Tesla & SpaceX bull. Hot takes on AI, big tech, FSD, Cybercab, Optimus, Starship & the Musk-verse. Travel, and calling out the bears. ๐Ÿš€

Las Vegas, NV
Joined August 2016
SpaceX lit up Florida at sunrise. Tonight it lights up Wall Street. Q3 drops after the close. The Street has AI at ~$6.4B of ~$12.9B revenue. Starlink: ~$4.9B. A rocket company whose biggest business might now be AI. Bears, still calling it a bubble? $SPCX
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Tesla Robotaxi is coming to Las Vegas. ๐Ÿš• @robotaxi just named 4 new cities "coming soon": Las Vegas, Jacksonville, Phoenix and San Antonio. Unsupervised Cybercab rides hit Dallas next month. Which city should get it first? ๐Ÿ‘‡ #Robotaxi
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SpaceX is about to try something no one has ever done. Musk on Starship Flight 15, expected next month: "we're going to attempt to catch both the booster and the ship." It would be the first full recovery of an orbital rocket. Catch both on the first try? ๐Ÿ‘‡ #Starship
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Your Tesla could start earning money while you sleep. On today's Q3 call, Tesla AI lead Ashok Elluswamy said unsupervised FSD could reach customer cars in select U.S. areas around Q2 2027. Owners could then add them to the Robotaxi network. Would you rent yours out? ๐Ÿ‘‡ #Tesla
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Tesla finally built the app iPad owners begged for. ๐Ÿ“ฑโšก New big-screen layout: controls on the left, a huge 3D car view on the right. Works on iPad, iPhone Duo, and Android foldables. Rolling out now. Which screen are you running it on? #Tesla #iPhoneDuo
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Demis Hassabis just pulled his AGI timeline in: 2-3 years, down from 3-5. His test: an AI that rederives Einstein's 1905 relativity papers using only pre-1901 knowledge. Real by 2029, or another "self-driving next year" promise? ๐Ÿ‘‡ #AGI
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Elon Musk on the new "Musk" documentary: "Nobody wants to see it." The box office: ~$489K total across 472 theaters. Monday did $85 per screen. Critics gave it 97% on Rotten Tomatoes. Audiences stayed home. Hit piece or must-watch? ๐Ÿ‘‡ #ElonMusk
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Tesla's new Robotaxi safety report: 3.1M autonomous miles. 0 injuries. 0 airbag deployments. 0 pedestrians or cyclists hit. Human drivers would've caused ~9 injury crashes in the same miles. Next: Las Vegas, Phoenix, Jacksonville, San Antonio. Would you ride? ๐Ÿ‘‡ #Robotaxi
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Tesla Q3 2026 ๐Ÿ“ˆ Financials โ€ข Revenue $28.0B (flat year over year) โ€ข Non-GAAP EPS $0.48, net income $0.8B GAAP and $1.7B non-GAAP โ€ข Free cash flow $1.5B, backed by $45.4B in cash and investments โ€ข 486,532 deliveries achieved alongside 464,391 vehicles produced โ€ข Milestone unlocked: 10 millionth Tesla delivered ๐ŸŽฏ ๐Ÿค– FSD Supervised โ€ข 1.74M active FSD subscriptions, surging 67% year over year โ€ข Over 75% adoption rate for new North American buyers, up nearly 20 points sequentially โ€ข Expanded live rollout across 9 EU countries, serving 100,000+ users past 160M+ km driven ๐Ÿš™ Robotaxi โ€ข Cybercab commercial rides officially kicked off Sept 3 in Austin โ€ข Approaching 2M unsupervised miles with an 8x jump in a single quarter โ€ข Grok integrated straight into Cybercab for hands-free inbox, calendar, and file management by voice โšก Everything Else โ€ข Semi scaling into volume production: 500-mile range at 82,000 lbs, running on a third of diesel energy use โ€ข Optimus manufacturing lines officially spinning up in Fremont โ€ข Megafactory Texas online (50 GWh capacity) alongside record output at Giga Berlin โ€ข Next-gen Roadster spotlighted โ€ข Vehicle backlog sitting at a 4-year high โ€ข Record-breaking deliveries recorded across Canada ๐Ÿ‡จ๐Ÿ‡ฆ, Australia, Japan, and Taiwan
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2016: Jensen Huang hand-delivers a 1-petaflop DGX-1 supercomputer to OpenAI. 2026: that same petaflop fits in a laptop. NVIDIA RTX Spark: Grace CPU + Blackwell GPU, up to 128GB unified memory, from $2,599. Run AI locally, or stay in the cloud? ๐Ÿ‘‡ #NVIDIA
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Apple's first foldable lands Friday. iPhone Duo: 5.4" outside, 7.6" inside, A20 Pro, 254g, $1,999. Early reviews love the battery and the feel. The knock: apps aren't fully optimized for the big screen yet. Day-one buy or wait for v2? ๐Ÿ‘‡ #iPhoneDuo
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Tesla reports Q3 after the bell today. Street wants $28.3B revenue, $0.45 EPS, 17.9% gross margin. Deliveries already beat at 486,532. The real show is the 2:30pm PT call: robotaxi, Optimus, SpaceX merger talk. Beat or miss? Drop your EPS guess ๐Ÿ‘‡ $TSLA
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Elon Musk says money is going to become irrelevant. His future currency? "Wattage and tonnage, mass and energy." AI and robots make so much that dollars stop mattering. Would you trust a world priced in watts? ๐Ÿ‘‡ #AI
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Every kid in America is about to own a piece of SpaceX. Musk: "Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many." ~72M kids. $10B+ in stock, via Trump Accounts. Would your kid hold it or sell it? ๐Ÿ‘‡ $SPCX
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JPMorgan just doubled its SpaceX target: $240 โ†’ $500. The bank now models $254B in 2027 revenue. Stock sits near $160. Meanwhile Musk says Tesla and SpaceX committees are exploring a merger. Would you swap $TSLA for $SPCX right now? ๐Ÿ‘‡
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Tesla earnings day. 486,532 deliveries already beat. Now the number that matters: gross margin. Street wants ~17.9%, ~$28.3B revenue, $0.45 EPS. Results drop after the close. Robotaxi and Optimus updates could steal the show. Your margin call? ๐Ÿ‘‡ $TSLA
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SpaceX's AI business now out-earns Starlink. Q3: $14.6B revenue (+161%), $4.4B profit. Super Intelligence: $7.6B Starlink: $5.2B, 13.6M subs Shares up ~7.7% after hours. Is SpaceX now an AI company that happens to fly rockets? ๐Ÿ‘‡ $SPCX
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One building. Top-20-country GDP. That's Elon's claim for Terafab, the Tesla + SpaceX chip fab going up in Grimes County, Texas. Phase 1: $16.8B. Volume production targeted for Q3 2028. Visionary or wildly overhyped? ๐Ÿ‘‡ #Terafab
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Beat earnings. Stock tanks anyway. Netflix topped EPS tonight (87ยข vs 82ยข) and still fell 5%+ after hours on weak guidance. GM beat too and dropped as much as 8%. Tesla reports tomorrow after the close. Beat and pop, or beat and drop? ๐Ÿ‘‡ $TSLA
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Ferrari's CEO just gave Tesla a perfect score. Benedetto Vigna rated the Roadster reveal 10/10 for tech, 10/10 for the show. "As a European, thank you for showing us how that, even in an old world, you can still innovate and dare." Respect, or should Ferrari worry? ๐Ÿ‘‡ #Tesla
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"I hope the AI is nice to us." That's Elon Musk on today's debut of Walter Isaacson's new podcast, The Builders. His point: if AI gets a million times smarter than us, it's hard to see humans staying in charge. Comforting or terrifying? ๐Ÿ‘‡ #AI
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