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SpaceX Falcon 9 Block 5 will usher in a new era of rapid reuse rockets
Despite all missions being readily in the range of recovery, SpaceX has only attempted to recover its Falcon boosters after two of the company’s five 2018 launches. If anything, the attachment to Falcon boosters and the apparent melancholy felt by many observers when they are not recovered is a testament to the staggeringly abrupt success of SpaceX’s reusable rocketry program.
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- Falcon Heavy’s side boosters seconds away from near-simultaneous landings at Landing Zones 1 and 2. (SpaceX)
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- GovSat’s Falcon 9 1032 spotted in one piece by Elon Musk after a soft-landing in the Atlantic. (Elon Musk)
Aside from Falcon Heavy’s center core and 1044, each booster expended in the last several months (Iridium-4, GovSat-1, and PAZ) was aging, flight-proven, and nearing the end of its operational life: Block 3 and Block 4 Falcon 9s were simply not designed or expected to fly more than two or three times total. Their seemingly premature deaths were thus a necessary step along the path to Block 5 and truly rapid and cheap booster reuse; perhaps as pragmatic as quite literally making space for new and superior hardware at SpaceX’s many facilities. The demise of Falcon Heavy’s center core nevertheless made for a spectacular video (skip to 1:10, or watch the whole thing…).
The end (of old Falcons) is nigh
Despite the carnage in recent times, the next two weeks are likely to see several more flight-proven Falcon 9s meet their timely, watery demise, or at least complete their final flight in the case of CRS-14.
- Iridium-5 (NET March 29) will be flying atop Booster (B) 1041, previously used for Iridium-3 (Oct. 2017)
- CRS-14 (NET April 2) will make use of B1039, a booster that debuted with the launch of CRS-12 (Aug. 2017)
- Iridium-6/GRACE-FO (NET April 28) was confirmed just yesterday to be flying on B1043, the booster that launched the now-infamous Zuma spysat this January
- Lastly, SES-12 (NET April 30) will likely use B1040, which orbited the USAF’s secretive X-37B spaceplane in Sept. 2017
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- Booster 1041 arrives in Port of San Pedro, CA in Oct. 2017 after successfully completing its first launch. (Pauline Acalin)
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- Booster 1039 lands after successfully launching CRS-12’s Cargo Dragon into orbit. 1039 completed its final mission on Monday afternoon, April 2. (SpaceX)
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- After landing at LZ-1, B1043 was refurbished in approximately four months. (SpaceX)
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- Falcon 9 B1040 returns to LZ-1 after the launch of the USAF’s X-37B spaceplane. (SpaceX)
While more than a little hard to believe, this series of launches over the next 4-6 weeks may see SpaceX’s fleet of flight-proven boosters shrink to no more than two flightworthy cores – perhaps just a single Falcon 9. The launch of NASA’s exoplanet observatory TESS – set to use the brand new Falcon 9 B1045 – will likely see one additional flight after landing at LZ-1 or OCISLY in mid-April. The final flight-proven booster known to exist in a potentially flightworthy state is B1042, famous for its moderate attempt at self-immolation and Roomba-murder (correction: the Roomba murder attempt was actually a few weeks before, during the landing of SES-11’s flight-proven booster) after the successful launch of Koreasat-5A in Oct. 2017. B1042’s future is unknown at this point, however, as the post-landing fire may have damaged the booster beyond repair.
Rounding out SpaceX’s entire fleet of boosters, at least after SES-12, are the flight-proven B1045, the first-ever Block 5 booster (B1046) – flight-proven after Bangabandhu-1, and the second Block 5 booster (B1047). Assuming that Block 5’s first hot-fire testing has gone well at SpaceX’s McGregor, TX facilities, it’s probable that B1048 and perhaps B1049 will roll out of the Hawthorne factory and head to Texas for their own tests between now and then.
https://www.instagram.com/p/BgfboKIB17H/
TL;DR: SpaceX is betting heavily on Block 5
The purpose of this brief jaunt through the annals of SpaceX’s rocket fleet and production goals is to demonstrate just how aggressively SpaceX has bet on Block 5 – both on its success as a new and complex technological system and as an unprecedentedly reusable orbital-class rocket. If any design or manufacturing flaws are discovered in the first several Block 5 Falcon 9s, or if Block 5 turns out to be less reusable than SpaceX hopes, the company could well find its manifested launch dates slipping as flightworthy boosters – not satellites – become the bottleneck for access to orbit.
Nevertheless, SpaceX has at least six full-up Falcon 9 boosters in various stages of integration and completion at their Hawthorne factory, as well as 1046 in (or departing) Texas and 1047 presumably on its way there. SpaceX certainly has a strong track record of introducing its many upgraded iterations of Falcon 9 in the past – fingers crossed that that trend continues with Block 5. If SpaceX’s confidence still rings true a month or two from today, a new era of access to space will have truly begun, and SpaceX will be able to quite rapidly refocus a considerable portion of its workforce on getting to Mars.
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- SpaceX Block 5 Falcon9 at McGregor, Texas [Credit: Chris G – NSF via Twitter, Reprinted with permission from NASASpaceflight.com]
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- SpaceX continues a cautious regiment of tests for the newest Falcon 9 upgrade, Block 5. (Reddit /u/HollywoodSX)
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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.
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.
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.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
