Starlink Mobile and Qualcomm are going to build the worlds first fully integrated nationwide satellite and terrestrial network. You will be connected with 5G no matter where you are and that is something that these legacy Mobile carriers cannot offer. They are starting the deployment in early 2027. I also believe these mobile carriers underestimate just how fast SpaceX can build out infrastructure, they’re about to learn what full vertical integration looks like.

I see a lot of people worried about Talarico winning Texas and calling out Elon musk and people are thinking he’s going to ruin Robotaxi and his companies. I have some new for you, it won’t matter that much. FSD is too good and only getting better. Robotaxi is already spreading across Texas with an equal to or higher safety rating than Waymo, and nothing is going to stop that. This could have worked in 2020 but not now. As for SpaceX they will be fine and no, they’re not going to be nationalized. I think people overreact a little with these mid terms personally.

KTLA should be ashamed of themselves for spreading lies and misinforming the public. FSD doesn’t just lose control and run off the road and hit things. That is an objective fact. Saying “confirmed by authorities” is BS, they have no way to confirm this. When can we put laws in place to sue the news for dangerously misinforming the public on purpose? On purpose is the key word here. This should be illegal.

My thoughts on Tesla Robotaxi, Waymo and how everything is looking to change in 2027. I don’t see how companies compete with Tesla long term. No one is going extinct but there will be a top dog with majority market share and I know where I’m placing my bets.

Tesla Robotaxi longest streak so far for adding vehicles was 3 days in a row, September 21st to September 23rd 2026. The most they have ever added on a single day was 150 Cybercabs on Oct 8th 2026.

I’m confident from my Robotaxi experiences that V15 will be the best self-driving system in the world, and it won’t be close. This is on HW4. Imagine what much larger models on AI4+ and AI5 could do. Competition is important, but from what I can tell, it will be hard to catch Tesla—they’re not standing still; they’re iterating very quickly.

"First they ignore you, then they laugh at you, then they fight you, then you win" This is literally what Starlink Mobile is going to do to these carriers and I can’t wait. It won’t be the death of these carriers but it will eat their market share like faster than they can yell “high speed 5G” Literally sign me up yesterday.

SpaceX start launching their AI data centers to space next year and Google already has tested this at a smaller scale and it works. Funny enough via a Falcon 9 rocket. Armchair engineers are always funny to come across.

First @robotaxi was absolutely amazing. Picked us up right at the restaurant, pulled over for emergency vehicles, battled traffic and dropped us off right at the UPS store to pick are luggage up. First impressions are everything and this was 10/10

Huge news from NHTSA today! They’re launching the ASCEND consortium, a cooperation agreement with SAE to expedite the development of data-driven AV performance standards. Their top priority is to inform and accelerate corresponding FMVSS standards. “Many of the regulations were designed when no one envisioned a vehicle without a human driver, and therefore require or reference manual controls.” “This means that the technology of the future is often tethered to the regulations of the past. So we are working diligently on much-needed FMVSS updates to account for new designs enabled by automated driving systems, without compromising safety.” Their ADS performance rulemaking will provide federal leadership by delivering an AV competency standard that will hopefully address inconsistent state and local requirements. Vehicles like the Tesla Cybercab are being held back by old laws and standards that no longer make sense, and NHTSA is well aware. It’s great to see them taking this initiative quickly.

NHTSA has asked Tesla for a Special Order after the Cybercab Audit Query on September 3rd. Tesla’s response to this Special Order must be provided to NHTSA’s Office of the Chief Counsel by September 30, 2026. Tesla’s response must be signed under oath. "On September 3, 2026, NHTSA opened 26002 to evaluate Tesla’s basis for certifying that its Cybercab vehicle complies with all applicable FMVSS. This Special Order requires information related to the process and technical data on which Tesla relied when certifying the Cybercab and related issues. NHTSA is asking 21 requests questions to be answered. Below is a link to all of these questions. I personally think NHTSA will accept Teslas answers to why it does meet the FMVSS standards. The Cybercab was never meant to have driving controls as it was built from the ground up to be autonomous. I also beleive Tesla will use their safety data as a reason why they beleive the vehicle does not need these traditional controls and mirrors.