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Elon Musk reveals SpaceX Falcon 9 survived a water landing test
Following the picture-perfect launch of GovSat-1 on Wednesday afternoon, SpaceX CEO Elon Musk took to Twitter with an extremely unusual bit of news. After separating from the second stage, events relating to Falcon 9’s first stage recovery operations were heard live in the background of SpaceX’s live coverage, leading to some additional intrigue around an already odd situation.
B1032, a flight-proven (reused) booster tasked with launching GovSat-1 on its second mission, was seen with landing legs and grid fins on its sooty exterior – a confusing appearance due to SpaceX’s statement that the core would be expended into the ocean after launch. Thankfully, Elon Musk’s tweets provide at least the beginning of an answer for the several oddities.
This rocket was meant to test very high retrothrust landing in water so it didn’t hurt the droneship, but amazingly it has survived. We will try to tow it back to shore. pic.twitter.com/hipmgdnq16
— Elon Musk (@elonmusk) January 31, 2018
As stated above, GovSat-1’s Falcon 9 booster (1032) was apparently being used to test an exceptionally aggressive landing burn in lieu of a drone ship beneath it. The lack of drone ship begins to make more sense with the added knowledge that 1032 was testing experimental landing procedures: in the relatively likely eventuality that something went wrong, the massive booster would have likely impacted Of Course I Still Love You at an extremely high velocity. Similar impacts have occurred before as SpaceX gradually perfected the new technologies and operational knowledge necessary to recover orbital-class rockets, but a basic understanding of rocketry implies that 1032’s OCISLY impact would have been uniquely destructive, likely taking the ship out of action for at least several weeks of repairs.
This would pose an inherent problem for the imminent launch of Falcon Heavy, with the center of three first stages currently scheduled to attempt a landing aboard the very same drone ship in less than a week. Under optimum conditions (sans huge explosions and general destruction), OCISLY and its entourage of support vessels simply could not complete the journey back to Port Canaveral and the subsequent return to sea that would have been necessary to recovery both GovSat-1 and Falcon Heavy’s center core. Add in the potential need for repairs and expending GovSat-1 was a no-brainer for the launch company: Falcon Heavy’s center core could easily see at least one additional launch after it is recovered, whereas the twice-used 1032 effectively reached the end of its useful life after it separated from the second stage and GovSat payload earlier today.
Falcon 9 1038 aboard Just Read The Instructions after the launch of Formosat-5. (SpaceX)
As a result, SpaceX appears to have continued a trend of exploiting flight test opportunities to the greatest extent practicable by tasking B1032 with an experimental landing attempt. More specifically, Elon quickly added that the landing burn attempted by 1032 involved the ignition of three of the booster’s nine Merlin 1D engines during landing, whereas all SpaceX landings up to this point have occurred with a single Merlin 1D ignition. While the company already routinely utilizes three engines during some boostback and reentry burns, landing burns have always featured a single engine. However, by using three engines, it is entirely possible that SpaceX hopes to eventually move towards even more aggressive landing burns. While the obvious downsides likely include difficulty maintaining control and increased stresses on the booster, the benefits are also pretty inherent. By using more engines, the length of the landing burn could be drastically shortened, resulting in far more efficient propellant usage by minimizing losses to gravity (every second the rocket is trying to go upwards is a second fighting against Earth’s gravity, which pulls the rocket down at ~9.8 meters/second squared).
Incredibly, the booster somehow managed to pull off that three engine landing burn with some success, made apparent by the fact that it is intact and floating in the Atlantic, with some hope of being towed back to land. This is almost certainly the first time SpaceX has ever successfully landed a booster in the ocean without a subsequent breakup, an incredible achievement for a rocket that likely experienced exceptional stresses during reentry and landing. Time will tell how this impacts SpaceX’s future recovery efforts, but it is certainly promising as a method of extracting just a little extra performance from reusable Falcon 9s. In other words, future Falcon 9 missions might be able to carry heavier payloads into higher orbits while still being able to land at sea or even on land. Exciting times!
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Tesla launches its coolest gift idea ever just a few weeks after it was announced
“Gift one month of Full Self-Driving (Supervised), which allows the vehicle to drive itself almost anywhere with minimal intervention.”
Tesla has launched its coolest gift idea ever, just a few weeks after it was announced.
Tesla is now giving owners the opportunity to gift Full Self-Driving for one month to friends or family through a new gifting program that was suggested to the company last month.
The program will enable people to send a fellow Tesla owner one month of the company’s semi-autonomous driving software, helping them to experience the Full Self-Driving suite and potentially help Tesla gain them as a subscriber of the program, or even an outright purchase.
Tesla is going to allow owners to purchase an FSD Subscription for another owner for different month options
You’ll be able to gift FSD to someone! https://t.co/V29dhf5URj
— TESLARATI (@Teslarati) November 3, 2025
Tesla has officially launched the program on its Shop. Sending one month of Full Self-Driving costs $112:
“Gift one month of Full Self-Driving (Supervised), which allows the vehicle to drive itself almost anywhere with minimal intervention. All sales are final. Can only be purchased and redeemed in the U.S. This gift card is valued at $112.00 and is intended to cover the price of one month of FSD (Supervised), including up to 13% sales tax. It is not guaranteed to cover the full monthly price if pricing or tax rates change. This gift card can be stored in Tesla Wallet and redeemed toward FSD (Supervised) or any other Tesla product or service that accepts gift card payments.”
Tesla has done a great job of expanding Full Self-Driving access over the past few years, especially by offering things like the Subscription program, free trials through referrals, and now this gift card program.
Gifting Full Self-Driving is another iteration of Tesla’s “butts in seats” strategy, which is its belief that it can flip consumers to its vehicles and products by simply letting people experience them.
There is also a reason behind pushing Full Self-Driving so hard, and it has to do with CEO Elon Musk’s compensation package. One tranche requires Musk to achieve a certain number of active paid Full Self-Driving subscriptions.
More people who try the suite are likely to pay for it over the long term.
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Tesla expands Robotaxi app access once again, this time on a global scale
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
Tesla has expanded Robotaxi app access once again, but this time, it’s on a much broader scale as the company is offering the opportunity for those outside of North America to download the app.
Tesla Robotaxi is the company’s early-stage ride-hailing platform that is active in Texas, California, and Arizona, with more expansion within the United States planned for the near future.
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
The platform has massive potential, and Tesla is leaning on it to be a major contributor to even more disruption in the passenger transportation industry. So far, it has driven over 550,000 miles in total, with the vast majority of this coming from the Bay Area and Austin.
First Look at Tesla’s Robotaxi App: features, design, and more
However, Tesla is focusing primarily on rapid expansion, but most of this is reliant on the company’s ability to gain regulatory permission to operate the platform in various regions. The expansion plans go well outside of the U.S., as the company expanded the ability to download the app to more regions this past weekend.
So far, these are the areas it is available to download in:
- Japan
- Thailand
- Hong Kong
- South Korea
- Australia
- Taiwan
- Macau
- New Zealand
- Mexico
- U.S.
- Canada
Right now, while Tesla is focusing primarily on expansion, it is also working on other goals that have to do with making it more widely available to customers who want to grab a ride from a driverless vehicle.
One of the biggest goals it has is to eliminate safety monitors from its vehicles, which it currently utilizes in Austin in the passenger’s seat and in the driver’s seat in the Bay Area.
A few weeks ago, Tesla started implementing a new in-cabin data-sharing system, which will help support teams assist riders without anyone in the front of the car.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
As Robotaxi expands into more regions, Tesla stands to gain tremendously through the deployment of the Full Self-Driving suite for personal cars, as well as driverless Robotaxis for those who are just hailing rides.
Things have gone well for Tesla in the early stages of the Robotaxi program, but expansion will truly be the test of how things operate going forward. Navigating local traffic laws and gaining approval from a regulatory standpoint will be the biggest hurdle to jump.
Tesla received a price target boost from Morgan Stanley, according to a new note on Monday morning, but there is some considerable caution also being communicated over the next year or so.
Morgan Stanley analyst Andrew Percoco took over Tesla coverage for the firm from longtime bull Adam Jonas, who appears to be focusing on embodied AI stocks and no longer automotive.
Percoco took over and immediately adjusted the price target for Tesla from $410 to $425, and changed its rating on shares from ‘Overweight’ to ‘Equal Weight.’
Percoco said he believes Tesla is the leading company in terms of electric vehicles, manufacturing, renewable energy, and real-world AI, so it deserves a premium valuation. However, he admits the high expectations for the company could provide for a “choppy trading environment” for the next year.
He wrote:
“However, high expectations on the latter have brought the stock closer to fair valuation. While it is well understood that Tesla is more than an auto manufacturer, we expect a choppy trading environment for the TSLA shares over the next 12 months, as we see downside to estimates, while the catalysts for its non-auto businesses appear priced at current levels.”
Percoco also added that if market cap hurdles are achieved, Morgan Stanley would reduce its price target by 7 percent.
Perhaps the biggest change with Percoco taking over the analysis for Jonas is how he will determine the value of each individual project. For example, he believes Optimus is worth about $60 per share of equity value.
He went on to describe the potential value of Full Self-Driving, highlighting its importance to the Tesla valuation:
“Full Self Driving (FSD) is the crown jewel of Tesla’s auto business; we believe that its leading-edge personal autonomous driving offering is a real game changer, and will remain a significant competitive advantage over its EV and non-EV peers. As Tesla continues to improve its platform with increased levels of autonomy (i.e., hands-off, eyes-off), it will revolutionize the personal driving experience. It remains to be seen if others will be able to keep pace.”
Additionally, Percoco outlined both bear and bull cases for the stock. He believes $860 per share, “which could be in play in the next 12 months if Tesla manages through the EV-downturn,” while also scaling Robotaxi, executing on unsupervised FSD, and scaling Optimus, is in play for the bull case.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Meanwhile, the bear case is placed at $145 per share, and “assumes greater competition and margin pressure across all business lines, embedding zero value for humanoids, slowing the growth curve for Tesla’s robotaxi fleet to reflect regulatory challenges in scaling a vision-only perception stack, and lowering market share and margin profile for the autos and energy businesses.”
Currently, Tesla shares are trading at around $441.
Tesla launches its coolest gift idea ever just a few weeks after it was announced
Tesla expands Robotaxi app access once again, this time on a global scale
