News
SpaceX CEO Elon Musk says first orbital Starship prototype will be done by June
SpaceX CEO Elon Musk says that the company’s first Starship prototype – a low-fidelity hop test vehicle – has finished assembly in South Texas, paving the way towards a series of experimental vertical take-off or landing (VTOL) hop tests that could begin as early as February or March 2019.
One step beyond the prototype currently rising out of the coastal Texas wetlands, Musk also indicated that the first orbital Starship prototype – essentially the spacecraft’s first full-fidelity test article – could be completed as early as June 2019, a truly extraordinary pace of development for a program as complex and cutting-edge as BFR.
Starship test flight rocket just finished assembly at the @SpaceX Texas launch site. This is an actual picture, not a rendering. pic.twitter.com/k1HkueoXaz
— Elon Musk (@elonmusk) January 11, 2019
Starhopper rising
Barely six weeks after work began on the massive Starship prototype, SpaceX’s Starhopper appears to have grown to its full ~40m (~130 ft) height in South Texas. Following a preliminary fit test on Tuesday, January 8th, workers made a second attempt on Wednesday and completed the final attachment of Starhopper’s upper and lower halves. Intriguingly, no time was wasted spot-welding the halves together after their successful docking, and an additional sheet of stainless steel has been welded over the seam in the hours since then.
-
- It remains to be seen if BFR can be made as reusable and reliable as it will need to be to sustainably support interplanetary humans. (SpaceX)
-
- Eventually, SpaceX may graduate into high-speed, high-altitude flight tests of the prototype spaceship to fully test the design of its its control surfaces and “ultra-lightweight heat shield”. (SpaceX)
-
- (SpaceX)
-
- BFR’s booster, now known as Super Heavy. (SpaceX)
-
- BFR (2018) breaks through a cloud layer shortly after launch. (SpaceX)
However, what looks like 9m-diameter (~30 ft) steel tank domes are being assembled and welded together at the same SpaceX facility, despite the fact that no domes have been observed being installed inside Starhopper. Musk did seem to indicate that even Starhopper – requiring far less propellant than an orbital Starship – will still feature full 9m (~30 foot) diameter tanks. This could imply that the newly integrated Starhopper has yet to have propellant tank domes installed inside and will need to be taken apart again to allow for that critical final step. If that is not the case, the only possible explanation is that Starhopper’s propellant tanks will actually be less than 9m in diameter and will be lifted up through the vehicle’s aft for installation.
One last increasingly improbable possibility is that a significant portion of the hopper’s upper half will be or already is a pressure vessel capable of holding cryogenic propellant, although the process of actually watching the less than surgical fabrication does not inspire a great deal of confidence in any potential pressure vessel aspirations. In the meantime, we have been given the first look at what the outside of Starhopper will look like once complete. According to SpaceX CEO Elon Musk, hop tests of the imposing vehicle could begin as few as 4-8 weeks from now.
-
- Starhopper is assembled for the second time, January 9th. (NSF – bocachicagal)
-
- And voila! (NSF – bocachicagal)
-
- Meanwhile, giant 9m-diameter tank domes are being assembled and welded together a few hundred feet away from Starhopper. (NSF – bocachicagal)
To orbit, and beyond!
Aside from offering the above photo and comparing Starhopper’s prospects to those of Falcon 9’s Grasshopper and F9R hop test articles (i.e. very suborbital and very short-lived), Musk also stated that the first orbital Starship prototype could be completed as early as June 2019, as few as three months after Starhopper’s first hop test. This paints at least a rough picture of the planning going on for BFR’s flight test regime, beginning with a suborbital hop test prototype, moving to a full-fidelity Starship capable of high-speed intra-atmospheric heat shield and aero surface testing, and finally full-up orbital testing with the completion of the first BFR booster (now known as Super Heavy).
Should be done with first orbital prototype around June
— Elon Musk (@elonmusk) January 11, 2019
Both, but demo Starship is being built now, whereas Super Heavy hardware will start getting built in spring
— Elon Musk (@elonmusk) December 9, 2018
According to Musk, the first Super Heavy booster will begin production and assembly as early as spring 2019, while the CEO stated that he believed the odds of BFR (Starship/Super Heavy) reaching orbit by 2020 were 60% and “growing rapidly” thanks to a recent move from carbon composite tankage to stainless steel. If SpaceX and Musk keep putting their money where their mouths are and rapidly building test articles and prototypes, that orbital debut might actually be less insane than it sounds. We’ll find out soon enough.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
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
