News
SpaceX Starship rocket could move to the launch pad today
SpaceX has finished stacking its fourth full-scale Starship prototype and public schedules show that the rocket could be moved to a nearby launch and test pad as early as April 20th.
Known as Starship serial number 4 (SN4), the rocket will be the third full-scale vehicle completed since the start of serial production, while Starship Mk1 – the first full-scale prototype – was built far more slowly and with different methods. Mk1 was destroyed during one of its first cryogenic liquid nitrogen ‘proof’ tests in November 2019, nearly nine months after assembly began in February. After Mk1’s failure, SpaceX spent about two months rapidly expanding and upgrading its Boca Chica, Texas Starship factory.
Around the end of January 2020, SpaceX kicked off the production of its first serial prototype – logically deemed SN1. Less than a month after its first steel rings were stacked and welded together, SpaceX transported the completed prototype to the launch pad. On February 28th, what CEO Elon Musk later described as a fault in its engine section “thrust puck” destroyed Starship SN1 during one of its first cryogenic proof tests. Barely a month later and after SN2 was modified into a “thrust puck” test tank and successfully tested, Starship SN3 rolled to the launch pad and was destroyed by operator and test design errors on April 3rd. Now, barely two weeks after SN3, Starship SN4 is about to begin testing.
By all appearances, work on Starship SN4 began around March 23rd, continuing a production schedule that has been consistently completing a full-scale rocket prototype every four or so weeks. While SpaceX has taken the unprecedented step of reusing a section of a prototype (SN3) destroyed during testing, every other aspect of the rocket is new and built more or less from scratch.
Just two days after Starship SN3’s salvaged skirt and SN4’s new engine section and aft liquid oxygen tank dome were stacked and welded together, SpaceX technicians attached a crane to the upper two-thirds of the rocket’s tank section and stacked it on top of the newly-finished engine section. 24 hours later, SpaceX teams have completed at least one circumferential seam weld, with a second soon to be finished.
Once that last weld is complete and passes inspections, Starship SN4 will be ready to be lifted onto a transporter and rolled down the road to SpaceX’s dedicated launch and test facilities. Of course, like SN3 and SN1 before it, SpaceX will likely still have a few days of work to get Starship SN4 ready for testing once it’s been moved to the pad.
Using Starship SN3’s timeline, Starship SN4 could be transported to the pad as early as April 19th or 20th and ready for testing by April 24th or 25th. This meshes well with a publicly-available road closure schedule, required because SpaceX often needs to close a public highway for certain Starship transport and testing operations. Per Cameron County’s website, SpaceX has a transport-related closure planned on April 20th. The first testing-related closure begins on Sunday, April 26th and lasts from 9am to midnight, with backups on Monday and Tuesday.
As always, delays should come as no surprise with prototype testing, and schedules are always fluid and liable to change at any second. Regardless, it looks like Starship SN4 is perhaps just a week from its first round of testing.
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
