enzo

Space, Tech, Finance

[enzo @imenzo]

Rough math on a Tesla x SpaceX merger vote. Elon says it needs 50% of ALL Tesla shares, not just the ones that vote.

3.95B shares, so ~1.98B yes votes
Elon has ~700M (17.7%)
Everyone else has to bring ~1.28B more, about 39% of their shares

Shares that don't vote count as no.

[enzo @imenzo]

SpaceX plans $24B+ for its new AI supercomputer at Starbase. Everything it's put into Starship there so far is $15B+.

The computer now tops the whole rocket buildout. And the ~$50B Arizona campus is separate.

[SpaceX @SpaceX]

From the Rio Grande Valley, TX to Cochise County, AZ, we’re building more than supercomputers. We’re creating jobs, investing in critical infrastructure, expanding local tax bases, and working alongside communities to build a future that benefits the people who live there → https://t.co/r3OUzN0ppJ

[enzo @imenzo]

SpaceX is putting $220M into Brownsville's water and wastewater. Biggest private contribution to the city's water ever. Good neighbor move

[SpaceX @SpaceX]

SpaceX has committed $220 million to expand water and wastewater infrastructure for Brownsville and Cameron County -- the largest private contribution to Brownsville’s water future in the city’s history.

This investment addresses one of the region’s most urgent challenges: securing a reliable, sustainable supply of drinking water for generations to come

[enzo @imenzo]

More than half of United's daily flights now have Starlink. With 4,800+ flights a day over Thanksgiving, that's roughly 2,400+ flights a day with Starlink Wi-Fi. Chicago is already at 70%.

[DogeDesigner @cb_doge]

BREAKING: United Airlines just announced Starlink is now available on more than half of its daily flights, in time for Thanksgiving.

United expects nearly 64% of daily flights to have Starlink by the end of 2026.

[enzo @imenzo]

Robotaxi now runs 24/7 in every city it's in. As Elon put it, that's 168 hours a week, 4.2x a normal 40 hour work week. Never clocks out.

[Robotaxi @robotaxi]

Robotaxi now runs 24/7

Every city we're available in

[enzo @imenzo]

And the Pentagon's Space Development Agency is paying SpaceX $9.9M to see if Starlink's laser links can work on missile tracking satellites. Options could take it to $12.7M. Small check, big door.

[enzo @imenzo]

Today in Tesla and SpaceX

Green for Tesla, red for SpaceX. Tesla closed at $390.84, up 2.9%, while SpaceX slipped 2.3% to $139.75.

[enzo @imenzo]

Tesla's supervised FSD, now called Assisted Driving in Europe, just got approved in Finland. That's the 11th European country so far.

[enzo @imenzo]

Elon says the real goal is 1 TW of solar a year from Earth, then over 1 PW a year from the Moon.

That's 10x the new 100 GW order, then 10,000x. Wild.

[Elon Musk @elonmusk]

@IterIntellectus Actually, we’re aiming for 1TW/year from Earth, rising to over 1PW/year from the Moon.

That’s why I say that if we achieve this outcome, SpaceX will obviously be worth more than Earth, because space is so staggeringly enormous!

[enzo @imenzo]

Friday SpaceX tries to catch both halves of Starship for the first time. Booster at about 6.5 minutes, ship about 22.5 hours later.

26 V3 Starlinks on board, worth about 10 Falcon 9 launches. Huge.

[SpaceX @SpaceX]

Super Heavy moved to the launch pad at Starbase. Booster 22 is the first Super Heavy V3 booster planned to return to the launch site for catch and was used for final catch testing upon arrival, including a suspended squeeze test at catch height

[enzo @imenzo]

40% of US Starlink users now get real FCC broadband speeds (100/20 Mbps). A year ago it was 18.9%.

Uploads are up 42% and got faster in all 50 states, per Ookla. V2 Minis doing work.

[enzo @imenzo]

Today in Tesla and SpaceX

Tesla now has more robotaxis registered in Texas than Waymo for the first time. 1,302 vs 1,297, after Tesla added 20 more Model Ys today.

Lufthansa took delivery of its first A350-1000, which is also its 700th Airbus. It's the group's first long-haul jet with Starlink Wi-Fi, free in every class for Miles & More members. First flight is Munich to Tokyo on Dec 3.

Closing numbers were green too, with $TSLA at $379.78 (+0.5%) and $SPCX at $143.09 (+0.7%).

Robotaxi vs Waymo just flipped.

[enzo @imenzo]

Rough math on SpaceX's 800 MHz spectrum buy, which the FCC just accepted for review:

~$8B reported price (WSJ)
14 MHz x ~330M people = ~4.6B MHz-pops
About $1.73 per MHz-pop

Pricey, but it's the low-band piece that gets Starlink Mobile inside buildings.

[Sawyer Merritt @SawyerMerritt]

The FCC has just announced that it has accepted @SpaceX's application to buy 800 MHz spectrum wireless spectrum from Grain Management, a major step for Starlink Mobile becoming a major carrier in the U.S.

Info:
• 546 paired spectrum licenses covering approximately 100% of the U.S. population.
• Up to 14 MHz of spectrum across all 50 states, Washington, D.C., Puerto Rico, and the U.S. Virgin Islands.
• SpaceX plans to use the spectrum to support satellite-to-phone connectivity.
• Public comments are due December 1, with oppositions due December 8.

The transaction still requires final FCC approval.

[enzo @imenzo]

SpaceX is making its own solar cells for Starmind now. First SINGULUS line lands in Texas in H1 2027, scaling past 100 GW of equipment. Smart move.

[SpaceX @SpaceX]

We have signed a major supply contract with SINGULUS to create a durable option for advanced solar cell manufacturing to support more than 100 GW of equipment as we accelerate the production of our Starmind satellites in Bastrop, Texas → https://t.co/a9bXuUK6Ti

[enzo @imenzo]

Starlink Mini 2 has a built-in battery now. 4.5 hours on a charge, swap in a fresh one, online in 60 seconds. Internet anywhere for real

[Starlink @Starlink]

Introducing Mini 2, the next-generation portable Starlink. Get up to 4.5 hours of connectivity on a single charge with the quick-swap battery, or plug in with USB-C.

With built-in Wi-Fi, all you need is a clear view of the sky to get online in 60 seconds.

Preorders are now open by invitation in the US. Be the first to know when it's available → https://t.co/t2pSI1buaW

[enzo @imenzo]

And Brussels Airlines flew its first Starlink Wi-Fi flight today. Free in every class with a Travel ID or Miles & More login. Good day.

[enzo @imenzo]

Today in Tesla and SpaceX

Big green Monday. $TSLA closed at $378.05, up 5.5%, and $SPCX closed at $142.07, up 5.8%.

[enzo @imenzo]

SpaceX's VP of Launch Kiko Dontchev says human inspectors catch debris in borescope footage about 94% of the time. Grok looking at the same video gets 99.9%.

[enzo @imenzo]

Dirt is moving on Project Crystal Sun. $10.1B, ~3,000 acres, 9,712 jobs, ingot to finished panel in Texas. Let's go

[Elon Musk @elonmusk]

Project Crystal Sun

[enzo @imenzo]

Austin Robotaxi zone just jumped from 272 to 443 square miles, and San Antonio launched with ~275.

Add up all 8 cities (tracker numbers) and unsupervised Robotaxi now covers about 1,277 square miles.

Wild.

[Robotaxi @robotaxi]

Bigger Austin service area now live