News
SpaceX operational astronaut launch debut back on track after “nail polish” delay
In a new NASA briefing, SpaceX vice president of build and flight reliability Hans Koenigsmann was able to explain in far more detail why a recent last-second Falcon 9 launch abort happened and how it wound up delaying the company’s first operational astronaut launch.
Now scheduled to lift off no earlier than (NET) 7:49 pm EST (00:49 UTC) on Saturday, November 14th, SpaceX’s Crew Dragon Crew-1 mission was originally expected to launch in late September, October 23rd, and October 31st. On October 2nd, however, a new Falcon 9 booster – sibling to Crew-1’s own new booster – automatically aborted its GPS III SV04 satellite launch attempt just two seconds before liftoff. The rare last-second abort was quickly blamed on “unexpected pressure rise in the turbomachinery gas generator” by CEO Elon Musk.
Likely built side-by-side with faulty GPS III SV04 Falcon 9 booster B1062 at SpaceX’s Hawthorne, California factory, Crew-1 Falcon 9 booster B1061 was almost immediately inspected to search for any commonality once the cause of the abort was better understood.
Just one week before the latest briefing, NASA human spaceflight program administrator and former Commercial Crew Program manager Kathy Lueders revealed in a statement on Twitter that SpaceX was still analyzing the cause of the abort but had already determined that at least one Crew-1 booster engine would need to be replaced, as well as one engine on Falcon 9 booster B1063.
Now, during NASA’s October 28th Crew-1 briefing, SpaceX’s Koenigsmann revealed that the company had ultimately decided to replace not one but two of Crew-1 booster B1061’s nine Merlin 1D engines. Thanks to Falcon 9’s namesake nine-engine booster design and SpaceX’s prolific rocket factory, that process was completed extraordinarily quickly, simply requiring the redirection of already qualified Merlin 1D engines from a fairly large pool. Based on Koenigsmann’s phrasing, SpaceX has already installed both replacement engines on the Crew-1 booster.
What, though, caused GPS III SV04’s launch abort and how did that affect Crew-1?
Rocket engine vs. “nail polish”
According to Koenigsmann, in the course of the rapid and complex mechanical and electrical ballet preceding Falcon 9 first stage ignition, the rocket’s autonomous flight computer observed that two of the GPS III SV04 booster’s nine Merlin 1D engines appeared to be running ahead of schedule, so to speak. The computer immediately halted the ignition process to avoid what could have otherwise been a “hard” (i.e. stressful or damaging) start. SpaceX quickly began inspecting the rocket within 24 hours but was unable to detect anything physically or electrically wrong with Falcon 9’s Merlin 1D engines and engine section.
Out of an abundance of caution, SpaceX removed both misbehaving engines and shipped them to its McGregor, Texas development and test facilities where – somewhat miraculously – the same premature startup behavior was replicated on the test stand. After a great deal of increasingly granular inspections, SpaceX finally narrowed the likely cause down to a tiny plumbing line feeding one of the engine’s gas generator relief valves. In a seemingly random subset of relatively new Merlin 1D engines, SpaceX eventually discovered that a supplier-provided relief valve line was sometimes clogged by a protective lacquer Koenigsmann likened to “red nail polish.”
Used to selectively exclude parts of the engine tubing during a surface finishing process known as anodization, the lacquer was either unsuccessfully removed on a random selection of engine parts or was accidentally channeled into a blockage by over-enthusiastic cleaning. Ultimately, for whatever, reason that miniscule blockage was enough to cause affected Merlin 1D engines to consistently attempt to ignite a tiny fraction of a second early.
Crucially, when SpaceX discovered the possible cause and cleaned out the blocked plumbing, each previously affected Merlin 1D engine performed perfectly, all but directly confirming both the cause and the cure for Falcon 9’s October 2nd abort.
Astronauts enter quarantine
In anticipation of SpaceX seemingly simple solution to the gas generator problem, NASA Commercial Crew Program manager Steve Stich revealed that SpaceX’s Crew-1 mission astronauts – Shannon Walker, Victor Glover, and Mike Hopkins, and JAXA (Japanese) astronaut Soichi Noguchi – had begun routine prelaunch quarantine procedures in anticipation of a November 14th launch.
Stich also offered a more specific Crew-1 schedule, beginning with an integrated Falcon 9 and Crew Dragon static fire test NET November 9th and a full dry dress rehearsal on November 11th before the first launch attempt on November 14th. Notably, thanks to coincidental orbital dynamics, a successful launch on November 14th would enable Crew Dragon to raise its orbit and rendezvous with the International Space Station a brisk eight and a half hours after liftoff – three times quicker than the more common 27.5-hour transit.
Stay tuned for updates as the mission’s launch date approaches.
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.”
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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.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
