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We posted our second quarter 2026 financial and operational results → Q2 highlights: - Demonstrated the power of extreme vertical integration, delivering revenue growth of 92% year-over-year across Space, Connectivity, and AI - Completed two successful Starship V3 flight tests in the past 90 days, advancing towards full and rapid reusability - Closed multiple industry-leading Cloud Services Agreements resulting in $14.1 billion of contracted sales - Announced agreement to acquire Cursor for $60 billion to accelerate the AI enterprise opportunity - Released our most powerful AI model yet with Grok 4.5 in July - Delivered 66% revenue and 79% income from operations growth year-over-year for the Connectivity segment, driven by a doubling of Starlink Subscribers and continued momentum in Enterprise & Government - Awarded over $6 billion in multi-year U.S. government contracts for Starshield As compared to the same quarter last year: - Revenues of $7.8 billion, up 92% from $4.1 billion - Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion - Adjusted EBITDA of $3.5 billion, up 191% from $1.2 billion Thank you to the SpaceX team, and all our customers and investors for a great quarter!

We posted our second quarter 2026 financial and operational results → Q2 highlights: · Demonstrated the power of extreme vertical integration, delivering revenue growth of 92% year-over-year across Space, Connectivity, and AI · Completed two successful Starship V3 flight tests in the past 90 days, advancing towards full and rapid reusability · Closed multiple industry-leading Cloud Services Agreements resulting in $14.1 billion of contracted sales · Announced agreement to acquire Cursor for $60 billion to accelerate the AI enterprise opportunity · Released our most powerful AI model yet with Grok 4.5 in July · Delivered 66% revenue and 79% income from operations growth year-over-year for the Connectivity segment, driven by a doubling of Starlink Subscribers and continued momentum in Enterprise & Government · Awarded over $6 billion in multi-year U.S. government contracts for Starshield As compared to the same quarter last year: · Revenues of $7.81 billion, up 91.9% from $4.07 billion · Net loss of $541 million, an improvement of $467 million from net loss of $1.01 billion · Adjusted EBITDA of $3.54 billion, up 191% from $1.21 billion Thank you to the SpaceX team, and all our customers and investors for a great quarter!

ICYMI: our July AI recap ⬇️ 🌦️ Advanced weather forecasting with @NOAA and Google Cloud, using high-performance H4D virtual machines to run its atmospheric models, providing meteorologists with the AI capabilities needed to deliver life-saving early warnings. 💻 Introduced 3 new Gemini models — Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber — to deliver the efficiency, latency, and reliability to build AI agents at scale. 🇺🇸 Launched the Alliance for America’s Skilled Trades With BlackRock, Carhartt, and Ford to build a stronger pipeline for the skilled trades, scale evidence-based training approaches, and expand opportunities nationwide. ☁️ Rolled out AlphaEvolve, our Gemini-powered AI code-optimization agent, to help Cloud customers solve their hardest problems by automatically searching for better solutions and returning human-readable, optimized code. 🎵 Delivered significant advancements in musicality, lyrics, and vocal quality in Google Flow Music with Lyria 3.5, our newest music generation model. 📡 Launched three new FireSat satellites, expanding a global initiative led by the Earth Fire Alliance (EFA) with @GoogleResearch to help detect wildfires before they spread. 🧪 Established over 15 global bioresilience partnerships across governments, research groups, and biosecurity organizations to prevent model misuse, detect outbreaks rapidly, and deliver swift, coordinated responses in partnership with @IsomorphicLabs.

"I physically want to impose my will each and every play. It's not for everybody to understand." A.J. Brown on being a physical receiver and entering another zone during his 1-on-1 battles vs. opposing cornerbacks 😤 (via @nflnetwork)

You know, DeepSeek and I, we go way back. We've been through a lot of problems together. And Liang Wenfeng, I've known this guy since way before all this — this guy is incredible, man. The things he can do are just unbelievable. And I feel like together, we can produce some real special chemistry. In this fall... this is very tough... in this fall, I'm going to take my talents to DeepSeek, and join the Blue Whale. I feel like it's going to give me the best opportunity to win, and to win for multiple years. Not just to win one benchmark, or just to win three conversations in a row — I want to be able to win it all. And I feel like I can compete over there. As for GLM... my heart will always be around that area. But I felt like it's time for a change. I can only wish them the best of luck.🫡 #DeepSeek# #GLM#

🚀 Calling all innovators in Pakistan! We're thrilled to launch Pakistan's First and Largest Alibaba Cloud AI Hackathon—a unique opportunity for students, developers, entrepreneurs, and AI enthusiasts to turn bold ideas into real-world solutions powered by cutting-edge cloud and AI technologies. 📅 Registration closes: 7 August 2026 🔗 Secure your spot now: • Build with Alibaba Cloud’s advanced AI tools • Win cash prizes & exclusive Alibaba Cloud credits • Get direct mentorship from our tech experts • Showcase your talent on a national stage At Alibaba Cloud, we believe the future is built by local talent. Let's build it together. 💻✨ #AlibabaCloud# #AIHackathon# #CloudInnovation# #DigitalPakistan# #HackWithAlibabaCloud#

Akani Simbine is all about supporting younger athletes 🤝❤️ Having reached the 100m podium twice at the Commonwealth Games, the three-time Olympian and #Paris2024# 4x100m silver medallist explains how important it is for him that younger sprinters have opportunities to compete at the world's biggest stages as well. That's why, at #Glasgow2026# he's only focusing on the 4x100m relay. Are you ready to see him and his team shine today? #RoadToLA28# | @Glasgow_2026 | @WorldAthletics

Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers get more pushback, energized land can explode in value. Very bullish here. I’ve stepped into this layer very aggressively. My partner @anitavlallian and I have acquired almost 6GW coming online in a ramp from today thru 2029 of grid power and behind the meter. 2. Silicon - I helped get @GroqInc off the ground in 2015 and we licensed it to @nvidia for $20B Dec2025. I won’t invest or incubate anything in this layer now. The perf demands of the chips are too high, manufacturing precision is too complex and supply chain influence to get adjacent components like memory isn’t possible for a startup anymore. Lots of capital will be wasted here chasing Groq and Cerebras’ success. Note that both startups made sense a decade ago when these constraints were much more modest. 3. Clouds - Clouds are very very lucrative but very hard to build and very expensive and technically complicated to maintain. And as alignment becomes a more important issue, I expect the clouds will be asked to build robust KYC and attest to it. This makes the risk:reward ratio skewed. I don’t want to be responsible when the USG says a cloud allowed a bad actor to do something bad because of poor KYC. 4. Models are complicated. The big open question is how much of the revenue being generated by them today is because of tokenmaxxing and poor model behavior. If it’s a lot, then the annualized revenues will diminish meaningfully even as token consumption inflects upwards. This is the big economic question at this layer. 5. Harnesses are where the action is and why I started @8090solutions two years ago. In a nutshell, the harness helps enterprises owns their proprietary context (what Alex Karp calls their ‘alpha’). This is an enterprise’s data, workflows, evals, and business rules. A harness that gives this to an enterprise is what creates very low model-agnostic switching costs, which further reinforces my views of #4# above. 6. Applications will be another long term winner along with harnesses. This is where the differentiation between “off the shelf” and “custom time and materials” melts away. Every company, with the right harness, can now imbue their alpha into the software that runs their company. I expect this to mean that “off the shelf” is largely replaced with custom software creating a huge opportunity to write these solutions for companies. Build once and sell repeatedly is a laggard GTM motion for a SaaS world that isn’t needed here. Think custom by design, alpha embedded, proprietary by nature. Fin. Good luck to all the players!