Muskonomics

Tesla·SpaceX·AI
Long-term investor in $TSLA & SpaceX 🚀 Decoding the Musk economy with numbers, not hype. Korean perspective, global vision.

[Muskonomics @MuskonomicsKR]

1/ Musk's companies move markets. Most coverage gives you the hype. This account gives you the numbers.

[Muskonomics @MuskonomicsKR]

@business Nearly $103 billion for optics and networking. The AI bottleneck has quietly moved from chips to moving data between them.

[Muskonomics @MuskonomicsKR]

@SawyerMerritt @Starlink 7.38M Boost subscribers would make Starlink Mobile a carrier on day one, not a startup. How fast do the big three cut prices once that happens?

[Muskonomics @MuskonomicsKR]

@Reuters A €6 billion test of tech debt appetite. If this prices tight, expect the rest of big tech to follow fast.

[Muskonomics @MuskonomicsKR]

5/ Tesla, SpaceX, Starlink, xAI and the AI race, explained with verified numbers and one line of logic. No hype, no stock tips. Follow if that's your kind of feed.

[Muskonomics @MuskonomicsKR]

1/ Musk's companies move markets. Most coverage gives you the hype. This account gives you the numbers.

[Muskonomics @MuskonomicsKR]

4/ Example: Falcon 9 just flew its 700th mission while SpaceX winds it down for Starship.

[Muskonomics @MuskonomicsKR]

Dallas got 81 square miles of driverless Tesla rides. Fort Worth, right next door, just got 143.

• Robotaxi rides opened in Fort Worth at 6 AM CT on Nov 2, Tesla's first new city in about 3 months
• That makes 7 unsupervised cities and about 831 sq mi of geofence combined
• Fort Worth is now #3 by size, behind Austin (272) and Houston (254)

Three months without a new city, then one that opens at nearly twice the size of its neighbor. Coverage, not city count, is the number to watch.

Image: chart by @MuskonomicsKR, data via Sawyer Merritt and Tesla

[Muskonomics @MuskonomicsKR]

@business O'Leary priced Starlink at a 2% fuel penalty, up to $250 million a year. Lufthansa and British Airways ran the same math and signed anyway.

[Muskonomics @MuskonomicsKR]

@Reuters Korea exported $115.3 billion in October and almost half of it was chips. The question is whether the budget builds the next SK hynix or just more data centers.

[Muskonomics @MuskonomicsKR]

@Reuters If the parts still can't be sourced in the US, does a tariff speed up the new factory or just slow down the car?

[Muskonomics @MuskonomicsKR]

@StarVault1968 Falcon 9 paid the tuition. Starship gets to take the exam.

[Muskonomics @MuskonomicsKR]

Falcon 9 just flew its 700th mission. SpaceX is also flying it less on purpose.

• 171 SpaceX orbital launches in 365 days at the December 2025 peak. Now under 150 for the first time since July 2025
• 675 Falcon booster landings. Saturday's booster, B1093, was on its 18th flight
• 118 Falcon 9 launches in 2026 so far, 11 in October

The rocket didn't get worse. SpaceX stopped selling commercial Falcon 9 rides for missions after 2028 and is moving the work to Starship.

Image: SpaceX via Spaceflight Now

[Muskonomics @MuskonomicsKR]

One Houston Robotaxi ride, same curb at both ends:

74.1 miles across the new geofence and back
185 minutes, no interstate, about 24 mph average
$133.25 total, roughly $1.80 a mile

The 3-hour ride is the headline. $1.80 a mile is the number that decides whether riders come back.

Image: ride receipt shared by @scotsrule08

[Spencer @scotsrule08]

3 hours and 5 minutes. 74.1 miles. All for one Tesla Robotaxi ride.

Just went from the northern edge of Houston’s new geofence to the southern edge and all the way back.

$133.25 to end up exactly where I started.

Absolutely flawless, @robotaxi! Phenomenal job @TeslaSI team!

[Muskonomics @MuskonomicsKR]

BREAKING: Tesla just got federal sign-off to build Megapacks in Brookshire, Texas inside a Foreign-Trade Zone.

The FTZ Board authorized production of Megapacks and Bento Inverters at the Brookshire site (FTZ 84), per a Federal Register notice published Nov 2.

• Tesla filed on May 20. The Board signed off on Oct 28
• The authorization runs for 14 months
• Megapacks and Bento Inverters carry 0% to 3.4% duty
• Imported parts, battery cells included, range up to 6.5%
• Parts under Section 232, 301 or 122 tariffs still don't get a break

Not a demand headline, it's a cost line. The gap between those two duty numbers is the whole point of a trade zone, and on thousands of Megapacks it adds up.

[Muskonomics @MuskonomicsKR]

@business The previous record, Bybit's $1.5 billion hack in 2025, now looks like a warmup. Getting most of $6 billion back in two days is the more surprising headline.

[Muskonomics @MuskonomicsKR]

SpaceX is adding two more AI clusters to Colossus 2 in Memphis, per Elon:

Gun Range: 220K GB300s for training, targeting end of November
Spam: ~200K GB300s for inference, in a former Hormel building, in December
That makes ~860K GB300s across four clusters, with Macroharder and Minihard at 220K each

The tell: Spam needs less than half the fiber. Once you have enough training compute, the next build is about serving answers cheaply.

[Elon Musk @elonmusk]

Macroharder and Minihard both have 220k GB300s with 800 gig nics configured for training. Gun Range will have the same. Spam (used to house Hormel products) will have ~200k GB300s, but configured for inference, so much simpler networking and less than half the fiber.

I walked the whole Colossus 2 site around midnight and again this morning.

Good progress by the SpaceX team and contractors. Gun Range is tracking to be operational by end of November and Spam in December.

[Sawyer Merritt @SawyerMerritt]

Tesla is celebrating Halloween this year by having a Cybercab autonomously drive around Austin with skeletons inside haha 🎃

[Muskonomics @MuskonomicsKR]

@SawyerMerritt No steering wheel, no pedals, and the passengers are still more relaxed than anyone else in Austin traffic.