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SpaceX Starship factory churning out new rocket parts with Elon Musk's help
SpaceX’s South Texas team of Starship engineers and technicians – including CEO Elon Musk himself – are working around the clock to manufacture hardware that will likely become the company’s next Starship prototype in the near future.
Over the last few days, SpaceX has made quick progress churning out shiny steel rings and wrapping up propellant tank domes – the next round of full-scale Starship hardware. To better build the first flight and orbit-capable prototypes, not to mention hundreds or even thousands of Starship spacecraft and Super Heavy boosters in the years to come, SpaceX teams and contractors have spent the last two months aggressively expanding the company’s Boca Chica, Texas facilities. In fact, the very same company that built Tesla’s newest tent-based Model 3 assembly line – Sprung Instant Structures – has erected part of a massive, new Starship factory.
Finally giving the company’s grizzled South Texas team a large, climate-controlled space to work from, CEO Elon Musk has also been spending more and more time at SpaceX’s upgraded Boca Chica facilities. Most recently, the executive gave Twitter followers the first official glimpse inside one of the new Starship production tents, revealing several giant spacecraft parts in various stages of completion. It’s currently unclear what the destiny of that new Starship hardware will be, but a few recent clues seem to point in one specific direction.
Yeah, we just finished two more propellant domes. SpaceX team & supporting suppliers are doing amazing work ramping Starship production.— Elon Musk (@elonmusk) January 22, 2020
On January 10th, SpaceX intentionally – and largely successfully – ‘popped’ a Starship propellant tank to determine the quality of partially-upgraded manufacturing and assembly techniques. Built in just two weeks, Musk revealed shortly after the test that the baby Starship tank – filled with water – had made it to 7.1 bar (103 psi) before bursting.
While fairly meaningless on its own, it apparently means that the test tank survived well past the pressures Starships will need for orbital flight, although it only managed a safety margin of ~18%. To be fully flightworthy, Musk says that SpaceX wants Starship tanks to survive pressures of at least 8.5 bar (125 psi) – a margin of ~40% – before it considers the giant spacecraft safe enough for humans.
Given that the 7.1 bar the test tank reached is more than enough to support “orbital flight”, albeit with a less-than-optimal safety margin, it would be reasonable to assume that SpaceX would choose to immediately green-light the first flightworthy Starship spacecraft, deemed SN01 (serial number 01) by Musk. While that first prototype would thus be unable to launch humans and fulfill its ultimate goal as a Starship, it would give SpaceX experience building a second full-scale prototype (following Mk1) and give the company time to gradually upgrade its production facilities and manufacturing hardware.
Musk sketched out a number of possible improvements even before SpaceX tested its miniature Starship tank to destruction, indicating that “more precise parts” and an enclosed, wind-protected welding shop should be enough to raise Starship’s safety margin to ~40%. A step further down the road, Musk raised autogenous laser welding as a possibility for future production upgrades, although the advanced welding method would require a truly controlled environment and much more precise parts and manufacturing hardware.
In the last 24 hours, SpaceX has filed for a number of road closures for the highway adjacent to its Boca Chica Starship facilities, a sign that some form of rocket hardware transport and testing is imminent. As such, it now seems much more likely that SpaceX has decided to spend at least a few more weeks building and testing a second (and possibly a third) Starship tank prototype before kicking off the production of the next full-scale rocket.
Intriguingly, SpaceX has also received several large shipments of liquid nitrogen (LN2), a neutral cryogenic fluid often used to simulate cryogenic propellants without risking a massive explosion or fire. That LN2 wont last forever in SpaceX’s storage tanks, confirming that some form of cryogenic testing is imminent. The most likely explanation is that SpaceX is in the late stages of manufacturing a second tank prototype, soon to be shipped about a mile down the road to the company’s nearby test and launch facilities.
If SpaceX is planning to perform a burst test with liquid nitrogen, it will likely be quite the spectacle – much closer to Starship Mk1’s spectacular failure than the milder demise of the first miniature Starship tank. SpaceX has roadblocks scheduled every day for the rest of the week, so stay tuned to find out when exactly Starship’s next big test is expected.
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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.”
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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.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
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Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
