Managing partner @fpg. Hosted Tesla Daily from 2017-2024.
Joined August 2017
- Tweets 4,926
- Following 160
- Followers 366,679
- Likes 5,816
558 Photos and videos
Jun 12
Happy SpaceX IPO day! 🚀
Congrats to the entire team and all new shareholders!
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Jun 11
The metric I keep coming back to for SpaceX is $/Mbps to orbit
Starlink exists because Falcon 9 dropped bandwidth deployment costs ~10x to ~$6.55/Mbps. That’s about to drop again to just $0.30/Mbps because of Starship.
A business that is doubling users annually with a 63% adjusted EBITDA margin is about to cut their biggest cost by 95%… It really seems like people don't understand the implications of this.
The math assumes a reusable Falcon 9 launch is 17 tonnes at $1,000/kg and 2,600 Gbps per launch. Starship is targeting 100 tonnes at under $185/kg and 61,000 Gbps per launch. That's $17M for 2,600 Gbps ($6.55/Mbps) verse $18.5M for 61,000 Gbps ($0.30/Mbps).
Starship's additional volume allows for larger satellites, enabling simultaneous gains on multiple cost curves. The math suggests V3 satellites are ~600 Mbps/kg vs ~150 Mbps/kg from V2 mini.
Combining the 4x improvement on satellite bandwidth density with a 5x improvement in launch gets you the 20x improvement to 30 cents per Mbps to orbit.
These are fairly conservative assumptions because launch probably comes in even lower as Starship ramps, and satellite improvements probably keep coming. At $0.10 / Mbps, $1 billion spend on launch represents 10,000 Tbps or about 15x the bandwidth of Starlink's constellation today.
$1B is 90 days of operating income for Starlink... at it's current scale...
Yeah, I really don't think people are getting this. Starlink is the internet now.
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Jun 10
It’s been fun watching the bull and bear debates on SpaceX. Kinda reminds me of early Tesla days. Those bear cases didn't age too well.
There has never been a company like SpaceX. I would not bet against that.
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Jun 5
Remember a couple weeks ago when everyone was saying a 100x price/sales was crazy for SpaceX and all of a sudden it’s like 39x? Shows how dumb that type of analysis is 😅
Jun 5
SpaceX just quietly amended its S-1 announcing another mega deal
$920M/month from Google from October 2026 through June 2029
With both parties being able to terminate the agreement with 90 days notice
Things are getting exciting 🚀
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May 6
Are you getting it yet?
TBC is excited to announce the first residential Music City Loop station agreement, serving those living at the beautiful Prime, Alcove, and Paramount towers in downtown Nashville.
Residents will take an elevator directly to a Loop station within the building, board a Tesla, and be at the airport in ~9 minutes or Lower Broadway in ~2 minutes.
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Apr 22
I’ve got a scheduling conflict this week, so I won’t be able to do my normal Tesla earnings stream tomorrow. Sorry to miss it, will be looking forward to the updates!
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Apr 21
Spotted a Cybercab testing in Chicago today, northbound on I-90 👀
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Rob Maurer retweeted
Apr 18
Robotaxi now rolling out in Dallas & Houston 🤠
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Jan 28
Live: Tesla Q4 Earnings Report Coverage & Analysis (Q4-25) x.com/i/broadcasts/1eaKbjgyA…
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22 Oct 2025
Live: Tesla Q3 Earnings Report Coverage & Analysis (Q3-25) x.com/i/broadcasts/1YqxolXqn…
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22 Oct 2025
Links are up, live in one hour for Tesla’s Q3 earnings!
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14 Oct 2025
Just got home from Starbase. FSD v14 took me all the way from parked in the O’Hare garage to parked in my garage downtown, no interventions. It figured out how to exit the parking structure, approach the ticket machine, wait for the transaction, then handle 75 minutes of rush hour Chicago traffic. Such an awesome way to cap off an extremely successful flight of Starship. I love these companies!
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15 Oct 2025
Oh, and this also included perfectly pulling over to the side for an ambulance.
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23 Jul 2025
Live: Tesla Q2 Earnings Report Coverage & Analysis (Q2-25) x.com/i/broadcasts/1MYGNwoAR…
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23 Jul 2025
Yes! Links are up, will start a little before market close.
23 Jul 2025
Hey Rob @robmaurer - will you be covering the Tesla earnings call?
Pretty please?
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10 Jul 2025
Chart of the day! Congrats to the xAI team on Grok 4.
Grok 4 (Thinking) achieves new SOTA on ARC-AGI-2 with 15.9%
This nearly doubles the previous commercial SOTA and tops the current Kaggle competition SOTA
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23 Jun 2025
After multiple Tesla Robotaxi and Waymo rides in Austin, I have to say Tesla is quite a bit smoother.
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