News
SpaceX repairing upgraded Starship prototype after first test
SpaceX workers have been spotted repairing the company’s newest Starship prototype in the days after the rocket’s first partial test.
Starship S24 was transported to SpaceX’s Starbase, Texas orbital launch site (OLS) on May 26th after about two and a half months of assembly, marking the first time SpaceX transported a new Starship prototype to a test stand since August 2021. Less than 24 hours later, after attaching Ship 24 to a new test bay located beside the actual ‘orbital launch mount,’ the Starship prototype came to life and began its first proof test.
Unfortunately, while it’s impossible to judge with certainty without official confirmation, Ship 24 either failed to complete that test or did not make it through unscathed.
Known as an ambient or pneumatic proof test, the main goal is to pressurize a Starship or Super Heavy prototype with nonflammable, ambient-temperature nitrogen gas to ensure that the rocket and all its plumbing are structurally sound and working as expected. A successful test would likely require a prototype to reach and sustain flight pressures – up to 8.5 bar (~125 psi) as of 2020 – without exhibiting any significant leaks or problems.
For a while, Ship 24’s first ambient proof test went about as expected, with lots of small vents from its main liquid oxygen (LOx) and methane (LCH4) tanks. No activity was visible at the ship’s nose, where vents and plumbing attach to a pair of small landing (header) propellant tanks. Ship 24 is the first Starship with an upgraded version of those tanks after SpaceX decided to remove the methane header tank from the main methane tank and relocate it directly under the oxygen header tank, which takes up the tip of Starship’s nose.
After an hour or two of testing, a muffled bursting noise different from previous vents was heard, followed by a quieter ‘whoosh’ more akin to a long vent. At the same time as the loud noise was heard, a good dozen or so of S24’s thousands of heat shield tiles were knocked off the section of the hull between the Starship’s main tanks and nose cone. SpaceX depressurized Ship 24 soon after and within a few hours, workers could be seen extracting a pipe from the ship that appeared to have been bent almost in half.

Three days later, workers were spotted guiding apparent replacement pipes into Ship 24. Altogether, it appears that some small section of Ship 24’s internal piping failed catastrophically after it was pressurized during the vehicle’s first pneumatic proof test, knocking tiles loose and possibly damaging other adjacent plumbing. Given the location of that piping inside Ship 24’s nose section, there’s a nonzero chance that the failure occurred when SpaceX attempted to pressurize the Starship’s new header tanks, which would have started by pressurizing the propellant and gas lines leading to them. That would explain the first muffled burst, the subsequent venting sound that slowly faded to nothing, and the loss of heat shield tiles.
It would also explain why SpaceX decided to leave Starship in place and conduct repairs at the pad. Super Heavy Booster 7, which suffered a dramatic plumbing failure during an early proof test, was moved back to one of Starbase’s covered assembly bays for repairs. Had Ship 24’s incident been severe, it would have likely left the pad as well. The fact that Ship 24 did not move indicates that the failure was fairly minor and contained, only impacting some easily-replaceable plumbing.

Additionally, SpaceX appears to have moved Raptor heat shield components and a missing cover for one of Ship 24’s four flaps to the pad since the incident. On top of the team that has been working all weekend to repair the Starship, other sets of workers have set about closing out Ship 24’s ‘raceway’, which protects hundreds of feet of smaller plumbing and cables and a flight termination system that runs from the top to the bottom of the ship’s tanks; and some have begun preparing to fill gaps in Ship 24’s heat shield. Most of that work can be classified as ‘finishing touches’ and none of it would be prioritized if Ship 24 was not in decent shape.
Still, even minor damage is a setback. Ship 24’s next opportunity for redemption is a 10am to 10pm CDT window on Wednesday, June 1st, with backup windows available on Thursday and Friday.
Elon Musk
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
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.
News
Tesla Cybercab gets a for sale date at last
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.
Elon Musk
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
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.