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 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
