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SpaceX operational astronaut launch debut back on track after “nail polish” delay
In a new NASA briefing, SpaceX vice president of build and flight reliability Hans Koenigsmann was able to explain in far more detail why a recent last-second Falcon 9 launch abort happened and how it wound up delaying the company’s first operational astronaut launch.
Now scheduled to lift off no earlier than (NET) 7:49 pm EST (00:49 UTC) on Saturday, November 14th, SpaceX’s Crew Dragon Crew-1 mission was originally expected to launch in late September, October 23rd, and October 31st. On October 2nd, however, a new Falcon 9 booster – sibling to Crew-1’s own new booster – automatically aborted its GPS III SV04 satellite launch attempt just two seconds before liftoff. The rare last-second abort was quickly blamed on “unexpected pressure rise in the turbomachinery gas generator” by CEO Elon Musk.
Likely built side-by-side with faulty GPS III SV04 Falcon 9 booster B1062 at SpaceX’s Hawthorne, California factory, Crew-1 Falcon 9 booster B1061 was almost immediately inspected to search for any commonality once the cause of the abort was better understood.
Just one week before the latest briefing, NASA human spaceflight program administrator and former Commercial Crew Program manager Kathy Lueders revealed in a statement on Twitter that SpaceX was still analyzing the cause of the abort but had already determined that at least one Crew-1 booster engine would need to be replaced, as well as one engine on Falcon 9 booster B1063.
Now, during NASA’s October 28th Crew-1 briefing, SpaceX’s Koenigsmann revealed that the company had ultimately decided to replace not one but two of Crew-1 booster B1061’s nine Merlin 1D engines. Thanks to Falcon 9’s namesake nine-engine booster design and SpaceX’s prolific rocket factory, that process was completed extraordinarily quickly, simply requiring the redirection of already qualified Merlin 1D engines from a fairly large pool. Based on Koenigsmann’s phrasing, SpaceX has already installed both replacement engines on the Crew-1 booster.
What, though, caused GPS III SV04’s launch abort and how did that affect Crew-1?
Rocket engine vs. “nail polish”
According to Koenigsmann, in the course of the rapid and complex mechanical and electrical ballet preceding Falcon 9 first stage ignition, the rocket’s autonomous flight computer observed that two of the GPS III SV04 booster’s nine Merlin 1D engines appeared to be running ahead of schedule, so to speak. The computer immediately halted the ignition process to avoid what could have otherwise been a “hard” (i.e. stressful or damaging) start. SpaceX quickly began inspecting the rocket within 24 hours but was unable to detect anything physically or electrically wrong with Falcon 9’s Merlin 1D engines and engine section.
Out of an abundance of caution, SpaceX removed both misbehaving engines and shipped them to its McGregor, Texas development and test facilities where – somewhat miraculously – the same premature startup behavior was replicated on the test stand. After a great deal of increasingly granular inspections, SpaceX finally narrowed the likely cause down to a tiny plumbing line feeding one of the engine’s gas generator relief valves. In a seemingly random subset of relatively new Merlin 1D engines, SpaceX eventually discovered that a supplier-provided relief valve line was sometimes clogged by a protective lacquer Koenigsmann likened to “red nail polish.”
Used to selectively exclude parts of the engine tubing during a surface finishing process known as anodization, the lacquer was either unsuccessfully removed on a random selection of engine parts or was accidentally channeled into a blockage by over-enthusiastic cleaning. Ultimately, for whatever, reason that miniscule blockage was enough to cause affected Merlin 1D engines to consistently attempt to ignite a tiny fraction of a second early.
Crucially, when SpaceX discovered the possible cause and cleaned out the blocked plumbing, each previously affected Merlin 1D engine performed perfectly, all but directly confirming both the cause and the cure for Falcon 9’s October 2nd abort.
Astronauts enter quarantine
In anticipation of SpaceX seemingly simple solution to the gas generator problem, NASA Commercial Crew Program manager Steve Stich revealed that SpaceX’s Crew-1 mission astronauts – Shannon Walker, Victor Glover, and Mike Hopkins, and JAXA (Japanese) astronaut Soichi Noguchi – had begun routine prelaunch quarantine procedures in anticipation of a November 14th launch.
Stich also offered a more specific Crew-1 schedule, beginning with an integrated Falcon 9 and Crew Dragon static fire test NET November 9th and a full dry dress rehearsal on November 11th before the first launch attempt on November 14th. Notably, thanks to coincidental orbital dynamics, a successful launch on November 14th would enable Crew Dragon to raise its orbit and rendezvous with the International Space Station a brisk eight and a half hours after liftoff – three times quicker than the more common 27.5-hour transit.
Stay tuned for updates as the mission’s launch date approaches.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
