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SpaceX Falcon Heavy rocket rolls to pad for Tuesday launch, dual booster landing
A SpaceX Falcon Heavy rocket has rolled out to Kennedy Space Center Pad 39A for its first launch (and dual booster landing) in almost three and a half years.
Missing its payload fairing and the US Space Force’s classified USSF-44 payload, SpaceX’s fourth Falcon Heavy rocket rolled out to Pad 39A for the first time on October 25th. On the 27th, the rocket successfully fired up all 27 of its first-stage Merlin 1D engines, reasserting its status as the most powerful operational rocket in the world. On October 30th, SpaceX finally brought Falcon Heavy horizontal and rolled the rocket back to Pad 39A’s integration hangar, where the USSF-44 mission’s several payloads – safely stowed inside a payload fairing – were installed on the rocket.
24 hours later, Falcon Heavy – now fully assembled – departed the hangar again. According to the US Space Systems Command (SSC), despite the exceptionally late rollout on October 31st, SpaceX is on track to launch Falcon Heavy no earlier than (NET) 9:41 am EDT (13:41 UTC) on Tuesday, November 1st.
As previously discussed on Teslarati, USSF-44 will be SpaceX’s first attempt at a direct launch to a geostationary orbit (GEO) some ~36,000 kilometers (~22,400 mi) above Earth’s surface, where spacecraft can hover motionless over their region of choice. To accomplish that feat, Falcon Heavy’s upper stage will need to survive a roughly six-hour coast in the harsh vacuum of space, likely making USSF-44 one of the most challenging missions SpaceX has ever attempted.
“Long orbital coasts of six or so hours are necessary for some of the most challenging launch trajectories. Direct-to-geostationary launches are the most common mission requiring long coast capabilities and are often demanded by the US military. When Falcon’s upper stage gets too cold, its kerosene fuel – which freezes at a much higher temperature than Falcon’s liquid oxygen oxidizer – becomes viscous and slush-like before it becomes solid. If ingested in Falcon’s Merlin Vacuum engine, slushy fuel would likely prevent ignition or outright destroy it.“
Teslarati.com – October 10th, 2022
Simultaneously, while worrying about kerosene fuel getting too cold, SpaceX must also ensure that the Falcon upper stage’s cryogenic liquid oxygen (LOx) oxidizer doesn’t boil into gas. If too much LOx warms up and has to be vented out as it turns to gas, the Falcon upper stage could find itself without enough propellant to complete its geostationary orbit circularization burn.
LOx is far less stable, which makes it a bit ironic that the upper stage’s fuel tank bares the only visible sign of the tweaks needed to survive a long coast. To keep the RP1 fuel warmer in orbit, SpaceX has added a layer of grey paint to the RP1 tank, increasing the amount of heat that can be absorbed through unfiltered sunlight. The uninsulated LOx tank, meanwhile, benefits from the unintuitive fact that a cryogenic liquid can stay liquid for a surprisingly long time because some of it warms up and boils off as a gas, sacrificing a small quantity to keep the rest cool.
According to the US Space Force, USSF-44 will carry several “various payloads” attached to the second Northrop Grumman “Long Duration Propulsive EELV (Evolved Expendable Launch Vehicle) Secondary Payload Adapter” or LDPE-2 – essentially a long-duration kick stage. Cataloged on EverydayAstronaut.com, the payloads include two Lockheed Martin LINUSS-A cubesats that will demonstrate a handful of new technologies and capabilities; TETRA-1, a microsat built by Millenium Space Systems to test on-orbit maneuverability; and a communications satellite prototype called USUVL. Spaceflight Now reports that LPDE-2 will carry three hosted payloads and deploy three satellites.
Finally, a recent Space Systems Command press release [PDF] mentioned a mysterious “Shepard demonstration” – likely a second propulsive kick stage – for the first time, which almost nothing is known about. It’s unclear if there is a main classified satellite the mission revolves around or if USSF-44 is simply a collection of various rideshare payloads headed to GEO.
Regardless, to launch them directly into geostationary orbit, USSF-44 will mark the first time SpaceX intentionally expends a Falcon Heavy booster. Over three previous launches, SpaceX only managed to land a Falcon Heavy center core once, but that core then tipped over and was destroyed at sea. Two other attempts resulted in failed landings. USSF-44 will continue that trend. Falcon Heavy’s twin side boosters will attempt to continue a more positive trend of simultaneous side-by-side landings and boost back to Florida to touch down at SpaceX’s LZ-1 and LZ-2 pads. SpaceX will also attempt to recover both halves of Falcon Heavy’s payload fairing a record-breaking 1410 kilometers (876 mi) off the Florida coast.
SpaceX says weather is 90% favorable for Falcon Heavy’s November 1st launch attempt. Stay tuned for a link to the company’s official webcast.
Elon Musk clapped back at France’s decision to withhold the approval for Tesla’s Full Self-Driving (FSD) Supervised system, projecting a clear and blunt message to French Transport Minister Phillippe Tabarot, after he publicly rejected the technology in its current form.
Tabarot outlines several concerns with Tesla Full Self-Driving in a detailed video statement, where he said, “The safety trade-offs are not yet sufficient to authorize it as it currently stands,” he said. He emphasized that FSD is not a true self-driving system and that the driver remains fully responsible.
Key issues Tabarot also brought up included allowing speeding when surrounding traffic exceeds limits and what he believes are insufficient guarantees of driver attention during complex urban maneuvers such as lane changes, intersections, and roundabouts.
Delaying the approval of FSD in France will cost lives
— Elon Musk (@elonmusk) July 22, 2026
While acknowledging technological progress and France’s support for autonomous innovation, Tabarot stressed that deployment must prioritize road safety. He noted ongoing technical discussions with Tesla, the Netherlands, and other European partners, with further ecosystem meetings planned for the fall.
Musk’s rebuke highlights the human cost of regulatory caution. Tesla’s latest safety reports provide compelling data supporting accelerated adoption. In the most recent 12-month period, vehicles using FSD (Supervised) recorded one major collision per approximately 5.1 million miles driven, dramatically better than the U.S. national average of one crash per 698,000 miles.
Even Tesla vehicles driven manually with active safety features outperform the average by a wide margin. These figures come from billions of real-world miles of telemetry, showing FSD vehicles involved in far fewer incidents than both manual Teslas and the broader U.S. fleet.
Critics argue Tesla’s comparisons require careful scrutiny regarding reporting thresholds and fleet demographics, yet the data consistently positions FSD as a potential lifesaver. With road fatalities remaining a leading cause of death worldwide, Musk contends that proven safer technology should not face prolonged bureaucratic hurdles.
France’s measured approach reflects the broader European regulatory caution, which many, especially Musk, have been critical of in the past. However, as autonomous systems from Tesla and competitors like Waymo demonstrate superior safety in independent studies, pressure is mounting for harmonized approvals.
Musk’s warning carries the belief that every month of delay may equate to avoidable tragedies on European roads.
In a striking revelation that underscores the lucrative crossover between Big Tech and space exploration, Alphabet Inc., Google’s parent company, disclosed a massive $94.1 billion equity stake in SpaceX following the rocket company’s blockbuster initial public offering earlier this year.
The disclosure came in Alphabet’s quarterly filing, marking the first time the long-held private investment has been publicly valued at market prices. Google was an early backer, investing alongside Fidelity in 2015 with roughly $500-900 million at a time when SpaceX was valued around $12 billion.
That bet has delivered extraordinary returns, roughly a hundredfold, transforming a strategic play on satellite internet and launch capabilities into one of Alphabet’s largest assets.
Google, $GOOGL, has said they hold $94 billion in SpaceX, $SPCX, shares after IPO.
— unusual_whales (@unusual_whales) July 23, 2026
Of the total holding, approximately $80 billion remains subject to short-term post-IPO lockup restrictions, preventing near-term sales. An additional $14.1 billion faces longer-term restrictions, extending into the third quarter of 2027. This structure limits immediate liquidity but protects against market volatility as SpaceX transitions into public trading.
The SpaceX position contributed significantly to gains in Alphabet’s broader investment portfolio, which also includes a major stake in AI leader Anthropic. Combined, these holdings helped drive nearly $100 billion in investment gains during the second quarter, providing a substantial boost to net income amid ongoing AI spending pressures.
Analysts view the disclosure as validation of Alphabet’s venture strategy beyond its core search and cloud businesses. The investment aligns with deeper ties, including reported multi-billion-dollar deals for AI computing capacity on SpaceX infrastructure. As SpaceX advances Starship flights, Starlink expansion, and ambitious Mars goals under Elon Musk, Google’s stake positions it to benefit from the commercialization of space.
For Alphabet, the windfall highlights how patient, forward-looking bets in transformative sectors can yield outsized rewards. While lockups temper short-term impact, the holding cements SpaceX as a cornerstone of Alphabet’s diversified portfolio in an era where aerospace, AI, and connectivity increasingly intersect. Investors will watch closely as restrictions lift and SpaceX’s public performance unfolds.
In early 2026, Tesla made a bold strategic pivot: it largely eliminated the option to purchase Full Self-Driving (FSD) software outright and shifted to a subscription-only model. The change, effective around mid-February, ended the one-time fee that had previously ranged as high as $15,000 and later dropped to $8,000. Instead, customers would access FSD (Supervised) for $99 per month in the U.S.
At the time, skeptics questioned whether locking customers into recurring payments would hurt adoption or alienate buyers who preferred ownership of the feature. Tesla bet that a lower barrier to entry, seamless integration at purchase, and the ability to cancel at any time would drive higher uptake.
The results from Q2 2026 speak for themselves: the decision has been a resounding success, delivering the largest quarterly growth in FSD subscriptions in the company’s history.
Tesla FSD subscriptions went up 56% in Q2 2026 to 1.48 million, an increase of 200,000 from Q1 2026.
Tesla added more FSD subscribers in Q2 than in any quarter in its history. pic.twitter.com/jTciTD2JqW
— Sawyer Merritt (@SawyerMerritt) July 22, 2026
According to Tesla’s Q2 shareholder update, active FSD subscriptions reached 1.48 million globally by the end of June 2026. That represents a 56 percent increase year-over-year and a 15.6 percent jump from the prior quarter. Tesla added roughly 200,000 new subscriptions in the period alone—the biggest single-quarter gain on record.
North America led the charge, with more than 55 percent of new vehicle deliveries including an FSD subscription at the time of purchase, a record attach rate for the region.
Tesla explicitly noted that “more customers [are] opting for subscription at the time of vehicle purchase,” crediting the model shift and prominent placement of the option in the ordering process. Subscriptions now contribute meaningfully to ancillary revenue, helping offset pressure elsewhere in the business.
The financial upside is substantial: At $99 per month, 1.48 million active subscriptions generate approximately $146.5 million in monthly recurring revenue. Over a full year, that equates to roughly $1.76 billion in annualized recurring revenue (ARR) from FSD subscriptions alone, assuming steady retention and no major pricing changes.
These figures represent pure, high-margin software revenue. Unlike vehicle sales, which carry production costs, warranty obligations, and supply-chain risks, FSD subscriptions flow largely to the bottom line once the software is developed and deployed over-the-air.
Tesla does not break out exact FSD subscription revenue in its filings (it sits within “Services and Other”), but the category grew 50 percent year-over-year in Q2, with executives highlighting subscriptions as a key driver.
The subscription model offers several structural advantages. It lowers the upfront cost of a new Tesla, potentially broadening the buyer pool and supporting vehicle demand, especially important amid fluctuating EV market conditions. It creates a predictable revenue stream that compounds as the fleet grows and more owners try (and stick with) the software.
Legacy one-time purchasers still exist, but new growth is overwhelmingly subscription-based following the February cutoff.
Early data also suggests improving retention and satisfaction, as well. Tesla has rolled out iterative FSD updates, including v14 features, and expanded availability to additional markets. Recent regulatory approvals in parts of Europe have further boosted interest, with owners in newly enabled countries eager to activate the software they had been waiting for.
FSD is still supervised; regulatory hurdles for true unsupervised autonomy persist in many regions, including the United States, and competition in advanced driver-assistance systems is intensifying. Yet the Q2 numbers validate Tesla’s bet: by removing the large upfront commitment and making FSD accessible via subscription, the company has accelerated adoption faster than many anticipated.
What began as a controversial switch-up has become a clear win. With nearly 1.5 million subscribers, record attach rates, and nearly $1.8 billion in potential annual recurring revenue already in view, Tesla’s FSD business is transitioning from a promised future to a tangible, fast-growing profit engine.
If the momentum continues, and especially if unsupervised capabilities unlock robotaxi opportunities, the subscription flywheel could become one of the most valuable assets in Tesla’s portfolio.
Elon Musk claps back at France’s Tesla Full Self-Driving approval delay
Google’s massive stake in SpaceX will shock you
