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SpaceX installs Dragon spaceship on the rocket that’ll take it to space (again)
For the third time ever, SpaceX has installed a Crew Dragon spacecraft scheduled to launch astronauts on the Falcon 9 rocket that’ll carry it to orbit, sailing past one of the mission’s last major preflight milestones.
Known as Crew-2, the NASA Commercial Crew Program (CCP) mission will be SpaceX’s second operational crew ferry mission after its operational Crew-1 debut launched flawlessly on November 15th, 2020. Since November 16th, the Crew-1 Crew Dragon has been docked to the International Space Station (ISS) in Low Earth Orbit (LEO) – marking at least two major firsts – and won’t return to Earth until Crew-2 has safely joined it at the station.
Simultaneously developed as part of the Commercial Crew Program, a raft of technical and organizational shortcomings have extensively delayed Boeing’s Starliner crew capsule, effectively forcing NASA to lean on SpaceX to pick up the slack with multiple back-to-back Crew Dragon missions. Organizational excellence aside, Crew-2 is also on track to secure two of the most significant reusability achievements in SpaceX’s long history of significant reusability achievements.
Mere days after a SpaceX Falcon 9 rocket and Crew Dragon spacecraft lifted off with NASA astronauts aboard for the first time ever, becoming the first crewed launch in history to use a commercially-developed rocket or spacecraft, the space agency effectively gave the company permission to fly its astronauts on flight-proven versions of those same vehicles.
While those plans have effectively fallen under the radar relative to other SpaceX activities, it’s not unreasonable to say that a successful Crew-2 launch with both a flight-proven Falcon 9 booster and Crew Dragon capsule would be one of the most significant technical achievements in the company’s history. At the bare minimum, it will be the most symbolically significant achievement in SpaceX’s history.
In essence, success would mean that SpaceX has unequivocally proven that a private company can develop – from scratch – methods of rocket and spacecraft reusability that are so successful and so reliable that perhaps the most risk-averse customer on Earth is willing to place the lives of its astronauts in the hands of those flight-proven spacecraft and rockets. If SpaceX can accomplish that feat with Falcon 9 and Crew Dragon, there is no practical reason to doubt that it can be repeated with Starship – a vehicle that has already piqued NASA’s interest.
The Crew Dragon capsule assigned to Crew-2 debuted on May 30th, 2020 and carried NASA astronauts Bob Behnken and Doug Hurley to the ISS without any major issue, where it spent a little over two months in orbit. On August 2nd, the spacecraft safely reentered Earth’s atmosphere traveling around 7.5 kilometers per second (17,000 mph) and splashed down in the Gulf of Mexico with both astronauts none the worse for wear. Since then, SpaceX has disassembled the Dragon, carefully inspected every possible inch, and refurbished the vehicle for Crew-2.
Despite the historic nature of the task of qualifying and refurbishing the first commercial spacecraft in history that is expected to launch NASA astronauts twice, Crew Dragon C206’s turnaround will be the fastest in Dragon history – and by a margin of almost 40%.
After acing its role in SpaceX’s first operational astronaut launch five months ago, Falcon 9 booster B1061 will also be flying for the second time on Crew-2 – especially fitting given that the Crew-2 will meet the only other spacecraft and astronauts launched on the same booster at the ISS. As of Thursday, April 15th, Crew-2 is seven days away from a launch planned no earlier than 6:11 am EDT (10:11 UTC) on Thursday, April 22nd. The flight-proven Dragon and Falcon 9 booster and a new, expendable upper stage are expected to roll out to Pad 39A within the next few days for an integrated static fire test 4-5 days prior to launch.
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
