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SpaceX sets the stage for three Falcon 9 launches in six days
SpaceX has successfully tested a Falcon 9 rocket tasked with launching Italy’s CSG-2 Earth observation satellite as early as 6:11 pm EST (23:11 UTC), Thursday, January 27th.
For any European Space Agency (ESA) member state, launching a spacecraft on a non-European rocket is a rarity. Because the Ariane and Vega rockets that ESA has helped fund and European countries help build are simply no longer capable of consistently competing with SpaceX’s Falcon pricing, Arianespace and ESA have increasingly sought multi-year political mandates that force member states to agree to launch all possible payloads on Ariane, Vega, or Soyuz rockets. Only after Vega suffered multiple launch failures and its Vega C upgrade ran into multiple delays was Italy apparently able to consider launch alternatives for CSG-2 instead of delaying its already-delayed launch by another year or more.
Designed to monitor Earth’s surface towards a variety of ends with a technology known as scanning aperture radar (SAR), the roughly 2200-kilogram (~4900 lb) satellite is headed to a circular polar orbit 620 kilometers (385 mi) above the planet’s surface. Designed to launch on the primarily Italian-built Vega C rocket, which is itself designed to launch up to 2300 kg to low Earth orbit, CSG-2 will instead launch on SpaceX’s much larger Falcon 9.
As of a few years ago, a Falcon 9 launch with a flight-proven booster carried a base price of approximately $50M for at least 12 tons (~27,000 lb) to LEO. According to manufacturer Avio, Vega C is designed to launch 2.3 tons (~5100 lb) to LEO for about $40M. Given that SpaceX recently charged NASA $50M to launch the agency’s IXPE X-ray observatory with a drone ship landing for the mission’s Falcon 9 booster, it’s plausible that Italy is paying SpaceX less than $50M to launch CSG-2, which is light enough and headed to a simple enough orbit to allow its Falcon 9 booster to return to land for recovery.
According to CEO Elon Musk, the complexity of a drone ship landing and at-sea booster recovery adds significant cost (perhaps up to several hundred thousand dollars) to any Falcon launch that requires it. As such, Falcon 9’s return-to-launch-site (RTLS) landing could singlehandedly shave ~$500,000 from CSG-2’s launch price, making it even more cost-competitive with Vega.
Thanks to the launch window SpaceX and ASI have settled on, CSG-2’s launch could be quite spectacular – and for more than just the crowd-favorite Falcon 9 RTLS landing it will include. Set to lift off just 15 minutes after sunset, the twilight sky (clouds permitting) will be dark blue as Falcon 9 lifts off and climbs into sunlight, backlighting the miles-long exhaust plumes of both stages.
The mission’s RTLS landing will only enhance the effect by adding the interaction of the exhaust plumes of both stages as CSG-2’s Falcon 9 booster flips around and boosts back towards the Florida coast. The sun may even backlight the booster’s exhaust during a reentry burn performed a few minutes after stage separation, hopefully resulting in a spectacular light show that lasts several minutes and is visible for hundreds of miles in any direction.
CSG-2 is the first of three SpaceX launches scheduled in six days. The company aims to launch CSG-2 at 6:11 pm EST on January 27th, Starlink 4-7 around 6:15 pm EST on January 29th, and NROL-87 as early as the morning of February 2nd. If all three avoid delays, NROL-87 will be SpaceX’s sixth launch in 27 days, making it the second time SpaceX has launched three times in one week and six times in four weeks.
News
Tesla launches its coolest gift idea ever just a few weeks after it was announced
“Gift one month of Full Self-Driving (Supervised), which allows the vehicle to drive itself almost anywhere with minimal intervention.”
Tesla has launched its coolest gift idea ever, just a few weeks after it was announced.
Tesla is now giving owners the opportunity to gift Full Self-Driving for one month to friends or family through a new gifting program that was suggested to the company last month.
The program will enable people to send a fellow Tesla owner one month of the company’s semi-autonomous driving software, helping them to experience the Full Self-Driving suite and potentially help Tesla gain them as a subscriber of the program, or even an outright purchase.
Tesla is going to allow owners to purchase an FSD Subscription for another owner for different month options
You’ll be able to gift FSD to someone! https://t.co/V29dhf5URj
— TESLARATI (@Teslarati) November 3, 2025
Tesla has officially launched the program on its Shop. Sending one month of Full Self-Driving costs $112:
“Gift one month of Full Self-Driving (Supervised), which allows the vehicle to drive itself almost anywhere with minimal intervention. All sales are final. Can only be purchased and redeemed in the U.S. This gift card is valued at $112.00 and is intended to cover the price of one month of FSD (Supervised), including up to 13% sales tax. It is not guaranteed to cover the full monthly price if pricing or tax rates change. This gift card can be stored in Tesla Wallet and redeemed toward FSD (Supervised) or any other Tesla product or service that accepts gift card payments.”
Tesla has done a great job of expanding Full Self-Driving access over the past few years, especially by offering things like the Subscription program, free trials through referrals, and now this gift card program.
Gifting Full Self-Driving is another iteration of Tesla’s “butts in seats” strategy, which is its belief that it can flip consumers to its vehicles and products by simply letting people experience them.
There is also a reason behind pushing Full Self-Driving so hard, and it has to do with CEO Elon Musk’s compensation package. One tranche requires Musk to achieve a certain number of active paid Full Self-Driving subscriptions.
More people who try the suite are likely to pay for it over the long term.
News
Tesla expands Robotaxi app access once again, this time on a global scale
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
Tesla has expanded Robotaxi app access once again, but this time, it’s on a much broader scale as the company is offering the opportunity for those outside of North America to download the app.
Tesla Robotaxi is the company’s early-stage ride-hailing platform that is active in Texas, California, and Arizona, with more expansion within the United States planned for the near future.
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
The platform has massive potential, and Tesla is leaning on it to be a major contributor to even more disruption in the passenger transportation industry. So far, it has driven over 550,000 miles in total, with the vast majority of this coming from the Bay Area and Austin.
First Look at Tesla’s Robotaxi App: features, design, and more
However, Tesla is focusing primarily on rapid expansion, but most of this is reliant on the company’s ability to gain regulatory permission to operate the platform in various regions. The expansion plans go well outside of the U.S., as the company expanded the ability to download the app to more regions this past weekend.
So far, these are the areas it is available to download in:
- Japan
- Thailand
- Hong Kong
- South Korea
- Australia
- Taiwan
- Macau
- New Zealand
- Mexico
- U.S.
- Canada
Right now, while Tesla is focusing primarily on expansion, it is also working on other goals that have to do with making it more widely available to customers who want to grab a ride from a driverless vehicle.
One of the biggest goals it has is to eliminate safety monitors from its vehicles, which it currently utilizes in Austin in the passenger’s seat and in the driver’s seat in the Bay Area.
A few weeks ago, Tesla started implementing a new in-cabin data-sharing system, which will help support teams assist riders without anyone in the front of the car.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
As Robotaxi expands into more regions, Tesla stands to gain tremendously through the deployment of the Full Self-Driving suite for personal cars, as well as driverless Robotaxis for those who are just hailing rides.
Things have gone well for Tesla in the early stages of the Robotaxi program, but expansion will truly be the test of how things operate going forward. Navigating local traffic laws and gaining approval from a regulatory standpoint will be the biggest hurdle to jump.
Tesla received a price target boost from Morgan Stanley, according to a new note on Monday morning, but there is some considerable caution also being communicated over the next year or so.
Morgan Stanley analyst Andrew Percoco took over Tesla coverage for the firm from longtime bull Adam Jonas, who appears to be focusing on embodied AI stocks and no longer automotive.
Percoco took over and immediately adjusted the price target for Tesla from $410 to $425, and changed its rating on shares from ‘Overweight’ to ‘Equal Weight.’
Percoco said he believes Tesla is the leading company in terms of electric vehicles, manufacturing, renewable energy, and real-world AI, so it deserves a premium valuation. However, he admits the high expectations for the company could provide for a “choppy trading environment” for the next year.
He wrote:
“However, high expectations on the latter have brought the stock closer to fair valuation. While it is well understood that Tesla is more than an auto manufacturer, we expect a choppy trading environment for the TSLA shares over the next 12 months, as we see downside to estimates, while the catalysts for its non-auto businesses appear priced at current levels.”
Percoco also added that if market cap hurdles are achieved, Morgan Stanley would reduce its price target by 7 percent.
Perhaps the biggest change with Percoco taking over the analysis for Jonas is how he will determine the value of each individual project. For example, he believes Optimus is worth about $60 per share of equity value.
He went on to describe the potential value of Full Self-Driving, highlighting its importance to the Tesla valuation:
“Full Self Driving (FSD) is the crown jewel of Tesla’s auto business; we believe that its leading-edge personal autonomous driving offering is a real game changer, and will remain a significant competitive advantage over its EV and non-EV peers. As Tesla continues to improve its platform with increased levels of autonomy (i.e., hands-off, eyes-off), it will revolutionize the personal driving experience. It remains to be seen if others will be able to keep pace.”
Additionally, Percoco outlined both bear and bull cases for the stock. He believes $860 per share, “which could be in play in the next 12 months if Tesla manages through the EV-downturn,” while also scaling Robotaxi, executing on unsupervised FSD, and scaling Optimus, is in play for the bull case.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Meanwhile, the bear case is placed at $145 per share, and “assumes greater competition and margin pressure across all business lines, embedding zero value for humanoids, slowing the growth curve for Tesla’s robotaxi fleet to reflect regulatory challenges in scaling a vision-only perception stack, and lowering market share and margin profile for the autos and energy businesses.”
Currently, Tesla shares are trading at around $441.
Tesla launches its coolest gift idea ever just a few weeks after it was announced
Tesla expands Robotaxi app access once again, this time on a global scale
