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SpaceX set to deliver cargo to the space station with a twice-flown Dragon spacecraft
SpaceX is set to become the only company in history to launch the same commercial space capsule to orbit three times, a milestone of orbital spacecraft reuse in an otherwise ‘routine’ Cargo Dragon mission to the International Space Station (ISS).
Known as CRS-18, the mission will (hopefully) see Cargo Dragon capsule C108 and a fresh trunk deliver several tons of cargo to the ISS, SpaceX’s second of three such launches planned for 2019. Beyond Cargo Dragon’s third trip to orbit, building upon SpaceX’s inaugural commercial spacecraft reuse back in June 2017, Falcon 9 B1056.1 will become the first flight-proven Block 5 booster to launch a NASA mission, potentially setting the particular core up for many more NASA reuses to come. CRS-18 is scheduled to launch no earlier than (NET) 6:24 pm EDT (21:24 UTC), July 24th.
SpaceX reused one of its Cargo Dragon (Dragon 1) capsules for the first time in June 2017, becoming the first company in history to recover and reuse an orbital-class spacecraft, much like the company is about to become the first to reuse a commercial spacecraft twice. Speaking at the ISSR&D 2017 conference, SpaceX CEO Elon Musk noted that – despite the fact that it was the first time a commercial entity (including SpaceX) had reused an orbital spacecraft – the cost of refurbishing Cargo Dragon C106 was no less than 50% cheaper than building a new capsule.
The cost-effectiveness of Cargo Dragon reuse has likely only improved in the two years since that historic first, meaning that SpaceX’s ISS resupply runs likely feature some extremely healthy margins for the company. According to an exhaustive 2017 analysis of CRS costs, the total cost of a single Cargo Dragon resupply mission is likely ~$175M (FY19). (Zapata, 2017)
Aside from CRS-18, SpaceX has two Dragon 1 launches remaining in its original CRS1 contract with NASA. Both will also necessarily make use of twice-flown capsules like CRS-18, leaving SpaceX with a retired fleet of no fewer than three thrice-flown and three twice-flown orbital spacecraft as Dragon 2 (Crew Dragon) takes the reins. Current schedules show SpaceX’s final CRS1 launch – CRS-20 – following CRS-19 (NET December 2019) in March 2020. Cargo Dragon 2’s launch debut is currently scheduled no earlier than August 2020 and – as all Cargo Dragon 2 launches – will reuse a lightly-modified, orbit-proven Crew Dragon capsule.
CRS-18: bad weather in spades
CRS-18 will likely face some of the worst weather SpaceX has ever experienced during an attempted Falcon 9 launch, with July 24th and the July 25th backup window carrying probabilities of violation (i.e. a scrub) of 70% and 80%, respectively. In other words, there is a measly 30% and 20% chance that Falcon 9 will be able to launch CRS-18 this Wednesday or Thursday.
Supporting the Cargo Dragon launch is Falcon 9 booster B1056.2, likely to set the second-fastest Falcon 9 turnaround time with just 80 days between its May 4th launch debut and CRS-18. SpaceX’s turnaround record currently stands at 74 days – a three-way tie between boosters B1048, B1052, and B1053. Additionally, B1056’s second launch will also mark the first time that NASA has reused a Block 5 booster, an important indication that the space agency is extremely comfortable with SpaceX’s latest Falcon 9 variant and its associated reuse procedures.
Stay tuned as Falcon 9 prepares to go vertical at Cape Canaveral Launch Complex 40 (LC-40) and the Air Force Station’s final T-24h launch day weather forecasts begin to roll in
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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
