News
SpaceX to shift Falcon 9’s next West Coast launch to Florida, the first of its kind in decades
According to NASASpaceflight spaceflight reporter Michael Baylor and an Argentinian government website, SpaceX appears to have decided to move its next West Coast launch from California to Florida, signifying the first East Coast polar launch in half a century could be just four months away.
Initially expected to launch out of SpaceX’s Vandenberg Air Force Base (VAFB) SLC-4E pad on a Falcon 9 rocket, the Argentinian space agency’s (CONAE) SAOCOM-1B Earth observation satellite was scheduled to lift off no earlier than February 2020. That launch window remains the same but Florida’s Cape Canaveral Air Force Station (CCAFS) has somehow arranged approval to reopen the United States’ Eastern polar launch corridor. The story behind the corridor’s closure is a bizarre one.
Having earned itself a bit of notoriety and fame over the years, the story of the closure of the Eastern polar launch corridor is simple on the outset. In November 1960, a Thor Able-Star rocket lifted off from Cape Canaveral for what was hoped to be a routine military launch. This particular mission carried GRAB II, a covert signals intelligence spacecraft designed to spy on radio communications around the globe.
Long story short: that Thor rocket suffered a failure that caused the booster to prematurely shut down and divert from its planned trajectory, forcing the range safety officer to manually trigger the rocket’s self-destruct mechanisms. Broken apart by explosives, one unlucky cow – standing in a Cuban field some 400 miles (650 km) downrange – was struck by rocket debris, killing the farm animal. Indeed, this might initially seem like an absurd reason to entirely end the practice of polar orbital launches from Cape Canaveral, but Cold War tensions were extremely high and President Fidel Castro leaped on the opportunity to hound the US.
An article published in a 2008 issue of the US Naval History Magazine covers this minor debacle in greater detail, shedding some much-needed light on why things played out how they did.
“In what somewhat inaccurately became known as “the herd shot around the world,” some of the falling rocket debris apparently splattered on a Cuban farm and killed a cow. “This is a Yankee provocation,” accused Revolucion, an official Cuban publication, insisting that the rocket was deliberately exploded over the country. Government radio stations cited the incident as further proof that the United States was trying to destroy the regime of Cuban President Fidel Castro. One cow was even paraded in front of the U.S. Embassy in Havana wearing a placard reading “Eisenhower, you murdered one of my sisters.”
Castro filed a complaint at the United Nations, and Washington sheepishly conceded the possibility that “fragments from the rocket booster” could have landed in Cuba. CIA Director George Tenet later quipped somewhat tastelessly that it was “the first, and last, time that a satellite had been used in the production of ground beef.” Further launches overflying Cuba were postponed, and improvements were made to the Cape Canaveral range-safety system. In any case, it was a dejected NRL group that returned to Washington.”
Naval History Magazine – April 2008
That overflight postponement was never withdrawn and VAFB – located on the coast of California – has supported all US polar launch** activity since late-1960. Public word of the possible reopening of the Eastern polar launch corridor came 57 years later when Wayne Monteith, commander of the 45th Space Wing, revealed that he had tasked analysts to determine whether the corridor could be reopened in light of wildfire troubles that closed VAFB’s Western Range in 2016. They concluded that there were no obvious technical showstoppers.
**There is a report that a Thor Delta C rocket performed two sun synchronous orbit (SSO; ‘nearly polar’) launches in the mid-1960s, overflying Cuba in the process, but it’s unclear if the trajectory used was the same as those used before Thor’s 1960 GRAB II failure.
A reporter who was present at the press conference said that SpaceX’s SAOCOM 1B launch hadn’t officially been put on on the Eastern Range’s planning schedule, indicating that some work remains before it can truly be said that the Eastern polar launch corridor has been reopened. Nevertheless, Douglas Schiess, the current commander of the 45th Space Wing, was obviously confident that those final steps are more technicalities than potential showstoppers and that 21st-century Eastern polar launches are now a question of “when”, not “if”.
In Monteith’s 2017 statement, it was stated that there is one major condition on the reopening: all launch vehicles intending to fly it must feature autonomous flight termination systems (AFTS). This is due to the risk that the rocket’s plume might prevent the reliable reception of radio telemetry at Florida-based tracking stations. SpaceX is currently the only launch provider in the world to have implemented AFTS and is thus the only provider currently capable of launching polar missions from Florida.
Time will tell just how extensive Florida’s polar launch capabilities are and how dramatically the new capability will impact Vandenberg’s commercial launch ecosystem. Speaking in 2017, Monteith was fairly blunt in his assessment that California was not only tepid on the subject of expanding VAFB’s commercial launch manifest, but was actively hostile at points. His point: if Vandenberg isn’t going to put effort into stimulating a commercial polar launch ecosystem, Cape Canaveral might as well try.
VAFB is currently in the throes of a four-month launch lull previously expected to last until SpaceX’s Feb. 2020 SAOCOM 1B launch. Depending on how things play out for startup Firefly Aerospace and how readily CCAFS can take to its new polar launch role, Vandenberg’s lull could easily stretch into the second half of 2020, perhaps more than a year between launches.
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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
