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SpaceX-launched Uranus mission a top priority of new decadal survey
The National Academies of Sciences, Engineering, and Medicine have published their latest decadal survey of planetary science and astrobiology, revealing a recommendation that NASA prioritize the development of a flagship mission to Uranus baselined to launch on SpaceX’s Falcon Heavy rocket.
Known as the Uranus Orbiter and Probe or UOP, the mission proposal has been under development by a team of NASA, University of California, and Johns Hopkins University scientists and engineers for several years. In fact, a very similar concept ranked third in the Academies’ 2013-2022 decadal survey flagship recommendations, reiterating its central importance and potential value in the eyes of the survey’s dozens of contributors. According to its creators, in its latest iteration, the Uranus Orbiter and Probe have the potential to fully or partially answer 11 of the 12 primary questions the latest Decadal Survey structured itself around.
Additionally, the survey indirectly states that if it weren’t for the existence of one specific technology, it would have been a wash between a mission to Uranus or Neptune. That keystone: SpaceX’s Falcon Heavy rocket.
While the survey’s authors don’t explicitly point to SpaceX in the context of UOP, they do state that “a Uranus mission is favored because an end-to-end mission concept exists that can be implemented in the 2023-2032 decade on currently available launch vehicles.” In reality, there only appears to be one launch vehicle: Falcon Heavy. Three other alternatives do technically exist: United Launch Alliance’s (ULA) Vulcan Centaur, Blue Origin’s New Glenn, and NASA’s own Space Launch System (SLS).
NASA’s Europa Clipper orbiter – originally manifested on SLS but later moved to SpaceX’s Falcon Heavy to avoid major launch delays – has helped demonstrate that SLS isn’t viable for non-Artemis Program missions without massive production improvements and significant workarounds or design changes. While capable in many regards, Blue Origin’s reusable New Glenn rocket appears to have extremely poor performance beyond Earth orbit – well below what UOP requires – and is unlikely to launch before 2024 or 2025. It’s possible that an expendable New Glenn could suffice but Blue Origin has never mentioned the option and, even then, the rocket’s expendable performance could still fall short.
Finally, ULA’s expendable Vulcan Centaur rocket has yet to launch and its debut could easily slip into 2023. More importantly, according to official information provided by the company to a NASA-run performance calculator, even Vulcan’s most capable variant (VC6) with six solid rocket boosters (SRBs) simply doesn’t have the performance required to launch the Uranus Orbiter and Probe (7235 kg / 15,950 lb) on seven of the mission’s preferred trajectories. For three other secondary windows, Vulcan could potentially launch UOP but only with the inclusion of a Venus gravity assist that would require significant design changes to protect the spacecraft while traveling much closer to the sun.
According to NASA’s calculator, a fully-expendable Falcon Heavy rocket with a standard payload fairing could launch around 8.5-10 tons (18,700-22,000 lb) to UOP’s preferred trajectories, leaving a very healthy margin for spacecraft weight gain or launch underperformance and likely enabling a longer launch window for each opportunity.
If NASA agrees with the survey’s conclusions, decides to develop the Uranus Orbiter and Probe, and also plans on the Academies’ optimistic assumption of an ~18% budget increase on average from 2023 to 2032, work towards a preferred 2031 launch window could begin in earnest as early as 2024. Comprised of a namesake Orbiter and Probe, UOP would arrive in orbit around Uranus in late 2044 or early 2045 weighing around five metric tons (~11,000 lb). The primary science mission would begin by deploying a small atmospheric probe to directly analyze the composition and behavior of the planet’s exotic atmosphere, which is believed to be volatile, prone to vast and violent storms, and host to some of the most extreme winds in the solar system. The probe would weigh ~270 kilograms (~600 lb) and is only expected to survive for a few hours at most.
The orbiter, however, would continue on to tour the Uranian system for at least four years, observing and studying the ice giant and its rings, magnetosphere, and 27+ moons. Uranus itself resides in what may be the most common class of exoplanets in the universe, making a close study of it invaluable for exoplanet science as a whole. It’s also possible that – like several moons around Saturn and Jupiter – one or more Uranian moons have liquid water oceans created by tidal heating, adding to the list of extraterrestrial bodies that might feature habitable environments or alien life.
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 (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
