News
SpaceX’s Elon Musk talks Starship heatshield, rocket landings on Joe Rogan podcast
In a multi-hour February 2021 interview with Elon Musk himself, Joe Rogan inexplicably told the famous engineer and CEO that he had never seen a SpaceX rocket landing.
Of course, the 200+ minute conversation did produce a few minor tidbits of interesting information about SpaceX (and much more about Tesla projects), but Rogan’s statement that he’d never seen a SpaceX rocket landing before stole the limelight by a long shot.
SpaceX landed its first Falcon 9 booster – to an extraordinary amount of fanfare – in December 2015. In the five years since that breakthrough, SpaceX has successfully landed Falcon boosters 73 more times. A full 26 of those landings occurred in just the last 12 months. Falcon Heavy – responsible for spectacular, crowd-favorite performances – completed three dual-booster landings and one triple-booster landing between February 2018 and June 2019.
It’s not unimaginable that almost every single human on Earth with some level of access to the internet or social media is at least vaguely aware of or has watched videos of SpaceX landing rockets. To be clear, it is an unequivocal fact – including past comments on landings from Rogan himself – that Rogan has watched SpaceX land Falcon boosters at least once, if not several times. The only real takeaway, fellow readers, is that heavy, long-term drug use is inadvisable.
Cringeworthy moments aside, the interview did produce a select few minor details that weren’t explicitly known before. Most notably, Musk briefly discussed the challenge of developing a heat shield capable of safely returning orbital Starships back to Earth and revealed the main issue that SpaceX is currently working on.
Over the last six or so months, SpaceX has been gradually expanding small installations of heat shield tiles on Starship prototypes, ranging from vehicles that never left the ground to high-altitude Starships SN8 and SN9. Those tile installations have grown from a handful (4-8 on Starhopper in 2019) to literal hundreds on the most recent Starship completed by SpaceX.
During earlier ground testing and more recent hop tests with Starships SN5 and SN6, some of those ceramic composite tiles actually fell off or shattered, perhaps due to vibrations from Raptor engines or mechanical stress caused by Starship shrinking and contracting from thermal expansion. According to Musk, what SpaceX is trying to determine with those coupon-style tests is how to install a heat shield with tiles that are neither too close together or too far apart.
According to Musk, ceramic heat shield tiles placed too close together will ultimately shatter, break, or fall off when subjected to the stresses of Starship operations. Those stresses include the violent vibrations created by rocket propulsion supersonic to hypersonic travel, as well as airframe expansion and contraction that occurs when Starship’s steel hull is cyclically heated and cooled by Raptor burns and cryogenic propellant. In other words, assuming fragile, ceramic tiles are a necessity, they need to be placed far enough apart to avoid all of those possible pitfalls.
On the opposite hand, though, the entire point of Starship’s heat shield is to insulate it from extreme thermal stress during atmospheric reentry. If individual tiles are situated too far apart, superheated gas (plasma) produced during reentry will find its way between those tiles, heating up the structure they’re meant to keep cool. In the case of Starship, its steel hull is more than twice as resilient to reentry heating than comparable vehicles (like the Space Shuttle) with common aluminum frames, but a few millimeters of steel is still not enough to prevent weakening, damage, or outright burn-through in the face of orbital reentry.
In essence, SpaceX has to “get the gaps just right” – not too far apart to protect the airframe from plasma intrusion but not so close together that tiles impact or damage their neighbors as Starship cools and warms.
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
