Rx

Opinions are my own cause no one ever listens to me. Climate Change is our number 1 existential issue!

[Rx @RxShah]

The relentless march of progress! Congrats @SpaceX, amazing views! RIP S38

[Tesla Owners Silicon Valley @teslaownersSV]

The 11 Starship launches

1. April 20, 2023
2. November 18, 2023
3. March 14, 2024
4. June 6, 2024
5. October 13, 2024
6. November 19, 2024
7. January 16, 2025
8. March 7, 2025
9. May 27, 2025
10. August 26, 2025
11. October 13, 2025

[Rx @RxShah]

@Real_RobN So why isn’t world hunger solved yet?

[Rx @RxShah]

@wholemars That’s what I said, it should be done now

https://t.co/I7XFZLw9Wl

[Rx @RxShah]

@pubity So is world hunger now over !?! 🤔

[Rx @RxShah]

@pubity So is world hunger now over !?! 🤔

[Spencer @scotsrule08]

🚨 BREAKING: Tesla just published the First Responders Guide for Cybercab. I’ve gone through the document and highlighted the notable sections you need to know.🧵👇

[Rx @RxShah]

@OwenSparks @vcdxnz001 🤣

[S.E. Robinson, Jr. @SERobinsonJr]

https://t.co/8onKgidCkp

[Rx @RxShah]

@prospero_ai @zerohedge Is that even a thing?

[Anp🅰️nman @spacanpanman]

$ASTS $SPCX: Starlink's mask is off. Expect AST to add to its collection of 60 global MNO partners covering +3 billion subscribers. T-Mobile and Deutsche Telekom will be next to join.

Elon Musk’s SpaceX plans Starlink mobile push into US consumer market - Financial Times

Kieran Smith in London and George Steer, James Fontanella-Khan and Michelle Chan in New York

Move would test whether group can turn sky-high ambition into a mass-market phone business

Elon Musk’s SpaceX has told investors that it plans to launch a new Starlink mobile service for US consumers, in a move that would upend the country’s multibillion-dollar phone network market.

The company’s president and chief operating officer Gwynne Shotwell told investors during a recent IPO roadshow that the group was considering launching a Starlink retail product and could build its own terrestrial US mobile network, according to four people familiar with the matter.

The move would require Starlink to build a new retail offering by selling mobile contracts to individual customers, competing directly with the three big US network operators Verizon Wireless, AT&T and T-Mobile.

To date, SpaceX has offered more limited direct-to-consumer services in the US, preferring to give telecoms groups such as T-Mobile access to its satellites to supplement their existing network coverage in rural areas.

Although the terms of Starlink’s commercial deals are not disclosed, analysts believe it takes a cut from revenues generated by those customers whose mobile deals include access to its satellites.

SpaceX’s move into retail contracts would be one of the company’s most significant commercial expansions since launching Starlink, which already operates across more than 150 countries worldwide offering high-speed internet connections through its constellation of satellites.

A direct-to-consumer mobile offering would give SpaceX access to a far larger market than satellite broadband alone, potentially reducing its reliance on telecoms partners that currently act as intermediaries between Starlink’s satellites and end users.

SpaceX did not respond to a request for comment.

The plans come just days after its landmark initial public offering, which has heightened investor demands that the group continues delivering rapid growth and finds new revenue lines.

During the IPO roadshow, Musk sold investors on future plans to launch data centres into space and build a colony on Mars. Analysts at its lead underwriter Goldman have predicted a 100-fold surge in its AI revenues to $322bn by 2030.

While describing expanding Starlink as another key growth pillar in its IPO prospectus, SpaceX has never publicly confirmed that it plans to launch a retail mobile service

There has been months of speculation over SpaceX’s future mobile plans after it paid $17bn to rival EchoStar for wireless spectrum licences to bolster its Starlink satellite network last September. Many analysts viewed the deal as laying the groundwork for an eventual retail offering.

In its bond offering prospectus, seen by the FT, SpaceX said that while it expected the Starlink Mobile service currently “to be most impactful for customers in remote areas uncovered by terrestrial mobile networks”, its longer-term ambitions appeared broader.

As its performance improved and satellite constellation grows, the prospectus suggests the company would “compete to be the preferred connectivity experience to our customers no matter where they are located, whether in rural, suburban or urban areas.

The launch of a consumer Starlink mobile retail service would also complement the company’s existing broadband internet option, which served 10.3mn customers worldwide as of March.

However, the plans have been met with trepidation by analysts who have cautioned that the idea may simply be a gamble to extract better deals from Starlink’s telecoms partners and warned of the billions of dollars in build costs and radio wave spectrum needed to roll out mobile networks.

New Street Research estimates that the three US mobile network operators have a total of about 1,020MHz of spectrum, while SpaceX has just 65MHz.

David Barden, partner at New Street Research, said that building a “wireless network in saturated markets around the world would be incredibly hard.”

“[But,] as a starting point for negotiating the best possible revenue-sharing deal with mobile network operator partners? It makes tremendous sense,” he added.

Additional reporting by Ryan McMorrow in San Francisco

https://t.co/TdDQJgUYdH

[Ella Frei @EllaFrei17]

My name is Ella, I'm 17 years old.
I do long jump. I play volleyball. I go to school in New Richmond, Wisconsin.
When my school allowed a biological male into the girls' restroom without telling parents —
I went to the school board.
With my name attached.
In my own town.
I got bullied for it. Harassed online. Even some of my own teachers came after me.
I'm still here.
Because here's what I know:
The net in women's volleyball is set nearly a foot lower for a reason.
A biological male can hit a ball across that net at force that could seriously injure a girl.
And in track — all it takes is three biological males entering the girls' category
and not a single girl in this state stands on a podium.
I didn't speak up because it was easy.
I spoke up because somebody had to.
The Supreme Court is about to answer the question every girl in America is asking.
We're ready.
@JenniferSey
@xx_xyathletics

[Shivon Zilis @shivon]

Pretty please call this “moonshot”

[Starbase Brewing @StarbaseBrewing]

Excited to announce we flew our second mission, MicroBrew-2, on @SpaceX's Starfall Demo mission yesterday!

This launch carried a payload called the Brewery Archive Space Exposure Demonstrator which held dozens of different strains of brewing yeasts, distiller’s yeasts, and wine yeasts from around the world. (Hint: we miiiight be announcing some insanely cool new products soon...👀) We also included seeds from a bunch of native Texas plants, including Bluebonnets! Next we'll analyze the yeast strains and seeds to see how they adapted to the spaceflight environment.

This was the successor to our MicroBrew-1 and OASIS missions that were performed on the International Space Station last year. In MicroBrew-1, an astronaut combined wort and yeast (the same two ingredients using in brewing beer) so we could study alcohol fermentation in microgravity. The OASIS experiment successfully grew the first-ever crops in soil in space. Humanity is still in the early days of orbital manufacturing but we aim to stay at the forefront of it!

Huge shoutout to the SpaceX team for the incredible opportunity to fly on a new vehicle. And we have some more exciting announcements coming up related to this mission so stay tuned!

[Rx @RxShah]

@WR4NYGov @TeslaBoomerMama I definitely feel Robotaxi rollout is subdued after the initial progress we got. Whether that is for regulatory reasons, to scale and make a splash only time will tell.

[Bobby Plewniak @BoBbyPleWniaK]

Thoughts on the potential $TSLA / SpaceX merger dynamics

I like @JOBhakdi’s take on this.

Who cares if I get bought out of my $TSLA shares at $1,000 per share… if I’m getting paid in $SPCX shares and SpaceX is sitting at a $10 trillion+ market cap at the time of merger? I don’t think I want to hold that.

In that scenario, if the $15 trillion company then drops 40%, my $1k buyout suddenly looks like $600.
It all gets really messy once SpaceX’s valuation gets extremely high while $TSLA is lagging.

Just a year ago everyone was throwing out $5T, $10T, even $20T market cap projections for Tesla. That’s exactly what we voted for in Elon’s comp plan — right after he bought $1 billion of shares in the $350-390 range. Exactly where we are trading again one year later.

And yet… almost nothing from that comp plan has been checked off.

But yes, I’m reminded by everyone that by 2035 none of this will matter and we’ll all be wealthy. I forgot.

[Rx @RxShah]

@BoBbyPleWniaK @JOBhakdi Meanwhile Elon…

https://t.co/2aj49rJszt

[Elon Musk @elonmusk]

USAID money killed millions

[Pete Balls to the wall FSD 🤖🚕 @kylaschwaberow]

Is FSD finally having its iPhone moment?

[Arjun Khemani @arjunkhemani]

.@friedberg: “We are now at a moment where we are saying there is no longer private property in the United States.

This is one of the foundational rights that the founders of the United States tried to create: a distinction between these other nations that everyone flees from, where a monarchy or a totalitarian government or some communist system says everyone owns everything together, or some small number of people own and control everything.

And that’s what this always comes down to.

Whether it’s a socialist state or a communist state or a monarchy or some other totalitarian regime, there’s a small number of people that own and control everything.

And that is the brink that we’re on.

Because they are trying to say, for the first time ever, there is no longer private property in the United States.

That if the government can say everything that you’ve already paid your income tax on, and then you’ve bought and you now own, the government can take a piece of it every year based on the vote and the budgetary needs of an irresponsible fiscal legislature.

We’ve lost it all.

And that’s where we are.

And we see this just passed in Illinois.

People think it’s just crypto, just like they think that billionaire tax is just billionaires.

But anytime the government can take your private property after you’ve paid your taxes, bought something, and put it in your garage, we are done for.

That is when the politburo has unlimited capacity to tax and take and do what they want.

That’s the moment we’re at.”

[Paul A. Szypula 🇺🇸 @Bubblebathgirl]

@SenWarren If taxes were lowered for all Americans, families could easily send their children to college and still have plenty left over to invest in their future. Empowering people directly with more of their own money has always been the best path forward.