In its true last act of the year, SpaceX successfully fired up its first orbital-class Starship for the fourth time in approximately two months, placing the prototype one step closer to flight readiness.
Starship S20 first left its roost in SpaceX’s Starbase factory in early August, briefly performing a fit test atop Super Heavy Booster 4 (B4) – both only partially complete at the time. Both returned to their nests for finishing touches soon after. However, relative to almost all other prototypes SpaceX has built in South Texas in the last two years, Starship S20’s path to flight readiness has been a long and windy one. It took SpaceX a full eight weeks after that first rollout to prepare Ship 20 for – and complete – its first cryogenic proof test, in which the rocket was pressurized and filled with hundreds of tons of liquid nitrogen (LN2).
It took another three weeks after that milestone for SpaceX to then prepare Ship 20 for an even more important test – its first Raptor engine static fire.
The process began on October 19th with Ship 20’s first Raptor preburner test, in which smaller secondary combustion chambers designed to supply the engine’s main combustion chamber with a combustible mixture were briefly ignited on their own. On October 21st, that next milestone finally came, with Starship S20 not only completing the first on-pad static fire of a Raptor Vacuum engine but also performing a second test during the same window, firing up the same RVac and a gimballing Raptor Center (RC) engine less than an hour later. It was an impressive leap in apparent confidence, with Ship 20 jumping from the slowest prototype to reach a testing milestone to the first prototype of any kind to complete back-to-back static fires less than an hour apart.
After another unusually long three weeks of work, some of which was spent installing four more Raptors on Starship S20, the ship completed a second preburner test – the first of any kind to simultaneously feature or involve six Raptor engines. Unlike the first campaign, which had a two-day gap, SpaceX then turned S20 around in the same window and performed the first six-Raptor Starship static fire 50 minutes later – both a success, according to CEO Elon Musk.
Another Ship 20 static fire was subsequently attempted another three or so weeks later, ultimately resulting in an abort on December 1st. Only four weeks later did SpaceX try again, successfully completing what appeared to be Starship S20’s second six-engine static fire without issue on December 29th. The company attempted a second static fire a few hours later but that try was less lucky, culminating in an abort seconds before ignition and wrapping up the day’s testing. That brings us to today, January 2nd, 2022, where SpaceX is once again preparing for more Ship 20 testing with eight-hour windows on January 4th, 5th, and 6th.
The goals of these continued static fire tests are less clear than some past SpaceX testing but Ship 20 – the first orbital-class prototype and first Starship to test more than three Raptors at a time – is a valuable pathfinder. While SpaceX would likely have benefitted even more from them weeks or months, all lessons learned from Ship 20 will help guide retroactive modifications and proactive design changes for upcoming prototypes – the statuses of which are currently in flux.
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
