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SpaceX’s Crew Dragon explosion investigation almost complete, says executive
Speaking at the 2019 AIAA Propulsion & Energy Forum, SpaceX Vice President of Build and Flight Reliability Hans Koenigsmann was significantly more confident that the company is just days or weeks away from wrapping up a serious Crew Dragon failure investigation.
On April 20th, flight-proven Crew Dragon capsule C201 experienced a catastrophic failure mode – largely a surprise to SpaceX – that completely destroyed the vehicle milliseconds prior to a planned static fire test. Given the obvious mortal danger such a failure would have posed to any crew aboard, SpaceX’s plans to conduct its first crewed Crew Dragon launch (Demo-2) in Q3 2019 were thrown out the window. Thankfully, Hans believes that SpaceX is just shy of concluding that investigation, “hopefully” permitting the launch of a critical abort test and Demo-2 before 2019 is out.
More specifically, Koenigsmann noted that SpaceX is currently planning to conduct a critical Crew Dragon in-flight abort (IFA) test in October or November, more or less in line with a recent report from NASASpaceflight.com that the test is targeted for November 11th, 2019. NASASpaceflight also confirmed that SpaceX still plans to fly Falcon 9 booster B1046.3 on the critical test flight, currently the only established plan to launch a thrice-flown booster, a potential first for SpaceX’s reusability program.
SpaceX’s IFA test is a continuation of the company’s suborbital Crew Dragon testing. Back in 2015, SpaceX successfully completed a pad abort test in which a low-fidelity Dragon mockup used its eight SuperDraco abort thrusters to replicate an escape from a rocket failure on the launch pad. SpaceX’s in-flight abort test will – like its namesake indicates – perform a similar test in flight, ensuring that Crew Dragon is able to safely escape from a failing Falcon 9 at Max Q, the point during launch where atmosphere-induced mechanical stress is at its peak.
In theory, demonstrating a successful pad and in-flight (Max Q) abort means that a given spacecraft is able to safely abort at all points during flight – from the pad all the way to orbit. It’s not clear if Crew Dragon is actually designed to be capable of what’s known as an “abort-to-orbit”, but the hardware is likely there if it’s needed.
On July 15th, Hans Koenigsmann and NASA Commercial Crew Program (CCP) manager Kathy Lueders went into significant detail with a preliminary Crew Dragon failure investigation update. They revealed that Crew Dragon’s April 20th explosion was traced to a likely mode, in which a “slug” of Dragon’s liquid oxidizer (nitrogen tetroxide, NTO) leaked and was subsequently smashed into a titanium valve by helium pressurized to several thousand PSI.
Said impact – effectively turning NTO into a bullet – thus created a spark in one or two ways: the titanium debris could have easily created sparks on its own, while NTO is also known to interact in violent and exotic ways with titanium under impact conditions. Either way, the fix is relatively simple (replace the valves and avoid titanium in the NTO pressurization system), but the fact that the design flaw existed in the first place serves as a much larger concern for the entirety of Crew Dragon’s joint SpaceX-NASA design and certification.
Ultimately, Hans seemed much more confident on August 19th than he was a month prior, indicating that the investigation is just shy of wrapping up. Once complete, SpaceX can complete the necessary modifications and get back on the saddle for Crew Dragon’s inaugural crewed launch and next abort test.
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Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
