News
SpaceX’s next Falcon Heavy reaches milestone as third booster arrives in FL
A new SpaceX rocket was spotted traveling into Florida yesterday on its way to one of the company’s several Cape Canaveral booster storage and processing hangars. More likely than not, this particular booster is the second Falcon Heavy center core ever built, a heavily modified variant of Falcon 9’s first stage.
With the presumed center core’s arrival, all three Falcon Heavy boosters are now at or near SpaceX Launch Complex 39A, a major step forward for the second flight of the super heavy-lift launch vehicle, currently NET March 2019. Aside from the first stage, it appears that Falcon Heavy Flight 2’s payload fairing may have also arrived at Cape Canaveral around the end of January.
Captured by SpaceX Facebook group member Joshua Murrah on the morning of February 11th, the shrinkwrapped Falcon booster and truck were stopped at a weigh station on the border of Alabama and Florida, a now-common location for core spottings thanks to its adjacency to Mr. Murrah’s daily commute. No more than an 8-10 hour drive from Florida’s East Coast and Kennedy Space Center, the rocket likely arrived at its destination sometime within the last 12 or so hours.
While Falcon Heavy hardware would normally be expected to head straight for SpaceX’s hangar at Pad 39A, the only facility currently capable of launching the triple-booster rocket, the company faces a mild logistical challenge thanks to the terminally delayed launch debut of Crew Dragon. As of now, Crew Dragon, Falcon 9, and 39A’s transporter/erector (T/E) are integrated inside the pad’s hangar, leaving very little space for additional rocket processing as a result of the sheer scale of the T/E. Past photos of SpaceX’s 39A hangar illustrate that it can nominally house 4 or 5 Falcon boosters with ease, but space becomes far more limited once the T/E is rolled inside.
there might actually be juuuust enough room to literally fit them per FH Flight 1 processing pics, but only enough for Falcon Heavy integration if the TE remains outside. Will be very curious to see how SpaceX handles this, it's one hell of a logistical puzzle 😅 pic.twitter.com/D5BFXQnQ3V
— Eric Ralph (@13ericralph31) January 30, 2019
In essence, Falcon Heavy Flight 2 will likely have to wait until Crew Dragon has completed its launch debut before SpaceX technicians and engineers can begin integrating its three boosters and verifying that all is healthy, only the second time SpaceX will have performed those procedures. Crew Dragon’s uncrewed demonstration mission (DM-1) is currently scheduled for NET March 2nd, although there is a high probability that it will slip at least a few more days into March, if not further. Prior to its latest March 2nd launch target, Crew Dragon was expected to launch sometime in mid-to-late January as of December 2018, a date that has effectively remained 30+ days away ever since.
It’s ambiguous what the causes of those delays are and SpaceX and NASA clearly have no interest in directly tackling an explanation, but the most likely reason can be found in a painfully mundane reality: paperwork, worsened by a record-length US goverment shutdown. While both partners are likely culpable in some way, the fact remains that SpaceX has a long history of doing difficult things faster and cheaper than the old guard perceives as possible, while NASA has its own decades-long history of doing difficult things with extreme caution (for better or for worse).
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- The second (and third) flight of Falcon Heavy is even closer to reality as the first new side booster heads to Florida after finishing static fire tests in Texas. (Reddit /u/e32revelry)
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- SpaceX Facebook group member Joshua Murrah captured two great photos of the second Falcon Heavy side booster to arrive in Florida in the last month. (Joshua Murrah, 01/17/19)
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- SpaceX Facebook group member Joshua Murrah also captured what is likely the third Falcon Heavy booster’s Florida arrival. (Joshua Murrah, 02/11/19)
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- Falcon Heavy ahead of its inaugural launch. (SpaceX)
With any luck, Crew Dragon will successfully launch into orbit for the first time in the first several days of March, leaving enough buffer for SpaceX to rapidly integrate, checkout, and static-fire Falcon Heavy for an operational launch debut – carrying communications satellite Arabsat 6A – near the end of March. If all goes well, Falcon Heavy’s third launch – the USAF’s second Space Test Program mission (STP-2) – could occur as early as April 2019, potentially just a month after Flight 2.
News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
