Committees form as the machines keep building
Two boards seated independent directors to weigh a combination. SpaceX printed $4.4 billion of net income and the lines kept running.
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Latest dispatches
The Ælon Daily feed.
Daily signals across SpaceX, Tesla, xAI and Grok, Starlink, Neuralink, X, and the multiplanetary economy.
Another Starlink batch flies tonight
A 27-satellite Starlink batch is on the pad at Vandenberg for tonight. The Cybercab line still outruns deployments, and Flight 15 holds its November slot.
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The Roadster just parked at SpaceX
The next-gen Roadster was photographed at SpaceX Hawthorne. Anthropic's filing commits up to $120.5B of SpaceX compute, about $3.1B a month once capacity is live.
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Grok Bot is getting hired as a team member
Grok Bot is being hired, not tried. SpaceX told the FAA it wants 10,000 launches a year, and Texas now registers 1,051 robotaxis.
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Houston's robotaxi map is now a rocket
Tesla's Houston Robotaxi map is now a rocket. Falcon 9 flew 27 Starlinks from California. The Cybercab line builds faster than Tesla can deploy it.
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33 engines fired and $40B of GPU debt closed
Super Heavy lit all 33 engines for Flight 15 the same weekend SpaceX closed $40B of debt for GPUs.
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Why the org chart is the last piece
Sunday is for the through-line. FSD became the reason people bought the car. Optimus left the lab for a production line. Grok Bot reached into the phone and finished the task.
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A trillion stopped sounding crazy
One week, three proofs: the car sells the software, the humanoid leaves the lab, and the agent gets the phone.
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The bot got the keys to your day
Grok Bot takes Calendar, Reminders and Contacts. A Vandenberg Starlink launch stood down on weather. Megapack output is climbing.
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75% of new Tesla buyers now pay for FSD
Tesla's Q3 put FSD Supervised on more than 75% of new NA deliveries, Optimus on Fremont's high-volume lines, and SpaceX and Tesla boards in formal merger talks.
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Earnings crush. Starfall flies. Trillion in sight.
AI is now the biggest business inside SpaceX. The rocket landed anyway.
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Starfall flew. Earnings land. Timeline ranks.
The rocket waited on weather. The books do not.
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Tomorrow morning
One sharp briefing across the whole empire.
I do the digging tonight. You get the signal in a few focused minutes.