News
SpaceX wants to launch its next Starship ASAP
Contrary to recent comments from CEO Elon Musk, SpaceX appears to be forging ahead at full speed in a bid to launch its next Starship ASAP.
Known as Starship serial number 10 (SN10), the prototype is the latest in a series of four ships SpaceX has ultimately set aside from low(er)-altitude development testing. Starship SN8 – the first functional prototype to reach its full height – debuted on December 8th, 2020, blowing expectations out of the water with a failure mere seconds before the end of a more than six-minute flight test. According to Musk, had a fuel tank remained properly pressurized from start to finish, SN8 could have very well stuck the landing on the first try.
Two months later, after the better part of two weeks of licensing and static fire test delays, Starship SN9 attempted to carry the torch forward but suffered an unrelated failure slightly earlier than SN8’s. One of two Raptor engines failed to ignite for a high-risk flip and landing burn, causing the Starship to impact the ground even more violently than its predecessor. It’s unclear why the ill-fated Raptor failed to ignite or why the engine that did ignite appeared to experience a major failure shortly thereafter but rocket propulsion is extraordinarily difficult – and Raptor is near – or at – the end of that scale.
While SpaceX obviously hasn’t spun around and fixed a complex Starship propulsion issue in a matter of days, Musk eventually revealed his opinion that he, his engineers, or some combination of both “were too dumb” to exploit one obvious way to mitigate the risk of engine failure during flip and landing. That ‘obvious’ tweak: reignite all three of Starship’s available landing engines, not just two.
In theory, with a fast-enough response time, Starship could ignite all three Raptors, perform a supercharged flip from a belly- to tail-down orientation, and selectively shut off one of the engines based on the data from what is essentially a midair static fire. In the event that all three engines are performing nominally, Starship would shut down the least useful engine (i.e. the Raptor with the least leverage) for a gentle two-engine landing burn.
That said, the ship landing burn has a clear solution. My greatest concern is achieving good payload to orbit with rapid & full reusability, without which we shall forever be confined to Earth.— Elon Musk (@elonmusk) February 5, 2021
Impressively, Musk said that SpaceX would implement those changes immediately, attempting the first three-engine reignition as early as Starship SN10’s launch debut. Already at the launch pad when Starship SN9 lifted off, SpaceX revealed plans to launch SN10 as early as February 2021 at the end of SN9’s test flight webcast.
A few days prior to SN9’s ill-fated test flight, Musk had also stated that Starship SN10 would perform a “cryoproof” test and only then have its three Raptor engines installed. Instead, in an apparent change of plans, SpaceX installed Starship SN10’s Raptors – SN39, SN50, and an unknown third engine – from February 5th to 7th.
On Sunday, local longtime resident Mary (aka BocaChicaGal) received an official safety alert from SpaceX, signaling plans for an explosive Starship test of some kind as early as Monday, February 8th. Historically, those overpressure safety warnings have only been distributed when SpaceX is preparing for a Starship static fire attempt. In other words, it’s possible that Starship SN10’s very first test could be a live wet dress rehearsal (WDR) with flammable liquid oxygen and methane propellant. If that WDR goes well, SpaceX could move directly into a one, two, or three-engine static fire.
Of course, as SN9’s lengthy test period rubbed in, Starship is still in the prototype stage and is far from a mature system, meaning that it’s always safer to expect delays than an on-time performance. To be clear, it’s far more likely that SpaceX will perform a familiar “cryo proof” test with non-flammable liquid nitrogen – perhaps hoping to complete a cryoproof and static fire in the same test window.
Either way, stay tuned for updates and follow along with NASASpaceflight’s excellent live coverage in the event that SpaceX really is prepared to static fire Starship SN10 between 9am and 6pm CST (UTC-6) on Monday.
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
