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SpaceX’s partial Falcon 9 landing failure could delay next West Coast launch
According to statements made by the Canadian Space Agency (CSA) and media outlet CBC, the launch of the agency’s next-generation Radarsat Constellation Mission (RCM) – a trio of Earth observation satellites weighing >4200 kg (9300 lbs) – has been “postponed … indefinitely” as a consequence of SpaceX’s first failed Falcon 9 booster landing since 2016.
Offering a rare glimpse into some of the extensive planning that goes on behind the scenes to make commercial rocket launches happen, CSA has indicated that the booster it planned to launch on – Falcon 9 B1050 – suffered an untimely (partial) demise during a recovery attempt shortly after successfully launching the CRS-16 Cargo Dragon mission on December 5th, 2018. While the booster shockingly was returned to dry land mostly intact after landing in the Atlantic, SpaceX and CSA must now settle on a different Falcon 9 to launch the mission.
A problem with a SpaceX booster rocket has postponed the launch of a $1 billion Canadian satellite program indefinitely. https://t.co/45qirdId5j @DeanBeeby
— CBC News (@CBCNews) January 15, 2019
Goldilocks and the Falcon boosters
While it doesn’t look like there are only three possible rocket options for the Radarsat constellation and SpaceX to choose from, the situation of picking a new booster this late in the launch flow is far less simple than it might initially seem. First and foremost, SpaceX likely needs to do its best to accommodate the preferences of customers CSA and MDA (MacDonald, Dettwiler and Associates Ltd.) regardless of how disruptive they may be. Originally targeted for sometime in November 2018, RCM’s launch slipped several months to the second half of February 2019 due to what CSA described as “higher priority missions [for]the US Government and a backlog of launches from…Vandenberg” late last year.
While that alone does not point directly towards any obvious explanations, CBC reporter Dean Beeby’s implication that the mission’s launch is now “postponed…indefinitely” offers a hint of an answer, although it could also be manufactured hyperbole where there actually is none. If CSA actually indicated that the launch is now postponed indefinitely, the only clear explanation for a launch delay greater than a month or so as a result of Falcon 9 B1050’s unplanned unavailability would lie in some unique aspect of that particular Falcon 9 booster.
Although each rocket SpaceX builds can be quite different from each other in terms of general quirks and bugs, the only obvious difference between B1050 and any other flight-proven Falcon 9 booster in SpaceX’s fleet was its low-energy CRS-16 trajectory, something that would have enabled a uniquely gentle reentry and landing shortly after launch. In other words, likely out of heaps of caution and conservatism if it is the case, customers CSA and MDA may have requested (or contractually demanded) that SpaceX launch the Radarsat constellation on a flight-proven Falcon 9 with as little wear and tear as possible, in which case B1050 would have been hard to beat.
“Unfortunately, the landing of [Falcon 9 B1050] was unsuccessful, preventing SpaceX from recuperating the reusable components for the launch of RCM. We continue to work closely with MDA and SpaceX to confirm a launch date for RCM.” – Spokesperson Audrey Barbier, Canadian Space Agency (CSA), 01/15/2019
If the customers remained steadfast in their (speculated) request for a gently-used flight-proven Falcon 9 even after B1050’s partial landing failure, the next most comparable booster would be Falcon 9 B1051 after launching the first orbital Crew Dragon mission sometime no earlier than (NET) February 2019. Aside from B1051, there will be no obvious booster alternative available for at least several months after Crew Dragon’s launch debut, unless NASA requests that its next contracted Cargo Dragon mission (CRS-17) launch on a new Falcon 9 rocket in March 2019.
Engines stabilized rocket spin just in time, enabling an intact landing in water! Ships en route to rescue Falcon. pic.twitter.com/O3h8eCgGJ7
— Elon Musk (@elonmusk) December 5, 2018
Warmer…
If a less lightly-used booster becomes an option for CSA/MDA, there are immediately multiple clear options available as long as SpaceX is will to accept possible delays to subsequent launches to quickly reassign a flight-proven Falcon 9. Falcon 9 B1046 – the first SpaceX rocket ever to launch three orbital-class missions – is being refurbished at SpaceX’s Hawthorne, California facilities a few hundred miles south of Vandenberg. B1047 completed its second successful launch in November 2018 and is being refurbished – along with the twice-flown B1048 – in Cape Canaveral, Florida. Finally, Falcon 9 B1049 completed its second successful launch just days ago (January 11th) and is being processed off of drone ship Just Read The Instructions (JRTI) at this very moment.
B1047 or B1048 have likely been assigned to the imminent NET February 18th launch of Indonesian commsat PSN-6 and SpaceIL’s Beresheet Moon lander, meaning that the best possible option for Radarsat – short of swallowing months of additional delays – is a decision between B1047/B1048 or B1046, with B1049 also a candidate if a slip into March or April is an option. Still, all of those options would require Canada and MDA to fly on a Falcon 9’s third (or fourth) launch, perhaps an unacceptable compromise or perceived risk for certain customers.
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- Falcon 9 B1046 is processed in Port of LA shortly after its third successful launch and landing, December 2018. (Pauline Acalin)
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- Falcon 9 B1047 is pictured here beneath an upper stage and satellite Es’hail-2 prior to its second launch. (Tom Cross)
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- Falcon 9 B1048 landed at LZ-4 after its second launch and is now being refurbished on the opposite coast. (SpaceX)
Meanwhile, schedule pressures have meant that SpaceX is pushing as hard as possible to prepare three new Block 5 Falcon Heavy boosters for the giant rocket’s second and third launches, scheduled as early as March and April 2019. While unconfirmed, it appears that SpaceX may have chosen to manufacture all three of those boosters one after the other, meaning that the company’s Hawthorne factory would have been primarily focused on delivering those rockets for at least 2-3 months start to finish. In short, it does not appear that there is or will be an unflown Falcon 9 booster available for Radarsat anytime soon.
Whether the customers wait for a new booster to be produced, wait for Crew Dragon’s first launch to wrap up, or accept being the third or fourth launch of a well-scorched Falcon 9, RCM’s next published launch target should offer a hint as to how CSA, MDA, and SpaceX ultimately decided to respond to Falcon 9 B1050’s dip in the Atlantic OCean.
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
