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SpaceX set to launch reused Dragon on a new Falcon 9 as NASA requests delay
An electrical fault aboard the International Space Station (ISS) has forced NASA to delay SpaceX’s CRS-17 Cargo Dragon launch from May 1st to May 3rd, giving the station’s crew more time to fix the issues at hand.
A new Falcon 9 Block 5 booster is tasked with launching the spacecraft and completed a static fire test at SpaceX’s LC-40 pad on April 27th. The Cargo Dragon capsule, however, completed its first orbital resupply mission (CRS-12) in September 2017 and has since been refurbished for a second launch. After CRS-17, three launches remain on SpaceX’s CRS1 NASA contract between now and early 2020, after which Dragon 2 (i.e. Crew Dragon) is expected to take over. However, a recent failure during a Crew Dragon test have thrown those plans into question.
Cargo Dragon’s 17th mission
Known as C113, the CRS-12 capsule is the last Dragon 1 manufactured by SpaceX, leaving a fleet of five flight-proven spacecraft for SpaceX to complete the eight remaining ISS resupply missions under its Commercial Resupply Services 1 (CRS1) contract. CRS-17 is the latest installment in SpaceX’s ISS resupply saga and is manifested with ~2500 kg (5500 lb) of cargo.
Along for the ride are NASA’s Orbiting Carbon Observatory-3 (OCO-3) and the multi-experiment STP-H6 investigation, two large pieces of hardware that will be delivered to the ISS in Dragon’s unpressurized trunk. After being berthed to the ISS, astronauts will unpack dozens of packages stored inside Cargo Dragon’s cabin. Sometime later, the station’s Canadarm2 will be used to grab OCO-3 and STP-H6 and install each on the outside of the space station, where they will hopefully live long and scientifically fruitful lives.
SpaceX and NASA have assigned a new Falcon 9 Block 5 booster – likely B1056 – to launch CRS-17. To preserve the scene of Crew Dragon C201’s April 20th explosion, the booster will attempt to land around 20 miles (32 km) offshore aboard drone ship Of Course I Still Love You (OCISLY). Originally scheduled for April 25th, CRS-17 was delayed to the 26th, 30th, 1st, and now May 3rd, most of which were requested by NASA for ISS scheduling purposes.
The latest delay – from May 1st to no earlier than (NET) May 3rd – was triggered by an unexpected electrical fault aboard the ISS, cutting the redundancy of its Canadarm2 (SSRMS) control systems from two strings to one. In other words, Canadarm2 – used to ‘grapple’ and berth spacecraft like Cargo Dragon and Cygnus to the station – is now just one electrical fault away from being rendered inoperable. CRS-17 will stay grounded until two-string (i.e. single fault) redundancy is returned to Canadarm2 and additional impacted systems.
In the event that ISS astronauts and NASA ground control are able to repair the electrical systems in a timely fashion, CRS-17 is scheduled to launch at 3:11 am EDT (07:11 UTC) on May 3rd.
In the shadow of Crew Dragon
A recent catastrophic failure of Crew Dragon (i.e. Dragon 2) raises serious questions about SpaceX’s follow-up CRS2 contract, but the nominal plan involves retiring Dragon 1 after CRS-20 and flying all future cargo missions with flight-proven Crew Dragon spacecraft. In the likely event that Crew Dragon C201’s failure delays SpaceX’s CRS2 schedule by several months, there are contingency plans to continue flying refurbished Dragon 1 spacecraft.
However, each Dragon 1 was designed for a maximum of three orbital missions, meaning that SpaceX’s current capsule fleet can support no more than six additional resupply missions before they reach the end of their usable lifespans. SpaceX thus has two potential buffer missions – CRS-21 and CRS-22 – that could theoretically account for up to a year of Dragon 2 delays. Beyond that, additional Dragon 2 delays could create a gap where NASA would have to supply the ISS without SpaceX’s services.
In a best-case scenario, SpaceX and NASA will quickly uncover an unequivocal culprit of C201’s catastrophic explosion, fix the technical and organizational failures that allowed it to happen, and be back on their feet in no time. In reality, it’s likely that the failure will delay future Crew Dragon (and thus Dragon 2) launches by a minimum of 6-12 months. SpaceX will likely need to change up the launch order of its capsules, reassigning DM-2’s Crew Dragon to the in-flight abort (IFA) test and the US Crew Vehicle 1 (USCV-1) Crew Dragon to SpaceX’s first crewed demonstration mission (DM-2). After such a serious and potentially fatal failure, it’s even possible that NASA will require an additional uncrewed orbital launch before permitting SpaceX to fly astronauts on Crew Dragon.
Given that SpaceX’s nominal CRS2 plan involved lightly modifying and reusing Dragon 2s after crewed missions, the future (and schedule) of the company’s Cargo and Crew contracts are intimately intertwined. With any luck, SpaceX and NASA will be able to solve the technical, organizational, and logistical problems now facing them and ensure a stable future for Dragon 2. In the meantime, Cargo Dragon’s CRS-17 mission offers SpaceX a chance to partially verify that Cargo Dragon C201’s issues are are relegated to Dragon 2 and Dragon 2 alone.
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Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
