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SpaceX rolls Super Heavy booster to orbital launch mount
For the third time in four months, SpaceX has rolled the first potentially flightworthy Super Heavy booster towards Starbase’s orbital launch mount.
Combined with a large crane – fitted with a jig solely used to lift boosters – moving to a spot just beside the booster, it’s clear that SpaceX is preparing to reinstall Super Heavy Booster 4 (B4) on the orbital launch mount. In the context of its unusual history, though, what happens next to the first more or less finished prototype of the largest rocket booster ever built is less clear.
After a shockingly quick assembly over the course of six summer weeks, Super Heavy Booster 4 rolled out of Starbase’s ‘high bay’ facility and headed to the nearby orbital launch complex, where it was installed on a custom ‘mount’ designed to support booster testing and orbital launches. It’s now clear that during that early August photo opportunity and fit test, Booster 4 was nowhere close to finished. Nor, apparently, was it anywhere close to complete one month later when it returned to the orbital pad for the second time after another few weeks of work back at the high bay.
Three months (almost 14 weeks or 100 days) after the Super Heavy prototype’s second trip to the pad, SpaceX has yet to attempt to put the booster through a single proof test. There also appears to be a significant amount of work left to finish installing external ‘aerocovers’ and a heat shield meant to enclose all 29 of its Raptor engines. In the three-year history of Starbase, there isn’t a single prototype of the roughly two-dozen SpaceX has built, tested, and even flown that’s spent even half as long as Super Heavy B4 between apparent structural completion and its first test. Perhaps the fact that Booster 4 is a first-of-its-kind pathfinder explains SpaceX’s uncharacteristic sluggishness or reluctance to actually test the rocket.
In every other instance, SpaceX’s approach to Starship development has been to move incredibly quickly, build a large number of prototypes, and rapidly test those prototypes – often resulting in catastrophic failures. Data is gathered from those failures (SN1, SN3, SN4, SN8, SN9, SN10, SN11, and half a dozen smaller test tanks serve as examples), changes are made, and then the new and improved prototypes that follow repeat the process until SpaceX arrives at a successful design.
Super Heavy B4’s circuitous path has been almost nothing like those of its predecessors. That could also be partly explained by the unavailability of a stand or facilities capable of truly proof testing a Super Heavy, which necessitates a supply of around 3200 tons (7M lb) of liquid nitrogen (LN2; for a cryogenic proof test with full tanks), another 3200 tons of a combination of liquid methane (LCH4) and oxygen (LOx), and the ability to ignite – and survive – as many as 29 to 33 Raptor engines. The suborbital stands SpaceX has used to proof Starships and even Super Heavy Booster 3 don’t even have half the storage capacity required to fully test a booster and the mounts and their surroundings would likely be catastrophically damaged or destroyed by the thrust and blast created by dozens of Raptors.
Still, SpaceX could have theoretically put Booster 4 through a partial cryoproof and maybe fired up as many as nine Raptors at once – not a replacement for full proof testing but still plenty to ensure Super Heavy’s structural integrity and gather invaluable data on clustered Raptor performance. Instead, of course, Super Heavy B4 has sat at Starbase’s former landing zone for more than three months while teams removed engines, reinstalled engines, half-installed a full Raptor heat shield; and installed two of six or seven ‘aerocovers’ needed to protect heat exchangers, racks of pressure vessels, and hydraulic systems installed on the booster’s aft.
This is all to say that from the outside looking in, Booster 4’s path towards testing and flight has been almost entirely different from that of any other Starship prototype. While still quick in comparison with other launch vehicle development programs, relative to other Starship and Super Heavy prototypes, the rate of B4 progress has been far slower – strongly implying that something is seriously wrong with the booster, that SpaceX no longer feels that partial testing is worth the effort, that finishing Booster 4 just hasn’t been a priority for several months, or some combination of the above.
What that ultimately means is that it’s almost impossible to predict what Super Heavy B4’s future holds beyond the clear evidence that SpaceX will soon reinstall to reinstall it on an orbital launch mount that’s much closer to completion than it was the last time B4 was installed. At this point, it’s just as likely that the booster’s third launch mount installation will just be another mechanical fit test, though the hope is that it will kick off full-scale pneumatic and cryogenic proof testing. It could even culminate in the static fire of some or all of its 29 Raptor engines, which have been installed for several months.
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
