News
SpaceX sends two drone ships to sea for back-to-back Starlink, astronaut launches
Update: SpaceX has rolled out Crew-4’s Falcon 9 and Crew Dragon in anticipation of prelaunch testing. However, due to poor weather in landing regions, NASA and SpaceX have also delayed the private Axiom-1 crew’s return to Earth a second time.
Without the undocking time confirmed, it’s likely that Crew-4 will be pushed back to April 24th or 25th at the earliest. Starlink 4-14, nonetheless, appears to remain on track for an April 21st launch attempt.
SpaceX has sent both of its East Coast drone ships to sea to support an upcoming pair of back-to-back Falcon 9 launches and landings.
The ‘autonomous spaceport drone ship ‘ (ASDS) Just Read The Instructions (JRTI) left first, exiting Florida’s Port Canaveral with the help of a tugboat on April 16th. On April 18th, drone ship A Shortfall of Gravitas (ASOG) followed suit, shadowing JRTI en route to a similar location northeast of Cape Canaveral. Both should arrive at their respective Atlantic Ocean landing zones within a few days.
No earlier than (NET) 11:16 am EDT (15:16 UTC), Thursday, April 21st, SpaceX is scheduled to launch a well-worn Falcon 9 booster carrying a new upper stage and the latest batch of ~50 Starlink V1.5 satellites. Less than two full days later, a different Falcon 9 rocket is scheduled to launch a new Crew Dragon spacecraft and four NASA and ESA astronauts on their way to the International Space Station.
Starlink 4-14 – the 14th mission carrying satellites destined for the fourth of five Starlink orbital ‘shells’ – will be SpaceX’s 9th Starlink launch and 15th launch overall in 2022, averaging just shy of one launch per week. The mission should also leave SpaceX with more than 2100 working Starlink satellites in orbit – likely not far off from half of all operational satellites in Earth orbit.
SpaceX appears to have assigned Falcon 9 booster B1061 to the launch after the rocket – already integrated with a new upper stage – was spotted on the way to Cape Canaveral Space Force Station (CCSFS) Launch Complex 40 (LC-40) on April 18th. Starlink 4-14 will be B1060’s 12th launch since June 30th, 2020, tying Falcon 9 B1051’s booster reuse record but accomplishing the feat almost 15 months faster. It’s unlikely that B1051 will ever retake its crown from B1060. Based on past performance, B1060 could easily fly another 4-6 times before the end of 2022 if it survives Starlink 4-14.
As few as 42 hours later, Falcon 9 booster B1067 could lift off for the fourth time with a new Crew Dragon capsule – C212 or “Freedom” – and a team of four professional astronauts as part of NASA’s Crew-4 mission at 5:26 am EDT (09:26 UTC), April 23rd. Crew-4 will be SpaceX’s seventh astronaut launch since May 2020 and its fourth operational crew transport mission for NASA. A few days after Crew Dragon C212 docks with the International Space Station (ISS), four Crew-3 astronauts will board a different Crew Dragon and return to Earth, handing off the US segment to Crew-4.
However, two Crew Dragons are already docked to the ISS, taking up both available International Docking Adapter (IDA) ports. Before Crew-4 can launch, Axiom-1 – SpaceX’s first all-private astronaut mission to the space station – must undock and return to Earth. On April 18th, that undocking was delayed about 15 hours by poor weather to 10 pm EDT, April 19th, pushing splashdown and recovery off the coast of Florida to mid-afternoon, April 20th. NASA and SpaceX will then have about 60 hours to analyze any data gathered from the completed Axiom-1 mission and determine whether or not to proceed with Crew-4 on April 23rd.
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
