News
SpaceX Crew-1 launch set for Sunday, ULA successfully launches spy satellite
On Friday evening, Nov. 13, NASA and SpaceX announced that the first operational Commercial Crew Program mission of the Crew Dragon would be delayed 24 hours to Sunday, Nov. 15, at 7:27 pm EST (0027 GMT 11/16). During a Crew-1 pre-launch news conference, SpaceX’s senior director of the Human Spaceflight Programs, Benji Reed, stated that the delay was driven by impacts on recovery efforts caused by tropical storm Eta, which had plagued Florida for days.
Just prior to the news conference, United Launch Alliance(ULA) successfully launched its Atlas V rocket after suffering delays of its own earlier in the week. The NROL-101 mission carried a classified payload for the National Reconnaissance Office of the U.S. government and successfully launched from Space Launch Complex 41 (SLC-41) at Cape Canaveral Air Force Station at 5:32 pm EST.
Florida weather caused multiple launch delays
Weather, especially that caused by tropical storm Eta, has caused a domino effect of delays for SpaceX and ULA over the last few weeks. The ULA Atlas V 531 rocket stacked with the secretive NROL-101 payload, initially set to liftoff on Nov. 3, was first delayed by damage sustained to environmental control system hardware of the upper stage.
According to company CEO, Tory Bruno, as the rocket was transported from ULA’s vertical integration facility (VIF) to the launchpad of SLC-41, very high winds caused damage to a duct that controlled the flow rate of an upper payload environmental control system. As a result, the rocket was returned to the VIF to have the duct replaced. A launch attempt scheduled for the following day on Wednesday, Nov. 4, was called off due to an unrelated problem with ground support equipment.
The NROL-101 mission was then set to launch on Sunday, Nov. 8, but that attempt was eventually called off due to the impending weather that would be brought across the Florida peninsula by then hurricane Eta. On Friday, Nov. 6, the Atlas V 531 rocket and payload for the National Reconnaissance Office was once again returned to the VIF for protection from the storm.
A final launch attempt was identified for Friday, Nov. 13, just 22 hours before the scheduled launch of the SpaceX, NASA Crew-1 mission from nearby Launch Complex 39A at the Kennedy Space Center. Fortunately, the weather held out long enough for the ULA Atlas V 531 rocket to liftoff. Following liftoff and successful payload deployment the mission was later declared a full success by ULA.
Florida weather also caused offshore recovery delays, impacting crewed launch
Similarly, the SpaceX and NASA Crew-1 mission has also suffered setbacks due to inclement weather, although not at the launch site. Following the successful launch and landing of the B1062 Falcon 9 of the recent GPSII-SV04 mission on Thursday, Nov. 5, SpaceX recovery teams battled unsettled seas to return the booster and the recovery droneship, Of Course I Still Love You (OCISLY), safely back to Port Canaveral.
After securing B1062 safely aboard OCISLY, the SpaceX recovery vessel GO Quest took refuge at the Port of Morehead City in North Carolina. The recovery crew would wait there to assist with the recovery of the B1061 Falcon 9 of the Crew-1 mission, rather than return to Port Canaveral in Florida. The droneship Just Read The Instructions (JRTI) was intended to meet the crew of GO Quest at the Crew-1 booster recovery zone prior to the end of the week.
Due to high winds and rough seas churned up by tropical storm Eta, the OCISLY droneship took an exceptionally tedious 7-day journey hugging the eastern coast of the United States to return to Port Canaveral. The delay caused the crew transfer process from OCISLY to JRTI to be delayed which in turn hindered the departure of the JRTI droneship.
As tropical storm Eta moved out and away from Florida the waters of the Atlantic remained too rough for the JRTI droneship to make up for the lost time. Following the conclusion of SpaceX’s Crew-1 preflight launch readiness review on Friday, Nov. 13, it was announced that the delay in getting the recovery droneship to the B1061 landing zone would delay the Crew-1 launch attempt by 24 hours.
Recovering the Falcon 9 booster, of any mission, is a secondary mission objective. However, the recovery of the Crew-1, B1061 Falcon 9 is important to both NASA and SpaceX – enough so to delay a launch attempt. NASA and SpaceX have already designated this booster to be reused on the next Crew Dragon mission, Crew-2, targeted for no earlier than March 30, 2021. In order to reuse a booster to save on launch costs, it must first be successfully recovered.
If all goes to plan, three NASA astronauts and one astronaut from the Japan Aerospace Exploration Agency will climb aboard the Crew Dragon Resilience on Sunday, Nov. 15, and blast off to the International Space Station precisely at 7:27 pm EST (0027 11/16) from LC-39A at the Kennedy Space Center.
NASA and SpaceX will provide a hosted live broadcast of all Crew-1 events beginning at 3:15 pm EST on Sunday, Nov. 15, on NASA TV and on the SpaceX website.
Check out Teslarati’s newsletters for prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket launch and recovery processes.
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 is bringing closure to its flagship Model S and Model X vehicles, which CEO Elon Musk said several years ago were only produced for “sentimental reasons.”
The Model S and Model X have been light contributors to Tesla’s delivery growth over the past few years, commonly contributing only a few percentage points toward the over 1.7 million cars the company has handed over to customers annually since 2022.
However, the Model S and Model X have remained in production because of their high-end performance and flagship status; they are truly two vehicles that are premium offerings and do not hold major weight toward Tesla’s future goals.
On Wednesday, during the Q4 2025 Earnings Call, Musk confirmed that Tesla would bring closure to the two models, ending their production and making way for the manufacturing efforts of the Optimus robot:
“It is time to bring the Model S and Model X programs to an end with an honorable discharge. It is time to bring the S/X programs to an end. It’s part of our overall shift to an autonomous future.”
Musk said the production lines that Tesla has for the Model S and Model X at the Fremont Factory in Northern California will be transitioned to Optimus production lines that will produce one million units per year.
Tesla Fremont Factory celebrates 15 years of electric vehicle production
Tesla will continue to service Model S and Model X vehicles, but it will officially stop deliveries of the cars in Q2, as inventory will be liquidated. When they’re gone, they’re gone.
BREAKING: Tesla will wind down Model S and Model X production next quarter, Elon Musk confirms.
“It is time to bring the Model S and Model X programs to an end with an honorable discharge.” pic.twitter.com/Czn7aQjJE1
— TESLARATI (@Teslarati) January 28, 2026
Tesla has been making moves to sunset the two vehicles for the better part of one year. Last July, it stopped taking any custom orders for vehicles in Europe, essentially pushing the idea that the program was coming to a close soon.
Musk said back in 2019:
“I mean, they’re very expensive, made in low volume. To be totally frank, we’re continuing to make them more for sentimental reasons than anything else. They’re really of minor importance to the future.”
That point is more relevant than ever as Tesla is ending the production of the cars to make way for Optimus, which will likely be Tesla’s biggest product in the coming years.
Musk added during the Earnings Call on Wednesday that he believes Optimus will be a major needle-mover of the United States’ GDP, as it will increase productivity and enable universal high income for humans.
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
