Building fast was the thread through the Elon Universe on 19 Oct.
Five from today:
1. SpaceX aerial photos at Brownsville showed steel standing 4 days after the slab for its new AI data centers. SemiAnalysis says only 1 in 5 big AI data centers gets built in under 2 years.
SpaceX tried to rent compute from AWS, GCP or anyone, then started building its own.
2. Deutsche Telekom, Orange, Telefonica and Vodafone signed a letter of intent to bid together for EU satellite-to-phone airwaves. No satellite partner picked yet.
Starlink got there by launching satellites. They're starting with paperwork.
3. Bandwagon-5 is now targeting Tuesday 20 Oct after SpaceX slipped it for recovery weather. The Starfall capsule flies for the second time and can bring up to 1,000 kg back from orbit.
About 2 hours 48 minutes after liftoff it separates from the rocket.
4. SpaceX posts Q3 results Tuesday 20 Oct, webcast 22:30 Stockholm time. Last count was 12.0 million Starlink subscribers on 30 June.
Every new subscriber is a home, a boat or a village that just got online.
5. Elon on giving SpaceX shares to kids: "giving shares, which are stakes in the future economy, directly to the people is the way."
For about 72 million kids it would be the first stock they ever own.
Tomorrow brings Starfall and SpaceX's Q3 numbers.
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Everyone counts chips.
My guess is the race is won by whoever gets them plugged in first, and SpaceX is building like it knows that.
4 days from bare slab to steel standing. That's how fast SpaceX is building its new AI data centers.
SemiAnalysis says only 1 in 5 big AI data centers gets built in under 2 years. At SpaceX's Brownsville site, aerial photos showed the steel going up 4 days after the slab.
The new one in Memphis is called Minihard.
Elon says it got the name for being half the size of Macroharder, and then they doubled it. It will hold about 220,000 Nvidia GB300 chips, which DCD says likely needs more than 400 MW.
This morning Elon said SpaceX tried to rent inference compute from AWS, Google or anyone.
Same story as 2002. Elon went to Russia to buy a rocket, they didn't take him seriously, so he decided to build his own.
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Artificial Analysis just launched a personality benchmark for AI models. 36 models, 900 questions.
Grok 4.7 is the only model in the top 3 on both:
- Conviction (direct, confident, willing to push back): #
3
-# Least slop (filler and generic phrasing): #
3#
Claude Fable is more direct but pads its answers more. GPT-6 Sol has less filler but is far less direct.
That is the mix I want from an assistant. Give me the answer and stop.
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SpaceX posts its Q3 numbers tomorrow.
I expect Starlink well past 12 million, and the gap to the old satellite companies only gets wider from here.
Starlink ended June with 12.0 million subscribers. A year earlier it had 6 million.
Hughes, the old leader in satellite internet: 622,000, down 24% in a year.
Viasat in the US: 115,000 and still shrinking.
Starlink is now 16 times bigger than both of them combined.
Hughes and Viasat beam internet from satellites 36,000 km up. Starlink flies at about 550 km.
Customers noticed the difference.
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Four of Europe's biggest phone companies want to compete with Starlink from space.
Between them they own zero satellites.
Deutsche Telekom, Orange, Telefonica and Vodafone signed a letter of intent today to explore a joint bid for the EU's satellite-to-phone airwaves.
They'd build the ground side in Europe and pick a satellite partner later.
Starlink is already sending texts straight to regular phones from orbit. Anyone can sign a letter of intent.
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All countries should have that kind of system in place!
Here in Sweden no one could give away stocks like this even if he wanted to!
‘All’ would disappear in taxes until nothing was left!
@Geiger_Capital Yes, giving shares, which are stakes in the future economy, directly to the people is the way
Finally, an employee who reads the whole email.
Grok
@Bot might turn out to be your favorite employee
Starlink ended June with 12.0 million subscribers. A year earlier it had 6 million.
Hughes, the old leader in satellite internet: 622,000, down 24% in a year.
Viasat in the US: 115,000 and still shrinking.
Starlink is now 16 times bigger than both of them combined.
Hughes and Viasat beam internet from satellites 36,000 km up. Starlink flies at about 550 km.
Customers noticed the difference.
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4 days from bare slab to steel standing. That's how fast SpaceX is building its new AI data centers.
SemiAnalysis says only 1 in 5 big AI data centers gets built in under 2 years. At SpaceX's Brownsville site, aerial photos showed the steel going up 4 days after the slab.
The new one in Memphis is called Minihard.
Elon says it got the name for being half the size of Macroharder, and then they doubled it. It will hold about 220,000 Nvidia GB300 chips, which DCD says likely needs more than 400 MW.
This morning Elon said SpaceX tried to rent inference compute from AWS, Google or anyone.
Same story as 2002. Elon went to Russia to buy a rocket, they didn't take him seriously, so he decided to build his own.
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NASA's own Moon schedule puts five Starship firsts in this quarter, and only one is done so far.
Still to come before the new year: the first V3 booster catch, the first ship catch, the first launch from Florida and the first reused V3 booster.
Next quarter comes the first propellant transfer between two ships. The first crewed landing is set for Artemis IV in early 2028.
The next ten weeks decide if that 2028 date holds.
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Instead of blocking bots I want only bots!
A trading desk inside X Money where only bots can trade stocks and options.
The owner does KYC once, picks the limits, and Grok trades through an API. Every gain or loss settles straight back to the X Money balance.
This week Schwab's CEO said they block outside AI agents from logging in to client accounts. Old finance still guards the login screen, while the customers of tomorrow will never even see one.
X Money already holds the cash, with a Visa card and accounts at Cross River Bank. Cashtag trades still go out to partner brokers like Interactive Brokers and Webull.
Bring those trades in house, for bots only, and the whole trade from cash to fill never leaves X.
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About 72 million kids, and for most of them it will be the first stock they ever own.
A company building rockets to Mars is quite a place to start.
That's a lot of kids watching the next Starship launch as owners.
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Next year, I will give one of my SpaceX shares to every kid in America.
This will be the first of many.
X web visits grew 6% from Q2 to Q3.
Of the world's 10 most visited websites, only TikTok grew faster.
Facebook and Reddit both lost visits in the same quarter.
Never decide in the same conversation that convinced you. Sleep on it.
Phone scammers always say you must act today, because a night's sleep ruins the trick.
Even the most persuasive thing ever built can't rush you if you wait until tomorrow.
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So many people are going to get one-shotted by super persuasive super intelligences and I might be one of them
Florida had a record 109 launches in 2025. This September was almost silent.
In August SpaceX flew its last planned Falcon 9 Starlink mission from Florida. Starlink had been 33 of the first 54 launches there this year.
From now on, Starlink out of Florida waits for Starship.
You don't pull your best rocket off your biggest job unless you're sure the next one works.
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True, even SpaceX’s competitor’s FUTURE plans are behind Starship 🤣🤣
456 a year means more than one Starship every single day, all from one spot in Texas.
Each one sends two stages back to the tower.
At that pace the tower is the busiest part of the whole operation.
Starship Flight 15 is reportedly no earlier than 8 Nov, and Elon's goal this time is to catch the ship too.
SpaceX is asking to go from 25 Starship launches a year at Starbase to as many as 456.
Nobody builds 456 rockets a year. That number only works if both stages come back and fly again.
The proposal also counts 912 landings a year, about two for every launch.
The FAA has only started its review. Nothing is approved yet.
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Facts by #
JoeHansenFacts#
That green flash right before a Falcon 9 lifts off is the engines being lit.
The Merlin engines start with TEA-TEB, a chemical mix that bursts into flame the moment it touches oxygen. The boron in it burns green.
Every start uses up a charge. At liftoff it comes from the pad, but in flight only the upper stage engine and the three landing engines carry their own. That puts a hard limit on how many times they can restart.
Raptor on Starship skips the chemicals. Spark plugs light small torches, and the torches light the engine.
No cartridges to run out of, and nothing extra to ship to Mars.
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Sunday wrap from the Elon Universe, five worth knowing.
1. SpaceX reports Q3 on Tuesday, Tesla on Wednesday. Evercore expects SpaceX to end 2026 above $100B a year, mostly from compute deals.
If that holds, the next big jump comes from compute deals.
2. The FAA is reviewing a SpaceX request for up to 456 Starship launches a year at Starbase, up from 25 today.
Phase 1 alone would be 100 a year.
3. Elon says Optimus and Cybercab will be most of Tesla's value, and only superintelligence, robots, solar and mass to space scale to K2.
About one part in two billion of the Sun's power reaches Earth. K2 means using the rest.
4. Falcon 9 flies Bandwagon-5 on Monday with 32 payloads and the second Starfall demo, on the booster's 19th flight.
A 19th flight barely makes the news anymore.
5. A user said an elderly neighbour would buy a Tesla with FSD if the screen text were bigger. Elon replied that a large font option is coming.
The people who need FSD most are often the ones who can't read small text.
Busy week ahead, and it starts Monday at the Cape.
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I would choose the other way completely!
A broker built only for bots wouldn't need an app, charts or a login screen. Just a lightning fast API, live prices, and limits the owner sets once.
The bot reads the news, checks the numbers and places the trade in milliseconds.
The first broker that says yes to bots gets the traders Schwab turns away.
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CHARLES SCHWAB $SCHW CEO RICK WURSTER IS SKEPTICAL OF AI AGENTS TRADING STOCKS FOR YOU
He says most clients will still want a mix of people and technology, per WSJ.
- Schwab blocks outside AI agents from logging into customer accounts
- It's testing letting some traders connect Claude to their accounts, with a wider rollout planned
- Its own AI assistant, Charley, won't act fully on its own
"There's no magic recipe to outperform the market. If it were that easy, there'd be a lot of hedge funds doing it."
"We're not trying to keep up. We're the leader."
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Now anyone can hire the smartest and most loyal employee in the world.
Until now only executives had an assistant like that. Now a plumber or a corner shop owner gets one too.
Grok
@Bot is like hiring an incredibly competent employee