News
SpaceX targets back-to-back Falcon 9 Block 5 launch and landing in July
As the end of June fast approaches, SpaceX’s July launch manifest has begun to coalesce around at least one pair of launches on July 18 and 20, a schedule that might see the company’s next two new Block 5 Falcon 9 boosters fly from West and East coasts with just 30 hours between them.
While not exactly the 24-hour reuse CEO Elon Musk set the company to by end of 2019, two back-to-back launches of new Block 5 boosters would seem to signify an increasing level of operational confidence in the rocket’s new, upgraded configuration, as well as a return to form in factory production of the complex Falcon 9 boosters, only four of which have shipped in the last seven months.

The first Block 5 Falcon 9 lifts off on May 4, 2018. Cheaper launches as a result of reusable rockets may not necessarily increase demand for satellite launches. (Tom Cross)
As it stands today, SpaceX’s West Coast customer Iridium confirmed on June 15th that the company’s 7th contracted Falcon 9 launch is scheduled for early morning on July 20, and Iridium CEO Matt Desch noted that such an early launch just before sunrise holds the potential to create another scare like that from Iridium-4 in December 2017 that had Los Angeles suspecting an alien invasion.
Now that you have the date and time, you should note that it's about 10 minutes after "first light", but still an hour before sunrise at VAFB. Not sure if it will work out or not, but there is potential for another nice "show" like we had in December for L-4.. #LetsScareLAAgain https://t.co/BIyKrwhrof
— Matt Desch (@IridiumBoss) June 15, 2018
It has yet to be explicitly confirmed, but the booster set to launch that mission from Vandenberg Air Force Base all but has to be B1048, SpaceX’s third full Falcon 9 Block 5 rocket. Barring delays, B1047 – the second Block 5 booster, spotted near Cape Canaveral, FL last week – will launch the Telstar 19V geostationary communications satellite a bit more than a day before – July 18th – from SpaceX’s LC-40 pad in Florida. Aside from being the foundational second and third launches of Falcon 9 Block 5, the missions will also feature two drone ship landings in the Pacific and Atlantic Oceans aboard Just Read The Instructions (JRTI) and Of Course I Still Love You (OCISLY).
Putting their titanium grid fins, upgraded heat shields, uprated Merlin engines, and myriad improvements and optimizations to good use, both B1047 and B1048 will – with a little luck – complete their first recoveries of anywhere from ten to a hundred before being secured on the autonomous vessels and carried back to their respective ports within roughly 24 hours of each other. Once there, B1048 (Iridium-7) will likely be shipped a few miles north to SpaceX’s Hawthorne factory, while B1047 will be driven on a purpose-built rocket carrier to one of SpaceX’s several Floridan facilities outfitted for rocket refurbishment.
- B1047 captured testing in McGregor, Texas, April 2018. (Teslarati/Aero Photo)
- What was likely B1049 spotted heading to McGregor, Texas for static fire testing, June 11. (TeslaMotorsClub /u/nwdiver)
- Falcon 9 B1045 prepares for its first flight, the launch of NASA’s TESS exoplanet observatory. (SpaceX)
Time will be of the essence more than ever before for those refurbishments, as the combined fleet of B1047 and B1048 will have to suffice for any additional launches scheduled for late July or early August, the only alternatives being the rapid shipment and testing of B1049 or simply delaying those launches until boosters can be (safely) made available. Block 5’s purpose-built reusability and reliability-focused upgrades will thus be subjected to a near-immediate trial by fire if SpaceX’s engineers and technicians are happy with the first Block 5 rocket’s teardown analysis and the company is up for the challenge.
Up next, fittingly, is the final orbital launch of a (flight-proven) Block 4 version of Falcon 9, itself likely to smash SpaceX’s previous record for time between two flights of the same booster. The mission, CRS-15, will see another flight-proven orbital Cargo Dragon capsule sent to the International Space Station aboard a flight-proven rocket booster, a veritable tip of the hat at SpaceX’s future ambitions with BFR. CRS-15 is scheduled to launch at 5:41am EDT, June 28.
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Cybertruck
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
Elon Musk
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Elon Musk
Tesla hits major milestone with Full Self-Driving subscriptions
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.


