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SpaceX begins Falcon Heavy booster deliveries for first launch in two years
SpaceX’s first Falcon Heavy rocket launch in almost two years has entered the final stages of preparations – flight hardware acceptance testing, delivery, and assembly.
Comprised of five major elements, the vast majority of the challenges of building and launching Falcon Heavy come from the rocket’s three first-stage boosters – each more or less equivalent to a single-core Falcon 9 booster. Falcon Heavy’s twin side boosters are by far the most visually recognizable sign of that similar-but-different nature thanks to the need for aerodynamic nosecones instead of a Falcon booster’s normal interstage (a hollow cylinder).
While easily recognizable, the center core is the most technically Falcon Heavy-specific part of SpaceX’s partially-reusable heavy-lift rocket, requiring a unique airframe relative to side cores, which are essentially Falcon 9 boosters with a few major add-ons. It’s one of those Falcon Heavy side boosters that was spotted traveling by road from SpaceX’s test facilities to a Florida launch pad on Tuesday, January 26th.
For unknown reasons, although SpaceX currently has two reused Falcon Heavy side boosters that flew a second time on the US Air Force’s own STP-2 mission, the company has manufactured all-new boosters – likely at the US military’s request – for the rocket’s fourth launch. Rebadged from AFSPC-44 to USSF-44, that mission will see SpaceX attempt its first-ever direct-to-GEO launch, nominally launching a several-ton mystery satellite directly into geostationary orbit (GEO).
The main challenge of direct-to-GEO launches is the need for a given rocket’s upper stage to coast for hours in orbit and then reignite after that multi-hour coast period. The direct launch profile also demands more delta-V (propellant) than alternative transfer orbits (GTOs) – propellant that must be launched into orbit in addition to the customer’s payload. That requires the use of extremely large and/or efficient rockets, which is why SpaceX is launching USSF-44 with Falcon Heavy instead of a much cheaper and simpler Falcon 9.

Unlike all other direct-to-GEO launches in history, however, Falcon Heavy Flight 4 will (hopefully) mark the first time a rocket launches a payload into geostationary orbit while still recovering a large portion of its first stage. After liftoff, Falcon Heavy side boosters B1064 and B1065 will attempt the first-ever dual drone ship landing at sea, while the rocket’s custom center core will be intentionally expended. According to CEO Elon Musk, that sacrificial-center-core configuration theoretically allows Falcon Heavy to achieve ~90% of its expendable performance while still recovering two otherwise reusable boosters.
As of the first USSF-44 side booster’s appearance in Louisiana, at least one other booster (most likely the mission’s second side booster) has already been spotted at SpaceX’s McGregor, Texas development facilities and may have already completed its own round of static fire acceptance testing. Given the three-month gap between the first USSF-44 side booster’s static fire and a side booster’s appearance in transport, there’s a distant possibility that the booster spotted on January 26th was the second of two side boosters to ship east, but that’s improbable given how much Falcon boosters stick out on the road.
Ultimately, assuming the second USSF-44 side booster’s static fire acceptance test went well, the only major Falcon Heavy-specific hardware SpaceX needs to ship from its Hawthorne, CA headquarters is center core B1066. An upper stage and payload fairing will also have to pass acceptance testing and head to Florida but both will likely be standard Falcon 9-issue hardware, minimizing small-batch uncertainty.
If SpaceX delivers B1066 to McGregor within the next week or two, the center core should be ready to ship to Florida by March or April, leaving SpaceX two or three months to integrate, static fire, and prepare Falcon Heavy for its fourth launch. According to the latest official information from the US military, USSF-44 is scheduled to launch no earlier than (NET) “late-spring 2021,” likely implying late-May or June.
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.