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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.
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Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
Canaccord Genuity analyst George Gianarikas raised his Tesla (NASDAQ:TSLA) price target from $482 to $551. He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
The analyst’s updated note
Gianarikas lowered his 4Q25 delivery estimates but pointed to several positive factors in the Tesla story. He noted that EV adoption in emerging markets is gaining pace, and progress in FSD and the Robotaxi rollout in 2026 represent major upside drivers. Further progress in the Optimus program next year could also add more momentum for the electric vehicle maker.
“Overall, yes, 4Q25 delivery expectations are being revised lower. However, the reset in the US EV market is laying the groundwork for a more durable and attractive long-term demand environment.
“At the same time, EV penetration in emerging markets is accelerating, reinforcing Tesla’s potential multi‑year growth runway beyond the US. Global progress in FSD and the anticipated rollout of a larger robotaxi fleet in 2026 are increasingly important components of the Tesla equity story and could provide sentiment tailwinds,” the analyst wrote.
Tesla’s busy 2026
The upcoming year would be a busy one for Tesla, considering the company’s plans and targets. The autonomous two-seat Cybercab has been confirmed to start production sometime in Q2 2026, as per Elon Musk during the 2025 Annual Shareholder Meeting.
Apart from this, Tesla is also expected to unveil the next-generation Roadster on April 1, 2026. Tesla is also expected to start high-volume production of the Tesla Semi in Nevada next year.
Apart from vehicle launches, Tesla has expressed its intentions to significantly ramp the rollout of FSD to several regions worldwide, such as Europe. Plans are also underway to launch more Robotaxi networks in several more key areas across the United States.
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Waymo sues Santa Monica over order to halt overnight charging sessions
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Waymo has filed a lawsuit against the City of Santa Monica in Los Angeles County Superior Court, seeking to block an order that requires the company to cease overnight charging at two facilities.
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Nuisance claims
As noted in a report from the Los Angeles Times, Waymo’s two charging sites at Euclid Street and Broadway have operated for about a year, supporting the company’s growing fleet with round-the-clock activity. Unfortunately, this has also resulted in residents in the area reportedly being unable to sleep due to incessant beeping from self-driving taxis that are moving in and out of the charging stations around the clock.
Frustrated residents have protested against the Waymos by blocking the vehicles’ paths, placing cones, and “stacking” cars to create backups. This has also resulted in multiple calls to the police.
Last month, the city issued an order to Waymo and its charging partner, Voltera, to cease overnight operations at the charging locations, stating that the self-driving vehicles’ activities at night were a public nuisance. A December 15 meeting yielded no agreement on mitigations like software rerouting. Waymo proposed changes, but the city reportedly insisted that nothing would satisfy the irate residents.
“We are disappointed that the City has chosen an adversarial path over a collaborative one. The City’s position has been to insist that no actions taken or proposed by Waymo would satisfy the complaining neighbors and therefore must be deemed insufficient,” a Waymo spokesperson stated.
Waymo pushes back
In its legal complaint, Waymo stated that its “activities at the Broadway Facilities do not constitute a public nuisance.” The company also noted that it “faces imminent and irreparable harm to its operations, employees, and customers” from the city’s order. The suit also stated that the city was fully aware that the Voltera charging sites would be operating around the clock to support Waymo’s self-driving taxis.
The company highlighted over one million trips in Santa Monica since launch, with more than 50,000 rides starting or ending there in November alone. Waymo also criticized the city for adopting a contentious strategy against businesses.
“The City of Santa Monica’s recent actions are inconsistent with its stated goal of attracting investment. At a time when the City faces a serious fiscal crisis, officials are choosing to obstruct properly permitted investment rather than fostering a ‘ready for business’ environment,” Waymo stated.
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Tesla FSD v14.2.2 is getting rave reviews from drivers
So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Tesla Full Self-Driving (Supervised) v14.2.2 is receiving positive reviews from owners, with several drivers praising the build’s lack of hesitation during lane changes and its smoother decision-making, among others.
The update, which started rolling out on Monday, also adds features like dynamic arrival pin adjustment. So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Owners highlight major improvements
Longtime Tesla owner and FSD user @BLKMDL3 shared a detailed 10-hour impression of FSD v14.2.2, noting that the system exhibited “zero lane change hesitation” and “extremely refined” lane choices. He praised Mad Max mode’s performance, stellar parking in locations including ticket dispensers, and impressive canyon runs even in dark conditions.
Fellow FSD user Dan Burkland reported an hour of FSD v14.2.2’s nighttime driving with “zero hesitations” and “buttery smooth” confidence reminiscent of Robotaxi rides in areas such as Austin, Texas. Veteran FSD user Whole Mars Catalog also demonstrated voice navigation via Grok, while Tesla owner Devin Olsen completed a nearly two-hour drive with FSD v14.2.2 in heavy traffic and rain with strong performance.
Closer to unsupervised
FSD has been receiving rave reviews, even from Tesla’s competitors. Xpeng CEO He Xiaopeng, for one, offered fresh praise for FSD v14.2 after visiting Silicon Valley. Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that areas of improvement are still present, the Xpeng CEO stated that FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, as it would allow users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
Waymo sues Santa Monica over order to halt overnight charging sessions
