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SpaceX rings in the New Year with preparations for first Falcon 9 launch of 2020

Cruise ship passenger Max Kalika caught this photo of drone ship Of Course I Still Love You (OCISLY) heading to sea for SpaceX's first launch and landing of the new year. (Max Kalika)

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SpaceX’s first Falcon 9 launch of 2020 – and the new decade – is just around the corner after drone ship Of Course I Still Love You (OCISLY) departed Port Canaveral on Monday to prepare for its 27th booster landing attempt.

Known as Starlink-2, SpaceX’s first launch of the new year slipped a handful of days from December 30th to January 3rd and finally January 6th and will be the company’s second launch of 60 upgraded Starlink v1.0 satellites, as well as the third dedicated Starlink launch overall. Just one of potentially dozens of SpaceX launches planned in 2020, the year is setting up to be – by a long shot – the company’s most ambitious year ever.

Meanwhile, Starlink-2 alone is set to ring in at least two significant milestones, pushing the nascent broadband internet constellation a step closer to serving customers and Falcon 9 reusability a step closer to being fully realized.

Drone ship OCISLY departed Port Canaveral on December 30th and is now being towed some 630 km (390 mi) downrange to Falcon 9’s planned Atlantic Ocean recovery location. SpaceX’s first launch and landing of 2020 will also be the three-year-old drone ship’s 27th attempted Falcon booster recovery and – hopefully – 23rd successful recovery.

Simultaneously, SpaceX technicians are in the midst of preparing other recovery fleet assets for what appears to be a partial fairing recovery attempt. Twin fairing catchers Ms. Tree and Ms. Chief debuted on their first simultaneous fairing catch attempt in December 2019 but each unfortunately missed their catches, instead picking up the floating fairing halves off the surface of the Atlantic and returning to port on December 18th.

The fairing halves were thus still successfully recovered and may be able to fly again on a future Starlink mission, but both fairing recovery ships suffered damage during their first simultaneous deployment. Ms. Tree suffered minimal damage in the form of tears to its secondary net – an easy fix – but Ms. Chief was not as lucky and somehow lost one of the two white booms that support each of her four arms.

That wounded arm was visibly hanging lower than its companions when Ms. Chief returned to port and technicians have since removed all of her arms, presumably evaluating whether the ordeal overstressed any components or caused significant damage.

Unsurprisingly, Ms. Chief will reportedly not take part in the fairing recovery portion of SpaceX’s imminent Starlink-2 launch, although it’s starting to look like Ms. Tree will be able to attempt a catch. SpaceX will still attempt to extract both fairing halves from the Atlantic even if the catch attempt fails and appears to be preparing GO Navigator to recover the half that would have otherwise been assigned to Ms. Chief.

Two milestones, one launch

As implied by the Starlink-2 title, SpaceX’s first launch of 2020 will feature the third batch of 60 Starlink satellites. Excluding 9 Starlink v0.9 satellites that have been intentionally lowering their orbits over the last several months to hasten reentry, this will give SpaceX a constellation of at least 170 operational satellites less than eight months after the company began launching the satellites.

The first 60 Starlink v1.0 satellites deployed in one giant, 16-18 metric-ton blob on November 11th. (SpaceX)

This may not immediately seem significant but 170 operational satellites in orbit could make Starlink the world’s largest satellite constellation and SpaceX the world’s largest constellation operator. The only known competitor that comes close is Planet Labs, an Earth observation company believed to have approximately 150-170 operational satellites in orbit – most of which are 5-10 kg (10-20 lb) ‘Doves’ roughly the size of a loaf of bread.

Put another way, after Starlink-2, SpaceX will have around 45 metric tons (100,000 lb) of functional Starlink satellites in orbit, a constellation mass probably only rivaled by major geostationary commsat operators, global navigation satellites, and a few other high-value military constellations.

Meanwhile, according to NASASpaceflight.com, SpaceX has assigned Falcon 9 booster B1049.3 to its Starlink-2 mission, meaning that the launch will mark the second time that a single SpaceX rocket has flown four orbital-class missions. This follows on the footsteps of the November 11th, 2019 Starlink-1 launch, which saw Falcon 9 B1048 become the first booster to fly four times.

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At this point, SpaceX has two additional Starlink launches scheduled in January and has plans for as many as 38 orbital launches throughout 2020. To complete that incredibly ambitious manifest, SpaceX will have to dig deep into its fleet of reusable rockets, meaning that Falcon 9 B1049’s imminent fourth launch is almost certainly just the tip of the iceberg. Falcon 9 B1049 is scheduled to launch SpaceX’s Starlink-2 mission no earlier than (NET) 9:20 pm ET, January 6th (02:20 UTC, Jan 7).

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Cybertruck

Tesla analyst claims another vehicle, not Model S and X, should be discontinued

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Credit: Tesla

Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.

Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.

In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.

The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.

Black said:

IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”

On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.

Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.

Tesla begins Cybertruck deliveries in a new region for the first time

The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.

The S and X do not fit in these plans.

Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.

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SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO

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Credit: SpaceX/X

In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.

The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”

Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.

With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.

Tesla announces massive investment into xAI

On January 21, both entities were registered in Nevada. The report continues:

“One of them, a limited liability company, lists SpaceX ​and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”

The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.

SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.

SpaceX IPO is coming, CEO Elon Musk confirms

The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.

At the World Economic Forum last week, Musk said:

“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”

He also said on X that “the most important thing in the next 3-4 years is data centers in space.”

If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.

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Elon Musk

Tesla hits major milestone with Full Self-Driving subscriptions

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Credit: Ashok Elluswamy/X

Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.

Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.

This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.

In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.

Musk said on X:

“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”

The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.

It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.

The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.

Tesla is shifting FSD to a subscription-only model, confirms Elon Musk

Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.

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