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NASA says “nothing has changed” as US astronaut prepares to ride Russian spacecraft
An official Russian video posted on Twitter has fueled rampant speculation that the country’s beleaguered space agency intends to abandon NASA astronaut Mark Vande Hei on the International Space Station.
On March 5th, a Russian state news outlet “RIA Novosti” shared a video on Twitter that depicted Mark Vande Hei being left on the Internation Space Station, rather than departing on board the Russian Soyuz spacecraft as planned. The video was just the latest example of growing tension between Russia and the rest of the world as sanctions for the illegal invasion of Ukraine and some of the country’s own responses to those sanctions have rapidly severed many of its ties to the international space industry. So far, Russia has terminated commercial Soyuz launch operations at the European Space Agency’s launch site in Kourou, French Guiana, effectively stolen several rockets already purchased by satellite internet company OneWeb, and cut-off sales and support for Russian rocket engines used in two US rockets.
As a result, the future of the International Space Station (ISS) has never felt less certain. In recent days, these concerns have grown exponentially as many news outlets began to report on purported concerns that Vande Hei would be abandoned on the ISS.
Dmitry Rogozin, the director-general of the Russian federal space agency Roscosmos, has also been posting a number of increasingly chaotic tweets claiming that Western sanctions will “destroy their International Space Station partnership” and making threats about potential catastrophes that could unfold on the ISS without Russian contributions.
Despite these claims, NASA has reassured the public that “operations have not changed at all”.
Vande Hei is scheduled to depart from the ISS later this month aboard a Russian Soyuz spacecraft with cosmonauts Anton Shkaplerov and Petr Dubrov, ultimately touching down in Kazakhstan. However, even if Russia were to decide to leave Van Hei aboard the space station, he would not be “stranded”. Three American astronauts – Raja Chari, Kayla Barron, and Thomas Marshburn remain aboard the ISS along with German ESA astronaut Matthias Maurer. Additionally, thanks entirely to SpaceX, NASA has its own domestic transportation to and from the ISS in the form of Crew Dragon. In theory, it’s possible that NASA’s current ISS crew could somehow modify Crew Dragon to return five – not four – astronauts to Earth, allowing Vande Hei to extract himself from a tense political conundrum.
However, that may not be possible in such a short time frame, as SpaceX would need to find a way to add a fifth seat to Dragon and figure out how to accommodate Vande Hei’s Russian spacesuit. That work could easily take weeks or months to safely complete, potentially forcing Mark to stay in space for at least another half a year to return to Earth with Crew-4 instead of Crew-3. Even then, Crew-4 is scheduled to launch just one month from now, so even that alternative may not be a viable.
Regardless, given the unprovoked, irrational, and increasingly brutal nature of Russia’s second invasion of Ukraine, Russia’s international spaceflight partnerships have never been more unstable. While unlikely, it’s possible that Rogozin or Putin himself could choose to end the ISS partnership altogether, though there is a great deal of ambiguity as to whether either ISS ‘segment’ could survive on its own. Thankfully, NASA has partial alternatives to some of the services the Russian ISS segment has provided. Northrup Grumman’s Cygnus spacecraft intends to perform the first Western ISS reboost maneuver later this year. Russia has been almost exclusively responsible for ISS reboosting and maneuvering over the two-decade life of the station.
Meanwhile, in spite of the circumstances, Vande Hei is still on track to break the American record for the longest continuous stay in space, beating out NASA astronaut Scott Kelly’s 340-day streak by about two weeks. NASA associate space operations administrator Kathy Lueders stated in a press conference that NASA “[is] getting ready for Mark to return, and all of the normal operations are in place for that for us to be able to do that”.
Once on the ground in Kazakhstan, Vande Hei will be met by a team of NASA personnel tasked with bringing the astronaut back to Houston, Texas. He will then start the recovery process after living in microgravity for almost a full year.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
