News
SpaceX separates Starship prototype’s nose and tail to install giant propellant tanks
After a handful of days as an impressive monolith stood along the coastal wetlands of Texas, SpaceX technicians have once again separated the nose and tail sections of the first Starship prototype to allow additional integration and assembly work to continue. The craft’s three Raptors were also removed and stored nearby, shown to be barebones facsimiles standing in for flightworthy hardware that could arrive in the next month or two.
Up next, three or four propellant tank domes – currently being assembled and welded together on-site – will likely be installed inside the steel hull of the giant Starship prototype’s aft barrel section. Known as bulkheads, the installation of those tank domes will bring SpaceX one step closer to performing hop tests of the simultaneously bizarre, confusing, and beautiful craft.
Starship Hopper has been taken apart again (for the installation of the bulkhead etc.)
📸NSF's BocaChicaGalhttps://t.co/DlTj9Qiijz
NSF Overview News Article by Thomas Burghardt @TGMetsFan98 for those catching up:https://t.co/rgliFAkBMC pic.twitter.com/DzSJzjSvoI
— NSF – NASASpaceflight.com (@NASASpaceflight) January 15, 2019
At this point in time, it appears that Starhopper is some odd combination of showmanship and actual hardware meant to test certain aspects of the first orbital Starship build, said to be complete as early as June 2019 by CEO Elon Musk. In the last week or so, SpaceX technicians attached and welded over Starhopper’s two sections – an aft barrel with legs and Raptors and a conical nose – and even did a sort of photoshoot, removing an on-site fence for a photo that Musk later shared while stating that the vehicle had “completed assembly”.
Starship test flight rocket just finished assembly at the @SpaceX Texas launch site. This is an actual picture, not a rendering. pic.twitter.com/k1HkueoXaz
— Elon Musk (@elonmusk) January 11, 2019
One could argue that assembly is not exactly complete if the given product has to be pulled in half to install significant new components. Regardless, the external skin, aft barrel section, and rough landing legs do appear to be more or less complete from a very basic structural perspective, although there is clearly much work still to be done if the vehicle’s tank bulkheads haven’t been installed. Aside from completing the liquid oxygen and methane tank structure, SpaceX engineers and technicians will additionally have to complete the vehicle’s aft section, a massive 9m/30ft-diameter thrust structure capable of supporting the thrust of three Raptor engines and the weight of the entire fueled rocket. After that, plumbing, avionics, sensors, attitude thrusters, and more will still need to be completed and integrated.
If Starhopper’s nose section is largely a nonfunctioning aerodynamic shroud and propellant tanks will be primarily located inside the aft section, the fuel and oxidizer capacities of the vehicle’s tanks can be roughly estimated. Assuming a 9m/30ft diameter, the aft barrel stands around 13m/43ft tall. Assuming that the upper tank dome will reach a meter or two above the steel cylinder and that the aft Raptor thrust structure is also roughly 1-2 meters deep, Starhopper would have a total tank volume around 830 m3 or almost 30,000 cubic feet (~225,000 gallons), potentially 1000 metric tons of fuel or more if fully loaded.
SpaceX ships another huge propellant tank to South Texas BFR test sitehttps://t.co/4L7f74gwg3 pic.twitter.com/KnHXOTCfAR
— TESLARATI (@Teslarati) October 24, 2018
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- SpaceX has two of these tanks and two others that are smaller but still massive. (NASASpaceflight – bocachicagal, 10/23/18)
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- Starhopper’s Raptor facsimiles were removed on January 15th. (NASASpaceflight – bocachicagal)
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- Meanwhile, giant 9m-diameter tank domes are being assembled and welded together a few hundred feet away from Starhopper. (NSF – bocachicagal)
Perhaps less than coincidentally, SpaceX already has liquid methane and oxygen tanks on-site (one is pictured above) with more than enough capacity to meet Starhopper’s potential propellant needs. However, it’s worth noting that current plans (and permissions) only show Starhopper traveling as high as 5km on flights that will last no more than 6 minutes, and CEO Elon Musk has indicated in no uncertain terms that the prototype will remain distinctly suborbital and is primarily focused on fleshing out Starship’s vertical take-off or landing (VTOL) capabilities before SpaceX proceeds to much more aggressive tests.
While it would be safe to take his schedule with many dozens of grains of salt, Musk noted last week that the first orbit-ready Starship could be finished as early as June 2019, while he expects Starhopper tests to begin as early as February or March. Where exactly that orbital Starship and its Super Heavy booster partner will be built is now much less clear after SpaceX has reportedly canceled a berth lease and thus its plans to build a BFR factory in the Port of Los Angeles. Will SpaceX build a BFR factory in Texas or will it build the orbital Starship en plein air like its Starhopper predecessor? And Super Heavy? Where will all three conduct static fires, hops, or launches from?
Stay tuned as more details and photos continue to bubble up from beneath the surface.
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
