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SpaceX installs Raptor Vacuum engine on first orbital-class Starship
Update: Providing the best views yet of the Raptor Vacuum installation process, SpaceX began installing one of Starship S20’s six engines (one of at least two recently trucked to the launch site) on Monday morning.
It remains to be seen exactly how many engines will be installed on Ship 20 or how many will be ignited during its first static fire test but barring the delivery of more Raptors, signs currently point to an initial test of two engines – one sea-level-optimized Raptor Center (RC) and one Raptor Vacuum with a much larger nozzle. Whenever Ship 20 does fire up those engines, it will be the first static fire of a RVac engine installed on a Starship and the first simultaneous, side-by-side static fire of two different Raptor variants. Since publishing time, SpaceX has cancelled a Tuesday road closure, pushing Starship S20’s first static fire attempt to no earlier than (NET) Wednesday evening.
For the third time in two months, SpaceX has begun installing Raptor engines on its first orbital-class Starship prototype – hopefully for good.
In no uncertain terms, Starship 20’s (S20) path to what could be its last Raptor installations has been about as windy and mysterious as they come. Starship 20 (S20) left the Starbase factory floor for the first time in early August – all six Raptors installed in another program first – for a brief fit check and photo op. After spending about an hour installed on top of Super Heavy Booster 4 (B4), Ship 20 was removed and returned to the build site, where teams removed all six engines and finished wiring and plumbing the vehicle.
Days before the ship’s long-anticipated trip to Starbase’s suborbital launch site for qualification testing, the mount SpaceX prepared for the process quickly had hydraulic rams – used to safely simulate Raptor thrust – were abruptly removed. Starship S20 was then installed on the Pad B mount, where SpaceX proceeded to reinstall six Raptors. Weeks later, after slow heat shield repairs neared completion, SpaceX again removed Ship 20’s Raptors and reinstalled the hydraulic rams it had removed – unused – the month prior. Finally, on September 30th, some seven weeks after the prototype arrived at the suborbital launch site, SpaceX put Starship S20 through its first major test – a lengthy ‘cryoproof’.
Now, ten days after completing a seemingly flawless cryoproof test on its first try, SpaceX has once again trucked multiple Raptors – at least one sea level and one vacuum engine – from the Starbase build site to Starship S20’s suborbital test stand. From the outside looking in, it’s hard not to view the contradictory path S20 took to its first tests – and is still taking to its first static fire(s) – as an unusually visible sign of some kind of internal tug of war or major communication failure between different SpaceX groups or executives.
It’s impossible to determine anything specific beyond the apparent fact that several of the steps taken from Ship 20’s first factory departure to its first cryoproof and static fire tests could have probably been deleted entirely with no harm done and many dozens of hours of work saved. At the end of the day, Starship S20 completed cryoproof testing without issue on the first try and is now seemingly on track to begin its first static fire test campaign later this month.
At the moment, SpaceX has three possible static fire test windows scheduled from 5pm to midnight CDT on Tuesday, Wednesday, and Thursday (Oct 12-14). A similar Monday window was canceled days ago on October 7th, suggesting that more cancellations are probably on the horizon. For now, there’s a chance that Starship S20 – with anywhere from two to all six Raptor engines installed – will fire up for the first time before next weekend. It’s hard to say how exactly SpaceX will proceed. It’s not inconceivable that SpaceX will install all six engines and gradually ramp up to a full six-engine static fire over several tests.
Given that SpaceX has already static fired three Raptor Center (RC) engines on multiple Starship and Super Heavy prototypes, odds are good that Starship S20’s test campaign will be similar – beginning with a three-Raptor static fire, in other words. SpaceX could then add one, two, or all three Raptor Vacuum engines into the fray for one or more additional tests with 4-6 engines total. It’s also possible that suborbital launch mount and pad limitations will prevent more than three engines from firing at once, in which case SpaceX would presumably perform two separate tests of Ship 20’s Raptor Center and Raptor Vacuum engines.
Given that two Raptor variants have never been static fired simultaneously on the same vehicle, it’s hard to imagine that SpaceX won’t also want to perform one or several combined static fires with Raptor Vacuum and Raptor Center engines on Ship 20.
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
