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SpaceX Starship booster survives explosion
A SpaceX Super Heavy booster was rocked by a substantial explosion and subjected to multiple fires at the launch pad during the rocket’s latest round of testing.
As of 9 pm CDT, July 11th, the fate of the upgraded Super Heavy – known as Booster 7 or B7 – is leaning towards survival but and it won’t be certain until the rocket is drained of all cryogenic propellant and potentially flammable gas and safe for SpaceX employees to approach. The incident began around 4:20 pm CDT, when Super Heavy Booster 7 (or its launch mount) unintentionally ignited a cloud of flammable gas produced during flow test involving most or all of its 33 Raptor engines. In the past, SpaceX has performed “spin prime” tests with Raptors installed on Starship prototypes, flowing high-pressure gas through the engines’ turbines to get them up to operating speeds and pressures. Booster 7’s test ended a bit differently.
When the resulting cloud of well-mixed methane and oxygen gas was accidentally ignited, it functioned like a small fuel-air bomb, rapidly combusting to produce a violent explosion and shockwave. After the initial explosion, the fire also expanded to burn as much of the resulting gas as possible, producing a fireball that briefly reached 80-90 meters (~260-300 ft) in height. CEO Elon Musk – apparently not directly participating in the test – initially stated that the explosion and fire was planned, implying that it was more or less a nominal outcome. Virtually everyone with experience observing Starship testing felt otherwise, however.
To preserve the safety of the few local residents still living at Boca Chica Village, SpaceX is required to issue printed safety warnings well in advance of Starship tests that could create a shockwave capable of shattering glass and injuring locals. SpaceX has never intentionally performed such a test without distributing those warnings and did not distribute a warning before July 11th, all but guaranteeing that no ignition event was planned. A few hours later, Musk deleted his original tweet and posted a different one, confirming that the explosion was “actually not good” and that SpaceX is “assessing the damage.”
For the most part, Booster 7 and the Starbase Orbital Launch Site (OLS) exceeded viewers’ expectations of their sturdiness, exhibiting very little off-nominal behavior after being subjected to a unexpected explosion, shockwave, and fire. Immediately after the event, B7 quickly depressurized its propellant tanks and appeared to leave those vents open, reducing the chances of the booster destroying itself if SpaceX were to lose control. SpaceX also appeared to intentionally avoid using the orbital launch mount’s (OLM) umbilical mechanism to remove propellant from the Super Heavy’s tanks, perhaps concerned that the shockwave might have weakened its connection to B7.
About an hour after the explosion, Booster 7 dumped a large amount of cryogenic liquid out of a new vent located on its aft end, producing a flood that spread around the adjacent pad. It’s unclear if that liquid was nitrogen or oxygen but either way, the emergency propellant dump appeared to cause a fire to start about 100 feet (~30m) from the booster and launch mount. That fire proceeded to burn intermittently for the next two hours, all the while posing a clear and present danger to the rest of the pad and booster if it were to spread in the wrong direction or breach the wrong underground pipe. Instead, SpaceX got lucky and the fire eventually self-extinguished.
In a worst-case scenario, Super Heavy’s engine section and 33 Raptor engines could have been seriously damaged, while the subsequent pad fire(s) could have also significantly damaged crucial pad systems, requiring weeks of repairs. The booster could even be beyond repair. More optimistically, given that SpaceX appears to have gotten lucky enough to avoid a total loss of vehicle, Booster 7 may be fine after some inspections and moderate repairs. The pad damage could also be limited to a single isolated, non-critical piece of equipment catching fire and burning to a crisp
Regardless, SpaceX will need to figure out what exactly caused the explosion and make sure that that failure mode does not appear again. In the meantime, the company recently finished stacking Super Heavy Booster 8, and Starship S24 – installed on a nearby suborbital test stand – is ready to begin its own static fire test campaign in the near future.
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
