morcak

Saberlight enjoyer since day 1 & also a hippo enthusiast

[Tesla Europe, Middle East & Africa @teslaeurope]

Now approved in Latvia 🇱🇻

Rollout begins soon

[Sawyer Merritt @SawyerMerritt]

Franz pulling up to the Petersen dinner in the new Tesla Roadster.

Love the dihedral doors. They popped the rear so everyone could look at the COPV.

[yeet @Awk20000]

QTCinderella has been sending out mass false DMCA takedowns to channels, including mine. I have received 10 of these takedowns from clips in 2025. Clipping small segments is absolutely fair use

@qtcinderella is one of the few creators who will try to continually silence others with lawfare, having done this before. If this was a mistake or misidentification, hopefully she can retract it

[Robotaxi @robotaxi]

Robotaxi makes the roads safer for everyone

[Robotaxi @robotaxi]

– 0 people injured by Robotaxi
– 0 Robotaxi airbag deployments
– 0 Pedestrians or cyclists hit

https://t.co/sfjQiSe3r6

[Sawyer Merritt @SawyerMerritt]

Here are all the most important highlights from @SpaceX's Q3 2026 earnings report and earnings call:

• Total revenue: $14.58B, up 161% YoY from $5.58B and up 87% QoQ from $7.81B.

• Adjusted EBITDA: $8.81B, up 306% YoY from $2.17B and up 149% QoQ from $3.54B.

• Total Capex: $19.59B, up 185% YoY from $6.88B and 7% QoQ from $18.37B, primarily driven by SI infrastructure investments.

• Q4 Capex guidance: SpaceX expects capital expenditures of $35B–$40B in Q4 2026 as it accelerates SI compute deployment.

• Net income: $4.40B, compared to a $1.05B loss a year earlier.

• Income from operations: $2.79B, compared to a $273M loss YoY and a $143M loss in Q2.

• Q1 2027 revenue guidance: $33B–$37B in total revenue during Q1 2027.

• Annualized revenue target: SpaceX remains on track for $100B in annualized revenue by the end of 2026, based on December's revenue run rate.

• Elon's 2027 revenue projection: SpaceX could reach $500B–$1T in annual recurring revenue by the end of 2027

• Backlog: Reached $63B as of September 30, including $17.5B in deferred revenue. ~$42B is expected to be recognized within the next 12 months.

• Space revenue: $1.77B, up 6% YoY

• Connectivity revenue: $5.25B, up 69% YoY and 22% QoQ; Consumer revenue was $3.12B (+57% YoY) and Enterprise & Government revenue was $2.13B (+91% YoY).

• Connectivity operating income: $2.37B, up 99% YoY from $1.19B and 43% QoQ from $1.66B.

• Starlink subscribers: 13.6M, up 89% YoY; consumer ARPU increased to $69/month from $66 in Q2.

• Super Intelligence (SI) revenue: $7.56B, up 830% YoY and 195% QoQ

• SI operating income: Positive $431M, compared to a $1.72B loss YoY and a $1.26B loss in Q2.

• SI Adjusted EBITDA: Positive $4.95B, compared to a $428M loss a year earlier and $1.15B in Q2.

• SI Capex: $16.44B, up 245% YoY from $4.76B and 4% QoQ from $15.83B, representing ~84% of total quarterly Capex spend.

• Cloud Services Agreements: Signed additional agreements during Q3, with SI solutions and infrastructure revenue growing 192% QoQ excluding Cursor.

• SI compute economics: Newly deployed compute capacity is generating payback periods of less than 12 months at current pricing, which is slightly above the previously discussed $30–$50 per watt range.

• Cursor revenue: Contributed $608M in revenue between August 14 and September 30.

• Grok Bot: Reached 800,000 paid weekly users in early October, more than doubling over the prior month.

• Grok Bot enterprise rollout expected in a few weeks.

• Cash, cash equivalents & marketable securities: Approximately $90B at quarter-end

• Operating cash flow: Generated $13.1B during the first nine months of 2026, up 218% from $4.12B during the same period in 2025.

• Starship Flight 15: Targeted for November 2026, with SpaceX planning to attempt a tower catch of Starship's upper stage.

• National Security launches: Secured 18 additional National Security Space Launch missions.

• Starlink aviation: More than 3,800 aircraft were equipped with Starlink as of September 30.

• Starlink aviation contracts: ~12,000 aircraft are now under contract for Starlink service, representing nearly a quarter of the available commercial aircraft market.

• Starlink Mobile users: Surpassed 22M monthly users at the end of Q3, up 37% QoQ.

• Starlink Mobile U.S. launch: SpaceX plans to integrate its spectrum acquisitions and begin activating the expanded service in early 2028, with the gaol of becoming a major U.S. mobile carrier.

• SI compute: Expanded nameplate compute capacity to 1.7 GW, up from 1.4 GW in Q2 and 0.6 GW a year earlier.

• October compute target: SpaceX expects to reach nearly 2 GW of nameplate compute capacity by the end of October 2026.

• Year-end compute target: SpaceX expects 2.5–3 GW of nameplate compute capacity by the end of 2026.

• 2027 compute target: Elon expects to add at least 10 GW of incremental compute capacity in 2027, potentially bringing the total to 13 GW or more. Elon said there is a small possibility of exceeding 20+ GW of active SI compute by the end of 2027.

• GPU deployments: SpaceX is bringing approximately 200,000–220,000 NVIDIA GB300 GPUs online monthly, with plans to maintain or accelerate that pace.

• Nvidia Vera Rubin deployment: SpaceX expects its 2027 compute expansion to rely primarily on NVIDIA's next-generation Vera Rubin architecture.

• SpaceX plans to bring a training cluster with 440,000 Vera Rubin computers online by the end of Q2 2027.

• Targeting May or June 2027 for the first functional test chips from the Austin research fab.

• Terafab mass production: SpaceX is targeting Q3–Q4 2028 for potential volume chip production at its Gibbons Creek facility

[Rupert Lowe MP @RupertLowe10]

France will burn into the late morning hours. To what end? So they can harbour millions who hate everything of what is means to be French?

Was it worth it?

Will it be worth it in Britain, when similar violence inevitably erupts?

I think not.

We watch as migrants ransack Paris whilst flying the flag of various African countries.

Some may have arrived illegally, for most their presence is entirely ‘legal’. Plenty were probably born in France, and are technically ‘French’.

For the rioters, evidently, their allegiance is not to France, or to the French people.

Where does their loyalty truly lie?

Their clan.

The civilised world’s response must reflect that.

Those convicted for arson, organised violence, and attacks on innocent people must face substantial prison sentences - foreign nationals involved must be removed. Citizenships stripped from dual nationals, obviously.

Mass deportations.

Act before they do.

And in exceptional cases, I would go further.

A Restore Britain Government will develop bilateral agreements and mechanisms with third countries to accept second-generation migrant offenders convicted of domestic terrorism and other such serious crimes, who, for now, hold only British citizenship.

There will be no statelessness. It will be conducted fairly, and it will cost, but it will be done, and a message will be sent.

The French should do the same.

If you burn down a city, terrorise law-abiding citizens and torch the society around you - there will be consequences worthy of the crime.

And if your allegiance lies elsewhere, and you demonstrate that through terrorism or extreme violence, a Restore Britain Government will send you to the country you claim allegiance to - if that's where your loyalty lies, we will aim to make that a reality.

Britain is just a few short years behind France.

We’ve had our warning - we must take it.

[Jeremy Judkins @jeremyjudkins_]

☠️

[Team Vitality 🐝 @TeamVitality]

Aujourd'hui, les locaux de notre club ont été pillés en marge de la mobilisation du 17 octobre.

Heureusement, aucun membre de notre staff ni aucun fan n’a été blessé. En revanche, nos vitrines ont été détruites, nos trophées et notre matériel informatique volés.

En attendant d’évaluer la totalité des dégâts, V.Hive restera fermé.

Plus d’informations seront communiquées par la suite.

Prenez soin de vous

[MrBeast @MrBeast]

Can I have one of those Flying Roadsters for a video please 🙏🏻

[DiscussingFilm @DiscussingFilm]

First trailer for the ‘SHREK 2 REMASTERED’ game.

[Franz von Holzhausen @woodhaus2]

Designed, engineered, and made in America

[Tesla Europe, Middle East & Africa @teslaeurope]

Now approved in Slovakia 🇸🇰

Rollout begins soon

[Franz von Holzhausen @woodhaus2]

Roadster!

[Sawyer Merritt @SawyerMerritt]

Here is the @Tesla Roadster’s battery and drive unit, which is one-third more powerful than the Model S Plaid’s, with half the mass.

Tesla: “The new high-voltage battery and drive unit technology used to drive Roadster enables our most powerful and compact rear-wheel drive unit yet. Together, they deliver 1 MW of pure power-that's one third more power than Model S Plaid-with half the mass. The result is paradigm-shifting acceleration with amazing cornering and precise stopping power.”

[돈생걍사 @TSLA_Bitcoin]

로드스터의 냉가스 스러스터

'압축 공기' 사용
차량 내 압축기(배터리 구동)가 주변 공기를 고압으로 압축해 탱크 충전

- 재충전 : 주행/주차 중 자체 재충전
- 용량 : 250kg의 압축 공기 저장
- 사용 : 짧은 버스트(가속,점프,회전 등)
- 스페이스 X에서 쓰는 기술 https://t.co/VkDaeIGRtZ

[Lars @larsmoravy]

The day before… maybe the months before. When someone builds a mountain, don’t back down. Climb it, and see what happens. What the SpaceX and Tesla teams did tonight shows what throwing doubt to the wind and ego aside can do. Thanks to everyone in the fold, you are all amazing and we stand taller together. Much love team - you know I got your back.

[Tesla @Tesla]

Do a kickflip!

[Alice Weidel @Alice_Weidel]

At least 20 trucks of EU regulation papers for Elon‘s flying car!