SpaceX’s Direct-to-Cell service delivers wide-area coverage from orbit, but it still runs into the classic satellite limits: capacity and densification in crowded areas. The most elegant fix is already sitting in Tesla’s network — Supercharger stations and the coming Cybercab fleet. Turn Superchargers into fixed small cells and Cybercabs into mobile densifiers, backhaul the whole …
I was wrong in thinking that SpaceX would buy 5G celltower equipment from the Echostar auction. It is the wrong equipment to get and involves paying rent to cell tower companies. SpaceX can make its own small cell systems at supercharger sites and on cybercabs. Another problem with the Dish Wireless system was that it …
When did Tesla FSD 15 get installed into Robotaxi? It happened 2 month ago and Tesla slowed the unsupervised robotaxi program to reset and work with the new software. Tesla said they had 380,000 miles without notable incident, which also coincides with the amount of unsupervised robotaxi miles of the last 2 months. Clearly Tesla …
The big upgrade is that Grok now controls real car functions through natural conversation. Here’s what you can do Phone Calls & Media “Call John” “Play my workout playlist” “Play something upbeat” Vehicle Controls “Set temperature to 72°” or “Turn on the AC” “Make it cooler” “Open the glovebox” Ask Your Tesla “What’s my current …
SpaceX Starlink V5 satellite terminal directly integrated into the Cybercab’s roof structure (alongside the GPS antenna, 5G LTE antenna, FSD computer, and various cameras). This is a clean, factory-integrated design rather than the external Starlink Mini dishes spotted on earlier prototypes/testing vehicles (often mounted on the trunk lid). Starlink V5 directly integrated in Cybercab pic.twitter.com/FxzTtzjB6I …
Reports indicate Tesla suppliers were issued specific Optimus Gen 3 parts procurement guidelines, requiring them to increase production capacity to 1,000 units per week by September of this year and increase to 2,000 to 2,500 units per week by end of year. They are stating Elon reviewed and approved the latest version of Optimus during …
Tesla had its best-ever Q2 vehicle deliveries and there will be strong FSD sales. FSD V14-lite is rolling out to Hardware 3 vehicles and there will be more FSD sales in China and Europe. This is expected to significantly boost subscription revenue and improve used car resale values. The +34% QoQ delivery has fixed‑cost absorption …
AI data centers and compute represent a much bigger and faster-growing opportunity for Tesla than robotaxis. AI can generate $50–100 billion in annual revenue per gigawatt of power — dramatically outpacing typical robotaxi economics. Massive Untapped Grid Capacity The U.S. grid can unlock tens to ~100 GW of new AI data center load without building …
A pro-growth, pro-family, pro-entrepreneur tax plan that keeps the AI economy broadly owned — and therefore politically and socially sustainable. This is a Nextbigfuture, Brian Wang proposal for broadening AI participation. The strategic bet, you don’t beat the appeal of confiscatory, anti-market politics by arguing against it. You beat it by giving the people most …
This is what most Tesla shareholders are still missing. Tesla/SpaceX/xAI have a massive advantage in power (natural gas turbines + solar + batteries + Virtual Power Plants). They’re turning AI data centers into modular “Megapods” — factory-built Lego blocks that can be deployed extremely fast. xAI’s Colossus is already scaling aggressively with behind-the-meter power. Tesla …
Tesla will have over 500,000 cars per quarter for Q3, Q4 2026 and every quarter there after. This is more than the predictions from analysts. I am predicting over 1.1 million vehicles delivered in Q3 and Q4, which is 200,000 over the analysts for the next two quarters and over 2.1 million cars for 2027 …