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SpaceX Falcon 9 booster returns to port on upgraded drone ship
Upgraded SpaceX drone ship A Shortfall Of Gravitas (ASOG) returned to Port Canaveral on Tuesday, August 31st after a flawless inaugural Falcon 9 booster landing.
In a pleasant coincidence, the brand new drone ship was greeted by an even newer member of SpaceX’s rocket recovery fleet, which had arrived just hours before after bidding farewell to the Louisiana port it was upgraded at the week prior. Named after Doug Hurley and Bob Behnken, the NASA astronauts that helmed Crew Dragon on its crewed orbital launch debut, Doug was the first to arrive and reached its Port Canaveral berth around 9pm EDT on August 30th. Returning to port with a rocket on board for the first time, drone ship ASOG berthed beside Doug just 12 hours later.
Side by side, ASOG and Doug effectively represent the next evolution of at-sea recovery for SpaceX, a company famous for continuously striving for improvement and optimization.
Notably, confirmed unequivocally by a SpaceX engineer during NASA’s CRS-23 pre-launch briefing, a mission that was also ASOG’s very first, the drone ship has been designed to navigate to the correct position, precisely station-keep during landing, secure the landed booster, and transport that booster back to port “completely autonomously.” Up to now, every one of SpaceX’s 76 at-sea landing attempts to date has required a tugboat to tow the drone ship to the recovery zone and a second ship (usually GO Quest or NRC Quest) to support the crew of SpaceX technicians that maintain the drone ship, fix problems, and secure landed boosters.
In 2017, SpaceX improved those procedures to a degree and debuted a robot known as Octagrabber on drone ship Of Course I Still Love You (OCISLY). Designed to remotely grab the same Falcon booster ‘hold-down’ hardpoints used by the launch pad, Octagrabber allows SpaceX’s recovery team to remain safe aboard their support ship, avoiding the undeniable danger of working in close proximity to a sliding 25 ton (~50,000 lb) object in all but the worst conditions.
While Octagrabber has undeniably been a boon for the recovery crew, all SpaceX ocean recoveries since have still required tugboats and a crew support ship. Now, thanks to unspecified upgrades, SpaceX believes that A Shortfall of Gravitas will be able to recover Falcon boosters with zero human intervention. It’s likely that SpaceX will still need to arrange a tugboat and pilot to take ASOG to and from the mouth of Port Canaveral and humans will certainly still be involved in the process of retracting landing legs and lifting boosters off the drone ship, but what SpaceX proposes would still be a major upgrade.
However, perhaps the biggest hurdle for SpaceX to operate truly autonomous drone ships will be securing regulatory approval to do so. Perhaps anticipating that gap between technical and legal readiness, SpaceX has bought two new support ships – Bob and Doug – outright. Set to be the largest traditional ships in SpaceX’s fleet, Bob and Doug appear to be designed to do it all. Each outfitted with a large crane and winch, both ships should be able to recover Falcon fairings, tow drone ships, and host crews of technicians (if needed). Additionally, they appear to have space for a helipad and could potentially be modified to triple as Dragon recovery assets.
In other words, even if it takes a while before ASOG and Just Read The Instructions (JRTI) are able to operate autonomously, Bob and Doug should feasibly allow SpaceX to save money on recovery operations by combining fairing recovery, tugboat, and crew support roles into one vessel.
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
