
Alex R
@AlJR86 • 3,457 subscribers
Tesla owner and $TSLA and $SPCX shareholder. News and numbers on Tesla, SpaceX and XAi in a single easy-to-read feed.
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SpaceX put a roof on its Starship launch tower, and it's there because of Friday's ship catch. When Starship comes home, it falls belly-first, then flips upright and fires its Raptors to slow down right next to the tower. That burn can throw exhaust at the top of the tower, which is where the cables that move the chopstick arms run. So the Pad 2 tower got a roof covered in protective cladding. It went on late in construction, and SpaceX plans to add one to the Pad 1 tower too. The arms changed as well. They're two full truss sections shorter than the originals, because Boosters 12, 14 and 15 were all caught on the inner part of the arms, close to the tower. The outer end never got used. The old ship lifting pins are gone too, since Block 3 ships don't get lifted that way anymore, and Pad 2 uses electromechanical actuators. Then there's the quick disconnect arm, which is stronger on Pad 2. After a catch, the ship still has leftover super-cold propellant on board. This arm swings in and plugs into the ship so it can be drained before anyone inspects it or flies it again. SpaceX already rehearsed this with Ship 42, the Flight 15 ship, back in September. Flight 15 is targeting Friday, Nov 13, if the FAA signs off. If it goes to plan, this tower catches its first Starship.
Alex R93,218 views • 2 days ago

Elon put a number on the "rent out your Tesla's computer" idea about a year ago: $100 or $200 a month, with your consent, while the car sits in the garage at night. That was at Tesla's Nov 6, 2025 shareholder meeting. Exact words: "Do you want your car to earn money for you while it's sitting in your garage at night? I don't know. We'll pay $100 a month or $200 a month or whatever the right number is. If you allow Tesla to do AI inference workloads when you're not using your car." The idea is older. On the April 2024 earnings call he compared it to AWS: cars idle most of the week, Tesla already paid for the inference hardware, so use it when the car is not moving. Ashok Elluswamy talked about batch AI jobs. CFO Vaibhav Taneja only said owners might get "a small profit… maybe." No dollar figure then. He repeated the same scale math on the Oct 22, 2025 earnings call, joking that AI5 might leave cars "bored," and that idle cars could form a "giant distributed inference fleet." His planning figure is 100 million cars times about 1 kilowatt of inference each, which is 100 gigawatts of distributed compute with power conversion and cooling already in the vehicle. He posted a similar 100 GW fleet-AI number on X in June 2024. There is still no product, app toggle, or payout program. What that could mean for an owner, using his numbers and a few estimates: Power: at 1 kW for 8 hours overnight, the computer uses about 8 kWh. On a 60 to 75 kWh pack that is roughly 11 to 13% of the battery if it came from the pack. Elon said on the 2024 call you could run 10 hours, use 10 kWh, and it would not be a big deal on a 50 to 60 kWh pack, plugged in or not. Electricity: EIA's US residential average is about 18 cents per kWh in 2026 so far (17.23 cents for full-year 2025). Eight kWh a night is about $1.44 a day, or around $43 a month. Cheap overnight rates near half that land closer to $20 a month. If Tesla really paid $100 to $200, you would clear roughly $57 to $157 a month after average-rate power, before any other costs. That only works if you get the full payout and you are the one buying the kilowatt-hours. Battery wear: if the car is plugged in, the wall supplies the energy, so you are not cycling the traction pack for the job. What remains is calendar aging (time, state of charge, heat). Extra heat from a hardworking computer could nudge that a bit. Unplugged nightly drains would add real cycle wear. Tesla has not said how warranty would treat this. Computer wear: continuous use raises chip temperature. Automotive silicon is built for harsh conditions, but Tesla has not published any warranty language for always-on inference work. Would you actually make money? Against cloud GPUs, a car is not an H100 (those rent for a few dollars an hour). Tesla's pitch is cheap specialized inference with power and cooling already paid for. If Tesla can sell that car-hour of work for even a modest wholesale rate, a $100 to $200 owner share can pencil while Tesla keeps a cut. Until there is a real opt-in screen and a real rate card, the $100 to $200 is one range Elon gave at one shareholder meeting. Video: Tesla, audio from Tesla's 2025 shareholder meeting
Alex R165,370 views • 3 days ago

Tesla's Optimus factory at Giga Texas is close to 60% framed, and new drone footage shows how big it is. The building • It's a purpose-built, high-volume Optimus plant on the Giga Texas North Campus, per Joe Tegtmeyer 🚀 🤠🛸😎 • It runs about 3,500 ft long and covers several million sq ft • Long-term capacity: about 10 million robots a year (Gen 4) Today's progress • Joe Tegtmeyer 🚀 🤠🛸😎 flew it this morning and posted at 10:51am ET (7:51am PT) • Steel on the main structure is nearing 60% assembled • The larger roof sections now have concrete slurry, insulation and weatherproof membrane • On the east side, crews are adding cross-beams and perimeter columns, tied to the main structure with roof trusses How it fits • Fremont has the pilot line, sized for about 1 million robots a year and in early Gen 3 production • Texas is the volume plant. Production is targeted for late 2027 or early 2028 At full output this one building is meant to make 10 times what Fremont can. Video: Joe Tegtmeyer 🚀 🤠🛸😎
Alex R179,891 views • 10 days ago

Supercharged Daily has been rebuilt with live trackers for Tesla, SpaceX and xAI What's on the site now: Software Update Tracker with the latest release and where it's rolling out FSD Europe tracker showing which countries have approval Starship flight tracker with a live countdown to the next launch Cybercab Tracker Live news feed with every headline sourced Launch and earnings calendar Free phone wallpapers Weekly TSLA poll: up or down by Friday's close Free newsletter every Sunday
Alex R13,478 views • 1 month ago
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