News
SpaceX customer reaffirms third Falcon Heavy mission’s Q2 2019 launch target
Taiwan’s National Space Organization (NSO) has reaffirmed a Q2 2019 launch target for SpaceX’s third-ever Falcon Heavy mission, a US Air Force-sponsored test launch opportunity known as Space Test Program 2 (STP-2).
Set to host approximately two dozen customer spacecraft, one of the largest and most monetarily significant copassengers riding on STP-2 is Formosat-7, a six-satellite Earth sensing constellation built with the cooperation of Taiwan’s NSO and the United States’ NOAA (National Oceanic and Atmospheric Administration) for around $105M. If successfully launched, Formosat-7 will dramatically expand Taiwan’s domestic Earth observation and weather forecasting capabilities, important for a nation at high risk of typhoons and flooding rains.
Formosat-7, the latest generation of the series, is jointly developed by #Taiwan’s National Space Organization and the #US National Oceanic and Atmospheric Administration following an agreement signed in 2010. https://t.co/7hj2ijFutZ
— Asia Times (@asiatimesonline) January 7, 2019
Although Taiwan officials were unable to offer a target more specific than Q2 2019 (April to June), it’s understood by way of NASA comments and sources inside SpaceX that STP-2’s tentative launch target currently stands in April. For a number of reasons, chances are high that that ambitious launch target will slip into May or June. Notably, the simple fact that Falcon Heavy’s next two launches (Arabsat 6A and STP-2) are scheduled within just a few months of each other almost singlehandedly wipes out any possibility that both Heavy launches will feature all-new side and center boosters, strongly implying that whichever mission flies second will be launching on three flight-proven boosters.
To further ramp up the difficulty (and improbability), those three flight-proven Block 5 boosters would have to launch as an integrated Falcon Heavy, safely land (two by landing zone, one by drone ship), be transported to SpaceX facilities, and finally be refurbished and reintegrated for their second launch in no more than 30 to 120 days from start to finish. SpaceX’s record for Falcon 9 booster turnaround (the time between two launches) currently stands at 72 days for Block 4 hardware and 74 days for Block 5, meaning that the company could effectively need to simultaneously break its booster turnaround record three times in order to preserve a number of possible launch dates for both missions.
Look who was waving at passing planes over McGregor today!
A Falcon Heavy side booster on the McGregor test stand for a static fire test. pic.twitter.com/S7af6b0gHk
— NSF – NASASpaceflight.com (@NASASpaceflight) November 18, 2018
If it turns out the USAF is actually unwilling to fly its first Falcon Heavy mission on all flight-proven boosters (a strong possibility) or that that has never been the plan, STP-2’s claimed Q2 2019 target would likely have to slip several months into 2019. This would afford SpaceX more time and resources to build an extra three new Falcon Heavy boosters (two sides, one center), each of which requires a bare minimum of several weeks of dedicated production time and months of lead time (at least for the center core), all while preventing or significantly slowing the completed production of other new Falcon boosters.
The exact state of SpaceX’s Falcon 9 and Heavy production is currently unknown, with indications that the company might be building or have already finished core number B1055 or higher, but it’s safe to say that there is not exactly a lot of slack in the production lines in the first half of 2019. Most important, SpaceX likely needs to begin production of the human-rated Falcon 9 boosters that will ultimately launch the company’s first two crewed Crew Dragons as early as June and August, respectively.
-
- Falcon Heavy is seen here lifting off during its spectacular launch debut. (SpaceX)
-
- LZ-1 and LZ-2, circa February 2018. (SpaceX)
-
- A Falcon Heavy side booster was spotted eastbound in Arizona on November 10th. (Reddit – beast-sam)
-
- The second Falcon Heavy booster in four weeks was spotted Eastbound in Arizona by SpaceX Facebook group member Eric Schmidt on Dec. 3. (Eric Schmidt – Facebook)
-
- The second (and third) flight of Falcon Heavy is even closer to reality as a new side booster heads to Florida after finishing static fire tests in Texas. (Reddit /u/e32revelry)
-
- The next Falcon Heavy’s first side booster delivery was caught by several onlookers around December 21. (Instagram)
If the first Falcon 9 set to launch an uncrewed Crew Dragon (B1051) is anything to go off of, each human-rated Falcon 9 is put through an exceptionally time-consuming and strenuous range of tests to satisfy NASA’s requirements, requiring a considerable amount of extra resources (infrastructure, staff, time) to be produced and readied for launch. B1051 likely spent 3+ months in McGregor, Texas performing checks and one or several static fire tests, whereas a more normal Falcon booster typically spends no more than 3-6 weeks at SpaceX’s test facilities before shipping to its launch pad.
Ultimately, time will tell which hurdles the company’s executives (and hopefully engineers) have selected for its next two Falcon Heavy launches: an extraordinary feat of Falcon reusability or a Tesla-reminiscent period of Falcon production hell?
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
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 – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $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
