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SpaceX and Tesla are each building 100GW/year of solar production capacity as fast as possible, but natural gas will still be needed to supplement and bootstrap solar for several years.
The limiting factor for nat gas turbine production is casting the blades & vanes. By doing in-house casting at SpaceX, we can accelerate nat gas turbines coming online by up to 18 months, which is a profound game-changer.
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Elon Musk retweeted
Grok Bot has overtaken OpenClaw in Google Trends search interest. 🔥
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Elon Musk retweeted
Here's a better comparison of @Tesla's new Robotaxi service area in Dallas. It's actually 158% larger than the old service area (in orange). New service area is about 80 square miles (vs 31 before).
All Tesla robotaxi rides in Dallas are unsupervised.
Tesla has just increased the size of its Robotaxi service area in Dallas, Texas for the first time since the service originally launched in April.
The new service area is roughly 50% larger than the old one, and includes more of the downtown Dallas city area and west of the city.
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Yes
Matching the payload capacity of ONE Starship V3 flight would take 200+ Falcon 1 launches
That’s hundreds of rockets, hundreds of separate launches and an enormous amount of time just to move what one Starship is designed to carry
Orbital AI at serious scale needs a vehicle like Starship
And SpaceX now has exactly that
Starship V3 is designed to carry 100+ tons to orbit per flight with full reusability
That means:
• Huge batches of compute satellites launched at once
• Massive power and networking hardware deployed in a single mission
• Starlink connectivity + laser links for moving massive amounts of high-bandwidth data across the orbital network and back to Earth
• Rapid reuse for continuous scaling
• Direct access to enormous amounts of solar energy in orbit
• Orbital infrastructure expanding launch after launch
This is where Starship changes everything
Orbital AI stops being limited by how little mass we can get to space and starts becoming infrastructure humanity can build at enormous scale
And it’s happening much sooner than most people realize
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Elon Musk retweeted
When I try and explain that tokens inferenced increased 25-fold in a year and are multiplying exponentially, cascading through the economy, and are likely to push real GDP growth per year toward double digit territory, many clients and companies simply do not comprehend.
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While West Germany had VW, Mercedes, BMW, Porsche and Audi
East Germany failed to “guarantee” a car for every citizen, but it succeeded in (1) proving central planners can’t innovate and (2) replicating the breadline model to everything they touch.
Because steel was never available for private citizens, the “Trabant” automobile was made out of Duroplast pressed over cotton waste and scrap.
>same timeless design for 30 years
>super innovative 23-horsepower two-stroke engine
>no oil pump so people had to mix oil into the tank by hand at every fill up because labor itself is a worthy end
And people still had to wait 10-13 years on a waitlist. 40 years by the late 1980s.
So the government did in fact “guarantee” a car for every citizen. Just not that it wouldn’t be shit. Or that they’d ever get one.
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Elon Musk retweeted
Elon Musk was asked how he handles employees who disagree with him publicly.
His answer contradicts every leadership book written in the last 30 years.
"I'd rather have someone who argues with me and is right than someone who agrees with me and is wrong."
The room expected the diplomatic answer. That he values diverse perspectives. That healthy debate makes the team stronger. The standard CEO answer about psychological safety.
He went further. He said the most dangerous person in any company is the one who agrees with you to protect their job. Because that person will let you drive the company off a cliff rather than risk being fired for telling you the cliff is there. The yes-man isn't loyal. He's selfish. He's trading the company's survival for his own comfort.
He said SpaceX has a rule. If an engineer sees a problem and doesn't speak up, and the problem later causes a failure, the silence is treated as more serious than the mistake itself. The person who made the error was trying. The person who watched the error and said nothing was protecting themselves at the cost of the mission.
Think about what that inverts. In most companies, the person who stays quiet and avoids conflict is rewarded with job security. At SpaceX, silence is the fireable offense and disagreement is the job requirement.
Most leaders say they want honesty. Then they punish the first person who delivers it. He built a system where dishonesty through silence is the thing that gets punished. The culture didn't happen by accident. It was engineered to make agreement more dangerous than disagreement.
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One day, millions of people will look up at the Martian sky and call Mars home
Starship is going to take us there
And the roads, cities, factories and entire civilization built there all trace back to this machine
Starship is how humanity becomes multiplanetary
X Freeze
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Elon Musk retweeted
BREAKING: Starlink receives a 10 year licence to deliver satellite connectivity across the UAE.
• TDRA (Telecommunications and Digital Government Regulatory Authority) has granted Starlink a 10-year licence.
• The licence allows Starlink to establish, operate and manage a public satellite telecommunications network in the UAE.
• Services will cover individuals, businesses and government entities.
• It also includes satellite connectivity for the maritime and aviation sectors.
• Starlink will add a satellite layer that complements the UAE’s fibre-optic and 5G networks.
• It will expand connectivity options and strengthen network resilience, readiness and service continuity.
• The network will support key sectors, including aviation, maritime transport, energy, logistics and emergency response.
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It’s true
MSNBC contributor reluctantly admits 𝕏 Community Notes actually works, even though it physically pains her to say so.
Rolling Stone called @ElonMusk and 𝕏 "the biggest purveyors of online misinformation."
Now liberals like Molly Jong-Fast are admitting that false information and missing context get kept in check "pretty well" by Community Notes.
MAHER: "In this current atmosphere we live in, I never believe anything I read just from that one thing I read."
JONG-FAST: "X has community notes, and I think community notes — I don't want to compliment X here, but community notes works pretty well."
MAHER: "Well, then compliment them. Why can't you?"
JONG-FAST: "I'm doing it! I'm doing it. Yes, I'm doing it, but I don't want to."
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The AI riptide is already underway
a surprise I think is coming
the quick payback periods and extraordinarily high IRR for AI infrastructure, even at monumental scale, will push up cost of capital sufficient to push many traditional businesses into the abyss, even those without obvious direct AI counter-exposure
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Elon Musk retweeted
We just launched Templates in Grok Bot
Here's everything you need to know (and one to try)
00:00 Templates 101
00:50 Sharing a template
02:33 Publishing a template
04:03 Installing a template
05:02 Setup for complex templates
06:18 Tips for authoring
07:01 Evaluating templates
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Nice
Ask Grok: "Create a Magic: The Gathering creature card of me based on my post history."
I love the spider wasps! And the nuance in the abilities is also impressive.
In Magic, Ward is an ability that taxes your opponent whenever they try to target the card. Seems like this related to being hard to "cancel."
The automatic Enchantment counter unless the opponent pays is pretty sweet.
And the ability to exile Illusions (debunk nonsense) is on point!
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