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SpaceX sends reused Falcon 9 booster west for first California Starlink launches
SpaceX has shipped the first of one or two flight-proven Falcon 9 boosters from Florida to California in the latest sign that the company is preparing to begin dedicated polar Starlink launches in the near future.
On May 27th, a Reddit post revealed a Falcon 9 booster arriving at Vandenberg Air/Space Force Base (VAFB), the home of SpaceX’s West Coast SLC-4E launch pad. Only truly useful for polar or high-inclination launches with satellites that need to orbit the Earth’s poles instead of the equator, SpaceX has only used SLC-4E twice in the last two years – once in June 2019 and most recently in November 2020.
Now, amidst a major hiring spree and rare new activity at a nearby Los Angeles port, SpaceX is clearly gearing up to return its SLC-4E launch pad to active duty.
B1049 began its career in Florida (Telstar 18V), moved to Vandenberg for its second flight (Iridium-8), went back to Florida for seven Starlink missions, and is once again returning to the best coast.— Michael Baylor (@nextspaceflight) May 27, 2021
Both recent West Coast Falcon 9 missions hosted booster landings at LZ-4, a landing zone situated a little over 1000 feet (300m) away from the launch pad. That freed up SpaceX to ship former West Coast drone ship Just Read The Instructions (JRT) across the Panama Canal in August 2019, where it ultimately joined the company’s Florida rocket recovery fleet in early 2020 to support a major launch cadence ramp.
As a partial result, SpaceX was able launch Falcon 9 26 times in 2020, beating the previous record – 21 flights – by almost a quarter. In 2021, SpaceX is well on its way to smashing that annual launch record again and has completed 16 orbital launches with seven full months left in the year. That cadence is pushing SpaceX’s launch pads, recovery ships, and booster fleet to their limits. Due to the voracious demands of SpaceX’s almost weekly launch cadence, the company would only be shipping a workhorse booster to Vandenberg if there was a pressing need for it.
Said to be Falcon 9 B1049 by Next Spaceflight and NASASpaceflight reporter Michael Baylor, the booster that arrived at Vandenberg Air Force Base on Thursday has flown nine times – two of which it completed in February and May 2021. B1049 hasn’t been the most rapidly reusable of the fleet and is the oldest Falcon booster still operational after debuting in September 2018. However, SpaceX’s SLC-4E is relatively old itself and recruiting documents distributed as recently as 2021 indicated that the company’s West Coast resurgence was targeting a maximum cadence of one launch per month.
Virtually all of those missions will carry the company’s own Starlink satellites. On Wednesday, May 26th, SpaceX completed its 28th operational East Coast Starlink launch, effectively completing the first ‘tranche’ of the constellation once the satellites already in space reach their operational orbits. In April, SpaceX COO and President Gwynne Shotwell stated that polar Starlink launches would begin not long after that 28-launch milestones.
The day before B1049 arrived, SpaceX filed the first regulatory documents for at least six Vandenberg Starlink launches between July 2021 and January 2022 – one mission per month. It’s hard to say when the first launch will come. With B1049 now on site, FCC permits in work, and a new berth lease active in Port of Long Beach, the only real piece of the equation missing is a drone ship to support polar Starlink launches. According to said FCC documents, SpaceX will continue to push Falcon 9 to its limits on the West Coast, recovering boosters 640 km (~400 mi) downrange after polar Starlink launches.
SpaceX’s two operational drone ships – OCISLY and JRTI – currently have their hands full on the East Coast. Transporting either to California will take several weeks, limiting SpaceX’s East Coast launch cadence during that period. SpaceX and its contractors are currently hard at work completing a third drone ship – A Shortfall of Gravitas (ASOG), but past experience suggests that the vessel is at least a few months away from completion.
Once a drone ship has arrived at SpaceX’s new West Coast docks, though, the company will have almost everything it needs to kick off polar Starlink launches.
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
