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SpaceX to nearly double fleet of reusable Dragon spacecraft by end of 2022
Comments from NASA and SpaceX officials during a briefing ahead of Crew Dragon’s third operational astronaut launch have offered a more detailed picture of the fleet of reusable Dragon spacecraft the company plans to build and cycle to support NASA missions.
As part of the briefing, SpaceX Director of Dragon Mission Management Sarah Walker revealed that NASA’s imminent Crew-3 mission will debut a new Crew Dragon capsule (likely C210), which will be carried into space on top of once-flown Falcon 9 booster B1067. B1067 debuted on June 3rd, 2021, sending SpaceX’s second upgraded Cargo Dragon spacecraft on its way to the International Space Station (ISS) before returning to Earth and sticking a landing on drone ship Of Course I Still Love You. While far from breaking SpaceX’s own turnaround records, B1067’s Crew-3 launch will be the second time NASA has flown astronauts on a flight-proven commercial rocket.
SpaceX flew NASA astronauts on a flight-proven booster (Falcon 9 B1062) for the first time in April 2021 as part of Crew-2 – Dragon’s second operational crew launch and first crew ‘rotation.’ Crew-2’s Crew Dragon was also flight-proven, having supported SpaceX’s inaugural Demo-2 astronaut launch in mid-2020 – perhaps an even more impressive feat.
Five months later, SpaceX launched the world’s first all-private group of astronauts as part of a primarily philanthropic mission known as Inspiration4. Once again, a flight-proven booster launched an orbit-proven Crew Dragon capsule carrying four astronauts, pushing human-rated reusability even further with the first use of a twice-flown Falcon 9 on a crewed mission.
Crew-3 will thus continue the brand new trend of launching professional NASA and international astronauts on flight-proven SpaceX rockets. Scheduled to lift off no earlier than 2:43 am EDT (06:43 UTC) on Saturday, October 30th, a successful launch will mean that SpaceX has launched more crewed Dragons on flight-proven Falcon 9s than on new boosters – and despite the fact that the company completed its first astronaut launch ever less than a year and a half ago.
While Crew-3 won’t be the third crewed launch of a flight-proven Dragon, it will still play the important role of debuting a new vehicle as SpaceX works to assemble a fleet of reusable, orbital spacecraft. The spacecraft – likely Dragon 2 Capsule #10 (C210) – will be the third Crew Dragon to join SpaceX’s fleet of two operational crew capsules, which currently includes C206 (Endeavor) and C207 (Resilience). SpaceX’s Walker further confirmed that Crew-4 – recently scheduled to launch NET April 2022 – will also debut a new Crew Dragon capsule, growing the company’s crew capsule fleet to four vehicles by mid-2022.
Each certified to fly at least five NASA missions apiece, those four spacecraft should be enough to sate at least a few years of SpaceX’s near-term Crew Dragon launch demand. If an extended certification beyond five flights is impossible or if the company continues to fly public and private astronauts on Dragon well into the mid to late 2020s, however, it’s possible that several more capsules will be needed. But in theory, if Boeing’s Starliner finally reaches operational readiness in 2023 and NASA continues to operate the ISS to 2030 and beyond, SpaceX will only be tasked with supporting one NASA Crew Dragon launch annually by 2023.
On the uncrewed side of things, Walker also revealed that SpaceX will debut at least one more new Cargo Dragon 2 spacecraft in 2022, raising the company’s uncrewed Dragon fleet to four capsules strong. As long as the ISS remains operational, SpaceX will likely continue to deliver cargo biannually, requiring around 12-18 more Cargo Dragon launches between now and 2030. It’s possible that Starship will quickly replace Dragon as soon as it’s operational and NASA-certified for routine crew and cargo missions, but that milestone is several years away at best, likely ensuring that Dragon will continue to operate for at least the next 5-10 years.
In the meantime, SpaceX’s fleet of reusable Dragon spacecraft looks set to almost double from four to seven capsules by Q4 2022.
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 –Â $0.41 Reported vs. $0.36 Expected
- Revenues –Â $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow –Â $1.444 billion
- Profit –Â $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
