News
SpaceX’s next West Coast Falcon 9 landing could be decided by baby seals
SpaceX and the Canadian Space Agency (CSA) have – at long last – officially announced a launch date for the Radarsat Constellation Mission (RCM), a ~$1B trio of Earth observation satellites.
Delayed from November, February, March, and May, RCM is now scheduled to launch on a flight-proven Falcon 9 booster from California’s Vandenberg Air Force Base (VAFB) no earlier than June 11th. The three flight-ready spacecraft were shipped from Canada in September 2018 and have now been awaiting launch in a Southern California storage facility for more than half a year. The blame for such an egregious delay can be largely placed on SpaceX, but CSA and launch customer Maxar Technologies are also partially responsible. On a lighter note, the location of RCM’s subsequent Falcon 9 landing might end up being decided by seal pupping – baby harbor seals, in other words.
Although RCM’s slip from 2018 to 2019 remains unexplained, the mission’s journey from mid-February to mid-June is a different story. Still, next to nothing is publicly known about the process SpaceX launch customers go through after contracts have been signed, particularly with respect to how Falcon boosters are assigned to missions. This is further stymied by the fact that – to date – the ~$1 billion RCM is probably the most valuable payload SpaceX has ever attempted to launch, making it a clear outlier. But, as they say, “damn the epistemological torpedoes!”
Rocket logistics hell
RCM’s logistical hell and ~6 months of delays began on December 5th, 2018 when Falcon 9 Block 5 booster B1050 – having just completed its inaugural launch debut – experienced a hydraulic pump failure. The first of its kind, B1050’s pump failure killed grid fin control authority and forced the booster to abort into the Atlantic Ocean, where it somehow pulled off a landing soft enough to leave the rocket almost entirely intact. Even more surprisingly, B1050 was safely towed back to port, lifted onto dry land, and shipped off to one of SpaceX’s many Florida hangars for inspection.
Despite its near-miraculous survival, B1050 was immediately removed from SpaceX’s fleet of flightworthy boosters. Set to become the least flight-proven flight-proven Block 5 booster yet after supporting a low-energy Cargo Dragon mission, SpaceX and CSA/Maxar had apparently reached an agreement to launch RCM on B1050.2. Despite the availability of other boosters at the time, all available cores had completed two launches (B1046, 47, and 48) or were assigned to a second launch in the near-term (B1049). This is the only rational explanation for the delays that followed.
B1049 completed its second launch in mid-January 2019 and has since floated around various SpaceX facilities while waiting for its third mission. Had CSA/Maxar been okay with a twice-flown Falcon 9, B1049 could have likely supported RCM’s launch as early as March or April. Instead, the customer – as was apparently their right – concluded that being a booster’s third launch would be an unacceptable risk, whereas launching on a once-flown booster was acceptable. The only possible solution to those demands was to manifest RCM on Falcon 9 B1051, assigned to Crew Dragon’s launch debut.
Quite possibly the worst booster one could pick for schedule preservation, Crew Dragon’s launch debut slipped – to the surprise of very few – from January to February and finally to March 3rd. B1051 launched, landed without issue, and returned to Port Canaveral a few days later, where it was transported to Pad 39A for refurbishment. The relatively gently-used booster required a bit less than 8 weeks of inspection and refurbishment before being packaged and shipped to California near the end of April (see above). By now, B1051 is likely safely inside SpaceX’s SLC-4E integration hangar, preparing for upper stage integration and a routine pre-launch static fire test.
In short, an untimely Falcon 9 anomaly and customer preferences conspired to delay the launch of Canada’s Radarsat Constellation Mission by nearly four months, from February 18th to June 11th. With any luck, the mission’s flow will be issue-free and suffer no additional delays.
FCC launch communications licenses currently show that SpaceX plans to return Falcon 9 B1051 to the launch site (RTLS) after launch, rather than landing aboard drone ship Just Read The Instructions (JRTI). With a total launch mass likely around 5000 kg (11,000 lb), Falcon 9 should easily be able to manage a RTLS recovery. However, SpaceX’s West Coast LZ-4 use permit prevents the company from landing rockets at the pad during harbor seal pupping season, typically March thru June. The sonic booms and noise generated during Falcon 9’s spectacular landings might end up stressing endangered harbor seals, potentially causing parents to abandon their seal pups in confusion. As such, JRTI may be forced to get some exercise after spending almost five months in port. Anything for the baby seals!
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
Elon Musk clapped back at France’s decision to withhold the approval for Tesla’s Full Self-Driving (FSD) Supervised system, projecting a clear and blunt message to French Transport Minister Phillippe Tabarot, after he publicly rejected the technology in its current form.
Tabarot outlines several concerns with Tesla Full Self-Driving in a detailed video statement, where he said, “The safety trade-offs are not yet sufficient to authorize it as it currently stands,” he said. He emphasized that FSD is not a true self-driving system and that the driver remains fully responsible.
Key issues Tabarot also brought up included allowing speeding when surrounding traffic exceeds limits and what he believes are insufficient guarantees of driver attention during complex urban maneuvers such as lane changes, intersections, and roundabouts.
Delaying the approval of FSD in France will cost lives
— Elon Musk (@elonmusk) July 22, 2026
While acknowledging technological progress and France’s support for autonomous innovation, Tabarot stressed that deployment must prioritize road safety. He noted ongoing technical discussions with Tesla, the Netherlands, and other European partners, with further ecosystem meetings planned for the fall.
Musk’s rebuke highlights the human cost of regulatory caution. Tesla’s latest safety reports provide compelling data supporting accelerated adoption. In the most recent 12-month period, vehicles using FSD (Supervised) recorded one major collision per approximately 5.1 million miles driven, dramatically better than the U.S. national average of one crash per 698,000 miles.
Even Tesla vehicles driven manually with active safety features outperform the average by a wide margin. These figures come from billions of real-world miles of telemetry, showing FSD vehicles involved in far fewer incidents than both manual Teslas and the broader U.S. fleet.
Critics argue Tesla’s comparisons require careful scrutiny regarding reporting thresholds and fleet demographics, yet the data consistently positions FSD as a potential lifesaver. With road fatalities remaining a leading cause of death worldwide, Musk contends that proven safer technology should not face prolonged bureaucratic hurdles.
France’s measured approach reflects the broader European regulatory caution, which many, especially Musk, have been critical of in the past. However, as autonomous systems from Tesla and competitors like Waymo demonstrate superior safety in independent studies, pressure is mounting for harmonized approvals.
Musk’s warning carries the belief that every month of delay may equate to avoidable tragedies on European roads.
In a striking revelation that underscores the lucrative crossover between Big Tech and space exploration, Alphabet Inc., Google’s parent company, disclosed a massive $94.1 billion equity stake in SpaceX following the rocket company’s blockbuster initial public offering earlier this year.
The disclosure came in Alphabet’s quarterly filing, marking the first time the long-held private investment has been publicly valued at market prices. Google was an early backer, investing alongside Fidelity in 2015 with roughly $500-900 million at a time when SpaceX was valued around $12 billion.
That bet has delivered extraordinary returns, roughly a hundredfold, transforming a strategic play on satellite internet and launch capabilities into one of Alphabet’s largest assets.
Google, $GOOGL, has said they hold $94 billion in SpaceX, $SPCX, shares after IPO.
— unusual_whales (@unusual_whales) July 23, 2026
Of the total holding, approximately $80 billion remains subject to short-term post-IPO lockup restrictions, preventing near-term sales. An additional $14.1 billion faces longer-term restrictions, extending into the third quarter of 2027. This structure limits immediate liquidity but protects against market volatility as SpaceX transitions into public trading.
The SpaceX position contributed significantly to gains in Alphabet’s broader investment portfolio, which also includes a major stake in AI leader Anthropic. Combined, these holdings helped drive nearly $100 billion in investment gains during the second quarter, providing a substantial boost to net income amid ongoing AI spending pressures.
Analysts view the disclosure as validation of Alphabet’s venture strategy beyond its core search and cloud businesses. The investment aligns with deeper ties, including reported multi-billion-dollar deals for AI computing capacity on SpaceX infrastructure. As SpaceX advances Starship flights, Starlink expansion, and ambitious Mars goals under Elon Musk, Google’s stake positions it to benefit from the commercialization of space.
For Alphabet, the windfall highlights how patient, forward-looking bets in transformative sectors can yield outsized rewards. While lockups temper short-term impact, the holding cements SpaceX as a cornerstone of Alphabet’s diversified portfolio in an era where aerospace, AI, and connectivity increasingly intersect. Investors will watch closely as restrictions lift and SpaceX’s public performance unfolds.
In early 2026, Tesla made a bold strategic pivot: it largely eliminated the option to purchase Full Self-Driving (FSD) software outright and shifted to a subscription-only model. The change, effective around mid-February, ended the one-time fee that had previously ranged as high as $15,000 and later dropped to $8,000. Instead, customers would access FSD (Supervised) for $99 per month in the U.S.
At the time, skeptics questioned whether locking customers into recurring payments would hurt adoption or alienate buyers who preferred ownership of the feature. Tesla bet that a lower barrier to entry, seamless integration at purchase, and the ability to cancel at any time would drive higher uptake.
The results from Q2 2026 speak for themselves: the decision has been a resounding success, delivering the largest quarterly growth in FSD subscriptions in the company’s history.
Tesla FSD subscriptions went up 56% in Q2 2026 to 1.48 million, an increase of 200,000 from Q1 2026.
Tesla added more FSD subscribers in Q2 than in any quarter in its history. pic.twitter.com/jTciTD2JqW
— Sawyer Merritt (@SawyerMerritt) July 22, 2026
According to Tesla’s Q2 shareholder update, active FSD subscriptions reached 1.48 million globally by the end of June 2026. That represents a 56 percent increase year-over-year and a 15.6 percent jump from the prior quarter. Tesla added roughly 200,000 new subscriptions in the period alone—the biggest single-quarter gain on record.
North America led the charge, with more than 55 percent of new vehicle deliveries including an FSD subscription at the time of purchase, a record attach rate for the region.
Tesla explicitly noted that “more customers [are] opting for subscription at the time of vehicle purchase,” crediting the model shift and prominent placement of the option in the ordering process. Subscriptions now contribute meaningfully to ancillary revenue, helping offset pressure elsewhere in the business.
The financial upside is substantial: At $99 per month, 1.48 million active subscriptions generate approximately $146.5 million in monthly recurring revenue. Over a full year, that equates to roughly $1.76 billion in annualized recurring revenue (ARR) from FSD subscriptions alone, assuming steady retention and no major pricing changes.
These figures represent pure, high-margin software revenue. Unlike vehicle sales, which carry production costs, warranty obligations, and supply-chain risks, FSD subscriptions flow largely to the bottom line once the software is developed and deployed over-the-air.
Tesla does not break out exact FSD subscription revenue in its filings (it sits within “Services and Other”), but the category grew 50 percent year-over-year in Q2, with executives highlighting subscriptions as a key driver.
The subscription model offers several structural advantages. It lowers the upfront cost of a new Tesla, potentially broadening the buyer pool and supporting vehicle demand, especially important amid fluctuating EV market conditions. It creates a predictable revenue stream that compounds as the fleet grows and more owners try (and stick with) the software.
Legacy one-time purchasers still exist, but new growth is overwhelmingly subscription-based following the February cutoff.
Early data also suggests improving retention and satisfaction, as well. Tesla has rolled out iterative FSD updates, including v14 features, and expanded availability to additional markets. Recent regulatory approvals in parts of Europe have further boosted interest, with owners in newly enabled countries eager to activate the software they had been waiting for.
FSD is still supervised; regulatory hurdles for true unsupervised autonomy persist in many regions, including the United States, and competition in advanced driver-assistance systems is intensifying. Yet the Q2 numbers validate Tesla’s bet: by removing the large upfront commitment and making FSD accessible via subscription, the company has accelerated adoption faster than many anticipated.
What began as a controversial switch-up has become a clear win. With nearly 1.5 million subscribers, record attach rates, and nearly $1.8 billion in potential annual recurring revenue already in view, Tesla’s FSD business is transitioning from a promised future to a tangible, fast-growing profit engine.
If the momentum continues, and especially if unsupervised capabilities unlock robotaxi opportunities, the subscription flywheel could become one of the most valuable assets in Tesla’s portfolio.
Elon Musk claps back at France’s Tesla Full Self-Driving approval delay
Google’s massive stake in SpaceX will shock you
