News
SpaceX’s orbital Starship launch pad tank farm comes to life for the first time
Update: Two days after a bevy of tanker trucks began to arrive at SpaceX’s orbital Starship launch site with load upon load of cryogenic liquid nitrogen, the company’s custom-built tank farm appears to have taken its very first ‘breaths.’
In other words, at least one of seven massive propellant storage tanks – two of which appear to have been fully completed and insulated – began venting. For a tank like SpaceX’s ground support equipment (GSE) tanks, the level of venting observed can only mean one thing: pressure maintenance during operations with cryogenic fluids. As cryofluids are loaded into empty tanks, they inevitably come into contact with warm pipes and tank walls, rapidly warming a portion of the liquid that then boils into gas. Tanks then need to vent that excess gas to avoid bursting.
In the case of SpaceX’s two completed liquid oxygen GSE tanks and a spate of liquid nitrogen (LN2) deliveries this week, it’s clear that the company has begun the process of testing and activating part of its brand new orbital-class Starship tank farm – beginning with much less risky LN2 proof testing. Filling the two finished LOx tanks with LN2 should also serve the dual purpose of flushing and cleaning them of any debris or contaminants, ensuring that it’s safe to fill them with LOx when the time comes.
For the first time, SpaceX appears to have begun delivering large quantities of cryogenic fluids to Starship’s orbital launch pad – still under construction but fast approaching some level of initial operational capability.
Sometime in the morning on September 19th, a semi-truck carrying a cryogenic liquid nitrogen (LN2) transport trailer arrived at SpaceX’s Starbase launch facilities. Normally, that would be a completely mundane, uninteresting event: SpaceX has used and will continue to use liquid nitrogen to safely proof test Starship prototypes and supercool their liquid methane (LCH4) and oxygen (LOx) propellant for the indefinite future. However, up to now, 100% of all Starbase cryogen deliveries have gone to the suborbital launch site, where two “mounts” and a few concrete aprons have supported all Starship and Super Heavy tests and launches to date.
Instead, this particular LN2 tanker headed for Starbase’s first orbital tank farm and began to offload its cryogenic liquid cargo at a number of brand new fill stations specifically designed for the task.
Still well under construction and at least a few weeks or months from total complete, Starship’s orbital launch site tank farm will ultimately be a group of eight massive storage tanks surrounded by thousands of feet of insulated plumbing, industrial pumps, a small army of “cryocoolers,” a blockhouse filled with human-sized valves, and much more. Said tank farm has been under construction for the better part of 2021, beginning with work on its concrete foundation this January.
Nine months later, the orbital tank farm is nearly complete. A power distribution and communications blockhouse has been complete for weeks with virtually all the wiring and cabling needed for the orbital launch mount and tower already in place. Several hundred feet of concrete cable and plumbing conduit have been filled with thousands of feet of wires, cables, and pipes and been sealed and buried. The tank farm blockhouse – where a dozen or so massive valves control the flow of propellant to and from the orbital launch mount and tower – is complete save for some final plumbing.
Finally, seven of eight GSE (ground support equipment) tanks have been installed and partially plumbed. Built in the same factory, six are virtually identical to Starship and Super Heavy tanks and will store LOx (3x), LN2 (2x), LCH4 (2x), and around a million gallons of water. Save for one LCH4 tank, all have been installed at the farm and that last tank (known as GSE8) is nearly complete back at the build site. Additionally, to insulate those seven thin, steel storage tanks, SpaceX has contracted with a water/storage tank company to build seven “cryoshells” and said million-gallon water tank.
The water tank was installed months ago and all seven shells are completed and ready to go as of last month. Only two of those seven cryoshells have been installed – and, rather asymmetrically, both on LOx tanks. SpaceX recently rolled the first LN2 tank cryoshell to the farm and could install it soon but as of now, it will likely be weeks before the orbital tank farm will have sleeved, insulated LOx, LN2, and LCH4 tanks ready for testing.
At the moment, that’s one of the biggest points of uncertainty standing between SpaceX and the ability to test Super Heavy or Starship at the orbital launch site. It’s entirely unclear if uninsulated GSE tanks can support any kind of substantial testing – like, say, the first full Super Heavy static fire test campaign – before their contents effectively boil off. As such, it’s a bit of mystery why SpaceX then had at least three tanker loads of liquid nitrogen – likely more than 70 tons (~150,000 lb) total – delivered to the orbital tank farm on September 19th.
By all appearances the first time that the farm’s actual main tanks have been filled with anything, that liquid nitrogen seems to have been loaded into one or both of the two insulated LOx tanks. There are two or three main explanations. First, SpaceX could simply be testing those more or less completed tanks with their first cryogenic fluids. Those partial ‘cryo proof’ tests would also help clean and flush out the interior of the LOx tanks, removing mundane debris or contamination that could become a major hazard when submerged in a high-density oxidizer. Given that both tanks can easily hold ~1300 tons (~2.9M lb) of liquid nitrogen, 70 tons is more of a tickle than a test, though, so a magnitude more would need to be delivered to perform even a half-decent bare-minimum cryoproof.
The other distinct possibility is that SpaceX plans to temporarily use one or both of the only two finished orbital pad tanks to store liquid nitrogen for Super Heavy Booster 4’s first cryogenic proof test. Either way, SpaceX has test windows scheduled every day this week, beginning with a six-hour window that opens at 5pm CDT today (Sept 20). Stay tuned to find out what exactly SpaceX plans to test and if the orbital tank farm and its first taste of liquid nitrogen are involved!
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
