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SpaceX’s Elon Musk hints at “notable” Starship changes, explains static fire anomaly
CEO Elon Musk has offered an explanation for SpaceX’s recent Starship static fire anomaly and says that an overview of the next-generation rocket development program will be delayed to account for some “notable” design changes.
Over the last several months, Musk has promised to do one of his (thus far) usual annual Starship updates, either in the form of a presentation in South Texas, an article published on SpaceX’s website, or both. Originally expected in September or October, the CEO’s tentative schedules have come and gone several times. Simultaneously, however, SpaceX has been preparing Starship serial number 8 (SN8) for a range of crucial tests and Starship program firsts, recently culminating in a successful cryogenic proof test, multiple wet dress rehearsals (WDRs), nosecone installation, the first triple-Raptor static fire test, engine tests using smaller ‘header’ tanks, and more.
Unfortunately for SN8, the most recent Raptor engine header static fire – drawing propellant from two small internal tanks mainly used for landing burns – did not go according to plan, resulting in some kind of high-temperature fire and severing Starship’s hydraulic systems. For SpaceX test controllers, that meant a total loss of control of most vehicle valves and pressurization systems, essentially putting one of Starship SN8’s header tanks through an unplanned pressure and failsafe test. In the days since, what exactly caused that unfortunate failure has been the subject of a great deal of discussion – discussion that can finally be put to rest with new information from Musk himself.
In a surprise, SpaceX had apparently decided to add a failsafe to Starship SN8’s new nose section, installing what is known as a burst disk – effectively an automatic single-use valve. Once the upper (liquid oxygen) header tank reached dangerous pressures, the force of that pressure broke the seal, allowing the rocket to vent excess pressure and avoid what would have otherwise been a potentially catastrophic explosion.
The cause of that near-miss, according to Elon Musk, was as simple as debris kicked up during the Starship SN8 Raptor engine static fire directly prior. Producing up to 200 metric tons (~450,000 lbf) of thrust and an exhaust stream traveling some 3.3 kilometers per second (2 mi/s, Mach ~10), Musk says that Raptor tore apart a special ceramic coating covering the concrete directly beneath Starship SN8. Likely accelerated to extreme velocities in milliseconds, shards of that coating reportedly “severed [an] avionics cable, causing [a] bad [Raptor engine shutdown].”
Prior to Musk’s comments, SpaceX technicians had already removed on of SN8’s three Raptors – SN32 – on November 14th and replaced it with Raptor SN42 on November 16th, effectively confirming that any damage suffered by Starship’s engine section was easily repairable. It’s unclear how exactly a single severed cable could result in a Raptor engine seemingly dripping molten metal but regardless of the cause, the fix appears to have been a quick one.
In response to the anomaly, Musk says that Starship avionics cables will ultimately be routed inside steel pipes to shield them from debris, while “water-cooled steel pipes” will be added to the launch pad to help limit the damage Raptors can cause. Perhaps as a partial result of SN8’s troubles at the launch pad, Musk says that his Starship blog post will have to wait, as SpaceX “[may be] making some notable changes” to the launch vehicle.
Prior to Starship SN8’s failed November 12th Raptor test, SpaceX was expected to attempt three consecutive static fires before clearing the rocket for an ambitious 15 km (9.5 mi) flight test. One of those static fires had already been completed on November 10th and it’s unclear if SpaceX’s SN8 test plan has remained unchanged or if the static fire counter has been effectively reset. Either way, barring more surprises, there’s still a definite possibility that Starship SN8 will be ready for its launch debut by the end of November and an even better chance that it will launch some time between now and 2021. Stay tuned for updates!
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
