News
NASA confirms SpaceX will become the first private company to send astronauts to the space station
NASA has unambiguously confirmed that SpaceX – with its Crew Dragon spacecraft – will soon become the first private company in history to launch astronauts to the International Space Station (ISS), both an unexpected twist from the usually tight-lipped space agency and a major upset for Boeing.
Shortly after revealing that the first astronaut-rated Crew Dragon capsule had been completed and shipped eastward, SpaceX and NASA confirmed that the historic spacecraft arrived at SpaceX’s Florida processing facilities on Thursday, February 13th. With that milestone out of the way, it’s now believed that all the hardware needed for SpaceX’s ‘Demo-2’ astronaut launch debut – Falcon 9 booster B1058, a Falcon 9 upper stage, Crew Dragon capsule C206, and a Crew Dragon trunk – is finished, acceptance-tested, and preparing for flight in Cape Canaveral, Florida.
Extremely out of character for NASA given that Crew Dragon Demo-2 is expected to launch no earlier than two or three months from now, the space agency’s public statement that SpaceX will launch astronauts first simultaneously implies bad news for Boeing and its Starliner spacecraft. Contracted under the Commercial Crew Program in 2014, Boeing – awarded $5.1B – and SpaceX – awarded $3.1B – have been working to build two separate crew launch vehicles (Starliner and Crew Dragon) with the intention of ferrying NASA astronauts to and from the International Space Station (ISS). While both providers have had their own challenges, Boeing has been beset by numerous software failures born out during Starliner’s December 2019 orbital launch debut.
The Commercial Crew account has since deleted its tweet and NASA’s accompanying blog post – linked in said tweet – was tweaked to reflect a slightly different interpretation, but the original text unequivocally stated that “the SpaceX Crew Dragon spacecraft [assigned to] the first crew launch from American soil since 2011 has arrived at the launch site.” Given that both the tweet and blog post contained that exact same phrase, the fact that NASA retroactively censored and corrected itself strongly suggests that SpaceX will, in fact, become the first private company in history to launch astronauts into orbit.
NASA has a fairly notorious and years-long history of going well out of its way to avoid saying or implying anything that could be perceived as even slightly critical of Boeing. A prime contractor dating back to the first stage of the Saturn V rocket, Boeing has effectively secured billions of dollars of NASA’s annual budget and possesses deep political sway thanks in large part to the revolving doors between industry and government and the hundreds of millions of dollars it has spent on lobbying over the last two decades.
More recently, Boeing’s Starliner spacecraft suffered several major software-related failures during its December 2019 Orbital Flight Test, narrowly avoiding a second “catastrophic” failure mode solely because a separate software failure 48 hours prior forced the company to reexamine its code. In simple terms, both software failures probably should and could have been caught and fixed before launch if even a semblance of routine digital simulations and integrated vehicle testing had been performed by Boeing.
Unsurprisingly, NASA – at least after the fact – is now extremely concerned by the lack of such a basic and commonsense level of quality control in Boeing’s Starliner software pipeline. Even NASA, arguably, could and should have been attentive enough to catch some of Boeing’s shortcomings before Starliner’s launch debut. Adding to the embarrassment, NASA performed a “pretty invasive” $5M review of SpaceX’s safety practices and general engineering culture last year, triggered (not a joke) after CEO Elon Musk was seen very briefly smoking on a recorded interview. As part of regulations for the Commercial Crew Program, NASA was obligated to perform a similar review of Boeing’s safety culture, but the contractor demanded that NASA pay five times more – $25M – for the same thing.
NASA unsurprisingly balked at Boeing’s demands and wound up performing a more or less symbolic “paper” review that typically involves ‘auditing’ paperwork supplied by the company itself. Despite the fact that Boeing would soon find itself mired in two fatal 737 Max crashes, killing 346 people as a result of shoddy software, an unreliable design, and bad internal communication, NASA still never pursued a similar safety review with Boeing. Now, only after a nearly-catastrophic in-space failure, NASA has finally decided that that safety review is necessary, while both NASA and Boeing will also have to extensively review all Starliner software and fix the flawed practices used to create and qualify it.
Perhaps most importantly, NASA and Boeing need to determine whether Starliner’s software failures were a one-off fluke or something symptomatic of deeper problems. Due to that uncertainty and the massive amount of work that will be required to answer those questions, it’s almost certain that Boeing will have to perform a second uncrewed Starliner test flight for NASA to verify that its problems have been rectified. A second OFT would almost certainly delay Boeing’s astronaut launch debut by 6-12 months. SpaceX’s astronaut launch debut, for example, was delayed at least 9 months after a Crew Dragon capsule exploded during thruster testing after a flawless orbital launch and recovery.
As a result, even though SpaceX’s Crew Dragon ‘Demo-2’ astronaut launch debut is likely more than two months away, even some part of NASA – famous for incredibly neutral and conservative public statements – appears to be all but certain that SpaceX will launch astronauts first. As of February 13th, 2020, all Demo-2 Falcon 9 and Dragon hardware is likely finished and awaiting integration in Florida. If things go as planned over the next several weeks, Falcon 9 and Crew Dragon could launch astronauts Bob Behnken and Doug Hurley as early as late-April or May 2020.
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Elon Musk tends to use social media platform X as his personal platform to express himself, so much so that critics tend to allege that the CEO is no longer serious about his numerous companies.
As per Musk, he is still very much in wartime CEO mode, despite all the jokes and fun posts about Ani on X.
Elon Musk leads several prolific companies, much more than the average CEO. And while Tesla is the only publicly traded entity that he currently leads, Musk is so visible that everyone across the internet pretty much has a strong opinion of him one way or another. For his longtime supporters and followers, however, what truly matters is if Musk is locked in.
Considering that Elon Musk’s feed on X has recently been filled with AI imagery, a good portion of which involve AI-rendered women, some X users have expressed concerns that the CEO may be losing focus once more. Musk responded to one such user by highlighting his very busy schedule and his numerous active projects.
Needless to say, Elon Musk is still locked in. He is still in “wartime CEO” mode.
As per the CEO, even his recent AI posts about AI are “part of a broader vision and strategy.” He also highlighted that SpaceX’s Starship Flight 10 is launching in a few days, xAI’s Grok 5 is starting its training next month, and Tesla’s Autopilot V14 is also coming next month. As per Musk, “long-term strategy is compelling.”
Elon Musk’s comments are quite accurate. While he may seem to spend all his time on X, after all, he is very much still neck-deep in all his companies’ projects. There is a reason why Musk became known as a visionary, and a lot of it is because he really is intimately involved in all of his companies’ projects.
News
Tesla watchers spot mysterious castings at Fremont Factory
The castings seem to be quite new, as they do not seem to match any of the castings that are currently being used for the Model Y.
A recent flyover of the Fremont Factory has triggered speculations about Tesla’s ongoing initiatives that are yet to be unveiled publicly. This was hinted at by the sighting of some apparent vehicle castings around the factory that have never really been observed before.
A Fremont Factory flyover
In a recent update, drone operator Met God in Wilderness, who has been chronicling the progress and developments of the Fremont Factory for years, shared some footage from his August 14, 2025 flyover. Based on the video, the Fremont Factory seemed very much alive. Vehicles were being pumped out of the factory, and a rather interestingly covered car could be seen going around the test track.
What is quite fascinating about the footage from the Fremont Factory is the fact that the vehicles that were moving from the production line to the outbound logistics lot are not driven manually anymore. As per Tesla in previous updates, vehicles produced at the Fremont Factory navigate to the outbound logistics lot on their own using Unsupervised FSD.
Mysterious castings
Perhaps most interestingly, the drone operator also managed to capture some footage of some castings that were being gathered just outside one of the facility’s sprung structures. These castings seem to be quite new, as they do not seem to match any of the castings that are currently being used for the Model Y. This has brought speculations suggesting that the new components, which seem smaller than standard Model Y megacasts, may be for a different, perhaps more compact, vehicle.
As per Tesla in its second quarter earnings call, the company actually started the initial production of more affordable models sometime in June. These vehicles, as per Elon Musk, will be made available for consumers in the fourth quarter. “Given that we started in North America and that our goal is to maximize production with higher rates by the end of Q3, we’re going to keep pushing hard on our current models to avoid complexity… We’ll be running with the more affordable models available for everyone in Q4,” Musk said.
Watch the recent drone footage of the Fremont Factory in the video below.
Investor's Corner
Shareholder group urges Nasdaq probe into Elon Musk’s Tesla 2025 CEO Interim Award
The SOC Investment Group represents pension funds tied to more than two million union members, many of whom hold shares in TSLA.
An investment group is urging Nasdaq to investigate Tesla (NASDAQ:TSLA) over its recent $29 billion equity award for CEO Elon Musk.
The SOC Investment Group, which represents pension funds tied to more than two million union members—many of whom hold shares in TSLA—sent a letter to the exchange citing “serious concerns” that the package sidestepped shareholder approval and violated compensation rules.
Concerns over Tesla’s 2025 CEO Interim Award
In its August 19 letter to Nasdaq enforcement chief Erik Wittman, SOC alleged that Tesla’s board improperly granted Musk a “2025 CEO Interim Award” under the company’s 2019 Equity Incentive Plan. That plan, the group noted, explicitly excluded Musk when it was approved by shareholders. SOC argued that the new equity grant effectively expanded the plan to cover Musk, a material change that should have required a shareholder vote under Nasdaq rules.
The $29 billion package was designed to replace Musk’s overturned $56 billion award from 2018, which the Delaware Chancery Court struck down, prompting Tesla to file an appeal to the Delaware Supreme Court. The interim award contains restrictions: Musk must remain in a leadership role until August 2027, and vested shares cannot be sold until 2030, as per a Yahoo Finance report.
Even so, critics such as SOC have argued that the plan does not have of performance targets, calling it a “fog-the-mirror” award. This means that “If you’re around and have enough breath left in you to fog the mirror, you get them,” stated Brian Dunn, the director of the Institute for Comprehension Studies at Cornell University.
SOC’s Tesla concerns beyond Elon Musk
SOC’s concerns extend beyond the mechanics of Musk’s pay. The group has long questioned the independence of Tesla’s board, opposing the reelection of directors such as Kimbal Musk and James Murdoch. It has also urged regulators to review Tesla’s governance practices, including past proposals to shrink the board.
SOC has also joined initiatives calling for Tesla to adopt comprehensive labor rights policies, including noninterference with worker organizing and compliance with global labor standards. The investment group has also been involved in webinars and resolutions highlighting the risks related to Tesla’s approach to unions, as well as labor issues across several countries.
Tesla has not yet publicly responded to SOC’s latest letter, nor to requests for comment.
The SOC’s letter can be viewed below.
Elon Musk confirms he’s still in wartime CEO mode
Tesla watchers spot mysterious castings at Fremont Factory
Shareholder group urges Nasdaq probe into Elon Musk’s Tesla 2025 CEO Interim Award
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