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SpaceX teases more Starship flight tests “in the days ahead”
A SpaceX engineer hosting the company’s recent record-breaking Starlink launch told viewers to “stay tuned for additional [Starship] test flights in the days ahead.”
Spoken during a segue focused on Starship’s first fully successful landing days prior, the senior SpaceX employee’s choice of words could scarcely have been more intriguing and wide-open to interpretation. Ever since Starship SN15 stuck the landing on May 5th, the ~50-meter (~165 ft) tall steel rocket has taken a small but noteworthy departure from partial prototypes SN5 and SN6 – both of which survived short hop tests last year.
Unlike Starship SN5 and SN6, which both took two full days to safe, SpaceX recovery teams were able to approach full-size prototype SN15 less than four hours after touchdown and an adjacent highway was opened to the public just half a day after that. More importantly, as of May 11th, Starship SN15 has effectively been ready for transport for five days.
Unlike any prior Starship test, Starship SN15 was the first vehicle to test out a new custom-built transporter that also serves a purpose similar to the Octagrabber robots SpaceX uses to secure landed Falcon boosters at sea. It’s unclear how exactly the jig works but it appears to separate into two pieces – both attached to a pair of self-propelled modular transporters (SPMTs) – that can then encircle a landed Starship and be bolted together.
In that sense, just like Octagrabber allows SpaceX to secure Falcon boosters without a crane, SpaceX’s new Boca Chica recovery jig allows it to secure landed Starships without having to attach a crane and lift a rocket with unknown structural integrity. Technically, once that recovery jig is in place around Starship and the rocket is firmly secured to it, there’s nothing preventing SpaceX from immediately transporting it elsewhere. SN5 and SN6 went back to SpaceX’s Starship factory almost immediately after they were craned onto transporters.
That process also required landing leg removal, which involved a crane lifting SN5 and SN6 and workers carefully balancing the rocket on jack stands to gain access. With SN15, that new jig meant that SpaceX could lift the Starship with the transporters’ own hydraulic leveling systems, removing the need for a crane. Thanks to that improvement, the rocket’s legs were removed less than two days after landing.
However, beyond moving Starship SN15 from the edge of the landing zone to its center, SpaceX has yet to actually transport it anywhere more than four days after it was ready to roll. According to CEO Elon Musk, SpaceX “might try to refly SN15 soon” and the fact that the company still hasn’t transported Starship SN15 back to the build site seems to imply that Musk really meant “soon”.
In other words, there isn’t an obvious reason for SpaceX to keep Starship SN15 at the launch site unless the company believes that transporting it elsewhere would be counterproductive. Given that SpaceX has yet to install replacement landing legs on the rocket, it’s hard to guess the company’s plans for SN15, but it is clear that SpaceX itself is undecided. According to an excellent NASASpaceflight.com overview of where things currently stand, SpaceX is evaluating its next steps and options include reflying Starship SN15, rolling out Starship SN16 and flying that prototype “to a higher altitude,” or even jumping straight to “orbital testing” with a future Starship and a Super Heavy booster.
SpaceX’s webcast host hinting at multiple additional Starship launches “in the days ahead” has not helped to calm that storm of speculation and possibilities. As of May 11th, SpaceX has nevertheless scheduled a a road closure for an apparent transport to or from the launch pad. What transpires could easily end all speculation if Starship SN15 or SN16 wind up on the move, but it’s just as likely that SpaceX is simply preparing to move the latest of seven or eight custom-built propellant storage tanks to its growing orbital launch site.
For now, we’ll just have to wait and see.
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
