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SpaceX simulates lifting Starship with launch tower ‘arms’
SpaceX has taken Starbase’s rocket-catching launch tower ‘arms’ to new heights during the latest series of proof tests.
That process began in earnest on January 4th, when SpaceX lifted, opened, and swung the tower’s building-sized arms for the first time. Four days later, SpaceX performed a variation on the first round of tests, again slowly lifting the assembly up the side of the launch tower and opening and closing the arms. The most notable difference was the addition of several tandem swing tests, which hinted at more applied tests that were soon to come. SpaceX also performed some basic tests with a third Starship fueling arm higher up on the tower, very slowly swinging it towards where Starship would be standing.
On Sunday afternoon, a third major round of testing kicked off. This set of tests was considerably more focused than the prior two, suggesting that it was more of a simulation of the main purpose of the arms.
Instead of lifting a few dozen feet and performing basic actuation and coordination tests, SpaceX simply lifted the arm assembly up along the tower’s exterior and didn’t stop. There were a few temporary pauses but the arms ultimately reached the approximate height they’d need to reach to stack a Starship on top of a Super Heavy booster. In fact, despite being (in)famous for being partially designed to catch boosters and ships out of mid-air, the main purpose of the arms – and likely the only reason they exist at all – is to safely, accurately, and precisely lift, install, and stack Starships and Super Heavy boosters.
SpaceX could obviously use a giant crawler or tower crane to accomplish a similar feat but cranes – especially large and tall ones – are extremely sensitive to wind conditions and effectively become very unsafe to operate in anything more than a brisk breeze. To put it lightly, even the average weather on the South Texas Gulf Coast is anything but conducive to the routine and reliable operation of giant cranes, which is exactly what SpaceX would need to avoid near-future Starship launch and recovery operations being constantly delayed by weather.
On January 9th, SpaceX appeared to test exactly that function. Before the day’s testing began, workers installed a large steel bar believed to be a weight simulator between the arms. Just like a booster would, the simulator sat – one end resting on both arms – on two small steel appendages identical to those present on all recent Super Heavy prototypes. On top of serving as a hardpoint for cranes, the downward-facing end of the L-shaped structures are capped with a small steel tip designed to take the whole weight of a Super Heavy. Those two minuscule steel caps – each no more than a foot wide – are what SpaceX (or at least CEO Elon Musk) wants Super Heavy to ‘land’ on to be “caught” by the launch tower’s arms.
More importantly, those caps – covering heavy-duty bearings – are also what the arms will ‘grab’ and manipulate to carefully position Super Heavy boosters for launch mount installation. To do so, each arm has a pair of parallel screw rods that can move together to shift the booster closer to or further away from the launch tower or move in opposite directions to slightly rotate it.
Once the arms reached the top of the tower, SpaceX performed several swing tests, mirroring the kind of movements they would use to carefully lift Starship, swing it over top of Super Heavy, and mate the two stages. Ultimately, the tower seemed to complete the simulation without any showstopping issues. Up next, it’s possible that SpaceX will add weights to the simulator bar to fully simulate the 100-200 ton masses of Starship and Super Heavy. Eventually, SpaceX may also use Starship S20 and Super Heavy B4 to fully qualify the arms by actually lifting, stacking, and removing both stages.
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
