SpaceX is getting very close to building the first serious base on the Moon Starship changes the entire equation It is designed to deliver up to 100 tonnes directly to the lunar surface - enough to transport habitats, rovers, power systems, construction equipment and everything needed to begin building a permanent outpost Then the other pieces come together Tesla Optimus robots could eventually unload cargo, assemble structures, move equipment and perform dangerous construction work before large human crews arrive Building a base mostly with humans is a serious limitation Humans need life support, pressurized habitats, spacesuits, oxygen, food and protection just to survive and work on the lunar surface But with Tesla Optimus, that equation changes entirely Tesla’s experience with solar energy, batteries, autonomous vehicles and large-scale manufacturing can support the power and transportation systems required on the Moon SpaceX provides transportation Tesla provides energy, autonomy and robotics Starship provides the scale Suddenly building a serious base on the Moon becomes dramatically easier And once that infrastructure is ready, humans can stay for much longer periods and eventually even routine private lunar missions and tourism become possible Once the first permanent lunar outpost is established, its usefulness will compound rapidly.....supporting science, resource development, communications and deeper missions into space The Moon could become humanity’s first true outpost beyond Earth

SpaceX is taking Starship offshore. The company is backing offshore platforms for Starship launches and catches potentially enabling higher launch cadence, safer debris zones, and more flexible trajectories. Starship operations could be getting a whole lot bigger.

SpaceX’s Starlink deployment pace is getting ridiculously high 24 Starlink satellites were successfully deployed yesterday And now two more Starlink missions are already lined up immediately behind it: • 29 satellites from Florida on August 10 • 24 satellites from California on August 11 If both fly as planned, SpaceX will have launched 77 Starlink satellites across just three missions in a little over 3 days One batch reaches orbit, and before you even have time to process it, another Falcon 9 is already preparing to launch from the opposite side of the country This is what makes Starlink so difficult to compete with The constellation is being expanded continuously

SpaceX MAD Earnings, FSD Conquest Buyers. So much MORE than Cars, but cars too - Tesla Beat Podcast. The plans are radically and we're already seeing them unfolding with and @matthewdr

SpaceX released its first-ever earnings report yesterday. Actual revenue beat estimates by $1B and the volatility followed. SPCX surged 9%, then reversed 8% after-hours. Think it'll top the gainers board tomorrow? Predict now: #BybitEarningsSeason#

SpaceX just unveiled the most ambitious industrial projects ever attempted Terafab will be built in Grimes County, Texas and it is not going to be just another semiconductor factory It is planned to become the largest chip manufacturing facility on Earth, with more than 100 million square feet of manufacturing space The scale is even difficult to comprehend: • Approximately $16.8 billion for the initial phase • At least 3,000 permanent jobs • Logic, memory, advanced packaging and testing under one roof • Chips built for Tesla Optimus and autonomous Cybercabs • High-power chips designed for SpaceX’s orbital data centers • A long-term target of producing 1 terawatt of compute hardware every year Why build something this enormous? Because the combined chip demand from Tesla and SpaceX is expected to exceed 1 terawatt of compute - significantly more than the current global supply can support Instead of waiting for the semiconductor industry to catch up, SpaceX and Tesla are building the missing capacity themselves Tesla is scaling autonomous vehicles and billions of Optimus robots SpaceX is building rockets, satellites and space-based AI infrastructure Terafab will manufacture the silicon beneath all of it This is vertical integration at a scale we have never seen before: - Build the chips - Build the robots - Build the vehicles - Build the rockets - Launch the compute into orbit Most factories are designed around the needs of today Terafab is being designed for a future civilization operating across Earth, orbit and eventually the entire solar system This is literally sci-fi becoming industrial reality

SpaceX IPO lockup expires today More than 911M $SPCX shares, worth about $98B at recent prices, are now eligible to trade. That represents roughly one-fifth of the shares under lockup. Eligibility does not mean all will be sold, and more unlocks will follow.