Curating insights on Tesla, SpaceX, xAI, Neuralink, and cutting-edge tech

Joined October 2009
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May 8
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Good interview

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This provides some sense of scale
Starlink V3 satellites Bandwidth per Satellite: • V2: 96 Gbps • V3: 1,024 Gbps Bandwidth per Launch: V2: 2,600 Gbps V3: 61,000 Gbps Deployment per Launch: • V2: 27 satellites (on Falcon 9) • V3: 60 (on Starship) Starlink V3 satellites will begin to be deployed in late 2026 on Starship.
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Tesla China has released its first ever retractable sunshade for the Model Y for 1,499 yuan ($236 USD). Very easy to install. I hope they launch this globally, because I will absolutely buy this.
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RUD (rapid unscheduled disassembly) events are not unusual in the rocket world
As Elon said… Rockets are hard. But giving up was never an option. 🦾
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The U.S. Space Force has just announced that it has awarded @SpaceX a $4.16 billion contract to build a constellation of satellites that can track airplanes, cruise missiles, and airborne threats globally from orbit. It’s for the “Space-Based Airborne Moving Target Indicator (SB-AMTI) program.”
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FSD Supervised now approved in Estonia🇪🇪. Rollout will begin soon
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May 29
Tesla drives itself across Canada w/ FSD Supervised Coast to coast from Vancouver to Halifax – 3,760 miles/6,051 km – with zero human input
@DavidMoss, @DevinOlsenn, and @Scotsrule08 are proud to announce that we have successfully completed the world’s first Canada coast to coast fully autonomous drive! We left Horseshoe Bay Terminal in Vancouver. BC 4 days & 21 hours ago, and now have ended in Halifax, NS at the Tesla Showroom (3,760miles/6,051km) This was accomplished with Tesla FSD v14.3.3 with absolutely 0 disengagements of any kind even for all parking including at Tesla Superchargers.
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May 28
Optimus isn’t staying on Earth. Here’s the realistic 4-phase roadmap for Tesla’s humanoid to unlock the $1.8T space economy: 2026-27: Prove it in factories ($8-15B TAM) 2028-30: Work inside space stations ($400-800M TAM) 2030-35: Satellite servicing & refueling ($7-10B TAM) 2035 : In-space manufacturing & assembly ($25-100B TAM) Each phase de-risks the next. Optimus becomes the ultimate force multiplier for orbital industry. #Optimus #Tesla #SpaceEconomy #Starship
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🚨BREAKING: Tesla has been authorized by the State of Texas to operate driverless vehicles commercially under the new law that took effect today, May 28th, 2026. Tesla has officially self-certified the software running on its robotaxis as Level 4. $TSLA
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Starlink V3 is a massive capacity leap From SpaceX’s S-1: Starlink V2 • Launched February 2023 • 96 Gbps downlink capacity Starlink V3 • Launch targeted for 2026 • 1,024 Gbps downlink capacity That is roughly a 10.7× jump This is the next phase of Starlink: • More bandwidth • More capacity • More users served • More global connectivity V2 helped scale Starlink to 9,600 satellites and ~10.3M subscribers. V3 looks like the layer that pushes Starlink from “satellite internet” closer to true global broadband infrastructure
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I’ve been asked by many to create one comprehensive post explaining how to prepare for @SpaceX’s IPO if you use one of the brokerages listed in SpaceX’s S-1 filing to allocate IPO shares to retail investors. Here it is: Fidelity: 1) $500,000 minimum account balance required to participate (including IRAs, individual, etc, but excluding 401k). 2) Enter an indication of interest. The indication of interest provides Fidelity with the maximum number of shares a customer is interested in purchasing. 3) Confirm your indication of interest shares on Fidelity's website after the registration statement has been declared effective and the offering has priced, which is typically after 7 PM ET on the night of pricing. Indications of interest may not be confirmed prior to the registration statement being declared effective and the offering pricing established. By confirming your indication of interest, you are placing an order to buy shares at the offering price. If you do not confirm your indication of interest, you will not be eligible for an allocation of shares. 4) Allocation of shares will occur on the morning following pricing and is usually complete before 9:30 AM ET. An alert will be sent once allocations are complete, and you can check your account to determine whether you were allocated shares. If you receive an allocation of shares, you must have adequate funds available to settle the purchase in the settlement date which is typically the trade date plus one business day. 5) You may increase your indication of interest up through the close of the indication of interest period. You may decrease or cancel an indication of interest until share allocation takes place. Once share allocation takes place, your indication may not be canceled or modified. Charles Schwab: 1) $100,000 minimum account balance required to participate (including IRAs, individual, etc, but excluding 401k). 2) On Schwab's website, under the Trade tab, select the IPO page to view the Calendar of Offerings, a list of upcoming IPOs. Once the IPO offering window opens (expected first week of June), investors will have the ability to submit a Conditional Offer to Purchase (COTP), also known as an Indication of Interest, from this page. 3) During an IPO's open COTP window, select Start COTP to review offering details and the preliminary prospectus. Then select the green button to proceed to the Eligibility Questionnaire, which is required to confirm investors meet eligibility criteria and are not restricted (per FINRA rules) from participating. After completing the questionnaire, you'll be able to indicate how many shares you're interested in purchasing based on the price range provided. Select Confirm to submit the COTP. 4) After the COTP has been submitted, regularly monitor the IPO page, which will indicate the Status of Your Conditional Offers to Purchase (COTPs), the expected pricing date, and current pricing status, plus any changes in the prospectus. When the IPO has been priced, you will affirm your COTP. You must affirm your COTP once the effective price is established in order to be eligible to purchase shares. To do so, select Affirm Now to review and finalize the share quantity. Robinhood: 1) There's no minimum account size requirement, but you must have enough buying power to cover your requested shares if you are allocated any. You must have an individual brokerage account. Retirement, custodial, and multiple investing accounts are not eligible for IPO Access. 2) Make sure IPO Access is enabled in your Robinhood app. Turn on your IPO notifications so that Robinhood notifies you when the SpaceX IPO comes online. 3) Request Shares: Once the IPO is announced and available, you can request shares through the app or website. This is a request for IPO shares. By placing a conditional offer to buy (COB), you’re asking for the opportunity to purchase a quantity of shares at the IPO price. An investor may place, edit, or cancel a COB after the initial price range is published and before the confirmation period ends. 4) Allocation is random and not guaranteed. The number of shares you request factors into how many you actually get, but it doesn’t affect the likelihood that you’ll get any allocation. You may get all, some, or none of the IPO shares you request. E*Trade: 1) E*TRADE does not publicly list a specific minimum account size required to participate in IPOs, but contact them to double check. That said, allocation priority for “hot” IPOs may still favor larger or more active accounts in practice, even if there’s no official minimum balance requirement. 2) Be a U.S. resident, have an active E*TRADE account (Individual, Joint and IRAs are all eligible) and complete the investor profile questionnaire. 3) Sign up for IPO alerts. 4) Submit a conditional offer to buy ("COB"). As part of this submission, you specify the number of shares and the maximum price you are willing to pay per share. COBs can only be submitted via the New Issue Center. A COB may be submitted once an offering is listed as "open" up until the status is changed to "closed." COBs that have already been submitted may be amended or cancelled after an offering is "closed" up until the status is changed to "allocate." At this point, no further changes may be made to a COB and you are bound by the terms of your COB. If there is no material change in an offering, customers will not need to reconfirm their COBs. If you have submitted a conditional offer, you must have available buying power to cover the full amount of your conditional offer in the account through which you submitted the conditional offer. 5) Shares are allocated to eligible accounts as a proportion, or percentage, of the size of their COB. The percentage is based primarily on the number of shares provided to E*TRADE for sale to its customers and the size of the overall demand for shares from E*TRADE's customers. Given the expected high demand for this offering and the limited availability of shares available for sale to E*TRADE customers, many COBs may not be allocated shares (according to E*Trade). Additionally, in many instances, allocations will be significantly smaller than the size of shares requested in a customer's COB. 6) E*TRADE makes its allocations after the pricing of the overall offering but before the stock begins trading. E*TRADE will inform customers via alert or email whether they have been allocated shares. Any allocation should be reflected in the relevant customer account once that allocation has been processed by E*TRADE. Sofi: 1) There is no minimum account balance/size requirement. Have an active Self-Directed Invest account. 2) Go to the “IPO Investing” section in the app or website 3) Select the IPO 4) Complete the IPO suitability questionnaire 5) Submit an “Indication of Interest” (IOI), which is basically a non-binding request for shares. 6) When the IPO is officially priced, SoFi will notify you to confirm your order. NOTE: Don’t be surprised if you receive fewer IPO shares than you requested, or none at all. Demand for the limited number of IPO shares available to retail investors will likely be extremely high, and each participating brokerage will only receive a limited allocation of shares to distribute to retail investors. For our international friends, keep in mind that @SpaceX said in their S-1 filing that allocations will also be made to retail investors by the underwriters, which include: • Goldman Sachs • Morgan Stanley • Bank of America • Citigroup • J.P. Morgan • Barclays • Deutsche Bank Securities • RBC Capital Markets • UBS Investment Bank • Wells Fargo Securities • Allen & Company • Cantor • Needham & Company • Raymond James • Societe Generale • Stifel • William Blair • BTG Pactual • ING • Macquarie Capital • Mirae Asset Securities • Mizuho • Santander so you can try reaching out to one of these places if you have assets with them and you may be able to request an allocation of some shares. I've already seen that happen with some Goldman Sachs clients. Lastly, and I stated this in a previous post, @SpaceX specifically stated in their S-1 filing that any purchase of their Class A common stock in this offering through these platforms will be at the same IPO price, and at the same time, as any other purchases in this offering, including purchases by institutions and other large investors, which means any retail investors that are lucky enough to get allocated some SpaceX IPO shares will pay the same price as the big guys. This will likely be the largest retail IPO share allocation in history, by far. If you have more questions, reach out directly to your brokerage and/or bank. And no, this post wasn't written by AI lol. Not financial advice.
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Maiden launch of Starship V3, S39 & B19 from the new Launch Pad 2, captured by one of the NSF remote cameras and a high-fidelity audio recorder. The scale is so massive that it looks like a slow-motion shot as the Starship lifts off rapidly. youtube.com/watch?v=UfQHy4mV… @NASASpaceflight
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Así fue el despegue de ayer del vuelo 12 de Starship a vista de dron en cámara lenta 🚀
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INCREDIBLE!!! 🤯 SpaceX's Starship Flight 12 in 4k slow-motion! Every single frame is a moment in the history of spaceflight! @Jordanguidry6 for WAI ❤️🚀
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May 24
I haven’t had a car payment since March 2021. I’m testing driving a Tesla with my wife. It’s driving itself. It drove us to the charger. We charged for 10 mins from 34% to 70%. It drove us to lunch. It’s driving us back to the drop off spot. Yeah, I’m fucked. There is a 0% chance we don’t have a car payment soon…
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May 23
Onboard views from Starship and Super Heavy V3, which are equipped with upgraded cameras capable of streaming 4K video through every phase of flight via @Starlink
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Starship is Breathtakingly Beautiful
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May 23
Liftoff of Starship on its twelfth flight test
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Want to know what it sounded like during the launch of Flight 12 of Starship today? Check out this video and the shaking of the windows. This was during my livestream with @esherifftv (Ellie in Space) at a ouse about 5 miles from the launch site. Definitely have the volume up! Truly a powerful rocket ... the most powerful ever!
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