News
SpaceX’s second Falcon Heavy booster arrives in Florida as launch #2 closes in
SpaceX’s second Falcon Heavy side booster has made its way from Texas to Florida after completing a successful static fire acceptance test at the company’s McGregor complex, paving the way for the third and final booster – currently vertical on McGregor’s test stand – to complete its own round of tests and head East.
Once the third and most important booster – known as the center core – arrives at SpaceX’s Florida launch facilities, all three of the next Falcon Heavy’s boosters will be ready to head into the integration stage, culminating in an integrated static fire prior to the second launch ever of SpaceX’s flagship super-heavy-lift rocket.

A Texas pilot happened to fly by SpaceX’s McGregor facilities on January 11th, catching a live glimpse of a Merlin Vacuum (MVac) or second stage static fire test, as well a Falcon booster – perhaps Falcon Heavy’s next center core – vertical on the facility’s booster static fire stand. While it has not yet been visually confirmed as the next Falcon Heavy center core, a booster traveling through the Waco, Texas area to McGregor was spotted with protuberances that are not normally seen on regular Falcon 9 boosters and happened to be in the right place for FH-specific hardware.
- A booster – likely the next Falcon Heavy center core – was vertical at McGregor’s S1 static fire stand. (Instagram /u/tcryguy)
- An MVac or Falcon 9 S2 performs a static fire at McGregor. (Instagram /u/tcryguy)
There is also a case to be made that – per the fact that the first two side boosters have been built, shipped, tested, and delivered back-to-back – SpaceX chose to consecutively manufacture all hardware needed for the second Falcon Heavy instead of producing one or a few single-stick Falcon 9 boosters in between, which the appearance of a center core-like rocket in Texas certainly helps corroborate. While Falcon Heavy side boosters are effectively just Falcon 9 boosters with a few additional attachments and nose cones, currently scheduling indicates that SpaceX may attempt to rapidly turn all three Falcon Heavy Flight 2 boosters around perhaps just 30-60 days after their first launch. Otherwise, once the rocket’s 2019 launches have been completed, both side boosters can be converted back into Falcon 9 boosters and thus reenter SpaceX’s active fleet of flight-proven rockets.
Falcon Heavy’s center core, however, is dramatically different than a regular Falcon 9 booster, owing to the fact that it needs to essentially support triple the thrust and mechanical stresses as single-stick launches. The rocket’s design works to improve payload performance by using the two side cores to boost the center core and leave it with far more propellant left over than Falcon 9 would during a comparable launch profile, roughly equivalent to a three-person bike where only two people are pedaling hard. During a Falcon Heavy launch, side boosters thus separate a solid 30-60 seconds before the center core parts ways with the upper stage and payload.
- A diagram from a recent SpaceX document offers an idea of what Falcon Heavy Block 5 will look like. (SpaceX)
- The first Falcon Heavy, seen here fully integrated aside from its payload fairing. (SpaceX)
- Falcon Heavy just prior to its launch debut, February 2018. (Tom Cross)
- SpaceX’s Falcon Heavy prepares for the huge rocket’s inaugural launch. (SpaceX)
- LZ-1 and LZ-2, circa February 2018. (SpaceX)
Thanks to its significant differences, it’s highly unlikely – if not impossible – for a Falcon Heavy center core to launch a regular Falcon 9 mission. As such, once Falcon Heavy’s 2019 launches are completed, the center core will most likely be processed, refurbished, and then stored until the next Falcon Heavy payload is ready to go, at which point Falcon 9 boosters would be converted into Heavy side cores. Given that the Block 5 upgrade is designed to allow Falcon boosters to perform as many as 10 launches with minimal to no refurbishment and 100+ with regular repairs and maintenance, it’s entirely possible that a single Falcon Heavy center core could theoretically support all possible future launches of the rocket.
In reality, customers like the USAF and NASA will probably request new hardware for foreseeable Falcon Heavy launches, most of which would likely be extremely expensive flagship satellites (AFSPC-52) or interplanetary spacecraft (Europa Clipper).
Fans of @SpaceX will be interested to note that the government is now taking very seriously the possibility of flying Clipper on the Falcon Heavy.
— Eric Berger (@SciGuySpace) December 3, 2018
Falcon Heavy’s next two launches are planned as early as March (a large communications satellite called Arabsat 6A) and April (an experimental USAF launch called STP-2 with two dozen separate payloads). With two side boosters already in Florida, those dates are now serious possibilities, and the center core’s arrival will be the telltale sign that Falcon Heavy’s second launch ever is imminent.
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.






