We took a ride on a robotaxi on the Suntrax course and it successfully navigated all hazards — a kid running into the street, a crash with police stopping traffic, a Model S cutting us off, etc. Impressive!

We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe Watch @ElonMusk deliver a company update to @SpaceX employees

Grok Build pulled together all the latest $SPCX analyst price targets for me. My bet? Give it a few years and we’ll look back at every one of these estimates and realize just how low they were.

RIP to OpenClaw. 🦞 There’s a new sheriff in town named Grok Bot… AI teammates that sign into your tools, work for you 24/7, and actually gets the work done. Can’t wait to start building my own team of the world’s 50 smartest AI workers.

At this point, if you truly care about your life, your safety, and your finances, I genuinely don’t understand buying anything other than a Tesla. The amount of technology, performance, safety, software, charging access, and constant improvement you get for every $ dollar spent is just on another level. Dollar for dollar, it’s not even close anymore.

Ron Baron, who I consider to be the GOAT of investing, is super bullish on SpaceX’s Starlink. “Starlink is going to be the internet for the entire world.” There are 8 billion people on Earth today, 3 billion still have no internet, and much of the other 5 billion still has poor or unreliable service. Also, Starlink has the ability to reach the places terrestrial networks can’t economically serve, like oceans, mountains, deserts, airplanes, basically anywhere on Earth. These are Baron’s numbers: • $15-17B revenue today • $1 TRILLION in annual revenue within 10 years • 20-25% consumer • 40% government • 40% enterprise • $700–800B in annual profits/EBITDA His conclusion is that he thinks “Starlink alone will be worth somewhere around $14 trillion.” Meanwhile, the entire SpaceX company is valued at less than $2 trillion today… And the real holy grail behind all this is reusable rockets. SpaceX can launch, replace, and expand its satellite network at a cost competitors simply can’t match. That advantage compounds as the constellation gets larger, faster, and more capable. Baron is calling SpaceX the most unique business he has seen in his entire 56-year career. I agree. Today’s SpaceX valuation is going to look absurdly cheap in hindsight.

I believe the company that owns the compute will ultimately win AI. And the company I’m betting on is SpaceX. Right now, AI is becoming less of a software race and more of an industrial race. You need massive amounts of chips, power, cooling, land, networking, and capital just to keep scaling. That’s why owning the compute matters so much. Most AI companies still depend heavily on someone else’s infrastructure… SpaceX on the other hand is building toward owning the entire stack w/ the AI models through xAI, massive compute clusters on Earth, the energy to run them, Starlink’s global network, its own satellite manufacturing, AI satellites, and most importantly, Starship. The biggest bottleneck in AI is going to eventually be energy. Earth has limits… power grids, permits, land, cooling, and years-long infrastructure buildouts. Space gives SpaceX another path. If and when orbital AI compute works at scale, SpaceX will eventually put data centers where solar energy is abundant, cooling doesn’t require water, land doesn’t matter, and the company launching the hardware is the same company operating the AI. That’s the part I think many people, especially the ones betting against SpaceX, are missing. SpaceX is building the physical infrastructure that will determine how much AI can exist in the first place. Yes, algorithms, data, talent matters… but at the end of it all, it will come down to compute, every AI company depends on it. And if the future of AI comes down to who can deploy the most compute, with the cheapest and most scalable energy behind it, I know who I’m betting on. It’s SpaceX. This company is so undervalued, it’s not even funny.

America is the greatest country on Earth. 🇺🇸 This is the ONLY country where people like Elon Musk, Steve Jobs, and Jensen Huang can dream bigger than everyone thinks is reasonable, and then build those dreams into companies that truly change the world. The best entrepreneurs. The boldest builders. The biggest companies. The greatest opportunities. Technology, AI, space, energy, medicine, entertainment… the future is first built here. America rewards the people willing to take the risk, do the work, fail, get back up, and try again. The land of the free. The home of the brave. There’s nowhere else I’d rather be. America is the heart of innovation.

The only @robotaxi photo you need to understand why Tesla + SpaceX will become one company. This is the first Starlink-integrated Cybercab. And Elon just told us where this is going before: “All cars will have Starlink in the future. It’s the only way to get super high bandwidth to billions of vehicles.” Tesla is building the autonomous vehicles and the AI that drives them. SpaceX is building the satellite network capable of connecting those vehicles almost anywhere on Earth. Robotaxi + FSD + Starlink. The car, the intelligence, and the global communications network are all working as one stack. Take in the signal, NOT the noise. These two companies being one is inevitable… the technologies are clearly merging.

Elon is a HUGE reason the United States is going to lead the world in manufacturing, robotics, AI, energy, and space. Tesla pushed American manufacturing forward. SpaceX made the U.S. dominant in launch and space infrastructure. Optimus is pushing robotics at scale. xAI is competing at the frontier of artificial intelligence. You can disagree with the man, but it’s very hard to deny the impact. He put America back at the center of the technological future. Otherwise we’d honestly be getting crushed by China today… Every American should be super proud. 🇺🇸

Far more than that. As I’ve said publicly, bandwidth demand will increase massively due to AI & robotics. Their need for data transfer is orders of magnitude more than humans! Even if the communications market merely doubles in size, I would expect Starlink to reach at least 25% market share outside of China (maybe one day in China too), which would be over half a trillion dollars in revenue per year. It’s not out of the question that Starlink carries more than 50% of Internet traffic long-term, which would probably be over a trillion/year. There is no obvious impediment to that outcome so far.