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SpaceX’s next big BFR spaceship part finished in Port of LA tent facility
The first 9-meter (29.5-foot) diameter composite propellant tank dome for SpaceX’s full-scale BFR spaceship prototype has been spotted more or less complete at the company’s temporary Port of Los Angeles facility, unambiguous evidence that SpaceX is continuing to rapidly fabricate major components of its next-generation rocket.
Speaking at a dedicated BFR update event in mid-September, CEO Elon Musk foreshadowed as much, and recent updates have reiterated just how committed SpaceX is to BFR and just how keen the company is to waste no time at all.
“We’ve built the first cylinder section…and we’ll be building the domes and the engine section soon.” – SpaceX CEO Elon Musk, September 2018
During that September 17th presentation, Musk did not parse his words despite a self-admitted tendency to look at SpaceX’s development program timelines (Falcon 9, Falcon Heavy, Dragon, BFR) through rose-tinted glasses. Just two months after he uttered the quote above, SpaceX has visibly either finished or nearly finished a 9-meter diameter BFR spaceship (BFS) tank dome.
Due to SpaceX’s opaque treatment of development programs (both literally for the tent and figuratively for official updates), it’s possible that this may even the second dome completed so far. Either way, it can be extrapolated – assuming that the layout of BFR 2017 is generally representative of BFR 2018 – that the first spaceship prototype will require two or three roughly identical tank domes. If the common-dome tank layout is basically the same (disclaimer: it might be quite different), then SpaceX may end up mounting BFS’ 7 Raptor engines almost directly to the rear of the bottom tank dome, requiring either significant structural reinforcement or a second uniquely-engineer and optimized dome.
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- A tall platform was moved inside the tent around November 10th, likely to support the integration of the tank dome and barrel section. (Pauline Acalin)
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- The dome was spied inside the tent on November 12. (Pauline Acalin)
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- The dome (left) and barrel section (right) can now be integrated. (Pauline Acalin)
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- BFR 2017’s spaceship engine section. (SpaceX)
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- An overview of BFS (circa 2017). (SpaceX)O
Judging from SpaceX’s and Musk’s desire to make reusable rockets as reliable as (if not even more reliable than) commercial airliners, the safest form of mass-transit humans have created, it seems more likely than not that Raptor and BFR will continue SpaceX’s practice of quite literally surrounding each engine with thrust-transmitting structures that simultaneously act as armored shields. In the event that a Merlin engine fails on Falcon 9 or Heavy, each booster’s octaweb contains nine separate armored chambers that exist to isolate each engine in the event of a catastrophic failure. In fact, a Merlin failure – the only such in-flight failure known – during SpaceX’s CRS-1 Dragon launch in 2012 demonstrated the efficacy of this design, preventing the failure of just one of nine engines from causing total mission failure.
Rise of the ‘hexaweb’?
To replicate that design strategy on BFR (both booster and spaceship) would be an act of simple pragmatism – it’s always preferable to design for survivability and reliability than to couch launch and mission success primarily on the reliability of individual components. Because SpaceX chose not to share similarly detailed cutaways of BFR’s updated 2018 design, it’s unclear if the spaceship’s engine section (“hexaweb”, to borrow from “octaweb”) has changed dramatically.
Given the unexpected decision to move entirely away from a version of Raptor specifically optimized for vacuum operation for BFR’s first iteration, as well as the new presence of ~90 cubic meters of storage bins around the circumference of the spaceship’s aft, it’s possible that SpaceX will opt for a design more reminiscent of the Falcon family’s octaweb.
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- The rear of SpaceX’s updated BFS.
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- A better view. (SpaceX)
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- A September 2018 render of Starship (then BFS) shows one of the vehicle’s two hinged wings/fins/legs. (SpaceX)
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- A gif of Raptor throttling over the course of a 90+ second static-fire test in McGregor, Texas. (SpaceX)
Regardless, the appearance of a completed BFS tank dome is a major development on the vehicle’s path to integrated testing and paves the way for the fabrication of additional tank domes, barrel sections, engine sections, and more. Particularly obvious and noteworthy will be the fabrication of the prototype spaceship’s pointed cone-shaped nose section, its large tripod fins/wings/legs, and its two forward canard wings.
With all three fins/wings installed, BFS – in its current iteration – would have an unbelievable circumference of ~67 meters (220 feet) and a ‘finspan’ of perhaps 21 meters (~70 feet) tip to tip. BFS is going to be a very hard spaceship to hide.
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
