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SpaceX’s first BFR manufacturing facility approved by the Port of LA
SpaceX has been given initial approval by the Port of Los Angeles to acquire and develop a massive vacant lot into a facility capable of manufacturing the first BFR prototypes and refurbishing the company’s reusable Falcon 9 boosters. This approval is without a doubt the biggest step forward yet for the company’s ultimate goal of sending massive spaceships to Mars.
A request summary completed on March 6 details SpaceX’s proposal, laying out a bright future of rocket manufacturing for the abandoned 18-acre lot at Berth 240, one that might soon support “composite curing, cleaning, painting, and assembly [of commercial transportation vessels]” that “would need to be transported by water due to their size.” This description meshes almost perfectly with past discussion of BFR manufacturing plans from SpaceX executives like Elon Musk and Gwynne Shotwell, both of which have in the recent past affirmed the need for any BFR manufacturing facility to be located adjacent to a large body of water due to the difficulty of transporting rocket hardware as large as BFR.
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- Might those cranes be refurbished? (Pauline Acalin)
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- Teslarati photographer Pauline Acalin took a trip down to the Port to take a look at the vacant lot. (Pauline Acalin)
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- An outline of the Port of San Pedro lot SpaceX hopes to develop. (Port of LA)
On March 15, around a week after the environmental impact assessment gave a green light for SpaceX’s facility, Port of Los Angeles’ Board of Harbor Commissioners approved the proposal, effectively giving SpaceX permission to begin serious demolition and construction activities at Berth 240, an abandoned lot located on the San Pedro side of the greater Port of Los Angeles, which refers to both Ports of San Pedro and Long Beach. To provide context, SpaceX’s primary manufacturing facilities in Hawthorne, CA occupy 10-15 acres of urban real estate – in other words, even partial development of Berth 240’s 18 acres would mark a huge expansion of the company’s available manufacturing and refurbishment space, an absolute necessity for the construction of a launch vehicle as large as BFR.
The construction of such a facility would make it significantly easier for SpaceX to build its first BFR/BFS prototypes, avoiding the massive disruption and cost that transporting the 9m-diameter vehicle through downtown LA. Rather than dealing with that nightmare, SpaceX would instead be able to simply crane an assembled booster or spaceship onto a barge (perhaps a drone ship?) that would then ship the rocket hardware through the Panama Canal to the company’s facilities in Cape Canaveral, FL or Boca Chica, TX.
Caught a glimpse of SpaceX’s upcoming Mars facility. @teslarati #SpaceX #BFR pic.twitter.com/hNWzIL5jeH
— Pauline Acalin (@w00ki33) March 19, 2018
While it is likely to take a fair amount of time to prepare the lot for the construction of a facility capable of manufacturing advanced composite rocket components, the wording in the Port documentation also suggests that SpaceX means to transfer its Falcon 9 recovery work to the new berth as soon as it’s available. Indeed, the comparatively massive space would give SpaceX far more room for recovery operations with the drone ship Just Read The Instructions (JRTI), and could potentially become a one-stop-shop for booster recovery and refurbishment. As of now, boosters recovered on the West Coast are transported to the Hawthorne factory for all refurbishment work, operations that themselves already require brief road stoppages to accommodate the sheer size of Falcon 9. As of 2018, SpaceX is planning for BFR to be 50% taller and close to three times as wide as Falcon 9 (350 feet long and 30 feet in diameter).
Although SpaceX is specifically named in the study, the company appears to have created a distinct LLC to lease the lot, referred to as “WW Marine Composites” by the authors. At the point of publishing, WW Marine Composites does at least appear to exist, but that is the sum of all info available on the circa-2016 LLC. This obscure, stealthy LLC appears to continue SpaceX’s habit of purchasing and leasing land through shell corporations, a common behavior of businesses thanks to its tax benefits and protection against liability. Finally, an additional document from December 2017 hints that SpaceX is still working closely with Janicki Industries, a globally-renowned carbon composite structures manufacturer that SpaceX tasked with the creation of the first 12m-diameter composite tank, revealed to the surprise of almost everyone in 2016 and soon after tested to destruction in 2017.
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- SpaceX’s carbon fiber Starship tank prototype, revealed during Elon Musk’s 2016 IAC presentation. (SpaceX)
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- SpaceX’s massive carbon fiber liquid oxygen tank seen testing in Northern Washington. BFR’s tankage will be 25% narrower, and thus easier to manufacture. (SpaceX)
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- BFR’s booster and spaceship, tiny human for scale. (SpaceX)
Regardless, it will be exciting to watch SpaceX develop what will likely become its newest property acquisition. BFR is a massive rocket and will require commensurately massive manufacturing hardware, hardware that is likely to be spotted by any number of eagle-eyed SpaceX fans and observers in the LA area. Berth 240 may also uniquely lend itself to some incredible photos of the company’s progress, thanks in part to the fact that it’s all but surrounded by shoreline that is accessible to the public. Teslarati photographer Pauline Acalin visited the site just after receiving insight on the latest development to get a feel for the location.
It’s liable (and perhaps probable) to change, but curious observer can currently walk up right beside Berth 240, a location that might soon support SpaceX’s first BFR manufacturing. (Pauline Acalin)
Follow us for live updates, behind-the-scenes sneak peeks, and a sea of beautiful photos from our East and West coast photographers.
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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
