I don’t know how this SpaceX isn’t the world most valuable company within a decade or sooner
Here’s full Elon Musk’s remarks at SpaceX Q3 2026 results:
0:00 - Inflection moment for SpaceX
0:50 - Starship Flight 14 to orbit
1:40 - Flight 15 catch both stages
2:50 - Louisiana spaceport announced
4:00 - Weekly then twice weekly flights
5:20 - Complete reusability like airplane
6:30 - Starlink 26 Tbps = 10 Falcon 9
7:50 - 100x bandwidth, 100k satellites
9:10 - 1000x demand from AI agents
10:20 - SI constraint: power & cooling
11:30 - Memphis 200k GB300s monthly
12:40 - Aiming 20 GW next year
13:20 - 440k Vera Rubin cluster Q2
14:00 - GrokBot fastest growth ever
14:35 - $500 B-$1T ARR by end 2027
This is great news!!
We announced an agreement to acquire a nationwide low-band spectrum license portfolio that will pave the way for @Starlink to become a major mobile carrier in the US.
With this new spectrum and our Gen2 constellation, Starlink Mobile can ensure Americans have access to high-speed mobile broadband no matter where they are → spacex.com/updates#starlink-…
We announced an agreement to acquire a nationwide low-band spectrum license portfolio that will pave the way for @Starlink to become a major mobile carrier in the US.
With this new spectrum and our Gen2 constellation, Starlink Mobile can ensure Americans have access to high-speed mobile broadband no matter where they are → spacex.com/updates#starlink-…
This just completely changed the value proposition on these bots, immediately rocketing @bot to first.
My commute in my Tesla just got a lot more valuable
It makes so much sense for @ChatGPT to offer extreme value over API prices but at a slower token rate to subscribers.
What we've been experiencing couldn't be sustained, but now we get the cutting edge intelligence at lower speeds that do more...or faster and less. And if you really need the best and fastest, pay API.
sedater retweeted
Replying to @ABC
This is worth the read to really understand effort. I’ve intuited most of this but it was very helpful still.
sedater retweeted
THEY REMOVED THE EMDASHES
Replying to @claudeai
Opus 5.5 communicates more naturally, addressing some of the most common feedback we heard on Opus 5.
It puts the most important information up front and follows the writing rules you give it, which makes long sessions easier to follow.
Oh my goodness, @claudeai is back!
Opus 5.5 is performing amazingly at everything I'm throwing at it and just sipping limits! Everything just changed. @thsottiaux even got them to give us a reset.
Let's see what @OpenAI comes up with today.
And @grok is actually doing some decent with with 4.7 and got Grokbots in my @Tesla. It's been a good 24 hours.
I love competition!
Um this is absolutely incredible and a glimpse at the future
Jev is Jarvis
whoa this actually worked! Jev lets me control my browser in real time with my voice now
> i talk
> transcript sent to Jev
> jev returns probabilities in ~300ms
> browser clicks
costs: $0.0002 per decision
i'm stunned how fast this is. when i asked it to "go back", it even finished the request before i finished my sentence 😂















