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SpaceX Inspiration4 astronauts reveal Dragon’s ‘cupola’ in the flesh
SpaceX’s first fully private astronaut crew have revealed the first real look at a unique part of the Crew Dragon spacecraft that will carry them to orbit just two weeks from now.
Known as Inspiration4, the mission is the brainchild of Shift4 CEO, founder, and billionaire Jared Isaacman and will be the first orbital astronaut launch dedicated exclusively to space tourism. Unlike the side ventures of billionaires Jeff Bezos and Richard Branson, both of which cap out around 100 km (~62 mi) and Mach 3 (~1000 m/s) with vehicles that have minimal utility outside of their tourism roles, Inspiration4’s four-astronaut crew will be headed to orbit – 540 km (335 mi) at Mach 25 (>7500 m/s) – in a spacecraft designed and used to ferry NASA astronauts to and from the International Space Station.
A step further, aside from its more symbolic role in the potential future of orbital space tourism, Inspiration4 will also check off several major technical firsts – each impressive in its own right.
First and foremost, perhaps the most unique technical aspect of Inspiration4 will be the custom-built ‘cupola’ SpaceX has replaced Crew Dragon’s docking port with. Plans for the large transparent dome were revealed in March 2021 and according to Isaacman himself, SpaceX effectively took the idea from paper concept to real-world human-rated hardware in just six months. Initially shown off in an official render, Dragon’s ‘dome’ was portrayed as a completely uninterrupted glass-like hemisphere where the spacecraft’s docking port would normally go.
As a free-flyer mission with no need to rendezvous or dock with a space station, once-flown Dragon capsule C207 had no need for that module on Inspiration4 and SpaceX seemingly agreed. Six months later, the end result is practically identical to the renders aside from four black heat shields that will protect parts of the dome from the heat of Dragon’s four most important Draco thrusters. Regardless, the dome itself still appears to be uninterrupted, almost certainly making it the largest single-piece window ever flown to space when Inspiration4 launches later this month.
Additionally, Isaacman confirmed that SpaceX has also installed a custom camera inside the retractable nosecone the dome (and normally the docking port) is cocooned inside during ascent and reentry. In just the right position, that camera should be able to take some truly spectacular photos of Dragon’s four astronauts (Jared Isaacman, cancer survivor and PA Hayley Arceneaux, science communicator Sian Proctor, and raffle-winner Christopher Sembroski) silhouetted by Earth, space, and the stars.
Aside from SpaceX’s unique cupola modification, Inspiration4’s Crew Dragon capsule is on track to once again smash the company and world’s record for orbital space capsule turnaround. Previously tasked with supporting Crew-1, SpaceX’s first operational NASA astronaut launch, Dragon capsule C207 reentered and splashed down after six months in orbit on May 2nd and is now scheduled to launch four more astronauts as early as September 15th. If all goes according to plan, C207 will thus fly twice in ~136 days, beating a 227-day turnaround record set just weeks prior by 91 days (41%).
Meanwhile, SpaceX has also assigned Falcon 9 booster B1062 to launch Inspiration4, making the mission the first time a twice-flown Falcon booster launches astronauts. All told, it’s hard to imagine a better way to effectively ring in a new era of true space tourism. Stay tuned for updates as Inspiration4 tracks towards liftoff around Wednesday morning, September 15th.
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
