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SpaceX’s plans for a reusable Dragon spacecraft fleet detailed by Gwynne Shotwell
President and COO Gwynne Shotwell says that SpaceX is simultaneously building a fleet of reusable, orbital Dragon spacecraft designed to support a range of NASA and commercial astronaut and cargo launches over the next 5-10 years.
Speaking shortly after SpaceX’s successful November 15th operational astronaut launch debut, also known as Crew-1, Shotwell revealed that the company is already in the process of building several more Crew and upgraded Cargo Dragon spacecraft on top of the vehicles already in the late stages of preparing for their first or second flights.
The comments ultimately confirm an unsurprising reality of the new Dragon 2 spacecraft: thanks to reusability, SpaceX intends to accomplish more than ever before with far fewer vehicles, likely saving a great deal of time and resources over the next 5-10 years.
Specifically, Shotwell revealed that SpaceX intends to build three reusable Cargo Dragon 2 capsules, one of which is already completed and in Florida preparing for its December 2nd CRS-21 launch debut. On the crew side of things, SpaceX will build “three more” Crew Dragon capsules on top of the flight-proven Demo-2 and currently orbital Crew-1 capsules. It’s unclear if this means that the new Crew Dragon capsule flown on SpaceX’s January 2020 In-Flight Abort (IFA) test will be refurbished for additional flights.
Excluding IFA Crew Dragon capsule C205, SpaceX thus intends to operate a fleet of at least three Cargo Dragon 2 and five Crew Dragon capsules, representing eight reusable spacecraft each capable of at least five orbital missions.
Reiterated by both Shotwell and director Benji Reed, the company has plans for as many as eight or more Dragon missions – including Crew-1, launched on November 15th – between now and February 2022.
“Over the next 15 months, we will fly seven Crew and Cargo Dragon missions for NASA. That means that starting with Crew-1, there will be a continuous presence of SpaceX Dragons on orbit. Starting with the cargo mission CRS-21, every time we launch a Dragon, there will be two Dragons in space – simultaneously – for extended periods of time. Truly, we are returning the United States’ capability for full launch services and we are very, very honored to be a part of that.”
Benji Reed, SpaceX – November 10th, 2020
After mirroring Reed’s seven-flight estimate for the next year or so, Shotwell later added that she had been hedging by adding a fully private Crew Dragon mission recently announced by Axiom Space and scheduled to launch no earlier than (NET) late 2021. She also hinted at the possibility of “some other fun missions which I’ll chat about later.” All told, SpaceX appears to be gearing up for an incredibly busy year and a half of three NASA Crew Dragon missions, four uncrewed Cargo Dragon launches, and even one private astronaut launch.
Indeed, official NASA planning documents confirm plans for eight Crew and Cargo Dragon launches – including Crew-1 – between November 2020 and March 2022. In other words, even excluding the possibility of Axiom’s first private Dragon launch in November or December 2021, SpaceX is already tracking towards an average of one Dragon launch every two months (or less) for the next 16 months.
To complete that extremely ambitious manifest, SpaceX and NASA will have to lean more heavily than ever before on Falcon 9 and Dragon reusability, putting to the test whether upgraded Dragon 2 capsules are dramatically more reusable than their Dragon 1 predecessors. For reference, SpaceX’s Dragon 1 capsule turnaround record was just shy of 15 months between orbital launches. To complete five CRS2 cargo launches and three or four Crew Dragon launches in 16 months, SpaceX will have to break its orbital spacecraft turnaround record at least twice, if not three or four times.
SpaceX’s next NASA astronaut launch (Crew-2) is already scheduled to crush that Dragon reuse record by as many as five months (~33%) when it launches in March 2021 – marking Demo-2 capsule C206’s second orbital mission. Meanwhile, Cargo Dragon 2’s CRS-21 launch debut is expected to fly on Falcon 9 booster B1058, making it NASA’s first orbital launch on a twice-flown and thrice-flown booster.
A new report claims that Apple is in the process of developing what would be the missing link for Tesla to get CarPlay.
Apple and Tesla have been reportedly working together for some time to give Tesla owners the opportunity to utilize CarPlay within their vehicles. While many owners are more than happy with Tesla’s in-house UI, which is seamless, effective, and smooth, some still want CarPlay, which does have its advantages.
A report from 9to5Mac now states that a new CarPlay technology that was highlighted during the Worldwide Developers Conference (WWDC) would potentially be the bridge between Tesla and Apple. With the addition of a feature known as “Route Sharing,” which gives a navigation app the ability to share routing data with the vehicle, Tesla would be able to launch CarPlay in its vehicles, the report states.
CarPlay has not been a priority for Tesla because it has done extremely well with its in-house UI, but some drivers are just used to it. Additionally, it could improve Tesla’s subpar Navigation or offer improved app capabilities, especially with iMessage.
Route Sharing is an intended addition to CarPlay’s iteration in iOS 26.4, which was released in March:
The addition of CarPlay would undoubtedly be welcome, but at the same time, it seems like Tesla realizes it is not of the utmost priority. There are so many things that Tesla is working on currently within its own vehicles, especially attempting to solve self-driving.
Back in February, Bloomberg had reported that Tesla was still working on bringing CarPlay to its vehicles, but it had not due to app compatibility issues and incredibly low adoption rates of iOS 26.
This bottleneck could buy Tesla the proper amount of time to develop CarPlay for its vehicles. It would be a welcome addition, and could be brought on with either the Summer or Fall 2026 Software Updates.
Tesla deliveries got a big boost in expectations from Wall Street firm Goldman Sachs, who believes the company will report some stronger-than-expected numbers when the second quarter comes to an end in the coming weeks.
Goldman Sachs has raised its vehicle delivery forecast for Tesla (NASDAQ: TSLA) in the second quarter of 2026, signaling growing confidence in the electric vehicle leader’s near-term momentum despite mixed market signals. Analyst Mark Delaney lifted the bank’s Q2 estimate to 420,000 units from a previous 405,000, surpassing the Visible Alpha consensus estimate of 400,000.
The upward revision stems from stronger-than-expected sales data across key regions. Europe stands out with projected year-over-year growth of 85-90 percent, driven by robust demand for Tesla’s Model Y and refreshed offerings. China posted high single-digit gains, while markets like South Korea and Australia also contributed positive momentum. These gains help offset mid-teens declines in U.S. deliveries through May, where broader EV market headwinds and competition persist.
Goldman extended its optimism to the full year, increasing its 2026 delivery projection to 1.73 million vehicles from 1.72 million. Longer-term forecasts remain unchanged, with 1.88 million units expected in 2027 and 1.96 million in 2028. The bank also nudged its 2026 earnings-per-share estimate higher to $1.35 from $1.30, reflecting anticipated margin benefits from higher volumes and operational efficiencies.
Despite these positive adjustments, Goldman maintained its Neutral rating and $375 price target on Tesla shares. At current trading levels near $411, the stock sits about 8-9 percent above the target, highlighting ongoing valuation concerns even as delivery momentum builds. Tesla’s Q1 2026 deliveries totaled 358,023 units, setting a baseline for recovery expectations in the current period.
This update arrives as Tesla prepares to report official Q2 figures shortly after June 30. Investors and analysts will closely watch not only headline delivery numbers but also regional breakdowns, average selling prices, and progress on energy storage deployments and autonomous technology initiatives.
The move by Goldman Sachs underscores a broader narrative for Tesla: while legacy auto markets face softening demand and tariff uncertainties, Tesla’s global footprint and product pipeline provide resilience. Europe’s surge reflects pent-up demand and policy support for EVs, while China’s steady growth highlights Tesla’s competitive positioning against local rivals.
Tesla still has its work cut out for it, including U.S. price sensitivity and intensifying competition. Yet Goldman’s revision adds to a series of analyst notes suggesting Q2 could mark a turning point. As Tesla pushes toward higher production rates at facilities in Fremont, Shanghai, and Berlin, sustained execution will be key to validating these higher forecasts.
We have said numerous times that deliveries are becoming a less important metric in the grand scheme of things, as AI truly takes precedence in the company’s thesis.
For Tesla bulls, the Goldman note reinforces faith in underlying demand trends. For skeptics, the unchanged rating serves as a reminder that delivery beats alone may not immediately resolve valuation debates in a high-interest-rate environment. Tesla’s stock reaction will likely hinge on the official numbers and management commentary in the coming weeks.
SpaceX has exercised its option to acquire Cursor, the innovative AI coding company, in an all-stock transaction valued at $60 billion. The deal, announced on June 16, marks a significant step in SpaceX’s expansion into advanced artificial intelligence, building on months of close collaboration between the companies.
Cursor, officially operated by Anysphere, Inc., is an AI-native code editor and coding agent designed to transform software development. Founded in 2022 by a group of MIT graduates in San Francisco, Cursor builds on the familiar foundation of Visual Studio Code but integrates powerful AI capabilities directly into the core experience.
Unlike traditional code editors or simple extensions, Cursor functions as a full “coding agent” that turns natural-language instructions into actionable code.
SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models.
For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon.… https://t.co/X5mepgXgjJ
— SpaceX (@SpaceX) June 16, 2026
Developers interact with Cursor through features like its Composer agent, which can search entire codebases, edit multiple files, run terminal commands, debug issues, and complete complex multi-step programming tasks autonomously.
Users describe high-level goals, such as “build a scalable API endpoint with authentication,” and the AI plans, implements, tests, and refines the solution while the human oversees decisions. Additional tools include advanced autocomplete (Tab), context-aware chat, and infrastructure for handling billions of daily requests.
The platform has gained considerable traction, surpassing $3 billion in annual recurring revenue by early 2026 and earning adoption by over half of the Fortune 500 companies. Its agentic approach accelerates development dramatically, allowing engineers to focus on architecture and creativity rather than repetitive coding.
The acquisition integrates Cursor’s leading product, expert team of roughly 300 engineers, and distribution network among top software developers with SpaceX’s unparalleled computational resources. SpaceX’s Colossus supercomputer, equivalent to a million H100 GPUs, has already powered joint training of next-generation models. These models are expected to launch soon within Cursor and SpaceX’s Grok Build environment.
This combination positions SpaceX to develop the world’s most capable AI systems for coding and knowledge work. Access to Cursor’s real-world usage data from millions of professional developers provides unparalleled feedback loops for model improvement. Training on Colossus enables rapid iteration on massive datasets, potentially creating AI that outperforms current leaders in reliability, context handling, and complex reasoning.
For SpaceX, the benefits extend far beyond software tools. Rocket engineering, satellite constellation management, autonomous flight systems, and Starship development involve millions of lines of highly specialized, safety-critical code.
Cursor’s AI agents, supercharged by proprietary models trained on SpaceX’s domain expertise, could slash development timelines, reduce errors, and enable faster innovation cycles. This vertical integration of AI tooling strengthens SpaceX’s competitive edge in both aerospace and the broader AI race, complementing its xAI initiatives.
The deal reflects the exploding value of AI-native developer platforms. By owning Cursor outright, SpaceX secures a strategic talent pool and product pipeline that will accelerate internal projects while potentially offering enhanced tools to the wider engineering community. As AI continues reshaping software creation, this acquisition underscores SpaceX’s commitment to leveraging cutting-edge technology for ambitious goals, from Mars colonization to global connectivity.
Apple is developing the missing link for Tesla to get CarPlay: report
Tesla deliveries get a big boost in expectations from Wall Street
