Texas. Day job, lots of flights. Posting what I watch in SpaceX, Starlink, Grok, Optimus and Anduril, and what it means for regular people.
Houston, TX
Joined February 2026
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Quick intro, since you just landed here.
I'm based in Texas, work a weekday job, and fly a lot. On the side I follow SpaceX, Starlink, Grok, Optimus and Anduril.
I post one concrete fact, what it means for regular people, and a question for you.
If that's your kind of feed, follow along. What should I cover first?
$14.6B revenue. $4.4B net income. Starship generating revenue. 1.7 GW of compute.
13.6M Starlink users.
SpaceX is no longer just a rocket company. It’s building the physical layer for multi-planetary life and the AI age at the same time.
Our Q3 2026 earnings report is now public → ir.spacex.com/files/content_…
The live webcast with @ElonMusk, @Gwynne_Shotwell, and @BretWJ will begin in 30 minutes
10 million cars is an amazing start!
What matters in Tesla's letter is V3 Optimus readied for mass production. Robotaxi already launched in the U.S.
Which one changes daily life first, the car with no driver or the robot at home?
Tesla has released a major new Letter to Shareholders, outlining the extraordinary progress the company is making toward real-world superintelligence (SI)
Board Chair Robyn Denholm highlighted just how much Tesla has accomplished in 2026 and what it's building for the next phase of growth
• Cybercab production started at Gigafactory Texas
• Robotaxi expanded into more U.S. cities
• Over 10 MILLION vehicles delivered worldwide
• Tesla Semi launched and the next-generation Roadster unveiled
• Megapack 3 production started in Texas, with record energy deployments from Shanghai
• First production lines for Optimus being built
• Expanding SI training infrastructure and data center capacity
• Massive investments in battery manufacturing, semiconductor production and Terafab
And what's especially interesting is how all of these developments connect
Tesla is building the vehicles, robots, energy infrastructure, chips and computing capacity needed to bring superintelligence into the physical world at an absolutely massive scale
Robyn also highlighted the importance of Elon Musk and JB Straubel's leadership as Tesla enters this next phase of technological transformation
And she ended the letter with a powerful message:
“The best is yet to come”
Even SpaceX can't rent enough compute.
Elon says they've tried AWS, GCP and anyone else for inference capacity to take load off their training clusters.
Where does the bottleneck break first, chips or power?
I've been tracking every step SpaceX needs for a Mars base, using Grok Bot. The number that matters most is still zero.
Zero ship-to-ship propellant transfers so far. Without refueling in orbit, no Starship reaches Mars.
Flight 15 is NET Nov 8. Do they pull off a transfer by end of 2027?
What I imagine the true purpose of the thruster controlled Roadster is....a concept model for space exploration.....inspired by the Armadillo vehicle from the movie Armageddon.
SpaceX's Monday rideshare is carrying Starfall's reentry capsule for its second demo.
Rideshare is turning into a test bed for bringing cargo home.
Would you trust something manufactured in orbit and dropped back to Earth?
Blue Origin is expanding its Florida factory to crank out New Glenn upper stages, aiming for multiple launches a week.
What hits weekly launches first, New Glenn or Starship?
Elon says future Roadster demos could include flying over the Snake River or the Grand Canyon.
Evel Knievel tried to jump Snake River Canyon on a rocket in 1974 and didn't make it across.
Which jump do you want to see first?
It's amazing what Grok Bot can do! I have a Bot that searches all the data broker and people search sites for my information and removes the entries that are associated with me.
It has decreased a number of spam calls, texts, emails from businesses bothering me.
x.ai/bot/e869wRYfwH_jFga2MIT…
Japan launches MMX to the moons of Mars on Monday, aiming to bring a piece of Phobos back to Earth by 2031, per Ars Technica.
It also carries a rover.
Would you wait five years for a sample from a moon of Mars?
One week of Musk companies:
Roadster flew on a live stream.
Tesla supervised self-driving approved in Slovakia.
Starlink past 12M subscribers, per The Economist.
Japan testing Starlink at remote dams.
Which one actually matters most in 5 years?
I watched the Roadster stream live. It drove up a ramp, hung upside down and flew briefly.
People in the crowd filmed it on their phones from different angles. That's a strange way to fake something with AI.
What would it take to convince the skeptics it was real?
the Roadster just flew, drove up the ramp and held upside down
that's not a car demo anymore, that's an aerospace demo
would you actually ride in it the first year?
Roadster reveal is live. Ramp, thrusters, and nobody knows what's under the covers
watch here: xitter.cf/elonmusk/status/211078…
Tesla Roadster reveal tonight. There's a ramp on site and talk of cold gas thrusters
If it actually hops, every supercar maker just got lapped
Would you put down a deposit tonight or wait for a delivery date?
Quiet paperwork, loud signal.
Texas DMV just logged 30 more Cybercabs, bringing the registered count to 349.
How long until that roster starts showing up on Houston streets?
Worth knowing there are two services here. Starlink is the commercial network SpaceX runs. Starshield is the government version, and the government sets the rules on that one.
The one that the Ukrainian military uses is Starshield, controlled by the US Government, not SpaceX
"Ukrainian troops have been caught off guard by restrictions on Elon Musk’s Starlink satellite internet systems that disrupted frontline operations, while Kyiv received no advance warning from its partners of a Russian missile attack on its energy facilities for the second day running, according to Ukrainian officials.
Starlink terminals used by Ukrainian drone units began experiencing signal failures at speeds above 160kph, disrupting several missions early on Wednesday morning, according to military personnel and senior Ukrainian officials.
'Logistics at the frontline and middle strikes are badly limited,' one senior Ukrainian official familiar with the situation on the front told the FT. Ukraine’s middle strikes target Russian military supply lines and logistics. The limitations came with 'no warning, just in the middle of the night', the official said"
@ChristopherJM
ft.com/content/37085602-726a…
SpaceX is taking apart Ship 40, the only Starship to stay intact after splashdown. It spent 75 days at sea first.
Engineers get a flown heatshield they can actually touch.
Would you rather have that or a year of telemetry?