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SpaceX publishes dedicated Starship webpage after Elon Musk’s presentation
Shortly after CEO Elon Musk’s 2019 presentation, SpaceX has published a new webpage dedicated to the next-generation Starship launch vehicle and its Super Heavy booster, detailing the rocket and providing some excellent new images and renders.
Beyond the images of Raptor and renders of Starship and Super Heavy, the webpage discusses several possible use-cases in Earth orbit and throughout the solar system, showing off the latest iteration of a cargo-focused Starship and teasing possible missions to the Space Station.
Known informally as “Chomper” in the spaceflight community, a cargo-optimized Starship would replace the pressurized crew section with a vast cargo bay and actuating door, the source of its nickname. Similar to but slightly simpler than the Space Shuttle’s famous clamshell doors, such a nose could be extremely useful. Although it could obviously be used to place massive payloads in orbit, a sealable cargo section could also be used to grab similarly large items on orbit and then either return them to Earth or service/repair them in situ.
Of note, NASA’s Goddard Space Flight Center (GSFC) – responsible for the proposed LUVOIR super-telescope – has already seriously begun considering a cargo-optimized Starship as one of a handful of possible launch options. In the event that LUVOIR is chosen for development by NASA, the massive space telescope could be ready for launch sometime in the 2030s, at which point GSFC believes there will be only three plausible options – NASA’s SLS, Blue Origin’s New Glenn, or SpaceX’s Starship.
According to LUVOIR’s extensively detailed “Final Report”, published less than a month ago, GSFC worked fairly closely with SpaceX to determine where exactly Starship might fit into the picture. Intriguingly, an April 2019 tweet from the Center revealed that SpaceX had verified that Starship would be able to launch LUVOIR-B, a smaller and simpler version of the telescope. The August 2019 report, however, reveals that Starship could also launch LUVOIR-A – the full-sized telescope – with just a few slight modifications to Starship’s payload section.
SpaceX acknowledged Starship’s already well-known potential for transporting cargo and crew to the Moon and Mars, but also noted that the massive spacecraft could be used to deliver cargo and crew to the International Space Station (ISS) or elsewhere in Earth orbit. The ISS is undeniably large but Starship is (relatively) even bigger, nominally featuring enough pressurized volume (~1000m3 vs ~910m3) to more than double the habitable capacity of the ISS upon arrival. CEO Elon Musk noted this in an offhand remark on September 28th, cognizant of the fact that a Starship on its own is effectively a reusable ISS-class space station that can be placed in orbit with a single launch.
If a given Starship can support a crew of astronauts over a multi-month interplanetary cruise, the same Starship can also – and probably even more easily so – serve as an all-in-one space station with months of longevity. Add in Starship-enabled resupply and refueling runs and SpaceX could likely sustain a fleet of autonomous space stations in Earth orbit with relative ease. Assuming SpaceX is interested, Starship launch prices are low enough, and a large enough market exists, Starship could almost instantly and singlehandedly take orbital tourism from a distant fantasy for billionaires to a serious market potentially accessible to hundreds of thousands or even millions of people.
Musk has noted in previous SpaceX presentations that the goal is to make Starship so reusable that the price of per-person tickets to Mars becomes comparable to buying a house ($500k to $1m). Assuming SpaceX gets close to that price target, the cost of a 100-person mission low Earth orbit – likely requiring just one launch – could potentially be comparable to buying a car (~$50,000).
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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
