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Report: SpaceX to launch at least five back-to-back Crew Dragon missions for NASA
Update: Wasting no time at all, NASA has confirmed the Ars Technica report one day later, announcing that rookie astronauts Nicole Mann and Josh Cassada have been reassigned from Boeing Starliner missions to SpaceX’s Crew-5 Crew Dragon launch – currently no earlier than August 2022.
Ars Technica’s Eric Berger reports that NASA has begun the process of moving a number of astronauts assigned to Boeing’s ailing Starliner spacecraft to a SpaceX Crew Dragon mission scheduled no earlier than August 2022.
Per sources close to Berger, NASA has chosen to reassign two rookie astronauts to Crew Dragon as hopes of a crewed Starliner launch – and thus an opportunity for them to gain hands-on spaceflight experience – in the next 6-12 months continue to wither. Barring surprises, the implied change of plans behind those actions means that SpaceX now appears to be scheduled to fly five operational NASA Crew Dragon missions back to back before Boeing’s Starliner flies a single astronaut – let alone its first operational mission with four crew aboard.
In December 2019, nine months after Crew Dragon’s own uncrewed March 2019 debut, Starliner lifted off for the first time on a ULA Atlas V rocket. However, whereas Crew Dragon performed a practically flawless orbital launch, space station rendezvous, docking, departure, reentry, and splashdown on its first try, Starliner’s Orbital Flight Test (OFT) went horribly wrong as soon as it separated from Atlas V.
Due to shoddy prelaunch testing that failed to detect several gaping holes in Starliner’s software, the spacecraft effectively lost control as soon as it was under its own power. Aside from making ground communication and control far harder, Starliner burned through most of its propellant and pushed most of its maneuvering thrusters past their design limits in the first hour or two after launch. Due to the catastrophic software failure and lack of propellant margins, NASA unsurprisingly called off a planned space station rendezvous and docking attempt and Boeing ultimately ordered Starliner to reenter a few days after launch.
Mere hours before reentry, Boeing apparently detected and fixed another major software error at the last second, potentially preventing Starliner’s propulsion and service module from smashing into the capsule’s fragile heat shield and dooming the spacecraft to burn up during reentry. Ultimately, it’s likely that the only reason Boeing didn’t suffer a total loss of vehicle (LOV) during Starliner’s OFT debut spacecraft was dumb luck. Had the initial clock error been worse, Starliner could have failed to reach orbit entirely or burned through all of its propellant, resulting in an uncontrolled reentry. Had there been no clock issue, it’s hard to imagine that Boeing’s software team would have attempted the panicked, impromptu bug hunt that detected and fixed the service module recontact issue.
Now, 22 months after Starliner’s catastrophic OFT, Boeing has been forced to stand down from a second self-funded orbital flight test (OFT-2) due to the last-second discovery of more than a dozen malfunctioning valves on the second spacecraft’s service module. Aside from raising the question of how Boeing and NASA yet again failed to detect a glaring Starliner issue until the day of launch, Starliner’s valve issues appear likely to cause another multi-month delay as Boeing is forced to investigate the problem, find the root cause, and implement a fix on all impacted service modules.
NASA reassigning some of the astronauts scheduled to helm Starliner on its Crewed Flight Test (CFT) and first operational mission to Crew Dragon’s August 2022 Crew-5 launch seemingly implies that the space agency is not confident that Boeing will have completed Starliner OFT-2, passed extensive post-flight reviews, and readied another Starliner for CFT by Q3 2022. Given that NASA took some 14 months to OK Crew Dragon’s Demo-2 crewed flight test after Demo-1’s March 2019 success and a catastrophic April 2019 failure during a ground test of the recovered capsule, it’s not unreasonable to assume that NASA will take about a year after OFT-2 to approve Starliner’s first crewed flight test.
If significant issues arise during OFT-2, which is now unlikely to occur before early 2022, a year-long gap is even more likely. Ultimately, that means that there is now a significant chance that SpaceX’s Crew Dragon spacecraft will complete not just five – but six – back-to-back operational NASA astronaut launches before Starliner is ready for its first operational ferry mission. SpaceX, in other words, is now expected to singlehandedly hold the line and ensure biannual NASA access to and from the International Space Station (ISS) for more than two years despite charging NASA $2 billion less than Boeing (~$5B vs ~$3B) to develop Crew Dragon.
Tesla has its answer to grow its automotive sales over the next few years, TD Cowen analyst Itay Michaeli says, but it just has to bring it to the U.S.
On Thursday, Michaeli reiterated his $490 price target and the ‘Buy’ rating he already held on Tesla stock (NASDAQ: TSLA). However, its automotive division has struggled to show sequential growth over the past few years, mostly due to its focus on AI and Full Self-Driving. Tesla already axed two of its lower-volume vehicles with the Model S and Model X earlier this year.
However, Tesla does not need to engineer an entire new vehicle to trigger an upward tick in sales; it just has to bring it from China to the U.S., Michaeli said.
He is talking about the Model Y L, a slightly larger version of the all-electric crossover that is already available in China. U.S. customers have been pleading with CEO Elon Musk to bring it to the country since its launch in Asia last year, but he’s not convinced of it because of the advent of self-driving and its importance in this particular market.
The problem is that Tesla owners have been requesting something larger that could fit a typical American family. The Model Y L is slightly larger than the standard Model Y, but some are concerned that it could still be too small to fit what most people might need.
Instead, they have asked for a full-size SUV from Tesla.
Tesla gives big hint that it will build Cyber SUV, smaller Cybertruck
Nevertheless, the Model Y L still presents a great opportunity for Tesla in the U.S., and Michaeli says that there is an additional sales opportunity of about 100,000 units, with demand potential falling somewhere between 60,000 and 135,000 units.
TD Cowen’s note to investors also analyzed that Tesla’s growth could come from a stock perspective as well, positively impacting the stock price, as it has been widely reliant on vehicle sales, even though Tesla has truly phased itself away from that being an important metric.
Tesla stands to gain greatly from the introduction of the Model Y L in the U.S., but only if Elon Musk sees it as a viable fit for the market. Families may need to see Tesla bring something larger to the U.S., or they might be forced to buy from another automaker that offers something that fits is needs for more interior space to haul around the kids.
Tesla Hardware 3 owners are set to get a new Full Self-Driving version this month as the company plans to release what it is referring to as v14 Lite.
The rollout is not yet confirmed for June, but Tesla executives have stated on several occasions that this more refined FSD iteration will work with their cars and increase its capabilities.
This comes after Tesla admitted during its last Earnings Call that these Hardware 3 vehicles would not be able to achieve Full Self-Driving, something that they did not know when they bought these cars. We regularly receive messages from Hardware 3 owners asking when v14 Lite will come out, what they should expect, and whether it is worth it to upgrade the self-driving computer or buy a new car altogether.
Following future rollout of FSD V14 Lite for HW3 vehicles in the US, we plan on expanding V14 Lite to additional international markets.
This update ensures that HW3 vehicle owners will continue to benefit from ongoing software updates.
Since international rollout is subject to…
— Tesla (@Tesla) April 29, 2026
It is hard not to feel for them; Tesla CEO Elon Musk said at the company’s 2019 Autonomy Day that all vehicles produced at the time, including Hardware 3 cars, had “all the hardware necessary, compute and otherwise, for Full Self-Driving.”
Musk also said in March of that year that, “Anyone who purchased Full Self-Driving will get FSD computer upgrade for free.”
Anyone who purchased full self-driving will get FSD computer upgrade for free. This is the only change between Autopilot HW2.5 & HW3. Going forward “HW3” will just be called FSD Computer, which is accurate. No change to vehicle sensors or wire harness needed. This is v important. https://t.co/lICMpT7xnX
— Elon Musk (@elonmusk) March 29, 2019
However, during the Q1 2026 Earnings Call, Musk admitted that Hardware 3 vehicles would not be capable of FSD, as “It has only 1/8th the memory bandwidth of Hardware 4, and memory bandwidth is one of the key elements needed for unsupervised FSD.”
Tesla has made some effort to remedy these Hardware 3 owners by offering:
- Discounted trade-ins toward AI4 cars
- Hardware retrofits, which would replace the self-driving computer and upgrade all cameras
- Full Self-Driving v14 Lite
The issue is that many of these owners were led to believe their cars would be capable of unsupervised self-driving. Now, they’re left scrambling for options, and while there are several, they will all require more money out of their pockets.
Expectations for Tesla v14 Lite for Hardware 3 Owners
The big differences between the AI4 v14 and v14 Lite for Hardware 3 owners will stem primarily from hardware constraints. Tesla developed v14 Lite with an optimized frame of mind; the v14 neural nets are toned down to run on an HW3 computer.
Tesla v14 will use the same behavior, but its limits will be hardware-related, especially given that the cameras on HW3 vehicles are lower-resolution.
Tesla reveals its plans for Hardware 3 owners who are eager for updates
This will result in potentially more edge cases due to the lower quality perception and less long-range detection, but reaction time and overall confidence should be more refined.
There should also be a handful of additional features that are available on AI4 cars, such as:
- Starting Full Self-Driving from Park
- Auto Shift
- Streaks
- Speed Profiles
- Improved Dynamics, like Pulling Over for Emergency Vehicles
Tesla plans to release v14 Lite this month, but we are all familiar with how the company can be with timelines. Additionally, if v14 Lite has not proven to be ready for a wide release, Tesla will slam the brakes on the rollout.
We would anticipate that Tesla is testing v14 Lite internally, and likely has been for several months.
Elon Musk
SpaceXAI just launched into your kitchen with their new app
SpaceXAI just powered its first consumer app and it predicts what you want to buy.
SpaceXAI just made its first move into consumer AI, and it involves your grocery cart. On June 3, 2026, Gopuff and SpaceXAI announced the launch of Go, a Grok-powered shopping assistant built directly into the Gopuff app that predicts what you need before you even start searching for it.
Gopuff is an instant delivery platform that operates more than 400 micro-fulfillment centers across the U.S., delivering everyday essentials, snacks, drinks, and household items in as little as 15 minutes. It is not a restaurant delivery app or a marketplace. It owns its inventory, controls its warehouses, and handles its own logistics, which means it has built one of the most detailed consumer behavior datasets in retail over its 13-year history.
Go combines SpaceXAI’s advanced reasoning, voice, and image generation models with Gopuff’s dataset of hundreds of millions of orders and real-time cultural signals from X to prepare a suggested cart the moment a customer opens the app. It learns each shopper’s habits and automatically builds a personalized cart based on time of day, location, order history, and real-time indicators. Returning customers can check out with a single tap.
Rather than searching for specific items, users can describe a situation like a game-day party or the desire for a healthy breakfast and Go will assemble a cart automatically. It can also predict when shoppers are running low on items like coffee or paper towels and have them packed and delivered in under 15 minutes. Grok voice integration lets users talk to the app in plain conversational language and check out completely hands-free.
Gopuff co-founder and co-CEO Yakir Gola said: “Today, we believe the greatest friction left in commerce is not delivery or instantaneous access to the essentials customers need. It’s the moment before: the thinking, the deciding, the remembering. We’re combining Gopuff’s demand intelligence with xAI’s frontier reasoning to create an everyday shopping experience that feels like a true extension of you.”
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The timing carries context beyond the product launch. SpaceXAI was formed after SpaceX completed an all-stock merger with Elon Musk’s xAI earlier this year, folding one of the most advanced AI labs in the world into the same corporate structure as the company preparing what could be the largest IPO in history. SpaceXAI is dipping into consumer-focused AI just as it prepares for its public debut, and while Musk has openly discussed building an everything app, this launch uses Grok to power another company’s product rather than launching a standalone consumer platform. Every consumer-facing deployment of Grok ahead of the IPO roadshow adds tangible evidence that SpaceXAI is not just an infrastructure play but a direct competitor in the AI application layer where OpenAI and Google are already fighting for dominance.
Tesla has its answer to auto growth, it just has to bring it to the U.S.: analyst
Tesla Hardware 3 owners could be made whole this month
