News
SpaceX Falcon 9 rocket shown off in unprecedented detail ahead of next US Air Force launch
The United States Air Force (USAF) has published a number of spectacular photos shared by SpaceX, revealing some unprecedentedly detailed views of a Falcon 9 rocket in various stages of manufacturing.
Likely taken in and around SpaceX’s massive Hawthorne, California rocket factory and headquarters and McGregor, Texas test facilities in recent weeks, these new photos show the work being done behind the scenes to prepare a brand new Falcon 9 rocket for SpaceX’s next US Air Force launch. Over the last few years, the extremely competitive Falcon 9 rocket has secured SpaceX up to five launch contracts for the USAF’s next-generation GPS III satellite constellation.
Made up of three explicit contracts and two contract options to be exercised (or discarded) later on, SpaceX completed the first of those contracts in December 2018, successfully launching GPS III SV01 – the first of 32 planned satellites. As evidenced by the name, GPS III is the latest iteration of US Global Positioning System satellites and should offer better security, a greater resistance to jamming and interference, and improved navigational accuracy. Unfortunately, it could be several years to half a decade or more before civilian users begin to see the benefits from GPS III, but chances are good that SpaceX will come to launch a vast majority of the upgraded satellites.
According to the post that accompanied the photos published by the Space and Missile Systems Center (SMC), SpaceX’s second USAF GPS III mission – this time carrying Space Vehicle 03 (SV03) – is scheduled to launch no earlier than (NET) the end of Q1 2020. Preparations are reportedly well underway for the critical launch: SMC says that SpaceX has already delivered the mission’s new Falcon 9 Block 5 booster from its Hawthorne factory to McGregor, Texas, where technicians are now preparing the reusable rocket for a routine static fire test before shipping it east to Florida.
Additionally, the GPS III SV03 mission’s Falcon 9 payload fairing is apparently already at SpaceX’s Cape Canaveral Air Force Station facilities, likely waiting for Air Force to ship the large satellite to Florida. If identical to SpaceX’s first GPS III launch, the GPS III SV03 spacecraft will weigh approximately 3800 kg (8400 lb) and will be launched to an elliptical orbit measuring some 1000 km by 20,200 km (620 mi x 12,500 mi).
Astute observers will notice that both the GPS III satellite mass and the orbit it’s heading to are significantly lower than an array of prior missions that have launched heavier satellites much higher and still recovered the Falcon 9 booster along the way. SpaceX’s first GPS III launch was particularly exceptional because it marked the first and only time that a new Falcon 9 Block 5 rocket was intentionally expended without any attempt to land the booster.
In fact, Falcon 9 booster B1054 didn’t even have a semblance of landing legs or grid fins installed, a testament to the certainty of its premature demise. Thankfully, whatever the dubiously technical reasons that led to B1054’s demise, it appears that SpaceX may actually be allowed to recover the Falcon 9 booster (likely B1060 or B1061) assigned to launch GPS III SV03. Although nothing has actually been said along those lines, the Falcon 9 booster pictured in the middle photo below – implied to be the Air Force’s next GPS launch vehicle – clearly has some of the basic hardware needed for landing legs.
As such, there is at least a small excuse to preserve hope that SpaceX’s next Falcon 9 GPS III launch will feature a booster landing, thus preventing a premature and extremely wasteful demise after just a single launch. Even if the US Air Force never actually qualifies flight-proven commercial rockets to launch its payloads, the recovered booster should be able to support anywhere from several to 90+ additional launches before SpaceX actually needs to retire or expend the booster.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
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
