News
SpaceX shows off Starman helmet and Falcon Heavy to political VIPs
In the wake of the rather odd second meeting of the US National Space Council (NSC), a NASA photographer stationed at Kennedy Space Center documented a number of tours given by some of the companies mentioned in the proceedings. VIPs who attended the NSC were allowed to get up close and personal to rocket hardware in facilities owned and operated by SpaceX, Blue Origin, Boeing, the United Launch Alliance (ULA), and others, and in a few cases provided some unique views of those same facilities.
RELATED: SpaceX vs. Blue Origin: The bickering titans of new space
Humorously enough, those tours – at least as seen through the lenses of NASA photographer Kim Shiflett – acted as a generally accurate thematic representation of each company. ULA walked VIPs through their Delta IV Heavy integration facility, ready for the launch of a NASA spacecraft tasked with traveling closer to the sun than any vehicle before it – the impressive but oft-maligned rocket’s first launch in nearly two years.
Boeing displayed some of their Starliner hardware, hoped to carry their first crew to the International Space Station in very late 2018 or early 2019. Blue Origin showed off a massive factory – intended to eventually manufacture their orbital New Glenn rocket – that was, by all appearances, almost completely empty, aside from a flight-proven New Shepard and boilerplate capsule now on display in the lobby.
- ULA president and CEO Tory Bruno, left leads a tour of the Delta IV Heavy rocket for VP Mike Pence. (NASA)
- Boeing, one of the two companies that comprise ULA, gave NSC VIPs a tour of the facility where they are assembling Starliner crew capsules. (NASA)
- Blue Origin’s seemingly empty New Glenn factory. The massive rocket is hoped to complete its first launch NET 2020. (NASA)
- Blue Origin has had some success with its New Shepard suborbital rocket reuse program, although dramatically different from New Glenn. (NASA)
SpaceX, however, undertook the (admittedly less than titanic) feat of overshadowing its fellow aerospace companies. Something like 80% coincidence and 20% theatrics, SpaceX’s displays included two of the just-launched and just-landed Falcon Heavy boosters – one accessible by all at the Kennedy Space Center Visitor Center, the other recently shuttled into the company’s facilities at Pad 39A. While the company appears not to have opened their second LC-40 pad for tours this time around, Space Council VIPs were given a unique mass-tour of Pad 39A’s Horizontal Integration Facilities, chock full of flight-proven orbital rockets and components.
- Titanium grid fins complete the highly reusable changes to Block 5 of Falcon 9. (NASA)
- A unique perspective of SpaceX’s upgraded grid fin – dwarfing its human onlookers. (NASA)
- Shotwell, pictured on the right, spoke in depth about SpaceX’s profitability and synergies with Tesla’s battery expertise. (NASA)
- (NASA)
On display was the second Falcon Heavy side booster, a Falcon 9-equivalent first stage that took part in the inaugural launch of the massive rocket just two weeks before, as well as one of that booster’s highly valuable titanium grid fins, providing a unique sense of scale (spoiler: they’re colossal). Further, after what can only be described as Starman’s iconic global debut, SpaceX brought along the helmet of one of their slick internally-designed spacesuits, going so far as to let members of the tour – including the Secretary of the Air Force – briefly try it on for themselves.
.@NASA I’m ready to go. When’s the next launch? pic.twitter.com/XC21RFEw5C
— Office of the Secretary of the Air Force (@SecAFOfficial) February 21, 2018
Despite the baffling fact that none of the actual hardware developers that gave tours after had seats on either of the two panels that spoke before the Council, it’s great to see SpaceX flaunt at least a portion of its extraordinary and praiseworthy achievements in the last few months alone.
Whether or not you resent some of the politicking or the actors involved in the spectacle, the general theme of reducing and improving regulatory burdens on US aerospace companies is one of the very few places where there is actually some truth to the negativity. Jingoistic China-bashing and hyperbole aside, some of the panelists and councilmembers made reasonable points about the state of spaceflight regulation, and some of their recommendations may actually benefit companies like Blue Origin, ULA, and SpaceX – at least eventually.
Catch our live, behind-the-scenes coverage of these exciting events through the eyes of our amazing photographers on both coasts.
Teslarati – Instagram – Twitter
Tom Cross – Twitter
Pauline Acalin – Twitter
Eric Ralph – Twitter
Elon Musk
Tesla hits major milestone with Full Self-Driving subscriptions
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.







