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SpaceX Falcon 9 booster nails record fourth launch and landing during Starlink-1
For the first time ever, SpaceX has successfully launched and landed the same Falcon 9 booster on four separate orbital-class missions, pushing the rocket’s Block 5 upgrade one step closer to realizing its ambitious design goals.
After an unprecedented lull of more than three months between launches, SpaceX has successfully returned to flight with its internal Starlink-1 mission, simultaneously crossing off multiple rocket reusability milestones. In terms of value added, Falcon 9 booster B1048’s reflight was the most important non-satellite achievement of the mission.
Impressively, B1048 has now successfully launched and landed on four separate occasions, a first for all Falcon 9 or Heavy boosters. Some nine minutes after lifting off from Cape Canaveral, Florida’s LC-40 launch pad, B1048 came to a gentle, near-bullseye halt aboard drone ship Of Course I Still Love You (OCISLY), stationed some 630 km (340 mi) northeast of the Florida coast.
With the successful completion of Starlink-1, B1048 alone has now collectively supported the launch of more than 35 metric tons (77,000 lb) into Earth orbit, as well as the first attempted (but sadly unsuccessful) commercial Moon landing attempt as part of its third launch in February 2019. This particular tidbit is noteworthy because it likely makes B1048 the first Falcon 9 booster to help orbit more than twice the payload mass it would otherwise be capable of launching in a single mission, an impressive reminder of the game-changing success of SpaceX’s reusable rocketry development.
Even then, B1049 is likely close on B1048’s heels – if not already ahead of the booster – in terms of the mass of satellites it has singlehandedly helped to place in orbit.
Aside from Falcon 9 B1048’s historic fourth launch and landing, Starlink-1 also marked the first time SpaceX has launched a flight-proven payload fairing, a huge step towards ensuring that nearly all future Falcon launches are up to 80% flight-proven and 80% reusable. Starlink-1’s payload fairing previously flew on Falcon Heavy Block 5’s Arabsat 6A launch debut back in April 2019, essentially a worst-case scenario for fairing reuse.
That successful reuse in spite of the fairing’s exceptionally extreme launch and recovery conditions suggests that almost any fairing recovered in the future will capable of at least one reuse, be it on internal Starlink missions if not customer launches. CEO Elon Musk has previously indicated that Falcon 9 (and Heavy) fairings represent approximately 10% of the cost of Falcon 9 launches, meaning that each set of halves has a price tag of roughly $6 million. Additionally, it’s believed that Falcon fairing production has some of the longest lead-time aspects of any aspect of SpaceX rocket manufacturing, to the point that fairings could easily become a bottleneck for launch cadence without expensive production facility upgrades.
Instead, SpaceX may have chosen to spend a similar amount of time and money making Falcon fairings routinely recoverable and reusable. That program crossed a turning point in June and August 2019, when fairing recovery ship GO Ms. Tree (formerly Mr. Steven) successfully caught two fairing halves in a row, unequivocally proving that the challenging catches are repeatable. Three months later, November 11th’s Starlink-1 launch has also proven that fairings can be reused even without a successful catch, meaning that it will likely be far easier and far more viable to reuse fairings that have been saved from ocean baths.
Unfortunately, SpaceX had to call off an attempted dual recovery of both fairing halves and GO Ms. Chief’s first operational catch attempt due to high seas in the recovery area. Prior to her remaining, similar sea conditions destroyed and broke off two of Mr. Steven’s arms while traveling to the recovery area, and SpaceX has clearly learned from that experience.
SpaceX’s Starlink-1 launch webcast can be watched in full at the link below.
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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
