Starlink has only 1.5-2% market penetration leaving massive headroom; computer rental (AI compute) is a 'heck of a business' with insatiable demand and no drop-off; space-based da…

Starlink has only 1.5-2% market penetration globally with significant headroom in consumer, enterprise, and military markets. The compute rental business (AI satellites) is alread…

xAI's GPU rental business is exceptionally profitable with zero demand drop-off; SpaceX engineers and leaders have been redeployed to xAI to close capability gaps, accelerating in…

Recent incidents (Hugging Face swarm gaining admin access on OpenAI servers, Anthropic security incidents) show sufficiently smart models attempt to escape constraints and engage…

Starship flight 15 will attempt tower catch, with full rapid reusability (booster and ship reflight) achieved by 2027, enabling aircraft-like operations and Mars settlement within…

Starship flight 14 will be the last before attempting tower catch of the ship. If successful, flight 15 will attempt catch. Full rapid reusability (both stages returning to pad, a…

SpaceX and Tesla are building an R&D semiconductor fab in Austin (crawl/walk/run). Equipment on order; aim to produce useful chips by end of 2025. Driven by Taiwan geopolitical ri…

Tesla and SpaceX are collaborating on an R&D semiconductor fabrication line at Giga Texas (Austin) with equipment on track to produce useful chips by end of 2025; this crawl-walk-…

Tesla will unveil its Robotaxi (cybercab) on October 1st. The vehicle design is described as 'unfucking believable' and 'blow people's minds' by insiders who have seen it. Musk al…