SpaceX has just revealed that it purchased $269 million worth of @Tesla Megapacks in April 2026, according to a new filing.
This is on top of the $430 million worth of Megapacks that SpaceXAI bought last year.
Thanks to the organizers for a great event.
I’ll be here in Denver until Thursday night, hit me up on Xchat if you’d like to get in touch.
Many members of the @Tesla_AI team will be available throughout the conference and can be found at the Tesla booth.
South Korea reported 10,866 Tesla sales and 8.6% market share in May. 🇰🇷
• Market share is 126 basis points or 17% above the 3-month trailing average of 7.3%
• Tesla 3rd best-selling brand
• Model Y best-selling car
• 80% Model Y
• 3rd best month ever with -18% vs. last month
• +65% vs. May last year and +38% compared to February the second month of the previous quarter
• Best May ever
• Best second month of the quarter ever and +38% vs. the previous one
• Best quarter ever after second month of quarter and +145% vs. the same period last quarter
• Last three months +148.6% vs. December - February
• Year-to-date +251% over same period last year
• Year-to-date is 75% or 9./12 of last year's total
For Japan are estimated ~2.0k Tesla sales and 1.1% market share in May. BEV penetration reaches new record of 4.8% and Tesla has 22.3% of this segment. 🇯🇵
• Market share is 35 basis points or 49% above the 3-month trailing average of 0.7%
• Highest market share ever
• Second best month ever with +92% vs. last month
• +183% vs. May last year and +31% compared to February the second month of the previous quarter
• Best May ever
• Best second month of the quarter ever and +31% vs. the previous one
• Best quarter ever after second month of quarter and +17% vs. the same period last quarter
• Last three months +74.2% vs. December - February
• Year-to-date +158% over same period last year
• Year-to-date is 77% or 9.2/12 of last year's total
“We’ve done the analysis, reusable rockets aren’t economic.”
SpaceX makes reusable rockets economic.
“We’ve done the analysis satellite internet isn’t economic. The antenna alone is tens of thousands of dollars. The cost to manage a constellation that size, the radiation, the space hardened solar cost…”
Satellite internet appears to be a very good business with antennas in the $100 range.
“We’ve done the analysis, orbital data centers aren’t economic. The radiators, launch costs, the radiation, the solar…”
You are here.
🚗💸 Gas prices vs. Tesla charging in France right now:
At the pump (Auchan):
• SP95 E10: €1.909/L (~$7.23/gallon)
• SP98: €2.037/L (~$7.71/gallon)
• Diesel (Gazole): €1.959/L (~$7.42/gallon)
Tesla Supercharger (La Seyne-sur-Mer):
• €9.85 for 57.95 kWh → only €0.17/kWh
One full tank of petrol can easily cost €80-100+ in Europe…
This Tesla charge cost less than €10.
The future is getting cheaper every day.
What do you think — still worth driving a gas car in Europe?
Czech Republic reported 158 Tesla sales and 0.8% market share in May. BEV penetration is 6.6% and Tesla has 11.7% of this segment. 🇨🇿
• 95% Model Y and 4% Model 3
• +3% vs. May last year and +86% compared to February the second month of the previous quarter
• Best month since 12 months
• Highest quarter after two months since 24Q4 (6 quarters)
• Last three months +60.3% vs. December - February
• Year-to-date -4% over same period last year
• Year-to-date is 43% or 5.1/12 of last year's total
Ashok shared a video during his talk of someone who fell off their e-bike in front of a driverless Tesla Robotaxi.
The Robotaxi reacted instantly and moved out of the way, possibly saving the cyclist’s life.
I hope Tesla will post the full res video on X.
Something that perhaps isn’t clear is that, if this location works out (other locations are still in the running), SpaceX will still be paying an annual amount that increases tax revenue for Grimes County by ~25% and will be by far the biggest source of revenue for the county.
Taking into account taxes paid by SpaceX employees and contractors, Terafab will far exceed ALL revenue that Grimes County currently earns!
The reason SpaceX asked for this, which is standard practice for massive capital investments, is because Terafab will have a large number of extremely expensive machines for making chips. Property tax on these crazy money machines would put us at a serious competitive disadvantage relative to other chip fabs in the world.
GOOD NEWS 🇰🇷 South Korea is absolutely eating up Teslas right now ⚡️
May 2026 numbers just dropped and they are massive 🔥
🥇 #1 imported car brand for the 4th month in a row.
📈 10,866 units sold—the 3rd straight month breaking the 10k barrier.
🚀 YTD sales are up over 250% YoY, crossing 45,000 units.
🤯 1 out of every 3 imported cars sold in Korea this year is a Tesla (nearly 31% market share).
🏆 Model Y Premium dominated at #1 with 7,195 units, while the new Model Y L took #2 with 1,513 units.
During Ashok Elluswamy, VP of AI at Tesla's presentation at CVPR, a slide was shown where Tesla FSD is currently pending regulatory approval:
• All of Europe
• Japan
• India
• Israel
• Bangladesh
• Thailand
• Taiwan
• Malaysia
• Philippines
• Saudi Arabia
• UAE
• Ethiopia
• Colombia
• Chile
Combined, ~36% of the world’s population lives in these places. FSD is going global.
$TSLA
It's hard to gauge how much Koreans care about Tesla.
I'm so happy that, as someone who really loves Tesla's vehicles, a lot of people seem to be getting to know it.
Tesla and @elonmusk make products out of love. More and more people are finding out about it.
[Tesla's Sales in Korea]
2017 : 303
2018 : 587
2019 : 2,430
2020 : 11,826
2021 : 17,828
2022 : 14,571
2023 : 16,461
2024 : 29,754
2025 : 59,916
2026 ~May : 45,020