News
Elon Musk sets expectations for SpaceX’s first orbital Starship launches
CEO Elon Musk says that SpaceX’s first successful orbital Starship launch will “probably [occur] between 1 and 12 months from now,” revealing a surprising amount about the near future of the next-generation rocket program in a short tweet.
The famously (over)optimistic CEO’s latest Starship schedule estimate is uncharacteristically cautious, hedged, and open-ended while simultaneously setting some reasonable expectations about the likelihood of success.
First publicly unveiled in September 2016, the fully-reusable, next-generation rocket that eventually became today’s stainless steel Starship was tentatively scheduled to begin orbital flight testing in 2020. About two years after that first announcement, CEO Elon Musk unexpectedly sacrificed years of development work on Starship structures when he decided to replace the rocket’s carbon fiber composite airframe with stainless steel. Years later, it’s still hard to say if that decision was the right one, but Starship development has been surprisingly unperturbed by such an immense last-second design change.
While Musk was saying almost the same thing 12 months ago, the CEO now believes that Starship’s first orbital launch attempt could happen as early as next month – September 2022. Simultaneously, Musk believes that the first orbital launch attempt could be “successful,” although it’s not entirely clear how he defines “success.” Less optimistically, his August 2nd tweet also implies that he wouldn’t be surprised if it takes SpaceX a year and multiple attempts to achieve Starship’s first successful orbital launch.
It’s even possible to interpret his tweet as a warning that Starship’s first orbital launch – while more likely to be successful – could be up to 12 months away.
Somewhere in the middle (4-8 months from now) is a more reasonable bet for Starship’s first successful orbital launch. As of early August, no aspect of recent Starship or Super Heavy booster testing is particularly encouraging for a hypothetical September launch attempt: Super Heavy Booster 7 is still in the middle of repairs after surviving an accidental explosion, and Starship 24’s latest round of testing – while not yet destructive – has been sluggish.
If SpaceX (beginning on August 3rd) abruptly flips a switch and starts to test Ship 24 with some degree of urgency, it’s possible that the Starship could be cleared for the first orbital launch attempt by the end of August. Super Heavy is a much larger hurdle. Aside from the apparent removal of all of Booster 7’s 33 Raptor engines, which will likely take weeks to reinstall and re-cover, its status is somewhat ambiguous. If SpaceX decides to fast-track Booster 8, which is nearly ready for engine-less proof testing, the Super Heavy side of Starship’s orbital launch debut is probably at least two or three months away from flight readiness.
Realistically, assuming SpaceX isn’t going to take a massive risk and try to launch an unqualified or minimally qualified rocket, Starship’s first orbital launch attempt is unlikely to occur before October or November. It’s even harder to estimate whether Starship’s first full launch will be successful. If “success” is defined by simply reaching orbit or deploying a few next-generation Starlink satellites in orbit, SpaceX’s odds are not terrible. If success includes a Super Heavy booster catch and Starship surviving its first orbital reentry, they trend towards slim to none.
Perhaps SpaceX will defy the odds. Up next, Starship S24 is expected to begin static fire testing as early as August 3rd or 4th.
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
