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SpaceX drone ship departs for upgraded Cargo Dragon launch debut
SpaceX drone ship Of Course I Still Love You (OCISLY) has departed Port Canaveral ahead of an upgraded Cargo Dragon spacecraft’s Falcon 9 launch debut.
Scheduled to lift off no earlier than (NET) 11:39 am EST (16:39 UTC) on Saturday, December 5th, SpaceX’s 21st NASA Commercial Resupply Services (CRS) launch will mark several major firsts.
First and foremost, CRS-21 will debut an upgraded Cargo Dragon spacecraft. Derived from Crew Dragon (also known as Dragon 2), Cargo Dragon 2 will also dock with the ISS, utilizing a smaller docking (versus berthing) port that unfortunately limits the width of cargo Dragon will be able to deliver. Aside from improved reusability, SpaceX’s newest cargo spacecraft will otherwise be largely the same as Dragon 1 as far as cargo delivery goes.
Compared to SpaceX’s 20 CRS1 space station resupply missions, Cargo Dragon 2’s CRS2 launches will also be substantially more expensive, on average, though still NASA’s most affordable option. SpaceX executives have explained that cost increase as a result of the company’s growing confidence and greater awareness of its competition. NASA has only guaranteed six CRS2 contracts for three selected providers, leaving the space agency a great deal of leverage to analyze the playing field and issue at least as many new contracts to cover International Space Station (ISS) operations from at least 2023 to 2025.
Thanks to experience gained through joint NASA-SpaceX CRS1 contract modifications that allowed multiple Falcon 9 booster and Cargo Dragon capsule reuses, reusability – while again not built in to SpaceX’s CRS2 contract – will assuredly play a central role for most of the company’s future space station cargo missions. Unlike Dragon 1, which was only modified for reuse with an upgrade that debuted several launches into CRS1, the Dragon 2 capsule is designed from the start to fly at least five orbital missions.
NASA has already given SpaceX permission to reuse a more complex Crew Dragon spacecraft to launch astronauts as early as March 2021, so it’s all but guaranteed that the space agency will allow SpaceX to extensively reuse Cargo Dragon 2 capsules to complete its CRS2 contract. If so, it will likely save NASA a significant amount of money when it comes time to award additional CRS2 contracts.
Equally significant, NASA also appears to be upgrading its confidence in SpaceX’s reusable Falcon 9 rockets with CRS-21, permitting the company to reuse Falcon 9 booster B1058 on Cargo Dragon 2’s launch debut. While B1058 did support SpaceX’s Crew Dragon astronaut launch debut back in May 2020, the booster has since flown two more commercial missions, carrying a South Korean communications satellite and a batch of SpaceX’s own Starlink spacecraft in July and October. CRS-21 will be the first time NASA has allowed SpaceX to fly a space agency mission with a booster that’s supported non-NASA missions, implying a new level of trust in SpaceX.
It will also be the first time in history that a new spacecraft has debuted on a flight-proven rocket, as well as NASA’s first flight on both a twice-flown and thrice-flown Falcon 9 booster. If CRS-21 is a sign of things to come, life will be made much easier for SpaceX, reducing or eliminating the need to operate separate booster fleets for commercial and institutional customers.
Finally, CRS-21 will also mark the first time in history that two SpaceX Dragon spacecraft have been in orbit – or at the ISS – at the same time. A senior SpaceX Dragon manager recently noted that after Crew-1’s successful November 15th launch, all future Dragon launches would leave the company with two Dragons in orbit.
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.
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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.
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
Tesla hits major milestone with Full Self-Driving subscriptions
