Future Stories

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

Melbourne, Florida, 30th June 2026, CyberNewswire

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

Traffic has rebounded sharply since the US-Iran MoU/deal around June 17–18, 2026, which eased the effective blockade and sanctions waivers. However, it remains volatile, below pre-war levels. Traffic has rebounded sharply since the US-Iran MoU/deal around June 17–18, 2026, which eased the effective blockade and sanctions waivers. However, it remains volatile, below pre-war levels June ... Read more

Gavin Baker described how in ~3 years (around 2028–2029), a bigger/bulkier iPhone with enough extra DRAM could run a pruned/distilled/quantized version of a frontier model like Gemini 5 (or Grok 4.x / ChatGPT equivalent) at 30–60 tokens per second on-device. This would be free, private, and good enough for most users. An enhanced future iPhone ... Read more

SpaceX + xAI + Tesla to WIN AGI Not Robotaxi. AGI supremacy. 2. Why merge at all? Because AI is WAY BIGGER than Robotaxi. Merging creates:$140B+ combined cash for AI spending Frictionless capital allocation (no board votes, no transfer pricing, no negotiations) One P&L, one balance sheet = Elon moves at max speed Peter Thiel ... Read more

DC, United States, 23rd June 2026, CyberNewswire

Starfall is SpaceX’s new uncrewed disk-shaped cargo return capsule (launched on its first demo flight today, June 23, 2026, aboard a Falcon 9). It is a flat, low-profile vehicle (~3.1 m diameter × 0.75 m tall) designed for rapid, high-volume return of up to ~1,000 kg of payload from orbit — especially for in-space manufacturing ... Read more

Today SpaceX deployed and demonstrated the Starfall low cost capsule return system. This a demo of a new vehicle that will enable affordable, routine access to the microgravity environment for scientific research and in-space manufacturing. After demonstrating controlled flight, the spacecraft will splash down in the Pacific Ocean Today’s mission includes a demo of a ... Read more

Practical podcast interview with Matt Pocock (AI engineering educator and creator of popular agent skills). The core message is that the model is important, but the harness (your skills/prompts/procedures + environment + workflow) matters just as much or more. XAI bought Cursor because it is a top level harness and they have the data and ... Read more

Cursor is training its own Opus-class model from scratch. They are no longer fine-tuned on open-source model like Kimi K2. This is a major step up in capability and independence. They are using the 10-20X compute provided by xAI and Colossus 2. In a few weeks the 1.5 trillion parameter coding model and harness. Then ... Read more

People are not super-excited about the SpaceX Starfall test tomorrow. This is a hockey puck shaped space vehicle that will be released from a Falcon 9 flight that goes to orbit or near orbit. It is a heat shield capsule that will hold about 1000 kg of payload and has some cold thrusters and parachutes ... Read more

Post-spacetime physics refers to the idea that our familiar 4D spacetime is not fundamental but emerges from deeper structures—whether geometric (fiber bundles, higher-dimensional manifolds), quantum (entanglement, information), or vacuum effects. Eric Weinstein’s Geometric Unity (GU) proposes a 14-dimensional geometric framework (involving a metric bundle over 4D spacetime) from which the Standard Model forces, gravity, and ... Read more

SpaceX is adding another $900 million of revenue in 2026 and $1.8 billion of revenue per year with another AI rental. This is with Reflection. It adds from July 2026 to 2029. This means $900 million more in 2026 and a runrate of $2.35 billion per month in Q4. $28 billion per year in 2027 ... Read more

Drone walls and layered short/medium/long-range droning have effectively recreated a modern version of trench attrition warfare, where large-scale land capture is extremely difficult and costly for near-peer adversaries. Only small, incremental gains have been seen in Ukraine. Countries that cannot match drone quantity and integration at scale risks failure or stalemate. Drone Walls and Layered ... Read more

In an interview of Elon Musk, Elon talks about getting greater than 10X the world economy in 10 years. What does this mean, if it were to happen. It means averaging 27% per year GDP growth but starting with a ramp in the first half. NOTE: in WW2, the USA had 18% gdp growth for ... Read more

Based upon oil flows Hormuz were 15-20% open at 3 to 4 mbpd last month (May) but yesterday 17 mbpd. This means Hormuz was 85% open. 17 mbpd is 85% of 20 mbpd. It was 20% open with complete opposition from Iran. And now it is 85% open. The ships know they are getting through. ... Read more

Starfall is explicitly designed for mass production (like Starlink satellites), so unit costs drop sharply with volume. It is tiny compared to a Starship upper stage (~2.1 t dry mass vs. ~85–100 t), with far simpler systems (no main propulsion, parachute landing, jettisonable shield). Here is a realistic BOM (Bill of Materials) breakdown and cost ... Read more

AI Gives a venture capital take of Anything anywhere delivery via Space rocket. 1hr global TAM for 2k lb / 5.6m³ container • Core TAM: $50B to 100B slice of ~$250B air cargo + $300B express for time-critical high-value goods (pharma, electronics, auto/aero parts, medical). • Expansion opportunity True global JIT slashes inventory costs across ... Read more

SpaceX will be proving out a key part of delivery from space or anywhere on earth in one hour anywhere. Starship flying then eject Starfalls. 50-100 per Starship. Reusable system delivers anywhere. No launch tower and no drone ship needed. Can also deliver people (military commandos first). Two of the last few pieces have been ... Read more

A new SpaceX vehicle will be demonstrated on Tuesday June 23 2026. It changes everything. SpaceX will be able to deliver anywhere on Earth. They can take anything up and down from space. This opens up multiple huge revenue streams. Deliver even without catch towers or drones ships. ANYWHERE. In future, variants will deliver people ... Read more

Elon exercised his remaining ~304 million Tesla options from the 2018 performance package. This was done via net share settlement — Tesla withheld ~17.5 million shares to cover the ~$7.1 billion exercise cost. No cash changed hands and no shares were sold on the open market. Elon’s Tesla ownership rose to roughly 19.9% (~20%), giving ... Read more

Luxembourg, Luxembourg, 19th June 2026, CyberNewswire

New York, USA, 19th June 2026, CyberNewswire

Insider Jason Calcanis said Anthropic stabbed Cursor in the back. Anthropic allegedly used massive Cursor user data/token consumption to train and improve their own internal coding capabilities (Claude Code or similar). They then restricted or cut off Cursor’s access to their models. This left Cursor in a terrible position. Negative gross margins (reported around -23%) ... Read more

SpaceX President Gwynne Shotwell launch roadmap for Starship • Flight 13: July • Flight 14: August. SpaceX intends to attempt a full orbital injection • Flying from cape canaveral • Post-Flight 14 Cadence: SpaceX plans to transition to an unprecedented launch rate of flying every single month for 2026 and then going to 100-200 launches ... Read more

Austin, TX, USA, 17th June 2026, CyberNewswire

London, United Kingdom, 17th June 2026, CyberNewswire

Gasoline futures for July are under $3 per gallon and Oil is $76 per barrel. AAA Gasoline prices are almost under $4 per gallon.

Elon Musk reached $1.4 trillion in net worth and this is more than the next five richest people in the world. In the age of AI and space 2025, 12 months ago is ancient history. In 2025, SpaceX was making $18.7 billion per year and only had a near monopoly in space payload puttin gup ... Read more

The AI race is shifting from who has the best model to who can actually deploy and access the most reliable gigawatts of compute at scale. In a recent All-In podcast episode, Chamath stated that a full 1 GW AI data center now costs around $100 billion to build. The Milk Road AI post you ... Read more

Forbes Real-Time Billionaires and Bloomberg listed Elon Musk at ~$1.3 / $1.27 trillion, with Larry Page (second) at ~$314 billion → ratio ≈ 4.04X richer. Bill Gates never reached 4X. He dominated the top spot for many years (roughly 13 consecutive years from ~1995–2007 per Forbes). The gap was smaller. In 1999, the ratio over ... Read more

SpaceX is more valuable than TSMC, Meta and is almost as valuable as Amazon. Tesla is the tenth most valuable company. The key for SpaceX to scale near term revenues and profits is with Artificial intelligence, Cursor AI compute revenue and AI data center rentals.

The valuation conversion from SpaceX to Echostar is being suppressed with the $5 billion short position and the fears from missing the June 1, 2026 debt payment of $183 million. This missed payment triggered a 30 day grace period. A few days ago, I had said that

There could be a deal between the USA and Iran. This would restore oil traffic over the next 30-60 days. The US has a southern route through Hormuz that has about 3-7 million barrels per day which is two to four large oil supertankers per day. US Energy Secretary Chris Wright said vessels under US ... Read more

Elon Says $1 Trillion Revenue for SpaceX in 2030 , this is like I have been projecting. SpaceX can get to $200 billion each for high speed internet. 400 million customers up from 12 million today. Adding at 1 million per month and in 2-4 months reach 1.5 million per month. They will need to ... Read more

SPACEXAI has five data center locations. Three sites for terrestrial data centers and the fourth is distributed AI with Tesla and the fifth is AI data centers in Space. Ground / Terrestrial: 3–5 GWThis is the bulk of the near-to-medium term capacity.Core Colossus Cluster (Memphis, TN + Southaven, MS) — ~2 GW near-term foundation Colossus ... Read more

Gustavo Ripa channel (a legitimate Uruguayan musician/guitarist with older albums like Calma from ~2010 and ~12K subscribers) is currently (June 14 2026) being used to host live streams about “Elon Musk’s First Trillion-Dollar Interview: SpaceX IPO & SPCX Target Price.” This guy has never had any live streams before and his first live stream is ... Read more

I have worked with Cern Basher to analyze Echostar. Full disclosure I own Echostar and SpaceX. Based upon this analysis, the value of SpaceX within Echostar works out to an implied price of $80-113 per share depending upon how the parts of Echostar are valued. Echostar has 266 million shares of SpaceX spread over 288 ... Read more

My, Brian Wang, analysis from weeks ago matches what Sequoia and Brad Gerstner, Altimeter Capital and Gavin Baker have said yesterday and today Sequoia capital Shaun Maguire says that, in his opinion, if you add the Anthropic and Google deals + Starlink growth, SpaceX could reach a ~$50B revenue run rate in Q4. BG2, Brad ... Read more

Alongside the launch of our H100 1-Click Rental Index, we wrote up what the GPU rental market actually looks like in early 2026, and the headline is that the spot market for compute has gone from "finally cooling off" in October to a hard squeeze again, in roughly five months.… pic.twitter.com/XayxYXWcZ6 — SemiAnalysis (@SemiAnalysis_) June ... Read more

SpaceX IPO is hours away. They will open up trading about about 11pm-noon EST. What else will be happening to SpaceX trading, unlock of share, index buying. What will matter more? The technology unlocks. SpaceX Starship working in as little as two months and delivering live V3 satellites. Sign up to talk to Brian Wang ... Read more

Why Analysts Are Getting SpaceX Wrong – Most analysts are feeling one part of the elephant understand space but not AI or understand neither – S1 (300-page F1) only covers through Q1 last year, predates the AI revenue pivot – Many still exclude the new AI contract revenue from 2026 projections – JPMorgan, Morgan Stanley, ... Read more

What must you know before the SpaceX IPO? What many supposed analysts do not understand? They do not understand the AI business. What businesses is SpaceX in and where are they leading? How valuable are those things and how quickly can they make more money? How much money is and can SpaceX make renting out ... Read more

Torrance, United States / California, 11th June 2026, CyberNewswire

SpaceX was going to launch about 5,000 to 8,000 Version 3 communications satellites in 2027 and then another 20,000 Version 3 communication satellites in 2028. This was the old plan until it was confirmed that AI data centers in space would work and would be easier to build. They are raising $75 billion or may ... Read more

Forbes ranks Elon Musk as the first trillionaire ever. He is over triple the net worth of Larry Page who is second place. It is rare for whoever is richest to triple second place. IF SpaceX runs during the IPO on Friday and after then Elon will race to $1.5 trillion or even $2 trillion ... Read more

Washington D.C., USA, 10th June 2026, CyberNewswire

Anthropoic released Claude Fable 5 – A Mythos Class Model. It is a step up in many ways. It seens to be stepping up innovative science improvement. It still feels like very solid incremental improvements but not breaking away yet. But feeling like we are getting closer. It is expensive to run it. Introducing Claude ... Read more

New York, United States, 9th June 2026, TechnologyWire

Elon and SpaceX are targeting 1000 starship launches in 2028 and 3000 in 2029 and 8000 in 2030. Elon talked about rough general goals for AI data center in space 1 GW next year, 10 GW in 2028, 100 GW in 2029 the plan and rough goals they are working towards. This is aggressive because ... Read more

SpaceX and XAI have what all of the hyperscalers and AI giants need. They have ai data centers that have been built with the energy, chips and memory that others are bidding up to get so they can have data centers in 2-4 years. Paying SpaceX lets them make money now. SpaceX also is able ... Read more

SpaceX has more annualized cloud revenue than Google and is will run ahead of Amazon AI for AI cloud revenue. SpaceXAI has 20% of all active and completed AI data centers in the past two years. The lead in AI Cloud revenue is a $26 billion runrate from the Anthropic and Google deals. This is ... Read more

CEO Blue Origin Dave Limp gives LC-36 updates. Now that they’ve had access to the pad and integration facility they can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower ... Read more

Morningstar ignores SpaceX largest current business and vastly underestimates all of its future businesses. They come up with a valuation only half of the IPO and even achieving AI data centers in space is not worth the full IPO valuation. They value an AI data center in space scenario as only worth $1.3 trillion. The ... Read more

Miami Beach, FL, USA, 2nd June 2026, CyberNewswire

Rome, Italy, 1st June 2026, CyberNewswire