News
SpaceX’s next Falcon Heavy begins to arrive at 39A as center core heads to TX
Approximately a week after a Falcon Heavy side booster – the first of two – arrived at SpaceX’s LC-39A launch complex, a sign of late-stage preparation for the massive rocket’s second and third launches, a Falcon Heavy center stage was spotted rolling through the Waco, Texas locale on its way to SpaceX’s McGregor testing facilities.
Signified by the outlines of unusual bumps under the Falcon booster’s protective shrink wrap, this probable Falcon Heavy center core’s Texas arrival indicates that SpaceX has most likely completed static fire testing of both side boosters, with the second booster now likely to depart McGregor and/or arrive at SpaceX’s Florida facilities in the coming weeks.
The first component of Falcon Heavy Block 5 has arrived at HLC-39A! https://t.co/38spGaCps9
— Thomas Burghardt (@TGMetsFan98) December 22, 2018
In February 2018, Falcon Heavy took flight for the first time ever, bringing to an end an almost mythical series of delays that pushed the rocket’s debut back more than five years. Aside from the unintentional demise of Falcon Heavy Flight 1’s center core, the inaugural launch was a spectacular and technologically valuable success, perfectly verifying the rocket’s ability to safely ignite, launch, separate, and recover two Falcon 9-class boosters simultaneously. SpaceX also took the opportunity – a payload with no practical value aside from inspiration – to perform a successful six-hour coast of the Falcon upper stage, demonstrating a capability critical for many potentially valuable launch contracts.

Now verified by planning schedules, SpaceX plans to attempt a truly impressive feat in the first half of 2019. Assuming all goes well during the center booster’s static fire and the subsequent integration and static fire of all three first stages, the company intends to launch the same Falcon Heavy hardware (all three boosters) twice in as little as two months, currently tentatively penciled in for February/March and April 2019.
Surprise sighting of a #SpaceX Falcon 9 rocket booster in my hometown headed a few minutes down the road to the McGregor, TX test site. First time in years seeing a booster in transit “in the wild” like this. 🚀 @elonmusk #falcon9 #falconheavy #STEM #bfr #space pic.twitter.com/daEz4NZPi5
— Abby Garrett (@abbygarrettart) January 1, 2019
Corroborated a few weeks ago by a NASA official involved in one of the payloads that will be present on that planned April launch, SpaceX plans to attempt recovery of both the side boosters and center core and rapidly refurbish them after their first launch in February or March, nominally placing the 6000 kg (~13,200 lb) Arabsat 6A satellite into a high-energy orbit. Perhaps as few as 4-8 weeks later, the rocket will be reintegrated, perform a second static fire at Pad 39A, and launch once again with a USAF rideshare known as Space Test Program (STP) 2, a program specifically designed to allow the Air Force to support low-risk test launches of unproven rockets.
Even more so than the fact that an ~8-week Falcon Heavy turnaround would simultaneously break SpaceX’s previous booster turnaround record in triplicate, the biggest reason to be skeptical of these plans is the fact that this schedule appears to require that the USAF fly a mission on not one but three flight-proven Falcon boosters. This stands at odds with the military branch’s unwillingness (by all appearances) to so much as allow a brand new Falcon 9 enough propellant margin (typically just a few percent) to land itself after the December 23rd launch of GPS III SV01, let alone allow their satellites to ride on a previously-flown rocket.
- Falcon Heavy is composed of a Falcon 9 upper stage and three Falcon 9-class boosters. (SpaceX)
- Falcon Heavy’s simultaneous side booster recovery. This will likely be repeated for both Arabsat 6A and STP-2. (SpaceX)
- The communications satellite Arabsat-6A. (Lockheed Martin)
- The USAF’s STP-2, a combination of a few dozen different satellites. (USAF)
The major wrench in the machine here is the fact that GPS III SV01 most likely cost the USAF upwards of $700M to procure and will ultimately become a critical part of a widespread infrastructural upgrade, whereas STP-2 features two dozen or so small satellites worth dramatically less than the single GPS satellite SpaceX launched last month. STP-2 also operates under a program that is in large part meant to offer opportunities for new or wholly unproven launch vehicles (like Falcon Heavy) to conduct experimental launches, carrying the assumption that certifying those rockets for national security space (NSS) missions would be in the best interests of the Air Force and DoD.
As such, the back-to-back Falcon Heavy launch schedule is by no means impossible despite the fact that it offers up many reasons to doubt its plausibility. Either way, the fact that the next Falcon Heavy’s center core has already left SpaceX’s Hawthorne factory – following in the footsteps of two new side boosters – is a nearly unequivocal sign that the rocket’s second launch rapidly approaching.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
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.




