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SpaceX’s first completed BFR spaceship section spotted in huge Port of L.A. tent
Described by CEO Elon Musk as “the first [completed] cylinder section” of SpaceX’s first BFR spaceship prototype, Teslarati’s West Coast photographer spotted the massive 9 meter (~30 foot) diameter carbon composite structure – looking exactly as it appeared in photos SpaceX provided during the Sept. 17 reveal – inside the company’s dedicated BFR fabrication tent.
That’s the first BFR airframe/tank barrel section made of a new carbon fiber material
— Elon Musk (@elonmusk) September 18, 2018
Located at the Port of Los Angeles, SpaceX erected a huge, temporary tent at a leased berth in December 2017, choosing to begin fabrication of the first BFR composite structures in a more impromptu manner rather than waiting for the completion of lengthy regulatory processes and many more months of construction of a dedicated Mars rocket factory, also to be sited at Port of LA. Both the factory and temporary facility were located in a port (rather than at SpaceX’s already-established Hawthorne factory) due to the simple impracticality of transporting 9m-diameter parts through downtown Los Angeles, estimated to cost a minimum of several million dollars one way from a spattering of past transport projects.
Nine months after the structure was little more than a metal skeleton, SpaceX’s tented facility is now a mature in situ manufacturing wing of the company, evidenced by the fact that SpaceX has already completed its first full-scale composite section (both a section of the spaceship’s fuselage and one of its propellant tanks) and is pushing ahead into full builds of composite tank domes and the spaceship prototype’s Raptor engine section. It may not be practical as a long-term solution, and that certainly is not the plan, but SpaceX seems to be having very little difficulty growing into the eccentric aerospace composites manufacturing hub.
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- Yusaku Maezawa stands on the first BFR composite tank/fuselage section prior to his Sept. 17 announcement. (Yusaku Maezawa)
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- SpaceX has already completed the first of many carbon-composite sections of its prototype spaceship. (SpaceX)
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- SpaceX’s BFR composites tent had a flap open on September 18th, showing off the very same tank section revealed in a presentation by CEO Elon Musk the day before. (Pauline Acalin)
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- Inside the BFR tent, another tent. Never too many tents. (Pauline Acalin)
Judging from photos of the fresh composite tank section peeking its head out of the tent flap, the question of “How does SpaceX move this outside?” becomes rather unavoidable, and it seems that the plan is to fabricate and assemble the vast majority of the prototype spaceship’s monolithic composite structures before quite literally cutting out a section or partially disassembling the tent.
Thankfully, the dedicated BFR factory SpaceX is now in the process of building happens to be just a few miles away from the tent that manufacturing work is currently housed in, and that should make for relatively easy barge transport to said factory once its first phase of construction is complete (as early as Q2-Q4 2019). As of September 1st, the future location of that factory is currently going through gradual phases of site preparation, most notably including the installation of below-ground utilities and general surveying, dirt-moving, and leveling of the actual ground the factory will be built on.
As of 9/1… pic.twitter.com/r2nF9CgdAc
— Pauline Acalin (@w00ki33) September 18, 2018
Perhaps as early as H2 2019, SpaceX will begin to move its first complete or partially-complete BFR spaceship prototype from its tented production facility to the Southern Coast of Texas, where it will begin a series of hot-fire hop tests to prove out its Raptor engines, aerodynamic characteristics, structural composition, and more.
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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
