News
NASA is training SpaceX's first Crew Dragon astronauts for a much longer mission in space
NASA has revealed that the astronauts assigned to SpaceX’s Crew Dragon astronaut launch debut are training for a space station mission many times longer than initially planned.
Scheduled to deliver two NASA astronauts to and from the International Space Station (ISS) no earlier than (NET) late-April or May 2020, Crew Dragon’s Demo-2 mission will be the first crewed launch in SpaceX’s 18-year history. As previously noted on Teslarati (and by NASA itself, briefly), Demo-2 will also mark the first time in history that a privately-built spacecraft attempts to launch humans into orbit.
Still, NASA has funded the development of Crew Dragon (and competitor Boeing’s Starliner) not to achieve firsts but to restore the United States’ ability to launch its own astronauts to the ISS. Along those lines, both Crew Dragon (Demo-2) and Starliner’s (CFT) astronaut test flights were nominally designed to last about a week or two before returning NASA’s astronauts to Earth – a full end-to-end test for both extraordinarily complex vehicles. Two weeks, however, is simply not long enough for those astronauts to practically serve as full members of space station crew, something the ISS generally requires. In response, NASA has been seriously considering extending Boeing’s crewed test flight and has just recently suggested that SpaceX’s own Demo-2 test flight will be similarly upgraded.
About a month ago, SpaceX and NASA talked openly about the possibility of a longer-duration Crew Dragon astronaut launch debut for the first time, potentially extending the amount of time those astronauts are able to spend at the space station from about one week up to 1.5-3 months. This would allow Crew Dragon’s Demo-2 NASA astronauts – Bob Behnken and Doug Hurley – to serve as full members of the ISS crew, expanding the US presence from one to three astronauts.
Ars Technica’s Eric Berger offered some additional details about what exactly NASA might task Behnken and Hurley with on an extended flight earlier this month. Most importantly, the space agency wants the former astronaut – a Space Shuttle and extra-vehicular activity (EVA) veteran – to be (re)trained for spacewalks, allowing him to support an ever-growing to-do list of critical space station repairs and upgrades.
In effect, extending Crew Dragon’s astronaut flight test will make it almost identical to an “operational” flight where Crew Dragon ferries astronauts to the space station, docks for about six months, and finally returns the same astronauts to Earth at the end of its mission. More importantly, though, NASA’s decision to extend Commercial Crew Program (CCP) test flights – kickstarted with Boeing’s beleaguered Starliner spacecraft – is motivated by a desire to prevent the United States’ presence on the space station from dwindling or even regressing to zero in the near future.
Triggered by years of SpaceX and Boeing delays, NASA will now likely have to purchase more seats on Russian Soyuz launches if it wishes to maintain an full, uninterrupted presence on ISS for the next 12-24 months. After suffering numerous deeply concerning software failures on its first and only orbital launch, Boeing’s Starliner is unlikely to be ready to launch crew anytime soon. At the same time, although SpaceX is closer to its astronaut launch debut than ever before, it’s highly unlikely that Crew Dragon can singlehandedly support a full ISS complement of three NASA astronauts while Starliner works out its issues.
As such, NASA is looking everywhere it can to squeeze a bit more on-orbit time out of existing astronaut missions scheduled in the next year or so, and both Starliner and Crew Dragon’s test flights – barring showstoppers – are excellent opportunities. With NASA Johnson Space Center’s confirmation that both Behnken and Hurley are already deep into the extra training needed for an extended flight, chances are good that both astronauts will be ready for a one- or several-month mission by the time that NASA and SpaceX are ready and willing to launch.
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Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
