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SpaceX’s first thrice-flown Cargo Dragon returns from orbit with Starship tiles intact
After a flawless reentry and splashdown on August 27th, SpaceX’s first thrice-flown Cargo Dragon spacecraft completed its latest mission, arriving in Port of Los Angeles aboard SpaceX vessel NRC Quest.
The successful completion of NASA Commercial Resupply Mission 18 (CRS-18) means that SpaceX is officially the first and only company to launch the same orbital spacecraft three times. Meanwhile, Cargo Dragon capsule C108 also happened to mark the first known orbital flight test of hardware that may be destined for use on SpaceX’s next-generation Starship launch vehicle, taking the shape of four ceramic tiles installed as part of its ablative PICA-X heat shield.
Cargo Dragon’s CRS-18 mission successfully lifted off on its way to the International Space Station (ISS) on July 25th and was berthed to the ISS roughly two days later, completed its delivery of several tons worth of cargo. During the launch webcast, one of the SpaceX hosts noted that black tiles visible on Cargo Dragon’s heat shield – distinct beside its silvery water-sealed PICA-X tiles – were prototypes of a ceramic heat shield material being analyzed for possible use on Starship.
CEO Elon Musk confirmed this after the first launch attempt was scrubbed by weather, stating that SpaceX was looking into the use of “thin [ceramic] tiles” to protect Starship’s windward (atmosphere-facing) half during orbital reentries. Prior to this development, Musk had proposed and posted videos of real-world tests of a steel Starship heat shield concept, in which extra energy could be wicked away by ‘transpiring’ liquid oxygen or methane through microscopic holes on each tile’s leading edge.
Although particular species of stainless steel do feature exceptionally high melting points and structural characteristics at ultra-high temperatures (> 1400C/2500F), some unofficial analyses of the numbers involved indicated that the density and weight of steel could rapidly hinder any benefits derived from its use as a heat shield. Musk appeared to confirm this in his July 24th comments, indicating that thin ceramic tiles on the windward side and nothing on the leeward side of Starship looked like the “lightest option”.
Indeed, ceramics were so prevalent on the Space Shuttle – the only semi-routinely reusable space plane ever developed – in large part because they can be made spectacularly light. The Shuttle’s main ceramic tiles had a density of 155 kg/m³ (9 lb/ft³), about five times denser than styrofoam or roughly the same density as freshly-fallen snow and balsa wood. Stainless steel is about 50 times denser, on average. To use Musk’s own 2017 turn-of-phrase, adding thick steel tiles to Starship’s already-steel skin was probably a bit too much like “building a box in a box”, whereas prioritizing ceramic tiles presumably cuts the shield’s mass by a factor of something like 20-100+.
Although the Shuttle did make extensive use of ceramic shielding, that shielding – specifically, reinforced carbon-carbon (RCC) tiles about as fragile as the material people are familiar with – and a mixture of organizational ineptitude infamously lead to the death 7 NASA astronauts and was generally a nightmare to deal with. SpaceX certainly won’t have to deal with the foam and solid rocket boosters that a lot of Shuttle’s ceramic problems can be traced to, but the company will likely be laser-focused on producing a form of ceramic shielding that isn’t nearly as fragile as Shuttle-derived materials.
The fact that Cargo Dragon’s ceramic Starship tile prototypes appear to be almost completely unscathed after their first orbital reentry is an excellent sign that SpaceX is making progress in the materials design and certification department, or is at least taking flight-testing extremely seriously.
SpaceX CEO Elon Musk is expected to provide an official update on Starship no earlier than late September, a presentation that will likely include details about the route the company is taking with the massive spaceship’s heat shielding.
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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
