Love is in the air!

Optimus is about to show what it can really do. 🤖 On the Q3 call, Elon said a new Optimus video could drop in a month or two, doing tasks that are not pre-programmed. Most of a million-unit production line has already landed in Fremont. Grok concept art.

Optimus is about to show what it can really do. 🤖 On the Q3 call, Elon said a new Optimus video could drop in a month or two, doing tasks that are not pre-programmed. Most of a million-unit production line has already landed in Fremont. Grok concept art.

Optimus might end up bigger than the cars. 🤖 On tonight's Q3 call, Elon said he remains convinced Optimus will be the biggest product on earth, and that no one is close to Tesla on a general purpose humanoid robot. I'd love one helping around the house here in Houston. What's the first chore you'd hand it?

Driverless Cybercab rides are coming to Dallas. 🚕 Tesla says Unsupervised Cybercab rides open to the public in Dallas next month, and Elon says the Austin fleet has grown about 10x since launch a month ago. Austin, then Dallas. Houston, we're ready when you are. Who's taking the first ride?

A garden without up or down. 🌱 NASA says astronauts are testing plant pillows to grow fresh food in microgravity. Long trips into space still come with practical questions. What's for dinner is one of them.

Zero injuries. Zero airbag deployments. Zero pedestrians hit. 🚕 Tesla just launched a new Robotaxi and safety report website, with a live counter of Robotaxi miles driven. Putting the numbers out in the open is how trust gets built, one mile at a time. Grok concept art.

Wifi at 35,000 feet that actually works. ✈️ Lufthansa Group plans to put Starlink on up to 50 aircraft by the end of 2026, and its whole fleet of around 850 by the end of 2029. Europe's largest airline group going all in. Which airline do you want to see do this next?

Sixteen stalls in Latham. ⚡ Tesla Charging has announced a Supercharger on Troy Schenectady Road in Latham, New York. More places to plug in is the sort of steady progress I like seeing.

Tesla Q3 earnings drop today after the close. 📊 Deliveries came in at 486,532 and energy storage hit 13.7 GWh. The call starts at 4:30 PM Central. I'm listening for Cybercab, Optimus, and when robotaxi rolls into Houston. What's the one question you want answered tonight?

Tesla and SpaceX under one roof? Both companies are now studying it. 🤝 Elon said on the SpaceX earnings call that independent committees were set up at shareholders' request, and he is recused from the talks. The bar is high: approval needs 50% of all outstanding Tesla shares. Grok concept art.

A software story with a lot of hardware behind it. 🧠 SpaceX's Q3 update puts its nameplate compute at 1.7 GW as of September 30. The AI buildout has a very physical side.

SpaceX posted its first profit as a public company. 💰 Q3 revenue hit $14.58B, up 161% in a year, with $4.4B in net income. EPS of $0.35 was more than double the estimate. AI compute brought in $7.6B and Starlink $5.2B. Launch is now the smallest slice. Grok concept art.

Robotaxi after dark in Austin. 🌙 Tesla's robotaxi fleet in Austin is now over 300 vehicles, with rides running until midnight. Houston is a short drive down the road and ready for its turn. Would you take a driverless ride home tonight?

Catch the booster. Catch the ship. 🚀 Elon says SpaceX will try to catch both stages of Starship on Flight 15 next month. If it works, it would be the first time an orbital launch vehicle has been fully recovered. That is when rockets start acting like airliners. Who is staying up for this one?

AI designs, then the lab gets a vote. 🧠 Anthropic says 17 of 211 tested Claude protein designs met its binding criteria against scorpion toxins. Early research: neutralization hasn't been demonstrated. The lab checks are what make this worth following.

Terafab is building its chip supply chain. 🔌 Tesla and SpaceX are reportedly in talks with about 10 South Korean chip suppliers, and more than half have signed NDAs. The goal is chips for Optimus, Cybercab, and space data centers, made in Texas. Grok concept art.

2028 is the new Roadster target, and this time it sounds real. 🏁 Elon says the Tesla Roadster enters production in 2028. After years of waiting, I'll take a later date if it means a car built to ship at volume. Would you still put down a reservation today?

A vote that became a charging stop. ⚡ Tesla Charging has announced an eight-stall Supercharger in Cherokee, North Carolina, and marked it as a voting winner. I like seeing drivers' requests turn into places to plug in.

SpaceX could post its first profitable quarter as a public company today. 🚀 Q3 2026 earnings drop with a live call at 3:30 PM CT. Wall Street is looking for an adjusted profit of about $0.13 a share. Rockets, Starlink, and now a scorecard the whole market gets to read. Grok concept art.

Back on the droneship. 🚀 SpaceX confirms Falcon 9's first stage landed on A Shortfall of Gravitas this morning. Watching a launch is great. Seeing the booster come home is the part I never get tired of.