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SpaceX CEO Elon Musk talks Starship explosion: “We were too dumb”
Two days after a last-second failure caused Starship SN9 to smash into the ground and explode, SpaceX CEO Elon Musk has returned to Twitter with some harsh preliminary reactions.
Right off the bat, in response to a question about why Starships SN8 and SN9 both attempted their unsuccessful landings with only two of three available Raptor engines, Musk frankly stated that “we were too dumb.” At face value, it’s a decent question, given that there are no obvious showstoppers to explain why Starships couldn’t make the most of the redundancy their three Raptor engines can offer.
After completing an otherwise flawless 6.5 minutes launch, ascent, and belly-flop descent, Starship SN9 began a critical ~120-degree flip maneuver, sequentially igniting two Raptor engines and using that thrust to flip from a belly-down attitude to a tail-first landing configuration. Unfortunately, though the first Raptor did fire up and put in a good effort, the second engine failed to ignite, leaving the building-sized rocket to impact the ground traveling far too quickly.
Ironically, more than three years ago, Musk himself revealed in a Reddit Ask Me Anything thread that he and his engineers had decided to modify Starship’s (then known as BFS) design by adding a third Raptor to its central cluster of two engines.
“Btw, we modified the [Starship] design since IAC [2017] to add a third medium-area-ratio Raptor engine partly for that reason (lose only 1/3 thrust in engine out) and allow landings with higher payload mass for the Earth to Earth transport function.”
Elon Musk – Reddit AMA – October 2017
Primarily meant to enable more efficient landings in Earth’s atmosphere, adding a third engine to that cluster would logically increase the chances of a successful (or at least survivable) landing in the event that one engine fails. Greater thrust and an improved thrust-to-weight ratio both during launch and landing would fundamentally improve the efficiency of Starship, likely making up for most or all of the added weight.
In retrospect, it’s not entirely surprising to learn that a three-engine landing burn is probably the most logical option if three landing-class engines have been included in the design. In SpaceX and Musk’s defense, however, there are also several good reasons to use as few Raptor engines as possible.
It was foolish of us not to start 3 engines & immediately shut down 1, as 2 are needed to land— Elon Musk (@elonmusk) February 4, 2021
Throttling high-performance rocket engines is exceptionally difficult and Raptor is not yet a fully mature engine, meaning that it’s throttle capabilities are likely less than optimal. That’s relevant because the higher a rocket’s thrust-to-weight ratio during landing, the more aggressive its landings have to be. SpaceX is apparently extremely conservative with Starship in this regard, prioritizing slow, gentle landings by only using two of three available engines.
Ironically, it’s possible that that attempt at risk reduction resulted in harder landings for both Starship SN8 and SN9, as three-engine landing burns could have potentially slowed them down significantly more before impact.
At the same time, though it may have mitigated the severity of both landing failures, three-engine landing burns would not have resolved the fundamental issues that caused them. In SN8’s case, low fuel header tank pressure doomed the Starship, while SN9 is more ambiguous. Aside from the clear Raptor ignition failure, which a three-engine burn could have resolved by downselecting to two healthier engines, the one Raptor that did ignite appeared to suffer some kind of uncontained failure seconds before landing.
Impressively, despite that apparent combustion chamber or preburner failure, the engine’s landing burn seemed to continued uninterrupted until the moment of impact. As such, it’s hard to say if that lone Raptor was still producing substantial thrust or if it was in the throes of a catastrophic failure. If it could have held on for another 5-10 seconds and the third Raptor (the engine that didn’t reignite) was able to restart and perform without issue, a three-engine landing burn could have easily made SN9’s demise less violent or even have enabled a soft landing.
While a three-engine burn all the way to touchdown appears to be extremely risky or impossible for present-day Starships, Musk implied that there was nothing preventing SpaceX from reigniting all three engines during the initial flip and landing burn and using that time to determine the health of all three engines. If all three were healthy, Starship would shut down one for a soft landing. If one engine failed to restart or lost thrust shortly after ignition, the other two would already be active and able to take over.
Musk says that Starship SN10, already at the launch pad and likely days away from its first tests, will attempt to adopt that approach on an upcoming test flight expected as few as 2-3 weeks from now.
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.”
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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.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
