Here’s a @SpaceX Q2 2026 Earnings Call Summary if you missed it. It was a banger: • Elon Musk says it’s not out of the question that Starlink will deliver the majority of the world’s internet in less than 10 years. • Grok 4.6 is probably coming out next week, and Grok 4.7 is 3-4 weeks out from today. • Grok 5 will incorporate all of SpaceX’s data. Elon Musk says this will make Grok the best engineer. • SpaceX is deploying AI compute faster than anyone else. Their efficiency is also the highest. • SpaceX expects to end this year with 2GW of AI compute. • By the end of the next year, SpaceX’s cumulative AI compute will be closer to 10GW. • SpaceX has desired to build compute exclusively with Nvidia. AI1 satellites will use Nvidia Vera Rubin GPUs. • SpaceX expects to launch its AI1 Satellites in 2027. • SpaceX will deploy their satellite rack design on earth, and in space because it will be a more cost-effective design. Cool. • Elon Musk on the SpaceX team: "We have the smartest, most dedicated team of humans that’s ever existed." • SpaceX sees enterprise connectivity revenue substantially exceeding the consumer business. • SpaceX has never lost an enterprise customer before. • SpaceX is building an enterprise sales team to go out and meet with companies. • Elon says SpaceX and Tesla are the two best companies at hardware, including China. • Elon says SpaceX will receive a significant percentage of NVIDIA GPUs going forward. • SpaceX is expecting to reach $100B+ ARR by the end of this year. • Elon says their internal projections for SpaceX reaching $1T in revenue has been pushed up to 2030, not 2031. Bullish. • Elon says Starship 14 is scheduled for the end of this month. • SpaceX may catch Starship during Flight 14. • Elon said launch cadence is increased. A year from now he sees SpaceX launching Starship every day. • SpaceX predicts they will take acquire a lot of customers from AT&T, T-Mobile, and Verizon with their Starlink Mobile service. • Starlink Mobile service will be available by the end of 2027. • SpaceX would need about 1,000 Starlink V3 Satellites to begin seeing improvements in overall service. This could happen in Q2 2027. • Elon says Starship’s heat shield is pretty much a solved problem at this point.

OpenAI's Head of Compute: "Every time we thought we had enough compute and could slow down, it always negatively surprises. We should not have slowed down. Demand far outstrips supply. Anything we bring online gets consumed immediately. Our biggest worry is the physical world doesn't move fast enough."

OpenAI's Head of Compute: "We believe the world of recursion is not that far where AI will design the systems it needs to train and run the next generation of AI, including chips."

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There’s heightened security in cities across the U.S. as America 250 celebrations get underway. In Washington, D.C., nearly 5,000 National Guard members will be patrolling the streets along with hundreds of officers from 44 different agencies nationwide.