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SpaceX plans huge expansion for Floridan Falcon refurbishment facilities
According to an environmental assessment published in April 2018, SpaceX aims to build a dedicated facility for storing, refurbishing and decommissioning Falcon 9 and Falcon Heavy boosters and payload fairings “immediately” after construction approvals are granted.
New Falcon 9 and Heavy refurbishment/storage center will be built in Florida
This facility would give SpaceX some 50 acres of land and 130,000 square feet (12,300 m^2) of floor space for the sole purpose of refurbishing and storing flight-proven Falcon 9 and Heavy boosters, as well as the rockets’ payload fairings after successful recoveries begin. If additional storage space proved necessary (and it probably will), another 100,000 ft^2 (9300 m^2) building would be constructed.
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- Falcon Heavy rolls out from SpaceX’s largest current booster storage and preparation facility, LC-39A. (SpaceX)
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- The first-ever Falcon Heavy (sans payload and fairing) shown inside Pad 39A’s horizontal integration facility (HIF). (SpaceX)
As of today, SpaceX likely has room to store 6-8 Falcon boosters at or near their Florida launch pads, with the bulk of that storage coming from the company’s 50,000 ft^2 (4500 m^2) LC-39A horizontal integration facility (HIF), capable of housing four rocket boosters. As such, an additional 150,000+ ft^2 could nearly quadruple SpaceX’s booster storage and refurbishment capabilities, all while locating that expansion on a single, easily-accessible lot within close reach of both LC-40 and LC-39A launch pads.
Put more simply, the addition of this new Kennedy Space Center facility would hugely benefit SpaceX’s ability to launch, land, and re-launch its reusable rockets as rapidly as possible, and would enable the simultaneous storage and refurbishment of as many as 16-20 Falcon 9/Heavy boosters and at least a dozen payload fairing halves. If even more capacity is required, nearly half of lot SpaceX wants to lease would be untouched and give the company another 30 acres of land to expand into as launch cadence ramps or BFR prepares for its first launches from Florida.
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- An overview of SpaceX’s prospective KSC facility and nearby landmarks. (SpaceX)
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- A SpaceX render of what the complex might look like once completed. (SpaceX)
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- As described in the environmental assessment, more than half of the lot would be free for future expansion. (SpaceX)
60+ annual launches, rocket ‘gardens’, and a wacky control tower
According to comments in the April 2018 assessment, the readiness of these new storage and refurbishment facilities could potentially pave the way for – as early as 2020 – more than 60 annual Falcon 9 and Heavy launches from the company’s two Florida launch pads a number which doesn’t even include SpaceX’s California launch site, nor its prospective Texas launch facilities. In order to support ambitious Florida-specific launch rates, SpaceX also intends to construct a 300-foot tall Launch and Landing Control Center (LLCC) pulled straight from a Bond villain’s lair on the new property.
The [LLCC] is envisioned to be world-class, architecturally distinctive, and equipped for satellite, cargo, and crew missions.
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- SpaceX’s proposed Launch and Landing Control Center (LLCC). The Bond villain is strong with this one… (SpaceX)
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- Satellite imagery from Google Maps shows the currently-abandoned site of SpaceX’s prospective Florida expansion. (Google Maps)
Distinctive is certainly a good way to describe the proposed control center. Not to be outdone, SpaceX also included plans for its own private rocket garden, essentially an elegant graveyard for decommissioned or uniquely historic Falcon 9 and Heavy rocket boosters and fairings, as well as Dragon spacecraft. Perhaps there will be room for pathfinder Mars rockets and spaceships in the future… With any luck, both the control center and proposed rocket garden are intended to be at least partially open to the public, something that would undoubtedly be a huge hit while also awkwardly competing with Kennedy Space Center’s Visitor Center, which features its own rocket garden less than a mile away.
Although BFR and Mars were never mentioned specifically, something SpaceX appears to have been quite stringent about over the last several months, the environmental assessment also briefly mentioned future uses for the same facility that might include “new launch vehicle” developments, perhaps requiring a four-lane expansion of the adjacent Robert’s Road somewhere down the line.
BFR heads to orbit in an updated overview of the Mars rocket. (SpaceX)
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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
