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SpaceX CEO Elon Musk teases nine-engine Starship, Raptor upgrades
In his latest round of SpaceX-related tweets, CEO Elon Musk says that the company has plans to boost Raptor’s performance by at least 15% and the number of those engines installed on Starship by 50%.
Those updated goals came hand in hand with significant changes to the design and operation of both Starship and its Super Heavy booster, which at one point was expected to utilize a “Boost” variant of Raptor that would trade thrust vector control (TVC; i.e. gimballing) and a wide throttle range for far greater thrust. At least according to Musk’s latest account, that substantially different “Raptor Boost” variant is now no more.
On July 3rd, NASASpaceflight forum member and photographer BocaChicaGal captured photos of SpaceX delivering three new Raptor engines to its Boca Chica Starship factory. Two of those engines (RB3 and RB4) featured Raptor Boost labels and were likely the first engines of their kind to complete qualification testing in McGregor, Texas. As of their arrival in South Texas, it was assumed that Raptor Boost still represented a variant of the engine with almost 50% more thrust at the cost of gimbal and throttle authority.
However, Musk himself replied to some of the resulting tweets later that evening, revealing that Super Heavy’s outer ring of up to 20 “Raptor Boost” engines would indeed have no ability to gimbal but would still be able to throttle.
Later the same day, the SpaceX CEO clarified further, stating that the company now plans to upgrade Raptor’s existing design to boost engine thrust to ~230 tons (~510,000 lbf) while still maintaining a wide throttle range and optional thrust vector control. With such an engine, “all Raptors on [a Super Heavy] booster, whether fixed or gimbaling, would be the same.” The only unique aspect of “Raptor Boost,” then, would be their installation around the inner ‘ring’ of Super Heavy’s skirt and their resulting lack of gimbal authority.
It’s somewhat unclear, then, why two of the engines SpaceX delivered on July 3rd were labeled “RB#” and one explicitly outfitted with a name tag reading “Hello, my name is Boost.” Notably, a quick side-by-side comparison enabled by those photos strongly implies that Raptor Booster engine 3 (RB3) and Raptor 79 (R79) are virtually identical aside from RB3’s rerouted plumbing and unique mounting hardpoints. In other words, barring surprises, the “boost” nomenclature appears to be more vestigial than anything.
Ultimately, as Musk notes, if SpaceX manages to boost “Raptor 2” to 230 tons of thrust, a Super Heavy booster with 33 mostly identical engines would have a peak liftoff thrust around 7600 tons (~16.8 million lbf), translating to a thrust to weight ratio of more than 1.5. For a large rocket with liquid propulsion only, a TWR greater than 1.5 is very respectable and improves acceleration off the launch pad, reduces gravity losses in the first few minutes of ascent, and thus boosts overall efficiency.
Already, Musk’s implication that 33 engines could ultimately be installed on Super Heavy is a departure from comments the CEO made barely a month ago when he revealed a base increase from 28 to 29 engines with the possibility of expanding to 32 down the road. Also new is the implication that SpaceX is considering adding three more vacuum-optimized engines to Starship’s six planned Raptors, leaving ships with six Raptor Vacuum (RVac) engines and three sea level-optimized engines (the same variant on Super Heavy).
Musk says that SpaceX has yet to decide if Raptor Vacuum will be commonized with Raptor 2, boosting its thrust, or if greater efficiency will be pursued instead. Regardless, even with six 200-ton-thrust RVacs and three Raptor 2s, Starship would produce upwards of 2000 tons of thrust in vacuum, creating an upper stage with almost as much thrust as Falcon Heavy and a fully-fueled thrust to weight ratio of ~1.7 – even better than Super Heavy.
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
