R K retweeted
Expected profit growth in next 4 years:
SpaceX: +7,923%
Marvell: +508%
AMD: +501%
Arm: +335%
Palantir: +334%
Broadcom: +306%
Celestica: +285%
Oracle: +193%
Nvidia: +168%
Vertiv: +112%
Arista: +112%
TSMC: +110%
Microsoft: +101%
ASML: +91%
Dell: +83%
Meta: +75%
Amazon: +36%
Alphabet: +30%
Based on expected 4-year net income growth, includes current fiscal year)
Source: average analyst estimates (Bloomberg)
Robotaxi updates
Service
– Operating hours are now 6am - 2am
Features
– Rear view camera feed now available to view during your ride
– Trip details can be shared with a friend
– New Live Activity design & experience
– Calm Mode dims the screen & sets cabin lighting to a relaxing state
– Grok now available on our Model Y vehicles
Accessibility
– Improved vehicle locating arrow in the app
– Added haptic feedback to assist users in finding their vehicle
– Music Control via Screen Reader
R K retweeted
You get $99 in Tesla credits for every person you refer to FSD if you purchased it in full
R K retweeted
Tesla just launched a new FSD Referral Program!
When you refer a Tesla owner to subscribe to FSD, you will earn one month of free FSD (Supervised) or a $99 Tesla Credit (if you own FSD outright).
• Sharing your referrer link grants eligible customers a one-month FSD (Supervised) trial (if they haven’t subscribed to FSD in the last 12 months).
• You will receive the reward if they subscribe during their trial period.
• You can only receive referrer benefits up to 12 times per calendar year.
R K retweeted
Anthropic filed a potential $2 trillion IPO, the biggest in history. SpaceX closed $40 billion in GPU debt at 8%, while Elon predicted “guppy level death” for the 200 NeoClouds borrowing at 15% with no revenue backstop. China’s Kimi model is now five weeks behind the US frontier. And OpenAI’s agents figured out how to communicate with each other using processor timing alone.
-- Anthropic revenue: $16.3B in H1 2026, 14x year-over-year, first operating profit of ~$1B.
-- GPT 6.1 Terra cut hallucinations 50% and halved token price, 53 days from Astra to Terra
-- Warhound launched: genetically engineered military dogs, $200M raise at $1.2B valuation.
-- Marathon Fusion turned mercury into gold — beat CERN’s record by 10x, ~2 tons of gold per gigawatt plant per year
R K retweeted
SpaceX has announced that it is introducing dynamic pricing for @Starlink Residential plans in select areas based on supply of capacity and demand from customers.
"As our constellation grows and network capacity changes, service pricing may change from time to time. Beginning with your next billing cycle on or after November 30, the monthly price for your Residential service plan will be adjusted to $156/month."
It looks like pricing differences are currently limited to a max 20% increase and 20% decrease.
SpaceX says: "Given this rapid pace of change, we will be reviewing prices on a regular basis, roughly quarterly."
R K retweeted
Have your GrokBot listen to customer feedback.
And make the world better for everyone.
Cybercab has debuted a new grab bar to make wheelchair transfers easier. @Wheelchairpapii made the suggestion in his viral video last month about his Cybercab experience as a wheelchair user. nitter.cf/Wheelchairpapii/status…
R K retweeted
TESLA: Megapacks have begun arriving at the Eccles Battery Energy Storage System near Coldstream in the Scottish Borders.
The project is a 500 MW / 1,000 MWh (1 GWh) site developed by Matrix Renewables. Tesla holds the full engineering, procurement, and construction agreement for the Megapack installation.
The Scottish Government approved the project in 2023; construction started in November 2025. Commercial operations are expected in autumn 2027 in partnership with EDF.
The site sits on key transmission corridors between Scotland and England and is intended to support grid flexibility and renewable integration.
More Tesla news in today's EC below!
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