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SpaceX Falcon 9 greeted by iconic Florida sunset after first rocket landing of the decade
After completing its fourth flawless orbital-class launch and landing in 16 months, SpaceX’s latest reusable Falcon 9 rocket has successfully returned to dry land and was greeted by a spectacular Florida sunset during its port arrival.
Safely secured aboard drone ship Of Course I Still Love You (OCISLY) by SpaceX’s famous Octagrabber robot, which uses claws its tank-like heft to physically hold the rocket down, Falcon 9 booster B1049 passed through the mouth of Port Canaveral on January 9th. This effectively marked the end of its third drone ship recovery and fourth landing overall since its orbital-class launch debut in September 2018, averaging a SpaceX launch every four months.
B1049.4 supported SpaceX’s second launch of upgraded Starlink v1.0 communications satellites and the 60 spacecraft it helped send to orbit almost certainly catapulted the company into the position of owning the world’s largest private satellite constellation – now measuring some 175 operational spacecraft strong. Those 60 new Starlink satellites have since deployed their solar arrays, performed basic systems checkouts, activated their krypton-fueled ion thrusters, and begun raising their orbits to around 350 km (220 mi). After arriving at 350 km, SpaceX will carefully analyze the performance of each satellite and send all healthy spacecraft to their final operational altitude of 550 km (340 mi).
Teslarati photographer Richard Angle was present for both sides of Falcon 9 B1049’s fourth orbital-class launch and landing, capturing the booster’s January 6th liftoff from Cape Canaveral Air Force Station Launch Complex 40 (CCAFS LC-40) and its January 9th Port Canaveral arrival aboard drone ship OCISLY. Given the spectacular Florida sunset that greeted the rocket, B1049 clearly has a preferred color palette – fire.
Falcon 9 B1049 is powered by nine Merlin 1D engines capable of burning liquid oxygen and refined kerosene (RP-1) to produce a maximum thrust of 7600 kN (1.7 million lbf), giving it a thrust to weight ratio of more than 1.4 even when fully loaded with some 525 metric tons (1.2 million lb) of propellant.
According to SpaceX and CEO Elon Musk, Falcon 9’s newest Block 5 boosters – debuted in May 2018 and expected to be the last major upgrade to the family – are designed to be capable of at least 10 orbital-class launches each. A step further, they could potentially be able to perform dozens of missions before retirement is unavoidable, although that would reportedly require the same sort of in-depth overhauls that are routine for modern airliners. Regardless of SpaceX’s aspirations of 10-100 flights per booster, the company is making great progress but undeniably has a long ways to go.
Still, it’s not actually as long as it may seem. On January 6th, Falcon 9 B1049 became the second SpaceX booster to successfully launch four times, following in the footsteps of B1048’s record-breaking fourth flight – completed in November 2019. Now in possession of two consecutively-built Falcon 9 boosters with four flights under each of their belts, SpaceX should be able to quickly determine whether its fleet of reusable rockets can be trusted with four launches (and more).
Additionally, after two months for technicians and engineers to inspect and repair the booster, B1048 could be ready for its fifth launch far sooner than later. SpaceX wrapped up B1049’s fourth post-recovery processing on January 13th – a relatively brisk three and a half days from port arrival to horizontal transport. The booster was moved to one of SpaceX’s many Cape Canaveral hangars, where – just like B1048 – it will be inspected, refurbished, and turned around for its fifth launch sometime in the near future.
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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
