News
SpaceX will launch its Mars spaceship into orbit as early as 2020
First spaceship prototype already under construction
Speaking on a launch industry round-table at the Satellite 2018 conference, SpaceX President and COO Gwynne Shotwell revealed that the company intends to conduct the first orbital launches of BFR as early as 2020, with suborbital spaceship tests beginning in the first half of 2019.
Only six months after CEO Elon Musk first debuted the Interplanetary Transport System in Adelaide, Australia, a flood of recent comments from both executives have made it overwhelmingly clear that SpaceX intends to have its first spaceship ready for short suborbital test flights at the beginning of 2019. Considering Musk’s unprovoked acknowledgment at SXSW 2018 of his tendency towards overly optimistic timelines, the repeated affirmations of BFS test flights beginning in 2019 and now an orbital launch of the full BFR booster and ship in 2020 hold a fair deal more water than they did in 2017.
SpaceX’s subscale Raptor engine conducting a 40-second test in Texas. This engine will power both BFR and BFS. (SpaceX)
Breaking it down
These past few weeks have been filled with a number of similar statements from SpaceX executives like Shotwell, Musk, and others; all focused in part on the company’s next-generation launch vehicle, BFR (Big __ Rocket). Composed of a single massive booster and an equally massive second stage/spaceship (BFS), the rocket is meant to enable the affordable expansion of permanent human outposts on Mars and throughout the inner solar system by making good on the decades-old promise of fully reusable launch vehicles.
In order to succeed, the company will need to solve the problems that NASA and its Shuttle contractors never could.
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- The relatively cylindrical BFS reduces complexity and lowers weight. (SpaceX)
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- BFS (circa 2017) shows off its complement of SL and Vacuum Raptor engines. SpaceX is moving back to something similar to this. (SpaceX)
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- SpaceX’s 2017 BFS (now Starship) delivers cargo to a large lunar base. (SpaceX)
To an extent, SpaceX has already matured the principles and technologies needed to reliably recover and reuse the booster stage of two-stage rockets, demonstrated by their incredible success with Falcon 9.
BFR is a whole different animal, partly owing to its massive size, huge thrust, and new propellant and tankage systems, but those problems are more technical than conceptual. SpaceX already knows how to reuse boosters, and that will apply to BFR once its several technological hurdles have been overcome. Designing and building the orbital spaceship (BFS), however, will undoubtedly be the most difficult task SpaceX has yet to take on. The safety and cost records of the only other orbital-class reusable second stage in existence, the Space Shuttle, are at least partially indicative of the difficulty of the challenges ahead of SpaceX.
In order to succeed, the company will need to solve the problems that NASA and its Shuttle contractors never could – they will need to build an orbital, crewed spaceship that can be reused with minimal refurbishment, can launch for little more than the cost of its propellant, and does so with safety and reliability comparable to the records of modern commercial airliners – perhaps the safest form of transport humans have ever created.
Space Shuttle Atlantis docked with the beginnings of the International Space Station. The Shuttle suffered several deadly failures and cost more than the expendable Saturn V moon rocket it replaced. (NASA)
Rockets do not easily lend themselves to such incredible standards of safety or reliability – airliners average a single death per 16 million flights – but SpaceX will need to reach similar levels of reusability and reliability if they hope to enable even moderately affordable spaceflight or Earth-to-Earth transport by rocket. Still, there can be little doubt that SpaceX employs some of the absolute best engineering expertise to have ever existed in the US, and their extraordinary personal investment in the company’s goal of making humanity multi-planetary bode about as well as could be asked for such an ambitious endeavor. According to Musk and Shotwell, the first spaceship is already being built and suborbital tests will begin as soon as 2019, while full-up orbital launches – presumably involving both the booster and spaceship – might occur just a single year later in 2020.
SpaceX's Shotwell: BFR will probably be orbital in 2020, but you should start seeing hops in 2019. (Grasshopper reference?) #satshow
— Caleb Henry (@ChenrySpace) March 12, 2018
Musk: People have told me that my timelines historically have been optimistic. I am trying to recalibrate. What I do know is we are building the first ship. We will be able to do do short flights in the first half of next year. It's a big booster and ship. Saturn V thrust x2.
— Michael Baylor (@MichaelBaylor_) March 11, 2018
It appears that we will find out sooner, rather than later, if SpaceX has truly found a way to lower the cost to orbit by several orders of magnitudes. Follow us for live updates, behind-the-scenes sneak peeks, and a sea of beautiful photos from our East and West coast photographers.
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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
