News
SpaceX’s second Falcon 9 Block 5 booster reuse closes in as rocket refurb continues
Scheduled on October 7th, SpaceX is roughly three weeks out from the next routine launch of Falcon 9, set to carry the ~2800 kg (6200 lb) Argentinian satellite SAOCOM-1A into a low polar orbit from the company’s Vandenberg Air Force Base launch facilities.
Cocooned inside Falcon 9’s payload fairing during the final days of August, the Earth observation satellite’s launch will mark a number of exciting milestones for SpaceX, including the second reuse of a Block 5 booster and the debut of a California-based rocket landing zone barely 400m (1400ft) from the launch pad.
Última foto del satélite argentino SAOCOM 1A en Tierra! Los equipos de la CONAE, VENG, @invapargentina y @CNEAok finalizaron la integración y encapsulado del SAOCOM 1A en la cofia del lanzador Falcon 9 de @SpaceX. El satélite está listo! Comienzan preparativos de lanzamiento! pic.twitter.com/pwwj0NYIwE
— CONAE (@CONAE_Oficial) September 14, 2018
Previously tasked with launching Iridium’s 7th group of 10 NEXT satellites on July 25th, Falcon 9 B1048 has been assigned as SAOCOM 1A’s ride to orbit, originally expected to refly as early as September 5th and September 28th. Despite the delays, it still appears that B1048 will easily snag the SpaceX record for second fastest booster turnaround – 74 days compared to Block 5 booster B1045’s 71 days gap between launching NASA’s TESS and CRS-15 missions.
According to a number of comments from satellite engineers involved in the launch, most of the month-long slip rested on rocket availability, meaning that SpaceX was having some sort of difficulty with Falcon 9 components. Given photos and official comments showing that SAOCOM-1A was encapsulated in its payload fairing more than 5 weeks before launch (August 30th) and that Falcon 9 Block 5 is a fairly new launch vehicle, especially in a flight-proven configuration, the most logical explanation is that SpaceX is simply being extra cautious and thorough with B1048’s post-flight analysis and refurbishment.
It’s entirely possible that SpaceX engineers and technicians could have managed a ~40-day turnaround to make the original September 5 launch date, but it’s equally likely that some off-nominal characteristics were noted while the booster was being prepped for transport after craning off of drone ship Just Read The Instructions. In fact, B1048’s recovery operations were exceptionally lengthy and in-depth, including an extraordinary few hours during which technicians removed the booster’s Merlin 1D access panels, baring wholly-uncovered rocket engines in full view of a public area. Nothing equivalent has ever been observed over the course of more than a dozen Falcon booster recoveries, perhaps indicating some unique circumstances in the case of B1048.
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- After launching in April 2018, B1045 landed on OCISLY and is being refurbished for a second launch in just 5 days, on June 29. (Tom Cross)
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- An excellent look at Block 5 booster B1048’s aft, showing off two of four launch clamp attachment points. (Pauline Acalin)
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- SpaceX technicians reinstall Falcon 9 B1048’s Merlin bay covers after examining the interior for several hours. (Pauline Acalin)
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- SpaceX’s West Coast landing zone is preparing for its debut, currently NET October 6th 2018. (Pauline Acalin/Teslarati)
The most obvious explanation is that those publicly-visible inspections were used to judge whether the flight-proven booster could return directly to SpaceX’s Vandenberg launch pad or needed to make a stop at the company’s dedicated Hawthorne factory and refurbishment facilities. Judging from the month-long slip that transpired, it’s probable that the latter option was selected. Regardless, caution is key when a customer’s payload is on the line.
Once it makes its way to the launch pad for the second time, B1048 will have the opportunity to both become the first Block 5 booster to land on land and the first rocket ever to land at SpaceX’s West Coast Landing Zone (LZ), under construction/development for the last two or so years. Just like its Floridan twins, the California LZ will only be an option for particularly lightweight payloads and lower-energy launch profiles, of which SAOCOM 1A (and 1B) certainly fit the bill.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
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
