SpaceX now has over $100 billion in cash.
Tesla now has over $44 billion in cash.
From almost going bankrupt to one of the strongest cash positions on Earth.
Let that sink in.
SpaceX has just officially unveiled its AI1 satellite, the first generation of its AI satellite.
Overall Specs:
• 150 kW peak compute payload
• 120 kW average compute payload
• 70 kW per ton
• Compute provider interchangeable
Dimensions:
• Wingspan: 70 meters
• Deployed height: 20 meters
Thermal System:
• 110 m² deployable liquid radiator
• Redundant pumping loops
• Integrated micrometeoroid shielding
• Deployable liquid radiators
Solar Power System:
• 150 kW solar array
• 250 W/m²
• SpaceX-manufactured solar technology from Bastrop, Texas
Architecture:
• Centralized compute module
• Large deployable solar arrays
• Deployable liquid-radiator thermal management system
• AI-focused compute satellite design ("AI1 satellite")
Elon: "The AI satellite is much simpler than a Starlink satellite. The AI satellite is essentially a lot of solar cells, you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. The easier one to design for is the AI satellite. It's bigger. A lot of this is technology we've already made with the Starlink V3 satellites."
Cathie Wood on SpaceX today:
"SpaceX has a 10 year lead on any other company. It was the first company to launch reusable rocket, while Blue Origin has been unable to relaunch successfully. The profitability out of Starlink is going to be astonishing." 🚀
🚨 BREAKING NEWS: A @Tesla Cybercab has been spotted in the Seattle area, making it one of the first to appear on Washington State highways!
The autonomous vehicle was seen driving on Interstate 5, then crossing the floating 520 bridge and continuing east. Meanwhile, I headed north on Interstate 405.
It seems that the autonomous future is already on the move on Washington State highways!
@SawyerMerritt@wholemars@Kristennetten@DavidMoss@herbertong
Cathie Wood taking her first Unsupervised @Tesla Robotaxi ride in Austin, Texas.
"The fact that I was talking to you the whole time and didn't pay any attention to the ride itself means that I think it's completely safe; I'm excited for Tesla. I'm excited for Tesla shareholders. I do think now, this slowly, slowly, slowly is moving into all at once."
Full video: https://t.co/deqpHRMJpm
Tesla patented a self-cleaning camera lens system that detects dirt, sprays cleaning fluid, and uses a small wiper to clear the lens so the camera can keep seeing properly.
This document is a U.S. patent for a “Lens Cleaning System” assigned to Tesla, Inc. It was issued on May 26, 2026, as U.S. Patent No. 12,636,684 B1. It describes a system for automatically cleaning a camera lens, for vehicles, robots, or other machines that rely on cameras.
The problem it solves is straightforward: cameras can get dirty from rain, mud, dust, oil, snow, bugs, or other debris. If the lens is dirty, the camera may not “see” clearly, which can hurt the performance of driver-assistance systems, autonomous vehicles, robotics, surveillance systems, or any machine that depends on visual data.
The invention combines software detection, liquid spraying, and a mechanical wiper. First, the system determines whether debris is on the lens. Then it can spray liquid onto the lens. After that, a wiper blade moves across the lens to remove the debris.
The diagrams show a compact assembly around a camera lens. It includes a camera/lens, a reservoir or liquid source, a nozzle or tube to spray cleaning fluid, a wiper blade, and a motor/controller that moves the wiper. The system is designed so the wiper can move across the lens and then return to a resting position.
A key point is that the system is not just a dumb washer. It can use information from the camera or other sensors to decide whether the lens is obstructed and whether cleaning is needed. For example, if the image quality drops or the system detects debris, it can trigger the cleaning process.
The patent also describes different cleaning materials. The liquid could be water, alcohol-based fluid, oil-based fluid, surfactant, or other cleaning solution, depending on the use case and environment.
The practical value is that Tesla wants cameras to remain reliable in messy real-world conditions. For autonomous driving or robotics, dirty cameras are a serious problem because vision systems depend on clean, usable images. This patent is basically about giving the camera a built-in way to clean itself instead of relying on a human to wipe it off.
I bought a Tesla Model Y about 2 months ago for FSD (full self driving). I've taken 3 road trips using FSD totaling 1300 miles.
The hype is real. The future is here. FSD IS THE PRODUCT. And the only way to get this PRODUCT is through a Tesla automobile.
Any new EV, I don't care if it is BMW, Porsche, Ferrari, if it doesn't have self driving, it is 2 steps behind Tesla.
I think the only companies that can compete with Tesla EVs will be Chinese EV makers who also have some semblance of self driving.
Within 1 generation (25 years), gas guzzlers will hit an inflection point where EVs outsell them. Because of self driving , roads will be safer. Accidents will plummet. Auto insurance will decrease (for self driving vehicles). The young kids today will grow up in a different world than us.
NEWS: California trucking firms have applied to buy 1,200+ Tesla Semis, a deal worth ~$348M.
That is more applications than all other electric trucks combined since the state's incentive program launched in 2019.
The Semi starts at ~$290,000 for the 500-mile range version. Competitors from Daimler and Volvo start at $400,000+ for less range. Tesla is also bringing a 350-mile version at a lower price. Both options out-range every other electric truck on the market.
Jennie Abarca, owner of King Fio Trucking in Long Beach, ordered 20 Semis. "This is something new coming to the market that kind of answers all those problems."
The Semi is doing to trucking what Model Y did to SUVs. Better range, lower price, massive demand. The incumbents never saw it coming.
SpaceX is such a bad ass company. In their IPO filing, they wrote this:
• The first private company to develop and launch a liquid-fuel rocket to reach orbit (2008)
• The first private company to successfully dock a private spacecraft with the International Space Station (2012)
• The first to successfully propulsively land (2015) and refly orbital-class rocket boosters (2017)
• The first to begin deploying a large-scale LEO broadband satellite constellation (2019);
• The first private company to transport astronauts to orbit, returning America's ability to fly astronauts to and from the International Space Station (2020)
• The first to manufacture consumer-grade phased-array user terminals at scale (2022);
The first to deploy a large-scale LEO satellite-to-mobile constellation (2025)
• The first to build a gigawatt-scale Al training cluster and largest coherent supercomputer (2026)
• The first gigawatt-scale Megapack battery installation (2026); and
• The only company capable of building orbital AI compute at scale.
BOOM.
Lars Moravy, VP of Tesla Vehicle Engineering, says the Tesla Cybercab is officially the most efficient EV ever certified at 165 Wh/mi!
That’s around 40% more efficient than a Model 3. WOW.
Great news, retail investors will officially be offered @SpaceX IPO shares!
SpaceX shares will be offered to retail investors through the brokerages of Charles Schwab, Fidelity, Robinhood, SoFi and E*Trade.
"Any purchase of our Class A common stock in this offering through these platforms will be at the same IPO price, and at the same time, as any other purchases in this offering, including purchases by institutions and other large investors." - SpaceX