Tesla: a world of amazing abundance. SpaceX: making life multiplanetary.
Same dream, two companies, one future worth watching. That's why I follow both, minus the fluff.
๐จ Elon Musk: "SpaceX closed $40B of debt for GPUs, but weโre investment grade and have Starlink & launch revenue."
He says the GPUs arrive in Q1 and Q2.
SpaceX's AI revenue hit $7.56 billion last quarter, more than 9x a year earlier.
$SPCX
@elonmusk@chamath Elon: SpaceX closed $40B of debt for GPUs โ "we're investment grade and have Starlink & launch revenue."
Q3 proof: Connectivity $5.2B + Space $1.8B in revenue outside pure AI data centers. $SPCX
@SpaceX ๐ Flight 15 booster just ran all 33 Raptors for a full duration fire.
On Flight 14, Starship reached orbit for the first time and deployed 26 Starlink V3 satellites, but the booster lost one Raptor on ascent. A clean 33 engine climb is the next box to check.
@SawyerMerritt Elon on the raise: "This is primarily callable debt for GPU purchases that will arrive in Q1 and Q2. Not a major factor this quarter."
What backs it: Starlink connectivity revenue hit $5.2B in Q3, up 69% year over year, per SpaceX's SEC filing. $SPCX
@herbertong@RobotaxiRadar "We're trying to get Cybercabs to customers by the end of this year, 2026." โ Lars Moravy. All current Texas production is going into Tesla's own Robotaxi fleet โ already 970 on the DMV books. $TSLA
@robotaxi "We want to swarm Austin with Cybercabs everywhere." โ Ashok Elluswamy on the Q3 call. Texas DMV already lists 463 Cybercabs registered. The swarm is real. $TSLA
๐จ Tesla: "The bots coming off this line are the first production-quality bots that we have manufactured."
That's Optimus, now built in Fremont.
Elon says deliveries to outside companies should start around the end of 2027.
$TSLA
@RapidResponse47@POTUS Do you remember France mocking the Last Supper? Well, God hasnโt forgotten.
โBe not deceived; God is not mocked: for whatsoever a man soweth, that shall he also reap.โ - Galatians 6:7
@SawyerMerritt@elonmusk "Southwest is bringing the fastest WiFi in the sky, powered by Starlink, to its entire fleet."
Per Southwest's Oct 15 release, it expects to be the first major U.S. airline to finish a fleetwide Starlink rollout, in fall 2027, free for Rapid Rewards members.
@SawyerMerritt ๐จ Robotaxi just took on its biggest crowd test yet.
Tesla widened its Austin service area to cover Circuit of the Americas ahead of the US Grand Prix weekend, and the official Robotaxi account cheered it on.
F1 race day crowds are as real as it gets. $TSLA
๐จ Elon on merging Tesla and SpaceX: "Do I think it would be a good idea? Yes."
Both boards now have special committees of independent directors studying it, per SEC filings. No terms yet.
Would you vote yes? $TSLA $SPCX
@niccruzpatane@Tesla ๐ Tesla's own line: "We already put Roadster in a rocket. Now we put a rocket in Roadster."
The design isn't just for looks. Tesla says its fan and ground-sealing system makes enough suction to hold the car upside down, even when stationary. $TSLA
@SawyerMerritt Tesla's own pitch: "Most cars are designed for drivers. Cybercab was designed for passengers."
No wheel, no pedals, and a 20 cubic foot trunk that fits 4 suitcases. Robotaxi rides are now live in Austin, Dallas, Houston, Miami, Orlando and Tampa. $TSLA
Tesla says its Robotaxis have driven 3.1 million miles with no safety monitor on board, with zero people injured by a Robotaxi.
Tesla's Texas benchmark puts human drivers at about 9 injury crashes over similar miles.
Next up: Las Vegas and Phoenix. $TSLA