News
SpaceX ready to begin training astronauts for first private spacewalk
Two members of the “Polaris Program” say that SpaceX could begin training private astronauts for the first private spacewalk in spaceflight history as early as May or June 2022.
Revealed earlier this year, the Polaris Program is a sort of hybridization of orbital spaceflight tourism and technology development and has one primary goal: to “rapidly advance human spaceflight capabilities.” Created in partnership with SpaceX by billionaire and Shift4 Payments founder Jared Isaacman, who also funded and flew on SpaceX’s first private Crew Dragon launch, Polaris aims to pick up where Inspiration4 left off last year.
While it will still be affiliated with and seek to help St. Jude Children’s Research Hospital, the Polaris Program will focus on the development of several crucial technologies that SpaceX will need to accomplish its ultimate goal of spreading humanity throughout our solar system.
One of those crucial technologies is a cheap, reliable, and easy-to-use spacesuit that will allow future SpaceX astronauts to work outside of the safety of their spacecraft in the vacuum of space, and, one day, walk on the surfaces of other planets and moons. For Crew Dragon, SpaceX has already developed an ‘intra-vehicular activity’ or IVA pressure suit that all Dragon astronauts must wear during mission-critical maneuvers. In the event of capsule depressurization, the suits would be able to keep Dragon astronauts alive inside the capsule for at least a few days, supplying them with clean air and maintaining enough pressure to avoid altitude sickness (or worse).
However, because IVA suits generally prioritize unpressurized mobility, the astronauts inside them can do very little when the suits are fully pressurized. At sea level, every person on Earth is subjected to standard atmospheric pressure, which amounts to about 101 kilopascals or 14.5 pounds per square inch. In a spacesuit, the suit itself must maintain a pocket of air at similar pressures, ultimately meaning that the outer skin of a suit must resist the same force. To put that into context, even operating at the absolute minimum pressures that humans can realistically tolerate and use (4-6 psi), simply moving one’s arm in an IVA suit could require hundreds of pounds or kilograms of force.
Even in NASA’s aging extra-vehicular activity (EVA) spacesuits, which feature mechanical joints and other upgrades meant to make movement and life easier inside them, spacewalks are one of the most brutal and exhausting physical activities conceivable, requiring extraordinary levels of near-constant exertion for hours on end. According to comments made to Spaceflight Now by Jared Isaacman and by pilot Scott Poteet in an interview covered by AmericaSpace, SpaceX’s first EVA suit will be quite basic. To some extent, they will be heavily modified versions of SpaceX’s existing IVA suit design, but with much more advanced thermal management, an improved helmet/visor, and – most importantly – the addition of a number of mechanized joints.
As was the case with early NASA EVA suits developed in the 1960s, SpaceX’s first EVA suits will receive consumables, power, and communications through cables (tethers) that connect to Dragon’s life support. It will take SpaceX some time to develop a miniaturized, portable life support system as safe and capable as the packs used on NASA’s EVA suits. A tethered EVA suit will still allow SpaceX or private astronauts to perform EVAs and work on or inspect the exterior of their Crew Dragon or Starship spacecraft – capabilities that could save lives in certain emergency scenarios. SpaceX’s first priority, then, will be to make sure that the basics work well in space and that the suits actually allow astronauts to perform tasks that require good finger and limb dexterity without immediately exhausting themselves.
“You’re adding lots of redundancies in the suit that don’t exist today, since it’s more last line of defense,” Isaacman said, referring to the differences between SpaceX’s current suit and the new extravehicular spacesuit. “You have a new visor, new seals, then mobility, joints everywhere for increased mobility and dexterity in the fingers and such. I think, visually, it will be more along the lines of what it currently looks like, but very much like a new suit.”
Spaceflight Now – May 10th, 2022
The first of up to three Polaris missions – Polaris Dawn – is currently scheduled to launch as early as November 2022. All four private astronauts – made up of two Polaris employees and two SpaceX employees – will wear the new EVA suits in place of their usual IVA suits, while only two members of the crew will ultimately attempt to exit the capsule and perform a single EVA that could last roughly 30-90 minutes. To do so, the entire Dragon will be depressurized and one of two hatches opened will be opened, while the the other two EVA-suited astronauts will simply remain in their seats. Regardless of the outcome, it will be the first private spacewalk in the history of spaceflight.
The astronauts training to prepare for Polaris Dawn will focus heavily on the EVA, offering either the two chosen crew members or all four candidates an opportunity to experience deep-sea diving and test EVA suits both underwater and inside a Dragon capsule simulator.
Beyond supporting SpaceX’s EVA spacesuit development, Polaris Dawn’s crew will also conduct a range of science experiments, attempt to connect to high-speed internet in orbit through Starlink laser links, and even try to break the record for the highest Earth orbit reached by a crewed spacecraft (1400 km / 870 mi).
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
