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SpaceX considers Florida launch pad for both Falcon and Mars vehicle launches
Following a highly informative discussion at the ISS R&D conference, Elon Musk revealed that the updated, leaner version of SpaceX’s Mars architecture would likely have a diameter of around 9 meters.
A 9m Interplanetary Transport System, while precisely 25% smaller than the 12m diameter version revealed last year, would have to either lose the outer ring of full scale Raptor engines, or pivot to a smaller version of Raptor in order to preserve the 42 engine configuration shown at the IAC. Given Musk’s adamant and harsh judgement of the complexity of 27 Merlin 1D engines simultaneously firing on Falcon Heavy, moving to a 21 engine first stage for SpaceX’s Mars vehicle is a fair bet, so long as the full scale Raptor engine is still planned. Extremely speculative calculations based on the limited information available suggest that this smaller ITS could launch a bit less than half the payload of the original, still almost double the capability of Saturn V.
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- A Space Shuttle’s external tank makes its way through downtown Los Angeles in 2011. The ET had a diameter of 8.4m. (AP/Chris Carlson)
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- The base of SpaceX’s ITS booster, circa 2016. Current plans make it likely that the outside ring of engines will be subtracted and the vehicle made leaner. (SpaceX)
Possibly the most significant information to come out of this tweet is the implication that SpaceX and Musk are now looking to utilize current manufacturing facilities for the construction of a smaller ITS. While it adds considerable expense, the transport of a Space Shuttle’s external fuel tank through the streets of Los Angeles in 2011 sets a precedent for it being possible for SpaceX to transport a 9m vehicle from its factory in Hawthorne, CA to a nearby port. If SpaceX is able to use the same facilities it currently has for developing its Mars vehicle, it would experience immense savings compared to the cost of developing entirely new factories and testing facilities. This matches up perfectly with Musk’s repeated statement that the updated ITS is focused on improving the economic case for the vehicle and making it significantly cheaper to develop.
A 9m diameter vehicle fits in our existing factories …
— Elon Musk (@elonmusk) July 22, 2017
Possibly the most crucial keystone of this economical update relates to the launch pad or pads that will be necessary to launch a rocket as large as either ITS. An oft-overlooked feature of the current LC-39A launch pad SpaceX leases and operates in Florida is that it and its LC-39B sibling were developed with a far larger and more powerful version of Saturn V in mind, known as Nova at the time. SpaceX is well aware of this, and is also painfully aware of just how expensive the construction of launch pads can be after having to undertake deep repairs of LC-40.
Mockups of potential solutions for a dual vehicle setup at LC-39A. With this arrangement, SpaceX would be able to continue crewed and Falcon Heavy launches from the pad while conducting initial tests and launches of their ITS. (Jay Deshetler, in addition to Cameron Byers and John Archer, based on notes from KSC pad engineers)(NASASpaceflight)
Buried in a fascinating article by Chris Bergin of NASASpaceflight.com fame, Bergin has revealed that documents and rumblings behind the scenes indicate that SpaceX is seriously considering either co-launching from LC-39B or modifying LC-39A with a second launch mount. This would require considerably modifications to the venerable pad, but it would not require the costly and time-consuming construction of an entirely new launch pad. Speculative renders and mockups (above) created by the skilled forum members of NASASpaceflight demonstrate this nicely, showing the launch mount for ITS and Falcon side by side.
Combined with Musk’s past statements about this updated version of ITS, the future is looking increasingly bright for what was initially a somewhat crazy architecture. Easier transport, recycled development facilities, and co-location on an already-constructed launch pad show that SpaceX are completely serious about their ambitions for Mars and are willing to do what is necessary to get to the Moon, the Red Planet, and beyond.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
