News
SpaceX to move Starship and Super Heavy production to Texas as hop tests near [updated]
SpaceX announced today that plans to ultimately build BFR (now known as Starship/Super Heavy) in the Port of Los Angeles have at least initially been replaced with a decision to move that development to South Texas, although details about the new facilities and their timelines remain have yet to be shared.
Drawn to one possible conclusion, this could mean that SpaceX no longer intends to build a BFR factory in the Port of Los Angeles, while all Falcon 9/Heavy, Merlin, and Raptor manufacturing will remain in the company’s Hawthorne, CA headquarters for the foreseeable future. However, the statements do not preclude the possibility that SpaceX still plans to develop an oceanside factory in the near future for Super Heavy, Starship, or both.
SpaceX will not longer be manufacturing its Mars spaceship and rocket booster at the Port of Los Angeles. Instead, the work will be done in South Texas. https://t.co/LqBfPawiZf
— Los Angeles Times (@latimes) January 16, 2019
Update: CEO Elon Musk stated on Twitter that the Los Angeles Times’ original report and a partial miscommunication on behalf of SpaceX misconstrued an official statement that early-stage Starship and Super Heavy prototype construction and development would stay in South Texas for the time being. It appears that SpaceX’s Port of LA plans remain largely unchanged.
The source info is incorrect. Starship & Raptor development is being done out of our HQ in Hawthorne, CA. We are building the Starship prototypes locally at our launch site in Texas, as their size makes them very difficult to transport.
— Elon Musk (@elonmusk) January 16, 2019
“To streamline operations, SpaceX is developing and will test the Starship test vehicle at our site in South Texas. This decision does not impact our current manufacture, design, and launch operations in Hawthorne and Vandenberg Air Force Base in California. Additionally, SpaceX will continue recovery operations of our reusable Falcon rockets and Dragon spacecraft at the Port of Los Angeles.” – SpaceX, January 16th, 2019
In early 2018, SpaceX announced that it had required a new berth in Port of San Pedro with the specific intention of building a brand-new BFR factory. By keeping BFR production in Los Angeles and locating it directly adjacent to its transportation mode of choice (a barge from California to Texas), the official hope was to retain the best aerospace talent in the US (generally centered around central California) and ensure that its main Hawthorne factory was just a short drive away while still being able to relatively affordably transport massive 9m/30 foot-diameter BFR spaceships and boosters between California and Texas.
Also speaking in 2018, COO and President Gwynne Shotwell noted that the estimated cost of moving a BFR-sized object from its main Hawthorne factory to Port of LA would average $5M for a one-way trip. For context, that is almost 10% of the list price of an entirely new Falcon 9 rocket ($62M) just to perform basic, necessary logistics. As a result, SpaceX decided to build a permanent factory at a Port of LA dock, where the company had already sprung a giant tent to begin prototype fabrication. Known as Berth 240, it’s now unclear whether SpaceX will retain and still develop the Port of San Pedro plot into a permanent facility, estimated to cost a few tens of millions of dollars to complete.
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- SpaceX currently uses Berth 240 as fairing recovery vessel Mr. Steven’s base of operations. (Pauline Acalin)
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- Most of the Berth 240 plot features decrepit but historic buildings from the early 20th century – SpaceX is required by its EIS to help preserve them and can only demolish one small hangar. (Pauline Acalin)
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- Over the last six months, SpaceX has VERY gradually prepared the foundation of its prospective Berth 240 factory, although barely any visible progress has been made. (Pauline Acalin, 11/30/18)
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- Blueprints of the proposed BFR factory at Berth 240. (SpaceX)
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- Renders of the proposed BFR factory at Berth 240. (SpaceX)
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- An overview of the two planned stages of BFR factory construction, March 2018. (SpaceX)
In the company’s approved environmental impact assessment, the implication was that the BFR factory could double as dedicated post-recovery processing and refurbishment facility for regular Falcon 9 missions and provide a far more spacious dock for drone ship Just Read The Instructions and support vessel NRC Quest. That sort of facility could easily still provide significant value to SpaceX, although it may be the case that it would not earn its keep nearly well enough to account for the redundancy of refurbishing at Port of LA instead of simply shipping recovered Falcon 9 boosters to the main Hawthorne factory, which can already host the refurbishment of at least two Falcon 9 boosters simultaneously.
Starship Hopper has been taken apart again (for the installation of the bulkhead etc.)
📸NSF's BocaChicaGalhttps://t.co/DlTj9Qiijz
NSF Overview News Article by Thomas Burghardt @TGMetsFan98 for those catching up:https://t.co/rgliFAkBMC pic.twitter.com/DzSJzjSvoI
— NSF – NASASpaceflight.com (@NASASpaceflight) January 15, 2019
SpaceX may also still want to have LA facilities capable of affordably supporting Starship and Super Heavy structures development and production in the event that some of its excellent staff of engineers and technicians are not interested in moving from Los Angeles to the sparsely-populated southeast tip of Texas. In the meantime, the company continues to work towards the completion of its first flightworthy(ish) Starship prototype at its rapidly expanding South Texas facilities, with CEO Elon Musk indicating that hop tests of the vehicle could begin as early as February or March 2019.
Expect a new article on the recent Starship hopper progress very soon!
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
