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SpaceX Falcon 9 Block 5 will usher in a new era of rapid reuse rockets

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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.

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

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.

Follow us for live updates, behind-the-scenes sneak peeks, and a sea of beautiful photos from our East and West coast photographers.

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Tom CrossTwitter

Pauline Acalin  Twitter

Eric Ralph Twitter

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla hits major milestone with Full Self-Driving subscriptions

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Credit: Ashok Elluswamy/X

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.

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.

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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.

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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.”

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Credit: Tesla

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:

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.

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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.

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.

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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.

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Credit: @AdanGuajardo/X

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. 

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