News
NASA picks diverse astronaut roster for SpaceX Crew Dragon 2021 mission
With Demo-2, the final certification test flight of SpaceX’s Crew Dragon capsule nearing completion, NASA is looking ahead to future operational crewed missions. NASA previously announced that following NASA astronauts Bob Behnken and Doug Hurley’s successful return from the International Space Station (ISS) in early August, three NASA astronauts and one Japanese astronaut of the Japan Aerospace Exploration Agency (JAXA) would soon be following on their own flight to the Space Station, SpaceX’s first operational crewed flight known as “Crew-1.” This mission is tentatively scheduled to occur no earlier than Fall of 2020.
Just days ahead of Demo-2’s anticipated conclusion, NASA, along with its international partners, has announced the roster and date of SpaceX’s third operational crewed mission referred to as “Crew-2.” Like Crew-1, the Crew-2 mission will feature a diverse international roster of four astronauts. Onboard will be veteran flyers, NASA astronauts Megan McArthur and Shane Kimbrough, along with JAXA astronaut Akihiko Hoshide, and European Space Agency (ESA) astronaut Thomas Pesquet. Should everything go as planned with Crew-1, Crew Dragon’s third operational crewed flight, Crew-2, is scheduled for liftoff no earlier than the Spring of 2021.

NASA keeps it in the family
One Crew-2 participant stands out from the rest, NASA astronaut Megan McArthur. She is a veteran NASA flyer having previously flown aboard the STS-125 space shuttle Atlantis mission in May of 2009. Although Crew-2 will be her second time to orbit, it will be her first visit to the ISS. During her first mission, she spent her time in orbit serving as a Mission Specialist servicing NASA’s Hubble Space Telescope. In 2019 she was appointed as NASA’s Deputy Chief of the Astronaut Office ISS Operations Branch, a role in which she provides support to astronauts in training and aboard the ISS.
Not only is McArthur an experienced space flyer and well-versed in mission support, but she is also married to NASA astronaut Bob Behnken. While Behnken served as Joint Operations Commander for Crew Dragon’s Demo-2 mission, McArthur was back at SpaceX headquarters in Hawthorne, CA training for her own Crew Dragon mission to the ISS.
https://twitter.com/Astro_Megan/status/1288203342250901504
McArthur was joined by her NASA and international partners Crew-2 crewmates to train at the SpaceX facility utilizing the Crew Dragon simulator. According to an interview with ESA astronaut Thomas Pesquet, the entire crew has been at various training facilities located in Texas and California presumably for weeks familiarizing themselves with Crew Dragon and ISS specific training, just as Behnken and Hurley did prior to their Demo-2 departure.
Looks like I'll be the first European to ever ride a Dragon into space! Training has already started at SpaceX's futuristic facilities. Stay tuned for more updates… and wait, how do you install the "launch" app on these giant tablet-screens? 😅😉🙃 pic.twitter.com/wD7zOf7EAl
— Thomas Pesquet (@Thom_astro) July 28, 2020
Commercial and international crew will bring the ISS to full capacity
NASA astronaut Shane Kimbrough will fly for his third trip to orbit after having previously flown aboard space shuttle Endeavour for STS-126 and aboard a Russian Soyuz spacecraft for Expedition 49/50 in 2016. Japanese astronaut Akihiko Hoshide will be the second JAXA astronaut to fly aboard SpaceX’s Crew Dragon following Soichi Noguchi on Crew-1. ESA astronaut Thomas Pesquet will be the first European to fly aboard the Crew Dragon. It will be his second mission to orbit following a six-month-long stay aboard the ISS in 2016.
The 2021 Crew-2 mission will increase the number of ISS occupants from six to a full complement of seven. Crew-2’s four Dragon Riders will be joined by a three-member crew set to launch aboard a Russian Soyuz spacecraft. The increase of long-duration crew members will allow NASA to “effectively double the amount of science that can be conducted in space,” as stated in an official NASA Commercial Crew blog post. The Crew-2 astronauts are expected to stay aboard the orbiting outpost for six months.
Investor's Corner
Tesla has one big financial question to answer for investors: Morgan Stanley
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
Investor's Corner
SpaceX AI investment gamble will make it a big winner, firm says
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
News
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
