News
SpaceX, NASA schedule back-to-back astronaut recovery and launch after delays
Poor winter weather on Florida’s East Coast and across the Atlantic Ocean has forced NASA and SpaceX to flip the nominal sequence of events for the imminent back-to-back launch and recovery of two Crew Dragons.
Contrary to preference, SpaceX and NASA’s four Crew-2 astronauts are now scheduled to undock from the International Space Station (ISS) and return to Earth before their replacements (Crew-3) launch to the station. As a result, there will be no on-orbit handoff, meaning that only one NASA astronaut – Mark Vande Hei – will be left alongside cosmonauts Anton Shkaplerov and Pyotr Dubrov to crew and operate the US segment of the ISS until Crew-3’s arrival.
After several delays from an initial October 30th target, Crew-3 astronauts Raja Chari, Thomas Marshburn, Matthias Maurer, and Kayla Barron are scheduled to ride Falcon 9 and Crew Dragon to orbit no earlier than (NET) 9:03pm EST, Wednesday, November 10th (02:03 UTC 13 Nov) – two days after Crew-2 is expected to splash down.
Save for a one-day delay from October 30th to October 31st needed to give SpaceX and NASA time to qualify a fixed plumbing leak for crewed spaceflight, all subsequent delays into November have been caused by poor weather – a rather common late fall and winter occurrence in the Atlantic Ocean and southern US. The weather isn’t entirely to blame, though. Crew Dragon, SpaceX, and NASA are also partly responsible due to the extremely strict and narrow range of weather conditions the spacecraft has been certified to operate in.
Worse, a large portion of Dragon’s weather constraints are for hypothetical abort scenarios rather than the nominal launch – not “is it safe to launch?” but “is it safe to launch if something fails catastrophically and Dragon aborts and has to splash down anywhere in a several-dozen-mile corridor stretching the entire length of the Atlantic?” In the case of Crew-3’s launch, the main condition making that vast abort zone a no-go for launch is surface winds.
While aborting an expensive, time-sensitive rocket launch due to ground winds might bring to mind some kind of storm with vast swells and torrential rain, the reality is that NASA has only rated Crew Dragon to splash down when surface winds are less than 8-11 mph (13-18 km/h). In other words, the conditions causing 10+ days of delays and leading NASA to leave a skeleton crew at the space station’s US segment amounts to a firm breeze. There are likely many reasons (most hopefully good) for that highly conservative limit but ultimately, it means that NASA’s Crew Dragon missions will almost always be at risk of weather delays both going up and coming down.
As if to emphasize that fact, winds in the Gulf of Mexico, on the opposite side of Florida, also caused NASA to delay SpaceX’s Crew-2 departure and splashdown from November 6th/7th to November 8th, raising the risk of more Crew-3 delays or another complex schedule conflict if conditions force another change. A minor issue with Dragon’s toilet discovered during Inspiration4 and fixed on Crew-3’s ride to space will preclude its use during Crew-2’s 11-hour trip home, but that change should be barely noticeable to professional astronauts that are required to wear diapers as a precaution regardless. Otherwise, throughout the delays, Falcon 9 B1067, Crew-3 Dragon C210, and Crew-2 Dragon C206 have all thankfully remained healthy and ready to go.
Crew-2 is scheduled to undock from the ISS around 2pm EST (17:00 UTC) on November 8th and could splash down as early as 10:33 pm (03:33 UTC) – less than nine hours later.
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
