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SpaceX’s first crewed NASA launches remain on schedule for 2018
Plenty of work lies ahead of both companies, but progress abounds
Amidst a seemingly relaxed July for SpaceX, the company has been working intently with NASA to prepare for its first Commercial Crew mission in as few as seven months. NASA’s combination of strict technical requirements and partial flexibility with the famously fast-moving aerospace company have resulted in a collaborative environment that Elon Musk recently deemed beneficial to the company.
As NASA works with the company to ensure that Dragon 2 is as safe as realistically possible, SpaceX has begun several rounds of advanced testing and training. NASA astronauts are in the process of learning how to operate Dragon 2, and a near-production version of the vehicle’s control software and hardware has been integrated to allow for accurate simulations as practice. Meanwhile, Department of Defense personnel that will be tasked with recovering Dragons and crew from the ocean have begun developing those procedures with a mockup capsule.
- DoD personnel began initial recovery procedure development in July. (SpaceX)
- NASA astronauts utilizing the Dragon 2 simulator as they practice for the first crewed launch in June 2018. (SpaceX)
- A look inside Crew Dragon’s bare crew compartment. (SpaceX)
At SpaceX’s Hawthorne manufacturing facilities, four separate Crew Dragons are in different states of assembly. While one of those vehicles is intended solely for qualification testing, the three remaining Dragons will respectively launch into low Earth orbit throughout the course of 2018, assuming schedules remain firm. Structural testing and verification of the qualification Dragon was completed as of July 24th, and the first flightworthy Dragon has undergone testing of its pressure vessel to ensure that there are no leaks.
Looking forward to launching @NASA astronauts to the International Space Station next year!https://t.co/qoLtTEP4L8
— Elon Musk (@elonmusk) August 3, 2017
Deemed Demo-1 in relation to the first flight of Dragon being Demonstration Flight 1, SpaceX workers are almost ready to integrate the service section and pressure vessel compartments. The pressure vessel is better known as the crew compartment, while the service section is where all the necessary flight and life support systems are contained. Dragon’s “claw” – used to grab hold of the ISS upon docking – and engines have also passed qualification tests.

Different parts of the Demo-1 Dragon in Hawthorne. The crew compartment or pressure vessel can be seen on the left, while the heat shield is front and center. A second and possibly third Crew Dragon pressure vessel can be seen in the background. (SpaceX)
Possibly the most exciting of all, SpaceX has conducted the first pressurized tests of its in-house space suits with NASA crew members. While non-insiders have yet to catch a glimpse of the company’s suits, those lucky enough to have stolen a glance have indicated that they look awesome. As the company progresses to actual vacuum testing of the suits, fans can likely look forward to a reveal. While we don’t yet have a view of SpaceX suits, the July 24th Commercial Crew update did provide the first public photos of SpaceX’s crew access arm, set to be installed at the LC-39A launch pad later this year.
- NASA astronauts check out SpaceX’s recently-completed crew access arm. (SpaceX)
- Whether or not you can parse NASA’s infamous acronym and jargon-heavy language, it’s clear that SpaceX has a considerable amount of work ahead to make their February 2018 deadline. (NASA)
- For those with extreme willpower, a close study of this graphic provides a good idea of where both SpaceX and Boeing are as they head to first CCP launches. (NASA)
Aside from an array of milestones ahead for the company, the only major tasks yet to be finished are design finalization for Crew Dragon’s seat mechanisms and control displays. SpaceX’s Demonstration 1 and 2 launch dates of February and June 2018 respectively remain steady as of this late-July update. Delays are always possible and even likely, but chances are good that SpaceX will be ready to conduct the first launch of crew to the ISS before the end of next year.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Investor's Corner
Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026






