News
Boeing Starliner abort test (mostly) a success as SpaceX nears Crew Dragon static fire
On November 4th, Boeing completed a crucial pad abort test of its reusable Starliner spacecraft, successful in spite of an unintentional partial failure of its parachute recovery system. Three days later, Boeing revealed what it believed to be the cause of that anomaly in a November 7th press conference.
Meanwhile, SpaceX – having completed Crew Dragon’s pad abort test in 2015 – is preparing for an equally important In-Flight Abort (IFA) test and is perhaps just a day or two away from static firing the Crew Dragon capsule assigned to the test flight.
According to a NASA press release after the test, it “was designed to verify [that] each of Starliner’s systems will function not only separately, but in concert, to protect astronauts by carrying them safely away from the launch pad in the unlikely event of an emergency prior to liftoff.” Although the test wasn’t without flaws, the pad abort test successfully demonstrated the ability of the four launch abort engines and control thrusters to safely extricate astronauts from a failing rocket.
Those theoretical astronauts would have almost certainly survived the ordeal unharmed despite the failed deployment of one of Starliner’s three main parachutes, testing the spacecraft’s abort capabilities and redundancy quite a bit more thoroughly than Boeing intended. To put it bluntly, Boeing’s above tweet and PR claim that the failed deployment of 1/3 parachutes is “acceptable for the test parameters and crew safety” is an aggressive spin on a partial failure that NASA undoubtedly did not sign off on.
Boeing and SpaceX have both suffered failures while testing parachutes, leading NASA to require significantly more testing. However, in a November 7th press conference, Boeing revealed that Starliner’s parachute anomaly wasn’t the result of hardware failing unexpectedly under planned circumstances, but rather a consequence of a lack of quality assurance that failed to catch a major human error. Boeing says that a critical mechanical linkage (a pin) was improperly installed by a technician and then not verified prior to launch, causing one of Starliner’s three drogue chutes to simply detach from the spacecraft instead of deploying its respective main parachute.
Space is Parachutes are hard
Parachutes have been a major area of concern for the Commercial Crew Program. Both SpaceX and Boeing have now suffered failures during testing and have since been required to perform a range of additional tests to verify that upgraded and improved parachutes are ready to reliably return NASA astronauts to Earth. Although the Starliner pad abort test did indeed demonstrate the ability to land the capsule safely under two main chutes, an inadvertent test of redundancy, the series of Boeing actions that lead to the failure will almost certainly be scrutinized by NASA to avoid reoccurrences.
Boeing believes that the parachute failure won’t delay the launch of Starliner’s Orbital Flight Test (OFT), currently targeting a launch no earlier than (NET) December 17th. However, it can be said with some certainty that it will delay Starliner’s crewed launch debut (CFT), at least until Boeing can prove to NASA that it has corrected the fault(s) that allowed it to happen. SpaceX is similarly working to qualify upgraded Crew Dragon parachutes for astronaut launches, although the company has thus far only suffered anomalies related to the structural failure of parachute rigging/seams/fabric.
Abort tests galore
Boeing’s Starliner pad abort test occurred just days prior to a different major abort test milestone – this time for SpaceX. SpaceX Crew Dragon capsule C205 will perform a static fire test of its upgraded SuperDraco abort system, as well as its Draco maneuvering thrusters.
SpaceX has made alterations to the SuperDraco engines to prevent a failure mode that abruptly reared its head in April 2019, when a leaky valve and faulty design resulted in a catastrophic explosion milliseconds before a SuperDraco static fire test. Prior to its near-total destruction, Crew Dragon capsule C201 was assigned to SpaceX’s In-Flight Abort test, and its loss (and the subsequent failure investigation) delayed the test’s launch by at least six months. Crew Dragon’s design has since been fixed by replacing reusable check valves with single-use burst discs, nominally preventing propellant or oxidizer leaks.
If capsule C205’s static fire testing – scheduled no earlier than November 9th – goes as planned, SpaceX may be able to launch Crew Dragon’s in-flight abort (IFA) test before the end of 2019e. Likely to be a bit of a spectacle, Crew Dragon will launch atop a flight-proven Falcon 9 booster and a second stage with a mass simulator in place of its Merlin Vacuum engine, both of which will almost certainly be destroyed when Dragon departs the rocket during peak aerodynamic pressure.
NASA made in-flight abort tests an optional step for its Commercial Crew providers and Boeing decided to perform a pad abort only and rely on modeling and simulations to verify that Starliner’s in-flight abort safety. Assuming that NASA is happy with the results of Starliner’s pad abort and Boeing can alleviate concerns about the parachute anomaly suffered during the test, Starliner’s uncrewed orbital flight test (OFT) could launch as early as December 17th. Starliner’s crewed flight test (CFT) could occur some 3-6 months after that if all goes as planned during the OFT.
If SpaceX’s In-Flight Abort (IFA) also goes as planned and NASA is content with the results, Crew Dragon could be ready for its crewed launch debut (Demo-2) as early as February or March 2020.
Check out Teslarati’s newsletters for prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket launch and recovery processes.
News
Tesla Cybercab gets a for sale date at last
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.
Elon Musk
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
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.
Investor's Corner
Tesla reports Q3 Earnings today: here’s what to expect
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.