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SpaceX tweaks Starship's Super Heavy rocket booster as design continues to evolve
CEO Elon Musk says that SpaceX continues to evolve the design of its next-generation Starship spacecraft and Super Heavy rocket booster, a process of continuous improvement the company has successfully used for a decade.
Designed to place more than 100 metric tons (220,000 lb) of payload into Low Earth Orbit (LEO), Starship would effectively double (and possibly triple) the expendable performance of SpaceX’s existing Falcon Heavy rocket. Critically, it would be able to dramatically outclass Falcon Heavy (and Falcon 9 even more so) in a fully reusable configuration, meaning that both the Starship upper stage and Super Heavy booster could be recovered and reused.
Since SpaceX first publicly revealed its next-generation launch vehicle and Mars ambitions in September 2016, the path to realizing the dream of a fully-reusable super heavy-lift launch vehicle has been decidedly windy. After making the radical decision to move entirely from carbon composites to stainless steel in late 2018, the Starship design has remained relatively similar, coalescing around a specific concept that has matured to full-scale tank tests. Now, Musk says that Super Heavy’s design was tweaked slightly to make the booster even taller than before, while he later noted that Starship’s design also continues to “[evolve] rapidly.”
According to Musk, the Super Heavy booster will be stretched by a steel ring or two, reaching a new height of ~70m (230 ft). In other words, Starship’s first stage alone will measure as tall as the entirety of a Falcon 9 or Falcon Heavy rocket – first stage, second stage, and payload fairing included. Powered by up to 37 Raptor engines, a Super Heavy booster could produce more than ~90,000 kN (19,600,000 lbf) of thrust at liftoff – an incredible 12 times as much thrust as SpaceX’s workhorse Falcon 9 rocket.
Starship, meanwhile, will be a beast of an orbital-class upper stage on its own, measuring at least 50m (165 ft) tall and weighing some 1350 metric tons (3 million lb) fully-fueled. Stacked on top of Super Heavy, a Starship ‘stack’ would reach a staggering 120m (395 ft) and weigh more than 5000 metric tons (11 million lb) once loaded with liquid oxygen and methane propellant.
In simple terms, Starship/Super Heavy should be the tallest, heaviest, and most powerful launch vehicle ever assembled once it heads to the launch pad for the first time. While SpaceX is making great daily progress its ever-growing South Texas rocket factory, built up from next to nothing in a matter of months, it could still be quite some time before that milestone is within reach.
SpaceX’s process of continuously tweaking and improving the design and production of its rockets does typically have that effect. However, it’s more a symptom of the company’s approach to hardware and software development. Instead of working slowly and carefully from nothing to a preconceived finished product, SpaceX typically seeks to design, build, and test the minimum viable product, gradually improving (or entirely replacing) past ideas, designs, and hardware until overarching goals are fully achieved.
With Falcon 9 and Falcon Heavy, this meant beginning with Falcon 1, a dead-simple proof-of-concept rocket. After successfully reaching orbit, SpaceX expanded its Falcon 9 development program, itself focused initially on the minimum viable product – a full-scale expendable rocket. Since Elon Musk founded SpaceX in 2002, the goal has always been to build a fully-reusable rocket – the company has simply chosen the far more sustainable and practical approach of tackling only a select few problems at a time.
The Starship and Falcon development programs aren’t directly comparable but it’s safe to say that Starship is currently still in the very early stages of hardware development. Shortly after revealing Super Heavy’s height growth, Musk noted that Starship’s design is also being tweaked.
Sketching out a rough series of upgrades that could feasibly be made to the reusable spacecraft’s currently design, Musk thinks that Starship’s conical tank domes (and thus Super Heavy’s, too) could be flattened. That might allow an extra ~3m (10 ft) of propellant tank space to be squeezed into the same 50m Starship length, improving performance by simply using the vehicle’s fixed volume more efficiently.
With a nascent factory quite literally churning out Starship hardware, these tweaks are a whole different animal. Thanks to data and insight gathered from testing actual full-scale Starship tanks, up to and including fully-assembled tank sections, SpaceX will be able to guide its continuous improvement with even greater precision, honing in on the next-generation rocket’s orbital launch debut.
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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
