News
Trump adds pro-SpaceX commercial space advocate to NASA transition team
After pulling over billionaire PayPal co-founder Peter Thiel to his overall White House transition team, President-elect Donald Trump has made another Elon-Musk-connected team addition, this time to his NASA transition team. The addition of Dr. Greg Autry comes as good news for SpaceX and commercial space fans overall.
Dr. Autry, an Assistant Professor of Clinical Entrepreneurship at the University of Southern California, focuses his research on innovation policy and government impact on entrepreneurism, with “new space” as a particular area of interest since 2003. He currently sits on the editorial board of the New Space Journal and, along with having published in several major news outlets, was the lead author on a report for the FAA Offices of Commercial Space Transportation analyzing the competitive advantage of the United States in the human spaceflight market.
In early September, Dr. Autry published an op-ed on SpaceNews.com advocating for the future of private space exploration despite the recent SpaceX launch pad anomaly. In the piece, he defended SpaceX’s 93% launch success rate compared to NASA’s 91% overall, and encouraged continuing support of the developments being made in commercial space programs using history as a guide for the potential advancements.
Further in favor of SpaceX, Dr. Autry outlined his policy recommendations for the incoming presidential administration in his mid-October Forbes article. In the piece, he advocated for the complete defunding of NASA’s Space Launch System, citing the high budget allotment for the program which has failed to keep up with the commercial space company technologies of SpaceX and Blue Origin.
Other team members added for Trump’s NASA transition are Steve Cook of Dynetics, a corporate vice president heavily involved in the AR-1 engine to replace the current Russian-made RD-180 being used by United Launch Alliance, and Jack Burns, a major advocate for lunar-based missions.
As is the case with other government departments, NASA will be making top level administration changes during the presidential administration transition, something that will have major impacts on the direction the agency will take in the coming years.
For historical context, NASA underwent a major change in direction under President Obama when the moon-focused Constellation program was canceled and the space shuttle was retired, temporarily handing human trips to the International Space Station over to the Russians via purchased rocket seats. The idea was for money to be invested into NASA’s commercial space program, thus majorly benefiting companies like SpaceX, but the plan was rerouted in Congress, and the birth of the Space Launch System came from political maneuvering over economic concerns. The SLS mission has now been directed towards deep space exploration and included as part of NASA’s “Journey to Mars”.
It’s almost anyone’s guess where things will head policy-wise under President Trump, but the direction seems to be circling three goals: the restoration of U.S. leadership in human spaceflight, a focus on deep space exploration over Earth-focused missions, and breaking down barriers hindering commercial space programs. While there are varying voices included on Trump’s transition team, having a strong advocate for the benefits of commercial space flight is welcome news.
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.
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.
Investor's Corner
Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues
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
