News
Ford used Alaska’s trickiest terrain to test the F-150 Lightning’s all-season capability
Ford is preparing for the first deliveries of its all-electric pickup the F-150 Lightning this Spring. As Ford moves closer to bringing the electric version of its popular pickup series to market, the company has been assessing the vehicle’s performance in some of the most challenging settings, ensuring customers will enjoy the top-notch capabilities the F-series has offered for decades. The F-150 Lightning spent two weeks with Ford engineers in Alaska, providing the vehicle with some of its toughest and trickiest tests to date.
Ford, which saw an over 55 percent increase in electric vehicle sales in February, took its new all-electric pickup to the coldest portions of the frozen Alaskan tundra, assessing the pickup’s performance on low-traction surfaces like snow and ice. The environment also provided another challenge: extremely cold temperatures, which are not always friendly to electric powertrains.
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- Preproduction model with optional equipment driven under test conditions. Professional driver on closed course. Do not attempt. 2022 Ford F-150 Lightning production begins spring 2022.
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- Preproduction model with optional equipment driven under test conditions. Professional driver on closed course. Do not attempt. 2022 Ford F-150 Lightning production begins spring 2022.
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- Preproduction model with optional equipment driven under test conditions. Professional driver on closed course. Do not attempt. 2022 Ford F-150 Lightning production begins spring 2022.
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- Preproduction model with optional equipment driven under test conditions. Professional driver on closed course. Do not attempt. 2022 Ford F-150 Lightning production begins spring 2022.
“Alaska provides us the extremely cold temperatures, snow and ice-covered surfaces that we need to push the F-150 Lightning in this type of testing, which is really focused on dialing-in how the truck delivers its power to the ground on slippery surfaces,” Cameron Dillon, an F-150 Lightning powertrain engineer, said. “Customers may not regularly see minus 30-degree mornings like we are seeing here, but they will see winter cold, snow, and icy roads, and they should feel confident their F-150 Lightning is ready for all of it.”
“Alaska provides us the extremely cold temperatures, snow and ice-covered surfaces that we need to push the F-150 Lightning in this type of testing, which is really focused on dialing-in how the truck delivers its power to the ground on slippery surfaces,” Cameron Dillon, an F-150 Lightning powertrain engineer, said. “Customers may not regularly see minus 30-degree mornings like we are seeing here, but they will see winter cold, snow, and icy roads, and they should feel confident their F-150 Lightning is ready for all of it.”
Ford says it performed low-mu testing, an evaluation of an all-electric powertrain and how it adjusts power delivery to the wheels on low-traction surfaces. Snow, ice, and cold temperatures all contribute to the removal of traction from normal driving surfaces like concrete and asphalt. Alaska was an ideal choice, especially as it offered extreme scenarios of what the truck will see on a daily basis.
Ford took six pre-production units of the F-150 Lightning to Alaska for the testing, it said. It also tested the pickup’s performance on a variety of winter weather conditions, including loose and packed snow, half ice-half concrete, and complete ice. The F-150 Lightning’s ability to sense wheel slip and adjust power to the wheels within the blink of an eye helps improve handling. The advantages are just another feature of electric powertrains, Nick Harris, another F-150 Lightning powertrain engineer, said.
“F-150 Lightning in the snow is a very different ballgame compared to gas vehicles. The responses are extremely quick and the dual motors make it as if you have two engines pumping out power in one vehicle. A lot of our work is to coordinate the two motors to work together to best deliver torque to the ground, so that customers who drive in the snow and ice ultimately feel very confident.”
“F-150 Lightning in the snow is a very different ballgame compared to gas vehicles. The responses are extremely quick and the dual motors make it as if you have two engines pumping out power in one vehicle. A lot of our work is to coordinate the two motors to work together to best deliver torque to the ground, so that customers who drive in the snow and ice ultimately feel very confident.”
The electric F-150 Lightning has six standard benefits that all can be attributed to the use of an electric powertrain, rather than a gas-powered one:
- Standard dual motors front and rear
- Standard always-on 4×4
- Quick torque delivery
- Standard electronic-locking rear differential
- Selectable drive modes
- Low center of gravity for even more confident handling
Ford also can adjust the calibration to help make quick adjustments to the vehicle, making testing more efficient. While the team spent just two weeks in Alaska’s extreme conditions, Ford says the F-150 Lightning Powertrain team also dedicated numerous testing sessions in Michigan’s Upper Peninsula, Borrego Springs, Johnson Valley, and at Ford’s Michigan Proving Grounds near Romeo.
The F-150 Lightning will begin customer deliveries this Spring. Ford recently split its EV and combustion engine operations into two “divisions.” The electric side is known as Model e, while combustion engine projects will fall under the Ford Blue division.
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SpaceX (NASDAQ: SPCX) will report its first public earnings call today since its IPO earlier this year, and there are a few things we expect to hear about, as well as Wall Street analysts, who have already outlined their expectations for the call.
Wall Street analysts have a consensus of $12.72 billion in revenue and an earnings per share (EPS) of $0.13. These are broken down into three sectors: Space, Connectivity, and AI/SI, which are perceived in this way:
- Space: $1.41 billion
- Connectivity: $4.84 billion
- AI/SI: $6.47 billion
Other outlets cluster near $12.8 or $12.9 billion in revenue and $0.14 – $0.15 EPS. This implies a roughly 65 percent sequential growth from Q2’s $7.81 billion, driven mostly by AI/SI, with the first post-IPO positive EPS expected.
Here are the three things to watch for on the call:
AI Revenue Ramp and the $100B+ ARR target
AI is truly the swing factor for SpaceX, and analysts expect it to roughly double from Q2’s $2.56 billion and become about half of total revenue. Management previously guided to a $100 billion+ annualized run rate by December, including the Cursor acquisition, which was $60 billion, to close the quarter.
Listen for updates on SpaceX’s compute capacity, especially pertaining to its contracts with Google, Anthropic, and others, revenue per watt, any new deals, and Cursor’s early contribution.
Starlink/Connectivity Metrics and Mobile Expansion
Connectivity remains a main profit engine for SpaceX. Subscriber additions will be something to pay attention to, as Q2 ended at 12 million and previews are looking at 14 million for this quarter. Additionally, ARPU trends, enterprise and government growth, and any commentary on Starlink Mobile will be something to pay attention to, especially following the recent low-band spectrum deal and FCC-related constellation approvals.
Capex Trajectory, Cash Burn/FCF, and Starship/Operational Updates
Q2 capex of roughly $18.4 billion weighed on the stock. Investors will look to scrutinize Q3 spending levels, any guidance on the pace into Q4/2027, free cash flow, backlog, and liquidity. Operational color on Starship (Flight 14 milestones and Flight 15 timing/reusability progress), Falcon cadence, and government/NASA contracts are also in focus.
Of course, there will also be some speculation on the potential Tesla-SpaceX merger, but there was nothing mentioned in the company’s proxy it sent earlier this week.
SpaceX will report earnings after market close today and will stream the call on X.
Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → https://t.co/Qrb0qeVG15
— SpaceX (@SpaceX) October 20, 2026
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News
SpaceX just launched its secret Starfall saucer again
SpaceX launched its Starfall capsule again on Bandwagon-5, this time listed openly beside rideshare customers.
SpaceX launched its Starfall reentry capsule for the second time on Tuesday morning, flying it as the payload of the Bandwagon-5 rideshare mission. Falcon 9 lifted off from Space Launch Complex 40 in Florida at 7:04 a.m. ET with 32 payloads, and the first stage booster, on its 19th flight, landed on the droneship A Shortfall of Gravitas about nine minutes later.
Starfall was scheduled to separate last, 2 hours and 48 minutes after liftoff. The final customer satellite on SpaceX’s mission timeline comes off the upper stage about an hour and nine minutes in, which left a long gap before the capsule was due to be released alone. SpaceX later posted that the payload deployment sequence is complete. At liftoff, the company said Starfall “enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing.”
Starfall enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing https://t.co/y8kJg3QDor
— SpaceX (@SpaceX) October 20, 2026
As Teslarati reported before the first Starfall flight, SpaceX made no public announcement about the vehicle then, and nearly everything known came from FAA and FCC filings. This time Starfall is an item name on the official mission page, listed beside paying rideshare customers. SpaceX has still not said what, if anything, is aboard this Starfall, Spaceflight Now noted.
The FAA’s environmental assessment from May describes a disk about 10.2 feet wide and 2.5 feet tall that weighs roughly 4,600 pounds and can bring 2,200 pounds of payload back to Earth.
Interestingly, the same rocket also carries a competitor’s hardware. Varda Space Industries launched its W-Series 7 capsule on Bandwagon-5, a spacecraft about three times smaller than Starfall that will test whether microgravity can improve the solubility of a cancer drug called Protac. It is Varda’s ninth reentry capsule, and W-8 and W-9 launched earlier this month on Transporter-18. SpaceX has been Varda’s launch provider since the company’s first Falcon 9 rideshare contract in 2021.
SpaceX has not published where or how this Starfall will come down. The preview we ran in June described a recovery from the Pacific Ocean, and the company has not said whether this flight follows the same plan. The launch also arrives hours before SpaceX posts its third quarter results after the market closes, a report we previewed earlier this week.
Elon Musk
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
The Boring Company has modified a Tesla powered tunnel truck to carry freight containers underground.
The Boring Company has found a second job for the Tesla hardware it already runs underground. In a post on X, Elon Musk’s tunneling company showed its latest Prufrock Liner Truck modified to carry a standard 20 foot shipping container. “Using TBC tunnels to transport freight,” the company wrote. “The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20′ shipping container. Fits like a glove!”
The photo shows a red container sitting on a long, low white chassis parked outside, with drive hardware visible at one end. The Boring Company did not say where or when freight hauling would start, which customers it has in mind, or how many trucks it is converting.
Using TBC tunnels to transport freight.
The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20’ shipping container.
Fits like a glove! https://t.co/VV0phWK4fc
— The Boring Company (@boringcompany) October 19, 2026
Until now, the liner trucks have hauled concrete. Teslarati reported in August on Liner Truck 3, which uses Model 3 battery packs and drive units to move more than 22,000 pounds of precast tunnel segments to the boring machine. It has 28 miles of range, tops out at 12 mph, and is piloted remotely from the company’s operations center in Texas. The freight version appears to be the same platform with a different bed, and The Boring Company has not said whether it will also be remotely piloted.
Freight has been on the company’s menu for years. When TBC updated its product lineup in 2021, its freight tunnel was described as sized to fit a standard shipping container, “barely.” The company later used the idea at Tesla’s own factory, where Prufrock 3 dug a tunnel to Giga Texas that now moves finished Cybertrucks away from the production line.
The Boring Company closed a $3 billion Series D in September at a $23 billion valuation, and Teslarati has covered how that money is tied to a UAE tunneling push and a faster Nashville build. In Nashville, Prufrock MB1 and MB2 are mining at the same time, and a third machine is expected to launch in late October. Each machine needs a steady supply of liner trucks, so any design that works for segments and containers alike gives the company more use out of the same Tesla parts.
The Vegas Loop remains the only Boring Company system open to the public, and it moves passengers in Tesla vehicles. A freight service would be a separate product, and the post gave no indication that one is close to launch. For now, it is a truck, a container and a short caption saying they fit together.
SpaceX reports its first earnings today: here’s what to expect
SpaceX just launched its secret Starfall saucer again
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds
