Muskonomy
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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.
Muskonomy1,178,684 次观看 • 2 天前
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.
Muskonomy82,415 次观看 • 5 天前
🚨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
Muskonomy2,532,608 次观看 • 4 个月前
NEWS: Founders Fund holds SpaceX across nearly every fund it has raised and the lesson is to never bet against Elon, partner Trae Stephens says Asked how much venture capital needs the SpaceX IPO, Stephens says the exposure spans the firm's venture and growth funds, with "a ton of exposure for LPs," both its earliest backers and its newest. After 18 plus years holding the stock, his takeaway is blunt: "never bet against Elon. It's just a bad idea." The listing now turns nearly two decades of conviction into liquidity, with the gains ready to roll into whatever comes next.
Muskonomy23,661 次观看 • 2 天前
NEWS: Famous Dutch YouTuber Enzo Knol was testing Tesla FSD Supervised for the first time in the Netherlands when a car ran a red light directly into his path. FSD braked hard and avoided a T-bone collision. Tesla Europe reposted the clip. The Netherlands has driven over 10 million kilometers on FSD Supervised since becoming the first European country to receive approval on April 10, 2026. This happened during his very first FSD experience.
Muskonomy63,832 次观看 • 16 天前
🚨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.
Muskonomy348,373 次观看 • 4 个月前
NEWS: CNBC tests Grok AI inside a Tesla in NYC The video shows real world use of xAI Grok inside a Tesla, interacting while driving with Full Self Driving (Supervised). Tesla began rolling out Grok in vehicles in 2025 and this test highlights how AI assistants are starting to become part of the in car experience.
Muskonomy43,704 次观看 • 1 个月前
NEWS: Tesla launches "Semi Charging for Business" program with new Basecharger and Megacharger options. Businesses can now buy and install dedicated Tesla Semi chargers, with two options designed for different use cases: Basecharger - Built for overnight charging and longer dwell times • 125 kW charging speed • Adds up to 60% range in 4 hours • 180-1000 VDC voltage range • 6 meter cable for layout flexibility • Continuous output: 150 A • Size: 340 x 1200 x 2000 mm, 100 kg • Fully integrated design eliminates need for separate AC-to-DC cabinet • Up to 3 Basechargers can be daisy-chained on a single breaker • ~$40,000 for two units with services • Supports MCS 3.2, ISO15118-2, OCPI capable Megacharger - Built for fast top-ups and quick stops • 1.2 MW max output (shared by 2 posts) • 60% range top-up in 30 minutes • 0-1000 VDC voltage range • Up to 100m cabinet-to-post cable distance • >96% efficiency • ~$188,000 for a basic setup Tesla provides over-the-air updates, monitoring and 97% uptime. Deliveries begin early 2027 as Semi production ramps up in Nevada. This unlocks a major shift for trucking, letting depots transition to electric without major utility upgrades.
Muskonomy33,077 次观看 • 1 个月前