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SpaceX’s first Falcon 9 launch in months gets a launch date
SpaceX’s first Falcon 9 launch in more than three months finally has a launch date and it looks like the company’s growing fleet is going to attempt to catch (or land) almost every piece of the rocket, a big first for Falcon 9 reusability if SpaceX can pull it off.
After an exceedingly long wait, SpaceX’s next launch – Starlink’s first “v1.0” mission – is finally on the Eastern range and is scheduled to launch no earlier than ~10 am ET (15:00 UTC) on November 11th, recently confirmed by SpaceFlightNow.com and LaunchPhotography. Although similar lulls in US orbital launch activity have occurred in the past, they are extremely rare: the last time a lull more than three months long occurred was in 2010.
For SpaceX, this is the longest the company has gone without a launch since Falcon 9’s last catastrophic failure, which grounded the rocket for ~4.5 months after a massive explosion in September 2016. By all appearances, the likely 14-week gap between orbital SpaceX launches is little more than the product of bad luck, with customer payloads and SpaceX payloads both coincidentally requiring more time than expected to prepare for flight.
Although the extreme delay between launches is unfortunate, it also happens to have given SpaceX’s recovery engineers a lot more time to prepare the latest member of the rocket recovery fleet for its first attempted fairing catch. Known as GO Ms. Chief, she joins fairing recovery vessel GO Ms. Tree (formerly Mr. Steven) and has spent the last two or so months being outfitted with a brand new net and arms – slightly different but nearly identical to Ms. Tree’s.
Pictured in Stephen Marr’s tweet at the top of this article, Ms. Tree and Ms. Chief appear to be more or less complete, and Ms. Chief took to the Atlantic Ocean with her net installed for the first time just over a week ago. If the ships are as prepared as they look, there’s a strong chance that Ms. Tree and Ms. Chief will be able to team up to attempt the first simultaneous catch of both halves of a Falcon payload fairing. At the moment, SpaceX has caught a single parasailing fairing half twice during its last two consecutive attempts, a strong sign that the company has solved what proved to be an extremely challenging problem.
Falcon 9’s next reusability milestone
As always, prior to launch, SpaceX will fuel and static fire the Falcon 9 rocket to verify that all systems are performing nominally. According to NASASpaceflight.com, that static fire test is scheduled no earlier than Tuesday, November 5th, approximately six days before launch.
Speaking last month, VP of Flight and Build Reliability Hans Koenigsmann stated that Starlink-1 would fly on a thrice-flown Falcon 9 booster, meaning that the mission will likely mark the first time SpaceX flies the same Falcon 9 booster four times. At this point, SpaceX’s Falcon 9 Block 5 nth-reuse milestones are becoming less and less surprising as it becomes clearer than ever that the rocket upgrade – designed to support “at least” 10 launches per booster – is well on its way to reaching that goal.
At the moment, the most likely candidates for that fourth-flight milestone are Falcon 9 boosters B1048 and B1049, the former of which flew its third orbital mission in February 2019, while the latter supported SpaceX’s dedicated Starlink v0.9 launch debut in May 2019. Falcon 9 B1046 – also with three launches under its belt – is scheduled to fly for the fourth (and probably final) time as early as mid-December for Crew Dragon’s critical In-Flight Abort Test, while Falcon 9 B1047 flew its third and final mission in August 2019.
All things considered, SpaceX’s quasi return-to-flight after three months without a launch is set to be an exceptionally important mission for Falcon 9 and should be well worth the wait.
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Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
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.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
