News
NASA says SpaceX astronaut launch debut is still on track despite pandemic, engine failure
Despite a global pandemic and Falcon 9’s first in-flight engine failure in almost eight years, NASA administrator Jim Bridenstine remains confident that SpaceX and the space agency are still on track for Crew Dragon’s astronaut launch debut.
For the third time in about a month, NASA has officially confirmed that SpaceX’s Crew Dragon ‘Demo-2’ mission – the company’s first astronaut launch ever – is still tracking towards a liftoff in May 2020. While there are several good reasons to expect further delays, Bridenstine acknowledged and discounted those pressing risks in an April 9th interview with Spaceflight Now, explicitly stating that “if [Demo-2 does] slip, it’ll probably be into June. It won’t be much.”
Excluding several minor to moderate technical risks that have popped up in recent weeks, this suggests that the NASA administrator is also confident that one of the biggest sources of imminent schedule uncertainty – closed-door paperwork completion and joint reviews – will actually be smooth sailing.

On March 2nd, 2019, Falcon 9 lifted off for the first time with SpaceX’s upgraded Crew Dragon spacecraft on its inaugural orbital launch. Known as Demo-1, the mission was ultimately a flawless success, with Dragon performing exactly as expected throughout launch, orbit-raising, space station rendezvous, docking, departure, deorbit, reentry, and splashdown operations.
As Crew Dragon’s only orbital launch and space station docking, it also serves as the best and only glimpse into how long the more nebulous review and paperwork aspects of launch preparation can take. For Demo-1, Falcon 9 and Crew Dragon rolled out to Launch Pad 39A and completed a successful static fire on January 24th, 2019. The mission was then scheduled for launch no earlier than (NET) February 23rd and wound up being pushed back another week to March 2nd. In almost every case, Falcon 9 and Falcon Heavy launch less than a week after a successful preflight static fire and do not attempt a static fire until a given rocket and payload are both ready to go.


If there were technical challenges that lead to that six-week delay between Crew Dragon’s Demo-1 static fire and launch, they have never been broached publicly, making it more likely that NASA spent at least a month simply finishing up final paperwork and reviews. Hopefully, that substantial gap was mainly due to the fact that it was the first time NASA and SpaceX had to work together to launch Crew Dragon.
For Crew Dragon’s second Falcon 9 launch, successfully completed on January 19th, 2020, the rocket wrapped up its static fire test on January 11th — a major improvement compared to Demo-1. That suborbital In-Flight Abort (IFA) test isn’t directly comparable to Crew Dragon’s orbital launch debut, but it does encourage at least a little confidence that Demo-1’s six-week review period was an outlier.

Thankfully, Bridenstine says that all major Crew Dragon issues have been effectively closed out or are very close to closure as of April 2020. A SpaceX contractor was recently forced to prematurely drop a Crew Dragon parachute test vehicle on March 25th, destroying the mockup capsule before it could complete two final tests. The NASA administrator now says that all parties have agreed to complete those tests with a different mockup and will use a C-130 cargo plane instead of a helicopter.

Bridenstine is also confident that the coronavirus pandemic – hampering almost all forms of industry in every afflicted country – will also have little to no impact on Crew Dragon’s astronaut launch debut schedule. NASA and SpaceX have put in place strict new rules and changed a number of procedures to further mitigate risk, helped by the fact that astronaut launches to the International Space Station (ISS) already operate with cleanliness and disease prevention as a major priority.

Finally, the NASA administrator also stated that SpaceX’s March 18th in-flight engine failure was “not going to impact our commercial crew launch,” confirming that SpaceX already has “a really good understanding of” what went wrong. Most likely, this means that Falcon 9 B1048’s stumble was directly related to the fact that the booster was flying for the fifth time – a first for a SpaceX rocket and orbital-class rocket boosters in general. Crew Dragon Demo-2 will be Falcon 9 booster B1058’s first launch.
Ultimately, while there are certainly good reasons to remain skeptical of NASA’s increasingly frequent assurances that Crew Dragon’s astronaut launch debut remains on track for late-May or June 2020, there are at least as many good reasons to stay confident.
Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.
Investor's Corner
Tesla uber bull Ron Baron says ‘the time to buy the stock is now’
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.