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SpaceX shifts Falcon 9 booster from landing pad to drone ship after anomaly
SpaceX officially confirmed that it will move the location of a Falcon 9 booster’s post-launch recovery in order to better preserve the site of Crew Dragon’s catastrophic April 20th failure.
Instead of returning the booster to one of SpaceX’s two Cape Canaveral Landing Zones (LZs), SpaceX has applied for an FCC permit to land the rocket less than 20 miles (~30 km) off the coast of Florida on the drone ship Of Course I Still Love You (OCISLY). The culprit for the last-second change of plans is a catastrophic failure of Crew Dragon that spread debris throughout SpaceX’s Landing Zone facilities, debris that will now be critical for the process of anomaly resolution. Landing a Falcon 9 booster at LZ-1 or 2 would invariably spread Crew Dragon’s debris and complicate the failure investigation even further.
Much like a tornado passing through a crime scene would likely hamper the value of that crime scene and any related investigations, a Falcon 9 booster landing at the scene of a fresh accident investigation would be an extremely unwelcome complication. Even with just one Merlin 1D engine firing during a Falcon 9’s landing burn, the engine exhaust departs the nozzle traveling approximately 2.7 km/s (1.7 mi/s) and could easily send Crew Dragon remnants hundreds or even thousands of feet away and incinerate smaller debris. Given that Crew Dragon’s explosion appears to have been highly energetic, many, many pieces will already be spread many hundreds – and perhaps thousands – of feet around the incident.
Crew Dragon is an extremely complex spacecraft. Even the tiniest of fragments could potentially be critical to the successful completion of the explosion investigation, especially if the fault began somewhere in capsule C201’s many hundreds of feet of plumbing. The pipes, valves, and pumps that make up Crew Dragon’s propellant management system have many hundreds (if not thousands) of small parts that must work without issue to safely pressurize and handle the spacecraft’s hypergolic propellant.
Cargo Dragon set for launch
Despite Crew Dragon’s serious failure and the need to change Falcon 9’s booster recovery plans at the last moment, SpaceX still appears to be working to maintain the planned launch date. The instantaneous window is set for 4:22 am ET (08:22 UTC), April 30th, delayed five days from the original April 25th target. Based on an update provided by NASA last week, those delays are the result of International Space Station (ISS) scheduling and additional time needed for payload preparations. Orbital-ATK’s (now “Northrop Grumman Innovation Systems” or NGIS) uncrewed Cygnus spacecraft successfully berthed with the ISS on April 19th, followed by the station’s astronauts unloading the three metric tons of cargo it contained over the next several days.
Once Cygnus operations have been completed, the ISS astronauts will be able to start preparing for Cargo Dragon’s CRS-17 resupply mission, likely carrying another three or four metric tons of pressurized cargo. Although the logistics of unloading, unpacking, and stowing the contents of hundreds of packages of consumables, hardware, tools, science experiments, and more is not exactly thrilling, the reality is that the task takes a surprising amount of time and care. Of the maximum six astronauts aboard the ISS at any given moment, only a few of them are able to focus exclusively on the cargo logistics at the same time as time-sensitive science experiments must be immediately set up to avoid ruining the data produced. Furthermore, although the ISS is truly massive, there are only a handful of berthing and docking ports and the actual habitable volume can be cramped, as are the ports between the station and visiting spacecraft.
An unknown Falcon 9 booster – perhaps B1056 – will perform a routine static fire test at SpaceX Launch Complex 40 (LC-40) five or so days before launch, likely within the next 48 hours. Soon after, Falcon 9 will be mated with CRS-17’s flight-proven Cargo Dragon capsule and expendable trunk before rolling back out to LC-40. If the FCC works fast and grants SpaceX’s updated booster recovery license in the next few days, CRS-17 should remain on track for an April 30th launch.
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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.”
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:
🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year pic.twitter.com/aTnruz818v
— TESLARATI (@Teslarati) January 28, 2026
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.
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.
🚨 Tesla has achieved nearly 700,000 paid Robotaxi miles since launching in June of last year pic.twitter.com/E8ldSW36La
— TESLARATI (@Teslarati) January 28, 2026
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.
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.
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.Â
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.
Tesla is bringing closure to its flagship Model S and Model X vehicles, which CEO Elon Musk said several years ago were only produced for “sentimental reasons.”
The Model S and Model X have been light contributors to Tesla’s delivery growth over the past few years, commonly contributing only a few percentage points toward the over 1.7 million cars the company has handed over to customers annually since 2022.
However, the Model S and Model X have remained in production because of their high-end performance and flagship status; they are truly two vehicles that are premium offerings and do not hold major weight toward Tesla’s future goals.
On Wednesday, during the Q4 2025 Earnings Call, Musk confirmed that Tesla would bring closure to the two models, ending their production and making way for the manufacturing efforts of the Optimus robot:
“It is time to bring the Model S and Model X programs to an end with an honorable discharge. It is time to bring the S/X programs to an end. It’s part of our overall shift to an autonomous future.”
Musk said the production lines that Tesla has for the Model S and Model X at the Fremont Factory in Northern California will be transitioned to Optimus production lines that will produce one million units per year.
Tesla Fremont Factory celebrates 15 years of electric vehicle production
Tesla will continue to service Model S and Model X vehicles, but it will officially stop deliveries of the cars in Q2, as inventory will be liquidated. When they’re gone, they’re gone.
BREAKING: Tesla will wind down Model S and Model X production next quarter, Elon Musk confirms.
“It is time to bring the Model S and Model X programs to an end with an honorable discharge.” pic.twitter.com/Czn7aQjJE1
— TESLARATI (@Teslarati) January 28, 2026
Tesla has been making moves to sunset the two vehicles for the better part of one year. Last July, it stopped taking any custom orders for vehicles in Europe, essentially pushing the idea that the program was coming to a close soon.
Musk said back in 2019:
“I mean, they’re very expensive, made in low volume. To be totally frank, we’re continuing to make them more for sentimental reasons than anything else. They’re really of minor importance to the future.”
That point is more relevant than ever as Tesla is ending the production of the cars to make way for Optimus, which will likely be Tesla’s biggest product in the coming years.
Musk added during the Earnings Call on Wednesday that he believes Optimus will be a major needle-mover of the United States’ GDP, as it will increase productivity and enable universal high income for humans.
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
