News
SpaceX Falcon Heavy with Block 5 rockets targets November launch debut
According to several of its satellite passengers, SpaceX’s second launch of Falcon Heavy – this time with three Falcon 9 Block 5 boosters – is understood to be targeted for no earlier than November 2018 and will mark the first commercial mission for the world’s most powerful operational rocket.
Under the blanket label Space Test Program-2 (STP-2), Falcon Heavy’s first operational mission will be conducted for the US Air Force and see 25 various spacecraft – some weighing as much as 500 kilograms – launched into an equally varied selection of orbits, requiring a complex series of restarts and burns for the rocket’s upgraded Block 5 second stage. STP-2 also includes a huge 5000-kilogram ballast mass as a result of the decision to fly the mission as a demonstration of Falcon Heavy instead of a less powerful but cheaper and simpler single-booster Falcon 9. The total mass of all 25 payloads is likely far beneath the powerful rocket’s actual capabilities, as are the performance and propellant reserves required for the upper stage to inject different spacecraft into a number of orbits, hence the inclusion of so much dead mass.

Falcon 9 Block 5 shows off its interstage heat shielding and titanium grid fins. Falcon Heavy’s three boosters will likely look nearly identical. (Tom Cross)
Of those 25 distinct payloads, a number even include their own co-passenger satellites and experiments and have orbit requirements ranging from a basic circular low Earth orbit (~700km) to an odd, elliptical orbit with ends at 6000 and 12000km. For Falcon Heavy’s second flight, SpaceX will be fielding three highly reusable Block 5 boosters and a Block 5 upper stage with upgrades that enable the vehicle to operate far longer on orbit and reignite its Merlin Vacuum engine three or more times.
- SpaceX’s second Falcon Heavy launch will either be the USAF’s STP-2, a collection of smaller satellites, or Arabsat 6A, a large communications satellite. (USAF)
- One group of STP-2 passengers, known as DSX, has been awaiting launch for more than eight years. (USAF)
- Falcon Heavy explodes off of Pad 39A in a spectacle of fire, Roadster in tow. (Tom Cross)
Unlikely to seriously tax Falcon Heavy’s brute-force payload lifting capabilities even with five metric tons of ballast, STP-2 will still be a lengthy and complicated endeavor for SpaceX’s Falcon upper stage – perhaps the most complex the company has yet to attempt. However, above all else, the most difficult aspect of the USAF STP-2 mission is almost certainly the comparatively mundane act of coordinating dozens of wildly different satellites and spacecraft from an equally varied number of different and geographically disparate institutions, companies, and government agencies, all of which must be ready for launch and attached to the same SpaceX payload adapter at roughly the same time to prevent mothballing launch delays.
RELATED: Reliving SpaceX Falcon Heavy: A press photographer’s memoir, not so much a blog post
- Falcon Heavy as seen a day before launch, February 5. (Tom Cross)
- All nine Merlin 1Ds displayed with their adorable cozies. (Tom Cross/Teslarati)
- Falcon Heavy’s stunning dual side booster recovery. (SpaceX)
SpaceX’s first Falcon Heavy completed its spectacularly successful debut earlier this year with a mission that saw CEO Elon Musk’s own Tesla Roadster launch into orbit around the sun and culminated in the truly extraordinary near-simultaneous landings of the rocket’s two flight-proven side boosters. Those boosters both completed their first launches in 2016, nearly two years prior to their second and final flights, and the reinforced center core was built as a new but now-outdated Block 3, lessening the blow from its failure to land aboard the drone ship Of Course I Still Love You after separating from the upper stage. Like all Block 5 versions of Falcon, the second Falcon Heavy’s Block 5 boosters should be expected to support a number of launches before retirement, ranging from several to as many as 100.
Elon Musk
Tesla hits major milestone with Full Self-Driving subscriptions
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.







