News
SpaceX wants to use the first Mars-bound BFR spaceships as Martian habitats
Speaking at the 2018 Mars Society Convention, SpaceX’s Principal Mars Development Engineer Paul Wooster briefly presented on the company’s BFR and Mars colony ambitions.
While the majority of the 30-minute talk rehashed CEO Elon Musk’s 2017 BFR update and subsequent Reddit AMA, it also happened to contain a handful of new details and slides, including a suggestion that the first BFR spaceships to land on Mars will stay on the Red Planet as temporary habitats or tools for early colonists.
SpaceX Mars architecture features pic.twitter.com/IHOLCbbvRS
— Maxime Lenormand (@MaxLenormand) August 25, 2018
The senior engineer reiterated the company’s aspirational Martian launch targets, featuring two uncrewed cargo BFRs in 2022 and four total BFRs in 2024, two crewed and two uncrewed. Whether or not the lack of change in those dates (provided by Wooster nearly a year after CEO Elon Musk’s identical date reveal in September 2017) asserts that SpaceX’s BFR and Mars research and development remains on track, it almost certainly confirms that the company’s incredibly aggressive targets are here to stay.
Graciously documented by Reddit users /u/theinternetftw and /u/Nehkara and European Space Agency intern Maxime Lenormand, at least partially alleviating the unbelievably atrocious webcast quality, Wooster offered attendees a slightly deeper glimpse into the extensive in-depth planning going on behind the scenes at SpaceX. Almost all of the new slides Wooster presented focused heavily on the technical side of actually planning to create a self-sustaining Martian colony, ranging from locations for any prospective colony to the types of skillsets that would be exceptionally invaluable in early colonists.
And here are some additional considerations pic.twitter.com/jdVJglfHCG
— Maxime Lenormand (@MaxLenormand) August 25, 2018
At this point, it’s entirely possible that SpaceX’s internal team of Mars-focused engineers and experts has already begun to approach or even surpass the detail and value of previous theoretical Martian colonization research from the likes of NASA, ESA, and other space agencies and companies. Still, SpaceX has made it eminently clear that it wants and likely needs to collaborate with independent experts on Mars, life support systems, construction, resource extraction and refinement, and more.
A private Mars workshop recently hosted by SpaceX – likely the first of many to come – evidenced that desire to collaborate with companies, agencies, and researchers that have already put years of effort into analyzing and answering the same questions SpaceX will need to answer to successfully build a sustainable city on Mars
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- A Crew BFS (Big F____ Spaceship) pictured landing on Mars. (SpaceX)
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- SpaceX’s Big F____ Spaceship (BFS) pictured near a conceptual Mars base, including a domed common area. (SpaceX)
Perhaps the most interesting detail to come out of Wooster’s August 25th talk, however, was the slight affirmation that SpaceX is seriously thinking about leaving the first landed BFR spaceships on Mars indefinitely, although it’s not entirely clear which spaceships he was referring to. According to paraphrased notes taken from the webcast, early BFR spaceships on the Martian surface would remain there to be used as resources (habitats). He subsequently noted that early colonists would “probably” live out of the first landed spaceships, to begin with, suggesting that the uncrewed, cargo-dedicated spaceships would still return to Earth, as they will not feature human-rated life support systems of any of the necessities for living.
Still, multiple other slides in Wooster’s presentation make it clear that the goal from the very beginning of the first BFRs to Mars is to expand living space and infrastructure as quickly as possible, paving the way for the arrival of more and more colonists. It’s extremely likely that a significant number of skilled colonists will be needed to ensure that the colony remains healthy and safe, while also guaranteeing that it can sustainably grow as rapidly as feasible.
Plans are for sending the first 2 cargos as soon as 2022! pic.twitter.com/A5y3HNpIOx
— Maxime Lenormand (@MaxLenormand) August 25, 2018
Even though it certainly wasn’t the “BFR update” Musk suggested was coming soon, Wooster’s presentation provided the best glimpse yet into the extensive analysis and planning SpaceX is undertaking to discern how exactly to best structure its very first colony-focused launches to Mars.
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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
