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SpaceX’s Falcon Heavy likely to launch NASA telescope after ULA skips competition
On the heels of what will likely be NASA’s most significant telescope launch for at least a decade, the space agency appears to be about to select the launch provider for its next most expensive space telescope – a contract that SpaceX seems all but guaranteed to win.
Tory Bruno, CEO of the United Launch Alliance (ULA), revealed on February 15th that SpaceX’s chief competitor won’t even attempt to compete for the contract to launch NASA’s Nancy Grace Roman Space Telescope (NGRST; formerly the Wide-Field Infrared Survey Telescope or WFIRST). Named after Nancy Roman, who played a foundational role in the creation and launch of NASA’s famous Hubble Space Telescope, the Roman Space Telescope could potentially be the second most expensive NASA spacecraft launched this decade.
WFIRST was made possible when the US National Reconnaissance Office (NRO) chose to donate one of two Hubble-class spy telescopes it had merely sitting around and gathering dust to NASA in the mid-2010s. From a mechanical perspective, the telescope will be very similar to Hubble. However, in the decades since HST’s launch, electronics and sensor technology have dramatically improved, allowing NASA to pack instruments capable of simultaneously imaging 100 times the field of view HST is capable of into a similar package.
Additionally, instead of the Hubble’s primary focus on ultraviolet and visible wavelengths, the Roman Space Telescope will observe in infrared wavelengths, making it a perfect complement to the brand-new James Webb Space Telescope (JWST), which is also exclusively focused on the infrared spectrum. Combined, they could operate hand in hand, with NGRST acting like a surveyor or scout and JWST enabling a much closer look at noteworthy discoveries. Additionally, thanks to the inclusion of an unprecedentedly capable in-space coronagraph instrument, NGRST will be able to block out the light of stars, making it a game-changing tool for exoplanet discovery – exoplanets that JWST may then be able to image in even more detail with its much larger mirror.
The telescope must first be built and then make it to orbit, however. Expected to weigh at least 4.2 tons (~9250 lb) and designed to operate at the L2 Sun-Earth Lagrange point hundreds of thousands of miles from our planet, only large American rockets are an option for the $4.3 billion Roman Space Telescope’s launch. After a recent delay, that launch has slipped to no later than May 2027. However, NASA appeared to be in the final stages of selecting a launch provider as of late last month [PDF], meaning that the space agency may not be able to take advantage of potential launch options planned to debut over the next few years.
That includes Blue Origin’s New Glenn and Relativity Space’s Terran R. However, even ULA’s Vulcan Centaur rocket appears to have been precluded due to rules that generally mean that only rockets certified for NASA launches today can be awarded a contract to launch a high-value spacecraft. As such, while there is a good chance that one or all of the above rockets will have launched repeatedly and potentially achieved NASA LSP certification by 2027, they have little hope of winning a 2022 competition for a 2027 launch when facing a competitor with a rocket that’s already certified.
In this case, that competitor is SpaceX, whose Falcon Heavy rocket is certified for even the most risk-averse NASA LSP (Launch Service Program) missions. In just the last two years, SpaceX has won contracts to launch NASA’s Psyche asteroid explorer (Aug 2022), VIPER Moon rover (Q4 2023), GOES-U weather satellite (Q2 2024), Europa Clipper (Q4 2024), and the PPE and HALO modules of the Gateway lunar space station (Q4 2024). In fact, because ULA has already promised all of its remaining Delta IV Heavy and Atlas V rockets and because ULA’s Vulcan and Blue Origin’s New Glenn have yet to launch at all, SpaceX is actually the only US launch provider with rockets that are both available for future NASA launches and certified to launch and compete for them.
For some upcoming missions, it’s possible that NASA will wait much closer to the launch date in order to ensure a more competitive environment, but that’s not always possible if the design of an exceptionally sensitive payload (like a large space telescope) must be optimized for a specific vehicle. In the case of the Roman Space Telescope, that means that without a major departure from established rules and norms, SpaceX’s Falcon Heavy rocket is all but guaranteed to win the contract to launch it.
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Tesla taps Samsung for 5G modems amid plans of Robotaxi ramp: report
The move signals Tesla’s growing focus on supply-chain diversification and next-generation communications as it prepares to scale its autonomous driving and robotaxi operations.
A report from South Korea has suggested that Samsung Electronics is set to begin supplying 5G automotive modems to Tesla. If accurate, this would mark a major expansion of the two companies’ partnership beyond AI chips and into vehicle connectivity.
The move signals Tesla’s growing focus on supply-chain diversification and next-generation communications as it prepares to scale its autonomous driving and Robotaxi operations.
Samsung’s 5G modem
As per industry sources cited by TheElec, Samsung’s System LSI division has completed development of a dedicated automotive-grade 5G modem for Tesla. The 5G modem is reportedly in its testing phase. Initial supply is expected to begin in the first half of this year, with the first deployments planned for Tesla’s Robotaxi fleet in Texas. A wider rollout to consumer vehicles is expected to follow.
Development of the modem began in early 2024 and it required a separate engineering process from Samsung’s smartphone modems. Automotive modems must meet stricter durability standards, including resistance to extreme temperatures and vibration, along with reliability over a service life exceeding 10 years. Samsung will handle chip design internally, while a partner company would reportedly manage module integration.
The deal represents the first time Samsung has supplied Tesla with a 5G vehicle modem. Tesla has historically relied on Qualcomm for automotive connectivity, but the new agreement suggests that the electric vehicle maker may be putting in some serious effort into diversifying its suppliers as connectivity becomes more critical to autonomous driving.
Deepening Tesla–Samsung ties
The modem supply builds on a rapidly expanding relationship between the two companies. Tesla previously selected Samsung’s foundry business to manufacture its next-generation AI6 chips, a deal valued at more than 22.7 trillion won and announced in mid-2025. Together, the AI chip and 5G modem agreements position Samsung as a key semiconductor partner for Tesla’s future vehicle platforms.
Industry observers have stated that the collaboration aligns with Tesla’s broader effort to reduce reliance on Chinese and Taiwanese suppliers. Geopolitical risk and long-term supply stability are believed to be driving the shift in no small part, particularly as Tesla prepares for large-scale Robotaxi deployment.
Stable, high-speed connectivity is essential for Tesla’s Full Self-Driving system, supporting real-time mapping, fleet management, and continuous software updates. By pairing in-vehicle AI computing with a new 5G modem supplier, Tesla appears to be tightening control over both its hardware stack and its global supply chain.
Tesla’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.
In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.
This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.
Tesla is now allowing it to happen again ahead of the February 14th deadline.
The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.
Now, that issue will never be presented again.
Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.
While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.
Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.
The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.
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Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
Tesla taps Samsung for 5G modems amid plans of Robotaxi ramp: report
Tesla Full Self-Driving pricing strategy eliminates one recurring complaint
