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SpaceX’s Crew Dragon settles on Feb 9 launch debut as Falcon 9 nears static fire
Update: NASASpaceflight.com is reporting that ISS planning documents suggest that Crew Dragon’s first launch has slipped into the second half of February, perhaps February 16th.
In the midst of several confusing delays, schedule updates, and official statements, the orbital debut of SpaceX’s Crew Dragon spacecraft has made its way onto the Eastern range’s planning schedule for the first time, placing Falcon 9 B1051’s static fire and Crew Dragons launch no earlier than (NET) January 23rd and February 9th, respectively.
As the brand new spacecraft’s first attempted trip to orbit, the demonstration mission (Demo-1/DM-1) will be performed without crew aboard, allowing SpaceX and NASA an opportunity to fully verify performance and explore Crew Dragon’s capabilities without risking the lives of the astronauts that will step inside a nearly identical vehicle as early as June or July.
Obviously preliminary, but the Eastern Range is now showing the Static Fire for the DM-1 mission's Falcon 9 (B1051.1) as NET January 23, (and still showing NET February 9 as the launch date). As always, but especially this one, all very much subject to change. pic.twitter.com/EWOEpbpI9o
— NSF – NASASpaceflight.com (@NASASpaceflight) January 17, 2019
The US government has been shut down for more than four weeks as a consequence of the inability of elected representatives to pass and sign a funding bill, now the longest shutdown in the country’s history. As a result, more than 95% of NASA’s workforce has been furloughed, leaving around 800 people left working (without pay) across the agency in positions or groups deemed absolutely essential to avoid loss of life or property damage.
How NASA defines “essential” is unknown but it seemed improbable that the Commercial Crew Program – around six months away from actually launching astronauts and presently marked by NASA’s attempts to complete reams of approval and certification paperwork – would fall under that extremely narrow umbrella. Delays to Crew launches are unlikely to harm hardware or directly risk harm to astronauts, although a very tenuous case could be made that delays to the program now would snowball and cause the debut of operational crewed launches to slip so far into 2019 (or even 2020) that NASA could lose assured access to the International Space Station (ISS) for several months. Again, there is no obvious way that a slip like that would actually increase the risk to life or limb for astronauts and hardware/infrastructure.
Apparently, Demo-1 and 2 don't need FAA launch licenses (under auspices of NASA, like TESS launch. Post-certification missions will require FAA license, like CRS flights today
— Irene Klotz (@Free_Space) January 16, 2019
Despite the logical improbability that NASA’s Commercial Crew Program (CCP) would – at this point in time – remain operating at full capacity during an extended government shutdown, NASA provided a statement to The Atlantic earlier this week more or less implying that CCP was deemed essential and has continued to operate for the last several weeks. There is certainly some wiggle room in NASA spokesman Bob Jacobs’ comments, enough to make it ambiguous if they are primarily PR spin, frank honesty, or something in between.
A SpaceX spokesperson added [paraphrased by The Atlantic] that “if NASA made the call, the company would carry out the uncrewed [DM-1] launch”, a tactical nonanswer that redirects the impetus to NASA. It’s not clear if the people at NASA that would ‘make the call’ to launch are furloughed or not – they certainly would not be essential in the sense described by NASA’s own overview of the current shutdown’s impact. Originally targeting a launch sometime in mid to late January, an official NASA update posted on January 10th showed that Crew Dragon’s first launch had slipped into February (on the launch range for February 9th).
- DM-1 and Falcon 9 were greeted by an extraordinary – albeit mildly bittersweet – dawn during their first-ever trip out to Pad 39A. (SpaceX)
- The integrated DM-1 Crew Dragon ‘stack’ rolled out to Pad 39A for the first time in the first few days of 2019. (SpaceX)
- Falcon 9 B1051 and Crew Dragon vertical at Pad 39A. (SpaceX)
- Crew Dragon shows off its conformal (i.e. curved) solar array while connected to SpaceX’s sleek Crew Access Arm (CAA). (SpaceX)
- DM-2 astronauts Bob Behnken and Doug Hurley train for their first flight in Crew Dragon. (NASA)
“NASA and SpaceX are now targeting no earlier than February for the launch of Demo-1 to complete hardware testing and joint reviews.” – NASA, 01/10/2019
“Hardware testing” likely refers to the need for Falcon 9 to complete a static fire at Pad 39A, a test now scheduled for January 23rd. It’s ambiguous whether SpaceX can actually perform a static fire test – a complete launch rehearsal involving full propellant loads and the ignition of all nine Merlin 1D engines – at Kennedy Space Center, a NASA operated with federal funding that does not currently exist. Although the Air Force-helmed range is operating at a normal capacity, KSC must still perform a number of basic tasks ranging from infrastructure maintenance to roadblock setup to allow a static fire test – let alone a launch – to occur. I
f SpaceX completes its NET January 23rd static fire with no problems, then it would appear to be the case that some sort of SpaceX-side delay – perhaps augmented or slowed down by NASA operating at 5% capacity – caused the slip from mid-January to mid-February. Stay tuned to find out!
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
Elon Musk
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
NASA’s Artemis II launched four astronauts toward the Moon on the first crewed lunar mission since 1972.
NASA’s Space Launch System rocket launches carrying the Orion spacecraft with NASA astronauts Reid Wiseman, commander; Victor Glover, pilot; Christina Koch, mission specialist; and CSA (Canadian Space Agency) astronaut Jeremy Hansen, mission specialist on NASA’s Artemis II mission, Wednesday, April 1, 2026, from Operations and Support Building II at NASA’s Kennedy Space Center in Florida. NASA’s Artemis II mission will take Wiseman, Glover, Koch, and Hansen on a 10-day journey around the Moon and back aboard SLS rocket and Orion spacecraft launched at 6:35pm EDT from Launch Complex 39B. (NASA/Bill Ingalls)
NASA launched four astronauts toward the Moon on April 1, 2026, marking the first crewed lunar mission since Apollo 17 in December 1972. The Artemis II mission lifted off from Kennedy Space Center aboard the Space Launch System rocket at 6:35 p.m. EDT, sending commander Reid Wiseman, pilot Victor Glover, mission specialist Christina Koch, and Canadian astronaut Jeremy Hansen on a 10-day journey around the far side of the Moon and back.
The mission does not include a lunar landing. It is a test flight designed to validate the Orion spacecraft’s life support systems, navigation, and communications in deep space with a crew aboard for the first time. If the crew reaches the planned distance of 252,000 miles from Earth, they will set a new record for the farthest any human has ever traveled, surpassing even the Apollo 13 distance record.
As Teslarati reported, SpaceX holds a central role in what comes next. The Starship Human Landing System is under contract to carry astronauts to the lunar surface for Artemis IV, now targeting 2028, after NASA restructured its mission sequence due to delays in Starship’s orbital refueling demonstration. Before any Moon landing happens, SpaceX must prove it can transfer propellant between two Starships in orbit, something no rocket program has done at this scale.
The last time humans left Earth’s orbit was 53 years ago. Gene Cernan and Harrison Schmitt of Apollo 17 were the final people to walk on the Moon, a record that stands to this day. Elon Musk has long argued that returning is not optional. “It’s been now almost half a century since humans were last on the Moon,” Musk said. “That’s too long, we need to get back there and have a permanent base on the Moon.”
The Artemis program involves 60 countries signed onto the Artemis Accords, and this mission sets several firsts beyond distance. Glover becomes the first person of color to travel beyond low Earth orbit, Koch the first woman, and Hansen the first non-American astronaut to reach the Moon’s vicinity. According to NASA’s live mission updates, the spacecraft’s solar arrays deployed successfully after liftoff and the crew completed a proximity operations demonstration within the first hours of flight.
Artemis II is step one. The Moon landing and the permanent lunar base come later. But after more than five decades, humans are heading back.
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
