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SpaceX Falcon Heavy testing delayed after government shutdown
As the U.S. Senate’s majority party searches for ten additional votes in order to end a federal government shutdown that began late Saturday, all “non-essential” activities at the country’s numerous government-operated space launch facilities have ground to an immediate halt and will remain in limbo until a funding bill compromise is hammered out.
While SpaceX is a wholly private space launch company, it relies almost unilaterally upon launch support and range expertise provided by NASA and the US Air Force, both in Cape Canaveral, FL and Vandenberg, CA. Sadly, the Air Force personnel SpaceX depend upon to conduct launches, static fires, and other ignition tests at its launch pads are not considered “essential” under regulations that prevent the federal government from coming to a complete halt in the event of a funding-related shutdown.
Unfortunately, a budget agreement wasn't reached, resulting in a gov't shutdown. This will unfortunately disrupt the lives and operations here at Patrick AFB. Go to https://t.co/yvmNBH1LMy for info on the current shutdown, impact on base resources, & financial resource options.
— Space Launch Delta 45 (@SLDelta45) January 20, 2018
SpaceX did appear to complete the most thorough round of Falcon Heavy testing yet late Saturday evening, the US Senate’s failure to either pass a continuing resolution or a new funding bill for the fiscal year led to a complete federal government shutdown soon after. As a result, nearly all of the US Air Force’s 45th Space Wing – a crucial backbone of East coast range and launch operations – was furloughed indefinitely, pending new funding from Congress. SpaceX had previously requested a new static fire date for Falcon Heavy on Monday, January 22 (today), a date that is now clearly going to move right for at least as long as the government lacks funding for basic launch operations.
Thankfully, activities like the extensive propellant loading tests that occurred on Saturday night do not technically require range support, so long as no engine ignition or static fire components are included. In the event of a catastrophic failure, the government-run range would be tasked with ensuring the safety of those in the vicinity and coordinating the emergency response that would immediately follow. This policy is brought somewhat into question by the failure of Amos-6 – although that Falcon 9 was being prepared for a static fire test, its highly-destructive failure is understood to have occurred at least five or more minutes before the planned point of ignition. Nevertheless, SpaceX will be able to continue some level of testing with Falcon Heavy, if needed.
Elsewhere, instability
While SpaceX’s Falcon Heavy has undoubtedly garnered magnitudes more eyeballs than the company’s Falcon 9 activities, the government shutdown could be far more consequential for SpaceX’s customers if it cannot be halted within a handful of days. A federal shutdown lasting several days is a hugely disruptive and damaging event on its own, lack of range support on the East coast could quickly begin to eat into SpaceX’s GovSat-1 preparations, the launch of which is targeting NET late January/January 30. For GovSat-1’s flight-proven booster, a static fire at the launch site is unlikely to be bypassed (SpaceX has never skipped a prelaunch static fire), and would typically occur no fewer than four or five days before launch. As a result, in the somewhat unlikely event that the shutdown stretches beyond the next several days, SpaceX customers SES and GovSat could see their launch delayed, an event that would likely bring financial consequences to the public-private satellite venture.
Looking slightly farther into the future, SpaceX’s flight-proven launch of PAZ and two of its own prototype communications satellites is just about two weeks away from its own static fire test, this time at the West Coast’s Vandenberg Air Force Base. Such an extended shutdown would be utterly unprecedented, but if 2017 and 2018 have done anything at all, they’ve tempered tendencies towards knee-jerk claims of “that’ll never happen!”
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- A panorama of LC-39A in November 2017. (Tom Cross/Teslarati)
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- SpaceX’s Vandenberg launch complex, SLC-4E, depends upon an Air Force range to operate. (SpaceX)
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- LC-40, located in Cape Canaveral Air Force Station, is SpaceX’s second pad. (Tom Cross)
Here’s to hoping that Congress can get their act together and return to those they represent the bare minimum of federal stability, for both federal employees and those that depend upon them.
Update: After a solid two days of shutdown, the Senate has apparently reached an agreement to pass a continuing resolution that will maintain funding for another three weeks, after which a new FY2018 budget must be passed to avoid another shutdown. While this thankfully means that the impact to the Space Coast and the Air Force’s 45th Space Wing should be relatively small, I have left my above thoughts on the potential impacts of a longer shutdown untouched for posterity.
Senate has voted on an amended bill to fund U.S. government for 3 weeks. Bill now heads back to the House for debate & vote. If it passes the House without changes, the President then needs to sign it into law. Once all those things happen, the government reopens. Then… 1/2
— Chris G (@ChrisG_SpX) January 22, 2018
Follow along live as launch photographer Tom Cross and I cover these exciting proceedings as close to live as possible.
Teslarati – Instagram – Twitter
Tom Cross – Instagram
Eric Ralph – Twitter
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
