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SpaceX’s next Falcon Heavy two-thirds done as side booster #2 leaves factory
First posted to a SpaceX-focused Facebook group by member Eric Schmidt, Falcon Heavy Flight 2’s second side booster (of two) was spotted eastbound in Arizona on December 3rd, partway through a journey from SpaceX’s Hawthorne, CA factory to its McGregor, TX testing facilities.
This is the second (known) Falcon Heavy-related booster spotted in less than a month and an incontrovertible sign that the company’s second-ever Falcon Heavy launch is perhaps just a handful of months away, with both side boosters now likely to be present in Florida by January 2019 barring unforeseen developments.
Look who was waving at passing planes over McGregor today!
A Falcon Heavy side booster on the McGregor test stand for a static fire test. pic.twitter.com/S7af6b0gHk
— NSF – NASASpaceflight.com (@NASASpaceflight) November 18, 2018
This second booster appearance follows on the heels of the first Falcon Heavy booster spotting on November 9-10, confirming that – at a minimum – two of the next rocket’s three first stage boosters have finish production and are now focused on completing their separate hot-fire acceptance tests at McGregor. Owing to the ironic fact that the center core – dramatically more complex than its pointy-nosed side core brethren – is far harder to discern while in transport, it’s even possible that the second side core spotting is actually the third new Falcon Heavy booster to depart SpaceX’s factory. The above booster was apparently the second SpaceX first stage to make its way east through Arizona in the week prior to its arrival, so that may well be the case.
SpaceX's second Falcon Heavy is slowly but surely coming together 😀 https://t.co/AYJsQ8Mld5
— Eric Ralph (@13ericralph31) November 13, 2018
While Falcon Heavy side boosters do sport easily recognizable nosecones, they apparently are able to be modified from a Falcon 9 booster to a side booster with no more than a week or two’s work. On the other hand, the rocket’s center booster is dramatically more complex and requires an entirely new custom rocket be built from scratch thanks to the extreme loads it must survive when the two side boosters channel all of their thrust directly into the center core during launch.
However, until the arm-like mechanisms that connect the center stage to its two side boosters are attached, it’s extremely difficult to discern between a normal Falcon 9 booster and a Falcon Heavy center stage. Until a center core is more or less unwrapped and showing off its octaweb or unusual bumps around the interstage, its identity is likely to remain a secret. In the past three months, no fewer than four Falcon boosters arrived at Cape Canaveral, while only one (or maybe two) of them have launched in the time since their arrival.
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- SpaceX’s first Falcon Heavy prepares for launch. (SpaceX)
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- Falcon Heavy ahead of its inaugural launch. (SpaceX)
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- SpaceX’s Falcon Heavy prepares for the huge rocket’s inaugural launch. (SpaceX)
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- Falcon Heavy just prior to its first-ever integrated static fire test. (SpaceX)
Given that both side boosters have traveled from California to McGregor, it’s almost certain that Falcon Heavy will fly for the second time with all-new Block 5 hardware, including all three boosters and the upper stage. Most importantly, a Block 5 version of the non-interchangeable center stage should ultimately be able to launch multiple times with zero or minimal refurbishment and repairs, potentially making Falcon Heavy for more viable from a production and internal cost perspective. For a rocket that may only ever launch twice per year, one or two custom center cores could be all that is needed over the vehicle’s operational lifetime, save for any potential launch contract that requires expendable performance.
Ultimately, this second Falcon Heavy booster spotting in less than four weeks is a thrilling sign that SpaceX is pushing extremely hard to have the rocket’s next iteration integrated and ready to launch as soon as possible, perhaps as early as Q1 2019. As its two side boosters begin to arrive in Florida, we should start to have a better idea of when exactly the massive rocket’s second launch might be.
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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
