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SpaceX’s first crewed NASA launches remain on schedule for 2018

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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.

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.

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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.

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.

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Analyst: Elon Musk’s $1 trillion Tesla pay deal modest against robot market potential

Jonas highlighted Tesla’s longer-term ambitions in robotics as a key factor in his assessment.

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Credit: Tesla

Morgan Stanley analyst Adam Jonas, one of Wall Street’s most ardent Tesla (NASDAQ:TSLA) bulls today, has described Elon Musk’s newly proposed $1 trillion performance-based compensation package as a “good deal” for investors. 

In a note shared this week, Jonas argued that the package helps align the interests of Musk and Tesla’s minority shareholders, despite its shockingly high headline number.

Future market opportunities

Jonas highlighted Tesla’s longer-term ambitions in robotics as a key factor in his assessment. “Yes, a trillion bucks is a big number, but (it) is rather modest compared to the size of the market opportunity,” Jonas wrote. He added that the humanoid robot market could ultimately surpass the size of today’s global labor market “by a significant multiple.”

“We have entertained scenarios where the humanoid robot market can exceed the size of today’s global labor market… by a significant multiple,” Jonas wrote, as shared on X by Tesla watcher Sawyer Merritt.

The analyst likened the arrival of AI-powered robotics to the transformative effect of electricity, noting that “contemplating future global GDP before AI robots is like contemplating global GDP before electricity.” The Morgan Stanley analyst’s insights align with the idea that as much as 80% of Tesla’s future valuation could be tied to its Optimus humanoid robot program.

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Elon Musk’s pay package

Tesla’s board has tied Elon Musk’s proposed compensation package to some of the most ambitious targets in corporate history. The 2025 CEO Performance Award requires the automaker’s valuation to soar from roughly $1.1 trillion today to $8.5 trillion over the next decade, a level that would make Tesla the most valuable company in existence.

The plan also demands a leap in Tesla’s operating profit, from $17 billion in 2024 to $400 billion annually. It also ties the CEO’s compensation to a number of product milestones, including the delivery of 20 million vehicles in total, 10 million active Full Self-Driving subscriptions, 1 million Tesla Bots, and 1 million Robotaxis in operation. Tesla’s board emphasized that Musk’s leadership was fundamental to achieving such ambitious goals, with Chair Robyn Denholm noting the award would align the CEO’s incentives with long-term shareholder value.

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Tesla China posts strongest registrations of Q3 so far with first Model Y L deliveries

Tesla posted 14,300 insurance registrations in China during the week of September 1–7.

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Credit: Tesla China

Tesla posted 14,300 insurance registrations in China during the week of September 1–7, a 14.4% increase from the previous week’s 12,500 units. 

The figure marks Tesla’s highest weekly performance so far this quarter so far, despite the company’s year-over-year figures still being below 2024’s numbers.

Weekly registrations

The week’s registrations broke down to 5,000 Model 3s and 8,400 Model Ys, including the first 900 units of the newly launched Model Y L variant, as per estimates from industry watchers. On a quarterly basis, Tesla China is tracking 41.3% growth compared to the previous quarter, which bodes well for the company’s results this Q3 2025.

For the month of August, Tesla sold 57,152 vehicles in China, down 9.93% from the same period in 2024 but up 40.7% from July’s 40,617 units, according to the China Passenger Car Association (CPCA). Year-to-date, Tesla’s China sales are 7.2% lower compared to the previous year.

Model Y L first deliveries

The week ending September 7 was the first week that included the newly released Model Y L, a six-seat extended wheelbase version of the company’s best-selling all-electric crossover. Industry watchers estimate that last week, the first 900 units of the Model Y L have been registered, though this number is expected to increase in the coming weeks as deliveries of the vehicle hit their pace.

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Citing information from a Tesla store in Beijing, Chinese media outlet Cailianshe stated that the Model Y L has been seeing a lot of interest among car buyers. “(The Model Y L) is selling very well. Since its launch, 120,000 orders have been received, with nearly 10,000 orders placed every day. The first batch of customers began receiving deliveries in the past two days,” a Tesla representative stated.

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Tesla launches MultiPass to simplify charging at non-Tesla stations

With the new service, Tesla owners can activate charging either through the Tesla app or by using their existing Tesla key card.

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tesla nacs charger
(Credit: Tesla)

Tesla has introduced MultiPass, a new feature that allows owners to use their Tesla account to charge at non-Tesla charging stations. 

The service launched this week in the Netherlands, giving drivers the ability to find chargers, start sessions, and view charging history directly within the Tesla app.

Streamlining third-party charging

With MultiPass, Tesla owners can activate charging either through the Tesla app or by using their existing Tesla key card. This eliminates the need for separate accounts or additional cards from third-party networks. Tesla Charging highlighted the convenience of managing charging sessions in one location in a post on X, while Max de Zegher, Tesla’s Director of Charging for North America, emphasized that the update removes unnecessary friction.

“Nobody likes creating more accounts with payment details and passwords. For charging, this can even mean needing a third-party charging card mailed to your house. Starting in the Netherlands today, your Tesla App and your existing (!) Tesla keycard can start charging at third-party chargers. We’ll expand this to more countries quickly if customers love it. To make ownership effortless, the Tesla App should really be the only thing you need,” the Tesla executive wrote in a post on X.

Third-party payments and a familiar name

Tesla owners could pay for their third-party charging session with their Tesla accounts, as per the electric vehicle maker on its official website. Payments are drafted from users’ default payment method in the Tesla App, though charging costs will still vary depending on the third-party charger that is used.

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Interestingly, the MultiPass name also echoes a pop culture reference. In the 1997 sci-fi film The Fifth Element, Leeloo Dallas-505 carried a futuristic “Multipass” smart card that functioned as her ID, passport, and ticket to space travel. Her accented repetition of “Multipass!” became one of the film’s most memorable lines, and it highlighted the card’s all-in-one convenience.

Tesla has not provided a timeline for Multipass’ U.S. rollout, though the service could become an important addition to the growing but often fragmented landscape of DC fast charging.

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