News
SpaceX installs full set of car-sized grid fins on second Super Heavy booster
SpaceX appears to have installed a full set of car-sized grid fins on Starship’s second flightworthy Super Heavy booster, leaving the massive rocket just a few steps away from completion.
Measuring ~69m (~225 ft) tall and 9m (~30 ft) wide, Super Heavy Booster 5 (B5) – like B4 before it – will be one of two of the largest rocket boosters ever built once completed. In broad strokes, Super Heavy B4 and B5 are the same. Aside from near-identical dimensions, both have been built to hold up to 29 Raptor engines while Starbase has already begun receiving parts of the first 33-engine Super Heavy. That means that Booster 4 and 5 – while both potentially capable of flight – are also pathfinders for an upgraded version of Super Heavy with similar dimensions but the potential to produce more than 40% more thrust once Raptor 2 production takes over.
While more similar than not, there are significant differences between SpaceX’s first and second flightworthy Super Heavy boosters.
The biggest visible differences are tweaks SpaceX has made to the Super Heavy assembly process. Booster 4 was assembled out of mostly naked steel rings and only had thousands of feet of external plumbing, wiring, raceways, and hardware installed after it was stacked to its full height. That may partially be because CEO Elon Musk had ordered SpaceX to complete the first full-height Starship stack by early August, requiring the build team to prioritize speed above all else.
Regardless, SpaceX appears to be outfitting Super Heavy Booster 5’s exterior before and during the process of stacking the booster to its final height. Most sections of 3-4 steel rings have had partial plumbing and raceways preinstalled, meaning that Booster 5 will be far closer to test readiness than Booster 4 once stacking is complete. Booster 4, on the other hand, required at least several more weeks of outfitting after SpaceX briefly rolled the rocket to the orbital launch pad for a full-stack photo-op and fit check.


On October 12th, after rapidly stacking Super Heavy B5’s upper methane tank to completion, SpaceX began installing the booster’s four car-sized grid fins. Fixed in place and assembled out of welded steel unlike the Falcon family’s deployable, cast titanium fins, Super Heavy grid fins are several times larger and heavier but still serve the same purpose of stabilizing boosters during atmospheric reentry, descent, and landing. Like Booster 4, SpaceX has also installed all four Booster 5 grid fins before stacking the Super Heavy to its full 69-meter height.
Based on B4, that final stack could happen just a few days from now, though there are signs that it might take B5 a fair bit longer. Notably, whereas Booster 4’s aft liquid oxygen (LOx) tank was already fully stacked by the start of grid fin installation, Booster 5’s LOx section is still waiting on its thrust dome. That thrust section was most recently spotted inside a production tent on October 11th – far more thoroughly outfitted than Booster 4’s aft but awaiting installation nonetheless.
That slight difference in timing pales in comparison to a massive tube that may or may not have been installed inside Super Heavy B5 late last month and that definitely wasn’t installed in B4. Without official information, it’s hard to know for sure, but the general community consensus is that this new tube (possibly one of two installed inside Booster 5’s LOx tank) is some kind of header tank or sump meant to collect propellant for Super Heavy’s boostback and/or landing burn.
If SpaceX really is adding header tanks to Super Heavy, it would drastically increase the complexity of booster plumbing, potentially explaining why Super Heavy B5’s thrust section installation is taking longer than B4. Only time (and hopefully a tweet or two from Musk) will tell.
Cybertruck
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
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.
Elon Musk
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
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.
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.