News
SpaceX has no plans to reuse Crew Dragon spaceships on NASA astronaut launches
According to program manager Kathy Lueders, SpaceX has chosen against reusing its upgraded Crew Dragon spaceships on NASA Commerical Crew Program (CCP) launches, even though NASA itself explicitly provided both CCP providers (Boeing and SpaceX) the option to propose reflights of crew capsules.
In fact, Boeing did just that with their CST-100 Starliner spacecraft, proposing to land Starliners on land (using airbags) and reuse the capsules repeatedly, up to 10 times each. While there is next to no official information on the matter, the question of what SpaceX is planning to do with its flight-proven Crew Dragon spacecraft is well worth puzzling over.
The Crew Dragon capsule for the SpaceX DM-1 mission will be launch ready by the end of September. pic.twitter.com/xsGw9fWkUG
— Michael Baylor (@MichaelBaylor_) August 27, 2018
The future of flight-proven Dragon 2s
Speaking at the most recent (August 27) NASA Advisory Council meeting, Lueders specifically stated that SpaceX had proposed “a new vehicle every time for [NASA]”, although NASA specifically provided the option for either new or reflown hardware, similar to Commercial Cargo where SpaceX already routinely reflies both Falcon 9s and Cargo Dragons on official NASA resupply missions.
The fact that SpaceX already routinely reuses Cargo Dragons – and even does so atop flight-proven Falcon 9 rocket boosters – adds additional intrigue to this seemingly odd decision. However, in the context of other near-term plans for other Dragon-related activities, SpaceX’s choice to not (at least in the near-term) refly Crew Dragon capsules for crewed NASA launches makes more than a little sense.
-
- DM-1 seen conducting acoustic testing in Ohio. (SpaceX)
-
- Falcon 9 B1051, DM-1’s rocket of choice, seen during construction in SpaceX’s Hawthorne factory. (SpaceX)
-
- (SpaceX)
-
- (SpaceX)
The single most obvious explanation can be found in SpaceX’s next Commercial Resupply Services contract (CRS-2), a similar follow-up to the CRS-1 contract SpaceX is currently launching Cargo Dragons under. Although SpaceX offered its Dragon 1 (already flying) as an option, NASA sided with Dragon 2 thanks to a number of unique and valuable capabilities offered by the upgraded craft. While no official detail has been released by NASA on the gritty specifics of those CRS-2 contracts, an April 2018 report from the Office of the Inspector General (OIG) offers a bit more insight into SpaceX’s plans.
Although the OIG report in question never specifically states it, some of the language used to describe Dragon 2’s cargo configuration does seem to imply that Cargo Dragon 2s will predominately (if not exclusively) be derived as slightly-modified Crew Dragon capsules, seemingly indicating that SpaceX’s CRS-2 missions may only ever launch flight-proven Crew Dragon capsules. Depending on the extent of the disassembly required to remove the components described below, all other “modifications” are essentially one-and-done after the software and additional designs are completed. As such, it should be relatively straightforward to modify the vehicles between Crew and Cargo configurations.
-
- An overview of the expected modifications needed to turn a Crew Dragon into a Cargo Dragon 2. (NASA OIG)
This strategy would make a lot of sense: by using its Commercial Crew contract as a means to fund the construction of brand new Crew Dragon capsules and Falcon 9 rockets and then using those once flight-proven rockets and spacecraft for other NASA cargo launches, general commercial missions, and maybe even low Earth orbit tourism, SpaceX can likely extract as much value and utility as possible from that hardware.
Despite the fact that NASA in this situation would effectively be carrying a significant portion of SpaceX’s non-BFR production-related capital expenditure, the company’s CRS-2 and Commercial Crew contracts place its cargo and crew launch costs far below those of competitors Boeing, Orbital ATK (now Northrop Grumman Innovation Systems), and Sierra Nevada. Overall, SpaceX’s launch costs to NASA range anywhere from 40-75% less than its three competitors’ best offerings, essentially invalidating any nitpicking over slight cost increases from CRS-1 to CRS-2.
Even if SpaceX never ends up reusing Crew Dragons on crewed NASA launches, NASA is still likely to benefit from lower costs derived by the partial modification and reuse of those same capsules and Falcon 9 boosters on CRS-2 cargo resupply missions.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
