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SpaceX’s fourth Starship prototype has begun to take shape in Florida
SpaceX’s Florida Starship team appears to have taken the first step towards assembling Starship Mk4, the fourth full-scale prototype of the next-generation spaceship.
Although SpaceX’s Boca Chica, Texas Starship campus is undeniably in the lead with their first prototype, Starship Mk1, it appears that the company’s Florida campus is far ahead of Texas with their second Starship prototype.
At the moment, SpaceX has set up two separate Starship build teams in Florida and Texas with the intention of creating a sort of internal competition to see which group’s Starships are first to flight and first to orbit. For the most part, it’s assumed that this “competition” is less a fight to the finish line than it is an A/B test, a common software development practice in which separate teams pursue different methods of achieving the same goals.
In the likely event that SpaceX is performing a radical form of A/B testing with rocket prototypes, both teams are continuously sharing best-practices and lessons-learned as they work to find the best possible methods for fabricating hardware and assembling Starships. Nevertheless, in A/B testing, fundamentally different approaches also tend to result in development schedules and final products that are unique, even if the end results are similar.
In the context of Starship, this is exactly what can be observed at SpaceX’s Florida and Texas facilities. Similarities abound in the radical method of en plein air manufacturing being implemented, while the Starship Mk1 and Mk2 hardware being built and assembled are also relatively similar, even if they have some distinct characteristics.
For example, it’s been observed that Starship Mk2 has almost certainly been constructed out of steel rings that are significantly taller than those used to assemble Starship Mk1. Taller rings meant that Mk2 needed fewer overall rings to reach the same height as Mk1, a fact that likely contributed to the impressive speed with which SpaceX’s Florida team was able to stack and weld most of Starship Mk2’s aerostructure.
Star(ship)fleet
According to SpaceX CEO Elon Musk, those similarities (and slight differences) are likely to continue for at least several more generations of prototypes. At a September 28th presentation and update on Starship, Musk revealed his opinion that Starship could be ready for its first orbital test flight(s) as few as six months from then – sometime in Q2 2020, give or take. To get there, Musk estimated that at least 5-6 Starship prototypes would need to be built in the interim.
Starship Mk3 will be built in Texas – in fact, the first ‘seamless’ steel ring may have already been fabricated at SpaceX’s Boca Chica facilities. According to Musk, Starship Mk4 will be SpaceX Cocoa’s second prototype. Based on John Winkopp’s October 17th drone overview, it appears that SpaceX’s Florida team has mounted the first steel Starship Mk4 ring atop a new work mount, potentially marking the start of Starship Mk4 assembly.
SpaceX’s Texas team has prepared at least one full-scale sample of a single-weld (‘seamless’) steel ring, perhaps the start of Mk1’s successor, Starship Mk3. Meanwhile, SpaceX Cocoa – seemingly at some kind of impasse with the final integration and assembly of Starship Mk2 – has churned out a huge number of similarly smooth steel rings, to the extent that Teslarati previously (and incorrectly) surmised that the first Super Heavy booster was being fabricated.
During Musk’s September 28th presentation, he effectively confirmed that the almost two-dozen steel rings hanging out on SpaceX’s Cocoa, Florida campus were almost certainly the beginnings of Starship Mk4. However, given the sheer number of rings present (23), the reality is that what could be the entirety of Starship Mk4’s cylindrical tank and thrust structure section is probably sitting outside in Florida, waiting to be stacked. Altogether, those 23 rings could reach a height of more than 40m (130 ft), potentially more than is actually needed for a Starship tank section.
Last but not least, local photographer and spaceflight fan Jon Van Horne captured what looks like a new Starship tank dome in work at SpaceX’s prospective Kennedy Space Center (KSC) build site, known as Roberts Rd. Given that Starship Mk2 already has two domes installed and a third and final dome staged and ready for installation, this fourth dome is very likely the first for Starship Mk4.
In short, SpaceX’s Florida team is probably weeks ahead of Boca Chica in the process of building a second full-scale Starship prototype. Of course, the ultimate winner of this mock competition isn’t Florida or Texas, it’s SpaceX’s Starship program as a whole.
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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
