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SpaceX considers second Crew Dragon launch pad to reduce risk from Starship
Reuters reports that SpaceX has proposed modifying a second Florida launch pad to support Crew Dragon missions after NASA raised concerns about the threat posed by plans to launch Starship out of the only pad currently certified for Dragon.
After more than a year of downtime, SpaceX restarted the construction of an orbital Starship launch site at NASA’s Kennedy Space Center LC-39A pad in late 2021. SpaceX has leased Pad 39A since 2014 and conducted 49 Falcon rocket launches out of the facility since its first use in 2017. Prior to SpaceX’s lease, Pad 39A supported 82 Space Shuttle launches from 1981 to 2011 and every Apollo Program launch to the Moon in the 1960s and 1970s, making it one of the most storied and well-used launch sites in the history of US spaceflight.
In 2018, Pad 39A began supporting launches of SpaceX’s Falcon Heavy, which was and still is the most powerful and capable rocket currently in operation. In May 2020, a Falcon 9 rocket and Crew Dragon spacecraft lifted off with two NASA astronauts in tow, marking SpaceX’s first human spaceflight and the United States’ first domestic astronaut launch of any kind since 2011. The next era of the historic pad could include Starship, a fully-reusable two-stage rocket that SpaceX has been developing in earnest since the mid-2010s. However, NASA is worried that a failure of that immense and unproven rocket could almost instantly destroy what is currently the only launch pad on Earth capable of launching the space agency’s astronauts to the International Space Station (ISS).
One certainly can’t blame NASA for worrying. In its latest iteration, SpaceX’s Starship 39A launch mount will sit roughly 1000 feet (~300m) East of Pad 39A’s existing Falcon launch facilities, which include a tower and arm that are needed for astronauts and cargo to access and board Crew and Cargo Dragons. The Starship mount is also around 1600 feet (~500m) northeast of Pad 39A’s lone horizontal integration hangar, without which Falcon launch operations would become far more difficult or even impossible.
For the Falcon pad and tower, there is a slight consolation: Starship’s own skyscraper-sized launch tower will be located directly between those Falcon facilities and Starship before and during launches and could partially protect them from any hypothetical blast. The hangar will be fully unprotected, however.
NASA is worried that if a Starship fails before or shortly after launch and explodes at or near its adjacent launch mount, it could destroy or damage the infrastructure the space agency and SpaceX need to launch Crew Dragon to the International Space Station (ISS). At the moment, Boeing – NASA’s second Commercial Crew partner – is likely a year or more away from its first operational astronaut launch, during which Falcon 9 and Crew Dragon will remain a single point of failure that could theoretically sever the space agency’s connection to its own space station at any moment.
In response to NASA’s concern, NASA executive Kathy Lueders – in an interview with Reuters – says that SpaceX has begun working with the agency on plans to both “harden” Pad 39A and modify its Cape Canaveral Space Force Station (CCSFS) LC-40 pad to support Dragon launches. According to Reuters, however, receiving approval to put those plans into action “could take months.” Depending on how significant the facilities LC-40 would need are, there’s also a chance that SpaceX would need to complete a new FAA environmental review to construct a crew access tower.
Meanwhile, Pad 39A is also the only launch pad in the world capable of supporting Falcon Heavy, which has also become an extremely important rocket for uncrewed NASA spacecraft launches, NASA’s plans to get cargo to its lunar Gateway space station, and to the US military. Modifying one of SpaceX’s other pads to support Falcon Heavy would likely be even harder and take even longer than adding Crew Dragon capabilities to LC-40. In both cases, it’s likely that NASA and the US military would strongly prefer – if they don’t eventually outright require – that SpaceX have backup options already constructed and ready to go before risking the destruction of Pad 39A with its first Starship launch.
39A’s Starship facilities could easily require another 6-12 months of work before they’ll be ready for launch, however, leaving a good amount of time for SpaceX to alleviate the concerns of its US government customers before they might actually start to disrupt plans for East Coast Starship launches.
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
