News
SpaceX files Starship flight debut paperwork, preps for launch pad upgrades
On September 9th, the first signs of SpaceX planning for Starship Mk1’s South Texas launch debut appeared in the form of FCC applications, requesting permission to communicate with the rocket prototype during its first flight.
Simultaneously, word broke on September 5th – via a Business Insider report – that SpaceX is effectively set to receive FAA permission to upgrade its South Texas launch facilities for Starship. All things considered, it appears that most – if not all – the stars have begun to align for SpaceX’s inaugural Starship launch, said by CEO Elon Musk to be scheduled for no earlier than October 2019.
The application confirms several details about Starship Mk1’s debut, revealing that SpaceX will kick off the test campaign with a running jump from Starhopper’s 150m (500 ft) flight-test hand-off. The company is targeting an altitude of ~20 km (12.5 mi) – more than two magnitudes higher than its predecessor’s peak – and plans to land the spacecraft just a hundred or so feet from its launch site, on the same landing pad used by Starhopper.
SpaceX teams continue to work around the clock to ready Starship Mk1 for its ambitious flight debut. A new ring segment was stacked on top of the vehicle’s tank section several days ago, while locals also spotted the delivery of one or two new legs/fins, built out of riveted steel. SpaceX’s Boca Chica team continues to struggle to attach Starship’s tip to the rest of its curved nose section, having recently separated the segments for the first time in months.
Preliminary welding of Starship Mk1’s upper (and final) tank dome appears to be complete and technicians are working to integrate the spacecraft’s internal hardware before it can be installed. Meanwhile, a range of new concrete pads have been set and are being outfitted with additional production hardware, likely paving the way for simultaneously Starship-Starship or Starship-Super Heavy builds in the near future.
Documents acquired and published on September 5th by Business Insider reporter Dave Mosher touched on the assembly facility’s expansion and provided an excellent overview of SpaceX’s planned upgrades to its Starship launch pad. Retasked from original plans (and approvals) for an additional Falcon 9/Falcon Heavy launch site, the documents confirmed that the FAA has reevaluated its 2014 Environmental Impact Statement (EIS) and is effectively ready to re-permit SpaceX’s Boca Chica facilities in light of its new purpose.
About as classically SpaceX as it gets, the company has already dramatically altered plans and timelines since the FAA even began to reevaluate its launch pad EIS. Discussed as Phases 1-3, SpaceX – barely two months after the FAA’s updated EIS statement – appears to have already completed Phases 1 and 2 (wet dress rehearsals, static fires, and small hops) and doesn’t have public plans for “medium hops” of “30 cm…up to 3 km”. The FAA statement – signed in May 2019 – says that the agency did not have the information necessary to permit Phase 3, involving “engine ignition and thrust to lift the Starship to 100 km, flip the Starship at high altitude, and conduct a reentry and landing.“
This article’s feature photo shows SpaceX’s late-2018/early-2019 imagining of launch site upgrades reportedly needed to support Phase 2 testing. Although extremely similar to what SpaceX has already built in South Texas, some significant changes are definitely present, and it looks like SpaceX has a busy 4-8 weeks of work ahead to complete necessary modifications, including expanded propellant storage, two large walls, and possible underground routing of critical infrastructure.
Ultimately, significant work remains for SpaceX to receive both FAA’s EIS go-ahead and experimental launch permits for Starship Mk1’s first flight. Based on the ~3 weeks it took the FAA to simply extend Starhopper’s existing 25m hop permit to 200m (eventually cut to 150m), it could be quite the uphill battle to jump to a 20 km flight test. For the time being, SpaceX hopes to conduct Starship’s 20-km flight debut as early as October 13th, in line with Musk’s ambitious “October” target.
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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.
Tesla hits major milestone with Full Self-Driving subscriptions
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
