SPACEX-TESLA MERGER: THE DEFINITIVE DEBATE Was Elon telling the truth about the WSJ report on Tesla China? @TeslaBoomerMama sees a trial balloon. @TeslaLarry believes Elon and says the merger may not be as advanced as she thinks. A remarkably candid debate about Elon, China and control: > Alexandra says Tesla China had to be considered in any serious merger analysis > Larry says the formal merger machinery may not even have begun > Both believe the merger is coming > They sharply disagree on timing, Elon’s denial and what the WSJ report really means ⚡Full episode linked in post below!👇🏽

🚨STARSHIP IFT-13 HAS JUST BEEN SCRUBBED! But the significance of what @SpaceX is attempting has not changed. 20 Starlink V3 satellites. Not dummies. Arrays, antennae and laser links activated within minutes. @TeslaLarry says attempting this on Flight 13 is itself a huge signal. Larry believes V3 production is already underway and that SpaceX must have considerable confidence in the satellites to place 20 of them aboard such a demanding test flight. “They must be pretty confident in themselves.” A few things that really stood out from our pre-launch conversation: > Larry expected this milestone on Flight 14 or 15, not Flight 13 > Twenty functional satellites are an enormous step beyond dummy deployments > SpaceX plans to extend their arrays and antennae, then attempt laser connections during the short suborbital flight > The mission could show whether Starship is ready to become the deployment engine for the next generation of Starlink The launch can wait. The implications of what SpaceX is preparing to test remain just as consequential. ⚡Full episode + all the latest updates in the next post in 🧵👇🏽

Grok 4.5 is doing more than winning benchmarks! In @TeslaLarry's workflow, a rival model was under 10% faster but cost 4x more. Now Elon wants the next Grok to “close the loop” on real-world engineering across his companies. That led us into a much bigger conversation about what happens when cheaper intelligence meets real-world manufacturing: > Grok was cheaper than the open-source models Larry benchmarks against, potentially making some workflows viable weekly or even daily instead of monthly > The next release is intended to tackle engineering problems across Tesla, SpaceX, Neuralink and The Boring Company > Also, Tesla dismantled the Model S/X line at Fremont in just 46 days to make way for Optimus production > The new line is expected to use modular equipment built and tested in Germany before being installed at Fremont > Larry believes Tesla will need several rounds of iteration before it works out how to automate humanoid production at scale # @grok could make engineering intelligence dramatically cheaper. # @Tesla_Optimus will test whether Tesla can turn that intelligence into machines at industrial scale. ⚡Full episode linked in the post below.