Tesla raised the Cybertruck Cyberbeast price to $109,990 in the US (+$7,500)
• Premium AWD can no longer be ordered in the US or Canada
• Cyberbeast is now the only orderable trim
• It was $102,490 since Nov 6
Per Tesla's Cybertruck design page
tesla.com/cybertruck/design
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• Tesla Robotaxi: 1,282
– Model Y: 709
– Cybercab: 573
• Waymo: 1,297 (+12 today), 15 ahead of Tesla
• Avride: 344
• Zoox: 63
• May Mobility: 22
Per TxDMV data via Robotaxi Pulse
robotaxi.yeaker.com
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• FAA moves all Starship Boca Chica environmental review meetings online, including the in-person ones planned for Nov 17 and 19
• 5 virtual public meetings, Nov 17–19
• Public comment period extended to Dec 7
Per Federal Register (public inspection)
federalregister.gov/public-i…
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• Tesla Robotaxi: 1,282 (+38 today)
– Model Y: 709 (+38)
– Cybercab: 573
• Waymo: 1,285 — Tesla is just 3 behind
• Avride: 344
• Zoox: 63
• May Mobility: 22
Per TxDMV data via Robotaxi Pulse
robotaxi.yeaker.com
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Robotaxi now starts at 5 AM (was 6 AM)
• Hours: 5 AM–2 AM (21 hours a day)
• 3 hours short of 24/7
per Tesla Robotaxi app
nitter.cf/ethanmckanna/status/21…
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Seems to me we're going to pay less taxes in 2027 if this chart is true. Why would you be upset? This is a good thing if it's true, paying less in 2027 than in 2026.
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40 kWh Cybercab pack coming (efficiency gains)
• Liquid silver color too
• Resources shifting Cybertruck → Cybercab scale-up
per Elon Musk nitter.cf/elonmusk/status/211915…
There are efficiency improvements coming that will allow for a 40kWh Cybercab pack. We will make this in liquid silver, so the colors are not too monotonous.
The biggest thing most people fail to understand is that there are a very limited number of smart, dedicated people! They can only do so many things.
If we have to maintain a complex production line, supply chain and allocate engineering for Cybertruck, we can’t use those people or factory space and machinery for scaling Cybercab, which is the vehicle that will PROFOUNDLY transform the world of terrestrial transport!
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Alphabet held 555M SpaceX shares ($83.7B) as of Sept 30
• +3.85M vs Q2
• ~95% of its reported 13F holdings
• Elon: "Interesting"
per Alphabet Form 13F
sec.gov/Archives/edgar/data/…
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Tesla is adding an extra Cybertruck production shift
• Order backlog exceeds what they can build before the line is dismantled
• Cybercab expansion ~June/July 2027
per Elon Musk
nitter.cf/elonmusk/status/211913…
The Tesla Cybertruck order backlog is currently far more than we can make before dismantling the line for Cybercab expansion around June/July next year.
We will add an extra shift to try to get all orders done in time.
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Starlink launched a Retailer program
• Apply to stock & sell kits in your store
• Earn a margin; Starlink handles service, support & payments
per Starlink
starlink.com/retailers
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Starlink wants your Grok Imagine ad for the Super Bowl
• 30-sec English video
• Post on X with “Big game @Starlink ad”
• Closes Nov 29 (U.S. 18+)
per @Starlink
nitter.cf/Starlink/status/211883…
Imagine. Create. Share.
Dream up a Starlink ad with Grok @Imagine. Post on @X for the opportunity to be featured by Starlink during the big game.
Learn more → starlink.com/imagine
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Very Cool:
Tesla Argentina Launch youtu.be/FP25dmOnKb8?si=hxXa… via @YouTube
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Viasat US fixed broadband:
• ~100,000 subscribers
• Down ~83% from 603,000 in Sept 2020
• Drop since Starlink’s public launch
per Viasat Q2 FY27 earnings
investors.viasat.com/static-…
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Don Harrison stepped down from SpaceX's Board of Directors, effective Nov 4, 2026
• Served since Feb 2015 (11+ years)
• Also Google President, Global Partnerships
• Resignation not due to any disagreement
per SpaceX 8-K
sec.gov/Archives/edgar/data/…
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TSLA recovering after yesterday's drop:
• $360.04, +4.8% today
• Day high $363.84
• Up $21.89 from yesterday's $338.15 low
per Yahoo Finance
finance.yahoo.com/quote/TSLA…
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Main points from Elon on SpaceX:
• Revenue grew over 80% Q2 to Q3
• Tracking ARR over $100B in Dec 2026
• Dec 2027 ARR “quite likely” to exceed $500B
• $1T ARR “is not out of the question”
• Starlink V4 will be 10x V3 (V3 is 10x V2)
per Ron Baron and Elon Musk
nitter.cf/BaronCapital/status/21…
Fireside Chat: Ron Baron and Elon Musk nitter.cf/i/broadcasts/2YRYWgMNj…
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Elon today:
• Even a million-fold jump in power harvest would still be a tiny fraction of the Sun’s energy
• Eventually Earth’s wants saturate, then SI serving other SI
• Today’s economy and money would seem quaint
per Ron Baron and Elon Musk
nitter.cf/BaronCapital/status/21…
Fireside Chat: Ron Baron and Elon Musk nitter.cf/i/broadcasts/2YRYWgMNj…
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Elon on Starship today:
• The ship has soft-landed at sea several times
• If a tower had been there, it would have been caught
per Ron Baron and Elon Musk
nitter.cf/BaronCapital/status/21…
Fireside Chat: Ron Baron and Elon Musk nitter.cf/i/broadcasts/2YRYWgMNj…
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