News
SpaceX completes Falcon 9 test fire, space station supply mission up next
After almost exactly 15 months of dormancy, SpaceX’s Launch Complex 40 (LC-40) came to life with the roar of nine Merlin 1D rocket engines as Falcon 9 1035 conducted its second pre-launch static fire in preparation for the company’s 13th Commercial Resupply Services mission, CRS-13. Previously tasked with the launch of the CRS-11 Cargo Dragon, the booster completed its mission and returned safely to Landing Zone-1 (LZ-1) on June 3 2017. The path towards LC-40’s reactivation has delayed the launch approximately one week, but December 6th’s successful static fire bodes well for the current launch date, 11:46 AM on December 12.
Static fire test of Falcon 9 complete—targeting launch of CRS-13 on December 12 from Pad 40, followed by launch of Zuma from Pad 40 in early January.
— SpaceX (@SpaceX) December 6, 2017
On September 6 2016, LC-40 was effectively destroyed over the course of the Amos-6 failure. In months that followed, SpaceX reactivated LC-39A in order to continue chipping away at the company’s launch manifest, but also began the slow process of damage assessment and reconstruction of LC-40. It is safe to assume that almost every single component of the ground support equipment (GSE) was completely replaced, and interviews with Cape Canaveral’s 45th Space Wing commander suggest that SpaceX went further still, transforming the painful situation into an opportunity.
In an exclusive and frank conversation between Brig. Gen. Wayne Monteith and Florida Today’s Emre Kelly, the commander suggested that extensive design changes and additional hardening measures implemented during reconstruction are expected to make LC-40 exceptionally resilient to the rigors of rocket launches. Most tellingly, if perhaps overly optimistic, Monteith estimated that a second vehicle failure on the order of Amos-6 might only take two months to recover from, compared to the 15 months that followed Amos-6. He attributed this claim to GSE that is now largely buried underground, theoretically protecting the vast apparatus of hand-welded piping necessary to fuel the Falcon 9 launch vehicle. The replacement Transporter/Erector/Launcher (TEL) tasked with supporting Falcon 9 during integration and launch also appears to have been modernized, and will likely end up looking quite similar to the monolithic white TEL that resides at LC-39A.
Rocket and spacecraft for CRS-13 are flight-proven. Falcon 9’s first stage previously launched SpaceX’s eleventh resupply mission for @NASA, and Dragon flew to the @Space_Station in support of our sixth cargo resupply mission. pic.twitter.com/RY4F2TrWO2
— SpaceX (@SpaceX) December 6, 2017
With CRS-13’s static fire now complete, the mission is set to become the fifth operational reuse of a flight-proven Falcon 9 booster in 2017, thanks to NASA’s unusually rapid acceptance of the new practice. Further still, if Iridium-4’s December 22 launch date holds, and it does look to be stable for the moment, SpaceX will rather incredibly have conducted five commercial reuses of a Falcon 9 in its first year of operations, meaning that one third of SpaceX’s 2017 missions will have launched aboard flight-proven boosters. Also impressive is SpaceX’s full-stop move towards the reuse of Cargo Dragon capsules, and the company stated over the summer that it was hoping to almost completely redirect Cargo Dragon’s manufacturing facilities towards Dragon 2, also known as Crew Dragon. This was most recently reiterated several months ago and is presumed to still be the company’s goal moving forward, and CRS-12 is believed to have been the last “new” Cargo Dragon that will fly. CRS-13’s Dragon previously flew the CRS-6 mission in April 2015.
Photos shared privately with the author show CRS-13’s Falcon 9 to be covered in a graceful layer of soot from its previous recovery, similar in appearance to Falcon 9 1021 seen above. (Instagram/bambi_mydear)
In a December 6 tweet, SpaceX further confirmed that the deeply secretive Zuma mission, previously delayed from an early-November launch as a result of concerns about fairing defects, has now been moved from LC-39A to LC-40 and is understood to be targeting January 4 2018. This will give SpaceX approximately three weeks after the launch of CRS-13 to verify that everything is functioning nominally in what is essentially a new pad.
Meanwhile, with Zuma now officially moved to 40, LC-39A is completely free from routine operations, meaning that SpaceX’s ground crew can now work at will to ready the pad for the inaugural launch of Falcon Heavy, now aiming for early 2018. Aside from Falcon Heavy, recent FCC filings point to two additional SpaceX launches aiming for January, although slips are probable in light of CRS-13’s minor delays. Regardless, December and January are likely to be thrilling months for followers of the intrepid space exploration outfit.
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.
News
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.
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 hits major milestone with Full Self-Driving subscriptions
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
