James A.

Space, EVs & markets, explained. 📈🚀 Proud Texan. SpaceX • Tesla • Starlink • xSI • Muskonomy | $SPCX & $TSLA holder | NFA

[James A. @SPCXHOLDR]

@spcxGOD Black Friday $SPCX!

[James A. @SPCXHOLDR]

@nerdalert 8 of the 9 voted yes. That's definitely a good sentiment signal.

[James A. @SPCXHOLDR]

@benln When Texas?

[James A. @SPCXHOLDR]

This would be so cool, but it's more than just the line. Giga Press? Sheet metal presses? Dies? Those won't be dismantled. They'll keep those and just retire the molds and dies. They already cycle through the molds and dies, building reserves of one casting or stamping and change toolings for another part or cast. 15-20 Million est for a 9K giga Press alone. 1 Billion est for the line itself in tooling. Still I'm game.

[James A. @SPCXHOLDR]

This is exactly why a SpaceX x Tesla merger makes more sense every day 🧠

Both are already building AI, chips, and software that keep crossing over. Starlink's code training superintelligence is just the latest example. Put all that talent under one roof and it compounds.

$SPCX $TSLA
https://t.co/8Xbaor4zuE

[Elon Musk @elonmusk]

Turns out that the Starlink software, built for managing the movement of vast amounts of data through space and to the ground, is also very well suited to training super intelligence

[James A. @SPCXHOLDR]

@chenchoTV Might do the same. Only 6 hrs drive. Not too bad. Take tent and camp out on the beach after the launch to wait the 22hrs for the ship to come back. Either way excited about this charger. And the launch!!!!

[James A. @SPCXHOLDR]

Perfect timing ⚡️ New 16-stall Tesla Supercharger just opened on South Padre Island, one of the best spots to watch Starship fly.

Charge up, grab a spot on the beach, and watch Flight 15 go for the first-ever double catch Friday 🚀

#Tesla #Supercharger #Starship #SpaceX #SouthPadre
https://t.co/PTjMzfQ5jb

[Tesla Charging @TeslaCharging]

New Tesla Supercharger: South Padre Island, TX - Padre Boulevard (16 stalls)
https://t.co/U36sgEwBoO

[James A. @SPCXHOLDR]

These Booster 22 shots are unreal 🤯 Super Heavy V3 hanging at catch height in the chopsticks.

Flight 15: Fri, Nov 13, 4:45 PM CT. First try at catching BOTH stages + 26 Starlink V3 sats. History loading 🚀

#SpaceX #Starship #Starbase #Starlink #SPCX
https://t.co/aGT0exs39u

[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

[James A. @SPCXHOLDR]

@TeslaBoomerMama Elon level sass. ❤️🤣

[James A. @SPCXHOLDR]

$ANT is coming 👀 Anthropic just set its IPO range at $70–$78 a share.

• 825M shares, up to $64.35B raised
• ~$1.4T fully diluted at the top
• ~20% set aside for retail
• Prices Nov 18, trades Nov 19 on Nasdaq

Five months after $SPCX, the mega-IPO wave keeps rolling. NFA

[James A. @SPCXHOLDR]

Starlink Mini 2 is here, and it finally has a built-in battery 🔋🛰️

Up to 4.5 hours off a quick-swap battery, USB-C when you want to plug in, and about 3.5 lbs. Satellite internet you can carry under your arm.

Camping, boats, job sites, road trips. The market just got a lot bigger. $SPCX

https://t.co/ZeXfU85t3n

[Sawyer Merritt @SawyerMerritt]

SpaceX has just officially unveiled its next-generation @Starlink Mini 2, which now comes with a built-in battery for the first time.

• Up to 4.5 hours of connectivity on a single charge with the quick-swap battery (or plug in USB-C).
• Weight: 3.53 Ibs (1.6 kg) including battery and kickstand
• Dimensions: 10.35 × 12.36 × 0.91 inches (263 × 314 × 23.1 mm)
• Field of view: 55°
• Wi-Fi: Wi-Fi 6
• Environmental rating: IP67
• Wi-Fi coverage: Up to 1,800 sq ft (167 m2)
• Battery: Removable, rechargeable 71 Wh battery
• Battery weight: 1.08 Ibs (490g)
• Battery attachment: Quick-release mechanism
• Charging: USB-C, 60W
• Battery power output: USB-C, up to 60W
• Power button: Built-in physical power button
• Battery indicators: LED status lights
• Kickstand: Integrated, foldable kickstand
• Tripod mount: Standard 1/4"-20 camera thread
• Charger: Included 60W USB-C wall charger
• Cable: Included 3-meter (10-foot) USB-C to USB-C cable

Starlink is now taking preorders in the U.S.: https://t.co/JihIIVgVTY

[James A. @SPCXHOLDR]

Another fleet goes Starlink ✈️🛰️ Slate Aviation is adding it across its fleet. Installs start in December, and every plane should have it by mid-2027.

Each airline and jet operator that signs on adds recurring revenue on top of home internet. Aviation is quietly becoming a big piece of the story. $SPCX

https://t.co/7J5x0ADC0d

[Slate Aviation @flyslate]

Wheels up. WiFi on.
Slate Aviation is bringing @Starlink aboard its fleet, so owners and members can stream, take calls, and stay connected from takeoff to touchdown. Installations begin in December, with the full fleet expected to be equipped by mid-2027. https://t.co/lZiPkhZHNY

[James A. @SPCXHOLDR]

@BryptoJoe It's literally my handle. @SPCXHOLDR Haha. Pre IPO holder here.

[James A. @SPCXHOLDR]

Starlink is now pricing by how crowded the sky is over your house. Congested areas get up to 20% more, with Residential Max going from $130 to $156. Areas with spare capacity like NYC, Boston and SF get 30 to 50% off for new customers.

Too much demand is a good problem for an ISP to have, and the fix is more satellites. V3 rides on Starship, and Flight 15 is set for Friday. $SPCX

https://t.co/0sLYTPPQo4

[Panke @spcxGOD]

Starlink just raised prices up to 20% in its most crowded US areas. Residential Max goes from $130 to $156.

In Boston, San Francisco and New York it did the opposite: 30% to 50% off for new customers.

People are mad , I understand but Read that again.

An internet company has more demand than satellites in some places.

Name one other internet service provider that has a demand problem. You can’t, so its a very good problem to have

Starlink had 13.6M consumer subscribers at 30 Sep, up from 7.2M a year earlier. Revenue per user fell to $69 from $83 as cheaper plans scaled.

My guess: pricing by crowding is how it stops that slide and maintains margins.

And the fix is already on its way. Starship is going to carry the V3 satellites, and Flight 15 goes Friday.

Crowded sky: price up.
Empty sky: price down.
More satellites: less crowded sky.

$SPCX

[James A. @SPCXHOLDR]

@wholemars Mo gpus mo betta

[James A. @SPCXHOLDR]

@dallastesla @elonmusk @bot Would be nice if they did but even if they did it's have to be staggered so no overload when everyone clammers to run task after reset.

[James A. @SPCXHOLDR]

@DevinOlsenn @mattyp @bot Same

[James A. @SPCXHOLDR]

@mattyp @bot Central place for all routines and which bot they belong to would be nice. As well as pages.

[Sawyer Merritt @SawyerMerritt]

Elon said today that @Tesla plans to introduce an even more efficient Cybercab next year, despite it already being the most efficient production vehicle ever at 6.18 miles per kWh.

This updated Cybercab will feature a 40 kWh battery, 16% smaller than the current 47.6 kWh pack. This would likely push the Cybercab's curb weight below 3,000 lbs (down from 3,113 lbs currently) and, of course, lower production costs even further.

Elon said this new version will be made in a liquid silver color. Pics below of what that could look like.

No other autonomy provider can compete with this level of cost and efficiency.

[James A. @SPCXHOLDR]

@WickyDubs2 🍆