

News
SpaceX and NASA reaffirm Crew Dragon’s January 2019 launch debut target
After what can only be described as an attempt to sandbag the official launch schedule, NASA administrator James Bridenstine remains alone in his public implication that the date for SpaceX’s first Crew Dragon test flight (DM-1) is so uncertain that “the first half of 2019” was the closest he would get to an estimate.
Such an uncertain estimate would normally be par for the course of NASA’s Commercial Crew Program (CCP), but the fact remains that SpaceX and NASA have recently filed for and received specific launch date allotments for Crew Dragon’s DM-1 launch, dates little more than 4-6 weeks away from today.
At the NAC HEO meeting, Bill Gerstenmaier says the SpaceX Demo-1 mission is planned “towards the end of January.”
— Jeff Foust (@jeff_foust) December 6, 2018
As such, the fact that NASA associate administrator Bill Gerstenmaier – a critical hands-on leader of NASA’s commercial and exploration programs – specifically stated that NASA and SpaceX are targeting DM-1’s launch in January is an unusually stark indication that the two senior NASA officials are not reading from the same script, so to speak. The reasons for the dramatic differences in official statements separated by just one week are hard to parse and would inevitably tread into waters of pure speculation and political machinations.
What is far more important is that Gerstenmaier – backed up by Phil McCalister, NASA Director of Commercial Spaceflight – reaffirmed that NASA is planning for the first orbital, uncrewed launch of SpaceX’s Crew Dragon as early as January 2019, albeit with a slight 10-day slip since the last specific launch date (January 7) was announced.
Speaking before and after Falcon 9’s recent launch of Cargo Dragon (CRS-16) on December 5th, SpaceX VP of Launch and Build Reliability Hans Koenigsmann added yet another voice to the chorus, stating that he and SpaceX were extremely confident that all the physical hardware and software aspects of Crew Dragon would be ready to launch no later than January 7th.
NASA’s Phil McAlister updates the status of SpaceX’s Demo-1 Crew Dragon spacecraft, and says the company aims to have all hardware ready by Dec. 20, then will stand down for the holidays before resuming launch preps in January. pic.twitter.com/XDubh95PEV
— Stephen Clark (@StephenClark1) December 6, 2018
Why so uncertain?
It’s impossible to fully delve into the complex political and bureaucratic intricacies of modern NASA, but the uncertainty within NASA and the deltas between NASA and SpaceX’s official statements can generally be explained by the simple fact that a number of critical final reviews have yet to be completed, reviews that will offer the final determination of when or if Falcon 9 and Crew Dragon are ready to launch.
Depending on the results of those readiness reviews, DM-1 could be given the go-ahead to launch in January or it could be delayed six months because NASA wants SpaceX to change a number of critical spacecraft systems, two extreme sides of what can be best described as a spectrum of possibilities.
In other words, SpaceX’s Koenigsmann and NASA’s Gerstenmaier and McCalister have since implied that they are confident that those final reviews will look favorably upon launch dates that approximate “ASAP”. Bridenstine, while technically the head of NASA, can thus be treated as a dissenting or outlier opinion in this case, presumably offering a worst-case-scenario of when SpaceX might be able to launch DM-1 if final reviews go very badly.
- SpaceX technicians move the integrated DM-1 Crew Dragon during a vacuum chamber test campaign. (SpaceX)
- A SpaceX employee works on the Crew Dragon assigned to DM-2, the first launch with astronauts aboard. (SpaceX)
- SpaceX installed its Crew Access Arm (CAA) in September 2018. (Tom Cross)
Bridenstine and Koenigsmann’s comments are worth looking at in a bit more depth, subtly but unequivocally pointing to the differences in opinion between NASA and SpaceX that clearly still float just beneath the public surface. Asked about Bridenstine’s suggestion that DM-1 could slip quite a bit, Koenigsmann offered a skeptical but levelheaded response:
“What I could see is a [slip of a] couple of days because of [Space Station] traffic. For example, CRS-16 (Cargo Dragon) is on station at the same time, lots of traffic, lots of crew time requirements, but our target is – at this point in time – mid-January, and we’re pushing as hard and [as diligently] as we can for this particular launch.”
In fact, it appears that NASA and SpaceX concluded, around the same point in time, that a new target of January 17th was preferable to account for the logistical scheduling concerns highlighted by Hans in the above quote, allowing 10 extra days for the International Space Station (ISS) crew to complete other spacecraft operations before Crew Dragon’s planned arrival.
Even more intriguingly, local reporter Ken Kremer followed up with a question specifical triggered by Bridenstine’s suggestion (according to USA Today) that “challenges” with Crew Dragon’s landing parachutes were a leading factor in the unlikelihood of a January launch. Hans responded in his usual deadpan style:
“No; we’re working through issues, obviously, I mean every launch has things that we work through to make sure they work fine. [Dragon 2’s parachutes] actually have more redundancy than those on Dragon 1 and they are also [structurally] reinforced on Demo-1, so pretty sure [they’re] gonna be successful.”
Now we wait.
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News
Tesla gets price target increase on Wall Street, but it’s a head-scratcher
Delaney’s price target on Tesla shares went up to $395 from $300. Currently, Tesla is trading between $420 and $430, making the new price target from Goldman Sachs a bit of a head-scratcher.

Tesla (NASDAQ: TSLA) received a price target increase from a Wall Street analyst today, who noted in his report that the company’s shares could rise or fall based on its execution in robotics and autonomy.
However, the price target boost still fell below Tesla’s current trading levels.
Mark Delaney of Goldman Sachs said in a note to investors today that Tesla has a significant opportunity to solidify itself as one of the stable and safe plays in the market if it can execute on its two key projects: humanoid robots and autonomy.
In the note, Delaney said:
“If Tesla can have [an] outsized share in areas such as humanoid robotics and autonomy, then there could be upside to our price target.”
Delaney’s price target on Tesla shares went up to $395 from $300. Currently, Tesla is trading between $420 and $430, making the new price target from Goldman Sachs a bit of a head-scratcher.
He went on to say that Tesla could also confront outside factors that would limit the stock’s ability to see growth, including competition and potentially its own lack of execution:
“…although if competition limits profits (as is happening with the ADAS market in China) or Tesla does not execute well, then there could be downside.”
The note is an interesting one because it seems to point out the blatantly obvious: if Tesla performs well, the stock will rise. If it doesn’t, the stock price will decline.
We discussed yesterday in an article that Tesla is one of the few stocks out there that does not seem to be influenced by financials or anything super concrete. Instead, it is more influenced by the narrative currently surrounding the company, rather than the technicals.
Tesla called ‘biggest meme stock we’ve ever seen’ by Yale associate dean
Tesla’s prowess in robotics and autonomy is strong. In robotics, it has a very good sentiment following its Optimus project, and it has shown steady improvement with subsequent versions of the robot with each release.
On the autonomy front, Tesla is expanding its Robotaxi platform in Austin every few weeks, and also has a sizeable geofence in the Bay Area. Its Full Self-Driving suite is among the most robust in the world and is incredibly useful and accurate.
The company can gain significant value if it continues to refine the platform and eventually rolls out a driverless or unsupervised version of the Full Self-Driving suite.
Elon Musk
Tesla addresses door handle complaints with simple engineering fix
“We’ll have a really good solution for that. I’m not worried about it.”

Tesla is going to adjust one heavily scrutinized part of its vehicles after recent government agencies have launched probes into an issue stemming from complaints from owners.
Over the past few days, we have reported on the issues with Tesla’s door handle systems from both the Chinese and American governments.
In China, it dealt with the Model S, while the United States’ National Highway Traffic Safety Administration (NHTSA) reported nine complaints from owners experiencing issues with 2021 Model Ys, as some said they had trouble entering their car after the 12V battery was low on power.
Bloomberg, in an interview with Tesla Chief Designer Franz von Holzhausen, asked whether the company planned to adjust the door handle design to alleviate any concerns that regulatory agencies might have.
Regarding the interior latch concerns in the United States:
- Von Holzhausen said that, while a mechanical door release resolves this problem, Tesla plans to “combine the two” to help reduce stress in what he called “panic situations.”
- He also added that “it’s in the cars now…The idea of combining the electronic and the manual one together in one button, I think, makes a lot of sense.” Franz said the muscle memory of reaching for the same button will be advantageous for children and anyone who is in an emergency.
Regarding the exterior door handle concerns in China:
- Von Holzhausen said Tesla is reviewing the details of the regulation and confirmed, “We’ll have a really good solution for that. I’m not worried about it.”
Franz von Holzhausen (from Tesla’s Robovan) on Tesla’s upcoming redesigned door handles: pic.twitter.com/lnaKve1SlJ
— Sawyer Merritt (@SawyerMerritt) September 17, 2025
The new Model Y already has emergency mechanical door release latches in the back, but combining them in future vehicles seems to be an ideal solution for other vehicles in Tesla’s lineup.
It will likely help Tesla avoid complaints from owners about not having an out in the event of a power outage or accident. It is a small engineering change that could be extremely valuable for future instances.
News
Elon Musk calls out viral claim of 10,000 Tesla Optimus deal: “Fake”
For now at least, Tesla seems determined to focus on the development of Optimus V3.

Elon Musk has provided some clarification to recent reports suggesting that PharmAGRI, a US pharmaceutical and agricultural infrastructure company, is looking to deploy 10,000 Optimus robots for its operations.
Musk posted his clarification on social media platform X.
Alleged Optimus purchase
Recently, reports emerged stating that PharmAGRI Capital Partners will be tapping into Tesla’s humanoid robots for its operations. The firm claimed that it had executed a Letter of Intent with Tesla to deploy up to 10,000 Optimus Gen 3+ humanoid robots across its SuperPharm and CEA facilities. This should allow the company to automate its labor and ensure diversion control.
A comment from Lynn Stockwell, Chairwoman & CEO, suggested that the company really was partnering with Tesla. “With Tesla robotics powering our facilities and DEA-licensed infrastructure in place, we can scale with precision, meet federal sourcing mandates, and deliver therapies that are compliant, secure, and American-made,” she said.
Elon Musk clariies
News of PharmAGRI’s Optimus claims quickly spread on social media, though some Tesla watchers argued that it seemed unlikely that the EV maker will commit two legions of Optimus robots to a rather unknown company this early. Some pointed out that Tesla typically commits to high-profile customers to test its early products, such as PepsiCo with the Tesla Semi.
Photos from PharmAGRI’s website depicting Tesla Optimus bots, as well as the rather basic look of the website itself, also brought more reservations to the company’s claims. Ultimately, Elon Musk weighed in on the matter, responding to a post about PharmAGRI’s Optimus-filled webpage. Musk was quick and direct, simply stating, “Fake.”
Elon Musk’s comments were quite unsurprising considering that Optimus is still very much in active development, and thus, it is quite unlikely that the company is already taking orders or even Letters of Intent from potential customers at this time. For now at least, Tesla seems determined to focus on the development of Optimus V3, which Musk has noted will be “sublime.”
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