@Amy787 Well said, Amy. The political noise will be loud, but the practical reality on the ground is what ultimately matters for Tesla and SpaceX. Business fundamentals and consistent execution have a way of cutting through the theater. I appreciate your clear-eyed take.

Yes, "access to the customer" is the key phrase. Elon has said the deal failed because Delta wanted passengers to go through its own Delta Sync branded portal/login (which would let the airline control the experience, loyalty funnel, and presentation). SpaceX requires Starlink Wi-Fi to work seamlessly with no “annoying portal,” “as though you were at home.” Elon also said that Delta “wanted to make it painful, difficult and expensive for their customers.” So that's what "access to the customer" really means.

Yes, "access to the customer" is the key phrase. Elon has said the deal failed because Delta wanted passengers to go through its own Delta Sync branded portal/login (which would let the airline control the experience, loyalty funnel, and presentation). SpaceX requires Starlink Wi-Fi to work seamlessly with no “annoying portal,” “as though you were at home.” Elon also said that Delta “wanted to make it painful, difficult and expensive for their customers.” So that's what "access to the customer" really means.

420 Model Y's and 319 Cybercabs With the X-Takeover in Austin this weekend, Tesla is likely going to grow faster than 17% week-over-week growth in paid autonomous miles this week. This table also shows the number of vehicles they need to add each week to maintain the 17% growth rate. This week they would need to add about 66 to 77 vehicles to the fleet to bring it up to 451 to 528 vehicles to support the fleet's needs over the next week. But we know they've added 150 vehicles in Texas so far this week, bringing the Texas fleet to 739 vehicles - so they appear to be about two weeks ahead of the 17% growth curve. Unless, of course, they are growing faster than 17% week-over-week - and in that case, they would need a larger fleet to handle the growth. Either way, it's a good sign - the Robotaxi fleet is continuing to expand in a way that support's Ashok's guidance and the weekly growth in paid autonomous miles is 17% or higher! Note: The revenue numbers in the table assume $2.50 per mile and assuming 100 paid miles per day per vehicle.

Starlink is a UFO detector Because the dense network of Starlink satellites continuously emits and receives radio waves, it acts essentially as a massive, Earth-facing phased array telescope. And because this massive radar system looks down on the Earth from space, it could theoretically detect advanced stealth aircraft that are designed only to evade radar looking up from the surface. Therefore, Starlink functions as a stealth airplane and "UFO detector." Source: All In Podcast

Optimus Form vs Function Function: Some clothing will have a practical purpose. An Optimus working on a construction site may need a reflective vest and hard hat. One working outdoors might need boots for mud, water, or rough terrain. Uniforms could identify a robot’s job, employer, or safety requirements. In many environments, what Optimus wears may simply become part of its equipment. Form: But humans don’t dress things only because they have to. We personalize almost everything around us - cars, phones, homes, pets, even digital avatars. Once humanoid robots enter our homes and daily lives, people are going to dress them too. Whether Optimus needs clothes or not, humans will almost certainly want it to wear them.

Tesla's Massive Impact as of Q3 2026 With 10.2 million Teslas sold since 2012 here's a rough estimate of the annual impact of all those Teslas: 1) 4.3 billion gallons of gasoline not burned every year - avoiding roughly 38 million metric tons of tailpipe CO₂. 2) About $19 billion saved annually by not buying gas. Some of that goes to electricity, but most of it stays in drivers' pockets. Assumes 13,500 miles driven per year, 32 MPG (if they were driving an ICE car) and a fuel cost of $4.40 per gallon. These savings are quite conservative as fuel costs in Europe are more than double that in the U.S. 3) 10.2 million people (plus their families) who don't have to stop at nasty gas stations. 4) 360 million gas-station fill-ups avoided every year. 5) 2,867 fewer gas stations needed (assuming the average gas station sells about 1.5 million gallons per year). 6) 60 million hours of human time saved annually. Assuming just 10 minutes per gas-station stop and those avoided fill-ups save almost 60 million hours a year - equivalent to roughly 6,800 years of human life every single year. Home charging changes the refueling experience from something you actively do to something that happens while you sleep. 7) 10.2 million people who resolve most "recalls" with over-the-air software updates without wasting time at sleazy car dealerships. 8) No oil changes - so there's another 34.4 million gallons of motor oil saved (assuming oil changes every 5,000 miles and 5 quarts of oil used). Used-oil waste handling also disappears. 9) 10.2 million fewer tailpipes = better air quality, especially in urban areas. That means fewer asthma cases and less respiratory illness. 10) Millions of other maintenance items eliminated. No spark plugs, engine air filters, fuel injectors, fuel pumps, catalytic converters, mufflers, exhaust systems, alternators, starters, timing belts, or conventional multi-speed transmissions. Not all would be replaced every year, obviously, but across 10.2 million vehicles the cumulative reduction in parts, manufacturing, service labor, and waste is enormous. 11) Thousands of tons less brake dust every year. Applying EPA brake-wear estimates and published regenerative-braking reductions to 137.7 billion Tesla miles suggests roughly 2,200 - 3,250 metric tons of brake particulate emissions avoided annually. 12) Thousands of tons of gasoline vapors never enter the atmosphere. Teslas have no fuel tanks, gasoline lines or refueling events, eliminating evaporative hydrocarbon emissions from billions of miles of driving and billions of gallons of gasoline handling. 13) Potentially 3.7 billion cold starts eliminated every year. Cold starts can produce a disproportionate share of a gasoline car's local air pollution because the catalytic converter hasn't warmed up yet. Teslas simply don't have them. 14) Even idling disappears. If comparable gasoline cars averaged just five minutes of idling per day, 10.2 million Teslas represent roughly 80 to 155 million gallons of gasoline a year that isn't burned while going nowhere. 15) Tesla also eliminates an enormous gasoline supply chain. 4.3 billion gallons equals roughly 102 million barrels of gasoline a year, or about 280,000 barrels every day. That's the equivalent of roughly 1,400 gasoline tanker loads every day that don't need to be delivered to filling stations. 16) Millions fewer combustion engines producing engine and exhaust noise. At low urban speeds, EVs can be several decibels quieter than comparable gasoline vehicles. At higher speeds the advantage largely disappears because tires, airflow and road surfaces become the dominant sources of noise. 17) About 10 million people have (FSD ready) vehicles that have the potential for a built-in chauffeur! The car increasingly becomes a machine that can also give its owner time back. 18) And the safety impact may ultimately dwarf everything above. Teslas incorporate automatic emergency braking, active collision-avoidance systems, extensive crash engineering and increasingly capable driver-assistance software. Across billions of miles traveled every year, even relatively small improvements in accident frequency or severity can translate into meaningful numbers of injuries - and potentially lives - saved. Note: I realize that not all 10.2 million Teslas are in operation today - sadly some were lost in accidents with Hondas (@WhamBaamX) and a few more were torn apart by @teardowntitan I know this is not an exhaustive list - what did I miss?

Phil points out that the 26 Starlink V3 satellites deployed by Starship 14 today - which each have six space lasers capable of 400 Gbps apiece - gives Starlink the beginnings of a much more powerful network within space.

SpaceX upcoming Events / Milestones / Catalysts In collaboration with @aaronburnett (the most knowledgeable person I know on all things SpaceX) here's an updated Events / Milestones / Catalysts list for SpaceX. A successful Starship Flight 14 and deployment of the first 26 Starlink V3s today!