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SpaceX sends Falcon 9’s West Coast drone ship to the Panama Canal in surprise move
In a surprise turn of events, SpaceX has decided to send Just Read The Instructions (JRTI) – one of the company’s two autonomous spaceport drone ships (ASDS) – from Port of Los Angeles to either the Gulf or East Coast.
The likely destination: either Port Canaveral, Florida or Port of Brownsville, Texas. This move comes as the company enters a major lull in launch activities from its West Coast SLC-4 pad, situated in California’s Vandenberg Air Force Base (VAFB). Lacking manifested launches, SpaceX has gone as far as redistributing almost all of its VAFB-based launch team and laying off those that could not move to Texas or Florida. As early as the first half of 2020, this major move east could easily culminate in the end of all West Coast SpaceX fleet activity, aside from a rare fairing retrieval or two.
On June 12th, SpaceX successfully launched what is expected to be its last West Coast mission for at least 6-9 months, while drone ship JRTI was most recently used to recover a VAFB-launched Falcon 9 booster during the January 11th launch of Iridium NEXT-8. Unexpectedly, it appears that Falcon 9 B1049.2’s landing aboard JRTI will be the drone ship’s last West Coast recovery for quite some time.
On August 1st, the approximately 300 foot by 170 foot converted barge departed its well-worn Port of Los Angeles berth behind tugboat “Alice C”. In fact, the drone ship’s departure went unknown for a solid 12-24 hours before a member of the unofficial SpaceX subreddit (/r/SpaceX) discovered paperwork filed with the Panama Canal Authority for an August 15th passage.
Back in January 2019, SpaceX fairing recovery vessel Mr. Steven (now GO Ms. Tree) – in a bit of what now is obvious foreshadowing – began a very similar ~5000 mi (8000 km) journey, traveling from Port of LA to Port Canaveral via the Panama Canal. Mr. Steven, however, is a far faster ship and sustained a solid 15-20 knots (17-22 mph) over the entire voyage, while drone ship JRTI – towed the entire way – will have to suffice with an average speed less than half that.
Where to?
Assuming a day-long canal passage, JRTI’s journey to Port Canaveral or Brownsville would take no less than three weeks (~22 days) from start to finish, indicating a likely arrival at the unknown final destination in the third week of August. The two probable destinations, Texas and Florida, would both arguably make sense.
In Florida, SpaceX drone ship Of Course I Still Love You (OCISLY) is now tasked with handling the vast majority of SpaceX’s non-LZ booster recoveries, including Falcon Heavy center cores. In February 2018, CEO Elon Musk noted that a third drone ship (aside from JRTI & OCISLY) was “under construction” with the intention of allowing SpaceX to conduct Falcon Heavy launches where the center core is expended and both side boosters land at sea.
Perhaps SpaceX analyzed its fairly short West Coast manifest and decided that it would be even faster (and cheaper) to simply send JRTI East. Falcon Heavy’s next (public) launch is scheduled no earlier than late 2020, ruling out that as a primary motivation, but SpaceX is also about to begin operational Starlink launches that will demand an unprecedented cadence. Starlink’s cadence requirements could be so high that a second dedicated drone ship is necessary to prevent SpaceX’s internal manifest from delaying and generally disrupting its customers’ launches, thus explaining JRTI’s move.
At the same time, the spectacular pace of SpaceX’s orbital Starship prototype construction could very well demand the use of a large ocean-based landing platform in the near-term, at least according to Elon Musk’s recent comments on the subject of the first Starship test flights. Per Musk, either or both of SpaceX’s two Starship Mk1 (technically Mk1 & Mk2) prototypes could be ready for their first significant flights as early as September 2019, initially targeting altitudes of at least 20 km (12 mi).
Somewhat coincidentally, Starship’s tripod fin-legs – circa. a September 2018 design update – would actually almost fit inside the span of a Falcon 9 booster’s deployed landing legs (~18m diameter). This is to say that SpaceX’s two drone ships may already be large enough (give or take) to support Starship and Super Heavy booster landings. Given that the SpaceX plans to eventually put one or both of the in-work orbital Starship prototypes through an increasingly intensive series of high-speed, high-altitude (but still suborbital) tests before the first orbital flights, a drone ship may be necessary for the same reasons that not all Falcon 9 boosters can conveniently return to land during recovery.
Regardless of the ultimate purpose of drone ship JRTI’s move, it is undoubtedly a sign that things are about to get even more interesting and exciting in the world of SpaceX.
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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
