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China successfully launched two hyperspectral satellites off its eastern coast — a mission that marks the first integrated “satellite–rocket–vessel–application” breakthrough.

On January 15, 2025, Falcon 9 successfully deployed Firefly Aerospace’s Blue Ghost Mission 1 and ispace’s RESILIENCE lunar landers on a trajectory to the Moon from pad 39A in Florida. For most of our missions, we plan a controlled deorbit of the Falcon second stage so it safely reenters over the ocean. For higher energy missions like those to a lunar transfer orbit, nearly all performance on the vehicle is devoted to successfully placing the payload in the intended orbit, and a controlled disposal maneuver is not always possible. We actively work to be as responsible as possible with hardware left in space to ensure space safety, including for more complex missions. In this case, over time, solar activity and gravity led the second stage toward the Moon. Impacts like this are rare, but they can happen with objects in these types of orbits, and we worked with NASA on the optimal disposal solution. Our focus remains on advancing reliable access to space while working toward even more sustainable operations with Starship in the future. As a fully reusable vehicle, Starship is designed to eliminate expendable upper stages entirely, reducing hardware left in orbit and enabling even more missions to the Moon, Mars, and beyond.

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!

A key breakthrough for global fusion research. On July 28 local time in France, the sixth vacuum vessel sector module of the ITER tokamak was successfully hoisted and precisely positioned, bringing the total module assembly progress past the two-thirds mark. Led by the CNNC Engineering Consortium, the international team completed the nearly 30-hour continuous operation with zero safety and quality incidents, continuing to contribute Chinese expertise to this landmark global scientific collaboration.

The Quiet Ones Change the World. Everyone celebrates the spotlight. Few respect the years spent building in the dark. If nobody’s watching yet, keep going. I’ve been there. Consistency is your advantage. Build so well your success becomes the introduction. DJ 🦈

For proboscis monkeys, size DOES matter... apparently. 🐒👃 Scientists have found bigger noses in male proboscis monkeys are linked to higher reproductive success. #Underdogs# is now streaming on @DisneyPlus and @hulu.

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!

SpaceX just completed its 90th Falcon-family launch of 2026 Falcon 9 lifted off from Vandenberg carrying 24 Starlink satellites, successfully deploying all of them into low Earth orbit Booster B1081 completed its 26th mission and landed on Of Course I Still Love You in the Pacific That is 89 Falcon 9 launches and one Falcon Heavy mission in just seven months