Here’s a @SpaceX Q2 2026 Earnings Call Summary if you missed it. It was a banger: • Elon Musk says it’s not out of the question that Starlink will deliver the majority of the world’s internet in less than 10 years. • Grok 4.6 is probably coming out next week, and Grok 4.7 is 3-4 weeks out from today. • Grok 5 will incorporate all of SpaceX’s data. Elon Musk says this will make Grok the best engineer. • SpaceX is deploying AI compute faster than anyone else. Their efficiency is also the highest. • SpaceX expects to end this year with 2GW of AI compute. • By the end of the next year, SpaceX’s cumulative AI compute will be closer to 10GW. • SpaceX has desired to build compute exclusively with Nvidia. AI1 satellites will use Nvidia Vera Rubin GPUs. • SpaceX expects to launch its AI1 Satellites in 2027. • SpaceX will deploy their satellite rack design on earth, and in space because it will be a more cost-effective design. Cool. • Elon Musk on the SpaceX team: "We have the smartest, most dedicated team of humans that’s ever existed." • SpaceX sees enterprise connectivity revenue substantially exceeding the consumer business. • SpaceX has never lost an enterprise customer before. • SpaceX is building an enterprise sales team to go out and meet with companies. • Elon says SpaceX and Tesla are the two best companies at hardware, including China. • Elon says SpaceX will receive a significant percentage of NVIDIA GPUs going forward. • SpaceX is expecting to reach $100B+ ARR by the end of this year. • Elon says their internal projections for SpaceX reaching $1T in revenue has been pushed up to 2030, not 2031. Bullish. • Elon says Starship 14 is scheduled for the end of this month. • SpaceX may catch Starship during Flight 14. • Elon said launch cadence is increased. A year from now he sees SpaceX launching Starship every day. • SpaceX predicts they will take acquire a lot of customers from AT&T, T-Mobile, and Verizon with their Starlink Mobile service. • Starlink Mobile service will be available by the end of 2027. • SpaceX would need about 1,000 Starlink V3 Satellites to begin seeing improvements in overall service. This could happen in Q2 2027. • Elon says Starship’s heat shield is pretty much a solved problem at this point.