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SpaceX's next Crew Dragon launch is delayed but that's actually good news
NASA says that SpaceX’s next big Crew Dragon flight test has slipped a bit further into 2020, a counterintuitively positive sign that the human-rated spacecraft’s next launch is firmly scheduled for the first month of the next decade.
Known as Crew Dragon’s In-Flight Abort (IFA) test, SpaceX opted to include the mission in its Commercial Crew contract, a decision NASA chose to leave up to its providers. Boeing, for example, chose not to perform a real-world in-flight abort test of its Starliner spacecraft, instead relying on a pad abort test and digital modeling to determine the spacecraft’s capabilities. NASA allowed this flexibility because it believes – at least theoretically – that it should be possible to determine whether a spacecraft can perform the most challenging abort scenarios without actually doing full-fidelity flight tests.
Given that NASA chose to perform an extremely expensive full-fidelity in-flight abort test with its own Orion spacecraft just a few months ago, one can’t exactly say that the space agency has chosen to reap what it’s sown, but with any luck, the Starliner spacecraft will never have to perform such an abort and find out how close Boeing’s modeling is to reality.
It’s also worth noting that despite the fact SpaceX elected to perform an extra abort test that will likely destroy an entire Falcon 9 rocket, Crew Dragon development will cost NASA $2 billion (40%) less than Starliner, while each operational Crew Dragon launch will also cost some $250 million (39%) less than a comparable Starliner launch.
As of December 18th, NASA says that SpaceX’s In-Flight Abort (IFA) test has slipped a week from January 4th to January 11th, 2020. Counterintuitively, that delay is actually an extremely encouraging sign that Crew Dragon’s next launch is quite firmly set for the first month of 2020. For reference, as NASA and SpaceX approached Crew Dragon’s Demo-1 orbital launch debut earlier this year, the mission was initially set for January 17th. Around three weeks later, NASA announced that Demo-1 had slipped to no earlier than (NET) “February”. Four weeks after that delay, NASA once again announced another delay to March 2nd, which would turn out to be the day that Crew Dragon really did reach orbit for the first time.
On the other hand, IFA – Crew Dragon’s second launch – had its first firm launch date (January 4th) announced by NASA on December 6th, 2019. Less than two weeks later, NASA says that the launch date has slipped by exactly one week to January 11th, less than four weeks from today. It’s entirely possible that SpaceX’s IFA test will slip further into 2020 in the coming weeks, but compared to Crew Dragon’s Demo-1 mission, both NASA and SpaceX appear to be far more confident in the schedule for Crew Dragon’s second launch.
Regardless of when exactly it lifts off, Crew Dragon’s In-Flight Abort is going to be an extremely challenging test for the spacecraft. Designed to simulate a near-worst-case abort scenario during launch, SpaceX will essentially trick Dragon into believing that Falcon 9 has failed around a minute and a half after launch. At that point, the rocket and spacecraft will be traveling as fast as Mach 2.5 (860 m/s, 1900 mph) and experiencing what is known as Max Q, the point of peak aerodynamic stress (referring to heating, buffeting, pressure, and more).
At that exact point, Crew Dragon capsule C205 will ignite all eight of its SuperDraco abort engines, almost instantaneously producing 130,000 lbf (570 kN) of thrust to send the spacecraft almost a kilometer (0.5 mi) away from Falcon 9 in just a few seconds. If Crew Dragon survives the ordeal, it will quickly detach its trunk section, flip around to face its heat shield towards the ground, and ultimately deploy parachutes before gently landing in the Atlantic Ocean.
SpaceX plans to recover and reuse the otherwise orbit-worthy capsule on a future mission, likely one of the company’s upcoming CRS2 space station resupply launches. Finally, if everything goes exactly as planned during the In-Flight Abort test and both NASA and SpaceX see no issues with the flown hardware or data the test produces, Crew Dragon Demo-2 – the spacecraft’s first astronaut launch – could potentially be ready for flight as early as February or March 2020.
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Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
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.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
