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SpaceX’s NASA Crew Dragon launch manifest doubles in three months
NASA says it will soon award SpaceX another five Crew Dragon astronaut transport contracts after purchasing three extra missions from the company on February 28th.
That June 1st announcement means that NASA has more than doubled the number of operational Crew Dragon astronaut launches planned between 2020 to the end of 2030 in the last three months – a decision that represents another major SpaceX upset over Boeing. In reality, NASA has simply made some cold and rational calculations about its two Commercial Crew providers and – with no ill intent – made far-reaching decisions to preemptively secure its astronauts’ access to the International Space Station (ISS) for the rest of this decade. Intentional or not, however, the optics of those decisions speak volumes.
When NASA awarded Boeing and SpaceX their original $4.2 billion and $2.6 billion Commercial Crew Transportation Capability (CCtCap) contracts in 2014, the agency’s goal (or hope) was for both providers to complete the development of their Starliner and Crew Dragon spacecraft in roughly the same amount of time. Boeing and SpaceX would have then taken turns, each performing one six-month crew transportation mission per year and ensuring redundant access to the ISS for the rest of its life.
More realistically, the general assumption was that Boeing – an ancient aerospace company with half a century of spaceflight experience – would smoothly complete Starliner while SpaceX – a 12-year-old startup – would struggle to push Crew Dragon across the finish line. Of course, exactly the opposite proved to be true. For what would ultimately become (to NASA) $3.15 billion to Boeing’s $4.95 billion and development and test flight costs of $1.2 billion to Boeing’s $2.2 billion, SpaceX completed its first successful uncrewed and crewed Crew Dragon test flights in March 2019 and May 2020. In contrast, Boeing’s first uncrewed Starliner launch attempt nearly ended in catastrophe in December 2019. A second July 2021 attempt at that mission was prevented from launching by unrelated technical difficulties. Only on May 25th, 2022 did Boeing finally complete the equivalent of Crew Dragon’s March 2019 Demo-1 test flight.
NASA’s February 28th purchase of three more SpaceX Crew Dragon missions was unsurprising. The future of Starliner was still unclear and the Dragon missions it was purchasing could be needed as early as 2023 if Boeing’s spacecraft was not ready in time. The timing of NASA’s notice of intent to purchase another five Crew Dragon missions one week after the end of Boeing’s mostly successful OFT-2 test flight, however, is somewhat surprising. Instead of throwing Boeing a bone after its long-awaited success and somewhat balancing the scales between its two Commercial Crew providers, NASA has ultimately decided to purchase more than twice as many crew missions from SpaceX.
Following NASA and SpaceX’s successful Crew-4 launch last month, the space agency needs 16 more six-month transport missions from SpaceX and Boeing to ensure astronaut access to the ISS between now and late 2030. NASA has issued its intent to perform up to 14 operational Crew Dragon missions and up to 6 Starliner missions (via Boeing’s original contract). Subtracting the 4 missions SpaceX has completed or is in the midst of completing, NASA will soon have all the contracts it needs to crew the ISS until the end of 2030 without purchasing a single extra mission from Boeing.
As a result, barring surprises, SpaceX will likely be responsible for launching 70% of all NASA and ESA astronauts from late 2020 to the end of 2030, while Boeing will be tasked with carrying the remaining 30%. A less likely Commercial Crew outcome would have been hard to imagine in 2014.
Tesla is starting to prepare for the launch of the Optimus robot in its smartphone app, new coding strings show. Elon Musk has referred to Optimus as what will be the greatest-selling product of any kind of all time, and now, Tesla is getting ready for its launch.
Tesla’s smartphone app had several first-time mentions of the Optimus program, according to Tesla App Updates, who intially reported on the appearance. Here’s what they found:
A Dedicated “Robot” Phone Key Authentication
Tesla is working on a Bluetooth Low Energy, or BLE, authentication that is specifically for robots. This does not only apply to Optimus, though, as Robotaxi, which is Tesla’s autonomous ride-hailing platform, might also identify vehicles within the fleet as robots as well.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Essentially, pairing your phone as a key to anything Tesla identifies as a robot to a “whitelist” of authorized devices. Optimus, Robotaxi, or other products that fall into this category will only respond if the device trying to communicate with it is authorized.
This is a great security feature that will eliminate at least face-value and low-level threats.
Home Data Collection and System Alerts
This appears to be somewhat of a neural network for Optimus within your house. There will be a dedicated screen that asks for consent to collect both video and spatial data while Optimus performs in-home tasks. Everything from vacuuming, washing dishes, dusting, and other activities will be tracked.
There will also be a comprehensive alert system that will track everything from low battery to mechanical issues.
Other Changes
Most of the changes tracked in this particular app update are related to Tesla’s 2026 Summer Update, and include things such as image assets for new features, a preview of the new custom wraps feature, and other unique features.
You can check out our coverage on what is included with the 2026 Summer Update here:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla (NASDAQ: TSLA) will report its earnings for the second quarter of 2026 this evening after market close, and investors and analysts are waiting anxiously to see what the company will report for the second three-month span of the year.
Analysts have already put out their expectations from a financial standpoint for the company’s second quarter, but what’s unknown is what Tesla plans to discuss during the call.
Financial Expectations
Wall Street consensus expectations put Tesla’s Earnings Per Share (EPS) at $0.53, while revenues are expected to come in around $26.4 billion.
This would compare to an EPS of $0.39 and $22.19 billion compared to Tesla’s Q2 2025. Last quarter, EPS came in at $0.41 on $22.387 billion of revenue. Additionally in Q1, Tesla beat analyst expectations, but shares dropped over 3 percent the following trading day.
What We Expect
In terms of discussions, Tesla earnings are pretty sporadic and depend on a handful of things, including current events, investor questions, and more.
Tesla uses a platform called Say to field questions from investors and analysts. These questions are what will be used during the call. Here are the top 5 from the Retail side and top 3 from the Institutional side:
Retail:
“Tesla has missed short-term guidance on robotaxi 3 earnings reports in a row, from 50% coverage of USA by end of 2025 to most recently 7 new cities in 1H26. What is keeping Tesla back from accomplishing these short term goals that they’ve set for themselves?”
“What are the main constraints to expanding robotaxi operations faster, and how do you see that lining up with Cybercab production?”
“What’s the current status of Optimus Gen 3 production ramp, initial deployment in factories, and external sales timeline/volume for 2027? What tasks can we expect the Optimus to perform by end of 2027?”
“To reward long-term Tesla retail shareholders for their loyalty, can you commit to achieving at least half of the goals outlined in your 2025 compensation plan before considering any offers to acquire or merge Tesla?”
“Why has growth of robotaxi vehicles stalled? When will we see cybercab start customer rides?”
Institutional
“Previously, you’ve said Tesla would lead the R&D while SpaceX would lead production for Terafab. Can you provide an update on how that division of responsibilities is evolving, and any additional clarity on the expected capital contributions from Tesla and SpaceX?”
“For autonomous driving, Tesla’s fleet created a huge data advantage by collecting billions of real-world miles. That advantage doesn’t yet exist for Optimus. How should we think about data availability and its impact on Optimus development?”
“Why is it necessary to limit robotaxi operations within specific zones within cities to start? Will every city have to be rolled out this way?”
Tesla will report earnings for Q2 this evening with the Shareholder Deck at 4 p.m. ET, with the call starting around 5:30 p.m. ET.
Elon Musk
Elon Musk handed Grok something no other AI company can get their hands on
Elon Musk says SpaceX will feed engineering data into Grok’s next model, avoiding restricted material.
Elon Musk said Tuesday that SpaceX will feed its internal engineering data into the next major training run for Grok, the AI model now folded into SpaceX following February’s merger. In a post on X, Musk wrote that SpaceX’s “massive corpus of world-class engineering data,” excluding anything restricted under U.S. arms export law, will be added during supplemental training of what he called the “2T run,” a reference to a roughly two trillion parameter model that would nearly double the parameters behind the latest Grok 4.5 that’s rolling out.
SpaceX’s massive corpus of world-class engineering data (excluding material blocked by ITAR) will be added during supplemental training of the 2T run.
This will dramatically improve Grok’s engineering capabilities. https://t.co/BbQEViFByn
— Elon Musk (@elonmusk) July 21, 2026
The excluded material that Musk is referring to would fall under the International Traffic in Arms Regulations (ITAR), which restricts export of technical data tied to defense and space hardware. That likely rules out propulsion specifics for Merlin and Raptor engines along with guidance and control details for SpaceX’s launch vehicles, but leaves manufacturing knowledge, materials science, and Starlink hardware design on the table.
The announcement extends a pattern that has been building since SpaceX’s Nasdaq debut in June, when the company went public with Grok and xAI’s Colossus supercomputer folded into the pitch to investors.
Days after that listing, SpaceX closed its $60 billion all stock acquisition of coding startup Cursor, giving xAI both enterprise software distribution and a stream of real world developer data to train on. Grok 4.5 launched July 8 running partly on that Cursor training data, with Musk describing it as roughly comparable to Anthropic’s Opus 4.7 but faster and cheaper to run.
Feeding SpaceX’s own engineering data into the next AI model follows the same logic Musk has applied across xAI’s sister companies. Tesla supplies real world driving data and manufacturing expertise, X supplies conversational data, and now SpaceX supplies aerospace engineering data built up since 2002.
Musk did not give a release date for the upcoming AI model, referred to elsewhere as Grok 4.6. He has said the two trillion parameter run is in its final training phase and expected to wrap this week.
Tesla starts preparing for Optimus in its smartphone app
Tesla Q2 Earnings: Here’s what to expect
