News
Elon Musk talks upgrades after SpaceX Starship launches, explodes in midair
SpaceX has completed its fourth Starship test flight in as many months, offering the latest glimpse into the often frustrating reality of a highly iterative, hardware-rich rocket development program.
Right on schedule, SpaceX Starship prototype serial number 11 (SN11) lifted off from Boca Chica, Texas at exactly 8am CDT (UTC-5) – all but completely cloaked in a thick layer of fog. While unfortunate for any unofficial observers (and possibly SpaceX’s own desire to gather video footage of a test flight), SpaceX has experience launching rockets (namely Falcon 9) in thick fog thanks to its Vandenberg Air Force Base launch site on the California coast.
As such, fog theoretically poses no fundamental threat to rockets like Starship, but SN11 still took the opportunity to explore new and exciting failure modes shortly before touchdown. CEO Elon Musk himself didn’t take long to weigh in and has even offered some details and a schedule for upgrades planned for SpaceX’s next-generation launch vehicle – upgrades hoped to alleviate whatever issues led to Starship SN11’s premature demise.
First and foremost, due to the fog, the general public saw virtually nothing throughout the launch attempt. Remote streaming cameras set up near SpaceX’s launch facilities – now, excitingly, with the company’s own permission – did manage to catch some level of detail, providing the bare minimum level of insight needed to speculate on SN11’s failed landing attempt.
Per an official webcast and NASASpaceflight’s unofficial “Danger-Close Camera,” installed a few hundred feet from the launch site with SpaceX’s permission, Starship lifted off at exactly 8am and had a seemingly nominal ascent, reaching a familiar 10 km (6.2 mi) apogee around four minutes later. SN11 then arced over onto its belly and free-fell for ~100 seconds. Aside from a few intermittent fires burning on some of the rocket’s three Raptor engines, not an uncommon sight since SN8 first flew, nothing appeared particularly out of the ordinary.
At T+5:49, however, things rapidly went wrong. Still belly-down, Starship SN11 attempted to reignite all three of its Raptor engines to propulsively flip into a vertical landing position. After at least one seemingly successful reignition, SpaceX immediately lost onboard video and telemetry feeds. Based on NASASpaceflight’s pad-adjacent camera, a substantial explosion followed one or two seconds after that attempted ignition, ending Starship SN11’s test flight around 20 seconds earlier than any of its three late siblings.
Debris began to visibly hit the ground another 5-10 seconds after that explosion was first heard, all but guaranteeing that Starship SN11 exploded in midair. At this time, it’s impossible to know what exactly went wrong, but there are two clear possibilities. Starship SN11 could have failed to reignite two or even all three Raptor engines, triggering onboard flight termination system (FTS) explosives designed to prevent the rocket from straying beyond a safe zone of operations. More likely, Starship suffered a substantial failure during that reignition and flip attempt, triggering an almost immediate explosion that tore the rocket apart around half a kilometer (~1500 ft) above the pad and landing zone.
Shortly after, Musk said that Raptor “engine #2 had issues on ascent” that were notable but not enough to explain a violent midair failure and confirmed that whatever went wrong came “shortly after landing burn start.”
Musk offers Starship upgrade schedule, details
Having suffered a failure a bit less than six minutes after launch, Starship SN11 – the fourth three-engine, high-altitude prototype – was ironically the farthest from a successful landing before something went wrong: one step forward, two steps back. While unfortunate, SpaceX still got some amount of data and uncovered one or several new failure modes – arguably the two of the most important primary goals of any developmental flight test program.
Further, Musk revealed that SpaceX intends to complete and roll Starship SN15 to the launch pad just “a few days” from now – certainly earlier than expected. While the SpaceX CEO didn’t go much into detail, he reaffirmed that SN15 would bring substantial upgrades, stating that “it has hundreds of design improvements across structures, avionics/software, & engine[s].”
Musk also touched on SpaceX’s near-term plans after SN15’s upgrade path, confirming that Starship prototypes from SN20 onwards will be “orbit-capable” with even more improvements. That seemingly delineates three clear ‘blocks’ of Starship prototypes, beginning with SN8 through SN11, proceeding with SN15 through SN19, and (nominally) gearing up for true orbital-class test flights with prototype SN20 and its successors. All told, SN11’s midair demise appears likely to be just a small blip in front of a jam-packed, well-structured series of Starship upgrades and flight tests just over the horizon.
Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
SpaceX to launch military missile tracking satellites through new Space Force contract
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
