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SpaceX backup Starship reaches full height after nosecone installation
SpaceX has installed another Starship’s nosecone, all but completing the second full-size prototype a matter of days before the first fully-assembled Starship’s risky launch debut.
Over the last two months, SpaceX has effectively put Starship number 8 (SN8) through an almost nonstop series of tests, completing at least four separate cryogenic proof tests, four Raptor engine static fires, and much more. The company’s South Texas team have also dodged an array of technical bugs; installed, plumbed, and wired what amounts to ~40% of Starship (the nose section) while fully exposed to the coastal elements; and even narrowly avoided a potentially catastrophic failure.
In spite of the many hurdles thrown up and delays resultant, CEO Elon Musk announced earlier this week that Starship SN8 is scheduled to attempt its 15-kilometer (~50,000 ft) launch debut as early as Monday, November 30th. Musk, however, does not see success as the most probable outcome.
Why, then, push to launch Starship SN8 when, in Musk’s own words, the probability of success is as low as “33%”? As previously discussed many times in the history of Teslarati’s BFR and Starship coverage, SpaceX’s attitude towards technology development is (unfortunately) relatively unique in the aerospace industry. While once a backbone of major parts of NASA’s Apollo Program moonshot, modern aerospace companies simply do not take risks, instead choosing a systems engineering methodology and waterfall-style development approach, attempting to understand and design out every single problem to ensure success on the first try.
The result: extremely predictable, conservative solutions that take huge sums of money and time to field but yield excellent reliability and all but guarantee moderate success. SpaceX, on the other hand, borrows from early US and German rocket groups and, more recently, software companies to end up with a development approach that prioritizes efficiency, speed, and extensive testing, forever pushing the envelope and thus continually improving whatever is built.
In the early stages of any program, the results of that approach can look extremely unusual and rudimentary without context (i.e. Starhopper, above), but building and testing a minimum viable product or prototype is a very intentional foundation. Particularly at the start, those minimal prototypes are extremely cheap and almost singularly focused on narrowing a vast range of design options to something more palatable. As those prototypes rapidly teach their builders what the right and wrong questions and design decisions are, more focused and refined prototypes are simultaneously built and tested.
Done well, the agile approach is often quite similar to evolution, where prototype failures inform necessary design changes and killing off dead-end strategies, designs, and assumptions before they can be built upon. In many cases, compared to cautious waterfall-style development, it will even produce results that are both better, cheaper, and faster to realize. SpaceX’s Starship program is perhaps the most visible example in history, made all the more interesting and controversial by the fact that it’s still somewhere in between its early, chaotic development phase and a clear path to a viable product.
On the build side of things, SpaceX has created a truly incredible ad hoc factory from next to nothing, succeeding to the point that the company is now arguably testing and pushing the envelope too slowly. As of November 2020, no fewer than eight full-size Starships and the first Super Heavy booster prototype are visibly under construction. Most recently, Starship SN9 was stacked to its full height, kicking off nosecone installation while still at the build site (unlike SN8). SN10’s completed tank section is likely ready to begin flap installation within the next few days, while Starship SN11 is perhaps a week or two behind that. Additionally, large tank sections of Starships SN12, SN13, SN14, SN15, and (most likely) SN16 are already completed and have all been spotted in the last few weeks.
Some ~90% of the above work was likely started after Starship SN8 first left the factory and rolled to the launch pad on September 26th. In many regards, SN8 has been the first to reach multiple major milestones, largely explaining the relatively plodding pace of its test program compared to SN4, SN5, and SN6.
Ultimately, SN9’s imminent completion – effectively a superior, more refined copy of SN8 – means that Starship SN8’s utility to SpaceX is rapidly deteriorating. The company would almost assuredly never skip an opportunity to learn, meaning that there’s no plausible future in which SN8 testing doesn’t continue, but that doesn’t mean that SpaceX can’t turn its risk tolerance to 11. In essence, accept a 67% (or higher) chance of Starship SN8’s violent destruction but learn as much as possible in the process. As long as good data is gathered, SN8’s launch debut will be a success for Starship whether the rocket lands in one or several pieces.
Tesla revealed plans to develop its own maps internally to fix Navigation issues and give owners more control over their routing.
On the company’s Q3 2026 Earnings Call, a question was asked about FSD Navigation issues, particularly speed limit recognition, parking, and routing. These are issues that surface from version to version and seem to be seriously challenging for Tesla’s AI team to resolve.
Tesla’s Head of AI, Ashok Elluswamy, said in response to the question:
“You’re totally right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as OneMoreMap. We are building an entirely new architecture with essentially AI-based mapping and navigation.”
He continued:
“It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it, ask for different routes. It’s going to learn your personalized preferences, plus the fleet preferences. The collective intelligence of all the cars is going to flow into making the maps and navigation super cool.”
Elluswamy said this issue should be confronted, and the mapping should be available for people by the time the v15 release starts deploying to customers.
“And over the next several months,” he added, “it’s just going to take over all of the navigation functions, parking, destination handling. And it will know you better than you know yourself in some regard for the driving task, and then handle it fully.”
Tesla Summon got insanely good in FSD v14.3.2 — Navigation? Not so much
Navigation is perhaps the most notable complaint with FSD, and although it has gotten better, it is still flawed. Much of the time, FSD will take people on routes that are not preferred by the driver, but Tesla tried to combat this with a routing feature in the Summer 2026 Update.
Tesla currently relies on Google for map data, but it is sort of counterintuitive to believe the company would rely on a third party for this. These improvements will be welcome, as routing and navigation have been such a pain point for so many owners for so long.
Quotes via Motley Fool
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 is building its own maps to fix Navigation issues
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
