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SpaceX preparing for an inaugural Falcon Heavy launch in November
All three Falcon Heavy cores are believed to be at Cape Canaveral
As we inch closer to SpaceX returning to a regular launch schedule, evidence is adding up that Falcon Heavy is fast approaching launch readiness.
Over at SpaceX’s Cape Canaveral facilities, workers are busily modifying LC-39A and are deep into the reconstruction and reactivation of LC-40, which was severely damaged just over 11 months ago. Members of the SpaceX fan community have taken regular tours of the Kennedy Space Center and offered glimpses into part of the process as workers relentlessly dismantle previous LC-39A pad structures.
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- During a month without launches, SpaceX has made considerable progress dismantling parts of LC-39A. The main focus right now is the RSS, which is the skeletal structure on the left. (Brian Bundridge/Facebook)
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- One of Falcon Heavy’s side boosters seen arriving at LC-39A about a month ago. (Reddit /u/MajorRocketScience)
Before SpaceX, the pad hosted the first manned launches of the vast Saturn V rocket and hosted the launch of Apollo 11, which landed the first humans on the Moon in 1969. Decades later, that same pad was recycled for the Space Shuttle and supported dozens of Shuttle launches. SpaceX is deep into the process of dismantling the old pad structures used for the Shuttle, and Elon Musk has recently reported that the Rolling Service Structure (RSS) is expected to be entirely removed before the first launch of Falcon Heavy. While bittersweet for many observers, LC-39A will eventually host both the return of massive rockets to the U.S., as well as the first American-supported launch of crew to the ISS in more than six years.
With this progress, we find ourselves in the pleasantly foreign situation of SpaceX beating one of Musk’s aggressive schedules. In early June, he tweeted about Falcon Heavy cores arriving at the Cape within two or three months. Surprisingly, it has been confirmed that three of three Falcon Heavy cores are already at LC-39A and have been for at least a week or two. At the moment, pad readiness is the main constraint for its inaugural launch. SpaceX is preparing for a period of pad gymnastics as they ready LC-40 to take over for LC-39A. Once this happens, all Falcon 9 launches will be transferred over to LC-40, and this will allow SpaceX workers to conduct necessary modifications to LC-39A’s launch hardware in preparation for Falcon Heavy. These modifications are expected to take about two months.
All Falcon Heavy cores should be at the Cape in two to three months, so launch should happen a month after that
— Elon Musk (@elonmusk) June 8, 2017
Current best guesses peg the first launch from LC-40 in late August or sometime in September, fitting nicely with Musk’s Falcon Heavy launch estimate of November. Falcon Heavy will nevertheless likely require several weeks of fit checks, wet dress rehearsals (like a static fire but without the ignition), and one or several static fires before its first official launch attempt. While Musk has recently been on a warpath of expectation management for Falcon Heavy, going so far as to imply that a failure was a likely outcome, let there be no doubt that SpaceX and Musk will privately do everything realistically possible to ensure a safe launch. If major issues are discovered during pre-launch testing, SpaceX will almost certainly scrub the launch indefinitely.
However, if Falcon Heavy does indeed lift off above a more controlled fireball later this year, fans can look forward to what will be a stunning show of force. Musk once again confirmed that both side cores will land at LZ-1, SpaceX’s land-based landing facilities, and the center core will land on Of Course I Still Live You somewhere in the Pacific. While not guaranteed, Musk’s myriad comments on the spectacular nature of the launch mean that SpaceX’s live coverage will offer some truly incredibly views. Fans have long eagerly anticipated the synchronized landings of the side cores, as well as possible live shots of booster separation during the launch.
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- NASASpaceflight’s famed graphic designer okan170 has produced multiple gorgeous renders of Falcon Heavy over the years. (NASASpaceflight)
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- NASASpaceflight’s famed graphic designer okan170 has produced multiple gorgeous renders of Falcon Heavy over the years. (NASASpaceflight)
At the ISSR&D Conference, Musk reiterated the fact that SpaceX’s primary focus is preparation for Commercial Crew. LC-39A is needed for SpaceX’s crewed launches, so it is highly unlikely that the company will risk a Falcon Heavy launch if there is anything more than the slimmest of chances of the pad being lost in a launch failure. Regardless of the outcome, as Musk himself has often said, Falcon Heavy’s inaugural launch is guaranteed to be a spectacle.
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
