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SpaceX preparing for third Starship ‘full stack’
SpaceX appears to be preparing Starship 20 and Super Heavy Booster 4 for their third ‘full stack’ demonstration after two seemingly successful tests in August 2021 and February 2022.
The first, completed in early August 2021, was mostly for show and saw SpaceX stack the unfinished prototypes with a giant crane – fighting the coastal winds throughout. After just a few hours stacked, Ship 20 was removed and returned to Starbase, where workers spent several more weeks (mostly) finishing the prototype. Booster 4 followed suit several weeks later and ultimately took another three months of work to reach some level of test readiness.
After Ship 20 and Booster 4 completed a series of tests in the last few months of 2021 and early 2022, the two were re-stacked in mid-February – once again for show. This time, the stacked Starship served as a backdrop for SpaceX CEO Elon Musk’s first official Starship presentation in more than two years. However, despite the fact that neither prototype was actually tested during the second stack, SpaceX did use the opportunity to partially debut Starbase’s ‘orbital launch integration tower’ and used that towers trio of giant arms to lift, stack, and stabilize Starship S20 on top of Super Heavy B4.
Ship 20 was ‘destacked’ with the tower’s arms just a few days after Musk’s event – an undeniably rapid and impressive achievement for the first real use of the ‘chopstick’ arms but still far from demonstrating that Ship 20, Booster 4, or the orbital launch site (OLS) are ready for orbital test flights. Since then, however, Starbase’s launch facilities have admittedly been almost as busy as they’ve ever been with Starship and Super Heavy cryoproof tests.
Ship 20 completed its first basic OLS cryogenic proof test or ‘cryoproof’ just two days after it was destacked. Additional Starship S20 cryoproofs followed on February 17th (the day after), February 22nd, and March 3rd. Super Heavy B4 completed its own cryoproofs on February 18th and March 1st, the latter of which may have actually been the fullest a Starship booster has ever been filled. All told, SpaceX completed no less than six major B4/S20 cryoproof tests in 15 days.
Crucially, all six cryoproofs were performed with Starbase’s nascent orbital tank farm, thoroughly testing its storage and distribution capabilities. Additionally, because SpaceX began liquid methane deliveries on February 13th, some of those tests – particularly with Ship 20 – may have even been proper wet dress rehearsals, meaning that SpaceX may have filled the rocket(s) with liquid methane (LCH4) and liquid oxygen (LOx) propellant to replicate preparations for a real launch.
At a minimum, Super Heavy Booster 4’s oxidizer tank was fully filled with liquid oxygen – and possibly pressurized with hot gaseous oxygen – during its March 1st cryoproof, while its fuel tank was filled about two-thirds of the way either with liquid nitrogen (LN2) or methane. Prior to its February and March tests, Booster 4 had already completed three cryoproofs – some also using LOx – in December 2021. Ship 20 had completed a cryoproof and four static fire tests.
All told, short of finally performing a full Super Heavy wet dress rehearsal and static fire at the orbital launch site, it’s not all that clear what more SpaceX can derive from additional individual cryoproof testing of Ship 20 or Booster 4. Several things do still need to be demonstrated, however. First, the OLS launch tower has yet to use its arms to remotely install a Super Heavy on the orbital launch mount. More importantly, SpaceX has yet to use the launch tower and its swinging ship umbilical arm to cryoproof or fuel a Starship while stacked on top of a Super Heavy. Finally, SpaceX has also yet to simultaneously perform a cryoproof or wet dress rehearsal test of a stacked Starship and Super Heavy, which will be necessary for orbital test flights.
One or several of those to-be-completed tests may be why SpaceX appears to have begun preparing to install Ship 20 on top of Booster 4 for the third time. On March 14th, Starship S20 was moved towards the launch tower and on March 15th, the ship was slotted between its ‘chopstick’ arms. Based on stack #2, the ship could be lifted at any point – day or night – and installed on top of Super Heavy in a matter of hours.
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
