All in $SPCX 🚀 | Model 3 owner & FSD fan | Daily SpaceX & Tesla news | Tesla referral: https://xitter-newx.xyz-mikolabs.workers.dev/t.co/ZSqzLj38t0
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Went from 50/50 to ALL IN $SPCX. 🚀
Retirement + Robinhood, 100% SpaceX.
Launch. Starlink. AI compute. One company, the whole future.
Daily SpaceX & Tesla news from a Model 3 FSD owner. Follow along. Ride or die. 🤘
The AI race isn't measured in GPUs bought. It's measured in GPUs actually working.
1️⃣ Elon says SpaceX takes about 2 months, working 24/7, to get a big cluster running reliably
2️⃣ His guess for everyone else is closer to 6 months
3️⃣ 6 ÷ 2 = 3x faster from delivery to useful compute
4️⃣ He says SpaceX has a chance at "about half the GW next year of actually usable compute"
That's why Anthropic rented from SpaceX in the first place. Speed is the moat.
$SPCX
SpaceX has a chance of going about half the GW next year of actually usable compute.
“Actually usable” is an important metric. It takes us ~2 months working 24/7 to get a large compute cluster working reliably. I’d guess closer to 6 months for others.
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Elon just called Anthropic's bluff in 17 words.
1️⃣ The deal was always cancellable: locked until Jan and Mar 2027, then 90 days' notice
2️⃣ Elon says SpaceX would be "happy to take the compute back"
3️⃣ Then he says he thinks "the opposite is going to happen," meaning Anthropic ends up wanting more
A landlord only says "take it or leave it" when there's a line out the door.
$SPCX
We would be happy to take the compute back. No problem.
But I think the opposite is going to happen.
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"Anthropic won't extend SpaceX" isn't a bombshell. It's a clause that's been in the S-1 since October.
1️⃣ The $120.5B was always "up to," locked in only until Jan and Mar 2027
2️⃣ After that, either side can walk with 90 days' notice. Mid-2027 is just that clause
3️⃣ Anthropic's filing shows about $900B in total compute commitments. They're not done buying
4️⃣ Even Jukan's own follow-up says they underestimated demand and want to book more capacity, not less
Demand isn't leaving. At most the landlord changes, and SpaceX still owns the GPUs
$SPCX
Interesting remarks Anthropic made in a meeting with the sell side:
- Anthropic has the stability and the better talent that open source lacks.
- The AI market is winner take all. As long as we execute properly, we will take all of it.
- The contract with SpaceX will not be extended beyond the middle of next year.
- Developing Opus 5.5 cost more than $10 billion.
Readers added context they thought people might want to know
The remarks are unverified second-hand notes from a Barclays analyst call on Anthropic meetings, not official statements. Poster corrected $10B cost to full Claude 5.5 family; filings show SpaceX deals extend to 2029 but terminable after early 2027 on 90 days notice.
x.com/jukan05/status…
fourweekmba.com/ai-anthropics-…
sec.gov/Archives/edgar…
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Wall Street thinks Friday is a rocket test. It's really a Starlink capacity unlock.
1️⃣ Only 26 Starlink V3s are in orbit today, all from Flight 14
2️⃣ Shotwell says customers "really feel" V3 after a few hundred. Call it 300
3️⃣ At 26 per flight: 300 ÷ 26 = about 12 Starship flights
4️⃣ Expendable ships can't fly 12 times fast. Caught ships can
Starlink doesn't need more demand. It needs a rocket that comes home. Friday it will try.
$SPCX
Super Heavy moved to the launch pad at Starbase. Booster 22 is the first Super Heavy V3 booster planned to return to the launch site for catch and was used for final catch testing upon arrival, including a suspended squeeze test at catch height
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Starlink Mini 2 just killed the greatest vacation excuse ever invented.
Swappable battery, up to 4.5 hours per charge, and thinner than the original.
Your campsite now has better internet than your office.
$SPCX
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The next phone carrier won't sell you minutes. It'll sell you AI.
1️⃣ Elon says 1,000x more future traffic will be AI talking to AI
2️⃣ Today's cell towers are mostly dumb radios that just pass data along
3️⃣ SpaceX wants towers and Starlink satellites to run the AI, not just carry it
Phone carriers own the pipes.
SpaceX is building the brain.
$SPCX
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
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SpaceX isn't buying solar cells for its satellites. It's building the factory.
1️⃣ First line from SINGULUS: over €60M, arriving H1 2027
2️⃣ That one order beats SINGULUS's entire 2025 revenue (€48.3M)
3️⃣ Elon says the full order is 100 GW a year of equipment for Starmind
Everyone else rents the supply chain. SpaceX owns it.
$SPCX
SpaceX has ordered 100 GW/year of HJT solar manufacturing equipment from Singulus in Germany.
This is for Starmind to create a sentient sun.
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The whole Robotaxi pitch in one video: a ride so boring you put music on and zone out.
Boring is the product. Boring scales.
$TSLA
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Most people still think xAI is a chatbot bolted onto a rocket company. Inside SpaceX it's already the best quality inspector on the floor.
1️⃣ Human reviewers catch about 94% of debris in borescope video, so about 60 misses per 1,000
2️⃣ Grok reviewing the same video: 99.9%, so about 1 miss per 1,000
3️⃣ 60 vs 1 is about 60x fewer missed pieces inside rocket hardware
4️⃣ SpaceX has also automated visual checks on Starlink terminals, and says tasks that took hours to days now take seconds to minutes
Everyone's debating what Grok will earn someday. SpaceX is already using it to keep debris out of rocket engines today.
$SPCX
SpaceX VP of Launch @TurkeyBeaver says Grok is now helping them identify foreign object debris in aerospace parts, and that Grok (99.9%) is better at it than humans (94%).
"We’ve automated being able to detect FOD. We’ll have an inspector go in and borescope a tube, and we find that humans are about 94% perfect (at) finding a piece of it. Grok analyzing the same video is 99.9% perfect."
Full article: arstechnica.com/space/2026/1…
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$10T isn't a net worth joke. It's a roadmap.
Starlink pays the bills.
Starship makes launch cheap.
Orbital compute turns both into the biggest AI business on Earth.
The haters are measuring the man. Measure the machine.
$SPCX
SpaceX didn't pivot to AI. It was building an AI company the whole time.
Starlink's job is moving massive amounts of data across thousands of satellites and down to the ground.
Training superintelligence is moving massive amounts of data across hundreds of thousands of GPUs.
Same problem. One company already solved it at planet scale.
That’s not a side bet thats the moat.
$SPCX
Turns out that the Starlink software, built for managing the movement of vast amounts of data through space and to the ground, is also very well suited to training super intelligence
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The Robotaxi map isn't growing. It's compounding.
1️⃣ Austin went from about 272 to 443 sq mi today, up 63%
2️⃣ San Antonio launched at about 275 sq mi, already bigger than Houston's 254
3️⃣ That makes 8 cities and about 1,277 sq mi, all unsupervised
Every square mile added is a square mile Cybercab can earn in.
$TSLA
Updated @Tesla Robotaxi geofence sizes (in square miles):
• Austin: 443 (63% increase today)
• San Antonio: ~275 (New city launch today)
• Houston: 254
• Fort Worth: 143
• Dallas: 81
• Miami: 31
• Orlando: 26
• Tampa: 24
All of these areas are fully autonomous/unsupervised robotaxis only.
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Tesla isn't buying solar. It's going to make all of it, from raw silicon to finished panel, in Texas.
1️⃣ $10B factory: ingots, wafers, cells and panels under one roof
2️⃣ Texas estimates about $107B in GDP impact, roughly 10x the build cost
3️⃣ About 9,700 permanent jobs planned
4️⃣ Commercial production starts Q1 2029
Every Megapack, Cybercab depot and data center needs power. Tesla just decided to own the source.
$SPCX
Tesla has officially started construction of its massive new $10 billion solar manufacturing facility near Houston, Texas!
Construction is expected to finish in 2028, with commercial operations starting in Q1 2029. Total direct and indirect economic impact of the project is estimated to generate ~$6.4B in state and local taxes, and increase State of Texas GDP by ~$107 billion.
The factory will be a vertically integrated solar manufacturing facility, and it'll include:
• Wafer Manufacturing
• Ingot Manufacturing
• Coating
• Metallization and Printing Lines
• Cell Testing and QC
• Automation and Material Handling
• Cleanroom and Production Support
• Site Infrastructure
• Chemical Storage and Delivery
• Utility Infrastructure
• Environmental and Safety Systems
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SpaceX isn't asking you to believe in 2x.
Elon is targeting 5x in 12 months, at $100B scale.
1️⃣ Q3 revenue was $14.6B, about $58B annualized
2️⃣ Elon's targets: over $100B run rate in Dec 2026, over $500B by Dec 2027
3️⃣ $100B to $500B in 12 months is about 14% growth every single month
4️⃣ $500B a year is $125B a quarter, about 8.6x the quarter SpaceX just reported
Most companies never grow 14% in a year. SpaceX is aiming for 14% a month. That’s the bet, $SPCX
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Building cheaper is one advantage.
Selling scarce compute at a premium is another.
If Deutsche Bank’s thesis plays out, SpaceX gets both.
That’s a margin story, not just a capacity story.
$SPCX
BREAKING: Deutsche Bank says SpaceX is hard to replace in space.
The bank kept its Buy rating after the U.S. midterms. SpaceX can also build AI data centers faster and cheaper than rivals. The bank says that could let SpaceX charge more if computing power gets harder to find.
It says Congress has limited power to intervene directly in SpaceX’s launch and satellite contracts with federal agencies like NASA and the U.S. Space Force.
Deutsche Bank estimates SpaceX could have 8 to 10 gigawatts of computing capacity in 2027. The bank also sees a path to 500 megawatts of data center capacity in orbit by the end of 2029. A Starship that can fly again quickly would help bring costs down.
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If this passes, the biggest AI bottleneck gets smaller.
The constraint isn't chips anymore. It's permits, power and grid hookups.
1️⃣ Faster approvals mean gigawatts come online sooner
2️⃣ Neoclouds like IREN and CoreWeave get capacity online faster
3️⃣ SpaceX/xAI already builds faster than almost anyone, and faster rules widen that lead
Vote possibly as soon as next week. Watch it.
$SPCX
*BIPARTISAN SENATE BILL COULD FAST-TRACK AI DATA CENTER EXPANSION AND POWER INFRASTRUCTURE, POTENTIALLY EASING MAJOR DEVELOPMENT BOTTLENECKS; VOTE POSSIBLE AS EARLY AS NEXT WEEK — THE VERGE
🇺🇸🇺🇸
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Sunday SPCX weekly
1️⃣ Flight 15 targets Nov 13, the first catch of both booster and ship
2️⃣ Starlink hit 13.6M subscribers, +1.6M in Q3 (about 13%)
3️⃣ Qualcomm picked for Starlink Mobile's U.S. 5G network
4️⃣ Musk targets the first StarMind orbital AI launches in 2027
5️⃣ SpaceX reached its 125th launch of 2026
6️⃣ $134.27 Friday close, down 0.3% for the week, just under the $135 IPO price.
$SPCX
Friday the 13th. SpaceX tries to catch BOTH halves of Starship for the first time. 🚀
1️⃣ Booster catch about 6.5 minutes after liftoff
2️⃣ Ship flies about 14 orbits, then comes home to the tower roughly 22.5 hours later
3️⃣ 26 Starlink V3 sats at 1 Tbps each, about 10 Falcon 9 launches' worth of capacity in one flight
If both catches work, it's the first fully recovered orbital rocket ever.
Window opens at 5:45 PM ET on Nov 13.
$SPCX
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