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Blue Origin scraps New Glenn recovery ship, finishes first ‘test tank’
After four years of halting work, Blue Origin has fully abandoned a transport ship it once intended to convert into a landing platform for its orbital-class New Glenn rocket.
Known as Stena Freighter at the time of sale, Blue Origin purchased the ship for an undisclosed sum – likely several million dollars – sometime in mid-2018. Aside from a flashy, December 2020 re-christening ceremony in which Blue Origin owner Jeff Bezos named the vessel Jacklyn after his late mother, the private aerospace company left the ship largely untouched in a Florida port. Small teams of workers would occasionally work on retrofitting the roll-on/roll-off cargo ship for a future life as a rocket recovery asset but made very little visible progress despite working on Jacklyn for several years.
Now, a few months after a Blue Origin spokesperson first acknowledged that the company was evaluating “different options” for New Glenn booster recovery, Jacklyn has left Florida’s Port of Pensacola for the Texan Port of Brownsville, where documents show that the ship will be scrapped.
According to an unconfirmed report, Blue Origin may ultimately use the same contractors as SpaceX to turn existing barges into ocean-going rocket-landing platforms. Blue Origin had hoped that a large, keeled ship would allow it to launch New Glenn and still recover its expensive booster even if seas were stormy downrange. However, after 107 successful SpaceX Falcon booster landings on flat-bottomed barges that are exceptionally sensitive to wave conditions, just a tiny fraction of launches have been delayed by the ocean. Further, SpaceX has only lost one booster to waves, and it solved that problem by developing a relatively cheap robot. With the benefit of hindsight, it’s not hard to see why Blue Origin changed its mind.
Much like SpaceX’s next-generation Starship rocket, Blue Origin began work on its semi-reusable New Glenn rocket in the early 2010s. Jeff Bezos publicly revealed New Glenn just a few weeks before CEO Elon Musk’s long-planned September 2016 reveal of SpaceX’s next rocket, then known as the Interplanetary Transport System (ITS). Both were massive, meant to be powered by huge new methane/oxygen-fueled engines, and designed from the ground up with some degree of reusability in mind.
But with fairly different designs and wildly different development philosophies, the paths of Blue Origin and SpaceX have only gotten further apart over the last six years. SpaceX thoroughly redesigned its next-generation rocket multiple times before throwing out a large portion of that prior work and settling on an unexpected stainless steel variant that CEO Elon Musk christened Starship in late 2018. Further differentiating the companies, SpaceX began work on steel prototypes almost immediately and successfully built and flew a scrappy pathfinder – powered by an early version of the same Raptor engine meant for Starship – less than a year later.
SpaceX then improvised a factory out of a series of tents and began churning out and testing dozens of more refined prototypes, seven of which would go on to perform flight tests between August 2020 and May 2021. SpaceX’s last test flight ended with a full-size steel Starship prototype successfully landing after launching to an altitude of 10 kilometers (~6.2 mi). Testing slowed considerably after that success but SpaceX appears to have begun ramping up again as it begins to test a Starship (S24) and Super Heavy booster prototype (B7) that have a shot at supporting the rocket’s first orbital launch attempt.
That orbital launch debut has been more or less continuously delayed for years and is about 20 months behind a tentative schedule Musk first sketched out (albeit for a drastically different rocket design) in 2016. Technically, the same is true for Blue Origin, which also said that it intended to debut New Glenn as early as 2020. However, while SpaceX can point to the instability of Starship’s design before 2019 as a fairly reasonable excuse for delays, the general characteristics of New Glenn’s design appear to be virtually unchanged despite its many delays. The smaller rocket – 7m (23 ft) wide and 98m (322 ft) tall to Starship’s 9m (30 ft) width and ~119m (~390 ft) height – will still use traditional aluminum alloys for most of its structures, will be powered by seven BE-4 engines, will land on several deployable legs, will have an expendable upper stage powered by two BE-3U engines, and will be topped with a large composite payload fairing.
Blue Origin canceled plans for a smaller interim fairing, abandoned plans to land the booster on a moving ship, and tweaked the booster’s landing legs and a few other attributes, but New Glenn is otherwise (visibly) unchanged from its 2016 reveal. Ultimately, that makes it even stranger that Blue Origin has done practically zero integrated testing of any major New Glenn components. Only in 2022 did the company finally complete and test a New Glenn payload fairing. Blue may have also built and tested a partial booster interstage, which the New Glenn upper stage will attach and deploy from.
But the true star of the show, at long last, is an apparent full-scale prototype of New Glenn’s upper stage. At minimum, Blue Origin’s first ‘test tank’ (using SpaceX parlance) should allow the company to finally verify the performance of New Glenn’s aluminum tank barrel sections and domes under cryogenic (ultra-cold) conditions. It’s unclear how (or if) Blue Origin intends to complete integrated static-fire testing of New Glenn’s upper stage before the rocket’s first launch, but it’s possible that the tank it finally delivered was designed to support testing with and without engines.
Nonetheless, Blue Origin hasn’t specified what it actually plans to do with its first New Glenn test tank and it’s even less clear why it has taken the company so long to complete one. While difficult, the methods Blue Origin is using to build New Glenn’s primary structures are about as standard as they get for modern rockets. Blue Origin itself even uses the same tech to build its smaller New Shepard rockets. So does SpaceX, ULA, Boeing, Arianespace, and virtually every other manufacturer of medium-to-large rockets, including NASA’s Space Launch System (SLS) core stage, which is wider than New Glenn.
The results of those challenges (managerial, technical, or otherwise) are clear: Blue Origin is nowhere close to debuting its next-generation rocket while competitors like Arianespace and ULA are tracking towards H1 2023 debuts of their Ariane 6 and Vulcan rockets. SpaceX, who is pursuing full reusability and really only settled on the design of its larger rocket in 2019, could even be ready to attempt an orbital-class launch with Starship before the end of 2022.
Still, the long-awaited beginning of hardware-rich New Glenn development appears to have finally arrived, and it’s possible that Blue Origin’s first orbital-class rocket could finally start picking up momentum towards its launch debut.
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.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
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.
News
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.
The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.
However, the time is coming.
During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:
🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year pic.twitter.com/aTnruz818v
— TESLARATI (@Teslarati) January 28, 2026
Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.
Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.
Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.
In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.
🚨 Tesla has achieved nearly 700,000 paid Robotaxi miles since launching in June of last year pic.twitter.com/E8ldSW36La
— TESLARATI (@Teslarati) January 28, 2026
With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.
Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments.
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Key takeaways
Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.
The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.
Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.
Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.
Production shifts, robotics, and AI investment
Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.
Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.
Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.
More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs.
Tesla hits major milestone with Full Self-Driving subscriptions
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
