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SpaceX’s third Falcon Heavy launch on track as custom booster aces static fire
SpaceX has successfully completed a static fire of its newest Falcon Heavy center core, a sign that the most challenging hardware is firmly on track for a late-June launch target.
Currently penciled in for June 22nd, Falcon Heavy’s third launch is of great interest to both SpaceX and its customer, the US Air Force. Most of the two-dozen payloads manifested on the mission are admittedly unaffiliated with the US military. However, the rideshare – known as Space Test Program 2 (STP-2) – was acquired by the USAF for the branch to closely evaluate and certify SpaceX’s Falcon Heavy rocket for critical military launches. The potential upsides of a successful demonstration and evaluation are numerous for both entities and would likely trigger additional positive offshoots.
The Center Core experience
Beyond the general contractual aspects of STP-2, the mission is significant because it will use the third Falcon Heavy center core and second Block 5 variant to be built and launched by SpaceX. Of the technical issues that complicated and delayed SpaceX’s Falcon Heavy development, most can probably be traced back to the rocket’s center core, practically a clean-slate redesign relative to a ‘normal’ Falcon 9 booster.
Most of that work centered around the extreme mechanical loads the center core would have to survive when pulling or being pulled by Falcon Heavy’s two side boosters. Not only would the center core have to survive at least two times as much stress as a Falcon 9 booster, but that stress would be exerted in ways that Falcon 9 boosters simply weren’t meant to experience, let alone survive. After years of work, SpaceX arrived at a design that dumped almost all of that added complexity squarely on the center core and the center core alone. The side boosters would need to use nosecones instead of interstages and have custom attachment points installed on their octawebs and noses, but they would otherwise be unmodified Falcon 9 boosters.
On top of that, SpaceX’s Falcon upper stage and payload fairing would require no major modifications to support Falcon Heavy missions. On the opposite hand, the center core would require extensive rework to safely survive the trials of launch, let alone do so in a fashion compatible with booster recovery and reuse. Per the landing photos above, it’s difficult to tell a Falcon Heavy center core apart from a normal Falcon 9 booster, but the small visible changes are just the tips of several icebergs. Aside from a slight indication that the center core’s aluminum alloy tank walls are significantly thicker (they are), center cores feature a variety of unique mechanisms on their octawebs and interstages. All are involved in the tasks of locking all three boosters together, transferring side booster thrust to the center core, and mechanically separating the side boosters from the center core a few minutes after launch.
Underneath those mechanistic protuberances are the structural optimizations needed for a center core to survive the ordeal of launch. In short, to solve for those new loads, SpaceX wound up building a new rocket. Designing and building a new rocket – especially one as complex as Falcon Heavy’s center core – is immensely challenging, expensive, and time-consuming, particularly for the first few built. Like most complex products, building the first two Falcon Heavy center cores was probably no different. To make things worse, boosters 1 and 2 were based on totally different versions of Falcon 9 (Block 3 vs. Block 5), requiring even more work to further redesign and requalify the modified rocket.
This is where the center core assigned to Falcon Heavy Flight 3 and pictured above comes into play. Built just a few months apart from B1055, the first finished Falcon Heavy Block 5 center core, the newest center core – likely B1057 – is also the first to be built with the same design and manufacturing processes used on its predecessor. In other words, SpaceX can at long last begin serial production of Falcon Heavy center cores, allowing its engineering, production, test, and launch staff to finally get far more accustomed to the unique hardware.
Given Falcon Heavy’s healthy and growing manifest of 5-6 launches, SpaceX will probably need to build several additional Block 5 center cores over the next several years, hopefully resulting in a more refined flow for production, testing, and refurbishment. B1057 will be an excellent candidate for the first reused Falcon Heavy center core thanks to STP-2’s lightweight nature and an extremely gentle landing trajectory. With respect to Flight 3’s schedule, Crew Dragon’s April 20th explosion means that Falcon Heavy will have Pad 39A all to itself for many months to come. Truly the epitome of bittersweet, no doubt, but it does improve the odds that Falcon Heavy’s June 22nd STP-2 launch target will hold.
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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
