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SpaceX Starship eyes Tuesday launch after FAA communication breakdown causes delays
Two new sourced reports suggest that SpaceX’s fast-moving approach to Starship development and a shocking level of naivety and ineptitude on behalf of the FAA’s regulatory responsibilities combined to delay the latest Starship test flight.
As previously discussed on Teslarati, SpaceX was clearly and publicly targeting a Starship launch as early as 12pm to 5pm on Monday, March 29th after unknown issues delayed a Friday attempt. Those plans were writ large on SpaceX’s own website and via CEO Elon Musk’s tweets a full three days before launch and confirmed by road closures, notices to mariners, and the FAA’s own flight restrictions and advisories 24-48 hours prior. Around 11am CDT Monday, Musk revealed that SpaceX had been forced to call off the day’s launch attempt because an FAA-required inspector was “unable to reach” Boca Chica in time.
Now, per reports separately corroborated by The Verge reporter Joey Roulette and Washington Post reporter Christian Davenport, a clearer picture of what exactly transpired is available.
Roulette first broke the news, offering a better look at a portion of the debacle. Per “a source,” SpaceX had apparently told the FAA inspector – who had been waiting all week for Starship SN11’s launch debut – that plans for a Monday recycle had been canceled. The inspector then flew home to Florida. However, as things often do and have, the situation rapidly changed and SpaceX suddenly found itself in a position to launch on Monday.
According to the apparent FAA-side source, SpaceX dropped that change of plans on the agency’s lap late on Sunday, leading the inspector to “[scramble]” onto a Monday flight that was somehow too late to arrive before the 5pm CDT end of Starship’s test window. In a statement, the FAA chided SpaceX, stating that the company “must provide adequate notice of its launch schedule to allow for a safety inspector to travel to Boca Chica.”
Under that description of events, it would be hard not to find SpaceX clearly in the wrong. Mere hours of notice – and only offered late on Sunday evening – would make it difficult for anyone to abruptly arrange a 1300-mile, multi-stop flight. At the same time, though, someone capable of singlehandedly scrubbing an entire rocket launch attempt on a whim (or an accident) is obviously not just “anyone” and a functional regulatory apparatus probably wouldn’t leave the entirety of that substantial responsibility up to a single employee.
As it so happened, Roulette’s source only offer part of the picture. According to Christian Davenport and his sources, SpaceX (or someone) did tell the FAA inspector that it was safe to head home on Friday because the company was struggling to secure road closures from Cameron County for a Monday launch attempt. Apparently, the issue was so extreme that SpaceX wasn’t sure if a launch on any day of the next week would be possible.
However, sometime early on Sunday morning, SpaceX secured a road closure for a Monday Starship launch attempt. According to Davenport, SpaceX emailed the FAA inspector but he “didn’t see the email,” which presumably served as a notice of plans for a Starship launch attempt. Logically, SpaceX then began attempting to call the FAA (inspector?) but didn’t get an answer or call back until “late Sunday night.”
Via Cameron County’s explicitly public road closure announcement website, Monday’s road closure was granted no later than 11am CDT. Assuming SpaceX emailed the FAA inspector around then, that email effectively served as a notice of launch plans more than 24 hours before the window was scheduled to open. If SpaceX didn’t somehow forget to email until hours later, Davenport’s description implies that it took SpaceX hours of constant phone calls before the FAA finally responded.
If that series of events is accurate, as it seems to be, it’s a searing indictment of systematic ineptitude and laziness on behalf of the FAA. Having changed SpaceX’s Starship launch license to necessitate the presence of an FAA inspector mere weeks ago, thus giving a single person the power to scrub an entire launch attempt, the regulatory agency appears to have entrusted the entirety of that responsibility to a single “inspector.” Knowing full well that SpaceX works continuously with multiple shifts after almost two years of managing Starhopper and Starship tests, hops, and launches, the FAA then failed to ensure that some kind of communications infrastructure was in place to keep SpaceX appraised about the availability of a single inspector it now fully hinged on for all future Starship launches.
If, as the phrasing in both reports suggests, the FAA allotted a single government inspector to preside over all future Starship launches, that alone would bely a ridiculous level of ineptitude and naivete (or ignorance). To then trust that single person with nearly all of the responsibility of maintaining contact with SpaceX, day and night, would be akin to the FAA consciously guaranteeing that a disruptive breakdown in communications like this one would happen.
All told, SpaceX likely also needs to do some recalibration to better mesh and coexist with the FAA’s glacial reaction time and pace of work. However, the FAA is not going to be winning any favors if it continues to manage SpaceX’s Starship licensing in a manner as inept and cavalier as it has been. Far more importantly, if the FAA – one of the largest, best-funded regulatory bodies responsible for ensuring the safety of some of the most complex systems and vehicles on Earth – is unable to perform tasks as rudimentary as scheduling and contingency planning, it’s difficult to imagine how that same office could be trusted to regulate – and make safer – systems as extraordinarily complex as launch vehicles.
With any luck, the FAA will prove that the last four months have been minor bumps in the road to reliably and professionally licensing and regulating SpaceX’s Starship launch vehicle. However, after two separate demonstrations of systematic mismanagement over a mere four Starship launch attempts, it’s becoming harder and harder to soundly argue that the FAA still deserves the benefit of the doubt.
Assuming the FAA inspector is on schedule, Starship SN11’s next launch attempt is now scheduled between 7am and 3pm CDT (UTC-5) on Tuesday, March 30th.
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
