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SpaceX to ring in Crew Dragon’s success with a Starlink launch and landing
SpaceX wants to ring in the historic success of its Crew Dragon spacecraft the only way it knows how – sending 60-satellite Starlink satellites into orbit and landing another Falcon booster as few as three days after the company’s inaugural astronaut launch.
The mission – deemed Starlink-8 – will be SpaceX’s eighth Starlink launch overall and the seventh launch of upgraded v1.0 satellites, pushing the company a mission past the halfway point towards its first internet beta test. If successful, it will raise SpaceX’s ever-growing constellation to some ~475 satellites strong, approximately 400 spacecraft shy of the ~840 COO and President Gwynne Shotwell believes are necessary to begin rolling out Starlink internet service.
Delayed from May 7th to the 17th, 18th, and 19th before SpaceX called the mission off to give Crew Dragon’s inaugural astronaut launch space to breathe, Starlink-8 is now scheduled to launch no earlier than 9:25 pm EDT on June 3rd (02:25 UTC, 4 June). Aside from taking SpaceX another step towards an operational Starlink constellation and source of income independent of launches, the launch is also on track to mark several more critical milestones both in orbit and back on (or near) the ground.
By far the most notable (and unexpected) first of Starlink-8 is related to booster recovery plans. On May 30th, the very same day SpaceX performed its first astronaut launch, drone ship Just Read The Instructions (JRTI) was spotted heading out into the Atlantic Ocean, deck cleared for the first time in the better part of a year. While initially assumed to be another one of a few sea trials the radically upgraded drone ship has performed in the last few weeks, news broke hours later that JRTI was actually heading out to sea for its first rocket recovery attempt in more than 16 months.
Replacing SpaceX’s original East Coast-based drone ship of the same name, the current iteration of Just Read The Instructions debuted in the Pacific Ocean in January 2016 with an explosively-unsuccessful booster landing after launching the Jason-3 weather satellite. The ship’s next landing attempt would come one year later and kick of seven consecutive booster landings completed over the following 24 months, followed shortly by a temporary pause of SpaceX’s West Coast launch presence.
SpaceX intends to perform its limited manifest of future Californian launches while relying entirely on return-to-launch-site (RTLS) rocket booster recoveries back onshore, freeing up drone ship JRTI to head to Florida to support the company’s far busier East Coast manifest. After transiting the Panama Canal in August 2019 and undergoing several months of refits in Louisiana, JRTI arrived in Florida in December 2019 and has been gradually upgraded at Port Canaveral over the last few months. Now, outfitted with a new Octagrabber robot and thrusters and power supplies that dwarf those on SpaceX’s other drone ship, SpaceX has apparently given JRTI the go-ahead to attempt its first booster recovery in almost a year and a half.
Visors, reuse, rideshares and more
Additionally, Starlink-8 is scheduled to debut SpaceX’s first “VisorSat”, a Starlink satellite modified with a visor specifically designed to prevent sunlight from reflecting off of the shiny satellites and disrupting ground-based astronomy. If successful, all future Starlink satellites SpaceX manufactures will include the modification, hopefully mitigating or wholly eliminating Starlink’s impact on astronomy.
Starlink-8 is also expected to debut SpaceX’s potentially game-changing addition of rideshare slots for small satellites aboard a large portion of the company’s planned Starlink launches. Earth imaging company Planet is the first announced customer, with three ~125 kg (~300 lb) SkySat imaging satellites manifested on Starlink-8. Potentially costing Planet just $1 million apiece, the launch option could easily become industry-leading if SpaceX can regularly include several hundred kilograms of 3rd-party satellites on each of the 20+ Starlink missions it’s likely to launch annually.
Finally, Next Spaceflight says that Falcon 9 booster B1049 has been assigned to support Starlink-8, meaning that the mission will be the second time ever that a Falcon 9 booster has attempted its fifth orbital-class launch. Starlink-8 will come two and a half months after improper refurbishment caused Falcon 9 booster B1048 to suffer an in-flight engine failure during its fifth launch. While the booster changed its flight program on the fly to ensure the Starlink-6 mission was successfully completed, B1048 did so at the cost of its landing propellant, ending the booster’s productive life with a violent crash somewhere on the surface of the Atlantic Ocean.
If B1049 can successfully launch and land for the fifth time on June 3rd, it will become the pack leader of SpaceX’s fleet of reusable rockets. With a safe landing, B1049 can prepare to become the first booster to launch six times, hopefully proving that Falcon 9 can safely fly six, seven, eight, or more times – perhaps one day cresting 10 launches to achieve Falcon 9 Block 5’s design goal.
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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.”
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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.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
