News
SpaceX gets first taste of coronavirus epidemic's consequences
SpaceX’s next scheduled rocket launch has been indefinitely delayed after Argentina – responsible for the SAOCOM 1B satellite payload – put strict travel restrictions in place, the first sign of the coronavirus epidemic’s consequences for the company.
Previously expected to launch as early as March 30th, the ~3000-kg (6600 lb) SAOCOM 1B radar satellite departed its Bariloche production facilities and arrived at Cape Canaveral around February 23rd, around the same time pandemic impacts began to be felt outside of China. Now likely sitting in a SpaceX payload processing facility at Cape Canaveral Air Force Station (CCAFS), it appears that SAOCOM 1B will have to wait for the foreseeable future before teams from Argentina and other countries are able to access the spacecraft and prepare it for launch.
While the delay is unfortunate, it hardly comes as a surprise at the same time dozens of countries around the world are considering – or already enacting – extreme countermeasures to mitigate the damage that will be caused by the COVID-19 pandemic. Thankfully, once Argentinian space agency (CONAE) employees are able to prepare SAOCOM 1B for flight, the mission is still set to make history, marking the first time a rocket launches on a polar trajectory from the United States’ East Coast in more than a half-century. In the meantime, SpaceX – while not deriving any income – also has ways of potentially taking advantage of a bad situation and exploiting unexpected downtime as a result of customer delays.
In October 2018, SpaceX successfully launched SAOCOM 1B’s predecessor – SAOCOM 1A – from its Vandenberg Air Force Base (VAFB) facilities, using a West Coast landing pad (LZ-4) for the first time ever. The spacecraft has successfully operated in space ever since, serving scientists, farmers, and more with high-quality satellite radar and Earth observation data.
Planned as a two-satellite constellation, CONAE spent another 15 or so months manufacturing and assembling the sister spacecraft, reaching the integration completion milestone in December 2019. After completing a few additional mechanical and electrical tests to verify the satellite’s health in January and February 2020, SAOCOM 1B was loaded aboard a Russian Antonov cargo plane and flown directly to Florida’s Kennedy Space Center (KSC), landing at the same runway NASA’s Space Shuttle once used.
Shortly after the growing global pandemic began to bare its teeth, the Argentinian government made the decision to almost completely ban international travel for the time being, while citizens now face heightened restrictions in a bid to legally enforce social distancing precautions. A scientific satellite launch has unsurprisingly not won exemption rights, meaning that it’s now all but impossible for the Argentinian space agency to send people and supplies back and forth from Florida – a necessity for something as complex as a satellite launch campaign.
As such, SpaceX’s SAOCOM 1B launch will be delayed until Argentina is able to loosen domestic and international travel restrictions – the timeline for which is anyone’s guess.
Bittersweet lemonade
Prior to the commercial mission’s indefinite delay, SpaceX’s seventh dedicated Starlink and sixth v1.0 satellite launch – Starlink L7 or Starlink V1 L6 – was expected no earlier than (NET) April 2020, sometime shortly after SAOCOM 1B’s NET March 30th launch. However, CEO Elon Musk and a second executive recently revealed that SpaceX is building Starlink satellites faster than it can launch them – churning out as many as six spacecraft in a single day.
Previously proposed on Teslarati, SpaceX may thus have a substantial backlog – ranging from one to several launches worth – of satellites that are ready for flight and either waiting for transport or already in Florida. In 2020, SpaceX has completed four 60-satellite Starlink launches in ~11 weeks, averaging a bit less than three weeks per mission. Even if SpaceX’s Starlink factory only averages 4-5 satellites per day each month, that would mean that the company is still building at least 20-40 extra satellites for each batch of 60 it launches.
In other words, if a separate Falcon 9 booster, upper stage, and payload fairing are already prepared for launch or SAOCOM 1B customer CONAE is willing to let SpaceX use its rocket (much less likely), the company could feasibly replace the mission on its manifest with an internal Starlink launch. This would reduce the amount of time the company’s workforce is listless as a result of the pandemic – a move that wouldn’t save money, per se, but would more efficiently distribute resources that will otherwise be wasted. For now, though, we – and the rest of the world – will have to wait and see.
Tesla revealed plans to develop its own maps internally to fix Navigation issues and give owners more control over their routing.
On the company’s Q3 2026 Earnings Call, a question was asked about FSD Navigation issues, particularly speed limit recognition, parking, and routing. These are issues that surface from version to version and seem to be seriously challenging for Tesla’s AI team to resolve.
Tesla’s Head of AI, Ashok Elluswamy, said in response to the question:
“You’re totally right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as OneMoreMap. We are building an entirely new architecture with essentially AI-based mapping and navigation.”
He continued:
“It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it, ask for different routes. It’s going to learn your personalized preferences, plus the fleet preferences. The collective intelligence of all the cars is going to flow into making the maps and navigation super cool.”
Elluswamy said this issue should be confronted, and the mapping should be available for people by the time the v15 release starts deploying to customers.
“And over the next several months,” he added, “it’s just going to take over all of the navigation functions, parking, destination handling. And it will know you better than you know yourself in some regard for the driving task, and then handle it fully.”
Tesla Summon got insanely good in FSD v14.3.2 — Navigation? Not so much
Navigation is perhaps the most notable complaint with FSD, and although it has gotten better, it is still flawed. Much of the time, FSD will take people on routes that are not preferred by the driver, but Tesla tried to combat this with a routing feature in the Summer 2026 Update.
Tesla currently relies on Google for map data, but it is sort of counterintuitive to believe the company would rely on a third party for this. These improvements will be welcome, as routing and navigation have been such a pain point for so many owners for so long.
Quotes via Motley Fool
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 is building its own maps to fix Navigation issues
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
