News
SpaceX's Elon Musk works through holidays on Starship's "most difficult part"
SpaceX CEO Elon Musk says he has been working through the holidays at the company’s Boca Chica facilities to get Starship’s “most difficult part” ready for the next-generation spacecraft’s next prototype and flight tests.
Known as tank domes or bulkheads, Musk says that the hardware is the most difficult part of building and assembly Starship’s primary structure, referring to the steel engine section, tanks, and pointed nose that comprise most of the spaceship’s body. Starship’s primary structure must stand up to the rigors of all aspects of flight, including highly-pressurized propellant tanks, extreme G-forces during launches, orbital reentry, and more.
It was never officially determined whether the failure was intentional or not but during the first Starship prototype’s (Mk1) last test campaign, the vehicle experience an overpressure event while being filled with liquid oxygen or nitrogen. Localized to the weld connecting the upper tank dome to Starship’s cylindrical tank section, the dome essentially sheared off at the weld and launched hundreds of feet into the air, sending a shockwave through the vehicle that crumpled many of its steel structures as if they were aluminum foil.
It’s likely that Starship Mk1’s failure was an intentional overpressure event, meaning that SpaceX may have purposely pressed the vehicle’s tanks beyond their design limits to determine how structurally sound they were. What is less clear is whether the rocket burst before or after reaching its theoretical design limit.
For reference, SpaceX’s Falcon 9 rocket operates with its fuel and oxygen tanks pressurized to about 50 psi (3.5 atm) with localized pressures likely doubling or tripling near the bottom of both tanks during the first minute or two of launch. Some amateur back-of-the-envelope calculations from videos of Starship Mk1’s burst event suggest that it was pressurized to at least 60-75 psi (4-5 atm) at its upper tank dome, meaning that the pressure on its two lower domes and tank walls would have been even higher. If correct, those unofficial figures mean that Mk1 actually performed quite well considering the ramshackle facilities and unprecedentedly spartan methods used to fabricate and assemble it.
As such, Musk likely considers Starship’s tank domes the “most difficult part of [its] primary structure” in large part because of how difficult it is to make giant propellant tank domes simultaneously light and strong. Musk has previously implied that Starship Mk1 was more 200 tons (450,000 lb) empty while the ultimate goal for the spacecraft’s empty weight is closer to 120 tons, and a large portion of that weight savings will likely have to come from making its tank domes as light as possible.
In line with that educated speculation, the last month or so of SpaceX’s Starship work in Boca Chica, Texas has been marked by a distinct focus on building tank domes. In fact, Musk himself tweeted that he had worked all night with SpaceX engineers in Boca Chica in a bid to get dome production ready for Starship’s Mk3 prototype, the first Super Heavy hardware, and many more rockets to come.
Prior to Musk’s tweet, a Starship tank dome was actually shipped all the way from Florida to Texas and arrived earlier this month. Meanwhile, technicians have been briskly building up an additional dome using what appears to be a different method of integration involving new parts. SpaceX is currently attempting to weld Starship’s tank domes together from several dozen pre-formed sheets of stainless steel.
The sheets of steel assembled into the dome Musk showed on December 27th likely arrived in Boca Chica on December 13th, implying that SpaceX has managed to complete the majority of the first dome prototype – using a new process – in barely two weeks.
After SpaceX lifted the partially-completed dome off one of its custom assembly jigs, workers almost instantly began staging new sections of steel, beginning the process of integrating yet another tank dome – now likely the fourth on-site in Boca Chica. Meanwhile, at a nearby section of SpaceX’s Boca Chica production facilities, yet another dome was visible on the 28th. In short, SpaceX should soon have more than enough tank domes to complete the next Starship prototype – said to be a significantly improved and refined design compared to Mk1.
Known as Starship Mk3 (or Starship SN01), Musk says that the rocket – currently just a miscellaneous collection of separate parts – could (“hopefully”) be ready for its first flight as soon as February or March 2020.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
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
