Kennedy Space Center and Cape Canaveral Air Force Station were largely spared the brunt of Hurricane Irma due to last-second changes to its projected path. Both SpaceX and ULA have since reported that damages to their facilities are minimal and unlikely to contribute to any delays in upcoming launches, of which SpaceX has several.
Several days before Hurricane Irma reached Florida, the storm projected to make landfall almost directly on Cape Canaveral, stoking fears of spaceflight journalists and forcing the evacuation of several living on the Space Coast. While Irma’s course veered southeast as it neared the Space Coast, Cape Canaveral eventually experienced some level of heavy rain, flooding, and high winds on Sunday and Monday. A NASA flyover of Kennedy Space Center illustrated this best, with very little damage visible from the helicopter, aside from some limited flooding and some mild damage to the roofs of several buildings.
Modern facilities at the Cape are generally built to tolerate Category 5 winds of 150 mph, and Irma appeared to potentially pose a threat to even those structures in the early days of forecasts. However, with maximum recorded winds of around 100 mph from Irma, worries more centered around tornadoes formed by the hurricane, as well as more temporary structures that were under construction. Gwynne Shotwell commented on this earlier today, speaking at the World Satellite Business Week meeting in Paris, France. SpaceX’s President said that LC-39A and SLC-40 looked fine in initial flyovers performed by the company. Her main concern was an array of construction materials and temporary shelters currently at SLC-40 that were exceptionally vulnerable to hurricane conditions.
SpaceX’s LC-39A launch pad seen from a NASA helicopter on 9/12. Thankfully, no damage is readily apparent. (NASA)
Following natural (and unnatural) disasters at Kennedy Space Center and CCAFS, access is restricted to a select crew of emergency reaction teams that are tasked with combing through the myriad facilities and cataloging any serious damage and potential dangers for workers. Once they are finished with their surveys, nonessential personnel are allowed to return to their workplaces and begin their own surveys and repairs. CCAFS and the 45th Space Wing began allowing nonessential personnel back into the facility on Tuesday, while Kennedy Space Center may open its gates on Thursday. Once allowed back in, SpaceX can begin their own damage survey and conduct any necessary repairs.
The company is planning to conduct its next East Coast launch as early as October 2nd, with a second October launch from Florida expected no earlier than October 14th. SpaceX is also scheduled to launch Iridium’s third group of ten NEXT satellites from California on October 4th, so the company has an extremely busy month ahead. Thankfully, with more than two weeks between now and next launch, SpaceX will likely have plenty of time to undertake all necessary repairs, so long as damage is minimal.
7th and 8th sats for Launch #3 just pulled out to head towards VAFB. I feel better knowing there's a guard riding along to protect them! pic.twitter.com/6NppidPhDh
— Matt Desch (@IridiumBoss) September 4, 2017
While SpaceX was spared, those more directly in the path of Irma were not nearly as lucky. In Florida, nearly 25% of all residents were without power for days, and many millions are still waiting for utility companies to repair widespread damage to their infrastructure. Many homes have undoubtedly been destroyed beyond repair. Floridans were largely spared from the deadly threat of Irma by widespread evacuation orders on the East coast, but most residents of islands along Irma’s path had nowhere to evacuate. Dozens of deaths have been reported in Barbados, the Virgin Islands, and other islands. Many more were killed and injured in Cuba. Recovery from Irma will undoubtedly take many years.
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
