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SpaceX delays Starlink doubleheader
Update: To “allow additional time for pre-launch checkouts,” SpaceX has delayed Starlink 2-6 from January 30th to 8:15 am PST (16:15 UTC), January 31st and Starlink 5-3 from February 1st to February 2nd.
A pair of SpaceX Falcon 9 rockets are on track to round out the first month of 2023 and kick off the second with a Starlink double-header.
“To complete pre-launch checkouts,” SpaceX delayed its last launch of the month by 24 hours. The first Falcon 9 rocket will launch Starlink 2-6 and a D-Orbit rideshare payload no earlier than 8:29 am PST (16:29 UTC) on Monday, January 30th. The mission will lift off from SpaceX’s Vandenberg Space Force Base (VSFB) SLC-4E pad and head southeast, skirting the California and Mexico coast. In case of bad weather or a minor technical issue, a backup window is available at 12:31 pm PST.
As few as 35.5 or 39.5 hours later, a second Falcon 9 rocket will lift off from SpaceX’s Florida-based NASA Kennedy Space Center LC-39A pad around 3:02 am EST (08:02 UTC) on Tuesday, February 1st.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
Starlink 2-6
Kicking off the pair, Starlink 2-6 will be SpaceX’s ninth Starlink rideshare mission since the company began manifesting third-party payloads on its internet satellite launches in June 2020. Falcon 9 will launch the mission’s main payload – a batch of 49 Starlink V1.5 satellites – to a semi-polar orbit that will see them cross Earth’s equator at an angle of 70 degrees. Ordinarily, the mission would carry 51 Starlinks, but SpaceX has removed a pair of satellites to make room for Italian space logistics company D-Orbit’s ION SCV009 spacecraft.
ION weighs around 160 kilograms (350 lb) on its own and is roughly the size of a large oven. D-Orbit designed the spacecraft to host fixed payloads and deploy rideshare satellites in orbit. It also has a propulsion system that allows it to provide “last-mile delivery services,” offering rideshare customers the ability to tweak the orbit their satellite ends up in. Space tugs like ION aim to give satellite owners some of the benefits of a dedicated rocket launch (custom orbit selection in particular) while retaining most of the cost savings rideshare launches enable.
After reaching orbit, Falcon 9 will deploy ION first, use thrusters to spin itself end over end, and then release all 49 Starlink satellites simultaneously. The spinning stage’s centrifugal force causes the satellite stack to naturally spread out within several hours. The satellites then use reaction wheels to stabilize their orientation, deploy solar panels to begin charging their batteries, and eventually use ion thrusters to climb to operational orbits.
ION SCV009 will attempt to test a new satellite separation system built by EBAD and demonstrate its ability to operate in very low Earth orbit (VLEO). The spacecraft will potentially lower itself to an altitude of 270 kilometers (170 mi).
Starlink 5-3
Starlink 5-3 will carry no rideshare payloads and will likely be nearly identical to Starlink 5-2, which SpaceX successfully launched on January 26th. The latest mission’s stack of 56 Starlink V1.5 satellites weighed 17.4 tons and was the heaviest payload SpaceX has ever launched. Starlink 5-3 is targeting the same orbit and will likely also carry 56 satellites.
Pad 39A last supported SpaceX’s fifth Falcon Heavy launch on January 15th and has been quickly converted back to its single-core Falcon 9 configuration for Starlink 5-3. After the Starlink mission, Pad 39A has at least two Dragon spacecraft launches scheduled before SpaceX will need to convert it back to a triple-booster configuration for Falcon Heavy’s sixth launch.
SpaceX is scheduled to launch Crew Dragon’s Crew-6 astronaut transport mission no earlier than February 26th, and Cargo Dragon’s Spx-27 cargo delivery mission on March 11th. Falcon Heavy is scheduled to launch the giant ViaSat-3 communications satellite no earlier than March 24th.
Tune in below around 8:25 am PST (16:25 UTC) to watch SpaceX Starlink 2-6 launch live.
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
