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NEWS: Tesla's fleet has now driven 12 billion miles on Full Self-Driving The count passed 12 billion this week, just a month after hitting 11 billion on June 9. About 4.5 billion of those miles were on city streets. The pace is speeding up fast. The fleet now adds around 30 million miles a day, up from 14 million a day at the start of the year. Each new billion is arriving quicker than the last. Why this number matters. Elon Musk has said Tesla needs roughly 10 billion miles of real driving data to make self-driving safe enough to run unsupervised. The fleet is now well past that and the data trains the system to handle rare, tricky situations. Tesla's own safety report says cars on FSD have one major crash every 5.3 million miles, versus one every 660,000 for the average US driver. FSD is still a supervised system. The driver has to stay attentive and ready to take over. (Source: Tesla FSD Safety Report, July 17)

NEWS: Tesla's fleet has now driven 12 billion miles on Full Self-Driving The count passed 12 billion this week, just a month after hitting 11 billion on June 9. About 4.5 billion of those miles were on city streets. The pace is speeding up fast. The fleet now adds around 30 million miles a day, up from 14 million a day at the start of the year. Each new billion is arriving quicker than the last. Why this number matters. Elon Musk has said Tesla needs roughly 10 billion miles of real driving data to make self-driving safe enough to run unsupervised. The fleet is now well past that and the data trains the system to handle rare, tricky situations. Tesla's own safety report says cars on FSD have one major crash every 5.3 million miles, versus one every 660,000 for the average US driver. FSD is still a supervised system. The driver has to stay attentive and ready to take over. (Source: Tesla FSD Safety Report, July 17)

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NEWS: Elon Musk rejects the far right label in an exchange with The Economist "I support the normal people. What you call the far right, falsely." He challenged the interviewer to say what is extreme about 3 positions. "Here are the principles and tell me which of these sound terrible. That we should have secure borders, that we should have safe cities, that we should have sensible spending. Which of those three are far right fringe?" Elon then turned on the framing itself. "I would like to just admonish you and the media for the absurd characterization of the far right. It is false and misleading and nonsense." He asked that the exchange survive the edit. "Please keep this part in." Elon said the same speeches get judged by who delivered them, describing a habit of reading Obama and Clinton speeches to people and telling them Trump said it. He named Rupert Lowe as an example of who he means by normal people. (Source: The Economist, July 2026)

NEWS: Elon Musk rejects the far right label in an exchange with The Economist "I support the normal people. What you call the far right, falsely." He challenged the interviewer to say what is extreme about 3 positions. "Here are the principles and tell me which of these sound terrible. That we should have secure borders, that we should have safe cities, that we should have sensible spending. Which of those three are far right fringe?" Elon then turned on the framing itself. "I would like to just admonish you and the media for the absurd characterization of the far right. It is false and misleading and nonsense." He asked that the exchange survive the edit. "Please keep this part in." Elon said the same speeches get judged by who delivered them, describing a habit of reading Obama and Clinton speeches to people and telling them Trump said it. He named Rupert Lowe as an example of who he means by normal people. (Source: The Economist, July 2026)

9,261,258 views • 5 days ago

JUST IN: Elon Musk on AI acceleration "If you can't beat them, join them." 👀 Elon says every attempt he made to slow AI ended up speeding it up "The only thing we can try to do is minimize the probability of the bad outcome." He declined to work on AI for years, then founded OpenAI as a counterweight to Google when Google had close to a monopoly on the field. Anthropic later spun out of OpenAI. "These actions have actually resulted in knock-on effects that accelerated AI, which wasn't really my intention." His conclusion is that all roads lead to acceleration, leaving 2 options. Be sad about it or join the club. (Source: The Economist, July 2026)

JUST IN: Elon Musk on AI acceleration "If you can't beat them, join them." 👀 Elon says every attempt he made to slow AI ended up speeding it up "The only thing we can try to do is minimize the probability of the bad outcome." He declined to work on AI for years, then founded OpenAI as a counterweight to Google when Google had close to a monopoly on the field. Anthropic later spun out of OpenAI. "These actions have actually resulted in knock-on effects that accelerated AI, which wasn't really my intention." His conclusion is that all roads lead to acceleration, leaving 2 options. Be sad about it or join the club. (Source: The Economist, July 2026)

776,938 views • 5 days ago

NEWS: Billionaire investor Ron Baron has placed a $1 billion order for SpaceX IPO shares and says he is not selling in his lifetime. Baron, the founder and CEO of Baron Capital, laid out his case on a client call. His firm has put about $2 billion into SpaceX across 27 employee tender rounds since 2017, a position now worth roughly $15 billion after compounding at 54% per year. He believes SpaceX, coming public at under $2 trillion, will reach $10 trillion to $30 trillion within 10 to 15 years and become the largest, most profitable company on the planet. People inside the company tell him he is lowballing it. On Starlink alone, Baron projects 300 million subscribers and about $1 trillion in annual revenue within a decade, making it worth around $14 trillion on its own.

NEWS: Billionaire investor Ron Baron has placed a $1 billion order for SpaceX IPO shares and says he is not selling in his lifetime. Baron, the founder and CEO of Baron Capital, laid out his case on a client call. His firm has put about $2 billion into SpaceX across 27 employee tender rounds since 2017, a position now worth roughly $15 billion after compounding at 54% per year. He believes SpaceX, coming public at under $2 trillion, will reach $10 trillion to $30 trillion within 10 to 15 years and become the largest, most profitable company on the planet. People inside the company tell him he is lowballing it. On Starlink alone, Baron projects 300 million subscribers and about $1 trillion in annual revenue within a decade, making it worth around $14 trillion on its own.

1,285,371 views • 1 month ago

JUST IN: AI will exceed the sum of human intelligence in around 5 years, Elon Musk says Musk gave the timeline in a new interview with The Economist and said the most likely outcome is an age of amazing abundance where anyone can have anything they can think of. "There really won't be anything that AI can't do better than humans." He put down a marker for people to check against. 2026 now, see where things stand in 2036. The main thing he named that could derail it is a global war. (Source: The Economist, July 2026)

JUST IN: AI will exceed the sum of human intelligence in around 5 years, Elon Musk says Musk gave the timeline in a new interview with The Economist and said the most likely outcome is an age of amazing abundance where anyone can have anything they can think of. "There really won't be anything that AI can't do better than humans." He put down a marker for people to check against. 2026 now, see where things stand in 2036. The main thing he named that could derail it is a global war. (Source: The Economist, July 2026)

82,230 views • 5 days ago

🚨NEWS: BlackRock CEO praises Tesla’s long term returns He said since Tesla went public, Elon delivered a 43% yearly compounded return. BlackRock delivered 21% in the same period He added pension funds and investors who backed Tesla early saw “spectacular” growth He said few companies at Tesla’s size have ever produced returns like this

🚨NEWS: BlackRock CEO praises Tesla’s long term returns He said since Tesla went public, Elon delivered a 43% yearly compounded return. BlackRock delivered 21% in the same period He added pension funds and investors who backed Tesla early saw “spectacular” growth He said few companies at Tesla’s size have ever produced returns like this

2,533,332 views • 6 months ago

🚨BREAKING: Tesla’s Optimus is aiming for a $20,000 price tag cheaper than a year of human wages. Would you hire a robot at that price?

🚨BREAKING: Tesla’s Optimus is aiming for a $20,000 price tag cheaper than a year of human wages. Would you hire a robot at that price?

6,264,389 views • 1 year ago

"Mars is just the next step." ~ elonmusk

"Mars is just the next step." ~ elonmusk

2,049,804 views • 10 months ago

Who survived China’s wild autopilot test? 👀 36 cars from Tesla, Huawei, BYD and more Highways shut down, insane crash scenarios, even a robotic wild boar 🐗 Only Tesla Model 3 and X passed them all

Who survived China’s wild autopilot test? 👀 36 cars from Tesla, Huawei, BYD and more Highways shut down, insane crash scenarios, even a robotic wild boar 🐗 Only Tesla Model 3 and X passed them all

1,992,298 views • 11 months ago

NEWS: Tesla has built an automated cleaning robot into its Austin Robotaxi Hub, a state permit shows Texas permit TABS2025022006 lists a cleaning robot directly in its scope of work. It sits alongside Supercharger cabinets and an equipment inspection system. The hub finished construction in March. The permit is now closed. Tesla teased this system in early 2025. It is a robotic arm with swappable attachments that vacuums seats and floors, wipes the touchscreen and even grabs items riders leave behind. This solves a real robotaxi problem. A driverless fleet has no driver to clean the car between rides. The cleaning robot is one piece of a fully automated hub. Cars return, get inspected, recharge and get cleaned without a person involved. The car drives itself. Now the hub cleans itself.

NEWS: Tesla has built an automated cleaning robot into its Austin Robotaxi Hub, a state permit shows Texas permit TABS2025022006 lists a cleaning robot directly in its scope of work. It sits alongside Supercharger cabinets and an equipment inspection system. The hub finished construction in March. The permit is now closed. Tesla teased this system in early 2025. It is a robotic arm with swappable attachments that vacuums seats and floors, wipes the touchscreen and even grabs items riders leave behind. This solves a real robotaxi problem. A driverless fleet has no driver to clean the car between rides. The cleaning robot is one piece of a fully automated hub. Cars return, get inspected, recharge and get cleaned without a person involved. The car drives itself. Now the hub cleans itself.

91,243 views • 17 days ago

NEWS: SpaceX just made its AI space computer 67% more powerful, Elon Musk says The satellite is called AI1. It is basically a data center that floats in space and runs on sunlight instead of the power grid. Musk says its peak power is going up to ~250 kW, from 150 kW. Its average power is going up to 160 kW, from 120 kW. Why the boost. A single Nvidia Rubin NVL72 rack, 72 of Nvidia's newest AI chips, needs that much power to run. The bigger number means one AI1 can now handle a full rack. Musk's reasoning is simple. A GPU running all day uses about two-thirds of its peak power, even when it is very efficient. So the satellite has to be built for the peak. AI1 works with chips from any maker, not just Nvidia. SpaceX has filed to launch up to 1 million of these satellites. (Source: Elon Musk on X, July 16)

NEWS: SpaceX just made its AI space computer 67% more powerful, Elon Musk says The satellite is called AI1. It is basically a data center that floats in space and runs on sunlight instead of the power grid. Musk says its peak power is going up to ~250 kW, from 150 kW. Its average power is going up to 160 kW, from 120 kW. Why the boost. A single Nvidia Rubin NVL72 rack, 72 of Nvidia's newest AI chips, needs that much power to run. The bigger number means one AI1 can now handle a full rack. Musk's reasoning is simple. A GPU running all day uses about two-thirds of its peak power, even when it is very efficient. So the satellite has to be built for the peak. AI1 works with chips from any maker, not just Nvidia. SpaceX has filed to launch up to 1 million of these satellites. (Source: Elon Musk on X, July 16)

56,009 views • 12 days ago

JUST IN: Elon Musk lays out why SpaceX is going public, in a live conversation with JPMorgan CEO Jamie Dimon

JUST IN: Elon Musk lays out why SpaceX is going public, in a live conversation with JPMorgan CEO Jamie Dimon

210,555 views • 1 month ago

NEWS: A Tesla Model Y driver having a heart attack survived because his son remotely rerouted the car to a hospital using FSD Supervised. The driver felt chest pain mid-drive and called his son. His son guided the car through the Tesla app to the nearest hospital. He also called the hospital so ER staff were waiting on arrival. Doctors later said the quick reroute likely saved his life. Tesla shared the story on its official North America account. FSD Supervised drives the car while requiring the human driver to stay attentive.

NEWS: A Tesla Model Y driver having a heart attack survived because his son remotely rerouted the car to a hospital using FSD Supervised. The driver felt chest pain mid-drive and called his son. His son guided the car through the Tesla app to the nearest hospital. He also called the hospital so ER staff were waiting on arrival. Doctors later said the quick reroute likely saved his life. Tesla shared the story on its official North America account. FSD Supervised drives the car while requiring the human driver to stay attentive.

146,167 views • 1 month ago

NEWS: SpaceX puts payloads into orbit for about $1,000 per kilogram, roughly 20x cheaper than the industry, Morgan Stanley's Adam Jonas says The industry average runs close to $20,000 per kilogram. Adam Jonas, Morgan Stanley's global embodied AI and robotics strategist, laid out the model on CNBC. He says SpaceX is simpler to model than people expect. Three businesses stack on each other. Launch buys pole position, which Jonas calls real estate in low Earth orbit. That position made Starlink possible. Starlink runs near 50% margins and throws off the cash. The third leg is AI, which barely existed a year ago. Jonas models it as revenue per watt. Then comes the bill. He models close to $700 billion of outside funding, about $84 billion a year, with SpaceX not cash flow positive for roughly a decade. Jonas did not soften the risks. He told viewers to expect an anomaly, an explosion and a very bad day for the stock. He named adversaries in orbit, space debris, AI competition and key man risk. On whether the engineering is the hard part, Jonas said "I'm tempted to say it's not rocket science, but it actually is." Fun fact. Jonas met Elon Musk in 2008, at SpaceX. He has said the meeting rewired him. He then spent 17 more years covering cars, built his name on Tesla and walked away from autos in 2025. 18 years after that first meeting, the company that rewired him is the one he now covers. (Source: Adam Jonas on CNBC, July 8)

NEWS: SpaceX puts payloads into orbit for about $1,000 per kilogram, roughly 20x cheaper than the industry, Morgan Stanley's Adam Jonas says The industry average runs close to $20,000 per kilogram. Adam Jonas, Morgan Stanley's global embodied AI and robotics strategist, laid out the model on CNBC. He says SpaceX is simpler to model than people expect. Three businesses stack on each other. Launch buys pole position, which Jonas calls real estate in low Earth orbit. That position made Starlink possible. Starlink runs near 50% margins and throws off the cash. The third leg is AI, which barely existed a year ago. Jonas models it as revenue per watt. Then comes the bill. He models close to $700 billion of outside funding, about $84 billion a year, with SpaceX not cash flow positive for roughly a decade. Jonas did not soften the risks. He told viewers to expect an anomaly, an explosion and a very bad day for the stock. He named adversaries in orbit, space debris, AI competition and key man risk. On whether the engineering is the hard part, Jonas said "I'm tempted to say it's not rocket science, but it actually is." Fun fact. Jonas met Elon Musk in 2008, at SpaceX. He has said the meeting rewired him. He then spent 17 more years covering cars, built his name on Tesla and walked away from autos in 2025. 18 years after that first meeting, the company that rewired him is the one he now covers. (Source: Adam Jonas on CNBC, July 8)

72,213 views • 20 days ago

🚨NEWS: Uber co-founder says Tesla is the “Google of Physical AI” Travis Kalanick says Tesla dominates across AI, manufacturing, energy and real world systems

🚨NEWS: Uber co-founder says Tesla is the “Google of Physical AI” Travis Kalanick says Tesla dominates across AI, manufacturing, energy and real world systems

446,449 views • 4 months ago

🚨 Andreessen Horowitz (a16z): “Elon has this Tesla Optimus robot he’s building… robotics is going to be the biggest industry on the planet.” Do you agree? Is Optimus the next trillion-dollar play? 🤖 $TSLA

🚨 Andreessen Horowitz (a16z): “Elon has this Tesla Optimus robot he’s building… robotics is going to be the biggest industry on the planet.” Do you agree? Is Optimus the next trillion-dollar play? 🤖 $TSLA

1,135,753 views • 1 year ago

NEWS: Anthropic is paying SpaceX about $15 billion a year for AI compute, longtime SpaceX backer Ron Baron told CNBC. That's $1.25 billion every month through May 2029. Anthropic uses SpaceX's Colossus supercomputer near Memphis. The deal was first disclosed in SpaceX's IPO filing in May. It could bring SpaceX over $40 billion in total revenue. SpaceX booked $18.7 billion in revenue in all of 2025.

NEWS: Anthropic is paying SpaceX about $15 billion a year for AI compute, longtime SpaceX backer Ron Baron told CNBC. That's $1.25 billion every month through May 2029. Anthropic uses SpaceX's Colossus supercomputer near Memphis. The deal was first disclosed in SpaceX's IPO filing in May. It could bring SpaceX over $40 billion in total revenue. SpaceX booked $18.7 billion in revenue in all of 2025.

123,751 views • 1 month ago

🚨NEWS: Tesla’s VP of Vehicle Engineering Lars Moravy tells U.S. Senate no one has ever taken control of a Tesla He explained Tesla’s driving controls sit in a core embedded layer that cannot be accessed from outside, firmware needs a “two-person key” approval to install, and Tesla actively pays hackers to try to break into its cars to stay ahead on cybersecurity.

🚨NEWS: Tesla’s VP of Vehicle Engineering Lars Moravy tells U.S. Senate no one has ever taken control of a Tesla He explained Tesla’s driving controls sit in a core embedded layer that cannot be accessed from outside, firmware needs a “two-person key” approval to install, and Tesla actively pays hackers to try to break into its cars to stay ahead on cybersecurity.

348,600 views • 5 months ago

“Musk won’t launch Robotaxi before 2027. If he does, I’ll shave my head.” – Marques Brownlee Well... it’s 2025. Everyone start tagging MKBHD 👀

“Musk won’t launch Robotaxi before 2027. If he does, I’ll shave my head.” – Marques Brownlee Well... it’s 2025. Everyone start tagging MKBHD 👀

673,426 views • 1 year ago

NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video. Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing. SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA. Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit. V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch. On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers. Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.

NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video. Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing. SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA. Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit. V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch. On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers. Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.

83,171 views • 1 month ago

NEWS: SpaceX has detailed Starmind, its plan for up to 1 million AI compute satellites in orbit, on a new website. Starmind moves AI data centers into space. Each satellite runs AI compute in orbit and beams results to Earth through Starlink lasers. The satellites draw constant solar power and cool for free in the vacuum. SpaceX filed that plan with the FCC in January. The first satellite, AI1, carries 150 kW of peak compute and spans 70 meters. Starship will carry 30 to 50 AI1 satellites per launch. SpaceX will build them at a new Gigasat factory in Bastrop, Texas. The AI chips come from a planned SpaceX and Tesla fab called Terafab. Two prototypes target early 2027, with thousands of satellites from late 2027.

NEWS: SpaceX has detailed Starmind, its plan for up to 1 million AI compute satellites in orbit, on a new website. Starmind moves AI data centers into space. Each satellite runs AI compute in orbit and beams results to Earth through Starlink lasers. The satellites draw constant solar power and cool for free in the vacuum. SpaceX filed that plan with the FCC in January. The first satellite, AI1, carries 150 kW of peak compute and spans 70 meters. Starship will carry 30 to 50 AI1 satellites per launch. SpaceX will build them at a new Gigasat factory in Bastrop, Texas. The AI chips come from a planned SpaceX and Tesla fab called Terafab. Two prototypes target early 2027, with thousands of satellites from late 2027.

26,275 views • 19 days ago