News
SpaceX fires up Starship and Super Heavy booster hours apart
SpaceX appears to have successfully fired up a Starship and Super Heavy booster hours apart, testing a total of three new Raptor 2 engines on the two rockets.
SpaceX says it completed a two-engine static fire with Starship 24 less than three hours after the company successfully ignited a Raptor 2 engine installed on a rocket prototype for the first time. That earlier test, performed by Super Heavy Booster 7, was also the first time SpaceX used its new Starbase orbital launch site to support a static fire test and the second-ever static fire of a Starship booster prototype. Had the company called it quits after Booster 7 survived its first intentional trial by fire, it would have still been an exceptionally successful day.
But SpaceX wasn’t done.
Instead, after Booster 7’s seemingly flawless single-Raptor static fire at 5:25 pm CDT, SpaceX loaded Starship 24 with a small amount of liquid oxygen and methane propellant and ignited two of the ship’s six engines around 8:18 pm. It was not initially clear how many engines were involved but a tweet from SpaceX later confirmed it was two. More likely than not, one of those engines was a sea level-optimized Raptor with a smaller bell nozzle and the other was a vacuum-optimized Raptor with a much larger nozzle.
Almost ten months ago, Starship 20 – SpaceX’s first potentially orbital-class Starship prototype – began static fire testing in a somewhat similar way. Its first day of static fires began with a single Raptor Vacuum engine and ended with a simultaneous RVac and sea-level Raptor test in October 2021. In some ways, SpaceX has been a bit less cautious with Starship 24, which is the second potentially orbital-class prototype to begin proof testing. Ship 24 already has all six Raptors installed, whereas Ship 20 only had four of six engines installed during its first static fire tests. SpaceX also took about three weeks to progress from Ship 20’s first static fire test to its first static fire of all six engines, whereas it appears that Ship 24 could potentially attempt its first six-engine test just a few days to a week later.
On the other hand, Ship 24’s path to its first static fire was substantially longer than Ship 20’s. Ship 20 completed its first static fire test(s) just 25 days after its first proof test, referring to the process of verifying that the prototype was in good working order before moving on to riskier testing with flammable propellant and intentional ignitions. Ship 20 also completed its first six-engine static fire 46 days after testing began. Ship 24, meanwhile, took 75 days to go from its first proof test to its first static fire – almost three times slower than Ship 20, a prototype that was essentially the first of its kind.
It’s possible that Ship 24’s upgraded Raptor 2 engines are partially or fully to blame. Instead of jumping straight into ‘hot’ Raptor testing like Ship 20, which began that particular campaign with a partial-ignition preburner test, SpaceX put Ship 24 through seven ‘spin-prime’ tests before its first static fire. For Raptor, spin-primes test the ignition step before preburner ignition, which is itself a step before main combustion chamber ignition (where the engine starts to produce meaningful thrust). Raptor startup procedures likely involve flowing high-pressure gaseous helium, nitrogen, or propellant (oxygen/methane) through the engine to spin up its turbopumps, ‘priming’ them for preburner and main combustion chamber ignition.
On Raptor 1, the preburners would ignite once a high enough flow rate was achieved, producing hot gas that the main combustion chamber would mix and ignite one last time to start the engine. In a recent interview with Tim Dodd (“The Everyday Astronaut”), CEO Elon Musk revealed that SpaceX was able to “remove torch igniters” from Raptor 2’s main combustion chamber (MCC). It’s unclear if that means that Raptor 2 now has zero MCC igniters, but a major change in the overall ignition process could explain why the start of Ship 24 and Booster 7 engine testing was so sluggish. So could the unintended explosion Booster 7 caused when SpaceX attempted to spin-prime all 33 of its Raptor 2 engines at once.
Regardless, SpaceX has finally crossed that particular Rubicon and, with any luck, Raptor 2 testing will begin to speed up on both Starship 24 and Super Heavy Booster 7. SpaceX has test windows scheduled on August 11th, 15th, and 16th. A warning distributed to Boca Chica, Texas residents on August 10th confirmed that the company intends to perform at least one more static fire test on the 11th.
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.