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SpaceX settles on Thursday for first Falcon 9 launch of 2021
After a few days of delays, SpaceX appears to have settled on Thursday, January 7th for the first of several dozen Falcon 9 launches planned in 2021.
Originally scheduled to launch as early as January 4th, SpaceX’s Turksat 5A communications satellite launch was “placed TBD due to mission assurance” on January 1st – an unfortunate catch-all euphemism often used by launch providers in lieu of any real explanation for delays. Regardless, Next Spaceflight reports that Turksat 5A will be Falcon 9 B1060’s fourth launch, a milestone the first stage (booster) has reached just six months after its first flight.
Despite the minor delay, SpaceX’s current target of four launches this month is still well within reach even though the slip exemplifies the uphill battle the company will face as it aims to achieve CEO Elon Musk’s goal of 48 launches in 2021. Weather is currently 60% favorable for SpaceX’s first launch of the year and Turksat 5A is scheduled to lift off no earlier than 8:28 pm EST on January 7th (01:28 UTC, 8 Jan).
Good timing, too — the 45th said SpaceX’s next launch of Turksat was “placed TBD due to mission assurance.”— Emre Kelly (@EmreKelly) January 1, 2021
New forecast (60% favorable) and hazard area: pic.twitter.com/cEapdSd2DP— Emre Kelly (@EmreKelly) January 5, 2021
Unfortunately, SpaceX’s first launch of the new year has been steeped in unprecedented controversy for the company, including the first-ever instance of mass-protests at its Hawthorne, California factory and headquarters. The reason: Turksat 5A, while partially meant for civilian communications, will also support the Turkish military, which supported Azerbaijan after the country – unprovoked – reignited a long-simmering conflict in the Nagorno-Karabakh region in September 2020.
Stemming from events that transpired over the last several centuries, Armenian-Azeri conflict and Turkish involvement are extraordinarily complex and messy. In the 1910s and 1920s, Turkey (then the Ottoman Empire) infamously committed atrocities against Armenian, Assyrian, and Greek communities within its occupied territory in a process of “Turkification”, systematically killing 1-3 million people in what would ultimately be labeled genocide. In a separate but related conflict, Turkey eventually chose to support Azerbaijan’s claim to the ethnically (75-90%) and historically Armenian territory, backing the country against Armenia in the first Nagorno-Karabakh War in the 1990s.
Azerbaijan reignited the conflict in 2020, resulting in the deaths of at least 6000 combatants and civilians on both sides and ultimately securing a substantial portion of Nagorno-Karabakh territory as part of a November 2020 ceasefire agreement. To an extent, Nagorno-Karabakh’s borders are now more or less back to where they were before the first war in the 1990s. While an avoidable loss of life is inherently deplorable, it’s extremely difficult to say whether Azerbaijan was justified but it and Turkey’s history of systematic and discriminatory hostility towards Armenians leaves little benefit of the doubt worth giving.
Ultimately, that cloud of ambiguity makes it hard to directly fault SpaceX for choosing to launch Turksat 5A or for its contracts to launch Turksat 5B and future domestically-built satellites. Additionally, if SpaceX should be criticized for willingly launching the satellite, Airbus – contracted by Turkey to build Turksat 5A – is at least as worthy of critique but has yet to be included at all in protest discourse despite the fact that Turkey’s production contract was publicly announced in 2017.
In the history of spaceflight, a satellite that is completed but never launches is all but unheard of, as the inherent bureaucratic and financial inertia behind a launch campaign mere months away from its scheduled liftoff is obviously immense. Even if SpaceX were to accept major financial penalties and back out of its contract, Arianespace, Roscosmos, or ULA would assuredly accept any replacement contract.
For protestors still set on making an impact, the shrewd move would be to redirect attention on future Turkish satellite projects like Turksat 5B, 6A, and beyond with the intention of killing contracts in the cradle – a far more tenable goal.
Stay tuned for more launch details as SpaceX nears its first mission of 2021.
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 (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
