News
SpaceX aims for 3 rocket launches in a single week, 6 launches in 1 month
Tailing an intense February that saw SpaceX successfully complete inaugural launches of both Falcon Heavy and two Starlink prototype satellites, the next three weeks of March are likely to be relatively quiet. However, by all appearances, SpaceX is preparing for a frenetic end-of-month that could include three Falcon 9 launches from three separate SpaceX launch pads, all in a single week, and as many as six launches total between March 29 and April 30.
If successful, this series of missions would smash all of SpaceX’s past launch cadence records – six launches in little more than a single month, two reused flights in four days, three launches in one week, and two East coast launches in three days, not to mention the debut of Falcon 9 Block 5. To put this level of activity in perspective, SpaceX could complete the equivalent of four months or 33% of all of their 2017 launches in a single month. SpaceX’s aggressive goal of 30 launches in 2018 still means that the company could complete a full 1/5th of their scheduled manifest in less than five weeks, a cadence that – if maintained for a full year – would equate to 60-70 launches in 12 months.
50 launches of Falcon 9 in seven and a half years. Graphic produced by Reddit user ethan829. (Reddit /u/ethan829)
Three launches, three pads, seven days
Beginning on March 29, SpaceX’s next series of launches will kick off with the flight-proven Iridium-5 mission tasked with placing 10 Iridium NEXT communications satellites into LEO from Vandenberg Air Force Base. Three days later (April 2), a flight-proven Cargo Dragon and Falcon 9 booster are scheduled to lift off from LC-40 on the East coast, likely followed by the first stage’s second landing at LZ-1. Finally, SpaceX will return Pad 39A to its first single-stick Falcon 9 launches since February’s inaugural Falcon Heavy flight with Bangabandhu-1, the Bangladesh government’s first-ever geostationary satellite. Bangabandhu-1 will also mark the inaugural launch of SpaceX’ potentially game-changing Falcon 9 upgrade, and that invaluable pathfinder booster will almost certainly find its way to a soft landing aboard the Atlantic drone ship Of Course I Still Love You (OCISLY).
Following those three launches and around ten days of quiet, SpaceX will launch NASA’s TESS, a scientific probe tasked with searching for planets beyond our solar system, from Florida’s LC-40, April 16. After another ten-day “break,” the company will jump back to the West coast to place another five Iridium NEXT satellites (and two NASA science payloads) into orbit on April 28. On April 30, just two days later, SES-12 is scheduled for an East coast launch to geostationary transfer orbit aboard a reused Falcon 9.
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- SpaceX intends to launch three Falcon 9s from all three of its pads in just seven days. Pictured here their VAFB pad in California. (Pauline Acalin)
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- A reused Falcon 9 clears the lightning towers of Florida’s Launch Complex-40 (LC-40). (Tom Cross)
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- Falcon Heavy explodes off of Pad 39A in a spectacle of fire, Roadster in tow. (Tom Cross)
A new era of rapid reusability rears its head
Put simply, this is an extreme pace for orbital launches, and would be an absolutely staggering achievement for SpaceX even if Hispasat’s week-long delay extends that month-long period to six or so weeks for a half-dozen launches. While almost certainly a coincidence, this rapid succession of launches happens to coincide with the inaugural April 5th launch of SpaceX’s next-generation Falcon 9, an upgrade meant to enable cheap and rapid reuse of the rocket’s first stage. With Block 5, it is entirely conceivable that a Falcon 9 booster could land at LZ-1, be transported back to the launch pad after a brief once-over, and conduct another launch in a matter of days, at a meaningful cost of little more than the second stage and payload fairing (for the time being, at least). Of course, those minimal costs will at first help SpaceX recoup its considerable investments in reusability, but they can be expected to trickle down to the customer within a year or two (~30-60 launches) of Block 5’s introduction.
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- SpaceX Block 5 Falcon9 at McGregor, Texas [Credit: Chris G – NSF via Twitter, Reprinted with permission from NASASpaceflight.com]
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- A matte-silver Block 5 Merlin 1D rocket engine seen preparing to leave SpaceX’s Hawthorne factory for testing in Texas. (SpaceX)
Ultimately, Falcon 9 Block 5 will give SpaceX an unprecedented amount of capital flexibility. Once the upgrade has phased out older Falcons, the company will have a huge amount of freedom to constantly strike a balance between competitive pricing and profit margins. In other words, no launch provider on Earth will be able to lowball SpaceX on cost without SpaceX’s conscious acquiescence, and every single recoverable launch of a Block 5 will equate to profit margins previously inconceivable for the company. However, rather than lining the pockets of military-industrial complex profiteers, those profits will help SpaceX both pay off R&D debts and intensively invest in more thrilling hardware developments, including Crew Dragon, Starlink, Raptor, BFR/BFS, and beyond. SpaceX does not intend to become rich and lazy in their success — they mean to develop technology that will provide affordable internet on a global scale, return humanity to the moon, and one day establish a permanent and self-sustaining city on Mars.
Follow us for live updates, behind-the-scenes sneak peeks, and a sea of beautiful photos from both our East and West coast photographers.
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Tom Cross – Twitter
Pauline Acalin – Twitter
Eric Ralph – Twitter
In early 2026, Tesla made a bold strategic pivot: it largely eliminated the option to purchase Full Self-Driving (FSD) software outright and shifted to a subscription-only model. The change, effective around mid-February, ended the one-time fee that had previously ranged as high as $15,000 and later dropped to $8,000. Instead, customers would access FSD (Supervised) for $99 per month in the U.S.
At the time, skeptics questioned whether locking customers into recurring payments would hurt adoption or alienate buyers who preferred ownership of the feature. Tesla bet that a lower barrier to entry, seamless integration at purchase, and the ability to cancel at any time would drive higher uptake.
The results from Q2 2026 speak for themselves: the decision has been a resounding success, delivering the largest quarterly growth in FSD subscriptions in the company’s history.
Tesla FSD subscriptions went up 56% in Q2 2026 to 1.48 million, an increase of 200,000 from Q1 2026.
Tesla added more FSD subscribers in Q2 than in any quarter in its history. pic.twitter.com/jTciTD2JqW
— Sawyer Merritt (@SawyerMerritt) July 22, 2026
According to Tesla’s Q2 shareholder update, active FSD subscriptions reached 1.48 million globally by the end of June 2026. That represents a 56 percent increase year-over-year and a 15.6 percent jump from the prior quarter. Tesla added roughly 200,000 new subscriptions in the period alone—the biggest single-quarter gain on record.
North America led the charge, with more than 55 percent of new vehicle deliveries including an FSD subscription at the time of purchase, a record attach rate for the region.
Tesla explicitly noted that “more customers [are] opting for subscription at the time of vehicle purchase,” crediting the model shift and prominent placement of the option in the ordering process. Subscriptions now contribute meaningfully to ancillary revenue, helping offset pressure elsewhere in the business.
The financial upside is substantial: At $99 per month, 1.48 million active subscriptions generate approximately $146.5 million in monthly recurring revenue. Over a full year, that equates to roughly $1.76 billion in annualized recurring revenue (ARR) from FSD subscriptions alone, assuming steady retention and no major pricing changes.
These figures represent pure, high-margin software revenue. Unlike vehicle sales, which carry production costs, warranty obligations, and supply-chain risks, FSD subscriptions flow largely to the bottom line once the software is developed and deployed over-the-air.
Tesla does not break out exact FSD subscription revenue in its filings (it sits within “Services and Other”), but the category grew 50 percent year-over-year in Q2, with executives highlighting subscriptions as a key driver.
The subscription model offers several structural advantages. It lowers the upfront cost of a new Tesla, potentially broadening the buyer pool and supporting vehicle demand, especially important amid fluctuating EV market conditions. It creates a predictable revenue stream that compounds as the fleet grows and more owners try (and stick with) the software.
Legacy one-time purchasers still exist, but new growth is overwhelmingly subscription-based following the February cutoff.
Early data also suggests improving retention and satisfaction, as well. Tesla has rolled out iterative FSD updates, including v14 features, and expanded availability to additional markets. Recent regulatory approvals in parts of Europe have further boosted interest, with owners in newly enabled countries eager to activate the software they had been waiting for.
FSD is still supervised; regulatory hurdles for true unsupervised autonomy persist in many regions, including the United States, and competition in advanced driver-assistance systems is intensifying. Yet the Q2 numbers validate Tesla’s bet: by removing the large upfront commitment and making FSD accessible via subscription, the company has accelerated adoption faster than many anticipated.
What began as a controversial switch-up has become a clear win. With nearly 1.5 million subscribers, record attach rates, and nearly $1.8 billion in potential annual recurring revenue already in view, Tesla’s FSD business is transitioning from a promised future to a tangible, fast-growing profit engine.
If the momentum continues, and especially if unsupervised capabilities unlock robotaxi opportunities, the subscription flywheel could become one of the most valuable assets in Tesla’s portfolio.
Tesla Robotaxi is among its biggest projects currently, but many have been quick to point out the fact that the company has definitely been slow to expand its fleet.
However, there is definitely a method to that madness. CEO Elon Musk answered several concerns during last night’s quarterly earnings call that some might have about that slow rollout of the Robotaxi suite, maintaining the company’s narrative on prioritizing safety and wanting to avoid injuries to anyone, including animals.
Musk said:
“With Robotaxi, our goals are very ambitious for Robotaxi, but we do need to be cautious about causing any accidents or causing any harm to anyone. Although there are, I think, 30,000 to 40,000 automotive deaths per year in the U.S. alone, most of those do not generate any press or maybe, you never really read about almost any of those. If we injure even one person, it’ll be worldwide headline news, and regulators will immediately clamp down on our activities.
We don’t want to injure anyone. We’re going as fast as humanly possible in scaling Robotaxi, but while trying to ensure that we do not harm anyone at all, and ideally do not even run over a pet. That’s really the constraint is we want to grow as fast as possible with Robotaxi without harm to anyone.”
Tesla has maintained an exemplary safety record with its Robotaxi suite, according to internal data. VP of AI, Ashok Elluswamy, said that the Robotaxi suite has driven more than 380,000 miles unsupervised without any incidents.
0 notable incidents across over 380,000 miles traveled by Robotaxi
— Tesla (@Tesla) July 22, 2026
Analyst Colin Langan of Bank of America also pushed Tesla executives for answers regarding the company’s decision to add cities across several states with dozens of vehicles “as opposed to hundreds.”
Elluswamy said there’s a bigger advantage to do it the way Tesla has been because it ensures that its software stack “is a very general one:”
“The reason we have been expanding across different cities instead of just doubling down on a single city, is that we want to make sure that our stack is a very general one. It is a general one. We just want to both prove to ourselves and to other folks that it is working across a lot of different cities without too much effort per city. That’s what we see internally.”
In the past, we have written about Tesla’s decision to be incredibly conservative with its Robotaxi rollout, especially with the incredibly small fleet size compared to competitors. However, there really is not a price anyone can put on safety for those utilizing the platform or pedestrians, so what Tesla is doing is justified.
A year into the Robotaxi program being active, Tesla has made major strides, but many investors and fans would like to see the fleet expand as quickly as the program has to other cities and states.
Elon Musk
Tesla Semi finally has an FSD timeline and it’s waiting on the Cybercab
Elon Musk told investors Semi self-driving should start working by early 2027, per today’s earnings.
During Wednesday’s’ Tesla Q2 earnings call, an analyst asked Elon Musk when Tesla would look at autonomy for the Semi. His answer set a real timeline for the first time, noting that self-driving on the Tesla Semi is expected to start working “around the end of this year or early next year”.
Musk framed the delay as a matter of priority, not capability. Tesla’s self-driving team is currently focused on Model 3, Model Y, and Cybercab, the vehicles that make up the overwhelming majority of Tesla’s fleet. Since Semi trucks on the road remain a small fraction of that total even after the recent Nevada factory ramp, Musk said it made more sense to keep the software team’s attention on what he called “the march of nines of safety” for the higher volume vehicles first. Autonomous Semi development is “taking a bit of a backseat for the next six months or so,” he said, before adding that it “will definitely be working next year and in time for the scale-up to high production of the Tesla Semi.”
Tesla Semi’s official battery capacity leaked by California regulators
The timeline lines up with what’s already been showing up on public roads. In June, a Tesla Semi was spotted in Sunnyvale wearing a full validation rig, the same rooftop sensor array Tesla mounts on vehicles ahead of an FSD milestone.
A second unit was seen near Fremont days later with a matching camera suite and lens washers. Separately, Tesla analyst Nic Cruz Patane posted video this month of the production Semi’s exterior camera array, ten AI4 based units built directly into the truck rather than added later.
Tesla Semi AI4 cameras. The production version has 10 cameras on its exterior.
These trucks are designed to be autonomous. pic.twitter.com/GH3BamxIBQ
— Nic Cruz Patane (@niccruzpatane) April 14, 2026
Musk also gave the reason autonomy on the Semi matters in the first place, a persistent shortage of qualified truck drivers. “There is a really serious shortage of truckers,” he said on the call, framing a self-driving Semi as important both for addressing that shortage and for improving safety and comfort for the drivers running the truck today.
The timing also tracks with the Semi’s production reality. Tesla’s Q2 shareholder letter, dropped language promising the Semi would reach volume production this year. Musk pointed to 4680 battery cell output as the near-term constraint on Semi and Cybercab production. A software timeline landing in early 2027 gives Tesla’s autonomy team room to work while the hardware ramp catches up behind it.
It’s worth nothing that this isn’t necessarily a promise the Semi ships driverless next year. Musk’s own language, self-driving “working” by early 2027, describes internal validation catching up to hardware already riding on every production truck, not a public unsupervised rollout.
Tesla’s switch-up on selling Full Self-Driving has paid off big time
Tesla Robotaxi’s slow rollout gets explanation from Elon Musk
