News
SpaceX CEO Elon Musk says Starship (BFS) hop tests could start in early 2019
SpaceX CEO Elon Musk has taken to Twitter to share an unexpected wealth of detail about the “radical” and largely unpublicized design changes the company’s Starship and Super Heavy (BFS & BFB) have undergone in 2018.
Beside information ranging from discussions of metallurgy to overall design philosophy and comparisons, the eccentric CEO also offered the most concrete target yet for the beginning of prototype spaceship (BFS/Starship) hop tests in South Texas – “March/April [2019]”.
I will do a full technical presentation of Starship after the test vehicle we’re building in Texas flies, so hopefully March/April
— Elon Musk (@elonmusk) December 22, 2018
On one hand, this expeditious new testing schedule – acknowledged by Musk himself to be “much sooner than expected” – is a thrilling prospect, given that it implies that a nearly full-scale prototype of Starship (or something vaguely approximating the spacecraft) could take its first baby steps into the air as early as the first quarter of 2019. On the other hand, however, this is an almost bafflingly large schedule change considering that SpaceX President and COO Gwynne Shotwell asserted that a prototype of BFS (now Starship) could begin “hopping” by late 2019, speaking in September 2018.
Shotwell: think we’ll be “hopping” the second stage of BFR (the BFS) late next year. #DARPA60
— Jeff Foust (@jeff_foust) September 6, 2018
Schedules (especially aerospace program schedules) do certainly tend to be chaotic and jumpy, but it’s almost inconceivable that any given project – regardless of the scope or scale – could wind up reaching completion nine months earlier than previously forecasted without suffering one or several dramatic compromises, typically involving lower-fidelity testing and prototypes or watered-down deliverables. It’s unclear if BFR has suffered the same fate, but – to put it lightly – the South Texas sight greeting the eyes of close followers of SpaceX’s BFR program is downright unbelievable.
BFWhat?!
Given the very recent and conspicuous additions of triangular appendages that look precisely like rudimentary fins and an obvious nose cone assembly, the only possible conclusion to draw from photos of SpaceX’s Boca Chica facilities taken in the last week or two is that the company (and/or contractors) are busy building something related to Starship. At least in these early stages, the… thing being built could be best described as what might come to mind if you asked an imaginative kid to build a full-scale sculpture of Tintin’s spaceship on a budget of maybe $500,000.
You got something to show us in Texas? pic.twitter.com/vBF0WwwIfF
— Robotbeat🗽 ➐ (@Robotbeat) December 22, 2018
More likely than not, this could be a case of things being more than they seem. To most, it may almost look like an elaborate prank, but that assumes that we know the full story and have a decent working understanding of aerospace prototyping. For the vast majority of us, that is simply not the case – what looks like a spade is probably not a spade.
At the end of the day, the most basic of observations – that this purported ‘Starship prototype’ will begin hop tests with extraordinarily powerful Raptor engines installed as few as three months from now – suggest that this spooky metal contraption will be used to conduct the most basic of Starship tests. As such, it will probably never travel much faster than Falcon 9’s Grasshopper and F9R predecessors, which tended to gently accelerate from the ground to as high as a kilometer or two before slowly heading back down for a powered landing.
- What now seem to be extremely rough fin outlines were welded to the main steel cylinder like giant metal straws. (bocachicagal – NASASpaceflight)
- ¯\_(ツ)_/¯ (bocachicagal – NASASpaceflight)
- SpaceX recovery technicians work on Falcon 9 with similar cherry-picker lifts, offering a sense of scale of the new Starship water tower. (Pauline Acalin)
- A conspicuous nosecone appears to have arisen inside SpaceX’s new Boca Chica tent, adjacent to what looks like a water tower with tube legs. (bocachicagal – NASASpaceflight)
- (bocachicagal – NASASpaceflight)
Given that SpaceX has already refined this complex and challenging task to a reliable science with Falcon 9 and Merlin 1D, it’s unclear why a very similar test campaign would be of serious value to the company without simultaneously testing full-fidelity control surfaces (fins), exotic new stainless steel propellant tank technologies, and more. Perhaps SpaceX just really wants to ensure that Starship will be capable of landing and taking off from an unprepared and angled surface of the type it could (will?) experience on Mars. Maybe the company simply wants to have a bare-minimum flying platform capable of testing and refining multi-engine configurations of Raptor.

All that can be said for sure at the moment is that the public simply does not have the full story to explain the moderately shocking activity going on in Boca Chica. Musk did state that he would provide another technical update on the status of Starship and the BFR program as a whole in the first half of 2019, but only after the first Starship hopper flights have begun. It would seem that those on the sidelines will simply have to wallow in confusion and wild speculation for another ~3-4 months at minimum, hopefully only going moderately insane as a result.
In the meantime, copious thanks are owed to NASASpaceflight members bocachicagal and Nomadd for their relentless and thorough coverage of SpaceX’s activities in the obscure far south of the Texan coast, as well as their courteous permission for media outlets like Teslarati to republish their photos. Cheers!
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
News
Tesla Cybercab gets a for sale date at last
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.
Elon Musk
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
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.
Investor's Corner
Tesla reports Q3 Earnings today: here’s what to expect
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.




