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What’s causing SpaceX’s Falcon Heavy delays?
Although uncertainty in the schedule remains, SpaceX’s Falcon Heavy rocket appears to be nearly ready for its first engine ignition test (called a ‘static fire’) sometime within the next week or so.
An attempt at 1 PM EST today, January 16, was canceled for unspecified reasons, although Kennedy Space Center reportedly maintained the usual roadblock to prevent vehicles from driving past, implying that SpaceX still intends to conduct propellant loading tests with Falcon Heavy. It was noted earlier this morning by spaceflight journalist Chris Bergin that things were “a bit too quiet” if a test was indeed planned for today, and his intuition appears to have been correct. It still remains the case that Falcon Heavy is an experimental and untested rocket to an extent, and these delays are to be expected as SpaceX works out the inevitable kinks and bugs that arise during the extensive testing big launch vehicle has been and is still being put through.
KSC is in roadblock stance, so they will still do some testing it would seem, but we will have to wait for the Static Fire itself. https://t.co/DxzsRn85NR
— NSF – NASASpaceflight.com (@NASASpaceflight) January 16, 2018
Due to range requirements in support of an upcoming launch of the United Launch Alliance’s (ULA) Atlas 5 rocket, currently NET Thursday, SpaceX has postponed the static fire of Falcon Heavy without a replacement date. It is unlikely that another attempt will occur before the upcoming weekend, but SpaceX should have at least a solid week of uninterrupted range support once ULA’s launch occurs, hopefully without delay. Godspeed to ULA, in the meantime.
The crazy complexity of rocketry
Most recently, and perhaps somewhat related to Falcon Heavy’s static fire delays, SpaceX completed as many as two complete wet dress rehearsals (WDRs), which saw Falcon Heavy topped off with full tanks of its cryogenic (super cool) liquid oxygen (LOX) and rocket-grade jet fuel (RP-1). In essence, the rocket became equivalent to several hundred tons of carefully stabilized explosive. Nominally, these rehearsals appear entirely uneventful to an outside observer, with little more than ice formation and the occasional bursts of propellant tank vents to suggest that something important is occurring. However, anomalies like the failure of Falcon 9 during the Amos-6 static fire provide a staggering demonstration of just how explosive and sensitive a rocket’s fuel is, and Falcon Heavy has approximately three times the fuel capacity of Falcon 9. Empty, Falcon 9’s mass has been estimated to be around 30 metric tons, a minuscule amount of structure in the face of the more than 500 metric tons of propellant the vehicle carries at liftoff.
These propellant loading tests can also be challenging for reasons aside from their highly explosive nature. Due to basic realities of the physical nature of metal, the predominate ingredient for Falcon 9’s load-bearing structures, metallic structures shrink under extreme cold (and expand under heating). In the case of Falcon 9’s massive 45 meters (150 foot) tall first stage, the scale of this contraction can be on the order of several inches or more, particularly given SpaceX’s predilection towards cooling their propellant as much as possible to increase its energy density. For Falcon 9, these issues (thermodynamic loads) are less severe. However, add in three relatively different first stage boosters linked together with several extremely strong supports at both their tops and bottoms and that dynamic loading can become a fickle beast. The expansion or compression of materials due to temperature changes can create absolutely astounding amounts of pressure – if you’ve ever forgotten a glass bottled drink in the freezer and discovered it violently exploded at some future point, you’ll have experienced this yourself.
With several inches of freedom and the possibility that each Falcon Heavy booster might contract or expand slightly differently, these forces could understandably wreak havoc with the high precision necessary for the huge rocket to properly connect with the launch pad’s ground systems that transmit propellant, fluids, and telemetry back and forth. Information from two reliable Kennedy Space Center sources experienced with the reality of operating rockets, as well as NASASpaceflight.com, suggested that issues with dynamic loads (such as those created by thermal contraction/expansion) are a likely explanation for the delays, further evidenced by their observations that much of the pad crew’s attention appeared to be focused at the base of Transporter/Erector/Launcher (TEL). The TEL base hosts the clamps that hold the rocket down during static fires and launches, as well as the Tail Service Masts (TSMs) that connect with the Falcon 9/Heavy to transport propellant and data to the first stage(s). These connection points are both relatively tiny, mechanically sensitive, and absolutely critical for the successful operation of the rocket, and thus are a logical point of failure in the event of off-nominal or unpredicted levels of dynamic stresses.
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- The white bars in this photo are half of Falcon Heavy’s seperation mechanism. A number of actuators take the place of the more common solid rocket motors used with vehicles like the Delta IV Heavy. (SpaceX)
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- Falcon Heavy’s three boosters and 27 Merlin 1D engines on full display. (SpaceX)
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- Falcon Heavy. Modeled and rendered by NASASpaceflight forum user WBY1984. (WBY1984)
Test, launch, land, repeat.
All things considered, these difficulties demonstrate that even after months (even years) of relentless modeling, testing, remodeling, and retesting, rockets (and especially huge rockets like Falcon Heavy) are immensely complex, and even tiny mistakes can lead the vehicle to stray from its expected behavior. Quite simply, the reality of engineering only truly comes into play once hardware is fully in the loop, and it’s in this state that SpaceX has demonstrated again and again a distinct and elegant ability to learn from their hardware, rather than attempt to salve uncertainty with a neurotic and counterproductive level of statistical analysis, modelling, and documentation. The agile launch company still dabbles in those aspects when beneficial or necessary, but testing comes first in its importance.
The conclusion here, then, is that Falcon Heavy’s delays betray this aspect of SpaceX – a launch company that loves its fans, but also understands the need for cautious testing when it comes to new and untried rocket hardware. Whether Falcon Heavy succeeds or fails, SpaceX will learn from the proceedings, and they will be better off for it (although maybe less so financially…).
Follow along live as launch photographer Tom Cross and I cover these exciting proceedings as close to live as possible.
Teslarati – Instagram – Twitter
Tom Cross – Instagram
Eric Ralph – Twitter
Elon Musk clapped back at France’s decision to withhold the approval for Tesla’s Full Self-Driving (FSD) Supervised system, projecting a clear and blunt message to French Transport Minister Phillippe Tabarot, after he publicly rejected the technology in its current form.
Tabarot outlines several concerns with Tesla Full Self-Driving in a detailed video statement, where he said, “The safety trade-offs are not yet sufficient to authorize it as it currently stands,” he said. He emphasized that FSD is not a true self-driving system and that the driver remains fully responsible.
Key issues Tabarot also brought up included allowing speeding when surrounding traffic exceeds limits and what he believes are insufficient guarantees of driver attention during complex urban maneuvers such as lane changes, intersections, and roundabouts.
Delaying the approval of FSD in France will cost lives
— Elon Musk (@elonmusk) July 22, 2026
While acknowledging technological progress and France’s support for autonomous innovation, Tabarot stressed that deployment must prioritize road safety. He noted ongoing technical discussions with Tesla, the Netherlands, and other European partners, with further ecosystem meetings planned for the fall.
Musk’s rebuke highlights the human cost of regulatory caution. Tesla’s latest safety reports provide compelling data supporting accelerated adoption. In the most recent 12-month period, vehicles using FSD (Supervised) recorded one major collision per approximately 5.1 million miles driven, dramatically better than the U.S. national average of one crash per 698,000 miles.
Even Tesla vehicles driven manually with active safety features outperform the average by a wide margin. These figures come from billions of real-world miles of telemetry, showing FSD vehicles involved in far fewer incidents than both manual Teslas and the broader U.S. fleet.
Critics argue Tesla’s comparisons require careful scrutiny regarding reporting thresholds and fleet demographics, yet the data consistently positions FSD as a potential lifesaver. With road fatalities remaining a leading cause of death worldwide, Musk contends that proven safer technology should not face prolonged bureaucratic hurdles.
France’s measured approach reflects the broader European regulatory caution, which many, especially Musk, have been critical of in the past. However, as autonomous systems from Tesla and competitors like Waymo demonstrate superior safety in independent studies, pressure is mounting for harmonized approvals.
Musk’s warning carries the belief that every month of delay may equate to avoidable tragedies on European roads.
In a striking revelation that underscores the lucrative crossover between Big Tech and space exploration, Alphabet Inc., Google’s parent company, disclosed a massive $94.1 billion equity stake in SpaceX following the rocket company’s blockbuster initial public offering earlier this year.
The disclosure came in Alphabet’s quarterly filing, marking the first time the long-held private investment has been publicly valued at market prices. Google was an early backer, investing alongside Fidelity in 2015 with roughly $500-900 million at a time when SpaceX was valued around $12 billion.
That bet has delivered extraordinary returns, roughly a hundredfold, transforming a strategic play on satellite internet and launch capabilities into one of Alphabet’s largest assets.
Google, $GOOGL, has said they hold $94 billion in SpaceX, $SPCX, shares after IPO.
— unusual_whales (@unusual_whales) July 23, 2026
Of the total holding, approximately $80 billion remains subject to short-term post-IPO lockup restrictions, preventing near-term sales. An additional $14.1 billion faces longer-term restrictions, extending into the third quarter of 2027. This structure limits immediate liquidity but protects against market volatility as SpaceX transitions into public trading.
The SpaceX position contributed significantly to gains in Alphabet’s broader investment portfolio, which also includes a major stake in AI leader Anthropic. Combined, these holdings helped drive nearly $100 billion in investment gains during the second quarter, providing a substantial boost to net income amid ongoing AI spending pressures.
Analysts view the disclosure as validation of Alphabet’s venture strategy beyond its core search and cloud businesses. The investment aligns with deeper ties, including reported multi-billion-dollar deals for AI computing capacity on SpaceX infrastructure. As SpaceX advances Starship flights, Starlink expansion, and ambitious Mars goals under Elon Musk, Google’s stake positions it to benefit from the commercialization of space.
For Alphabet, the windfall highlights how patient, forward-looking bets in transformative sectors can yield outsized rewards. While lockups temper short-term impact, the holding cements SpaceX as a cornerstone of Alphabet’s diversified portfolio in an era where aerospace, AI, and connectivity increasingly intersect. Investors will watch closely as restrictions lift and SpaceX’s public performance unfolds.
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.
Elon Musk claps back at France’s Tesla Full Self-Driving approval delay
Google’s massive stake in SpaceX will shock you
