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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.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
