Cybercab in front of Tesla Engineering HQ, Palo Alto

BREAKING: Brazil’s Amazonas deploys 420 Starlink Minis at remote election sites. The terminals will serve 400+ hard-to-reach polling locations, including communities that can take hours or even days to reach by river. The result files will also be transmitted through Starlink.

Elon Musk is wearing a “WE, ROBOT” T-shirt today. Cybercab was unveiled to the world for the first time at Tesla’s “We, Robot” event back in October 2024.

The future is autonomous.

BREAKING: Oppenheimer analyst Timothy Horan says @SpaceX is now a competitor to Anthropic. “The company is doing an incredible job with AI.” Grok Bot is “an agent that can basically run your life for you over time.” “I think Grok Bot is about to go viral.”

BREAKING: Nearly 2,000 customers across Greater Memphis and Southaven have signed up for @Starlink at half price since late June. SpaceX is continuing the offer: • 50% off Residential plans for new and existing customers • No upfront kit costs for new customers

BREAKING: Elon Musk held a virtual meeting today with France’s Transport Minister Philippe Tabarot about Tesla FSD 🇫🇷 France is entering on-road testing with two FSD-equipped Teslas as authorities work with Tesla ahead of an EU approval decision expected in the coming weeks.

BREAKING: Gulf Air just announced that 75% of its A320neo fleet is now equipped with Starlink. The rollout enables ~1,000 flights every month to offer high speed internet. Gulf Air plans to expand Starlink across its entire fleet, with B-787 rollout expected to follow in 2027.

Everything is computer.

BREAKING: FAA gives @SpaceX a major environmental green light for expanded Starship missions. The FAA found no significant environmental impact from plans to expand Starship’s contingency landing areas across the Pacific and add another route for Starship to return and land at Starbase. The decision covers: • Larger contingency areas near Hawaii and in the Southeast Pacific • A new Northern Pacific contingency area • Temporary airspace closures for another Starship route back to Starbase One more major hurdle cleared as SpaceX moves Starship closer to frequent, fully reusable spaceflight.

BREAKING: Elon Musk is now worth $892 billion, according to Forbes. He remains the world’s richest person by a huge margin, worth more than the next three richest people combined. No one else is even close.

The more I use Grok @Bot, the less I want to use anything else.

BREAKING: Uber is cutting 10% of staff in its biggest layoffs since COVID as robotaxis threaten its business. It plans to spend $10B + to compete. Tesla saw this future years ago & built the car, software and fleet. Cybercab is the future. Uber is now spending billions to chase.

Grok Bot summary of NVIDIA CEO Jensen Huang’s fireside chat at today’s G20 Meeting: Power, data centers, and infrastructure - He said AI has turned a corner: it is now productive infrastructure, like energy or the internet, not just phones and PCs. - Energy is the bottom of the stack. You cannot produce intelligence without it. These systems turn electricity into mathematics, then into something you can sell. - Compute is priced like power: dollars per million tokens, the way energy is dollars per kilowatt-hour. - A data center is land, power, and a shell. Plug energy in, and money starts coming out. - Every country needs this the way it needs water, roads, electricity, and the internet. Local capacity is what activates researchers, students, startups, and industry. - US edge he cited: pro-energy growth and faster regulation. This year, close to a trillion dollars into US infrastructure, and jobs across chip fabs, computer plants, and “AI factories.” - Scale: one gigawatt of this infrastructure is about $50–60 billion (old-school, a $25 billion chip fab felt huge). NVIDIA’s plan: 100 gigawatts by the end of the decade. AI as a growth engine - The “token” is just a number produced by a lot of computation. String enough of them together and you get an image, a paragraph, an answer, or a new idea. That is how you put a price on intelligence. - Once you use it, the value is obvious: more productive workers, more capable engineers, faster education for young populations, a quicker lift for countries building science and tech. - For 50 years, computers were a tool for maybe 10–20 million people who knew how to program. Now anyone can program a computer in human language. He called that the great equalizer. - AI is a five-layer cake: energy, chips, data-center infrastructure, models, then data and applications. The US is trying to lead the whole cake. Other countries do not have to win every layer. They should pick where to invest, and push adoption into education, healthcare, manufacturing, and science. - NVIDIA’s pitch: it runs American models, international models, and models in biology, chemistry, physics, and robotics. - AGI in the next couple of years, and he argued we are practically there now. That does not mean a company plugs into an API and becomes productive overnight. Even a brilliant MIT hire still needs context, purpose, and a harness around them. Same for AI. - Tasks get automated. The job’s purpose (context, meaning, direction) stays. People get supercharged, not replaced. “All the jobs disappear” he called nonsense. - Use off-the-shelf AI where you can, but every country and company still has to build some of its own intelligence. Do not outsource all of it. - Next 5–10 years: things that took 10 years take 1; things that took a year take a month. First time innovators talk about adding $20–50 trillion of benefit to a $100 trillion industry. Robotics and physical AI - AI starts as software. What made LLMs useful was putting an “agent harness” around them: retrieval, working memory, tools, collaboration. - Put that agent in a body and it is a robot. Four wheels: a self-driving car. A manipulator: pick-and-place. Also grocery and logistics vehicles, surgical robots, autonomous drug-discovery labs. - Same idea throughout: a large language model plus an agentic system, using digital tools or physical ones. How countries should play it - Treat AI as infrastructure, then actually build some of it at home. - You do not have to invent every layer. You do have to get AI into your own industries. - The real risk is not using it and getting left behind. Safety and regulation - New tech always looks like magic. Building it is engineering, and the people building it own safety, the way they do for cars and planes. - He wants the tech to advance faster, because advancement is what made it safer (less hallucination, grounded in real truth). - Balance fear-and-safety talk with prosperity talk. Airline analogy: passengers did not want ads about whose plane was safer. They wanted new destinations. Safety is the builder’s job, not the public’s daily burden. - Regulate actual, pragmatic harm, not hypothetical harm. Fold AI into agencies that already exist (FDA, NHTSA, and the rest) instead of inventing a freeze on early S-curve tech. Why GPUs, in his telling - A GPU is a general-purpose parallel processor: physics, chemistry, graphics, and AI. - 14th-generation architecture, in clouds, on-prem, at the edge, in robots and cars. - Because a gigawatt costs $50–60 billion, you want an architecture that is fungible and durable. If models change (and they are changing fast), a too-specialized chip can obsolete the whole investment. That, he said, is why NVIDIA’s growth is accelerating.

BREAKING: A Pennsylvania man who threatened to kill Elon Musk and President Trump has been sentenced to 4 years in federal prison. Not many people know that Elon Musk received more than 17,000 death threats last year. Protect Elon at all costs.

BREAKING: Oppenheimer raises its SpaceX price target by 12% to $280 and maintains its Outperform rating. The firm says SpaceX stands apart with its vertically integrated AI platform: • Cursor acquisition is already having a transformative impact. • AI usage and efficiency are ahead of expectations. • New NVIDIA Rubin GPUs could repay their investment in roughly one year.

BREAKING: Argentina officially approves the framework for Starlink’s $9.97 million donation. ENACOM Resolution approves a donation contract, 3-party agreement with Ministry of Human Capital, renewable 3y term & 4 staged contribution. It advances the 6000 school @Starlink rollout

NEWS: American Airlines will pair high-speed @Starlink Wi-Fi with its newly announced next-generation 4K seatback experience. American Airlines is making Starlink a key part of its massive next-generation onboard upgrade. Starlink installations begin in 2027.

BREAKING: SpaceX and 4iG sign a first-of-its-kind European partnership to expand @Starlink Mobile across four countries. The agreements were signed in Bastrop, Texas, by 4iG CEO Gellért Jászai and SpaceX President and COO Gwynne Shotwell. • Starlink Mobile will first launch in Hungary and Albania with apps and messaging, connecting people in remote areas • It connects directly to LTE-compatible phones without dedicated satellite equipment • Next-generation Starlink Mobile V2 will expand to Montenegro and North Macedonia, delivering high-speed broadband directly to phones • It will keep customers, public services and critical infrastructure connected during emergencies and terrestrial network outages • SpaceX and 4iG will also introduce Sovereign Solutions for secure government and national-security communications Jászai called it a “historic partnership,” while Shotwell said it will deliver “resilient direct-to-device connectivity” across Hungary and the Western Balkans.

BREAKING: Tesla sales soar 163% in Australia as Model Y remains the country’s best-selling EV 🇦🇺 Tesla delivered another near-record August, with Model Y sales jumping 176% year over year. Model 3 also recorded its strongest month since January.