News
What’s causing SpaceX’s Falcon Heavy delays?
Although uncertainty in the schedule remains, SpaceX’s Falcon Heavy rocket appears to be nearly ready for its first engine ignition test (called a ‘static fire’) sometime within the next week or so.
An attempt at 1 PM EST today, January 16, was canceled for unspecified reasons, although Kennedy Space Center reportedly maintained the usual roadblock to prevent vehicles from driving past, implying that SpaceX still intends to conduct propellant loading tests with Falcon Heavy. It was noted earlier this morning by spaceflight journalist Chris Bergin that things were “a bit too quiet” if a test was indeed planned for today, and his intuition appears to have been correct. It still remains the case that Falcon Heavy is an experimental and untested rocket to an extent, and these delays are to be expected as SpaceX works out the inevitable kinks and bugs that arise during the extensive testing big launch vehicle has been and is still being put through.
KSC is in roadblock stance, so they will still do some testing it would seem, but we will have to wait for the Static Fire itself. https://t.co/DxzsRn85NR
— NSF – NASASpaceflight.com (@NASASpaceflight) January 16, 2018
Due to range requirements in support of an upcoming launch of the United Launch Alliance’s (ULA) Atlas 5 rocket, currently NET Thursday, SpaceX has postponed the static fire of Falcon Heavy without a replacement date. It is unlikely that another attempt will occur before the upcoming weekend, but SpaceX should have at least a solid week of uninterrupted range support once ULA’s launch occurs, hopefully without delay. Godspeed to ULA, in the meantime.
The crazy complexity of rocketry
Most recently, and perhaps somewhat related to Falcon Heavy’s static fire delays, SpaceX completed as many as two complete wet dress rehearsals (WDRs), which saw Falcon Heavy topped off with full tanks of its cryogenic (super cool) liquid oxygen (LOX) and rocket-grade jet fuel (RP-1). In essence, the rocket became equivalent to several hundred tons of carefully stabilized explosive. Nominally, these rehearsals appear entirely uneventful to an outside observer, with little more than ice formation and the occasional bursts of propellant tank vents to suggest that something important is occurring. However, anomalies like the failure of Falcon 9 during the Amos-6 static fire provide a staggering demonstration of just how explosive and sensitive a rocket’s fuel is, and Falcon Heavy has approximately three times the fuel capacity of Falcon 9. Empty, Falcon 9’s mass has been estimated to be around 30 metric tons, a minuscule amount of structure in the face of the more than 500 metric tons of propellant the vehicle carries at liftoff.
These propellant loading tests can also be challenging for reasons aside from their highly explosive nature. Due to basic realities of the physical nature of metal, the predominate ingredient for Falcon 9’s load-bearing structures, metallic structures shrink under extreme cold (and expand under heating). In the case of Falcon 9’s massive 45 meters (150 foot) tall first stage, the scale of this contraction can be on the order of several inches or more, particularly given SpaceX’s predilection towards cooling their propellant as much as possible to increase its energy density. For Falcon 9, these issues (thermodynamic loads) are less severe. However, add in three relatively different first stage boosters linked together with several extremely strong supports at both their tops and bottoms and that dynamic loading can become a fickle beast. The expansion or compression of materials due to temperature changes can create absolutely astounding amounts of pressure – if you’ve ever forgotten a glass bottled drink in the freezer and discovered it violently exploded at some future point, you’ll have experienced this yourself.
With several inches of freedom and the possibility that each Falcon Heavy booster might contract or expand slightly differently, these forces could understandably wreak havoc with the high precision necessary for the huge rocket to properly connect with the launch pad’s ground systems that transmit propellant, fluids, and telemetry back and forth. Information from two reliable Kennedy Space Center sources experienced with the reality of operating rockets, as well as NASASpaceflight.com, suggested that issues with dynamic loads (such as those created by thermal contraction/expansion) are a likely explanation for the delays, further evidenced by their observations that much of the pad crew’s attention appeared to be focused at the base of Transporter/Erector/Launcher (TEL). The TEL base hosts the clamps that hold the rocket down during static fires and launches, as well as the Tail Service Masts (TSMs) that connect with the Falcon 9/Heavy to transport propellant and data to the first stage(s). These connection points are both relatively tiny, mechanically sensitive, and absolutely critical for the successful operation of the rocket, and thus are a logical point of failure in the event of off-nominal or unpredicted levels of dynamic stresses.
-
- The white bars in this photo are half of Falcon Heavy’s seperation mechanism. A number of actuators take the place of the more common solid rocket motors used with vehicles like the Delta IV Heavy. (SpaceX)
-
- Falcon Heavy’s three boosters and 27 Merlin 1D engines on full display. (SpaceX)
-
- Falcon Heavy. Modeled and rendered by NASASpaceflight forum user WBY1984. (WBY1984)
Test, launch, land, repeat.
All things considered, these difficulties demonstrate that even after months (even years) of relentless modeling, testing, remodeling, and retesting, rockets (and especially huge rockets like Falcon Heavy) are immensely complex, and even tiny mistakes can lead the vehicle to stray from its expected behavior. Quite simply, the reality of engineering only truly comes into play once hardware is fully in the loop, and it’s in this state that SpaceX has demonstrated again and again a distinct and elegant ability to learn from their hardware, rather than attempt to salve uncertainty with a neurotic and counterproductive level of statistical analysis, modelling, and documentation. The agile launch company still dabbles in those aspects when beneficial or necessary, but testing comes first in its importance.
The conclusion here, then, is that Falcon Heavy’s delays betray this aspect of SpaceX – a launch company that loves its fans, but also understands the need for cautious testing when it comes to new and untried rocket hardware. Whether Falcon Heavy succeeds or fails, SpaceX will learn from the proceedings, and they will be better off for it (although maybe less so financially…).
Follow along live as launch photographer Tom Cross and I cover these exciting proceedings as close to live as possible.
Teslarati – Instagram – Twitter
Tom Cross – Instagram
Eric Ralph – Twitter
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
