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Building fast was the thread through the Elon Universe on 19 Oct. Five from today: 1. SpaceX aerial photos at Brownsville showed steel standing 4 days after the slab for its new AI data centers. SemiAnalysis says only 1 in 5 big AI data centers gets built in under 2 years.
SpaceX tried to rent compute from AWS, GCP or anyone, then started building its own. 2. Deutsche Telekom, Orange, Telefonica and Vodafone signed a letter of intent to bid together for EU satellite-to-phone airwaves. No satellite partner picked yet.
Starlink got there by launching satellites. They're starting with paperwork. 3. Bandwagon-5 is now targeting Tuesday 20 Oct after SpaceX slipped it for recovery weather. The Starfall capsule flies for the second time and can bring up to 1,000 kg back from orbit.
About 2 hours 48 minutes after liftoff it separates from the rocket. 4. SpaceX posts Q3 results Tuesday 20 Oct, webcast 22:30 Stockholm time. Last count was 12.0 million Starlink subscribers on 30 June.
Every new subscriber is a home, a boat or a village that just got online. 5. Elon on giving SpaceX shares to kids: "giving shares, which are stakes in the future economy, directly to the people is the way."
For about 72 million kids it would be the first stock they ever own. Tomorrow brings Starfall and SpaceX's Q3 numbers.
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Artificial Analysis just launched a personality benchmark for AI models. 36 models, 900 questions. Grok 4.7 is the only model in the top 3 on both:
- Conviction (direct, confident, willing to push back): #3
-# Least slop (filler and generic phrasing): #3# Claude Fable is more direct but pads its answers more. GPT-6 Sol has less filler but is far less direct. That is the mix I want from an assistant. Give me the answer and stop.
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Four of Europe's biggest phone companies want to compete with Starlink from space. Between them they own zero satellites. Deutsche Telekom, Orange, Telefonica and Vodafone signed a letter of intent today to explore a joint bid for the EU's satellite-to-phone airwaves. They'd build the ground side in Europe and pick a satellite partner later. Starlink is already sending texts straight to regular phones from orbit. Anyone can sign a letter of intent.
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Starlink ended June with 12.0 million subscribers. A year earlier it had 6 million. Hughes, the old leader in satellite internet: 622,000, down 24% in a year. Viasat in the US: 115,000 and still shrinking. Starlink is now 16 times bigger than both of them combined. Hughes and Viasat beam internet from satellites 36,000 km up. Starlink flies at about 550 km. Customers noticed the difference.
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4 days from bare slab to steel standing. That's how fast SpaceX is building its new AI data centers. SemiAnalysis says only 1 in 5 big AI data centers gets built in under 2 years. At SpaceX's Brownsville site, aerial photos showed the steel going up 4 days after the slab. The new one in Memphis is called Minihard. Elon says it got the name for being half the size of Macroharder, and then they doubled it. It will hold about 220,000 Nvidia GB300 chips, which DCD says likely needs more than 400 MW. This morning Elon said SpaceX tried to rent inference compute from AWS, Google or anyone. Same story as 2002. Elon went to Russia to buy a rocket, they didn't take him seriously, so he decided to build his own.
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NASA's own Moon schedule puts five Starship firsts in this quarter, and only one is done so far. Still to come before the new year: the first V3 booster catch, the first ship catch, the first launch from Florida and the first reused V3 booster. Next quarter comes the first propellant transfer between two ships. The first crewed landing is set for Artemis IV in early 2028. The next ten weeks decide if that 2028 date holds.
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Instead of blocking bots I want only bots! A trading desk inside X Money where only bots can trade stocks and options. The owner does KYC once, picks the limits, and Grok trades through an API. Every gain or loss settles straight back to the X Money balance. This week Schwab's CEO said they block outside AI agents from logging in to client accounts. Old finance still guards the login screen, while the customers of tomorrow will never even see one. X Money already holds the cash, with a Visa card and accounts at Cross River Bank. Cashtag trades still go out to partner brokers like Interactive Brokers and Webull. Bring those trades in house, for bots only, and the whole trade from cash to fill never leaves X.
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X web visits grew 6% from Q2 to Q3. Of the world's 10 most visited websites, only TikTok grew faster. Facebook and Reddit both lost visits in the same quarter.