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SpaceX readies its California landing pad for September rocket recovery debut
Just as SpaceX successfully debuted Falcon 9 Block 5 at their California launch pad and returned drone ship Just Read The Instructions (JRTI) to rocket recovery duty after a nine-month leave, the company’s next West Coast mission is already aligning for an early-September launch. The mission, SAOCOM-1A, will feature yet another inaugural event – the first use of a West Coast landing pad less than a mile from SpaceX’s Vandenberg launch pad.
For the last two and a half years, SpaceX’s Florida launch sites (Pad 40 and Pad 39A) have also been privy to a unique secondary facility known as Landing Zone-1, located a few miles away from both pads inside the boundaries of Cape Canaveral Air Force Station (CCAFS). In fact, although a number of attempts were made to recover a Falcon 9 booster aboard drone ship Of Course I Still Love You (OCISLY) in 2015, the first successful Falcon 9 booster landing happened to occur at LZ-1, followed four months later by the first successful recovery by sea.
SLC-4E after a foggy launch of Iridium-7 at Vandenberg. #spacex #iridium7 pic.twitter.com/YQkXbpBooj
— Pauline Acalin (@w00ki33) July 25, 2018
Why land on land, why land at sea?
The primary draw of an equivalent land-based pad is both simple and massive: while SpaceX’s autonomous drone ship vessels are complex, comparatively easy to damage, and extremely expensive to both operate and maintain, a concrete circle on land has relatively tiny fixed and variable costs, does not have to concern itself with volatile ocean conditions, and does not require a fleet of tugboats and service vessels to operate. Rough estimates place the cost of taking a drone ship, tugboat, and crew transport vessel hundreds of miles off the coast on missions that can last 7-14 days anywhere from $500,000 to $2 million or more, depending on how you tabulate costs. Either way, the drone ship fleet will always be more complex and more expensive than simple concrete pads on land.
One problem with land-based landing zones is that returning rockets to their launch sites is very fuel-intensive, requiring propellant margins at booster stage separation that dramatically reduce the payload that can be placed into low Earth orbit (LEO), let alone higher-energy missions to geostationary orbit. As such, without massive performance improvements, drone ships like JRTI and OCISLY will be irreplaceable for as long as Falcon 9 and Heavy are flying – SpaceX simply cannot recover rockets during the geostationary launches that comprise a huge portion of their manifest unless they have those vessels.
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- Elon Musk walks among his recovered Falcon Heavy boosters at LZ-1 and 2. (Elon Musk)
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- The drone ship Of Course I Still Love You spotted in Port Canaveral, FL last December. (Instagram /u/ johnabc123)
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- West Coast drone ship Just Read The Instructions headed out to sea to catch a Block 5 booster on July 22. It succeeded. (Pauline Acalin)
This brings us to another conundrum. SpaceX’s Florida launch facilities support heavy commercial geostationary satellite launches as much as or more than any other type of payload in a given year of launches, meaning that the company’s now-doubled landing pad at LZ-1 is only used every once and awhile for Cargo Dragon launches and other miscellaneous and rare launches that leave enough margin in Falcon 9. SpaceX’s Vandenberg pad, on the other hand, is effectively bound to launching satellites into polar orbits (orbiting over Earth’s poles versus around the equator) – safety regulations prevent large rockets from launching over populated areas like the entire continental U.S., as an example for California launches.
Equatorial launches from East to West are much less efficient than their opposite, as Earth’s own rotation (West to East) provides rockets an appreciable performance boost. The point is that SpaceX’s Vandenberg launches are for fairly particular payloads, usually LEO communications satellites and imaging satellites that thrive in polar orbits, where one or a handful of satellites can observe almost anywhere on Earth over the course of a normal 24-hour. Those satellites also happen to be lightweight more often than not, meaning that many of the booster recoveries on drone ship JRTI could instead return to launch site (RTLS) for a dramatically simpler and cheaper recovery.
Enter Block 5
A West Coast LZ is even more intriguing and important with respect to the recent debut of Falcon 9 Block 5 at Vandenberg and the fact that all future launches. Even compared to SpaceX’s Florida LZ-1, the company’s Western pad is incredibly close to the launch pad. By landing less than a mile from SpaceX’s VAFB integration and refurbishment facilities (and launch pad), recovery and refurbishment operations should be more effortless than any before it.
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- SpaceX’s yet-unused Californian Landing Zone, seen ahead of Falcon 9 Block 5’s Iridium-7 debut. (Pauline Acalin)
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- SpaceX’s Vandenberg launch pad (right) and landing zone (left) ahead of the pad’s first Falcon 9 Block 5 launch, Iridium-7. (Pauline Acalin)
While the company’s VAFB launch pad is a bit older than its Eastern cousins and requires at least 3-5 weeks between launches for repairs and refurbishment, that relaxed schedule may be unbeatable for proving out the Block 5 upgrade’s true rapid reusability, as well as its ability to far more than two orbital missions per booster lifespan. SAOCOM-1A, one of two Argentinian Earth observations scheduled for launch with SpaceX, will begin that new era for SpaceX’s Vandenberg operations, including a landing pad debut permit officially granted by the FCC in the last few weeks. The Falcon 9 booster that launches that mission is bound to have a storied future ahead of itself.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet (including fairing catcher Mr Steven) check out our brand new LaunchPad and LandingZone newsletters!
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Tesla launches its coolest gift idea ever just a few weeks after it was announced
“Gift one month of Full Self-Driving (Supervised), which allows the vehicle to drive itself almost anywhere with minimal intervention.”
Tesla has launched its coolest gift idea ever, just a few weeks after it was announced.
Tesla is now giving owners the opportunity to gift Full Self-Driving for one month to friends or family through a new gifting program that was suggested to the company last month.
The program will enable people to send a fellow Tesla owner one month of the company’s semi-autonomous driving software, helping them to experience the Full Self-Driving suite and potentially help Tesla gain them as a subscriber of the program, or even an outright purchase.
Tesla is going to allow owners to purchase an FSD Subscription for another owner for different month options
You’ll be able to gift FSD to someone! https://t.co/V29dhf5URj
— TESLARATI (@Teslarati) November 3, 2025
Tesla has officially launched the program on its Shop. Sending one month of Full Self-Driving costs $112:
“Gift one month of Full Self-Driving (Supervised), which allows the vehicle to drive itself almost anywhere with minimal intervention. All sales are final. Can only be purchased and redeemed in the U.S. This gift card is valued at $112.00 and is intended to cover the price of one month of FSD (Supervised), including up to 13% sales tax. It is not guaranteed to cover the full monthly price if pricing or tax rates change. This gift card can be stored in Tesla Wallet and redeemed toward FSD (Supervised) or any other Tesla product or service that accepts gift card payments.”
Tesla has done a great job of expanding Full Self-Driving access over the past few years, especially by offering things like the Subscription program, free trials through referrals, and now this gift card program.
Gifting Full Self-Driving is another iteration of Tesla’s “butts in seats” strategy, which is its belief that it can flip consumers to its vehicles and products by simply letting people experience them.
There is also a reason behind pushing Full Self-Driving so hard, and it has to do with CEO Elon Musk’s compensation package. One tranche requires Musk to achieve a certain number of active paid Full Self-Driving subscriptions.
More people who try the suite are likely to pay for it over the long term.
News
Tesla expands Robotaxi app access once again, this time on a global scale
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
Tesla has expanded Robotaxi app access once again, but this time, it’s on a much broader scale as the company is offering the opportunity for those outside of North America to download the app.
Tesla Robotaxi is the company’s early-stage ride-hailing platform that is active in Texas, California, and Arizona, with more expansion within the United States planned for the near future.
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
The platform has massive potential, and Tesla is leaning on it to be a major contributor to even more disruption in the passenger transportation industry. So far, it has driven over 550,000 miles in total, with the vast majority of this coming from the Bay Area and Austin.
First Look at Tesla’s Robotaxi App: features, design, and more
However, Tesla is focusing primarily on rapid expansion, but most of this is reliant on the company’s ability to gain regulatory permission to operate the platform in various regions. The expansion plans go well outside of the U.S., as the company expanded the ability to download the app to more regions this past weekend.
So far, these are the areas it is available to download in:
- Japan
- Thailand
- Hong Kong
- South Korea
- Australia
- Taiwan
- Macau
- New Zealand
- Mexico
- U.S.
- Canada
Right now, while Tesla is focusing primarily on expansion, it is also working on other goals that have to do with making it more widely available to customers who want to grab a ride from a driverless vehicle.
One of the biggest goals it has is to eliminate safety monitors from its vehicles, which it currently utilizes in Austin in the passenger’s seat and in the driver’s seat in the Bay Area.
A few weeks ago, Tesla started implementing a new in-cabin data-sharing system, which will help support teams assist riders without anyone in the front of the car.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
As Robotaxi expands into more regions, Tesla stands to gain tremendously through the deployment of the Full Self-Driving suite for personal cars, as well as driverless Robotaxis for those who are just hailing rides.
Things have gone well for Tesla in the early stages of the Robotaxi program, but expansion will truly be the test of how things operate going forward. Navigating local traffic laws and gaining approval from a regulatory standpoint will be the biggest hurdle to jump.
Tesla received a price target boost from Morgan Stanley, according to a new note on Monday morning, but there is some considerable caution also being communicated over the next year or so.
Morgan Stanley analyst Andrew Percoco took over Tesla coverage for the firm from longtime bull Adam Jonas, who appears to be focusing on embodied AI stocks and no longer automotive.
Percoco took over and immediately adjusted the price target for Tesla from $410 to $425, and changed its rating on shares from ‘Overweight’ to ‘Equal Weight.’
Percoco said he believes Tesla is the leading company in terms of electric vehicles, manufacturing, renewable energy, and real-world AI, so it deserves a premium valuation. However, he admits the high expectations for the company could provide for a “choppy trading environment” for the next year.
He wrote:
“However, high expectations on the latter have brought the stock closer to fair valuation. While it is well understood that Tesla is more than an auto manufacturer, we expect a choppy trading environment for the TSLA shares over the next 12 months, as we see downside to estimates, while the catalysts for its non-auto businesses appear priced at current levels.”
Percoco also added that if market cap hurdles are achieved, Morgan Stanley would reduce its price target by 7 percent.
Perhaps the biggest change with Percoco taking over the analysis for Jonas is how he will determine the value of each individual project. For example, he believes Optimus is worth about $60 per share of equity value.
He went on to describe the potential value of Full Self-Driving, highlighting its importance to the Tesla valuation:
“Full Self Driving (FSD) is the crown jewel of Tesla’s auto business; we believe that its leading-edge personal autonomous driving offering is a real game changer, and will remain a significant competitive advantage over its EV and non-EV peers. As Tesla continues to improve its platform with increased levels of autonomy (i.e., hands-off, eyes-off), it will revolutionize the personal driving experience. It remains to be seen if others will be able to keep pace.”
Additionally, Percoco outlined both bear and bull cases for the stock. He believes $860 per share, “which could be in play in the next 12 months if Tesla manages through the EV-downturn,” while also scaling Robotaxi, executing on unsupervised FSD, and scaling Optimus, is in play for the bull case.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Meanwhile, the bear case is placed at $145 per share, and “assumes greater competition and margin pressure across all business lines, embedding zero value for humanoids, slowing the growth curve for Tesla’s robotaxi fleet to reflect regulatory challenges in scaling a vision-only perception stack, and lowering market share and margin profile for the autos and energy businesses.”
Currently, Tesla shares are trading at around $441.
Tesla launches its coolest gift idea ever just a few weeks after it was announced
Tesla expands Robotaxi app access once again, this time on a global scale
