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SpaceX shifts South Texas focus to Starship’s orbital launch pad
Highlighted by a Wednesday jam-packed with important milestones, SpaceX appears to be shifting its focus in South Texas to the completion of Starship’s first orbital launch pad.
Boca Chica will be the first time in its history that SpaceX has faced the challenge of (or had the opportunity to) build an orbital launch complex from scratch after gaining a great deal of expertise modifying, reactivating, and rebuilding two existing pads in Florida and one in California. SpaceX’s Boca Chica facilities must also support what will be the most powerful rocket ever built (or tested) and a planned flight rate and turnaround capability that drastically exceeds anything the company (or anyone else, really) has attempted.
As a result, the site looks almost nothing like SpaceX’s other launch facilities. On top of the already significant hurdles faced, SpaceX is also attempting to complete its from-scratch facility in record time and work on Starship’s orbital launch site (OLS) really only began in earnest around the start of 2021. That aggressive work schedule has begun to clearly bear fruit in the last few months and arguably reached a bit of a local peak on Wednesday, July 28th.
A Tower Is Born
Kicking off the day after an aborted attempt on Tuesday, SpaceX began what would turn out to be an extremely busy Wednesday around 5am CDT (UTC-5) with the installation of the Starship launch tower’s ninth and final prefabricated section, effectively completing the structure’s skeleton. Unlike all other SpaceX pads, save for Pad 39A’s single-purpose Dragon and Crew Access Arm, Starship’s first orbital launch pad will lean heavily on a massive steel tower.
By all appearances, Starship’s launch tower will host an elevator-like carriage outfitted with several large arms on its exterior and will use those arms to stabilize, stack, fuel, and maybe even catch Starships and Super Heavy boosters. The tower will be integral to routine Starship launch operations, in other words.
With the installation of one last steel segment, that tower grew to a height of ~145m (~440 ft) and isn’t expected to get any taller after a 10m/30ft lightning rod is eventually added. SpaceX’s pad team can now begin the process of finalizing tower construction, ranging from adding cladding on its rectangular exterior and welding all nine steel sections together to filling its four legs with concrete.
Tank and Table
Just a few hours after the start of Tower Section #9 installation, a fleet of SpaceX’s self-propelled modular transporters (SPMTs) left the build site with two major pieces of orbital pad hardware in tow. For the first time in three months, one of those payloads was an OLS propellant storage tank built by SpaceX itself out of parts almost identical to those found on Starship. Since the first two ground support equipment (GSE) tanks were rapidly installed in April, activity on that front has been curiously stagnant.
Since modifications of those tanks began in-situ over the last month or so, the general consensus has been that a fairly minor design flaw or oversight was discovered well after production began, requiring a significant pause to rework and redesign the crucial pad components. In the meantime, work on contractor-built GSE tank shells meant to eventually insulate SpaceX’s thin cryogenic storage tanks continued unabated and one water tank and six shells have already been more or less completed. With any luck, GSE tank #5’s delivery to the OLS means that SpaceX has removed the roadblock(s) and is ready to move into plumbing and tank farm activation.
Simultaneously, a far more significant part known as the Starship ‘launch table’ also left SpaceX’s Boca Chica build site after nearly six months of around-the-clock assembly and outfitting. Designed to secure, fuel, and launch orbital Starships, the launch table has to be able to withstand the ~5000 metric ton (~11 million lb) weight of a fully-fueled Starship, hold Super Heavy in place during static fires and prelaunch ignitions that could produce ~7500 metric tons of thrust, and survive the unspeakable fury of 33 Raptor engines operating simultaneously.
Unlike all other major orbital Starship launch pad parts, the custom launch mount and table’s successful and near-total completion is an absolute necessity for any kind of orbital test flight or full-up Super Heavy static fire. Only part of the tank farm is truly necessary and the vast majority of the tower’s intended tasks can be completed with workarounds if neither are fully ready. Without the launch mount, however, testing much beyond what SpaceX has already accomplished is mostly impossible in the near term.
Raptor Invasion
Finally, while less pressing, SpaceX also accepted delivery of four Raptor engines on top of three more that were delivered to Boca Chica on Tuesday. According to CEO Elon Musk, Starship’s first orbital test flight(s) will happen with a full complement of engines installed, meaning that SpaceX will need to build, qualify, and ship at least 35 new Raptors for a single flight.
SpaceX recently completed assembly of the 100th full-scale Raptor engine at its Hawthorne factory and HQ – an encouraging sign that the engines needed for Starship’s orbital launch debut will be ready for flight sooner than later.
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
