News
SpaceX set to launch its first previously-flown Block 5 rocket tonight
At the same time as SpaceX is readying its first Falcon 9 Block 5 booster reuse, the company’s second flight-proven Block 5 launch is already fast approaching and could be a strong contender to beat the company’s record of 72 days between launches of the same rocket.
A critical milestone for Falcon 9 Block 5
Formerly known as Telkom 4, SpaceX’s 1:18 AM EDT August 7th launch of the Merah Putih (Red and White in Indonesian) communications satellite will place the 5800 kg (12,800 lb) craft into a high-energy geostationary transfer orbit and will become the second heaviest GTO launch completed by SpaceX while still recovering the Falcon 9 booster. More importantly, however, Telkom 4 will also mark a critical milestone for Falcon 9 as the first reuse of a Block 5 booster.
https://twitter.com/_TomCross_/status/1025074341040533504
Designed to be many times more reusable and reliable than the already impressive Falcon 9 Full Thrust iterations preceding it, pathfinder booster B1046 could be capable of flying anywhere from 5, 10, or even 100 launches over the course of its flightworthy lifespan. It very well may require some considerable refinements to approach the true goal of orbital Falcon 9 launches with zero refurbishments between flights. CEO Elon Musk discussed those aspirations just before Block 5’s launch debut on May 11:
“We need to basically take the rocket from its landing pad, rotate it horizontal, stow the legs. Take it to the launch pad, attach an upper stage, attach a fairing with a payload. Then transport it out the launch pad, rotate it vertically, load propellant, and fly. And in principle, that is literally all that’s necessary.” – Elon Musk
This is understandably SpaceX’s goal, and it’s unlikely to happen just a few months after Block 5’s debut. Nevertheless, SpaceX appears to be already pushing the envelope of what they’ve previously accomplished with reusable Falcon 9s.
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- B1046 lifts off for the first time on May 4th, 2018. (Teslarati)
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- Falcon 9 B1046 returned to Port Canaveral aboard drone ship OCISLY on May 15. It will launch for the second time on August 4. (Tom Cross)
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- Soon after, B1046 was spotted on its way to a refurbishment facility around a week after its May 11 launch debut. (Instagram /u/tersco)
Breaking records four months after launch debut
While B1046 is tracking towards a booster turnaround of roughly 92 days, compared with the current Block 4 booster record of 72 days, it’s worth noting that more than a majority of that time was likely spent in a state of unique analysis for the inaugural Block 5 rocket, involving extensive disassembly. As stated by Musk, “we need to take [B1046] apart to confirm that it does not need to be taken apart.” He also expected that teardown analysis to be “very rigorous”, indicating that B1046 probably deserves the crown for booster turnaround so long as one only accounts for time spent in transport and undergoing refurbishment.
Still, winning by a technicality is never any fun. On that note, SpaceX appears to be tracking towards a true record-breaking rocket reuse, potentially as few as 40 days between launches. Not one to let its other launch facilities be left out, this record-breaking turnaround attempt will occur on the West Coast with Falcon 9 B1048, the recovery of which has been extensively documented by Teslarati photographer Pauline Acalin over the last two weeks. NASASpaceflight.com confirmed that SpaceX intends to reuse B1048 for this mission for the NET mid-September launch and the record ~50 days between flights could help explain an unusually extensive and lengthy analysis of the rocket after it was lifted off drone ship Just Read The Instructions and placed on its dockside recovery stand.
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- B1047 before the launch of Telstar 19V. (Tom Cross)
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- Sooty B1047 arrives at Pad 39A’s horizontal integration facility (HIF), July 31st. (Reddit – Kent767)
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- Falcon 9 B1048 ahead of its launch debut, July 25th. (Pauline Acalin)
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- After a successful launch and landing, B1048 stands tall in Port of San Pedro before being lowered and transported for its next launch. (Pauline Acalin)
After 10 days of recovery operations and analysis, B1048 was transported to SpaceX’s Hawthorne factory on August 6th, where it will presumably undergo refurbishment in preparation for its next launch. If B1046 and B1048 are representative samples of SpaceX’s growing rocket fleet, their stunningly quick turnarounds (especially for a largely new rocket that debuted less than 3-4 months prior) are likely a sign of things to come as SpaceX gets a handle on the real-world capabilities of its robust Block 5 upgrade.
It’s entirely possible that every Block 5 reuse to come can and will break the previous launch turnaround record, at least up to the point that SpaceX demonstrates a true 24-hour turnaround sometime next year. Stay tuned…
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet (including fairing catcher Mr Steven) check out our brand new LaunchPad and LandingZone newsletters!
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
