All in $SPCX 🚀 | Model 3 owner & FSD fan | Daily SpaceX & Tesla news | Tesla referral: https://teapaw.org/t.co/ZSqzLj38t0
Rhode Island, USA
Joined July 2011
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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. 🤘
Tesla Robotaxi now runs 6am to 2am. That's 20 hours a day.
If you ever want your own car earning in the fleet, this is the number to watch. Every extra hour is more paid miles per car.
Last gap: 2am to 6am. Who's betting it closes by spring?
Tesla Robotaxi now runs 6am to 2am. That's 20 hours a day.
If you ever want your own car earning in the fleet, this is the number to watch. Every extra hour is more paid miles per car.
Last gap: 2am to 6am. Who's betting it closes by spring?
Robotaxi updates
Service
– Operating hours are now 6am - 2am
Features
– Rear view camera feed now available to view during your ride
– Trip details can be shared with a friend
– New Live Activity design & experience
– Calm Mode dims the screen & sets cabin lighting to a relaxing state
– Grok now available on our Model Y vehicles
Accessibility
– Improved vehicle locating arrow in the app
– Added haptic feedback to assist users in finding their vehicle
– Music Control via Screen Reader
It's times like this you really love having FSD 😌
Bumper to bumper, crash up ahead, and my Model 3 is handling all of it. Traffic sucks without FSD (Supervised) 🚗⚡
Who else lets their Tesla do the commute?
SpaceX is planning Falcon 9's retirement party. 🎉
Per Ars Technica: Crew Dragon done by 2030, no new commercial Falcon 9 launches sold past 2028, and no rides for NASA's small Moon landers.
Elon's rule: Falcon winds down once Starship flies several times a week. $SPCX 🚀
SpaceX is planning Falcon 9's retirement party. 🎉
Per Ars Technica: Crew Dragon done by 2030, no new commercial Falcon 9 launches sold past 2028, and no rides for NASA's small Moon landers.
Elon's rule: Falcon winds down once Starship flies several times a week. $SPCX 🚀
SpaceX's biggest customer isn't NASA or the Pentagon anymore.
It's an AI company. 🤯
Per Bloomberg, Anthropic is now over a third of SpaceX revenue.
Rockets, Starlink, and now AI compute. $SPCX is three businesses at once 🚀
@CuriousPejjy and @nextbigfuture just went 70 minutes on the big question:
TSLA vs SPCX, which hits $1,000 first?
You already know my answer. $SPCX 🚀
What's yours?
Nationalize Starlink? 😂
Private risk built it. 5.4M United passengers used it in September alone, and United's CEO says some flyers switch airlines just to get it.
Customers already voted, with their wallets.
Would you want Starlink with DMV customer service? $SPCX 🚀
SpaceX VP of Launch on Starship's Florida debut:
"Direct flight, you know? Florida to Starbase. Just going to go all the way around the world first a couple times."
Booster gets caught at Pad 39A. Ship does about 6 orbits in 8 to 9 hours, then lands in Texas.
$SPCX 🚀
"As the prophecy foretold" 😂
Ship 42 catch on the tower. Fully reusable Starship is no longer a someday thing. $SPCX
If @nextbigfuture is right, Anthropic is now renting ~$3.1B/month of compute from SpaceX.
And Google just told Wall Street it's leaning on third-party compute and ramping it in Q4.
The rocket company is quietly becoming an AI landlord. $SPCX
Constrained by physics and regulation."
That's exactly where SpaceX sits. Starship is solving the physics of putting compute in orbit, and it just asked the FAA for 10,000 launches a year.
Big Tech capex isn't overbuilding. It's waiting on rockets. $SPCX 🚀
All this hand-wringing over capex from Facebook, Microsoft, Google and other new entrants is unnecessary.
When products are this good and improving this fast, we won't overbuild; if anything, we'll be constrained by physics and regulation.
And these machines will last a decade, as software gets relentlessly more efficient and we find creative uses for older clusters.
Earnings will be absurd in the next five years, as companies like Microsoft, Uber, Tesla, Robinhood, and Meta have revenue per employee DOUBLE every 3-4 years.
Pay attention to revenue and earnings per employee.
Got it 🚨 2026.38.5.11 on my Model 3
New: Automatic Collision Evasion. Even when I'm driving manually, FSD (Supervised) can step in if a crash is coming that braking alone can't stop.
Tesla basically gave every car a guardian angel 👼⚡
Google just said on its earnings call it's so short on compute it's RENTING third-party capacity, and taking a margin hit to do it.
When the biggest cloud on Earth can't build fast enough, whoever has compute ready to rent wins.
That's the business SpaceX is building. $SPCX 🚀
$GOOGL on call: "Given the supply constraint environment, we started utilizing third party compute capacity at the end of Q3 and will ramp usage in Q4. We expect margin headwinds in the near term as we utilize this capacity. Moving to investments, our full year 2026 CapEx guidance range of 195 to $205 billion remain unchanged. We continue to expect our CapEx to increase significantly in 2027, and will provide further details on our Q4 call."
Starship Flight 15: SpaceX will try to catch BOTH the booster and the ship with the tower. 🥢🚀
Most companies can't land one rocket. NET Nov 8. $SPCX
Ship 42 just wrapped static fires for Flight 15: all six engines full duration, then a single Raptor fired to simulate the deorbit burn.
That burn is what brings the ship home to the tower.
Booster lit. Ship lit. Next up: catch BOTH. $SPCX 🚀
In 2025 the FAA licensed 182 launches for the whole US.
SpaceX just told the FAA it wants 10,000 a year. Elon says that's from Starbase Louisiana ALONE, built for ~30 launches + reentries a day.
Rockets aren't the bottleneck anymore. Airspace rules are.
Can the FAA keep up? 👇
Falcon 9 is taking about 6 weeks off in Florida so the Cape can get Starship ready at 39A.
Meanwhile Vandenberg just logged its 72nd launch of 2026, beating all of 2025 with two months to go.
SpaceX didn't slow down. It just moved the furniture. $SPCX 🚀
