News
SpaceX follows up Falcon Heavy spectacle with sunrise Falcon 9 launch
SpaceX has followed up Falcon Heavy’s latest spectacle with a Falcon 9 launch shortly after sunrise, producing more ethereal views of the company’s rockets in action.
SpaceX’s visual style is off to a strong start in 2023. All rocket launches are impressive to some degree, but SpaceX has managed to complete Falcon Heavy’s first twilight launch and a Falcon 9 launch backlit by the morning sun less than three days apart. Falcon Heavy kicked off the pair on January 15th with the successful launch of the US Space Force’s USSF-67 mission. Three times more powerful than Falcon 9 and the most capable commercial rocket ever built, Falcon Heavy lifted off shortly after sunset. The fury of its exhaust was amplified by the twilight sky as it rose back into sunlight, producing one of the most visually spectacular launches in SpaceX history.
62 hours later, a Falcon 9 rocket launched from SpaceX’s Cape Canaveral Space Force Station (CCSFS) LC-40 pad with the US military’s sixth upgraded GPS III navigation satellite inside its payload fairing. The mission was a flawless success. Falcon 9 booster B1077 touched down on drone ship A Shortfall of Gravitas eight and a half minutes after liftoff, completing its second orbital-class launch and landing. 90 minutes after leaving the ground, Falcon 9’s upper stage deployed the GPS III SV06 satellite into a nominal transfer orbit with one end at 392 kilometers and the other around 20,170 kilometers (~12,530 mi) above Earth’s surface. The satellite will use its own propulsion to raise itself into a circular orbit, where it will eventually enter operation and begin distributing more accurate location information.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
For unknown reasons, SpaceX delayed the launch 14 minutes, pushing the T-0 time from 7:10 am to 7:24 am – from just before to just after sunrise. As a result, instead of a brief twilight spectacle, Falcon 9 lifted off with the morning sun low in the sky and almost directly behind the rocket from certain perspectives. Rocket solar transits are possibly even rarer than optimal twilight launches, making for an exceptionally impressive pair of back-to-back SpaceX missions.
Heading toward 100?
GPS III SV06 was SpaceX’s fourth launch in the first 18 days of 2023. That pace is far from unusual after the company’s record-breaking 2022, but the fact that three of those missions launched from one pad – LC-40 – is. Over the last six weeks, SpaceX has launched six Falcon 9 rockets from LC-40 – an average of one launch every seven days. That sustained cadence is unprecedented for a single SpaceX pad, and the company has three.
In 2022, LC-40 managed 33 launches – one launch every 11 days. It’s California (SLC-4E) and Kennedy Space Center (Pad 39A) facilities combined to support 28 launches, for a total of 61 Falcon launches last year. It’s well known that SpaceX CEO Elon Musk’s target of 100 launches in 2023 is exceptionally ambitious and could be hard to hit. But already, SpaceX’s performance over the last six weeks is making that unprecedented target more and more achievable.
LC-40 is not alone in its improved cadence. For the workhorse pad’s six launches, SLC-4E managed five launches in the same six-week period. Combined, all three SpaceX pads have supported 11 successful launches in the last 42 days, equating to 95 launches per year if sustained for all of 2023. Having already sustained that pace for six weeks, and with an almost unbelievable 2022 under its belt, launching 100 times in 2023 suddenly seems like a real possibility.
Continuing that relentless push, SpaceX’s next mission – Starlink 2-4 – is scheduled to launch as early as 7:23 am PDT (15:23 UTC) tomorrow, January 19th.
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.
Tesla hits major milestone with Full Self-Driving subscriptions
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
