News
SpaceX’s Starship Moon lander passes NASA review alongside Blue Origin, Dynetics
A variant of SpaceX’s Starship spacecraft optimized to land NASA astronauts on the Moon has passed the space agency’s first review alongside competing teams lead by Blue Origin and Dynetics.
Aside from reiterating the fact that NASA is drawing heavily from its experience with the Commercial Crew Program (CCP), the completion of “certification baseline reviews” for Blue Origin, Dynetics, and SpaceX’s proposed lunar landers is a significant step forward for the Human Landing System (HLS) and Artemis programs. According to NASA’s official HLS “Broad Agency Announcement” or BAA, providers must submit a vast amount of paperwork and data to pass the certification baseline review (CBR).
NASA’s acceptance criteria for CBR documentation is about as general as the space agency gets, requiring providers to demonstrate at least a basic level of maturity and expertise. Like the name suggests, it sets a baseline from which NASA and SpaceX, Dynetics, and Blue Origin’s National Team will hone in on challenges and concerns specific to each system. SpaceX’s proposal is almost certainly unique, however, given that the company is the only one anywhere close to performing actual flight tests of a (relatively) similar system.
After much fanfare, NASA finally revealed its first real Human Landing System contracts on April 30th, 2020, awarding funds to Blue Origin, Dynetics, and SpaceX to develop three extremely dissimilar Moon landers. Designed to ferry NASA astronauts from a deserted lunar orbit (near-rectilinear halo orbit, NRHO). NASA initially refused to delineate the distribution of the $967 million contract.
Several news outlets later reported that Blue Origin’s “National Team” (including Draper, Lockheed Martin, and Northrop Grumman) received $567 million to develop a complex three-stage system, using Blue Origin’s existing Blue Moon lander work for the final descent stage and lander. Dynetics won $253 million to build a slightly more familiar single-stage lander and SpaceX received $135 million for a single-stage Starship-derived vehicle.
The main goal of NASA’s initial funding is to extensively characterize and understand the capabilities and characteristics of each proposal and the likelihood that each vehicle will actually be ready to land humans on the Moon by the end of 2024. The next major HLS milestone will be what the space agency calls a “continuation review,” in which NASA will likely downselect to one of the three landers above. Administrator Jim Bridenstine says that NASA may decide to proceed with more than one provider but the strong implication is that only one will exit the ~December 2020 continuation review with future funding.
For SpaceX, it appears that the company will almost certainly field an orbit-capable Starship and Super Heavy booster with or without external help. At this point in the program, it would take a major upset for SpaceX not to be ready to start orbital Starship launch attempts in 2021. To an extent, SpaceX has proven through Falcon 9, Falcon Heavy, and Crew Dragon that it’s capable of developing reliable, reusable, industry-leading rockets and spacecraft several times more cheaply than its closest competitors.
To build a Starship safe and reliable enough that SpaceX can convince NASA to land astronauts on the Moon with it, the company will effectively have to prove that it can cut the cost of rocket production by another factor of five or ten. Time will tell where NASA’s HLS cards fall just a few months from now.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS –Â $0.41 Reported vs. $0.36 Expected
- Revenues –Â $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow –Â $1.444 billion
- Profit –Â $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
