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SpaceX Starship launch delayed to Tuesday by poor FAA planning
Update: CEO Elon Musk says that SpaceX’s fourth high-altitude Starship launch has been delayed from Monday to Tuesday after an FAA inspector – recently required to be onsite for launches – was inexplicably more than six hours late.
While the smallest grain of salt is warranted given Musk’s recently vitriolic relationship with the FAA, the CEO has every reason not to lie about a federal regulatory agency that SpaceX almost fundamentally depends on. As such, the implication is that a lone FAA inspector – only recently required by the FAA itself to be onsite for SpaceX Starship launches – was somehow more than four or five hours away from Boca Chica, Texas by 11am CDT, March 29th.
The only possible explanation for such a delay is that a single inspector – lacking virtually any of the resources afforded to large government agency – missed a flight on a public airline, had a flight canceled at the last second, or was somehow stranded in the middle of nowhere by car issues. As any sane human familiar with air or car travel would know, those issues happen and should always be anticipated. Knowing full well that it had just changed SpaceX’s Starship launch license just two weeks prior to prevent flights without an inspector present, the FAA does not appear to have prepared for those issues in even the most basic sense, failing to ensure alternate methods of transport or two redundant inspectors.
In essence, due either to severe underfunding, general ineptitude, some childish attempt to assert dominance, or some combination of all three, the FAA has explicitly disrespected the hundreds of (possibly 1000+) SpaceX employees working around the clock for weeks to launch Starship SN11 as quickly as possible. Given that the FAA itself distributed Temporary Flight Restrictions (TFRs) for SN11’s Monday launch on Saturday and noted plans for the launch more than a day prior, the giant regulatory agency had no less than 24-48 hours of prior warning even if they’d somehow ignored or missed SpaceX’s own CEO announcing a delay to March 29th on March 26th.
If a regulatory agency like the FAA is incapable of ensuring that an inspector can stand around at a launch the agency itself required an inspector be present for days prior, the same apparatus assuredly should not and cannot be trusted to regulate systems as complex as modern aircraft, spacecraft, and rockets. If the FAA is, in fact, up to the challenge of responsibly regulating those systems with the public’s best interest in mind, then failing a task as simple as ensuring its own inspector is transported, on time, from Point A to Point B is a conscious decision or mistake. Either way, something clearly needs to change.
CEO Elon Musk says that SpaceX has delayed Starship serial number 11’s (SN11) high-altitude launch debut from Friday to Monday to best ensure that the company can “land & fully recover” the 50-meter-tall steel rocket.
First and foremost, the weekend will allow SpaceX times time for “additional checkouts” and scour Starship SN11 and the data it’s produced during testing for any red flags or minor issues. While plans for a same-day static fire and launch didn’t pan out on Friday, March 26th, SpaceX did manage the first half, firing up just one of Starship’s three Raptors to verify the health of the replacement engine after a Thursday Raptor swap. The test marked the first time SpaceX has intentionally fired up just one of the Raptors installed on a three-engine Starship prototype, so the delay will provide extra time to ensure that all three are still looking good.
Standing down SN11 until probably Monday. Additional checkouts are needed. Doing our best to land & fully recover.— Elon Musk (@elonmusk) March 26, 2021
The weather in Boca Chica, Texas has also taken a turn for the worse in the last few days, so the extra few days will also (hopefully) allow time for wind, visibility, and precipitation conditions to improve. According to Musk, Starship SN11 is now scheduled to fly as early as Monday “afternoon” and, as usual, SpaceX will offer live coverage of the fourth high-altitude launch and landing attempt beginning a few minutes before liftoff.
With a little luck, the Starship prototype will be able to continue a trend of iterative improvement and one-up Starship SN10 with a slightly softer landing and no explosion minutes after touchdown. Stay tuned for updates both here and on SpaceX’s social media platforms to catch the official webcast.
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
