News
SpaceX, NASA already planning its next astronaut mission following historic launch
SpaceX’s first launch of Crew Dragon with astronauts on board may have to wait a few more days to get off the ground, but that doesn’t mean that the company isn’t already looking forward to the future. Following Demo-2, and if all goes as planned, NASA is expected to certify the Crew Dragon spacecraft for regular flights to and from the space station.
At that time, SpaceX and NASA will start nailing down the details for its next crewed mission. Each Dragon spacecraft is certified to stay on orbit for no more than 120 days, so they have to time everything carefully. That’s why the length of Demo-2 is uncertain — it all depends on when the next spacecraft will be ready.
That could happen sooner rather than later. NASA administrator, Jim Bridenstine, explained during a pre-launch briefing that the next flight of the Crew Dragon could fly as soon as August 30. That flight, called Crew-1, would see the Dragon carry four astronauts to the space station for a six-month stay. On board will be three NASA astronauts — Mike Hopkins, Victor Glover, and Shannon Walker — who will be joined by Japanese astronaut Soichi Noguchi.
However, before they can fly, the Demo-2 crew of Doug Hurley and Bob Behnken are putting the Dragon through its paces. It’s their job to test out the craft’s various systems on this final test flight. Crew Dragon has already made one successful flight to the space station, but that was without a crew on board. When it flies this next time, Bob and Doug will not only test out manual controls of the Dragon’s flight systems, but also the craft’s ECLISS (or environmental control and life support system).
Bridenstine stresses that Demo-2 is a test flight. The mission is designed to test the vehicle, land it safely, and prepare to regularly launch crew. To that end, there will be several weeks in between the Demo-2 flight and the launch of Crew-1. This will allow SpaceX and NASA to inspect and certify the Dragon.
“They can be there probably until early August,” Bridenstine said, referring to the Demo-2 mission. “If we have a good window to come home and they are not necessary on the International Space Station, we will be taking it.”
“The goal is to get them to the International Space Station, test the systems and get them home,” he added. “If they can do more work than that while on the ISS, certainly that’s OK. But this is a test flight.”
Behnken and Hurley will be joining fellow NASA astronaut Chris Cassidy on station. Cassidy, along with two Russian cosmonauts, launched to the station in April. They’ve been serving as a skeleton crew, so the addition of two more astronauts will be welcomed.
SpaceX snagged a $2.6 billion contract in 2014, to fly six operational crewed missions for NASA. For nearly a decade now, NASA has been forced to rely on Russia as the sole means of transporting astronauts to and from the orbital outpost. This arrangement is expensive, with seats now costing NASA approximately $90 million each.
Once Crew Dragon is fully operational, NASA hopes to end its payments to Russia. It would lie to establish a barter system for seats instead. NASA is hopeful that the Russians will want to fly on the Dragon and are wanting to trade seats with the Russians in the near future.
That arrangement would see U.S. astronauts continue to fly on Soyuz spacecrafts as well as Russian cosmonauts fly on U.S. spacecraft with no money being exchanged. Russian officials have said they would be open to putting cosmonauts on U.S. vehicles after they’ve been fully certified.
Russia as well as many international partners participated in the Dragon’s readiness review process along with NASA. The Dragon passed both its flight readiness review and launch readiness reviews with flying colors. Right now, the only thing standing in its way is launch weather.
Currently, NASA and SpaceX are targeting Saturday, May 30 at 3:22 p.m. for liftoff.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
