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SpaceX begins stress-testing upgraded Super Heavy booster
In a what is likely a prelude to engine installation, SpaceX has begun stress-testing an upgraded Super Heavy booster prototype.
Known as Super Heavy Booster 7 or B7, the prototype is the first of its kind designed to support up to 33 new Raptor V2 engines – each potentially capable of producing up to 230 tons (~510,000 lbf) of thrust at liftoff. Even with just 20 such engines installed, Super Heavy – measuring around 69 meters (~225 ft) tall and nine meters (~30 ft) wide – will be the largest and most powerful rocket stage ever tested. That potentially unprecedented power is why SpaceX has custom-built a complex structural test stand to explore Super Heavy’s true performance envelope in a slightly less risky manner.
In the second half of 2021, that structural test stand briefly tested an unusual half-Starship, half-Super Heavy test tank with a nine-engine thrust section (‘puck’) and later compressed a different test tank until its reinforced steel skin buckled. In the interim, SpaceX removed its nine-ram setup and modified the stand to support 13 rams, guaranteeing that its new purpose was to test Super Heavy’s new 13-engine thrust section. Prior to Booster 7, all Super Heavy prototypes have had a similar nine-engine puck and an outer ring of 20 engines that would attach directly to the rim of each booster’s cylindrical body.
Increasing the central engine count from 9 to 13 was already certain to up the amount of stress future Super Heavy thrust pucks would need to survive by almost 45%. But combined with Raptor V2’s thrust increases, Super Heavy Booster 7’s thrust puck could actually be subjected to at least 80% more thrust at liftoff. Altogether, Super Heavy B7’s 33 engines should be able to produce ~7600 tons (~16.8M lbf) of thrust compared to Super Heavy B4’s ~5400 tons (~11.9M lbf). As a result, though it’s odd that SpaceX never did significantly test Booster 4, it’s no surprise that the company chose to give Booster 7 priority as soon it was ready.
After a few false starts and at least one ‘pneumatic proof test’ that likely saw Booster 7 pressurized with benign nitrogen gas, SpaceX began stress-testing the upgraded Super Heavy in earnest on April 14th. First, the booster was filled about a third of the way with roughly 1000 tons (~2.2M lb) of liquid nitrogen (LN2) or a combination of liquid oxygen (LOx) and LN2. Once the rocket was fully chilled, there were clear signs of some kind of added stress as large sheets of ice that had formed on the side of B7’s skin broke apart and fell off.
Only ice close to Super Heavy’s base was visibly disturbed, increasing the odds that the behavior was a sign of some or all of the structural test stand’s hydraulic rams simulating Raptor engines. It’s also possible that the stress was caused by pressurizing Super Heavy’s tanks to the point that they began to appreciably deform, though that type of testing is far harder to differentiate. Without official comments, it’s unfortunately impossible to ever know what exactly SpaceX is testing or how successful those tests are when the structural test stand is involved.
Nonetheless, it’s likely that Booster 7 isn’t done with the stand just yet. SpaceX could benefit from just about any data gathered about the performance of Super Heavy’s new thrust puck during simulated Raptor startup, throttling, and shutdown both at liftoff and during boostback and landing burns. SpaceX might also want to simulate engine-out scenarios that would result in asymmetric thrust.
Assuming Booster 7 survives this particular series of tests and SpaceX is happy with its performance on the structural test stand, the upgraded Super Heavy could be ready for Raptor installation and integrated wet dress rehearsal and static fire testing in the near future. SpaceX began delivering upgraded Raptors V2 engines to Starbase in late March.
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
