“But it’s perspective that’s required to shift.” - yes, strangely this is a universally true maxim for which few people hold as a core belief.

That feeling when you install a big FSD update and take the first drive. I want to feel it again. v14, when are you coming? The HW4 in 🇦🇺 is waiting. Local testing is almost done. Hopefully soon. 🤞

SpaceX a clôturé son premier jour de cotation à 2 100 milliards de dollars, 19%. Tout le monde regarde le chiffre. Personne ne regarde ce qu'il price réellement. Laissez-moi vous dire ce que le marché vient d'acheter, et pourquoi je pense que cette boîte vaudra 30 à 50 trillions d'ici 5 ans. D'abord, le symbole. Cette IPO est un référendum. D'un côté, 20 ans de discours sur la décroissance, la sobriété, la redistribution, la fin de l'histoire gérée par des comités. De l'autre, un homme qui a dit "je vais rendre l'humanité multiplanétaire", que tout le monde a traité de clown, et qui vient de créer la plus grosse entreprise cotée de l'histoire en partant d'un entrepôt à El Segundo. Le marché a voté. Le wokisme avait des départements RH, SpaceX avait des fusées. Les fusées ont gagné. Ensuite, la mécanique économique, parce que c'est là que tout le monde se trompe. Les analystes valorisent SpaceX comme une entreprise de lancement plus Starlink. C'est comme valoriser Internet en 1995 sur le marché du fax. Starship ne réduit pas le coût du kilo en orbite de 20%, il le divise par 100. Et chaque fois dans l'histoire qu'un coût d'infrastructure est divisé par 100, ce n'est pas le marché existant qui grossit, ce sont des industries entières qui naissent. Le coût du calcul divisé par 100 a donné Internet, le smartphone, l'IA. Le coût de l'orbite divisé par 100 va donner une économie spatiale complète. Faisons la liste de ce qui devient rentable quand le kilo en orbite coûte le prix d'un billet d'avion. Les data centers orbitaux, avec énergie solaire continue et refroidissement gratuit, au moment exact où l'IA fait exploser la demande énergétique terrestre. La fabrication en microgravité de semi-conducteurs, de fibres optiques, d'organes imprimés impossibles à produire sous gravité. Le tourisme orbital de masse, puis les hôtels lunaires, qui passeront du fantasme au business plan exactement comme la croisière de luxe au 20ème siècle. Le transport point à point terrestre, Paris-Tokyo en 40 minutes. L'industrie minière des astéroïdes, dont un seul corps de classe M contient plus de métaux que tout ce que l'humanité a extrait depuis le néolithique. Et Mars en ligne de mire, pas comme destination touristique, mais comme le plus grand projet d'infrastructure jamais entrepris, avec tout ce que ça implique de demande en énergie, matériaux, robotique, IA. SpaceX ne participera pas à ces marchés. SpaceX possède le péage d'entrée de tous ces marchés. C'est AWS, mais pour la civilisation. Apple vaut 3 500 milliards en vendant des rectangles de verre sur une seule planète. Le premier monopole d'accès à une frontière infinie à 30 ou 50 trillions dans 5 ans, ce n'est pas de l'exubérance, c'est une simple règle de trois sur l'expansion du marché adressable. Et maintenant, la partie que je préfère. Ce futur n'a pas besoin de bureaucrates. Il n'y a pas de comité consultatif en orbite. Pas de commission Théodule sur Mars. Chaque dollar de cette nouvelle économie sera créé par des ingénieurs, des techniciens, des soudeurs, des pilotes, des entrepreneurs. Les diplômés en gestion de la norme vont devoir apprendre un métier utile, et franchement, c'est une excellente nouvelle pour eux aussi : construire est infiniment plus fun que contrôler. Parce que c'est ça, le vrai signal d'aujourd'hui. Pendant 50 ans on nous a vendu un futur rétréci : moins d'énergie, moins d'enfants, moins d'ambition, gérer le déclin proprement. Et là, d'un coup, le plus gros actif financier du monde est un pari sur l'abondance, l'expansion et l'aventure. Le pessimisme vient de passer en position vendeuse sur lui-même. Le futur sera méga fun. Il y aura des hôtels avec vue sur la Terre, des honeymoons en orbite, des gamins qui diront "papa, c'était comment avant les fusées réutilisables" comme on dit "c'était comment avant Internet". Et quelque part dans les années 2030, un humain marchera sur Mars en livestream devant 5 milliards de personnes, et ce jour-là plus personne ne se souviendra du nom d'un seul de ses détracteurs. Achetez de l'optimisme. C'est encore sous-valorisé.

Woah. THIS IS HUGE. Im watching to see what the downstream impacts to the AI economy are. Pretty huge change given the SpaceX IPO *potentially*....

Ouch

CommSec 🇦🇺 40%

FSD reaction time testing @ ~45 mph @DavidMoss and I were determined to kill this dummy

After 25 years of brave & brilliant work by hundreds of scientists in my lab to understand then safely reverse aging for the first time, it was moving to witness the first human dose being delivered 🥹 nature.com/articles/d41586-0…

Model Y was the best selling vehicle of any kind in Australia for the month of May Making it the first electric car in history to lead the overall AU sales charts across all fuel types

AI3 Teslas get FSD 14 Lite this month

Some things are worth taking a few days to verify properly. This is one of them... I'm proud to announce that I have successfully driven through all 48 contiguous states plus DC in my 2026 Tesla Model Y Juniper on FSD 14.3.2. And I did it solo. Actually, let's be accurate. I rode. FSD drove. 🗓️ May 20-29, 2026. 🗺️ 7,241 official miles. 9 days, 21 hours, 50 minutes. ⚡ Not a single gallon of gas. Not a single steering input. FSD drove every mile. 💵 Total cost: $901 in Supercharger fees. Same trip in a comparable gas SUV: ~$1,303. The moment that defined the trip: the tri-state corner of MT/WY/SD, the most remote stretch of the drive from a Supercharger standpoint. I could have taken a safer route but I wanted to get there on a single charge. I knew the risk. Turned off the AC, sweated through 95°F inside the cabin, arrived at 2%. Cost me a little backtracking to officially enter Wyoming. Worth every mile. 🎯 Call it a Gentleman's Cannonball Run. I pushed hard every single day, but with rules. Sleep every night. No tickets. No driving tired. Highway speeds. Supervising an autonomous system while exhausted is reckless. I know a little something about that. Those aren't arbitrary rules, safety is my first priority. I'm an airline pilot. ✈️ Based on everything I've been able to find, this trip may represent three records worth noting: 🏆 First FSD drive through all 48 contiguous states plus DC. Solo. 🏆 Most US jurisdictions covered in a single FSD trip (49) 🏆 Possibly first and fastest EV drive through all 48 states plus DC All claims subject to verification. If anyone has done this before, I genuinely want to know. My data is fully logged and available. #Tesla #FSD #ModelY #48StatesPlus #EVRoadTrip #GentlemansCannonball #FSD14 @Tesla @DavidMoss @WholeMars

FSD is absolutely jaw-dropping. You’ve never seen anything like this. It reversed for a full 7 minutes… right on the edge of a cliff. Credit: Douyin AE68 & 卢23 Source video: v.douyin.com/CJs8EKx9Lvk/

⚠️‼️In just 24 hours, hope for real treatment for Long COVID has moved forward. For years, some of us have been pointing to the same pieces of the puzzle. ✅ Herpesvirus reactivations are part of the symptom-driving process in a subgroup ✅ Hypocortisolemia / secondary adrenal insufficiency exists in a subset of patients ✅ Autoimmunity is present in Long COVID, including anti-GPCR antibodies And yesterday I highlighted again two ideas we have already discussed in previous papers and posts, which now seem even more relevant: ✅ A relevant subgroup of Long COVID / ME/CFS may fit anti-GPCR autoimmunity, especially autonomic and parasympathetic dysfunction ✅ Deep B-cell depletion / immune reset is starting to look like one of the most promising treatment directions What is still missing? ⬜ To prove which susceptible ancestral HLA-II haplotypes are behind the loss of tolerance and autoimmune subgroups ⬜ To prove whether B-cell reset with CAR-T, like the approach that has already induced remission in lupus, can also become an effective treatment for Long COVID and ME/CFS That is why this matters so much. We are no longer just talking about vague “dysregulation.” We are starting to see a much clearer model: -persistent antigen / viral reactivation -immune dysfunction -autoimmune subgroups -autonomic and endocrine subgroups -and, hopefully, targeted immune-reset therapies This is the first time in a long while that it feels like the field is moving from description toward actionable treatment logic. That gives me hope. Below I’m adding the posts I shared yesterday, because they connect directly to what is now being reinforced. Save this post and let’s revisit it in a few years.

Something maybe worth understanding, I'm confident the same thing is occurring in the EV space.

Woah

This is probably the best look at the shockwaves I’ve seen from the latest Starship flight. Captured from a GoPro I clamped onto a proper camera to record simultaneous video. (I’ll show you the photo the better camera took in the reply)

Now that Starship V3 has made its debut, we are one step closer to making life multiplanetary. During Fram2 training, apart from the usual Dragon-related topics, I remember that what we talked about most in the training room was how to reliably tether down on Phobos. Three months ago, Elon announced that the focus would shift toward the Moon. That makes sense. And I am also excited to see that, with AI data centers, we may eventually find a way to make space commercially practical. So why am I setting my sights on Mars rather than the Moon? Because I believe that even without private investment in lunar flights, we will still reach the Moon, and likely very soon. As competition between the United States and China intensifies, governments will turn lunar bases into reality. And I am happy to sit back and watch that happen. On the other hand, I have no confidence that Mars will still happen within our lifetime. And I think I should do something about that. I hope that by purchasing a flyby mission to Mars, SpaceX will have another reason not to forget about Mars. Because we seriously shouldn’t defer Mars to our next generation. Although this mission will not make a tether down on Phobos, everything has to begin with a first step. We had Mariner 4 and 9 before the Vikings, and today’s Curiosity and Perseverance. I hope this mission can show the public that Mars is not just a point of light in a telescope. It is a real place, and humans can fly there and come back alive and come back healthy.

Car knows. 🙂 I trained it.

“OMG, you have a Tesla?” STFU 🤣 Best response ever!

Each one built with love. When @elonmusk said that, really choked me up. Everyday we make our products with our customers in mind. We love all of you more than you know. Thanks for CONSTANTLY lifting us up. ALL THE LOVE!!!!

Authentic.