Jed Suarez

BREAKING: Conservatives win a landslide majority in British Columbia, returning to power for the first time since 1928.

MARK ZUCKERBERG EXPECTS META'S NEW MUSE AI TO EVENTUALLY MAKE MORE MONEY PER USER THAN FACEBOOK AND INSTAGRAM He laid out the plan on Meta's $META Q3 earnings call today Zuckerberg said users of Meta's existing apps already generate several hundred dollars a year in revenue each, and he expects Muse to reach an even higher level over time. More than 10 million people in the US and Canada have set up Muse personal agents in just a month and a half, and Meta expects to grow Muse to serve billions of people. Muse is coming to Meta glasses starting next month. Zuckerberg said glasses sales keep growing rapidly, and with Muse he expects paid subscriptions to increase. Meta is also working on smaller models, coming out soon, that will deliver Muse Wonder level intelligence more efficiently. And he said Meta is about to ship Muse Charm.

$META Meta Q3 FY26: • Daily active people +3% Y/Y to 3.64B. • Ad impressions +10% Y/Y. • Revenue +26% Y/Y to $64.6B ($1.1B beat). • EPS $3.83 ($3.83 miss). • $10B youth-safety legal charge. • FY26 CapEx $135B to 145B (narrower).

SPACEX $SPCX JUST REPORTED Q3 EARNINGS - Revenue: $14.6B (+161% YoY) - EPS: $0.35 - Net Income: $4.4B - Adjusted EBITDA: $8.8B (+306% YoY) - Operating Cash Flow: $13.1B Segment Revenue: - Space: $1.8B (+6% YoY) - Connectivity: $5.2B (+69% YoY) - SI: $7.6B (+830% YoY)

🆕 @gwynne_shotwell has started following @Tesla Previously followed by: @yacinemtb, @tomzhu_nz, @mttgrmm, @omead, @claybavor & 83 more $SPCX

OMG the Tesla Roadster just flew in the air!

Watch the Grand Theft Auto VI Launch Trailer, featuring the debut of “Flower in a Hurricane" from original score composers Justice feat. Tame Impala, SZA, and King Gizzard & The Lizard Wizard. Grand Theft Auto VI arrives November 19: rockstargames.com/VI/ps5

This will sound super crazy, but I see a path to SpaceX being worth orders of magnitude more than the current Earth economy

This is why GPUs cost $6,000

Who comes up with this shit lmao

Liftoff of Starship's first orbital flight

See you next week

Meta VR Glasses were just officially announced. They have micro-OLED displays, weigh 100 grams, and are powered by a tethered puck with Qualcomm's Snapdragon Reality Elite chipset. Details here: uploadvr.com/meta-vr-glasses…

Here's everything I announced at Meta Connect today 👇

Since launching Sept. 8, Muse has, in just 11 days: • No. 1 in U.S. iOS Productivity • 4.9-star rating across 30K+ reviews • Surpassed 300K daily downloads • 600K+ U.S. DAUs • ~2.5M U.S. downloads vs. ~1.6M for Instagram & ~3.6M for ChatGPT over the same post-launch period

Meta just gained $200 billion in market value.

$META markets woke up! - growing 30% topline - settled the lawsuit - has been stuck between $550-$680 all year - one of the only companies showing real ROI from AI, not just selling compute - meta muse just showed everyone that Zucks doesn't quit $700 🚀