News
SpaceX nails reused booster launch, Falcon Heavy’s maiden flight days away
Despite a brief 24-hour delay due to weather and minor mechanical issues, SpaceX recycled the launch opportunity and completed the mission on Wednesday afternoon, January 31. Tasked with carrying GovSat-1 to orbit, the reused Falcon 9 rocket (Booster 1032) performed flawlessly and as expected, although the stage was expended. Launch directors confirmed just before the end of the live webcast that the communications satellite, a public-private partnership between SES and Luxembourg, was placed into a good orbit a few minutes before it separated from Falcon 9’s second stage. The mission marks SpaceX’s second successful launch of 2018, its first reused flight of the year, and the last launch before Falcon Heavy’s inaugural flight – currently scheduled for Tuesday, February 6.
Perhaps most intriguingly (or at least uniquely), the to-be-expended booster was still seen outfitted with both grid fins and landing legs at the launch pad, the new legs a stark white against the dark and sooty backdrop of the Falcon 9’s recycled booster. While SpaceX’s webcast host very explicitly stated at least three times that the first stage was not going to be recovered, careful listeners may have still caught snippets of the launch and recovery directors announcing different milestones as Falcon 9 S1 landed softly in the Atlantic Ocean. Similar to the recovery operations after the launch of Iridium-4 in December 2018, S1 flew as if it were landing aboard a drone ship, although in the case of this launch that theatricality extended even to landing legs.
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- Falcon 9 venting before liftoff. (Tom Cross)
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- We have liftoff! (Tom Cross)
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- (Tom Cross)
While it may seem quite odd that SpaceX would choose to expend an entire, recoverable rocket, it is presumed that SpaceX is simply choosing to rid itself of a stock of older boosters incapable of flying more than once or twice – preparing for the introduction of the highly reusable Block 5 of Falcon 9, in other words. As stated by the webcast host, a SpaceX engineer, the company’s goal is for boosters to last “tens of launches in the short term, and hundreds or thousands of launches in the long term.” It is worth remembering that expending rocket boosters in the ocean (or even over land for Russia and China) is the status quo of all non-SpaceX rockets, and SpaceX has only just begun to perfect booster recovery and reuse – the first successful ocean recovery was completed less than two years ago. The very fact that it already feels odd or even wrong to “throw away” hardware into the ocean after launch is a testament to just how rapidly SpaceX have changed both the figurative and literal paradigms of orbital rocketry, and it is only a matter of time before the eminently persistent company ends the practice of expendable launches internally, if not globally.
Up next, Falcon Heavy
After yet another successful mission for SpaceX, the company’s Florida efforts will now briefly focus on the imminent inaugural launch of Falcon Heavy, the company’s newest and largest rocket. Loosely penciled in for liftoff on Tuesday, February 6, the massive vehicle will become the most powerful and capable operational rocket in the world, comparable only to the likes of NASA’s Saturn V and Space Shuttle, as well as the Soviet Union’s short-lived Energia. Regardless of its place against a historical backdrop of massive state-funded rockets, Falcon Heavy will by default become the most powerful commercial launch vehicle ever developed, and that title will almost certainly remain uncontested until 2020 at the absolute earliest. If or when the first and smallest version of NASA’s SLS rocket launches, likely also no earlier than 2020, the space agency may well take the crown back for a brief year or so. Regardless, SpaceX will likely be regularly launching Falcon Heavies and nearing the tail end of the development and testing of its much larger BFR rocket and spaceship.
Falcon Heavy will be the clearest progress yet towards such a massive rocket, and will provide SpaceX with invaluable experience and expertise as the only private company to ever operate a super heavy-lift launch vehicle (SHLLV). After a solid four weeks of near-constant testing, bug-fixing, and retesting, Falcon Heavy just days ago completed its first static fire, marking the first point in its history that all 27 of its first stage engines were simultaneously ignited. The data produced by that crucial test was apparently satisfactory, and Elon Musk just yesterday reiterated that the vehicle’s first launch was still targeting February 6.
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- Paper rocket, meet the real deal. (SpaceX)
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- Falcon Heavy and Falcon 9 in the distance, a tour de force of SpaceX’s breadth of accomplishment. (SpaceX)
Follow along live as launch photographer Tom Cross and your intrepid author cover these groundbreaking events live.
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Tom Cross – Instagram
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Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Tesla needs to come through on this one Robotaxi metric, analyst says
Tesla gets bold Robotaxi prediction from Wall Street firm
