Tesla Cybercab production lines are already running. Actual manufacturing and scaling are underway (not just prototypes). There will be a significant announcement that is related to GigaTexas scaling on July 7th. One week from today. Tesla is super confident about dominating operational cost dominance with Cybercab. Tesla will crush others with the lowest cost per ... Read more
Impulse Space has over a $1 billion raised and $4.26 valuation and has key SpaceX people like Tom Mueller. They will be selling in-space mobility as a service rather than hardware. They provide orbital transfer, last-mile delivery, hosting, deployment, and high-agility maneuvering after a launch vehicle separates the payload in LEO. Nextbigfuture covered Impulse in ... Read more
Tesla v14 Lite is being rolled out to FSD Hardware 3 customers. This gives most of the FSD 14 capability to older HW3 cars. They distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that ... Read more
You may not be able to predict the changes but at least accept that change has already happened. It will help save your investments. I review the Opus scale models and the Mythos scale model monetization and productivity impact in the article at this link. AI revenue beats all other revenue and all other profit. ... Read more
All that matters today for SpaceX and Tesla is the life and death battle to win AI. Every strategic move is URGENT. There is no time to wait years for robotaxi. Tesla and SpaceX must merge ASAP. There is more money and more gains from AI than anything else. The prize is thousands of trillions ... Read more
Spacex Starship 40 rolled out to Massey’s on June 23–24. It successfully completed an engine igniter test on June 24. Today, SpaceX has been doing multiple propellant loading cycles as part of the static fire campaign. There was an earlier attempt (or series of attempts) today that ended with detanking. Observers noted what looked like ... Read more
SpaceX recently completed the largest IPO ever, raising more than $85 billion and debuting at a ~$1.77 trillion valuation. Shares have since pulled back (a common post-IPO pattern, especially in volatile markets), but the raise was enormous. xAI is part of that story because of the earlier integration. FEb 2026, SpaceX acquired xAI and the ... Read more