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SpaceX's next Crew Dragon launch is delayed but that's actually good news
NASA says that SpaceX’s next big Crew Dragon flight test has slipped a bit further into 2020, a counterintuitively positive sign that the human-rated spacecraft’s next launch is firmly scheduled for the first month of the next decade.
Known as Crew Dragon’s In-Flight Abort (IFA) test, SpaceX opted to include the mission in its Commercial Crew contract, a decision NASA chose to leave up to its providers. Boeing, for example, chose not to perform a real-world in-flight abort test of its Starliner spacecraft, instead relying on a pad abort test and digital modeling to determine the spacecraft’s capabilities. NASA allowed this flexibility because it believes – at least theoretically – that it should be possible to determine whether a spacecraft can perform the most challenging abort scenarios without actually doing full-fidelity flight tests.
Given that NASA chose to perform an extremely expensive full-fidelity in-flight abort test with its own Orion spacecraft just a few months ago, one can’t exactly say that the space agency has chosen to reap what it’s sown, but with any luck, the Starliner spacecraft will never have to perform such an abort and find out how close Boeing’s modeling is to reality.
It’s also worth noting that despite the fact SpaceX elected to perform an extra abort test that will likely destroy an entire Falcon 9 rocket, Crew Dragon development will cost NASA $2 billion (40%) less than Starliner, while each operational Crew Dragon launch will also cost some $250 million (39%) less than a comparable Starliner launch.
As of December 18th, NASA says that SpaceX’s In-Flight Abort (IFA) test has slipped a week from January 4th to January 11th, 2020. Counterintuitively, that delay is actually an extremely encouraging sign that Crew Dragon’s next launch is quite firmly set for the first month of 2020. For reference, as NASA and SpaceX approached Crew Dragon’s Demo-1 orbital launch debut earlier this year, the mission was initially set for January 17th. Around three weeks later, NASA announced that Demo-1 had slipped to no earlier than (NET) “February”. Four weeks after that delay, NASA once again announced another delay to March 2nd, which would turn out to be the day that Crew Dragon really did reach orbit for the first time.
On the other hand, IFA – Crew Dragon’s second launch – had its first firm launch date (January 4th) announced by NASA on December 6th, 2019. Less than two weeks later, NASA says that the launch date has slipped by exactly one week to January 11th, less than four weeks from today. It’s entirely possible that SpaceX’s IFA test will slip further into 2020 in the coming weeks, but compared to Crew Dragon’s Demo-1 mission, both NASA and SpaceX appear to be far more confident in the schedule for Crew Dragon’s second launch.
Regardless of when exactly it lifts off, Crew Dragon’s In-Flight Abort is going to be an extremely challenging test for the spacecraft. Designed to simulate a near-worst-case abort scenario during launch, SpaceX will essentially trick Dragon into believing that Falcon 9 has failed around a minute and a half after launch. At that point, the rocket and spacecraft will be traveling as fast as Mach 2.5 (860 m/s, 1900 mph) and experiencing what is known as Max Q, the point of peak aerodynamic stress (referring to heating, buffeting, pressure, and more).
At that exact point, Crew Dragon capsule C205 will ignite all eight of its SuperDraco abort engines, almost instantaneously producing 130,000 lbf (570 kN) of thrust to send the spacecraft almost a kilometer (0.5 mi) away from Falcon 9 in just a few seconds. If Crew Dragon survives the ordeal, it will quickly detach its trunk section, flip around to face its heat shield towards the ground, and ultimately deploy parachutes before gently landing in the Atlantic Ocean.
SpaceX plans to recover and reuse the otherwise orbit-worthy capsule on a future mission, likely one of the company’s upcoming CRS2 space station resupply launches. Finally, if everything goes exactly as planned during the In-Flight Abort test and both NASA and SpaceX see no issues with the flown hardware or data the test produces, Crew Dragon Demo-2 – the spacecraft’s first astronaut launch – could potentially be ready for flight as early as February or March 2020.
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Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
