News
SpaceX set to launch reused Dragon on a new Falcon 9 as NASA requests delay
An electrical fault aboard the International Space Station (ISS) has forced NASA to delay SpaceX’s CRS-17 Cargo Dragon launch from May 1st to May 3rd, giving the station’s crew more time to fix the issues at hand.
A new Falcon 9 Block 5 booster is tasked with launching the spacecraft and completed a static fire test at SpaceX’s LC-40 pad on April 27th. The Cargo Dragon capsule, however, completed its first orbital resupply mission (CRS-12) in September 2017 and has since been refurbished for a second launch. After CRS-17, three launches remain on SpaceX’s CRS1 NASA contract between now and early 2020, after which Dragon 2 (i.e. Crew Dragon) is expected to take over. However, a recent failure during a Crew Dragon test have thrown those plans into question.
Cargo Dragon’s 17th mission
Known as C113, the CRS-12 capsule is the last Dragon 1 manufactured by SpaceX, leaving a fleet of five flight-proven spacecraft for SpaceX to complete the eight remaining ISS resupply missions under its Commercial Resupply Services 1 (CRS1) contract. CRS-17 is the latest installment in SpaceX’s ISS resupply saga and is manifested with ~2500 kg (5500 lb) of cargo.
Along for the ride are NASA’s Orbiting Carbon Observatory-3 (OCO-3) and the multi-experiment STP-H6 investigation, two large pieces of hardware that will be delivered to the ISS in Dragon’s unpressurized trunk. After being berthed to the ISS, astronauts will unpack dozens of packages stored inside Cargo Dragon’s cabin. Sometime later, the station’s Canadarm2 will be used to grab OCO-3 and STP-H6 and install each on the outside of the space station, where they will hopefully live long and scientifically fruitful lives.
SpaceX and NASA have assigned a new Falcon 9 Block 5 booster – likely B1056 – to launch CRS-17. To preserve the scene of Crew Dragon C201’s April 20th explosion, the booster will attempt to land around 20 miles (32 km) offshore aboard drone ship Of Course I Still Love You (OCISLY). Originally scheduled for April 25th, CRS-17 was delayed to the 26th, 30th, 1st, and now May 3rd, most of which were requested by NASA for ISS scheduling purposes.
The latest delay – from May 1st to no earlier than (NET) May 3rd – was triggered by an unexpected electrical fault aboard the ISS, cutting the redundancy of its Canadarm2 (SSRMS) control systems from two strings to one. In other words, Canadarm2 – used to ‘grapple’ and berth spacecraft like Cargo Dragon and Cygnus to the station – is now just one electrical fault away from being rendered inoperable. CRS-17 will stay grounded until two-string (i.e. single fault) redundancy is returned to Canadarm2 and additional impacted systems.
In the event that ISS astronauts and NASA ground control are able to repair the electrical systems in a timely fashion, CRS-17 is scheduled to launch at 3:11 am EDT (07:11 UTC) on May 3rd.
In the shadow of Crew Dragon
A recent catastrophic failure of Crew Dragon (i.e. Dragon 2) raises serious questions about SpaceX’s follow-up CRS2 contract, but the nominal plan involves retiring Dragon 1 after CRS-20 and flying all future cargo missions with flight-proven Crew Dragon spacecraft. In the likely event that Crew Dragon C201’s failure delays SpaceX’s CRS2 schedule by several months, there are contingency plans to continue flying refurbished Dragon 1 spacecraft.
However, each Dragon 1 was designed for a maximum of three orbital missions, meaning that SpaceX’s current capsule fleet can support no more than six additional resupply missions before they reach the end of their usable lifespans. SpaceX thus has two potential buffer missions – CRS-21 and CRS-22 – that could theoretically account for up to a year of Dragon 2 delays. Beyond that, additional Dragon 2 delays could create a gap where NASA would have to supply the ISS without SpaceX’s services.
In a best-case scenario, SpaceX and NASA will quickly uncover an unequivocal culprit of C201’s catastrophic explosion, fix the technical and organizational failures that allowed it to happen, and be back on their feet in no time. In reality, it’s likely that the failure will delay future Crew Dragon (and thus Dragon 2) launches by a minimum of 6-12 months. SpaceX will likely need to change up the launch order of its capsules, reassigning DM-2’s Crew Dragon to the in-flight abort (IFA) test and the US Crew Vehicle 1 (USCV-1) Crew Dragon to SpaceX’s first crewed demonstration mission (DM-2). After such a serious and potentially fatal failure, it’s even possible that NASA will require an additional uncrewed orbital launch before permitting SpaceX to fly astronauts on Crew Dragon.
Given that SpaceX’s nominal CRS2 plan involved lightly modifying and reusing Dragon 2s after crewed missions, the future (and schedule) of the company’s Cargo and Crew contracts are intimately intertwined. With any luck, SpaceX and NASA will be able to solve the technical, organizational, and logistical problems now facing them and ensure a stable future for Dragon 2. In the meantime, Cargo Dragon’s CRS-17 mission offers SpaceX a chance to partially verify that Cargo Dragon C201’s issues are are relegated to Dragon 2 and Dragon 2 alone.
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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
