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SpaceX fires up redesigned Crew Dragon as NASA reveals SuperDraco thruster “flaps”
On November 13th, SpaceX revealed that a planned static fire test of a Crew Dragon’s powerful abort thrusters was completed without issue, a strong sign that the company has successfully redesigned the spacecraft to prevent a catastrophic April 2019 explosion from reoccurring.
Pending a far more extensive analysis, Wednesday’s static fire should leave SpaceX on track to perform Crew Dragon’s next major flight test before the end of 2019.
In an unexpected flourish of transparency, SpaceX and NASA published photos of the Crew Dragon capsule’s static fire test just a few hours after it was completed, an excellent sign that the ‘quick-look’ data analysis immediately following the test was extremely positive. Spaceflight Now was first to visually confirm that the test had occurred, publishing a photo that revealed a whitish cloud of smoke produced by the static fire around 3:15 pm EST (20:15 UTC).
Had a failure similar to the April 2019 explosion occurred, that cloud would have likely been tinged red by unburnt dinitrogen tetroxide (NTO) oxidizer, and the different appearance of November 13th’s exhaust cloud was seen as the first tentative sign that this static fire had gone more successfully.
Alongside photos of the SuperDraco thruster test published by NASA and SpaceX shortly after its conclusion, SpaceX confirmed that the test was completed without issue. Regardless of whether everything performed exactly as intended, this means that factory-fresh Crew Dragon capsule C205 made it through the test unscathed, likely securing SpaceX and NASA a large volume of uninterrupted telemetry data, as well as the hardware itself.
Just hours after C205’s static fire was completed, NASA published a detailed update, confirming that the tests were finished without any immediately apparent issues.
NASA described the test in much more detail than SpaceX, noting that it began with the ignition of two of Crew Dragon’s 16 Draco maneuvering thrusters, each performing two one-second burns. C205’s eight SuperDraco abort thrusters subsequently ignited and burned for a total of ~9 seconds to simulate required abort performance, followed by the reignition of two Draco thrusters immediately after SuperDraco cutoff.
Each capable of producing several dozen pounds of thrust, both Crew and Cargo Dragon use Draco thrusters to orient themselves in orbit, rendezvous with the International Space Station, and lower their orbits to reenter Earth’s atmosphere. Crew Dragon’s Draco thrusters are also designed to control its attitude during abort scenarios, stabilizing and flipping the spacecraft to prevent a loss of control and ensure proper orientation during emergency parachute deployment. The Draco firings during Crew Dragon’s November 13th static fire were meant to simulate that additional use-case.
Aside from verifying that SpaceX has successfully redesigned Crew Dragon to mitigate the failure mode that caused capsule C201’s catastrophic explosion in April 2019, the Draco static fires specifically mirrored the burns Crew Dragon C205 will need to perform to successfully complete its In-Flight Abort (IFA) test. As noted by NASA and SpaceX, with the static fire complete, both teams will now comb through the data produced, inspect Crew Dragon to verify its health and the performance of its redesigned high-flow pressurization system, and perform any necessary refurbishment.
SuperDraco’s mystery “flaps”
NASA’s post on Crew Dragon’s static fire revealed another thoroughly intriguing detail: the SpaceX spacecraft’s SuperDraco thrusters apparently have flaps! A bit of retroactive speculation suggests that SuperDracos are closed out with plugs of some sort to create a seal against the environment before Crew Dragon is rolled out to the launch pad. Perhaps, in the event of a SuperDraco ignition, SpaceX included actuating flaps as a method of resealing those thrusters prior to splashdown in the Atlantic Ocean.
“Immediately after the SuperDracos shut down, two Dracos thrusters fired and all eight SuperDraco flaps closed, mimicking the sequence required to reorient the spacecraft in-flight to a parachute deploy attitude and close the flaps prior to reentry. The full sequence, from SuperDraco startup to flap closure, spanned approximately 70 seconds.”
NASA, November 13th, 2019
Given that the obvious utility of those flaps appears to be extremely limited and their associated actuators have to survive the 9+ consecutive seconds of hellish conditions in the event of an actual abort, it seems like an excessively complicated system to include on Crew Dragon. Nevertheless, the ability to guarantee that SuperDracos are water-sealed before splashdown would almost without a doubt make Crew Dragon far easier to refurbish and reuse.
The SuperDraco flaps may also be a holdover from before propulsive Crew Dragon landings were canceled, although the use-cases for such a system still remain unclear. The flaps’ raison d’etre could even be as simple as preventing water intrusion that might otherwise cause Dragon to sink after splashdown.
Regardless of why they exist, NASA indicates that SpaceX’s November 13th static fire proved that they worked exactly as expected, closing soon after the simulated abort burn to seal Crew Dragon against water intrusion. If NASA and SpaceX’s deep-dive inspections and data analysis uncover no red flags, it’s extremely likely that SpaceX will able to launch C205 for its In-Flight Abort test some 4-8 weeks from now.
If the IFA also goes as planned, Crew Dragon could be ready for its inaugural NASA astronaut launch as early as February or March 2020.
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Elon Musk clapped back at France’s decision to withhold the approval for Tesla’s Full Self-Driving (FSD) Supervised system, projecting a clear and blunt message to French Transport Minister Phillippe Tabarot, after he publicly rejected the technology in its current form.
Tabarot outlines several concerns with Tesla Full Self-Driving in a detailed video statement, where he said, “The safety trade-offs are not yet sufficient to authorize it as it currently stands,” he said. He emphasized that FSD is not a true self-driving system and that the driver remains fully responsible.
Key issues Tabarot also brought up included allowing speeding when surrounding traffic exceeds limits and what he believes are insufficient guarantees of driver attention during complex urban maneuvers such as lane changes, intersections, and roundabouts.
Delaying the approval of FSD in France will cost lives
— Elon Musk (@elonmusk) July 22, 2026
While acknowledging technological progress and France’s support for autonomous innovation, Tabarot stressed that deployment must prioritize road safety. He noted ongoing technical discussions with Tesla, the Netherlands, and other European partners, with further ecosystem meetings planned for the fall.
Musk’s rebuke highlights the human cost of regulatory caution. Tesla’s latest safety reports provide compelling data supporting accelerated adoption. In the most recent 12-month period, vehicles using FSD (Supervised) recorded one major collision per approximately 5.1 million miles driven, dramatically better than the U.S. national average of one crash per 698,000 miles.
Even Tesla vehicles driven manually with active safety features outperform the average by a wide margin. These figures come from billions of real-world miles of telemetry, showing FSD vehicles involved in far fewer incidents than both manual Teslas and the broader U.S. fleet.
Critics argue Tesla’s comparisons require careful scrutiny regarding reporting thresholds and fleet demographics, yet the data consistently positions FSD as a potential lifesaver. With road fatalities remaining a leading cause of death worldwide, Musk contends that proven safer technology should not face prolonged bureaucratic hurdles.
France’s measured approach reflects the broader European regulatory caution, which many, especially Musk, have been critical of in the past. However, as autonomous systems from Tesla and competitors like Waymo demonstrate superior safety in independent studies, pressure is mounting for harmonized approvals.
Musk’s warning carries the belief that every month of delay may equate to avoidable tragedies on European roads.
In a striking revelation that underscores the lucrative crossover between Big Tech and space exploration, Alphabet Inc., Google’s parent company, disclosed a massive $94.1 billion equity stake in SpaceX following the rocket company’s blockbuster initial public offering earlier this year.
The disclosure came in Alphabet’s quarterly filing, marking the first time the long-held private investment has been publicly valued at market prices. Google was an early backer, investing alongside Fidelity in 2015 with roughly $500-900 million at a time when SpaceX was valued around $12 billion.
That bet has delivered extraordinary returns, roughly a hundredfold, transforming a strategic play on satellite internet and launch capabilities into one of Alphabet’s largest assets.
Google, $GOOGL, has said they hold $94 billion in SpaceX, $SPCX, shares after IPO.
— unusual_whales (@unusual_whales) July 23, 2026
Of the total holding, approximately $80 billion remains subject to short-term post-IPO lockup restrictions, preventing near-term sales. An additional $14.1 billion faces longer-term restrictions, extending into the third quarter of 2027. This structure limits immediate liquidity but protects against market volatility as SpaceX transitions into public trading.
The SpaceX position contributed significantly to gains in Alphabet’s broader investment portfolio, which also includes a major stake in AI leader Anthropic. Combined, these holdings helped drive nearly $100 billion in investment gains during the second quarter, providing a substantial boost to net income amid ongoing AI spending pressures.
Analysts view the disclosure as validation of Alphabet’s venture strategy beyond its core search and cloud businesses. The investment aligns with deeper ties, including reported multi-billion-dollar deals for AI computing capacity on SpaceX infrastructure. As SpaceX advances Starship flights, Starlink expansion, and ambitious Mars goals under Elon Musk, Google’s stake positions it to benefit from the commercialization of space.
For Alphabet, the windfall highlights how patient, forward-looking bets in transformative sectors can yield outsized rewards. While lockups temper short-term impact, the holding cements SpaceX as a cornerstone of Alphabet’s diversified portfolio in an era where aerospace, AI, and connectivity increasingly intersect. Investors will watch closely as restrictions lift and SpaceX’s public performance unfolds.
In early 2026, Tesla made a bold strategic pivot: it largely eliminated the option to purchase Full Self-Driving (FSD) software outright and shifted to a subscription-only model. The change, effective around mid-February, ended the one-time fee that had previously ranged as high as $15,000 and later dropped to $8,000. Instead, customers would access FSD (Supervised) for $99 per month in the U.S.
At the time, skeptics questioned whether locking customers into recurring payments would hurt adoption or alienate buyers who preferred ownership of the feature. Tesla bet that a lower barrier to entry, seamless integration at purchase, and the ability to cancel at any time would drive higher uptake.
The results from Q2 2026 speak for themselves: the decision has been a resounding success, delivering the largest quarterly growth in FSD subscriptions in the company’s history.
Tesla FSD subscriptions went up 56% in Q2 2026 to 1.48 million, an increase of 200,000 from Q1 2026.
Tesla added more FSD subscribers in Q2 than in any quarter in its history. pic.twitter.com/jTciTD2JqW
— Sawyer Merritt (@SawyerMerritt) July 22, 2026
According to Tesla’s Q2 shareholder update, active FSD subscriptions reached 1.48 million globally by the end of June 2026. That represents a 56 percent increase year-over-year and a 15.6 percent jump from the prior quarter. Tesla added roughly 200,000 new subscriptions in the period alone—the biggest single-quarter gain on record.
North America led the charge, with more than 55 percent of new vehicle deliveries including an FSD subscription at the time of purchase, a record attach rate for the region.
Tesla explicitly noted that “more customers [are] opting for subscription at the time of vehicle purchase,” crediting the model shift and prominent placement of the option in the ordering process. Subscriptions now contribute meaningfully to ancillary revenue, helping offset pressure elsewhere in the business.
The financial upside is substantial: At $99 per month, 1.48 million active subscriptions generate approximately $146.5 million in monthly recurring revenue. Over a full year, that equates to roughly $1.76 billion in annualized recurring revenue (ARR) from FSD subscriptions alone, assuming steady retention and no major pricing changes.
These figures represent pure, high-margin software revenue. Unlike vehicle sales, which carry production costs, warranty obligations, and supply-chain risks, FSD subscriptions flow largely to the bottom line once the software is developed and deployed over-the-air.
Tesla does not break out exact FSD subscription revenue in its filings (it sits within “Services and Other”), but the category grew 50 percent year-over-year in Q2, with executives highlighting subscriptions as a key driver.
The subscription model offers several structural advantages. It lowers the upfront cost of a new Tesla, potentially broadening the buyer pool and supporting vehicle demand, especially important amid fluctuating EV market conditions. It creates a predictable revenue stream that compounds as the fleet grows and more owners try (and stick with) the software.
Legacy one-time purchasers still exist, but new growth is overwhelmingly subscription-based following the February cutoff.
Early data also suggests improving retention and satisfaction, as well. Tesla has rolled out iterative FSD updates, including v14 features, and expanded availability to additional markets. Recent regulatory approvals in parts of Europe have further boosted interest, with owners in newly enabled countries eager to activate the software they had been waiting for.
FSD is still supervised; regulatory hurdles for true unsupervised autonomy persist in many regions, including the United States, and competition in advanced driver-assistance systems is intensifying. Yet the Q2 numbers validate Tesla’s bet: by removing the large upfront commitment and making FSD accessible via subscription, the company has accelerated adoption faster than many anticipated.
What began as a controversial switch-up has become a clear win. With nearly 1.5 million subscribers, record attach rates, and nearly $1.8 billion in potential annual recurring revenue already in view, Tesla’s FSD business is transitioning from a promised future to a tangible, fast-growing profit engine.
If the momentum continues, and especially if unsupervised capabilities unlock robotaxi opportunities, the subscription flywheel could become one of the most valuable assets in Tesla’s portfolio.
Elon Musk claps back at France’s Tesla Full Self-Driving approval delay
Google’s massive stake in SpaceX will shock you
