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SpaceX considers second Crew Dragon launch pad to reduce risk from Starship
Reuters reports that SpaceX has proposed modifying a second Florida launch pad to support Crew Dragon missions after NASA raised concerns about the threat posed by plans to launch Starship out of the only pad currently certified for Dragon.
After more than a year of downtime, SpaceX restarted the construction of an orbital Starship launch site at NASA’s Kennedy Space Center LC-39A pad in late 2021. SpaceX has leased Pad 39A since 2014 and conducted 49 Falcon rocket launches out of the facility since its first use in 2017. Prior to SpaceX’s lease, Pad 39A supported 82 Space Shuttle launches from 1981 to 2011 and every Apollo Program launch to the Moon in the 1960s and 1970s, making it one of the most storied and well-used launch sites in the history of US spaceflight.
In 2018, Pad 39A began supporting launches of SpaceX’s Falcon Heavy, which was and still is the most powerful and capable rocket currently in operation. In May 2020, a Falcon 9 rocket and Crew Dragon spacecraft lifted off with two NASA astronauts in tow, marking SpaceX’s first human spaceflight and the United States’ first domestic astronaut launch of any kind since 2011. The next era of the historic pad could include Starship, a fully-reusable two-stage rocket that SpaceX has been developing in earnest since the mid-2010s. However, NASA is worried that a failure of that immense and unproven rocket could almost instantly destroy what is currently the only launch pad on Earth capable of launching the space agency’s astronauts to the International Space Station (ISS).
One certainly can’t blame NASA for worrying. In its latest iteration, SpaceX’s Starship 39A launch mount will sit roughly 1000 feet (~300m) East of Pad 39A’s existing Falcon launch facilities, which include a tower and arm that are needed for astronauts and cargo to access and board Crew and Cargo Dragons. The Starship mount is also around 1600 feet (~500m) northeast of Pad 39A’s lone horizontal integration hangar, without which Falcon launch operations would become far more difficult or even impossible.
For the Falcon pad and tower, there is a slight consolation: Starship’s own skyscraper-sized launch tower will be located directly between those Falcon facilities and Starship before and during launches and could partially protect them from any hypothetical blast. The hangar will be fully unprotected, however.
NASA is worried that if a Starship fails before or shortly after launch and explodes at or near its adjacent launch mount, it could destroy or damage the infrastructure the space agency and SpaceX need to launch Crew Dragon to the International Space Station (ISS). At the moment, Boeing – NASA’s second Commercial Crew partner – is likely a year or more away from its first operational astronaut launch, during which Falcon 9 and Crew Dragon will remain a single point of failure that could theoretically sever the space agency’s connection to its own space station at any moment.
In response to NASA’s concern, NASA executive Kathy Lueders – in an interview with Reuters – says that SpaceX has begun working with the agency on plans to both “harden” Pad 39A and modify its Cape Canaveral Space Force Station (CCSFS) LC-40 pad to support Dragon launches. According to Reuters, however, receiving approval to put those plans into action “could take months.” Depending on how significant the facilities LC-40 would need are, there’s also a chance that SpaceX would need to complete a new FAA environmental review to construct a crew access tower.
Meanwhile, Pad 39A is also the only launch pad in the world capable of supporting Falcon Heavy, which has also become an extremely important rocket for uncrewed NASA spacecraft launches, NASA’s plans to get cargo to its lunar Gateway space station, and to the US military. Modifying one of SpaceX’s other pads to support Falcon Heavy would likely be even harder and take even longer than adding Crew Dragon capabilities to LC-40. In both cases, it’s likely that NASA and the US military would strongly prefer – if they don’t eventually outright require – that SpaceX have backup options already constructed and ready to go before risking the destruction of Pad 39A with its first Starship launch.
39A’s Starship facilities could easily require another 6-12 months of work before they’ll be ready for launch, however, leaving a good amount of time for SpaceX to alleviate the concerns of its US government customers before they might actually start to disrupt plans for East Coast Starship launches.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, 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 (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
