Golden Age | Elon Economy & Texas

Optimus's first real job at Tesla may be plugging in Cybercabs. Lars Moravy says it can do that until charging is automated. Today staff plug them in by hand in Austin. No timeline has been given. A narrow job on Tesla's own chargers is the right place to start.

SpaceX isn't waiting for a carrier to say yes. It picked Qualcomm chips for Starlink Mobile base stations Wednesday, with rollout in 2027. Bloomberg reported a goal of 80,000+ U.S. sites. T-Mobile has about 82,000. No price is out, so your phone bill won't change yet.

Cybercab's real test is a Michigan winter, not Texas sun. About two dozen are on Detroit roads with temporary steering wheels. Austin has 300+, and Dallas is due this month. NHTSA's audit is still open. Can a car with no steering wheel pass snow and that audit?

The first Starship catch would be the biggest step yet toward full reuse. Flight 15 will try to catch both the booster and the ship with the tower. No ship has ever been caught. Watch the FAA license. Nov 12 is the earliest target, not a promise.

SpaceX now spends like a utility, not a rocket company. Q3 capex was $19.6 billion on $14.58 billion of revenue. Q4 guidance is $35 to $40 billion for AI compute, which management says pays back in under a year. That is about 2.5 times Q3 revenue.

A 4% dip on election headlines is noise, not a business change. SpaceX and Tesla both fell about 4% premarket Wednesday. Robotaxi, Optimus and Starship schedules didn't move overnight. Is one night of headlines worth a rethink? Not financial advice.

Elon's team now runs the biggest AI data center on Earth. Epoch AI puts Colossus 2 in Memphis at 1.11 million H100 equivalents. OpenAI's Abilene, Texas is next at 1.02 million. Both are estimates. Musk says two more buildings open by December. Watch the year-end count.

Texas Republicans who haven't voted yet can't sit this one out. 7.7 million Texans voted early, a midterm record. Polls close at 7pm, and anyone in line by 7 can vote. Bring an approved photo ID, and check if your county needs your home precinct.

Tesla is about to pass Waymo in Texas. State records show 1,244 registered Tesla robotaxis against 1,259 for Waymo. Tesla added 274 in a week. Waymo added 52. These are registrations, not cars carrying riders. But at that pace, how long can Waymo stay ahead?

Keep the team that built this company. Tesla's board is asking shareholders to re-elect Elon Musk, Robyn Denholm and JB Straubel. Tesla passed 10 million vehicles and $100 billion in revenue. Optimus and Cybercab are next. Vote by December 3.

Tech investors panicked too fast today. Nasdaq dropped 2.86% and Intel lost 28.6% on AI spending worries. Still, US GDP grew 3.4%. One bad day is not a plan change for your 401k. Not financial advice.

A rocket town picking Texas-made trucks makes total sense. Starbase just rolled out its first two Cybertruck police units. Ten more are on the way, with options for 20 more patrol trucks. Local builds belong on these roads.

The safety data clearly favors the software. Tesla FSD averages one major crash every 6 million miles, across 9.48 billion miles. The US average is about 660,000. That is roughly nine times safer. So why does every Tesla crash still make the headline?

Starlink pricing by local demand is fair, but only if you watch your bill. In parts of Missouri, the Max plan goes from $130 to $156 on November 30. Kansas City drops to $117. Open that Starlink email. If you don't need Max, the $55 or $85 plan may do.

Safer Texas streets start with real enforcement. ICE arrested 4,170 illegal immigrants across Texas in ten days. More than 60% had criminal records, including murder and sexual assault. President Trump promised this. It is what voters asked for.

SpaceX is now an AI company that also flies rockets. Q3 revenue hit $14.6 billion, up 161%, with $4.4 billion in profit. Starlink brought in $5.25 billion and launch $1.77 billion. AI compute alone pulled in $7.56 billion.

An exchange is not a bank vault. Binance just proved it. Hackers took about $6.3 billion, likely the biggest crypto theft ever. About $3 billion is frozen, and Binance says it will cover all losses. Withdrawals are paused. Coins you hold for years belong in your own wallet.

The real economy is beating the stock screen. US GDP grew at a 3.4% pace in Q3, above the 3.2% forecast. Jobless claims dropped to 194,000. Nasdaq futures still fell over 2% overnight on weak tech earnings. Watch today's open.

A 98-year-old man just bought his first Tesla Model Y. He uses Full Self-Driving and watched it brake for a chipmunk. About 75% of new North American buyers reportedly add the $99/month FSD plan. If a car can brake for a chipmunk, why must our parents give up their keys?

New Tesla Roadster prototypes are out in California. After the unveiling in McGregor, Texas, the cars stopped by the Petersen Museum and parked under a Falcon 9 at SpaceX in Hawthorne. The road version is planned for 2028. Zero to sixty in under 1.6 seconds.