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SpaceX aces fifth astronaut launch in a year and half
Less than 18 months after its first crewed launch, SpaceX’s Crew Dragon spacecraft and Falcon 9 rocket have successfully completed their fifth astronaut launch, sending a crew of four on their way to the International Space Station (ISS).
After ~10 days of weather and sequencing delays and two days after Crew-2 astronauts returned to Earth in a separate Dragon, once-flown Falcon 9 booster B1067 and new Crew Dragon capsule C210 (christened Endeavour) lifted off at 9:03pm EST on Wednesday, November 10th with four Crew-3 astronauts aboard.
For NASA astronauts Raja Chari, Thomas Marshburn, and Kayla Barron, and ESA astronaut Matthias Maurer, the launch is just the beginning of a more than six-month stint in low Earth orbit. When they arrive at the ISS around 7pm EST, November 11th, they’ll join one other NASA astronaut and two Russian cosmonauts – temporarily left for three days as a bit of a skeleton crew after Crew-2’s departure. Nominally, Crew-3 would have launched before Crew-2 to allow a true on-orbit hand-off with zero interruption, but poor weather ultimately led NASA to flip the order of operations at the last minute.
With just a few days to prepare, SpaceX and NASA managed to make that significant change happen and Crew-2 returned around 10pm EST on November 8th. Less than two days later, thanks to a near-perfect recovery, Crew-3 lifted off and is now in orbit and on the way to the ISS. SpaceX’s 24th launch of the year, Crew-3 is also its fifth astronaut launch since Demo-2, which saw the company launch its first crewed test flight – carrying two NASA astronauts – on May 30th, 2020.
Relative to other crewed spacecraft, completing the first five astronaut launches in less than a year and a half is no small feat. Crew Dragon is by no means the fastest to reach that five-flight milestone and is actually middle of the pack but a simple list of names and numbers belies the fact that every other spacecraft on that list was developed by a government agency with far more power over their budgets. Crew Dragon’s development, on the other hand, was funded and overseen by NASA but it was fully managed, designed, and built by private company SpaceX under a fixed-price contract.
Spacecraft Time to 5 Crewed Flights Gemini 267d | 8 months 22 days Apollo CSM 278d | 9 months 5 days Soyuz 7K 351d | 11 months 16 days Soyuz MS 386d | 12 months 21 days Mercury 516d | 16 months 28 days Crew Dragon 529d | 17 months 11 days Soyuz TM 571d | 18 months 24 days Shuttle 578d | 18 months 30 days Soyuz TMA-M 646d | 21 months 7 days Soyuz TMA 715d | 23 months 14 days Soyuz T 749d | 24 months 19 days Vostok 793d | 26 months 2 days Shenzhou 3542d | 116 months 11 days
SpaceX is also on track to launch Axiom-1 (the first all-private astronaut mission to the ISS) and Crew-4 – Dragon’s sixth and seventh astronaut launches – before the second anniversary of Demo-2. Of those seven scheduled launches, four will have been completed for NASA in less than 18 months – a launch cadence the space agency never expected its Commercial Crew Program partners would need to support. However, partner Boeing has unfortunately mismanaged its Starliner spacecraft development, causing multiple in-flight anomalies and ultimately incurring years of delays. Originally scheduled to perform its equivalent of Dragon’s Demo-2 test flight (CFT) in 2020, Starliner’s first crewed launch is now highly unlikely to occur before 2023.
As a result, NASA has been forced to lean entirely on SpaceX and SpaceX has had to pick up the slack and rapidly learn how to operate Crew Dragon at twice its planned cadence. Thankfully, despite the fact that Crew Dragon will ultimately cost NASA ~40% and $2 billion less than Starliner, SpaceX has more than managed to rise to the challenge and ensure that NASA has had uninterrupted access to the ISS since November 2020. Crew-3 continues that uninterrupted access – a service that Crew Dragon and SpaceX alone are now likely to provide until at least early to mid-2023.
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“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. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, 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 buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
