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SpaceX Starship blew its top during rocket fueling test (updated)
Update: SpaceX has released an official statement indicating that Starship Mk1’s November 20th failure came after a decision to intentionally pressurize the rocket prototype to its limits. This likely means that the test was to max flight pressures and not an intentional burst test, so Starship’s dome failure is still a significant concern and was definitely not planned.
More importantly, SpaceX says that it had already decided to retire Starship Mk1 before any kind of flight testing, treating the vehicle as a pathfinder. Instead, SpaceX will build and use Starship Mk3 – the next Boca Chica prototype – for Starship’s first attempted skydiver-style landing and 20 km (12 mi) flight test.
SpaceX statement on the above test and incident: pic.twitter.com/r1ReRYhUhz— Michael Sheetz (@thesheetztweetz) November 21, 2019
SpaceX’s first full-scale Starship prototype has suffered a significant failure during testing, destroying or severely damaging large sections of the rocket. However, SpaceX CEO Elon Musk has already commented on the anomaly and is not all that concerned.
On November 20th, SpaceX – having canceled a planned road closure the day prior – unexpectedly requested a last-second road closure and entered into a much more serious round of testing with Starship Mk1, the rocket’s first full-scale prototype. This followed testing on November 18th that concluded with Starship Mk1’s very first ‘breath’ – some venting activity near the end of a tank proof test. SpaceX technicians spent the next 36 or so hours inspecting and working on Mk1, presumably looking for and patching minor leaks along its tank section.
The November 20th testing progressed far faster than the previous round of tests and Starship Mk1 was quickly venting again. Soon after that, frost began to appear on the exterior of its steel liquid oxygen and methane tanks, a telltale sign that some form of cryogenic testing was ongoing. Based on a distinct lack of activity at the nearby flare stack, SpaceX was using liquid oxygen (LOX) or liquid nitrogen (LN2) to verify that Starship performs as expected when filled with supercool propellant.
After initial venting and visible frost formation, SpaceX appeared to push forward, rapidly loading Starship Mk1 with LOX or LN2. This progress was easily visible thanks to the fact that the mass and pressure of all that cryogenic liquid made quick work of the slight imperfections on the exterior of Starship’s steel hull, turning the vehicle’s reflection from a speckled patchwork to an almost mirror-like finish. Roughly half an hour later, the otherwise peaceful scene was interrupted by the rapid failure of Starship Mk1’s upper LOX tank dome, instantly thrown several hundred feet into the air.
Seconds later, the crumpled upper half of Starship Mk1’s tank section appeared out of the clouds created and began hemorrhaging a huge volume of liquid oxygen, immediately boiling and vaporizing as it was exposed to the Earth’s comparatively white-hot atmosphere. Impressively, Starship appeared to remain functional after its top quite literally blew off, and the vehicle rapidly detanked and appeared to safe itself. Some ten minutes after the overpressure event, the freed liquid oxygen had boiled to nothing and Starship appeared to be quiet.
By all appearances, Starship Mk1 appeared to perform extremely well as an integrated system up to the point that its upper tank dome failed. The first frame from LabPadre’s stream with anything visibly amiss explicitly implicates the weld connecting the LOX dome to the cylindrical body of Starship’s LOX tank, point to a bad weld joint as the likeliest source of the failure. Although that hardware failure is unfortunate, Mk1’s loss will hopefully guide improvements in Starship’s design and manufacturing procedures.
Moving forward
Minutes after the anomaly was broadcast on several unofficial livestreams of SpaceX’s Boca Chica facilities, SpaceX CEO Elon Musk acknowledged Starship Mk1’s failure in a tweet, telegraphing a general lack of worry. Of note, Musk indicated that Mk1 was valuable mainly as a manufacturing pathfinder, entirely believable but also partially contradicting his September 2019 presentation, in which he pretty clearly stated that Mk1 would soon be launched to ~20 km to demonstrate Starship’s exotic new skydiver landing strategy.
Musk says that instead of repairing Starship Mk1, SpaceX’s Boca Chica team will move directly to Starship Mk3, a significantly more advanced design that has benefitted from the numerous lessons learned from building and flying Starhopper and fabricating Starship Mk1. The first Starship Mk3 ring appears to have already been prepared, but SpaceX’s South Texas focus has clearly been almost entirely on preparing Starship Mk1 for wet dress rehearsal, static fire, and flight tests. After today’s failure, it sounds like Mk1 will most likely be retired early and replaced as soon as possible by Mk3.
Above all else, the most important takeaway from today’s Starship Mk1 anomaly is that the vehicle was a very early prototype and SpaceX likely wants to have vehicle failures occur on the ground or in-flight. As long as no humans are at risk, pushing Starship to failure (or suffering unplanned failures like today’s) can only serve to benefit and improve the vehicle’s design, especially when the failed hardware can be recovered intact (ish) and carefully analyzed.
A step further, SpaceX is simultaneously building a second (and third) Starship prototype at its companion Cocoa, Florida facilities, and Starship Mk2 is nearly finished. Coincidentally, technicians installed its last tank dome – the same dome that failed on Mk1 – just days ago, and any insight that the Boca Chica team can gather from Mk1’s troubles will almost certainly be applied to Mk2, whether that means reinforcing its existing domes or fully replacing the upper dome with an improved design.
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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 (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
