News
[Update: Scrubbed] SpaceX Starship to attempt same-day static fire and launch
Update: Starship SN11 did manage a timely static fire around 8am CDT but after hours of work, SpaceX appears to have scrubbed a Friday, March 26th launch attempt.
SpaceX’s website has yet to be updated and Friday’s FAA TFR is still active but a road closure meant to last until 7:30 pm CDT to cover the static fire and launch was retracted after the highway was reopened around 2:45 pm. It’s unclear what caused the scrub but weather or technical issues from the static fire are two likely candidates. SpaceX still has TFRs active on Saturday and Sunday, but the company hasn’t tested or flown on a weekend in months.
Lacking only an official confirmation, SpaceX appears to be readying the fourth full-size Starship prototype to attempt a Raptor static fire test and launch on the same day.
That hopeful day in question happens to be today – Friday, March 26th. If all goes according to plan, Starship serial number SN11 will fire up its three Raptors, verifying their health after an engine was apparently swapped out on Wednesday. Possibly just an hour or two later, after detanking and retanking liquid oxygen and methane propellant, the Starship prototype could lift off on SpaceX’s fourth high-altitude test flight.
Late on March 24th, SpaceX rolled Raptor engine SN46 from its Boca Chica factory to the launch pad, where Starship SN11 is installed on one of two suborbital launch mounts. The engine move and subsequent installation came as a surprise, as nobody managed to catch an implied Starship SN11 engine removal in the two or three days prior (extremely thick fog being the likeliest cause).
The implied issue with the Raptor that was removed is likely to blame for a several-day launch delay that followed Starship’s seemingly successful Monday static fire. After that test, SN11’s launch was initially scheduled as early as Tuesday or Wednesday, only to slip day by day as the week proceeded. SN11 first rolled to the launch pad on March 8th, just 18 days ago, so launch delays don’t come as a huge surprise given that the current factory-to-launch record for a three-engine Starship is 33 days, three static fires, and one engine swap.
If SN11 manages a same-day static fire and launch on March 26th, it will still crush that record by almost 50%. To an extent, the feat also isn’t unprecedented. On March 3rd, Starship SN10 aborted its first true launch attempt milliseconds after Raptor ignition when the rocket’s flight computer detected indications that they were producing too much thrust. Amazingly, instead of scrubbing the launch attempt, SpaceX loosened Starship SN10’s thrust limit parameters and tried again, successfully lifting off just three hours after the abort.
Despite the abort and immediate hands-free recycle, Starship SN10 subsequently became the first prototype of its kind to launch to 10 km (6.2 mi), free-fall back to earth, and land in one piece. Minutes later, a fire and harder landing than expected conspired to make SN10 explode, but the test flight was arguably still a massive success. Simultaneously, the flight indicated that Starships are technically capable of successfully flying hours after a post-ignition launch abort, demonstrating an extraordinary level of robustness for clustered high-performance rocket engines.
As such, while it’s probably reasonable to assume that Starship SN11 wont launch today, SN10 proved that there is nonzero chance of a static fire and launch hours apart. Additionally, given just how close SN10 go to unequivocal success (i.e. a soft and survivable landing), Starship SN11 has the best chance yet at at launching, landing, and making it through the ordeal without exploding.
Starship SN11’s third static fire and first launch attempt are both currently scheduled sometime between 7am and 7:30pm CDT (UTC-5). Stay tuned for updates as we wait for SpaceX’s official confirmation and an evacuation notice of Boca Chica Village residents.
News
Tesla Cybercab gets a for sale date at last
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.
Elon Musk
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
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.
Investor's Corner
Tesla reports Q3 Earnings today: here’s what to expect
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.