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SpaceX fairing recovery ships return to port with Falcon 9 nosecone and battle scars
Four days after they headed out into the Atlantic Ocean, twin SpaceX fairing recovery ships Ms. Tree and Ms. Chief have returned to port with both halves of a Falcon 9 fairing, although they appear to have picked up some battle scars along the way.
Ms. Tree and its near-identical sibling Ms. Chief departed Port Canaveral on December 14th and arrived on station – 790 km (490 mi) off the coast of Florida – some 36 hours later. Each outfitted with a quartet of arms and pair of nets, it was the first time both ships successfully made it out into the Atlantic for a simultaneous fairing catch attempt, having been foiled by high seas during a prior November outing.
For unknown reasons, after the duo’s November false start, both ships stopped for almost two weeks at a South Carolina port, perhaps indicating that SpaceX was concerned about the structural integrity of the ships’ seemingly fragile net mechanism. In February 2019, Mr. Steven (now Ms. Tree) lost two of its four arms while heading downrange for an attempted catch, apparently broken off by pitching caused by high seas. Further strengthening the case that their net mechanisms are rather fragile, both Ms. Tree and Ms. Chief again suffered damage after their Kacific-1/JCSAT-18 Falcon 9 fairing recovery attempt.
Both ships arrived back at Port Canaveral on December 18th and were caught by Teslarati photographer Richard Angle while passing through the narrow mouth of the port. GO Ms. Chief took the lead, revealing a Falcon 9 fairing half snugly secured with a tarp on her deck – the ship’s very first launch vehicle hardware recovery.
First (partially) successful fairing recovery quite literally under wraps, Ms. Chief nevertheless did not make it through the rite of passage unscathed. Oddly, it appears that just one of the ship’s eight white arm supports is missing (the rear right or aft starboard arm), visibly resulting in the arm slouching a bit compared to its siblings. Intriguingly, it appears that the arm is partially stretching – and thus potentially resting on – Ms. Chief’s net and rigging.
The fact that only one of the arm’s two beams (of eight total) seems to have failed is more immediately indicative of possible human error during installation or a defective attachment mechanism, although it’s entirely possible that a fluke of weather could have damaged just the one beam.
Thankfully, Ms. Tree (formerly Mr. Steven) appears to have made it through the recovery mission with all four arms fully intact, although the ship clearly struggled with a separate mechanism. Notably, Ms. Tree seems to have struggled to use its secondary net to lift its fairing half out of the sea and onto her deck, with that smaller net clearly suffering a multitude of rips and tears at some point during the process. Her recovered fairing half is somewhat awkwardly strewn on the deck with no obvious attempt to rectify the issue, indicating that the net may have torn mid-lift, causing the fairing to fall maybe 5-10 feet.
If it did actually fall onto Ms. Tree’s deck, that will almost certainly be visible in the form of damage to its aluminum-composite honeycomb structure and white insulation coating.
Ultimately, fairing recovery continues to prove itself to be a major challenge, although SpaceX obviously has no intention of giving up. With two successful catches already in hand, it’s clear that fairing recovery is undeniably possible and is more a matter of tweaking existing systems than starting from scratch. Much like Falcon 9 booster recovery had and its fair share of failed landings even after the first success, it will likely take quite a while for SpaceX to optimize fairing recovery to the point that it can be considered reliable.
For now, routine fairing recovery and reuse will likely continue to be Falcon 9’s white whale, at worst adding to the excitement of every SpaceX satellite launch.
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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
