News
SpaceX to upgrade Dragon with the most immersive window ever launched into space
SpaceX and Inspiration4 customer Jared Isaacman have revealed a substantial and unexpected design change made to the Crew Dragon spacecraft that will carry the billionaire and three guests into orbit later this year.
Reminiscent of the beloved “Cupola” (Italian for dome) built by the European Space Agency (ESA) and installed on the International Space Station (ISS) in 2010, SpaceX says it has designed a spectacular ‘glass dome’ window add-on for Crew Dragon. Thanks to some level of newfound commercial interest in free-flying Crew Dragon missions, in which the spacecraft would operate as its own miniature space station for several days, SpaceX concluded that it could fully remove the spacecraft’s docking adapter.
In its place, SpaceX has apparently designed a huge, monolithic, dome-like window that promises to offer a viewing experience likely unmatched in the history of spaceflight.
While the ISS Cupola is reminiscent of Crew Dragon’s glass dome, the two windows are only similar in the sense that they’re both space-based viewing windows. Beyond that, the Dragon Dome is more akin to the ultimate realization of the platonic ideal that ESA engineers tried to achieve with the Cupola. Featuring an approximate 2:1 ratio of framework and structural support material to glass, the Cupola’s central circular window has an uninterrupted diameter of 80 cm (2.6 ft), while the whole assembly has a total internal diameter of ~2m (6.6 ft) and a depth (the ‘height’ of the conical windowed area) of about 50 cm (1.6 ft).
Assuming SpaceX is explicitly designing the dome to integrate with Crew Dragon’s existing International Docking Adapter (IDA) support structure, it could have a diameter as large as 1.4m (~4.5 ft) and a depth of 60 cm (~2 ft; assuming a perfect hemisphere for maximum strength). If SpaceX’s official render is correct, the dome will also be monolithic, meaning that the glass window itself would be completely uninterrupted by structural supports.
Much like the Cupola, which has foldable ‘petals’ that serve as shades and micrometeorite shields when the module isn’t in use, Crew Dragon’s glass dome would be safely enclosed inside the spacecraft’s nosecone. It’s unclear what material the dome would be made out of, given that large, monolithic, bulletproof domes are a technology that effectively does not exist. At least one company, Surmet, specializes in manufacturing aluminum oxynitride (“transparent aluminum”) windows, including small domes for things like missile sensor pods.
However, the maximum size of those commercial ALON domes is roughly half a foot in diameter and there is no evidence that anyone has attempted the produce an ALON dome even a full magnitude smaller than what SpaceX’s Dragon window would require. This is to say that if SpaceX has found a way to produce massive monolithic windows and domes rated for space travel, it will effectively leap from a total outsider to a de facto leader of the niche bulletproof glass dome industry. It’s worth noting that CEO Elon Musk has stated that Tesla’s Cybertruck will feature “transparent metal” windows, which would likely make the EV company the world leader in ALON window mass-production – expertise that SpaceX could borrow from given their history of joint materials R&D.
In a live March 30th event celebrating the final crew selection, SpaceX director Benji Reed stated that NASA has been closely involved with with development of Dragon’s dome window. Most notably, he strongly implied that flight-proven Crew Dragons would be able to swap between dome and docking hardware with enough ease that a Dragon flown with a dome on a SpaceX tourist mission could still be modified to support NASA astronaut launches, thus ensuring commonality within the Dragon ‘fleet’ SpaceX is building.
SpaceX has implied that its Dragon Dome will debut as early as September 2021 on billionaire Jared Isaacman’s Inspiration4 mission – currently on track to become the world’s first fully private astronaut 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
