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.