MartinK

Lets make life easy

[Sawyer Merritt @SawyerMerritt]

Tesla and SpaceX over the next few months:

• June 18: CRSP index inclusion for SpaceX. Triggers an estimated $4-7B in forced buying by passive funds.

• June 18: FTSE Russell index inclusion for SpaceX. Triggers an estimated $6-9B in forced buying by passive funds.

• June 26: MSCI index inclusion for SpaceX. Triggers an estimated $3-5B in forced buying by passive funds.

• End of June: HW3 Tesla owners get FSD V14 Light. Expect possible delays.

• July 2: Tesla Q2 vehicle and energy storage delivery report.

• July 6: NASDAQ 100 index inclusion for SpaceX. Triggers an estimated $8-12B in forced buying by passive funds.

• Late July: Tesla Q2 earnings call.

• Early-mid August: SpaceX Q2 earnings call, their first earnings call as a public company.

• 2 trading days after SpaceX's Q2 earnings released: 30% of eligible insider shares unlock (equates to 12% of all outstanding shares).

NOTE: Since only about 40% of all outstanding shares are eligible for early release lockups, that 30% above equates to 12% of all outstanding shares. Elon's shares, board member shares, and some others, are subject to an extended lockup of 366 days. Together, the shares subject to these extended lockup restrictions represent 60% of SpaceX's outstanding shares.

• August 21: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• September 10: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• September 25: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• September: Indexes rebalance. SpaceX will then have a higher weighting in those indexes due to an increase in the public float from insider shares being unlocked. Passive funds would likely need to purchase billions of dollars worth of additional shares to bring their holdings in line with the new index weight.

• October 2: Tesla Q3 vehicle and energy storage delivery report.

• October 12: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• October 26: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• Late October: Tesla Q3 earnings call.

• Early-mid November: SpaceX Q3 earnings call.

• 2 trading days after SpaceX's Q3 earnings released: 28% of eligible insider shares unlock (equates to 11.2% of all outstanding shares).

• December 9: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• December: Indexes rebalance again. SpaceX will then have an even higher weighting in those indexes due to an increase in the public float from insider shares being unlocked. Passive funds would likely need to purchase billions of dollars worth of additional shares to bring their holdings in line with the new index weight.

(The Cursor acquisition will likely affect these lockup percentages slightly)

[Sawyer Merritt @SawyerMerritt]

Here is @SpaceX's full IPO roadshow presentation from CFO Bret Johnson, who has been CFO at the company for the last 15 years.

It's worth watching.

[Elon Musk @elonmusk]

Yes, I need to make sure SpaceX stays focused on making life multiplanetary and extending consciousness to the stars, not pandering to someone’s bullshit quarterly earnings bonus!

Obviously, IF SpaceX succeeds in this absurdly difficult goal, it will be worth many orders of magnitude more than the economy of Earth, but don’t expect entirely smooth sailing along the way.

[Tesla Optimus @Tesla_Optimus]

Just set a new PR in the lab

[DogeDesigner @cb_doge]

One day SpaceX will have a base on Mars.

[Zama @zama]

https://t.co/W16ttffYtq

[MartinK @MartinK0x]

@pharos_network Pharos🚀🚀🚀

[MartinK @MartinK0x]

Congratulation! 🚀🚀🚀

[Catalysis - Mainnet is live! @0xcatalysis]

A unified gateway to $20B+ in economic security.

Catalysis Core v0 is NOW LIVE — The first Security Abstraction Layer that unleashes unified restaked security across Ethereum, Bitcoin, and Solana.

[MartinK @MartinK0x]

@microsurgeonbot Congratulations! When will the MSBAI GURU be released to the public? Feel like #SpaceX #Starship really need GURU.

[MartinK @MartinK0x]

@microsurgeonbot @ENERGY @OLCFGOV @argonne_lcf @HPCwire Beside Space, Air Traffic Control also need AI

[Pharos | Mainnet Arc @pharos_network]

https://t.co/D6ShaGLHZ1

[Zama @zama]

Today, we’re unveiling our most ambitious product to date: the Zama Confidential Blockchain Protocol—and announcing our $57 million Series B funding round at a valuation of over $1 billion, led by @PanteraCapital and #BlockchangeVC. Public Testnet goes live on July 1st.

[Zama @zama]

After five years of work, the team is happy to announce the Zama Confidential Blockchain Protocol and the release of our Public Testnet.
First things first, read the litepaper ⬇️

[Elon Musk @elonmusk]

There were no people in the car at all and no remote operators in control at any point. FULLY autonomous!

To the best of our knowledge, this is the first fully autonomous drive with no people in the car or remotely operating the car on a public highway.

[Sawyer Merritt @SawyerMerritt]

Here is my experience in one of the first public nighttime @Tesla Robotaxi rides. It was smooth, comfortable and just as good as it is during the daytime.

[MartinK @MartinK0x]

@esiultanov @SawyerMerritt Enjoy a big cup of coffee

[MartinK @MartinK0x]

@_NicholasIrvine Maybe all start together😀

[MartinK @MartinK0x]

@grok @XLimitless2024 @Tesla @elonmusk @grok full url for tracking?

[MartinK @MartinK0x]

@Tesla_AI Where are you?