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SpaceX rings in the New Year with preparations for first Falcon 9 launch of 2020
SpaceX’s first Falcon 9 launch of 2020 – and the new decade – is just around the corner after drone ship Of Course I Still Love You (OCISLY) departed Port Canaveral on Monday to prepare for its 27th booster landing attempt.
Known as Starlink-2, SpaceX’s first launch of the new year slipped a handful of days from December 30th to January 3rd and finally January 6th and will be the company’s second launch of 60 upgraded Starlink v1.0 satellites, as well as the third dedicated Starlink launch overall. Just one of potentially dozens of SpaceX launches planned in 2020, the year is setting up to be – by a long shot – the company’s most ambitious year ever.
Meanwhile, Starlink-2 alone is set to ring in at least two significant milestones, pushing the nascent broadband internet constellation a step closer to serving customers and Falcon 9 reusability a step closer to being fully realized.
Drone ship OCISLY departed Port Canaveral on December 30th and is now being towed some 630 km (390 mi) downrange to Falcon 9’s planned Atlantic Ocean recovery location. SpaceX’s first launch and landing of 2020 will also be the three-year-old drone ship’s 27th attempted Falcon booster recovery and – hopefully – 23rd successful recovery.
Simultaneously, SpaceX technicians are in the midst of preparing other recovery fleet assets for what appears to be a partial fairing recovery attempt. Twin fairing catchers Ms. Tree and Ms. Chief debuted on their first simultaneous fairing catch attempt in December 2019 but each unfortunately missed their catches, instead picking up the floating fairing halves off the surface of the Atlantic and returning to port on December 18th.
The fairing halves were thus still successfully recovered and may be able to fly again on a future Starlink mission, but both fairing recovery ships suffered damage during their first simultaneous deployment. Ms. Tree suffered minimal damage in the form of tears to its secondary net – an easy fix – but Ms. Chief was not as lucky and somehow lost one of the two white booms that support each of her four arms.
That wounded arm was visibly hanging lower than its companions when Ms. Chief returned to port and technicians have since removed all of her arms, presumably evaluating whether the ordeal overstressed any components or caused significant damage.
Unsurprisingly, Ms. Chief will reportedly not take part in the fairing recovery portion of SpaceX’s imminent Starlink-2 launch, although it’s starting to look like Ms. Tree will be able to attempt a catch. SpaceX will still attempt to extract both fairing halves from the Atlantic even if the catch attempt fails and appears to be preparing GO Navigator to recover the half that would have otherwise been assigned to Ms. Chief.
Two milestones, one launch
As implied by the Starlink-2 title, SpaceX’s first launch of 2020 will feature the third batch of 60 Starlink satellites. Excluding 9 Starlink v0.9 satellites that have been intentionally lowering their orbits over the last several months to hasten reentry, this will give SpaceX a constellation of at least 170 operational satellites less than eight months after the company began launching the satellites.
This may not immediately seem significant but 170 operational satellites in orbit could make Starlink the world’s largest satellite constellation and SpaceX the world’s largest constellation operator. The only known competitor that comes close is Planet Labs, an Earth observation company believed to have approximately 150-170 operational satellites in orbit – most of which are 5-10 kg (10-20 lb) ‘Doves’ roughly the size of a loaf of bread.
Put another way, after Starlink-2, SpaceX will have around 45 metric tons (100,000 lb) of functional Starlink satellites in orbit, a constellation mass probably only rivaled by major geostationary commsat operators, global navigation satellites, and a few other high-value military constellations.
Meanwhile, according to NASASpaceflight.com, SpaceX has assigned Falcon 9 booster B1049.3 to its Starlink-2 mission, meaning that the launch will mark the second time that a single SpaceX rocket has flown four orbital-class missions. This follows on the footsteps of the November 11th, 2019 Starlink-1 launch, which saw Falcon 9 B1048 become the first booster to fly four times.
At this point, SpaceX has two additional Starlink launches scheduled in January and has plans for as many as 38 orbital launches throughout 2020. To complete that incredibly ambitious manifest, SpaceX will have to dig deep into its fleet of reusable rockets, meaning that Falcon 9 B1049’s imminent fourth launch is almost certainly just the tip of the iceberg. Falcon 9 B1049 is scheduled to launch SpaceX’s Starlink-2 mission no earlier than (NET) 9:20 pm ET, January 6th (02:20 UTC, Jan 7).
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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
