News
SpaceX destacks “420” Starship, Super Heavy pair for the third time
Update: Shortly before SpaceX CEO Elon Musk revealed that Super Heavy booster B4 and Starship S20 are no longer assigned to the rocket’s orbital launch debut, the company ‘destacked’ the pair for the third time.
Ship 20 was removed from Booster 4 on March 19th, two days before Musk’s tweets. That’s not unusual: it was actually Ship 20’s third removal from Super Heavy. However, almost as soon as the Starship was rolled out of the way, SpaceX began making visible preparations to also remove Super Heavy B4 from Starbase’s orbital launch mount. As of March 24th, the booster has been attached to a large crane for more than a day and a newly upgraded transport stand has been rolled into place beside the launch mount. It’s somewhat odd that the booster hasn’t already been removed but that step could happen at almost any moment, now – albeit likely in daylight.
Once both Ship 20 and Booster 4 have been removed, it’s hard to imagine that they will ever return to the orbital launch mount. In fact, at minimum, Super Heavy B4 will probably be retired almost immediately. Super Heavy B7 – a superior, refined, and upgraded prototype by almost every measure – is already almost fully assembled and could likely begin basic testing within a week or two.
SpaceX CEO Elon Musk says that Super Heavy Booster B4 and Starship S20 are no longer scheduled to support the first orbital-class test flight of the world’s largest rocket.
Rumors, signs, and reports of the significant change have been flowing among unofficial spaceflight communities for months. Booster 4 and Ship 20 were first confirmed by Elon Musk to be the pair assigned to Starship’s orbital test flight (OTF) in the summer of 2021. When the pair first rolled out to the launch pad in early August, Musk seemed confident that they could be ready for an orbital launch attempt within a month or two. The same was true in November 2021, when Musk stated that the same Starship and Super Heavy pair could be ready for their first launch as early as January or February 2022.
Musk’s latest update on Starship’s orbital test flight continues that schedule optimism but also introduces several major changes – changes that could easily take several months to fully work through.
Crucially, Musk revealed that the first Starship to attempt an orbital-class launch will now feature upgraded Raptor V2 engines – engines that require an entirely new thrust structure design. That already all but guaranteed that B4 and S20 had been overtaken but Musk also explicitly confirmed that they would be replaced with a new pair in a later tweet.
That new pair – widely assumed to be Super Heavy B7 and Starship S24 – feature a wide range of design changes, including substantially modified header tanks, an entirely new nosecone design, new layouts for secondary systems (pressurization, avionics, heat exchangers, etc.), and more. Most importantly, their thrust structures – giant ‘pucks’ machined out of steel – have been tweaked to support new Raptor V2 engines instead of the Raptor V1 and V1.5 engines that have been installed and tested on all Starship and Super Heavy prototypes to date.
Musk believes that SpaceX will be able to build (and presumably qualify) all 39 of the Raptors Ship 24 and Booster 7 will need before the end of April and fully install them – as well as all the heat shield components that must be fitted around them – by the end of May 2022. It’s unclear if the SpaceX CEO is accounting for the extensive proof testing Ship 24 and Booster 7 will likely need to complete before being qualified for flight, including cryogenic proof tests, wet dress rehearsals, and at least a few static fire tests.
In fact, SpaceX has only performed a single three-engine static fire test with a fully outdated Super Heavy prototype. Before the company is confident in its booster design, it’s practically a certainty that one or more prototypes will be put through a lengthy test campaign that gradually evolves from igniting a few engines to igniting all 29 or 33 Raptors. That may actually be one of the reasons SpaceX appears to be retiring Booster 4 without a single static fire or flight test – performing all the requisite work may have ultimately been perceived as a dead-end when every future Starship and Super Heavy prototype will feature a heavily redesigned engine.
This is to say that much like Musk’s last few Starship OTF schedule estimates, May 2022 also appears to be extremely optimistic. Booster 7 could potentially be ready for cryogenic proof testing any day now but Ship 24 is still in five large pieces and probably at least a month from any form of test readiness. Still, there are some reasons for optimism. If Booster 7 actually does start basic proof testing this month or early next without waiting for its Raptor engines or for heat shield installation, SpaceX could theoretically complete cryoproofing, begin installing one or a few new Raptors at a time, and iteratively progress from static firing a few to all 33 engines as the engines are arriving at Starbase.
At a minimum, even if that razor-sharp test schedule isn’t possible, Booster 7 would at least have a month or so of extra testing over Ship 24, minimizing the disproportionate amount of testing each prototype will likely need to be qualified for flight. Unlike Booster 4, Ship 20 has completed several static fires and cryoproofs without any apparent issue.
For now, SpaceX continues to prepare Ship 24 sections for stacking and appears to be buttoning up Booster 7, which could easily be ready to roll out for basic testing within a few weeks – and maybe sooner.
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
