if elon + cursor truly pull off that new big model, the existing labs AND open source will be in a lot of trouble
very few serious players care about open models
and it will likely change the way subscriptions are priced
right now, composer is basically free
regardless of if you use it in Grok Build or in Cursor, as long as you're on a big ($200/mo+) plan it is impossible (!) to kill - unlike any SOTA model
really looking forward to how it shifts the dynamic
SpaceX’s compute business is already becoming massive
Anthropic: $1.25B per month
Google: $920M per month
That is $2.17B in monthly compute revenue at full run-rate
Annualized, that is more than $26B per year.....just from SpaceX’s AI compute business
And this is only the terrestrial infrastructure not even space
Large-scale compute infrastructure is an unbeatable edge for the AI age, and SpaceX has taken the crown position
@DaveShapi CC @nikitabier and @elonmusk. Would love great content creators I learn so much from like @DaveShapi to have their content be as smartly monetizable on X as it is on YouTube and the like!
things i've automated in the past 30 days:
- lead generation
- email newsletters
- most tweets
- youtube thumbnails
- youtube titles
- youtube intros
- youtube points (think: early scripts)
and i'm sure i forgot a bunch
i even built myself my own youtube recording app
realistically would say that i'm running a 10-people business with a team of 3
not quite the 10x people claim
but the leverage is definitely here
Woah! Elon actually gave breaking news in his JP Morgan interview today with Jamie Dimon.
Optimus robots will be connected to Starlink! He made it clear that “AI robots” have huge connectivity bandwidth requirements and thus Starlink will have to up its game to support them. This implies that Optimus may have hybrid AI models, both on robot models and off robot cloud models.
He expects Starlink to orbit 100,000 satellites, 10x more than today, and future satellites will be half the distance from the earth than the current constellation, reducing latency accordingly. Currently Starlink sats orbit around 550 km, so new satellites would be around 300 km. This would support much lower latency (maybe down to 12 ms or so) as well as support Direct To Cell much better for worldwide cellular satellite communications.
The new V3 satellites will be 10-20 times more capable than the V2 satellites. They use three proprietary “beyond” state of the art chips that SpaceX designed. Jamie mentioned that this constellation might supplant or at least supplement ocean fiber optic cables. Each Starship should be able to launch 50 of these much larger satellites at a time.
Don’t sleep on SpaceX’s lunar ambitions. Elon likened SpaceX to Union Pacific and the hotels it built as they were building the railway across the country. Elon said vacation hotels on the moon were a distinct possibility. Jamie joked that he never thought he’d see Elon enter the hospitality business.
And continuing the transport analogies, Elon pointed out that Starship’s propellant (natural gas/oxygen) is cheaper than jet fuel. He said that in theory you should be able to transport cargo into space at a lower cost than trans oceanic airplane flights.
Btw, SpaceX develops and manufactures its own space lasers for inter-satellite communications (more vertical manufacturing).
Other news. SpaceX has been self funded since 2015 or so, never raising any money in the past ten years. The various rounds since then were liquidity rounds for employees.
Elon said that data centers in space should be much easier to do than Starlink satellites. The space data centers are initially intended to allow others to put their own chips and software into them making them a co-location data center model, which is pretty wild. Kinda like extending the anthropic Colossus rental deal, but in space.
In the future they will make their own space specific data center chips and run their own AI software.
Terafab is to address the next limiting factor in chip manufacturing. For instance there are ZERO memory fabs in the US right now. Classic Elon, address supply chain before it becomes an issue just like he did for EV batteries and lithium refining.
SpaceX is not only is supplying the US military with the Starshield product based on Starlink, but Elon stated they do other classified work.
Watch now! Our innovations and technological advancements are redefining industries on Earth, while we aim to create new ones on the Moon, Mars, and beyond.
Learn more → https://t.co/PSCyWrMUYI
I did Rob’s Blueprint program a few months ago as a total non-technical founder. Highly recommend learning from him in depth in this program that goes way beyond what I did. He’s an amazing and expert and encouraging guide and teacher.
the ai architect program is open
you don't need a developer. you don't need to learn code. you need a process
4 spots left. doors close june 8
the ai architect program is open
👉 https://t.co/KLG3FX4BPc
🚨 SPACEX JUST GOT FAA APPROVAL TO TEST ITS NEW “STARFALL” CAPSULES.
These are not regular reentry vehicles.
SpaceX’s new circular Starfall capsules are designed to bring up to 1,000 kg of payload back from orbit safely, repeatedly, and at scale.
They can launch on either Falcon 9 or Starship, perform in-space manufacturing, then reenter and splash down in the Pacific for rapid recovery.
Why this matters:
• Enables true commercial in-space manufacturing (microgravity + vacuum) that can be returned to Earth
• Could become a “proliferated successor” to the ISS for self-sustaining space industry
• Opens the door to rapid point-to-point cargo delivery from orbit to anywhere on Earth
• Directly competes with companies like Varda that have been flying similar missions on SpaceX rockets
The deeper implication is massive:
We are moving from “occasional experiments in space” to routine manufacturing and logistics in orbit.
If Starfall works at scale, companies could build factories in space, produce high-value materials that can’t be made on Earth, and ship them back down regularly all without needing a full space station.
This is one of the clearest steps yet toward a real, self-sustaining commercial space economy.
What do you think will in-space manufacturing finally become a serious industry, or is this still too early?
Follow for more frontier space and future technology.
Some LC-36 updates. Now that we’ve had access to the pad and integration facility we can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower is also good. The big support tower is damaged, but it can be repaired in place rather than torn down and replaced. The booster “Never Tell Me The Odds” and the three GS-2s that were onsite in the integration facility also look good.
I’ve seen some speculation that we might move directly to the 9x4 configuration, but we won’t do that. Rate manufacturing of 7x2 is going well, and we’re going to continue that at pace as planned and store the stages for use. In addition, we had already been working for some time on eliminating our transporter-erector in favor of an alternative vertical conop, and we’ll now go directly to that; so we don’t need a new transporter-erector.
We will fly again before the end of this year. Gradatim Ferociter.
Andrej Karpathy: "90% of what AI twitter tells you to learn will be dead in 6 months"
90% of what ai twitter tells you to learn dies in 6 months
senior engineers already stopped chasing it
the dead list: autogen, crewai, autonomous agent pitches, agent marketplaces, benchmark leaderboards, semantic kernel, dspy as a general framework, horizontal "build any agent" platforms, per-seat pricing for agents
the pattern is obvious. demos that break in production. hype that never ships. frameworks that go viral on monday and vanish by spring
what actually compounds:
context engineering
tool design
orchestrator-subagent pattern
eval discipline
the harness mindset. harness > model, always
mcp as the protocol layer
the edge isn't the newest framework. it's staying a few steps ahead until your signal becomes everyone's mass-opinion
book and study this
Composer 2.5 is now available inside Grok Build.
Composer 2.5 is a fast, highly intelligent model that excels on long-running tasks and following complex instructions.
What an incredible display of unity, love, and resilience as tens of thousands of New Yorkers turned out for the Israel Day Parade in NYC!
Today, we boycotted antisemitism and sent a powerful message: New York will always stand with its Jewish community, and New Yorkers will always stand with Israel.
🇺🇸🇮🇱 עם ישראל חי 🇺🇸🇮🇱