Marsman Xploration

CEO - @spaceX 🚀& @Tesla🚘
A Twitter Founder - The Boring
company 🏪 # Co-Founder - Neuralink 🧠, Open Al #MAGA #AMERICA

[X Freeze @XFreeze]

Elon Musk on how to make AI safer and actually pro-human:

“Artificial intelligence will be smarter than the smartest human. At which point, any invention is possible”

But there’s also a small chance AI could kill us all

So what matters most is how we train it

• Make AI as truthful as possible
• Make it maximally curious
• Train it to be honest even when the truth is unpopular

Because if AI is genuinely truth-seeking and curious, he believes it will naturally want to foster humanity rather than work against it

[Justine Moore @venturetwins]

Can't believe people keep doing the meme

[Elon Musk @elonmusk]

Another AI attack

[DogeDesigner @cb_doge]

NEWS: 254 Starlink kits were handed over to bring internet to villages, schools & hospitals across Vietnam.

Telecommunications Authority, under the Ministry of Science & Technology, jointly held the ceremony with Starlink Services Vietnam.

Starlink is changing lives in Vietnam.

[Tesla Charging @TeslaCharging]

Labor day stats for Oasis Supercharger in Lost Hills, CA

- Charging on sunshine, 7 MW of solar generated
- 6038 sessions over 4 days, accross 164 stalls
- 11.2 sessions/stall on Monday, zero waiters

[Marsman Xploration @marsmanXplor]

700 Falcon flights completed. Congrats to the SpaceX Falcon team!

[SpaceX @SpaceX]

Falcon completes its 700th overall mission

[Marsman Xploration @marsmanXplor]

Tesla Model 3 achieved 5-star safety rating in all categories! 🚘

[Tesla North America @tesla_na]

2026 Model 3 earns a 5-star overall rating (and each category) from NHTSA

[Marsman Xploration @marsmanXplor]

Yes 🙌

[X Freeze @XFreeze]

Elon Musk on how to make AI safer and actually pro-human:

“Artificial intelligence will be smarter than the smartest human. At which point, any invention is possible”

But there’s also a small chance AI could kill us all

So what matters most is how we train it

• Make AI as truthful as possible
• Make it maximally curious
• Train it to be honest even when the truth is unpopular

Because if AI is genuinely truth-seeking and curious, he believes it will naturally want to foster humanity rather than work against it

[Marsman Xploration @marsmanXplor]

True

[X Freeze @XFreeze]

First we achieve abundance in energy....and once that happens, abundance in almost everything else starts to follow

[Marsman Xploration @marsmanXplor]

I think this is worth doing

[DogeDesigner @cb_doge]

ELON MUSK: AI competitors should peer review each other’s models before release.

“I would recommend that we at least have some sort of informal weekly or biweekly call and that there’s maybe a week or two weeks of early access by competitors. This is why I think the incentives work, competing companies are likely to understand if something is a security risk and they’re not going to be shy about highlighting that their competitors’ models should be delayed in release.

The incentive structure does work quite well there. It’s similar to how the Motion Picture Association works as an industry group that decides how movies should be rated. That seems to have worked quite well. You really just have to ask the government to intervene if a company is doing something very dangerous and refuses to take action to reduce the danger.”

[Marsman Xploration @marsmanXplor]

Banger 🙃

[Justine Moore @venturetwins]

Can't believe people keep doing the meme

[Marsman Xploration @marsmanXplor]

Starlink 😎🛰️

[DogeDesigner @cb_doge]

NEWS: 254 Starlink kits were handed over to bring internet to villages, schools & hospitals across Vietnam.

Telecommunications Authority, under the Ministry of Science & Technology, jointly held the ceremony with Starlink Services Vietnam.

Starlink is changing lives in Vietnam.

[Marsman Xploration @marsmanXplor]

SpaceX CFO speaks at GS Tech Comf

[Goldman Sachs @GoldmanSachs]

WATCH: @SpaceX CFO Bret Johnsen speaks at the Goldman Sachs Communacopia + Technology Conference: https://t.co/iThVaEpa7Q

[Marsman Xploration @marsmanXplor]

More than twice as long as they clapped for Stalin in Gulag Archipelago

[Variety @Variety]

The Gaza documentary “NAZA” earned a massive 24.5-minute #VeniceFilmFestival ovation as the crowd cheered and waved Palestinian flags.

This marks the longest-ever standing ovation at Venice, beating the 22-minute ovation for “The Voice of Hind Rajab” last year, and perhaps the longest at any film festival, period.

The new documentary was shot at night on the rooftops of Tel Aviv and shows “in detail the systems behind Israel’s calculated mass killing of Palestinian civilians in Gaza,” per an official synopsis. Abraham and Szor interviewed 24 Israeli military intelligence officers and soldiers — all of whom spoke on the condition of anonymity — who were involved in the surveillance or remote killing of Palestinian civilians in Gaza. Their appearance and voices were digitally altered to disguise their identities.

https://t.co/3iBqOG32T7

[Marsman Xploration @marsmanXplor]

This will be cool 😎

[tetsuo @tetsuoai]

SpaceXAI will livestream a three-person team attempting to build an entire company from scratch with Grok Bot, September 15–17.

mattyp, poteto and roshan_s will start with an idea and work through the business plan, product decisions and engineering, with viewers following the process live.

The event, Grok Bot Galaxy, also includes live demos and hands-on sessions with the Grok Bot team, covering engineering, product, sales, marketing, customer support and use cases for founders.

You can join online or attend sessions in San Francisco. Registration is required for both. 👇

[Marsman Xploration @marsmanXplor]

Grok Bot summary of SpaceX CFO talk 😎

[DogeDesigner @cb_doge]

Grok Bot Summary of SpaceX CFO Bret Johnsen at Goldman Sachs Communacopia today.

Vertical integration
Vertical integration is the company’s core operating model, not a side strategy.
- Rockets: own metal → engines → avionics → software
- Starlink: own launch, satellites, and the end customer
- AI: build facilities and power themselves, run their own models, sell to consumer and enterprise, and soon orbital compute

Starship and launch
Starship is the foundation for every other business.
- Flight 13: big learning flight. Delivered demo V3 payloads, relit a Raptor, and got a soft, precise second-stage splashdown. Recovery team towed the stage back so engineers could study the heat shield.
- Those learnings feed straight into Flight 14 and beyond.
- Flight 14 (later this month): first revenue-generating Starship flight, flying production V3 Starlink satellites.
- Later this year: aim to recover both first and second stages.

Orbital compute
Most of the AI industry agrees orbital compute is the future. Almost everyone else thinks it’s many years away. SpaceX disagrees because they control the stack.
- Target: first orbital compute satellites next year
- Scale: big compute in space into 2028
- Hardware approach: same V3 bus as Starlink, swap the payload, add larger solar arrays

Why orbital can beat terrestrial on cost
The crossover is about Starship reusability.
- Falcon 9: first-stage reuse since Dec 2015; 500+ booster reflights
- Starship: first stage already recovered/reflown; second-stage recovery progressing
- Goal: reflight of both stages as soon as next year, which drops deployment cost sharply

Terrestrial compute is getting more expensive (power, cooling, buildings, real estate). Orbital rides the opposite curve: cheaper rockets + better/cheaper satellites + scale. Johnsen said cost parity could come as soon as next year.

Terrestrial compute and the $100B ARR goal
- End of this year: on track for ~$100B ARR (annualizing the December number)
- New update: another hosting deal closed earlier this month → about $1.1B/month starting Dec 1 → roughly +$13B ARR
- Capacity: end this year well over 2 GW; next year 5–10 GW deployed
- Confidence comes from line of sight to power, facilities, and permitting, plus being NVIDIA-exclusive for allocation
- They stand compute up fast for themselves and for industry partners, which strengthens the NVIDIA relationship

How they monetize compute
Most hosting deals are short: ~90 days with a 90-day out (~6-month commits), including the newest deal.
Why keep them short?
- High conviction in their own products (Grok, Grok Bot, Cursor team after closing that deal)
- Don’t want to lock forever capacity they may need internally
- Internal bar: don’t let internal monetization fall below external hosting

Earnings framing for next year: roughly $30–$50 per watt monetization range; they said they’re at the high end. Hosting customers appear to monetize even higher, which is why demand stays strong.

Payback is under one year on new compute capex, so residual GPU value and financing options look attractive. “Not all CapEx is the same” — GPUs with <1-year payback are different from a launch tower built for decades.

AI products and M&A
Historically SpaceX was almost all organic growth. This year they did M&A because the AI product cycle rewards speed to frontier.
- Closed Cursor deal weeks ago; product cycles already accelerating (called out Grok Bot)
- Grok 4.6 improved on 4.5; 4.7 coming soon
- Pitch: best infrastructure + competitive model + lower token cost = best position for customers
- Market mood shift: months ago people bought the infra story but doubted the products; ~90 days later that skepticism is fading

Starlink broadband
Started as “better than nothing” (~2020–21). Now enterprise-grade with strong uptime/SLAs.
- Resiliency pitch: boards will ask why Starlink wasn’t in the network if you go down
- Mobility: aircraft backlog is large and production is ramping; cruise ships, yachts, trains too
- Awareness, especially outside the US, is still a growth unlock
- Longer-term: physical AI (robots, cars, aircraft) will need always-on connectivity terrestrial networks can’t fully cover

Mobile / direct-to-cell
Not a distraction. Same V3 bus, different payload.
- Fly direct-to-device satellites through next year
- Target service turn-on: first half of 2028
- V1 today (e.g. T-Mobile / T-SAT): text / light voice, great for emergencies and dead zones
- Next gen: full 5G-quality from space
- US: mid-band spectrum from EchoStar, FCC path for space + terrestrial
- Go-to-market: flexible — own terrestrial build, or partner with carriers
- International: same regulator-by-regulator playbook as broadband (Starlink now in 170+ countries)

Near-term priorities:
1. Starship (enables everything else)
2. Terrestrial compute (funds growth and teaches them how to do orbital)

Bottom line in one line
Own the full stack, make Starship reusable at scale, use terrestrial AI compute as a cash engine now, and use the same satellite bus + Starship cadence to win broadband, mobile, and orbital AI.

[Marsman Xploration @marsmanXplor]

Congrats Boring Company team! 💪🏻

[The Boring Company @boringcompany]

The Boring Company is pleased to announce our Series D funding round of $3 billion, led by the United Arab Emirates. The financing now values The Boring Company at $23 billion.

Other key investors in the round include Human Capital, Vy Capital, Valor Equity Partners, Sequoia Capital, A16Z, Temasek, Shamal Holding, and Baron Capital, in addition to other valued existing and new investors.

Full details here:
https://t.co/YArv2XllUL

[Marsman Xploration @marsmanXplor]

Tesla virtual powerplant grid stabilization system

[Tesla Energy @teslaenergy]

~69,000 Powerwall owners across California are currently dispatching more than 500 MW to the grid, helping meet peak demand during today's heatwave

Equivalent to the output of a power plant, but from Powerwalls already in people's homes

[Marsman Xploration @marsmanXplor]

@playboijoshie You’re so gross