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SpaceX’s Crew Dragon explosion response praised by NASA in new briefing
During a recent NASA council meeting, SpaceX’s response to a Crew Dragon capsule’s April 20th explosion was repeatedly praised by the agency’s senior Commercial Crew Program (CCP) manager, her optimism clearly rekindled after several undeniably challenging months.
On October 29th and 30th, NASA held its second 2019 Advisory Council (NAC) meeting, comprised of a number of (more or less) independent advisors who convene to receive NASA updates and provide a sort of third-party opinion on the agency’s programs. Alongside NASA’s SLS rocket and Orion spacecraft, Commercial Crew continues to be a major priority for NASA and is equally prominent in NAC meetings, where program officials present updates.
On October 30th, CCP manager Kathy Lueders presented one such update on the progress being made by Commercial Crew providers Boeing and SpaceX, both of which are just weeks away from multiple crucial tests. Boeing is scheduled to perform a pad abort test of its Starliner spacecraft as early as November 4th, while SpaceX is targeting a static fire of a Crew Dragon capsule on November 6th. If that test fire is successful, the same capsule could be ready to support SpaceX’s In-Flight Abort (IFA) test in early-December, and Boeing’s Starliner could attempt its orbital launch debut (OFT) no earlier than (NET) December 17th.
For both SpaceX and Boeing, the results of their respective In-Flight Abort and Orbital Flight Test will determine just how soon NASA will certify each company to attempt their first commercial launches with astronauts aboard. If Boeing’s Pad Abort goes perfectly and Starliner’s NET December 17th OFT is also a total success, the company could be ready for its Crewed Flight Test (CFT) anywhere from 3-6+ months after (March-June 2020).
If SpaceX’s IFA test goes perfectly next month, Crew Dragon’s Demo-2 astronaut launch could occur as early as February or March 2020. In April 2019, SpaceX suffered a major setback when flight-proven Crew Dragon capsule C201 violently exploded milliseconds before a planned abort thruster static fire test, reducing the historic spacecraft to a field of debris. Before that failure, C201 had been assigned to perform the in-flight abort test, while capsule C205 was in the late stages of assembly for Demo-2.
Had that explosion never happened and the C201 IFA gone perfectly, Demo-2 could have potentially been ready for launch as early as August or September 2019. Instead, C201’s demise forced SpaceX to change capsule assignments, reassigning C205 to support Crew Dragon’s IFA, while C206 was moved to Demo-2. Nevertheless, as both SpaceX and NASA officials have noted, C201’s on-pad explosion has been viewed as a gift, for the most part, as the capsule failed in a largely controlled and highly-instrumented environment.
In fact, NASA manager Kathy Lueders complimented NASA’s involvement in the anomaly resolution process and repeatedly praised SpaceX’s response to Dragon’s explosion. Although the explosion was an undesirable result, SpaceX’s relentless prioritization flight hardware testing prevented a failure from occurring in flight. Performed alongside NASA, SpaceX’s subsequent investigations and experimentation have essentially brought to light a new design constraint, the knowledge of which many space agencies and companies will likely benefit from.
Most notably, however, Lueders detailed how impressed she was at the incredible speed with which SpaceX was able to respond to Crew Dragon’s catastrophic static fire anomaly.
“So the nice thing is that the SpaceX folks had a bunch of vehicles in flow. So even though we lost Demo-1 [capsule C201], … [SpaceX] was able to pull up what was going to be our Demo-2 vehicle, outfit it, make [necessary] changes [and upgrades] to the vehicle, and get it ready for [flight] with a six-month slip — a pretty phenomenal turnaround.“
Kathy Lueders – NASA – 10/30/19
Crew Dragon C201 exploded on April 20th, 2019. Five months and seven days later, a new Crew Dragon capsule and trunk – having undergone significant modifications as a result of the C201 explosion investigation – were delivered to SpaceX’s Florida facilities for their new role, Dragon’s In-Flight Abort test. Meanwhile, despite the upset and general instability, Crew Dragon capsule C206 – previously assigned to the flight after Demo-2 – is in the late stages of assembly and integration and is expected to ship to Florida for preflight preparations in early-December.
Altogether, those turnaround times are almost unheard of for such complex systems. For example, Boeing’s Starliner service module – generally less complex than the crew capsule – suffered a serious anomaly during a June 2018 static fire test. As a result, Boeing had to fully replace the service module with new hardware and repeat the same test before it could proceed to Starliner’s Pad Abort, at the time expected a few weeks later (Q2 2018).
Like SpaceX, Boeing was forced to cannibalize future launch hardware to re-attempt its static fire test, which was ultimately completed some 11 months after the anomaly on May 24th, 2019. The Pad Abort previously expected in mid-2018 is now expected no earlier than November 4th, 2019, a delay of 12-16 months. In simpler terms, the six or so months that Crew Dragon C201’s explosion has delayed SpaceX’s In-Flight Abort test is an undeniably “phenomenal turnaround” relative to both NASA’s expectations and SpaceX’s peers.
A happy partnership
The day prior, famed ex-NASA engineer and Space Shuttle program manager Wayne Hale – now serving as NAC chair – brought up SpaceX in an entirely different context, deeming the company as a whole a “sterling example” of NASA’s ability to incubate and incentivize commercial spaceflight.
Indeed, SpaceX has radically reshaped almost every aspect of the global spaceflight industry in the ten years since NASA awarded the company its first major contract, proving that orbital-class commercial rockets can be built, landed, and reused – all for far less money than NASA or competitors believed was possible.
All things considered, NASA appears to be more content than ever with the results its fruitful SpaceX partnerships are producing, and a number of senior NASA officials seem to be increasingly willing to unbridle their enthusiasm as a result.
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Tesla bolsters App with new safety, insurance, and storage features
The Tesla Smartphone App is one of the biggest and best features and advantages owners have. Everything from moving the vehicle with Summon, to getting Navigation sent to the car, to preconditioning the cabin can be done with the Tesla App.
Tesla is bolstering its smartphone App with a series of new features to streamline operations for owners. The new additions include fixes to safety, its in-house insurance offering, and storage management for Dashcam clips.
The Tesla Smartphone App is one of the biggest and best features and advantages owners have. Everything from moving the vehicle with Summon, to getting Navigation sent to the car, to preconditioning the cabin can be done with the Tesla App.
But in classic Tesla fashion, the company is aiming to improve the offerings of the app, and it is doing so with a handful of new features. They were first discovered by Tesla App Updates.
Tesla Insurance – Safety Score 3.0
This is truly part of the Spring 2026 Update, but Tesla has now given more transparency on how FSD has saved people money on their premiums.
Tesla intertwines FSD with in-house Insurance for attractive incentive
Additionally, Tesla is now automatically awarding a Safety Score of 100 for every mile traveled on Full Self-Driving (Supervised).
Update Tracking
Updates traditionally appear on the App or on the Center Touchscreen in the car. There is nothing better than seeing that Green Arrow at the top of the screen, or opening your app and seeing that there is a Software Update available.
Now, there will be no need to manually check the app and initiate the download. Tesla is enabling a new feature that will automatically download updates for you.
Storage Management
Your USB drive can now be remotely formatted, and old Dashcam clips can be deleted straight from the phone. When you record a lot of things using the Dashcam feature, that storage fills up pretty quickly.
Now, manually deleting the Dashcam videos is easier than ever.
Trailer Light Test
This is perhaps the coolest and most crucial addition to the Tesla App, as those who tow and haul will now be able to trigger a diagnostic light sequence from the app while standing behind your trailer to ensure the brake lights work.
Verifying your trailer lights are connected properly and operating normally and as intended is normally a massive hassle.
Now, a new trigger will be available to initiate a diagnostic light sequence directly from your phone.
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Tesla Robotaxi-only Superchargers are starting to appear
For Tesla, these Robotaxi-only Superchargers represent more than convenient parking spots. They are the first bricks in a vertically integrated autonomy platform—vehicles, energy, and software working in seamless concert.
Tesla is starting to build out Robotaxi-only Superchargers as the company is truly leaning on its Full Self-Driving and autonomy efforts to solve passenger travel.
Last week, the company filed pre-permits in Arizona’s East Valley for two dedicated, non-public charging sites stocked with next-generation V4 Superchargers. The filings mark the first visible evidence of purpose-built infrastructure exclusively for autonomous Tesla vehicles, as they state they are not for public use.
In Chandler, Tesla plans to install 56 V4 stalls on an industrial parcel along South Roosevelt Avenue. Site documents describe a high-capacity setup supported by new SRP transformers, switching cabinets, and upgrades to existing underground lines.
A second site in Mesa, located at 5349 E Main Street in another industrial zone, carries the same private-use designation. Both locations sit well away from public roads and customer traffic, ensuring the chargers serve only Tesla’s internal fleet.
The sites were spotted by Supercharger observer MarcoRP.
On the same day, Tesla also submitted a draft for another proposed location in the city of Mesa, also listed as private use.
This site is located in an industrial area on the east side of the city. pic.twitter.com/jCC1IsKKKw
— MarcoRP (@MarcoRPi1) April 17, 2026
Phoenix’s East Valley offers an ideal launchpad for Robotaxi Supercharging: the location has a clean, grid-like street layout and year-round mild weather that minimizes camera degradation. Additionally, Arizona has welcomed self-driving pilots since Waymo’s early days.
By securing private depots now, Tesla can optimize charging cycles, reduce downtime, and maintain full control over vehicle hygiene and security, critical factors for high-utilization Robotaxi operations.
The type of Supercharger is telling as well, as they are V4, Tesla’s fastest and most efficient buildout.
V4 stalls deliver faster power and support bidirectional charging, features that will let idle Robotaxis feed energy back to the grid during off-peak hours. Because the sites are closed to the public, Tesla avoids congestion, vandalism risks, and the scheduling conflicts that plague shared stations.
The timing is telling. With unsupervised Full Self-Driving hardware already rolling out across the lineup and Cybercab production targets looming, Tesla is shifting from vehicle development to ecosystem readiness.
Charging infrastructure has historically been the gating factor for ride-hailing scale; building it ahead of the vehicles signals confidence that regulatory and technical hurdles are nearing resolution.
Tesla has been spotted testing Cybercab units in Arizona over the past few months, as well.
Interestingly, the permits show V4 Superchargers in the plans, although Cybercab will likely utilize wireless charging:
Tesla Cybercab spotted with interesting charging solution, stimulating discussion
For Tesla, these Robotaxi-only Superchargers represent more than convenient parking spots. They are the first bricks in a vertically integrated autonomy platform—vehicles, energy, and software working in seamless concert.
It appears Tesla is preparing to begin building out Robotaxi-only Superchargers to avoid the congestion and keep its autonomous fleet charged up to get ride-hailers to their destinations.
Elon Musk
ARK’s SpaceX IPO Guide makes a compelling case on why $1.75T may not be the ceiling
ARK Invest breaks down six reasons SpaceX’s $1.75 trillion IPO valuation may be justified.
ARK Invest, which holds SpaceX as its largest Venture Fund position at 17% of net assets, has published a detailed investor guide to why a SpaceX IPO may be grounded in a $1.75 trillion target valuation.
The financial case starts with Starlink, SpaceX’s satellite internet constellation, which has surpassed 10 million active subscribers globally as of early 2026, with 2026 revenue projected to exceed $20 billion. ARK’s research puts the total satellite connectivity market opportunity at roughly $160 billion annually at scale, and Starlink is adding customers faster than any telecom network in history. That growth alone would justify a substantial valuation.
Additionally, ARK notes that SpaceX has reduced the cost per kilogram to orbit from roughly $15,600 in 2008 to under $1,000 today through reusable Falcon 9 hardware. A fully operational Starship targeting sub-$100 per kilogram would represent a significant cost decline and open markets that do not currently exist. SpaceX executed a staggering 165 missions in 2025 and now accounts for approximately 85% of all global orbital launches. That infrastructure position took decades to build and would be nearly impossible to replicate at comparable cost.
SpaceX officially acquires xAI, merging rockets with AI expertise
The February 2026 merger with xAI added a layer to the valuation that straightforward financial models struggle to capture. ARK argues that at sub-$100 launch costs, orbital data centers could deliver compute roughly 25% cheaper than ground-based alternatives, without power grid delays, permitting friction, or land constraints. Musk has stated a goal of deploying 100 gigawatts of AI computing capacity per year from orbit.
The $1.75 trillion figure itself is not a conventional earnings multiple. At roughly 95x trailing revenue, it prices in Starlink’s adoption curve, Starship’s cost trajectory, and the orbital compute thesis together. The public S-1 prospectus, due at least 15 days before the June roadshow, will give investors their first complete look at the financials to test those assumptions. ARK’s position is that the track record earns the benefit of the doubt. Fully reusable rockets were considered unrealistic for years. Starlink was considered financially unviable. Both happened on timelines that surprised skeptics.
Tesla bolsters App with new safety, insurance, and storage features
Tesla Robotaxi-only Superchargers are starting to appear
