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SpaceX’s Florida Starship shown off in aerial footage as Texas prototype grows rapidly
Local amateur photographer and spaceflight fan Michael Tapes has graciously shared a new aerial view of SpaceX’s Florida Starship facility, where dozens of workers can be seen buzzing around what is hoped to become the first orbital-class prototype of the massive spaceship and upper stage.
Tapes’ aerial footage offers a unique look at the layout of SpaceX’s Florida site as of July 9th, illustrating just how active and expansive it is. Some workers can be seen building something (perhaps preparing a new worksite) under a large, white tent, while another group surveys two large Starship segments and a third works to prepare new stainless steel ring sections. Of note, those two large Starship segments appear to be bereft of any obvious activity, perhaps a consequence of a fire that caused about $100,000 in damage the day prior (July 8th).
In fact, the shipping container that took what looks like the entirety of fire-related damage is visible on the west side of the SpaceX facility’s main hangar. Workers could be seen heading inside the extremely scorched container, likely removing debris, cleaning up the site of the incident, and preparing to scrap the damaged container itself.
Thankfully, nobody was injured by the fire and ~$100K of damage is certainly an inconvenience but is definitely nothing more for a multibillion-dollar company like SpaceX. Given that dozens of vehicles are visible in the parking lot, it’s safe to say that tons of work is ongoing under the roofs of the site’s many covered buildings, potentially designing Starship/Super Heavy, working on the rocket’s first orbital-class thrust structures, building new steel ring segments, and much more. With any luck, work on orbital Starship assembly and integration has already resumed following the small July 8th fire.
Star(ship) Wars
Speaking of that work, prior to the last week or so of progress on SpaceX South Texas’ own orbital Starship prototype, both Florida and Texas appeared to be more or less tied with two large Starship segments each and various other 9m-diameter subsections spread around their respective facilities. Impressively, Boca Chica has been marked by a flurry of recent work as multiple in-process steel rings were stacked on top of the Texas Starship’s propulsion and tankage section.
In just the last two weeks of June, workers thus pushed through the brutal South Texas heat and humidity to stack three new sections of fuselage, literally doubling the height of Boca Chica’s (hopefully) orbital-class Starship prototype in a dozen or so days. The ship’s conical nose section continues to be polished, while some sort of additional work is likely going on inside, away from public view. It’s hard to get a good overhead view but it’s safe to assume that – in the large barrel sections both in Florida and Texas – technicians are working to install (or at least prepare for) stainless steel tank domes, one of the last major finishing touches for spacecraft’s tank sections.
A huge amount of work remains for both sites but the visible progress as new ship segments are stacked and welded together is undeniably cathartic and satisfying. Working 10-12 hour shifts exposed to the Texas and Florida summer sun, heat, and wildlife is in no uncertain terms bound to be a hellish experience, but at least the hard work is so obviously producing results.
The most exciting kind of grass-watching
Back in Florida, several additional Starship barrel sections are in various stages of work, at least two of which appear to be nearly ready for stacking atop the propellant tank section already being assembled. Meanwhile, propellant tank domes were spotted in different stages of fabrication inside the Florida facility’s main hangar-cum-production-line, awaiting their turn to leave the building and prepare for installation on Starship East.
All said and done, once those visible segments are installed, Starship East will (at least by appearances) be neck and neck with its Texas sibling once more. In reality, there is likely no actual race between the two sites and they are reportedly sharing any critical discoveries and lessons-learned. Nevertheless, humans are notoriously competitive and one can only begin to imagine the (hopefully friendly) rivalry forming between the geographically distinct teams.
At the same time, SpaceX’s Florida team has several home-field advantages, so to speak, owing to their proximity to the several hundred SpaceXers working at the company’s Florida launch facilities and recovery fleet. Additionally, Florida’s Starship facility is just a few dozen miles away from SpaceX’s Kennedy Space Center Pad 39A, the most likely site of Starship’s (and Super Heavy’s) first suborbital and orbital launch attempts.
At the end of the day, a little friendly internal competition and – more so – a literal Starship A/B test are bound to be a huge benefit for SpaceX’s next-gen launch vehicle program, significantly increasing the speed at which the company can make mistakes, solve problems, and get Starship ready for orbit.
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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.”
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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.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
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Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
