Brayden Meza 🇺🇲

Husband, Father, Active Day Trader
$TSLA Shareholder since 2019

[Rob Maurer @robmaurer]

The metric I keep coming back to for SpaceX is $/Mbps to orbit

Starlink exists because Falcon 9 dropped bandwidth deployment costs ~10x to ~$6.55/Mbps. That’s about to drop again to just $0.30/Mbps because of Starship.

A business that is doubling users annually with a 63% adjusted EBITDA margin is about to cut their biggest cost by 95%… It really seems like people don't understand the implications of this.

The math assumes a reusable Falcon 9 launch is 17 tonnes at $1,000/kg and 2,600 Gbps per launch. Starship is targeting 100 tonnes at under $185/kg and 61,000 Gbps per launch. That's $17M for 2,600 Gbps ($6.55/Mbps) verse $18.5M for 61,000 Gbps ($0.30/Mbps).

Starship's additional volume allows for larger satellites, enabling simultaneous gains on multiple cost curves. The math suggests V3 satellites are ~600 Mbps/kg vs ~150 Mbps/kg from V2 mini.

Combining the 4x improvement on satellite bandwidth density with a 5x improvement in launch gets you the 20x improvement to 30 cents per Mbps to orbit.

These are fairly conservative assumptions because launch probably comes in even lower as Starship ramps, and satellite improvements probably keep coming. At $0.10 / Mbps, $1 billion spend on launch represents 10,000 Tbps or about 15x the bandwidth of Starlink's constellation today.

$1B is 90 days of operating income for Starlink... at it's current scale...

Yeah, I really don't think people are getting this. Starlink is the internet now.

[Brayden Meza 🇺🇲 @MezaBrayden]

https://t.co/8MX8k0ZLGL
Very interesting and worth a watch

[Isaac French @isaacfrench_]

Boots on the ground look 🥾🔌

[Elon Musk @elonmusk]

Yes

[Sawyer Merritt @SawyerMerritt]

This @Tesla Model 3 plunged 300 feet off a Malibu cliff this weekend and the two passengers survived with only moderate injuries.

Tesla makes the safest vehicles.

[Tesla AI @Tesla_AI]

This Tesla owner has driven over 70,000 miles on FSD Supervised

[Crémieux @cremieuxrecueil]

For the first year on record, wind and solar produced more electricity than coal in the U.S.

[Elon Musk @elonmusk]

Cybercab driving itself out of the GigaTexas factory

[Daniel C. Green | The Eagle Eye @TheEagleyeNews]

I think we need to build this.

I designed this below image, representing Lewis and Clark on the Mississippi in the style of Argonath.

At $1 Billion or more, I think it can be done.

[RobLogic @RobLogic]

Zooming into a 5nm chip: Where silicon dreams get complicated….

[James Stephenson @ICannot_Enough]

2 years ago:
"Elon destroyed the Tesla brand globally! It'll never recover!"

Today:
#1 selling EV in California: Tesla Model Y
#1 selling EV in the U.S.: Tesla Model Y
#1 selling EV in Europe: Tesla Model Y
#1 selling EV in China: Tesla Model Y

[John LeFevre @JohnLeFevre]

California almond farmers use 1.5 trillion gallons of water per year - 8x more than all US data centers combined.

And golf courses use 500 billion gallons of water.

This isn’t environmentalism; it’s propaganda.

Are green fairways and almond exports more important than space exploration and cancer research?

[Yun-Ta Tsai @yunta_tsai]

Beaming down crisp video footage—free of electromagnetic interference and better than the NFL—from an object moving faster than a bullet in space is jaw-dropping.

[Andrew McCarthy @AJamesMcCarthy]

This is probably the best look at the shockwaves I’ve seen from the latest Starship flight.

Captured from a GoPro I clamped onto a proper camera to record simultaneous video. (I’ll show you the photo the better camera took in the reply)

[Brayden Meza 🇺🇲 @MezaBrayden]

@n11478851 @GovCox How many golf courses are there in Utah?

[Brayden Meza 🇺🇲 @MezaBrayden]

@GovCox https://t.co/WxMNhCFqIL

[Brett Winton @wintonARK]

on AI and water use.

You could ask a frontier model 4 questions per day every day for a year.

Or you could eat a single solitary almond.

[SpaceX @SpaceX]

Watch Starship's twelfth flight test https://t.co/wxna6dy4Lh

[Dillon Loomis @DillonLoomis]

To everyone who likes to say Chinese EVs are now "way better than Teslas", here's a fact check for you:

Tesla’s Model Y was China’s No. 1 best selling vehicle of any type for the first four months of 2026, including combustion vehicles $TSLA