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SpaceX’s first thrice-flown Cargo Dragon returns from orbit with Starship tiles intact
After a flawless reentry and splashdown on August 27th, SpaceX’s first thrice-flown Cargo Dragon spacecraft completed its latest mission, arriving in Port of Los Angeles aboard SpaceX vessel NRC Quest.
The successful completion of NASA Commercial Resupply Mission 18 (CRS-18) means that SpaceX is officially the first and only company to launch the same orbital spacecraft three times. Meanwhile, Cargo Dragon capsule C108 also happened to mark the first known orbital flight test of hardware that may be destined for use on SpaceX’s next-generation Starship launch vehicle, taking the shape of four ceramic tiles installed as part of its ablative PICA-X heat shield.
Cargo Dragon’s CRS-18 mission successfully lifted off on its way to the International Space Station (ISS) on July 25th and was berthed to the ISS roughly two days later, completed its delivery of several tons worth of cargo. During the launch webcast, one of the SpaceX hosts noted that black tiles visible on Cargo Dragon’s heat shield – distinct beside its silvery water-sealed PICA-X tiles – were prototypes of a ceramic heat shield material being analyzed for possible use on Starship.
CEO Elon Musk confirmed this after the first launch attempt was scrubbed by weather, stating that SpaceX was looking into the use of “thin [ceramic] tiles” to protect Starship’s windward (atmosphere-facing) half during orbital reentries. Prior to this development, Musk had proposed and posted videos of real-world tests of a steel Starship heat shield concept, in which extra energy could be wicked away by ‘transpiring’ liquid oxygen or methane through microscopic holes on each tile’s leading edge.
Although particular species of stainless steel do feature exceptionally high melting points and structural characteristics at ultra-high temperatures (> 1400C/2500F), some unofficial analyses of the numbers involved indicated that the density and weight of steel could rapidly hinder any benefits derived from its use as a heat shield. Musk appeared to confirm this in his July 24th comments, indicating that thin ceramic tiles on the windward side and nothing on the leeward side of Starship looked like the “lightest option”.
Indeed, ceramics were so prevalent on the Space Shuttle – the only semi-routinely reusable space plane ever developed – in large part because they can be made spectacularly light. The Shuttle’s main ceramic tiles had a density of 155 kg/m³ (9 lb/ft³), about five times denser than styrofoam or roughly the same density as freshly-fallen snow and balsa wood. Stainless steel is about 50 times denser, on average. To use Musk’s own 2017 turn-of-phrase, adding thick steel tiles to Starship’s already-steel skin was probably a bit too much like “building a box in a box”, whereas prioritizing ceramic tiles presumably cuts the shield’s mass by a factor of something like 20-100+.
Although the Shuttle did make extensive use of ceramic shielding, that shielding – specifically, reinforced carbon-carbon (RCC) tiles about as fragile as the material people are familiar with – and a mixture of organizational ineptitude infamously lead to the death 7 NASA astronauts and was generally a nightmare to deal with. SpaceX certainly won’t have to deal with the foam and solid rocket boosters that a lot of Shuttle’s ceramic problems can be traced to, but the company will likely be laser-focused on producing a form of ceramic shielding that isn’t nearly as fragile as Shuttle-derived materials.
The fact that Cargo Dragon’s ceramic Starship tile prototypes appear to be almost completely unscathed after their first orbital reentry is an excellent sign that SpaceX is making progress in the materials design and certification department, or is at least taking flight-testing extremely seriously.
SpaceX CEO Elon Musk is expected to provide an official update on Starship no earlier than late September, a presentation that will likely include details about the route the company is taking with the massive spaceship’s heat shielding.
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Tesla (NASDAQ: TSLA) will report its earnings for the second quarter of 2026 this evening after market close, and investors and analysts are waiting anxiously to see what the company will report for the second three-month span of the year.
Analysts have already put out their expectations from a financial standpoint for the company’s second quarter, but what’s unknown is what Tesla plans to discuss during the call.
Financial Expectations
Wall Street consensus expectations put Tesla’s Earnings Per Share (EPS) at $0.53, while revenues are expected to come in around $26.4 billion.
This would compare to an EPS of $0.39 and $22.19 billion compared to Tesla’s Q2 2025. Last quarter, EPS came in at $0.41 on $22.387 billion of revenue. Additionally in Q1, Tesla beat analyst expectations, but shares dropped over 3 percent the following trading day.
What We Expect
In terms of discussions, Tesla earnings are pretty sporadic and depend on a handful of things, including current events, investor questions, and more.
Tesla uses a platform called Say to field questions from investors and analysts. These questions are what will be used during the call. Here are the top 5 from the Retail side and top 3 from the Institutional side:
Retail:
“Tesla has missed short-term guidance on robotaxi 3 earnings reports in a row, from 50% coverage of USA by end of 2025 to most recently 7 new cities in 1H26. What is keeping Tesla back from accomplishing these short term goals that they’ve set for themselves?”
“What are the main constraints to expanding robotaxi operations faster, and how do you see that lining up with Cybercab production?”
“What’s the current status of Optimus Gen 3 production ramp, initial deployment in factories, and external sales timeline/volume for 2027? What tasks can we expect the Optimus to perform by end of 2027?”
“To reward long-term Tesla retail shareholders for their loyalty, can you commit to achieving at least half of the goals outlined in your 2025 compensation plan before considering any offers to acquire or merge Tesla?”
“Why has growth of robotaxi vehicles stalled? When will we see cybercab start customer rides?”
Institutional
“Previously, you’ve said Tesla would lead the R&D while SpaceX would lead production for Terafab. Can you provide an update on how that division of responsibilities is evolving, and any additional clarity on the expected capital contributions from Tesla and SpaceX?”
“For autonomous driving, Tesla’s fleet created a huge data advantage by collecting billions of real-world miles. That advantage doesn’t yet exist for Optimus. How should we think about data availability and its impact on Optimus development?”
“Why is it necessary to limit robotaxi operations within specific zones within cities to start? Will every city have to be rolled out this way?”
Tesla will report earnings for Q2 this evening with the Shareholder Deck at 4 p.m. ET, with the call starting around 5:30 p.m. ET.
Elon Musk
Elon Musk handed Grok something no other AI company can get their hands on
Elon Musk says SpaceX will feed engineering data into Grok’s next model, avoiding restricted material.
Elon Musk said Tuesday that SpaceX will feed its internal engineering data into the next major training run for Grok, the AI model now folded into SpaceX following February’s merger. In a post on X, Musk wrote that SpaceX’s “massive corpus of world-class engineering data,” excluding anything restricted under U.S. arms export law, will be added during supplemental training of what he called the “2T run,” a reference to a roughly two trillion parameter model that would nearly double the parameters behind the latest Grok 4.5 that’s rolling out.
SpaceX’s massive corpus of world-class engineering data (excluding material blocked by ITAR) will be added during supplemental training of the 2T run.
This will dramatically improve Grok’s engineering capabilities. https://t.co/BbQEViFByn
— Elon Musk (@elonmusk) July 21, 2026
The excluded material that Musk is referring to would fall under the International Traffic in Arms Regulations (ITAR), which restricts export of technical data tied to defense and space hardware. That likely rules out propulsion specifics for Merlin and Raptor engines along with guidance and control details for SpaceX’s launch vehicles, but leaves manufacturing knowledge, materials science, and Starlink hardware design on the table.
The announcement extends a pattern that has been building since SpaceX’s Nasdaq debut in June, when the company went public with Grok and xAI’s Colossus supercomputer folded into the pitch to investors.
Days after that listing, SpaceX closed its $60 billion all stock acquisition of coding startup Cursor, giving xAI both enterprise software distribution and a stream of real world developer data to train on. Grok 4.5 launched July 8 running partly on that Cursor training data, with Musk describing it as roughly comparable to Anthropic’s Opus 4.7 but faster and cheaper to run.
Feeding SpaceX’s own engineering data into the next AI model follows the same logic Musk has applied across xAI’s sister companies. Tesla supplies real world driving data and manufacturing expertise, X supplies conversational data, and now SpaceX supplies aerospace engineering data built up since 2002.
Musk did not give a release date for the upcoming AI model, referred to elsewhere as Grok 4.6. He has said the two trillion parameter run is in its final training phase and expected to wrap this week.
Tesla has extended its Bay Area ride-hailing service to include pickups and drop-offs at San Francisco International Airport (SFO). The update, shared via the company’s official channels on July 21, allows users in the region to request rides directly to and from one of California’s busiest airports.
The expansion builds on Tesla’s secured limousine permit for SFO operations. Public records show the permit became effective March 20, 2026, and remains active through January 31, 2027. Tesla vehicles operating the service now display authorized limousine permits issued by the City and County of San Francisco.
Our Bay Area rideshare service now goes to SFO ✈️
— Tesla AI (@Tesla_AI) July 21, 2026
Tesla’s ride-hailing program in California relies on Model Y vehicles equipped with Full Self-Driving (Supervised) technology. Human safety drivers remain present in compliance with state regulations, distinguishing the service from fully driverless operations.
The Bay Area geofence covers a broad area spanning north of San Francisco to south of San Jose, offering extensive connectivity across the region.
UPDATE: Elon Musk reveals why Tesla didn’t say ‘Robotaxi’ upon California launch
This SFO addition follows earlier progress at other Bay Area airports. Tesla previously expanded service to San Jose Mineta International Airport (SJC) in late 2025. The company had engaged with SFO, SJC, and Oakland International Airport officials as early as September 2025 to secure necessary approvals for passenger transport.
The service provides a new option for travelers seeking electric, app-based transportation integrated with Tesla’s ecosystem. Rides are booked through Tesla’s dedicated ride-hailing application, which handles matching, routing, and payments. Pricing follows standard ride-hailing models, with potential adjustments based on distance, time, and demand.
Tesla’s California ride-hailing program launched in July 2025 with an initial invite-only rollout in the Bay Area. It started alongside operations in Austin, Texas, marking the company’s second major U.S. market.
The Bay Area remains a primary focus in California, with service centered on high-demand corridors connecting residential, commercial, and now major transportation hubs. This latest airport integration represents a practical step in Tesla’s broader mobility ambitions within the state.
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