

News
SpaceX’s NASA astronaut launch debut jumps its place in line, now up next
According to NASASpaceflight.com reporter Michael Baylor, SpaceX’s Starlink-7 satellite launch has been indefinitely delayed due to drone ship constraints, meaning that the company’s Crew Dragon astronaut launch is now up next.
As a result, SpaceX’s next orbital launch has been delayed by at least eight days. In return, however, that launch will arguably be the most important in the company’s 18-year history, (hopefully) marking the biggest step by far SpaceX has taken towards its main goals of democratizing spaceflight and enabling the sustainable, permanent settlement of Mars. Known as Demonstration Mission 2 (Demo-2), it will simultaneously be the first crewed launch under NASA’s Commercial Crew Program (CCP) and SpaceX’s first astronaut launch ever and is scheduled to lift off no earlier than (NET) 4:33 pm EDT (20:33 UTC), May 27th.
Formerly scheduled to launch no earlier than (NET) May 7th, 17th, 18th, and 19th after a number of technical and weather-related delays, SpaceX’s 8th 60-satellite Starlink launch has now been delayed until sometime after Crew Dragon’s late-May inaugural astronaut launch. According to NASASpaceflight and speculated about in-depth on unofficial forums in the days prior, the schedule swap decision was made due to constraints in SpaceX’s drone ship. While simple on the face of things, the change does reveal a bit of the hidden strategy behind SpaceX’s management of both its rocket fleet and the ships that recover them.
Compounded by multiple largely unrelated delays, including weather in the planned booster and fairing landing zones, the Starlink-7/Demo-2 launch swap was caused by the simple fact that SpaceX only has one operational drone ship on the East Coast. The company coincidentally began sea trials with a second drone ship the very same day that Of Course I Still Love You (OCISLY) headed out to sea to catch Starlink-7’s Falcon 9 booster. However, that second ship has been extensively upgraded and will likely take several weeks of sea trials before it can be declared ready for its first East Coast rocket recovery attempt.
For each drone ship booster landing, it takes at least a week for the ship to be towed several hundred miles downrange to the recovery zone and at least as long to return to port. Add in the time required to safe and secure a landed Falcon 9 or Heavy booster, navigate sea states to prevent damage to – or the outright loss of – that booster, and the work needed to safely lift it off the drone ship’s deck onto dry land and it can easily be 9-10 days before a drone ship is ready for another landing.
At the same time, SpaceX’s turnaround record is about eight days between booster landings. Had SpaceX persevered and attempted to launch Starlink-7 on May 19th and Crew Dragon’s inaugural astronaut launch on May 27th, it’s possible that things would have worked out, with both booster landings occurring on schedule on the same drone ship. However, given just how much of a priority Crew Dragon Demo-2 is compared to an internal Starlink launch and a tropical storm threatening to delay Starlink-7’s launch and landing even further, SpaceX clearly decided that it just wasn’t worth the risk.
Given the extraordinary importance of Demo-2, set to be the first time the United States has launched its own astronauts into orbit in almost nine years, it’s not exactly surprising that SpaceX has chosen conservatism this time around and prioritized its inaugural NASA astronaut launch. According to Spaceflight Now, the Crew Dragon capsule assigned to SpaceX’s inaugural NASA astronaut launch – pictured above – actually joined the new Falcon 9 rocket that will launch it at Pad 39A on May 15th. Now fully fueled with liquid hydrazine and nitrogen tetroxide, the spacecraft could be mated with Falcon 9’s upper stage at any moment (if it hasn’t been already).
Once fully assembled, Falcon 9 booster B1058, a new Falcon 9 upper stage, Crew Dragon capsule C206, and an expendable trunk section will be rolled horizontally out to Kennedy Space Center (KSC) Pad 39A to perform a crucial pre-launch static fire test. Rollout and static fire operations could begin at any point within the next few days. It remains to be seen whether drone ship OCISLY will remain in the Atlantic Ocean or head back to Port Canaveral before departing again to catch booster B1058.
News
Tesla gets price target increase on Wall Street, but it’s a head-scratcher
Delaney’s price target on Tesla shares went up to $395 from $300. Currently, Tesla is trading between $420 and $430, making the new price target from Goldman Sachs a bit of a head-scratcher.

Tesla (NASDAQ: TSLA) received a price target increase from a Wall Street analyst today, who noted in his report that the company’s shares could rise or fall based on its execution in robotics and autonomy.
However, the price target boost still fell below Tesla’s current trading levels.
Mark Delaney of Goldman Sachs said in a note to investors today that Tesla has a significant opportunity to solidify itself as one of the stable and safe plays in the market if it can execute on its two key projects: humanoid robots and autonomy.
In the note, Delaney said:
“If Tesla can have [an] outsized share in areas such as humanoid robotics and autonomy, then there could be upside to our price target.”
Delaney’s price target on Tesla shares went up to $395 from $300. Currently, Tesla is trading between $420 and $430, making the new price target from Goldman Sachs a bit of a head-scratcher.
He went on to say that Tesla could also confront outside factors that would limit the stock’s ability to see growth, including competition and potentially its own lack of execution:
“…although if competition limits profits (as is happening with the ADAS market in China) or Tesla does not execute well, then there could be downside.”
The note is an interesting one because it seems to point out the blatantly obvious: if Tesla performs well, the stock will rise. If it doesn’t, the stock price will decline.
We discussed yesterday in an article that Tesla is one of the few stocks out there that does not seem to be influenced by financials or anything super concrete. Instead, it is more influenced by the narrative currently surrounding the company, rather than the technicals.
Tesla called ‘biggest meme stock we’ve ever seen’ by Yale associate dean
Tesla’s prowess in robotics and autonomy is strong. In robotics, it has a very good sentiment following its Optimus project, and it has shown steady improvement with subsequent versions of the robot with each release.
On the autonomy front, Tesla is expanding its Robotaxi platform in Austin every few weeks, and also has a sizeable geofence in the Bay Area. Its Full Self-Driving suite is among the most robust in the world and is incredibly useful and accurate.
The company can gain significant value if it continues to refine the platform and eventually rolls out a driverless or unsupervised version of the Full Self-Driving suite.
Elon Musk
Tesla addresses door handle complaints with simple engineering fix
“We’ll have a really good solution for that. I’m not worried about it.”

Tesla is going to adjust one heavily scrutinized part of its vehicles after recent government agencies have launched probes into an issue stemming from complaints from owners.
Over the past few days, we have reported on the issues with Tesla’s door handle systems from both the Chinese and American governments.
In China, it dealt with the Model S, while the United States’ National Highway Traffic Safety Administration (NHTSA) reported nine complaints from owners experiencing issues with 2021 Model Ys, as some said they had trouble entering their car after the 12V battery was low on power.
Bloomberg, in an interview with Tesla Chief Designer Franz von Holzhausen, asked whether the company planned to adjust the door handle design to alleviate any concerns that regulatory agencies might have.
Regarding the interior latch concerns in the United States:
- Von Holzhausen said that, while a mechanical door release resolves this problem, Tesla plans to “combine the two” to help reduce stress in what he called “panic situations.”
- He also added that “it’s in the cars now…The idea of combining the electronic and the manual one together in one button, I think, makes a lot of sense.” Franz said the muscle memory of reaching for the same button will be advantageous for children and anyone who is in an emergency.
Regarding the exterior door handle concerns in China:
- Von Holzhausen said Tesla is reviewing the details of the regulation and confirmed, “We’ll have a really good solution for that. I’m not worried about it.”
Franz von Holzhausen (from Tesla’s Robovan) on Tesla’s upcoming redesigned door handles: pic.twitter.com/lnaKve1SlJ
— Sawyer Merritt (@SawyerMerritt) September 17, 2025
The new Model Y already has emergency mechanical door release latches in the back, but combining them in future vehicles seems to be an ideal solution for other vehicles in Tesla’s lineup.
It will likely help Tesla avoid complaints from owners about not having an out in the event of a power outage or accident. It is a small engineering change that could be extremely valuable for future instances.
News
Elon Musk calls out viral claim of 10,000 Tesla Optimus deal: “Fake”
For now at least, Tesla seems determined to focus on the development of Optimus V3.

Elon Musk has provided some clarification to recent reports suggesting that PharmAGRI, a US pharmaceutical and agricultural infrastructure company, is looking to deploy 10,000 Optimus robots for its operations.
Musk posted his clarification on social media platform X.
Alleged Optimus purchase
Recently, reports emerged stating that PharmAGRI Capital Partners will be tapping into Tesla’s humanoid robots for its operations. The firm claimed that it had executed a Letter of Intent with Tesla to deploy up to 10,000 Optimus Gen 3+ humanoid robots across its SuperPharm and CEA facilities. This should allow the company to automate its labor and ensure diversion control.
A comment from Lynn Stockwell, Chairwoman & CEO, suggested that the company really was partnering with Tesla. “With Tesla robotics powering our facilities and DEA-licensed infrastructure in place, we can scale with precision, meet federal sourcing mandates, and deliver therapies that are compliant, secure, and American-made,” she said.
Elon Musk clariies
News of PharmAGRI’s Optimus claims quickly spread on social media, though some Tesla watchers argued that it seemed unlikely that the EV maker will commit two legions of Optimus robots to a rather unknown company this early. Some pointed out that Tesla typically commits to high-profile customers to test its early products, such as PepsiCo with the Tesla Semi.
Photos from PharmAGRI’s website depicting Tesla Optimus bots, as well as the rather basic look of the website itself, also brought more reservations to the company’s claims. Ultimately, Elon Musk weighed in on the matter, responding to a post about PharmAGRI’s Optimus-filled webpage. Musk was quick and direct, simply stating, “Fake.”
Elon Musk’s comments were quite unsurprising considering that Optimus is still very much in active development, and thus, it is quite unlikely that the company is already taking orders or even Letters of Intent from potential customers at this time. For now at least, Tesla seems determined to focus on the development of Optimus V3, which Musk has noted will be “sublime.”
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