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SpaceX’s Starship Mk1 prototype heads to the launch pad – but why?
SpaceX has transported (half of) its Starship Mk1 prototype to its South Texas launch pad for the first time ever, signifying that the company is about to enter a major new stage of testing.
The move, however, raises the question: why is SpaceX transporting only half of Starship Mk1 to the launch pad?
Following SpaceX CEO Elon Musk’s September 28th presentation on Starship, the spacecraft prototype was partially disassembled, having essentially been mocked up to stand as a backdrop at the event. The impact was fairly minor, taking up no more than a few days of work, but Starship Mk1 remains in two large, separate pieces – a curved nose section and the ship’s cylindrical propellant tank and propulsion section.
A little over a month after Musk’s presentation, SpaceX technicians freed Starship Mk1’s lower tank section from a steel mount and temporarily installed the giant half-spacecraft on framework mounted to a Roll Lift transporter. SpaceX has consistently relied on Roll Lifts for the task of transporting Starship’s massive segments both around and between its Boca Chica, Texas build and launch facilities. This time around, only Starship Mk1’s lower half was loaded onto the transporter before being staged overnight near the main gate of SpaceX’s build site.
Although work continued throughout the night, around dawn on October 30th, transport activity restarted in earnest, with technicians preparing to move Starship. A road closure filed with Cameron County suggested that something would occur on the 30th, with followers speculating that Starship Mk1 would be transported to SpaceX’s South Texas launch pad. As it turned out, that speculation was correct, and (half of) Starship Mk1 was indeed moved to the launch pad and installed atop a new launch mount that was built from scratch in just a few months.
(Half a) Starship on the pad
While it’s undeniably thrilling to see Starship Mk1 head to SpaceX’s Boca Chica launch pad for the first time ever, it remains to be seen why exactly only half of the rocket was transported – no mean feat. Although a great deal of progress has been made over the last month outfitting Starship Mk1 with all the wiring, electronics, plumbing, and other subsystems the prototype will need to function, it’s plainly visible that a significant amount of work remains before Starship will be ready for integrated testing.
Most notably, as pictured above, the launch mount frame is certainly more or less complete, but most of the complex plumbing, wiring, and power equipment it will need to serve its function is not obviously present. There is admittedly a possibility that SpaceX will reuse the ‘quick disconnect’ umbilical ports used by Starhopper on Starship Mk1, but that remains to be seen.
Additionally, Starship Mk1 also has some level of work left before it will be ready for its first propellant loading test, let alone flight. Aside from a large amount of wiring and avionics that still needs to be partially run, harnessed, and connected, Starship’s main liquid oxygen and methane feedlines – needed to fuel the rocket – are largely complete but still unfinished.
There are at least a few obvious possible explanations for SpaceX moving the Starship Mk1 tank section to the launch pad in its partially-finished state. The easiest explanation is that SpaceX wants to perform leak and pressure tests of Starship’s tanks as early as possible, even if that involves testing the rocket without its nose (the host of Mk1’s batteries, power controllers, COPVs, pressurization tanks, and more). It’s not clear that Starship Mk1 is – at present – capable of performing a wet dress rehearsal (WDR), a common aerospace test where a rocket is fully fueled and counts down to launch without actually igniting.
Instead, SpaceX could potentially perform a pressure (or at least leak) test with a neutral gas (or perhaps liquid nitrogen) just to verify that Starship Mk1 is structurally sound before kicking off cryogenic propellant loading. Additionally, it’s possible that SpaceX could get around Mk1’s incomplete propellant feed lines by attaching pad umbilicals directly to the ends of the incomplete feed lines.
At the same time, it’s possible that SpaceX has decided to finish assembling Starship at the launch pad itself, hinted at when a local photographer captured a number of Mk1’s control surfaces and aero covers being moved around shortly after Starship was moved to the pad. Time will tell. For the time being, SpaceX has no more road closures scheduled (meaning no nose section transport) until November 7th and 8th, followed by another on the 12th.
Stay tuned to find out what transpires!
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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
