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SpaceX adds fresh Falcon 9 booster to the fleet after drone ship recovery
SpaceX has added a second new Falcon 9 booster to its rocket fleet in just one month after B1060 safely returned to shore aboard drone ship Just Read The Instructions (JRTI) on July 4th.
Exactly 31 days prior, Falcon 9 booster B1058 sailed into Port Canaveral aboard drone ship Of Course I Still Love You (OCISLY) on June 3rd after becoming the first private rocket in history to launch astronauts into orbit. Prior to B1058’s successful May 30th launch and landing debut, SpaceX’s fleet of available flightworthy boosters appeared to be just three strong, comprised of B1049, B1051, and B1059. Supposedly (relatively) easy to reconfigure into regular Falcon 9 boosters, twice-flown Falcon Heavy side boosters B1052 and B1053 remain wildcards that seem unlikely to re-enter circulation anytime soon.
In other words, SpaceX has grown its fleet of flight-proven Falcon 9 boosters by almost 70% in a single month, undoubtedly bringing with it some welcome sighs of relief for the second half of the company’s 2020 launch manifest. Given just how ambitious SpaceX’s plans are for the next six months, both boosters are set to be invaluable assets in the near term.
Postponed from June for unknown reasons, July could potentially be SpaceX’s busiest month of launches ever. The 10th overall Starlink launch – also SpaceX’s second Starlink rideshare – is on track to lift off with Falcon 9 booster B1051 on its fifth flight no earlier than (NET) 11:59 am EDT (16:59 UTC) on July 8th. Initially scheduled around June 22nd, B1051 no longer has a shot at beating SpaceX’s booster turnaround record, but it could snag a four-way tie with Falcon 9 boosters B1048, B1052, and B1053 at 74 days between launches.
Up next, SpaceX is scheduled to launch the ANASIS II South Korean military communications satellite as early as July 14th. Perhaps just 11 days after that, another Falcon 9 rocket is scheduled to attempt the United States’ first East Coast polar launch in half a century with Argentina’s SAOCOM 1B Earth radar satellite mission. As of now, ANASIS II is expected to launch on booster B1058 according to Next Spaceflight, potentially crushing SpaceX’s booster turnaround record by 17 days (>25%). The Falcon 9 booster assigned to SAOCOM 1B remains a mystery at this point, although B1059 or B1049 are the obvious candidates, with B1060 a close third.
Finally, SpaceX has another Starlink mission – Starlink V1 L10 – scheduled to launch no earlier than late July, likely flying on either Falcon 9 B1049 or B1060.
For SpaceX to achieve its goal of 2-4 launches per month for the rest of the year, it looks like its newly expanded fleet of Falcon 9 boosters is going to have to routinely break or at least skirt turnaround records of just a handful of weeks. As an example, in July alone, SpaceX will need to use four of its five-booster fleet to complete the four launches it has scheduled, while the fifth booster last launched on either June 3rd, 13th, or 30th.
SpaceX has at least two additional Starlink missions scheduled in August, meaning that both B1051 and B1058 will need to launch just 40-50 days later to sustain that cadence. Thankfully, September should bring a bit of respite heading into Q4 2020 if both Falcon 9 boosters B1061 and B1062 debut on scheduled in mid-September (Crew Dragon’s first operational astronaut launch) and September 30th (GPS III SV04), respectively. If successfully recovered, SpaceX’s fleet will grow to seven boosters strong – likely more than enough to sustain an average cadence of one launch every 10-14 days.
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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
