Last week, Starshield – the version of SpaceX’s Starlink used by the Ukrainian military – was throttled to block terminals traveling above certain speeds from accessing the service. The Ukrainian army’s interceptors, which counter Russian drones carrying bombs, suddenly stopped working at high speeds, making it easier for Russia to attack the country’s energy infrastructure […]
SpaceX plans to access at least 80,000 cell sites as part of efforts to compete directly with Verizon, T-Mobile, and AT&T, according to a report from Bloomberg. Sources tell the publication that SpaceX is in talks with Crown Castle Inc., one of the nation’s largest cell tower owners. The move would give SpaceX access to […]
Tesla skipped one of its top shareholder questions on its Q3 2026 earnings call: when Hardware 3 owners will find out if they get a free computer upgrade for the unsupervised “Full Self-Driving” they paid for.
The question ranked fifth by shares on …
Oh sure, SpaceX’s credit risk is pretty high because it’s about to borrow another $40 billion to spend on Nvidia chips, but who cares about that? SpaceX and Tesla have formed special committees to discuss a merger! The degree to which you find this merger compelling likely has to do with the degree to which […]
On Tesla’s earnings call Wednesday, Elon Musk made one of his patented pie-in-the-sky predictions that typically sends his fans into paroxysms of ecstasy: 5 million vehicle deliveries by 2030. “We were aiming for 5 million vehicles a year by approximately 2030,” he said. “And I think we’ve got a good shot of achieving that goal.” […]
The investment will provide a much needed financial boost as the company seeks to cut costs and lift its stock price.
Elon Musk now says Tesla will start delivering Optimus humanoid robots to outside customers around the end of 2027. On Tesla’s Q3 2026 earnings call, he said the hands, the robot’s durability and its AI all still need work before then.
Those are the…
Tesla has lowered its 2026 capital spending forecast. In its Q3 10-Q, the company now says it expects capital expenditures “to be in excess of $20 billion in 2026,” down from the “more than $25 billion” it had guided since April.
The change was in t…
On Tesla’s earnings call Wednesday, CEO Elon Musk announced that the company had begun early production of its humanoid robot on its high-volume line in Fremont, California. Then he laid out what still needs work: the robot’s hands, its safety, reliability, and durability, and the artificial intelligence needed to make it a productive tool. “There’s […]
For years, Elon Musk has been making big promises to Tesla owners about unsupervised autonomous driving and the ability to add their own vehicles to the company’s robotaxi fleet. During today’s third-quarter earnings call, the company finally gave itself a deadline. According to Tesla VP for Autonomous Driving Ashok Elluswamy, Tesla owners will be able […]