News
Boeing Starliner abort test (mostly) a success as SpaceX nears Crew Dragon static fire
On November 4th, Boeing completed a crucial pad abort test of its reusable Starliner spacecraft, successful in spite of an unintentional partial failure of its parachute recovery system. Three days later, Boeing revealed what it believed to be the cause of that anomaly in a November 7th press conference.
Meanwhile, SpaceX – having completed Crew Dragon’s pad abort test in 2015 – is preparing for an equally important In-Flight Abort (IFA) test and is perhaps just a day or two away from static firing the Crew Dragon capsule assigned to the test flight.
According to a NASA press release after the test, it “was designed to verify [that] each of Starliner’s systems will function not only separately, but in concert, to protect astronauts by carrying them safely away from the launch pad in the unlikely event of an emergency prior to liftoff.” Although the test wasn’t without flaws, the pad abort test successfully demonstrated the ability of the four launch abort engines and control thrusters to safely extricate astronauts from a failing rocket.
Those theoretical astronauts would have almost certainly survived the ordeal unharmed despite the failed deployment of one of Starliner’s three main parachutes, testing the spacecraft’s abort capabilities and redundancy quite a bit more thoroughly than Boeing intended. To put it bluntly, Boeing’s above tweet and PR claim that the failed deployment of 1/3 parachutes is “acceptable for the test parameters and crew safety” is an aggressive spin on a partial failure that NASA undoubtedly did not sign off on.
Boeing and SpaceX have both suffered failures while testing parachutes, leading NASA to require significantly more testing. However, in a November 7th press conference, Boeing revealed that Starliner’s parachute anomaly wasn’t the result of hardware failing unexpectedly under planned circumstances, but rather a consequence of a lack of quality assurance that failed to catch a major human error. Boeing says that a critical mechanical linkage (a pin) was improperly installed by a technician and then not verified prior to launch, causing one of Starliner’s three drogue chutes to simply detach from the spacecraft instead of deploying its respective main parachute.
Space is Parachutes are hard
Parachutes have been a major area of concern for the Commercial Crew Program. Both SpaceX and Boeing have now suffered failures during testing and have since been required to perform a range of additional tests to verify that upgraded and improved parachutes are ready to reliably return NASA astronauts to Earth. Although the Starliner pad abort test did indeed demonstrate the ability to land the capsule safely under two main chutes, an inadvertent test of redundancy, the series of Boeing actions that lead to the failure will almost certainly be scrutinized by NASA to avoid reoccurrences.
Boeing believes that the parachute failure won’t delay the launch of Starliner’s Orbital Flight Test (OFT), currently targeting a launch no earlier than (NET) December 17th. However, it can be said with some certainty that it will delay Starliner’s crewed launch debut (CFT), at least until Boeing can prove to NASA that it has corrected the fault(s) that allowed it to happen. SpaceX is similarly working to qualify upgraded Crew Dragon parachutes for astronaut launches, although the company has thus far only suffered anomalies related to the structural failure of parachute rigging/seams/fabric.
Abort tests galore
Boeing’s Starliner pad abort test occurred just days prior to a different major abort test milestone – this time for SpaceX. SpaceX Crew Dragon capsule C205 will perform a static fire test of its upgraded SuperDraco abort system, as well as its Draco maneuvering thrusters.
SpaceX has made alterations to the SuperDraco engines to prevent a failure mode that abruptly reared its head in April 2019, when a leaky valve and faulty design resulted in a catastrophic explosion milliseconds before a SuperDraco static fire test. Prior to its near-total destruction, Crew Dragon capsule C201 was assigned to SpaceX’s In-Flight Abort test, and its loss (and the subsequent failure investigation) delayed the test’s launch by at least six months. Crew Dragon’s design has since been fixed by replacing reusable check valves with single-use burst discs, nominally preventing propellant or oxidizer leaks.
If capsule C205’s static fire testing – scheduled no earlier than November 9th – goes as planned, SpaceX may be able to launch Crew Dragon’s in-flight abort (IFA) test before the end of 2019e. Likely to be a bit of a spectacle, Crew Dragon will launch atop a flight-proven Falcon 9 booster and a second stage with a mass simulator in place of its Merlin Vacuum engine, both of which will almost certainly be destroyed when Dragon departs the rocket during peak aerodynamic pressure.
NASA made in-flight abort tests an optional step for its Commercial Crew providers and Boeing decided to perform a pad abort only and rely on modeling and simulations to verify that Starliner’s in-flight abort safety. Assuming that NASA is happy with the results of Starliner’s pad abort and Boeing can alleviate concerns about the parachute anomaly suffered during the test, Starliner’s uncrewed orbital flight test (OFT) could launch as early as December 17th. Starliner’s crewed flight test (CFT) could occur some 3-6 months after that if all goes as planned during the OFT.
If SpaceX’s In-Flight Abort (IFA) also goes as planned and NASA is content with the results, Crew Dragon could be ready for its crewed launch debut (Demo-2) as early as February or March 2020.
Check out Teslarati’s newsletters for prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket launch and recovery processes.
News
Tesla Semi is already winning over truck drivers
The consensus among participants is clear: the Semi feels quieter, quicker, and far less physically demanding than diesel rigs while delivering three times the power and dramatically lower operating costs.
Tesla’s all-electric Semi is proving more than just a flashy concept as it is winning converts among the professionals who know trucks best.
As fleets roll out Pilot Programs for Tesla across North America, drivers are raving about the Class 8 electric truck’s unique features, including a centered driver’s seat, massive touchscreen visibility, instant torque, and absence of gear-shifting fatigue.
These features are transforming long days behind the wheel into noticeably easier, less stressful shifts.
Tesla Semi pricing revealed after company uncovers trim levels
In a recent Wall Street Journal profile of early pilots, Dakota Shearer of IMC Logistics described backing out of a tight spot he had mistakenly entered:
“I backed right out of there, no problem. It’s like I’d never done it in the first place. That right there showed me that the technology the Tesla has makes a big difference.”
His colleague Angel Rodriguez of Hight Logistics, who switched from a 13-speed diesel, agreed:
“It’s just easier on your body. It’s less stressful because you’re not really having to engage the clutch and the stick shift.”
Veteran drivers in other tests echo the same enthusiasm. Tom Sterba, a Senior Driver at Saia, spent days testing the Semi and came away impressed with the navigation and overall feel:
“The navigation systems in these trucks are just unbelievable. That’s what I love about it.”
Sterba summed up the experience with a line that has since gone viral among trucking circles:
“I hope I retire in this truck.”
Pilot programs with ArcBest, thyssenkrupp Supply Chain Services, and Mone Transport delivered similar feedback. Drivers consistently praised the center-seat layout for eliminating blind spots, the smooth acceleration, and the overall comfort and safety.
Real-world data backed the hype, as ArcBest logged thousands of miles at efficient consumption rates, even over the challenging routes, like Donner Pass, while other fleets beat Tesla’s own efficiency targets.
The consensus among participants is clear: the Semi feels quieter, quicker, and far less physically demanding than diesel rigs while delivering three times the power and dramatically lower operating costs.
The latest chapter in the Semi’s story arrived just days ago on Jay Leno’s Garage, as Leno became the first outsider to drive the updated long-range production model, joined by Tesla Chief Designer Franz von Holzhausen, and Semi Program Director Dan Priestley.
Tesla reveals various improvements to the Semi in new piece with Jay Leno
The episode revealed major upgrades heading to volume production this year: the truck sheds roughly 1,000 pounds, adopts a 48-volt architecture, switches to fully electric steering with Cybertruck-derived actuators, and uses 4680 battery cells engineered for an over-one-million-mile lifespan.
Aerodynamics improved, enabling a 500-mile range on the long-haul version, and about 325 miles on the shorter-wheelbase standard-range model. Megachargers can now deliver up to 1.2 megawatts, adding roughly 300 miles in about 30 minutes.
Leno hauled heavy loads and marveled at the turning radius and effortless power delivery. “I don’t feel like I’m pulling anything,” he said during the episode.
With hundreds of Semis already accumulating over 13.5 million fleet miles and high uptime, the future of heavy-duty trucking looks electric. Drivers are giving raving reviews, and they’re ready to climb aboard the electric trucking industry for good.
Investor's Corner
Tesla and SpaceX to merge in 2027, Wall Street analyst predicts
The move, Ives argues, is no longer a distant possibility but a logical next step, fueled by deepening operational ties, shared AI ambitions, and Elon Musk’s vision for dominating the next era of technology.
Tesla and SpaceX are two of Elon Musk’s most popular and notable companies, but a new note from one Wall Street analyst claims the two companies will become one sometime next year, as 2027 could see the dawn of a new horizon.
In a bold new research note, Wedbush analyst Dan Ives has reaffirmed his long-standing prediction: Tesla and SpaceX will merge in 2027.
The move, Ives argues, is no longer a distant possibility but a logical next step, fueled by deepening operational ties, shared AI ambitions, and Elon Musk’s vision for dominating the next era of technology.
He writes:
“Still Expect Tesla and SpaceX to Merge in 2027. We continue to believe that SpaceX and Tesla will eventually merge into one company in 2027 with the groundwork already in place for both operations to become one organization. Tesla already owns a stake in SpaceX after the company’s $2 billion investment in xAI got converted to SpaceX shares following SpaceX’s acquisition of xAI earlier this year initially tying both of Musk’s ventures closer together but still represents <1% of SpaceX’s expected valuation. The recent announcement of a joint Terafab facility between SpaceX and Tesla further ties both operations together making it more feasible to merge operations given the now existing overlap being built out across the two with this the first step.”
The groundwork is already being laid. Earlier this year, SpaceX acquired xAI, converting Tesla’s $2 billion investment in the AI startup into a small equity stake, less than 1 percent, in SpaceX.
Regulatory filings cleared the transaction in March 2026, formally linking the two Musk-led companies financially for the first time. Then came the announcement of a joint TERAFAB facility in Austin, Texas: two advanced chip factories, one dedicated to Tesla’s AI needs for vehicles and Optimus robots, the other targeting space-based data centers.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
Ives calls Terafab the “first step” toward full operational integration.
SpaceX’s impending IPO, expected as soon as mid-June 2026, will turbocharge these plans. The company aims to raise approximately $75 billion at a roughly $1.75 trillion valuation, far exceeding earlier estimates.
Proceeds will fund Starship rocket flights, a NASA-contracted lunar base, expanded Starlink services across maritime, aviation, and direct-to-mobile applications, and crucially, orbital AI infrastructure
A major driver is the exploding demand for AI compute. U.S. data centers are projected to consume 470 TWh of electricity by 2030, constrained by power grids and land.
🚨 Wedbush’s Dan Ives says that Tesla and SpaceX will merge in 2027. SpaceX will IPO soon, his new note says:
“According to media reports, SpaceX could file a prospectus for an IPO imminently with the goal of raising ~$75 billion above the prior expectation of ~$50 billion…
— TESLARATI (@Teslarati) March 27, 2026
SpaceX’s strategy, launching millions of solar-powered satellites to host data centers in orbit, bypasses Earth’s energy bottlenecks. Solar energy captured in space avoids atmospheric losses and day-night cycles, offering a scalable solution for AI training and inference.
The xAI acquisition ties directly into this vision, positioning the combined entity as a leader in extraterrestrial computing.
The merger would create a formidable conglomerate spanning electric vehicles, robotics, satellite communications, human spaceflight, and defense.
Ives highlights SpaceX’s role in the Trump administration’s “Golden Dome” missile defense shield, which would leverage Starlink satellites for tracking.
For Tesla, access to SpaceX’s launch cadence and orbital assets could accelerate autonomous driving, Robotaxi fleets, and Optimus deployment.
Musk, who has signaled his desire to own roughly 25 percent of Tesla to steer its AI future, views the combination as essential to overcoming fragmented regulatory scrutiny from the FTC and DOJ.
Challenges remain. Antitrust hurdles could delay or reshape the deal, and shareholder approvals on both sides would be required. Yet Ives remains bullish, maintaining an Outperform rating on Tesla with a $600 price target, implying substantial upside from current levels. The analyst sees the merger as the “holy grail” for consolidating Musk’s disruptive tech empire.
If realized, a 2027 Tesla-SpaceX union would not only reshape corporate boundaries but redefine humanity’s trajectory in AI and space exploration. It would mark the moment two pioneering companies become one unstoppable force, pushing the limits of what’s possible on Earth and beyond.
News
Tesla ‘Killer’ heads to the graveyard as AFEELA taps out
SHM has officially discontinued development of its highly anticipated AFEELA electric vehicles. On March 25, the joint venture between Sony and Honda announced it would halt the AFEELA 1 luxury sedan and a planned SUV model.
There have been many Tesla “Killers” over the years, all of which have either failed to dethrone the automaker from its dominance in the United States, or even make it to the market altogether.
The Sony Honda Mobility (SHM) project, known as AFEELA, is the latest to make it to the grave, as the company announced its intentions to abandon the project earlier this week, Bloomberg reported.
SHM has officially discontinued development of its highly anticipated AFEELA electric vehicles. On March 25, the joint venture between Sony and Honda announced it would halt the AFEELA 1 luxury sedan and a planned SUV model.
🚗 Tesla Killers Graveyard:
Sony-Honda AFEELA
The sleek, AI-packed luxury sedan with PlayStation integration. Officially cancelled in March 2026 after Honda scaled back its EV plans.Fisker Ocean
Stylish SUV with solar roof promises. Company filed for bankruptcy in 2024 amid… https://t.co/Om14UhISOy— TESLARATI (@Teslarati) March 26, 2026
The decision follows Honda’s March 12 reassessment of its electrification strategy, which scrapped several upcoming EV programs amid slowing demand, high costs, and shifting market conditions.
SHM stated that it could no longer rely on key Honda technologies and manufacturing assets, leaving “no viable path forward.” Reservation fees for early buyers in California are being fully refunded, and the joint venture’s future is now under review.
Launched with fanfare in 2022, the AFEELA was positioned as a tech-forward premium EV blending Honda’s engineering reliability with Sony’s entertainment and AI expertise.
Prototypes featured advanced autonomous driving systems, immersive in-cabin displays, and even PlayStation integration, earning it early media labels as a potential “Tesla Killer.”
Priced around $90,000, the sedan was slated for limited production at Honda’s Ohio plant with deliveries targeted for late 2026. Industry watchers saw it as a serious challenger to Tesla’s dominance in software, connectivity, and premium appeal.
Yet, like many ambitious EV projects, it fell victim to broader industry headwinds: softening consumer demand, persistent high interest rates, and intense competition from established players.
The AFEELA joins a long list of vehicles once hyped as “Tesla Killers” that failed to deliver. In the late 2010s, Fisker’s second act, the Ocean SUV, promised stylish design and solid-state battery tech but collapsed into bankruptcy in 2024 after production delays, quality issues, and financial shortfalls.
Faraday Future poured billions into the FF 91 luxury sedan, touting it as a hyper-tech rival with unmatched performance and features; the company delivered fewer than 100 vehicles before fading into obscurity.
Lordstown Motors’ Endurance electric pickup generated massive pre-order buzz and Wall Street excitement but imploded after exaggerated range claims, a factory sale, and eventual bankruptcy.
Even Lucid Motors’ Air sedan, frequently called a Tesla slayer for its superior range and luxury, has struggled with sluggish sales and missed growth targets despite strong reviews.
Rivian’s R1T and R1S trucks enjoyed similar early acclaim and a blockbuster IPO, yet production ramp-up challenges and profitability woes have prevented it from dethroning Tesla.
The AFEELA’s quiet demise underscores a harsh reality in the EV sector. While Tesla’s first-mover advantage in software, charging infrastructure, and brand loyalty remains formidable, legacy automakers and tech newcomers alike continue to underestimate the complexities of scaling affordable, desirable electric vehicles.
As market realities force tough choices, the graveyard of “Tesla Killers” grows longer, another reminder that innovation alone is rarely enough to topple an established leader.