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SpaceX doubleheader struck down by poor weather
Update: The first of two SpaceX launch attempts scheduled on Tuesday, November 22nd has been called off by poor weather. The weather for the second attempt, carrying a Eutelsat communications satellite, is expected to be just as poor, but SpaceX is still working towards a 9:57 pm EST (02:57 UTC) launch in spite of CRS-26’s bad luck.
SpaceX says it will attempt to launch two Falcon 9 rockets six hours apart after delaying a mission that was scheduled to lift off on November 21st.
The weather at Cape Canaveral is expected to be poor, with just a 10% chance of favorable conditions. But SpaceX says it will still attempt to launch the Eutelsat 10B communications satellite around 9:57 pm EST (2:57 UTC) on Tuesday, November 22nd, after delaying a November 21st attempt “to allow for additional pre-flight checkouts.” Only a few days prior, SpaceX indefinitely delayed a different Falcon 9 launch after apparently uncovering a problem during prelaunch testing. That problem was significant enough for SpaceX’s West Coast drone ship to return to port, guaranteeing a multi-day delay.
Despite back-to-back delays caused by apparent technical issues with two other Falcon 9 rockets, SpaceX’s next Cargo Dragon resupply mission to the International Space Station remains on track to launch as early as 3:54 pm EST (20:54 UTC) on November 22nd.
In the days prior, even Dragon’s CRS-26 mission didn’t escape unscathed. SpaceX discovered a small leak in the Dragon spacecraft earlier this month, forcing it to push the launch from November 21st to November 22nd. Before that, CRS-26 was delayed from November 18th to the 21st in the wake of Hurricane Nicole. Out of coincidence, the combination of the hurricane, Dragon leak, and unspecified issues with Eutelsat 10B’s rocket or payload have placed the launches just over six hours apart.
24 hours out, US Space Launch Delta 45 (formerly the 45th Space Wing) predicts just a 10% chance of favorable conditions for CRS-26 and Eutelsat 10B. The odds that both launches will thread a different 1-in-10 needle six hours apart are not great. Eutelsat 10B has a backup window on November 23rd with a 60% chance of favorable weather, while CRS-26’s next opportunity is November 26th.
CRS-26 will launch several thousand pounds of food, water, supplies, and a third set of upgraded solar arrays to the International Space Station (ISS). The mission will debut a new Falcon 9 booster (B1076) and the fourth and final reusable Cargo Dragon 2 spacecraft (Capsule C211).
In an unusual first, Eutelsat 10B will be the third SpaceX launch this month to intentionally expend a Falcon booster as Falcon 9 B1049 – the oldest in the fleet – flies its eleventh and final mission. The well-worn booster’s sacrifice will help boost the 5.5-ton (~12,000 lb) Eutelsat 10B communications satellite into a higher transfer orbit than usual, likely shaving weeks off the orbit-raising process and allowing it to enter service sooner. SpaceX will still attempt to recover Falcon 9’s payload fairing (nosecone) halves more than a thousand kilometers downrange.
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
