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SpaceX’s drone ships near return-to-action with Block 5 Falcon 9 landings
Teslarati photographer Pauline Acalin’s recent trips to drone ship Just Read The Instructions’ berth in Port of San Pedro shows that SpaceX technicians are nearly done preparing the hibernating vessel for a return to Falcon 9 rocket recoveries in the Pacific Ocean, a ten-month drought likely to end for good on July 20th.
Although it’s hard to believe, SpaceX’s West Coast autonomous spaceport drone ship (ASDS) has been effectively marooned at its Port of Los Angeles berth for more than nine full months, with the vessel’s last recovery occurring just after the October 9 launch of ten Iridium NEXT satellites, the fourth of five SpaceX Vandenberg launches in 2017 (and the fourth of four West Coast booster landings).
SpaceX’s West coast drone ship Just Read The Instructions getting some much needed fresh paint in 2017. (Instagram, anonymous)
Three months after that October mission and booster recovery, SpaceX expended their next California launch and marked the beginning of a streak of eight missions where flight-proven Block 3 and 4 boosters could have been recovered but no attempts were made. While intermixed with the spectacle of Falcon Heavy’s dual side booster landings at LZ-1, the debut launch and recovery of Falcon 9 Block 5, and two other Block 4 booster recoveries, the majority of SpaceX’s launches since December 2017 have been treated as expendable – put simply, the company decided that recovering and refurbishing twice-flown boosters of older Falcon 9 blocks was not worth the effort and expense.
Instead, those well-worn boosters were expended in the Pacific and Atlantic Oceans after partially supporting a series of experimental tests designed to gather additional data on the recovery envelope of SpaceX’s partially reusable rockets. The rationale makes sense – SpaceX fundamentally sacrificed some of its older, less-reusable Falcon 9 boosters for the sake of knowledge that may allow their highly reusable Falcon 9 Block 5 predecessors a better chance of successfully landing even after exceptionally fast, hot, and high-energy recoveries, a necessity if the upgraded rockets are to be reused 10 to 100 times, as is the goal.
Although Just Read The Instructions spent several months without a full complement of maneuvering thrusters, thanks in part to efforts to keep its besieged East coast sister Of Course I Still Love You operational, photographer Pauline Acalin’s photos over the last several months show that the vessel now has four full thrusters installed and ready to bring it back into rocket recovery action in the Pacific Ocean.
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- SpaceX’s drone ship Just Read The Instructions and fairing catcher Mr Steven at their Port of San Pedro berths, May 2018. Note the four bright blue thrusters visible aboard JRTI, three installed and one on deck. (Pauline Acalin)
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- The aggressive Atlantic Ocean landing of Thaicom-8’s Falcon 9 first stage. (SpaceX)
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- Iridium-1’s successful and scenic landing on Pacific drone ship JRTI, January 2017. This could be an increasingly rare occurrence in the Pacific, thanks to SpaceX’s new land-based landing zone. (SpaceX)
Still, the abrupt return to expendable rocket launches after a year – 2017 – filled to the brim with 18 of 18 successful launches and 14 of 14 successful landings led to a decidedly fascinating vein of disapproval in the SpaceX enthusiast and broader spaceflight fan communities – people had grown accustomed to the adrenaline-soaked thrill of routine Falcon 9 rocket landings. Some expressed worries that regularly and intentionally expending large hunks of metal in the ocean could harm their ecosystems and was tantamount to littering. None the wiser, every other launch provider in the world continues to expend all of their rocket boosters without any attempts at recovery like the nearly all non-Shuttle rocket launches in the past six decades, and their tepidly reusable next-generation rockets are unlikely to even begin attempting hardware recovery until the mid-2020s at the earliest.
Frankly, SpaceX’s abrupt successes with orbital-class rocket recovery struck a chord with observers, demonstrating just how intuitive attempting to recover expensive rocket hardware really is, while also bringing into clear focus the actual insanity of failing to try and of the seemingly ad-hoc rationalization of expendable rocketry. Thankfully, we still have SpaceX, and the company’s spate of rocket booster sacrifices is likely just one expendable launch away from coming to an effective end for the indefinite future, with that particular launch – CRS-15 – scheduled less than two weeks from now, on June 29th.
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- B1045, tasked with launching NASA’s TESS exoplanet observatory, roughly 24 hours before liftoff. (Tom Cross)
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- After launching in April 2018, B1045 landed on OCISLY and is being refurbished for a second launch in just 5 days, on June 29. (Tom Cross)
After CRS-15, which will probably see its twice-flown Block 4 booster expended in the Atlantic, a combination of Block 5 Falcon 9s and Heavies will theoretically bring to an end the practice of expending orbital rocket boosters, at least on SpaceX’s watch. Considering that the upgraded boosters have been designed and built to launch as many as ten times with minimal refurbishment and potentially 100+ times with regular maintenance, the opportunity cost of an expended Block 5 rocket booster is so high that it is difficult to imagine SpaceX will be easily swayed to expend one until it’s flown at least several times prior.
We here at Teslarati eagerly await the imminent demise of expendable rockets, set to begin in earnest – at least for SpaceX – around July 19th and 20th with two Falcon 9 Block 5 launches on two coasts, one with Telstar 19V (Florida) and the other with Iridium-7 (California).
Follow us for live updates, peeks behind the scenes, and photos from Teslarati’s East and West coast photographers.
Teslarati – Instagram – Twitter
Tom Cross – Twitter
Pauline Acalin – Twitter
Eric Ralph – Twitter
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
