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SpaceX’s Crew Dragon gets tentative NASA target for first astronaut launch
New information from both NASA and the US Government Accountability Office (GAO) confirm that SpaceX is currently targeting – at least very tentatively so – Crew Dragon’s first launch with astronauts aboard no earlier than November 15th, 2019.
SpaceX is currently in the midst of a complex, high-stakes anomaly investigation after its flight-proven DM-1 Crew Dragon capsule suffered a catastrophic failure on April 20th. That investigation is nowhere near full closure due to the fact that the interests of NASA and the Commercial Crew Program (CCP) are equally interwoven into the work involved. Given the potential consequences of a similar failure occurring with astronauts (public or private) aboard, NASA is unlikely to accept anything less than a no-stone-left-unturned analysis and failure resolution, including any necessary design changes to Crew Dragon, no matter how far-reaching.
As NASASpaceflight.com’s Chris Gerbhardt notes, the Crew Dragon-related dates included in the NASA Flight Planning Integration Panel (FPIP) document are extremely tentative. They’re really only there to serve as placeholders for longer-term International Space Station planning, already a necessarily uncertain endeavor. Nevertheless, NASA’s NET November 15th 2019 planning date for Crew Dragon DM-2 (the first crewed test flight) was likely okayed by SpaceX – if not provided outright by the company – before going into an official FPIP.
In other words, November 15th is probably a real target but should be treated as an absolutely-positively-no-earlier-than launch date for Crew Dragon’s first astronaut-laden mission to the ISS. Back in late March (after DM-1’s successfully completion but before the capsule’s ground failure), anonymous Russian space industry sources confirmed that NASA’s DM-2 planning date was July 25th, while also indicating that the space agency was already preparing for delays that could push DM-2 as late as November 2019.
Specifically, an anonymous Roscosmos source told Russian outlet TASS that “the [DM-2] launch of Crew Dragon is likely to be postponed to November”. Given that that delay was rumored – albeit quasi-officially – and reported on nearly a month before Crew Dragon capsule C201 catastrophically exploded during testing, it doesn’t exactly inspire confidence in a November 2019 DM-2 planning date officially released by NASA more three months later.
Crew Dragon stumbles, but optimism remains
As is often said, things were going perfectly up to the point that they weren’t. Despite 2-3 months of NASA paperwork and review-related delays, SpaceX’s first flightworthy Crew Dragon performed flawlessly during orbital rendezvous, docking, departure, and reentry to the extent that NASA and SpaceX officials were joking on-webcast about their partial disbelief. NASA’s lengthy post-mission review effectively concluded as much, although there is always room for improvement.
Due to those aforementioned DM-1 delays (roughly early January to early March), DM-2’s Crew Dragon assembly and integration was delayed in turn to preserve access in case DM-1 revealed flaws or necessary changes. Things didn’t quite go as planned, but the delayed integration has turned out to be beneficial, preserving access to most of Dragon 2’s critical subsystems without requiring major disassembly before any anomaly-related changes are implemented.
Per a late-May update from CCP manager Kathy Lueders, SpaceX has effectively shifted its Crew Dragon hardware assignments over one to account for the loss of the DM-1 capsule, C201. The vehicle previously assigned to DM-2 has been reassigned to a critical in-flight abort (IFA) test, previously meant to use flight-proven C201. Per charts provided during Lueders’ presentation, SpaceX’s replacement DM-2 capsule (likely the capsule previously assigned to the following mission, Crew-1) is in a sort of holding pattern to allow for modifications that may be required after the DM-1 failure investigation concludes.
Per a previous December 2018 update from Lueders, SpaceX’s original DM-2 spacecraft (now assigned to IFA) was expected to be fully assembled, shipped to Pad 39A, and ready for launch by June 2019. Accounting for DM-1’s delays, that spacecraft could likely be ready for the abort test as early as July or August, which meshes with post-anomaly indications that IFA is now scheduled no earlier than fall (September 2019)
All things considered, a pragmatic analysis suggests that Crew Dragon‘s DM-2 launch will most likely happen no earlier than Q1 2020, although miracles (and nightmares) are certainly possible. For the time being, all that really matters to SpaceX is wrapping up the C201 failure investigation as quickly and accurately as possible. Only after the company has publicly announced the results of that investigation should any IFA or DM-2 launch dates be taken with anything less than a full shaker of salt.
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Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
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.
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