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SpaceX CEO Elon Musk forecasts a dozen Starship launches next year
CEO Elon Musk has provided a small update on SpaceX’s next-generation Starship rocket in a brief statement to and Q&A with the board of the US National Academies of Science, Engineering, and Medicine.
While it’s now been more than two years since Musk last gave a proper presentation on the Starship program, a number of excellent questions from board members still managed to extract a handful of new details about the fully reusable rocket, which the SpaceX CEO says aims to “be a generalized transport mechanism for the [entire] solar system.” According to Musk, though, the most pressing near-term issues facing SpaceX are more down to Earth.
Reiterated several times in his comments to the National Academies, Musk says that the current limiting factor for Starship is securing regulatory approvals from the FAA for the rocket’s first orbital test flights, which SpaceX and Musk initially hoped would begin as early as mid-2021. Targets from July to November 2021 have since come and gone, while SpaceX has only begun to make concerted progress towards Starship’s first orbital launch in the last two or so months. Almost two months after its first rollout, Starship S20 – the first orbital-class prototype – began integrated testing, completing ambient and cryogenic proof tests in late September and its first Raptor preburner and static fire tests in the second half of October.
Most recently, after almost a month spent inactive at SpaceX’s Starbase test facilities, Starship S20 fired up all six of its Raptor engines – the first test of its kind and a major milestone for the program. Save for the completion of some relatively simple closeout tasks, Starship S20 is now more or less qualified for flight after its successful static fire. That leaves Super Heavy Booster 4 (B4) – the first stage meant to carry Ship 20 into space – up next on SpaceX’s South Texas testing docket after almost four agonizing months spent sitting, untested, at various Starbase facilities.
Musk says that SpaceX preparing to complete “a bunch of tests in December” with the implication that those tests likely include the first full Super Heavy wet dress rehearsal (WDR) with thousands of tons of live propellant and the first several booster static fire tests. Recently refitted with 29 Raptor engines for the third time in four months, it appears that SpaceX is finally close to finishing Super Heavy B4 to a point that will allow the booster to begin integrated testing. Through Super Heavy B3, which completed testing this summer, SpaceX thankfully already knows that the basic booster design is a structurally sound pressure vessel with plumbing and systems capable of surviving a three-Raptor static fire.
Still, that’s barely more than 10% of the total number of engines Super Heavy will need operational to send Starship to orbit. After months at the pad, SpaceX is finally closing out Booster 4’s aft section and installing a basic heat shield around its 29 Raptor engines, which will produce up to ~5400 metric tons (~12M lbf) of thrust at liftoff – more than any other rocket in history. Following Starship S20’s recent success, SpaceX has now fired six Raptors simultaneously and in close proximity without issue. However, Super Heavy B4 will have to fire 29 engines packed into roughly the same amount of space. No other liquid rocket stage in history has a more densely-packed thrust section, averaging at least 85 tons of thrust per square meter (~125 psi) of available engine space.
It’s thus likely that SpaceX will split Super Heavy B4’s first static fire campaign into several different parts, possibly involving seperate tests of the center cluster of nine Raptor Center (RC) engines and outer ring of 20 Raptor Boost (RB) engines before firing up all 29 together. Even if that testing is completed without issue on the first attempts, SpaceX will still likely want to perform a full wet dress rehearsal – and possibly even another 29-engine static fire – with Ship 20 installed on top of Booster 4.
Musk also believes that Starbase’s first orbital launch site will be complete as early as “later this month” – essential for full booster testing. Once all testing is complete, Musk says Starship, Super Heavy, and Starbase should be ready for their first orbital launch attempt as early as January or February 2022. Of course, that launch is entirely contingent upon FAA environmental approval and launch licensing, the former still incomplete and the latter unable to proceed until the former is complete. If the FAA reaches a favorable conclusion, meets its recently-announced target of December 31st to complete Starbase’s environmental review, and grants SpaceX a new launch license just days or a few weeks later, a January-February launch isn’t out of the question.
Looking further into 2022, Musk also revealed that he hopes SpaceX will complete “a dozen [Starship] launches” next year – incredibly ambitious by any measure. There isn’t a rocket in history that’s achieved double-digit launches in the same year as its debut. More importantly, even if the FAA environmental review SpaceX is in the middle of ends with the best possible outcome for Starship, it limits the company to either 3, 5, or 8 (it’s somewhat ambiguous) orbital launch attempts per year. Still, even a ‘mere’ three orbital Starship launch attempts in 2022 would be an incredible acheivement for SpaceX – let alone five, or Musk’s forecast of a dozen.
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
