News
SpaceX confirms Starlink launch plans hours before Thursday liftoff
Update: Waiting longer than it ever has before, SpaceX finally confirmed it will attempt to launch Starlink 4-3 less than seven hours before the mission’s planned 6:12 pm EST (23:12 UTC), December 2nd liftoff. SpaceX has yet to publish any additional details or webcast links for the launch but should (in theory) do so within the next few hours.
SpaceX has raised Falcon 9 vertical for a record-breaking Starlink and rideshare mission known as Starlink Group 4 Launch 3 (4-3).
According to Spaceflight Now, Falcon 9 rolled out to SpaceX’s Cape Canaveral LC-40 launch pad and was expected to perform a static fire test as early as Monday, November 29th, briefly firing up the mystery flight-proven booster’s nine Merlin 1D engines to verify the rocket’s health. As of early Wednesday, that static fire has yet to happen, leaving SpaceX just ~36 hours to test the rocket before its current 5:57 pm EST (22:57 UTC), December 2nd launch target.
Despite its name, Starlink 4-3 will be SpaceX’s second Group 4 launch and is scheduled to deliver another 50-52 laser-linked Starlink V1.5 satellites to low Earth orbit. Normally, Starlink 4-3 would be carrying 53 Starlink satellites but SpaceX will instead swap out two or three Starlink satellites for two rideshare payloads from Earth observation company Blacksky.
Starlink 4-3 will be SpaceX’s fifth Starlink rideshare mission and second with Earth imaging satellites from Blacksky after Starlink V1 L9’s successful August 2020 launch. Each weighing around 60 kg (130 lb), Blacksky’s small ‘Gen2’ satellites are designed to capture images of Earth at resolutions of up to 0.9 meters per pixel. If successful, the launch will raise the number of operational Blacksky satellites in orbit from 8 to 10. Another two launches are expected to occur in the next two months for a total of 14 satellites.
Like past Starlink rideshares, SpaceX will likely launch Falcon 9 to a slightly higher orbit than usual – tailored to each customer’s needs. For SXRS-2, Spaceflight says Falcon 9 will deploy all Starlink and rideshare payloads in a (likely circular) 430 km (270 mi) low Earth orbit. In comparison, Falcon 9 deployed Starlink 4-1 in an orbit roughly 340 by 220 km.
For SpaceX, Starlink 4-3 will set at least two major spaceflight records. First, if all goes well, it will be SpaceX’s 27th launch of 2021 – a new record for annual launch cadence. Though CEO Elon Musk originally hoped for 40-48 launches this year, it appears that SpaceX will still manage around 29-31 by the end of December. However, if SpaceX managed to excise the apparent Starlink production gremlins that partly caused its launch cadence to plummet from 20 missions in the first half of 2021 to ~10 in the second half, 2022 could potentially meet Musk’s 2021 expectations.
Additionally, as pointed out by a Teslarati reader, Starlink 4-3 could also see Falcon 9 become the first American rocket in history to successfully complete more than 100 orbital launches in a row, narrowly beating out McDonnell Douglas’ retired Delta II rocket for the title. Earlier this year, many outlets already reported that SpaceX’s May 26th Starlink-28 launch was its 100th consecutive launch. While true in a very literal sense, it ignores SpaceX’s infamous Amos-6 Falcon 9 failure, which occurred well before liftoff but still destroyed both the rocket and payload. Following NASA’s DART mission earlier this month, which was Falcon 9’s unequivocal 100th launch success, Starlink 4-3 will be Falcon 9’s 101st orbital launch since Amos-6.
Only Russia’s R-7 (Soyuz) rockets – the most-launched rocket family in history – have successfully launched more times in a row. Since 1966, Soyuz rockets have launched more than 1900 times and the family has repeatedly completed 100 consecutively successful launches over its decades of operation. Eleven years after its debut, Falcon 9 currently stands at 127 fully successful launches – a lifetime away from matching Soyuz but still well on its way to a thoroughly impressive second place.
Stay tuned for official confirmation from SpaceX of Starlink 4-3’s pending static fire and December 2nd launch date.
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
