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The SpaceX Recovery team is still working to recover Flight 13’s Starship from the Indian Ocean. They’ve been overcoming challenging conditions and increasingly rough seas as they attempt to guide the 52m long spacecraft to port

5. Even after 9 years of growth, one of the industry’s biggest unresolved challenges is still trust at scale — how to make digital assets more secure, more intuitive, and more accessible for billions of people across very different markets and regulatory environments. That is not a challenge any one company solves overnight. But what we are doing today is continuing to invest in the fundamentals: stronger security, better compliance frameworks, more resilient infrastructure, and simpler user experiences. At the same time, we are working to help the industry mature in a way that protects users while preserving the innovation that makes this space so powerful. The opportunity ahead is enormous, but long-term leadership comes from solving hard problems responsibly. That is where our focus remains.

SpaceX为了拿到火箭发射许可，曾经真的绑架了两只海豹。 把它们绑在板子上，戴上耳机，播放火箭音爆，看它们会不会受到惊吓。 结果海豹全程非常平静。 马斯克都惊呆了，因为他觉得这跟自己被外星人绑架，屁股里还被塞了探测针差不多。 最绝的是，SpaceX发射地附近的海豹数量这些年一直在增加，照这个结果看，火箭音爆不仅不会吓坏海豹，可能还是海豹的催情剂🤣

SpaceX is SIGNIFICANTLY undervalued if you believe Elon and the team can execute on what they just laid out. At today’s ~$1.51T market cap, SpaceX trades at roughly 48-66x sales. Is it expensive based on today’s numbers? Sure. But look at what happens if the SpaceX team hits the targets shared on the Q2 earnings call: • $100B ARR by the end of 2026 → ~15x Price/Sales • $1 Trillion in annual revenue by 2030 → ~1.5x Price/Sales And fyi, that $1T target was pulled forward from 2031, with Elon saying there’s even a non-zero chance of reaching it in 2029. You see, SpaceX doesn’t need to stay at a 50x+ sales multiple for today’s valuation to eventually look cheap. If revenue grows ANYWHERE close to management’s roadmap, the denominator catches up super fast and the valuation multiple collapses. At the same $1.51T market cap, you go from ~48-66x sales today to ~15x at $100B ARR, and eventually just ~1.5x at $1T in revenue. So investment thesis is actually pretty simple… Either 1/ management’s targets are wildly wrong… or 2/ SpaceX at $1.51T is still pricing in far less of the future than people realize. I’m putting $ where my mouth is that the latter is the case.

Grok Build officially reaches v1.0.0, rapidly becoming one of the most powerful coding harnesses in the world After 100+ updates in just over 10 weeks, SpaceXAI’s coding agent has hit a major milestone.......with a smarter dashboard, a more polished developer experience, stronger reliability, safer permission handling, and meaningful performance improvements across the platform The pace at which SpaceXAI is shipping Grok Build is totally insane Release Notes: v1.0.0 Features: • Dashboard rows show a short summary of what the agent did in the previous turn • Extensions modal groups items alphabetically with collapsible Skills sections • Grok skips the project-directory prompt when launched from home or other non-project directories • `/feedback` opens a dedicated report box instead of prompt mode • Auto theme detection works over SSH and inside tmux • Markdown tables reflow inside cells on narrow panes instead of clipping • Permission prompts show the complete script; long bash bodies expand with `Ctrl-F` Bug Fixes: • MCP tools that return images no longer drop or corrupt large screenshots • Sandboxed Grok starts on large directories with many deny-glob matches • Rapid send-now presses no longer lose earlier queued messages • Esc and stop prevent background tasks from restarting the model after cancel • Login no longer skips when an invalid API key is in the environment • Model picker and command palette work while reviewing a plan • Tab and Esc behave consistently on question, permission, and cancel-turn cards • `/new` from the dashboard returns to the dashboard from an empty prompt • Codebase restore no longer hangs on large or shallow git repositories • Remote resume restores conversation only unless `--restore-code` is passed • Copying CJK text with the mouse includes every character at the selection edges • API errors appear as clean banners instead of raw JSON dumps • Typing exit or quit in the dashboard exits the CLI • Mode indicator (plan/agent/ask) stays in sync after resume and mode changes • `/delete` returns to the dashboard when you delete a session opened from it • Enter in the slash command menu runs the highlighted command • Grok retries more server errors during outages • Session-only slash commands show a message when used from the dashboard • Queued prompts stay visible while waiting on subagents, and slash/image rows can be reordered • Auto recaps no longer appear mid-turn or while busy • `/btw` error messages wrap fully Performance: • Forking very large sessions no longer uses many times the session file size in memory • Exiting an empty session is instant, even on slow networks

🚨 NEW GROK BUILD UPDATE 🚨 Grok Build v1.0.0 is now live. SpaceXAI is pushing new Grok Build updates almost daily. Updates: UI & navigation • Dashboard rows show a short summary of what the agent did in the previous turn • Extensions modal groups items alphabetically with collapsible Skills sections • Grok skips the project-directory prompt when launched from home or other non-project directories • /feedback opens a dedicated report box instead of prompt mode • Auto theme detection works over SSH and inside tmux • Markdown tables reflow inside cells on narrow panes instead of clipping • Typing exit or quit in the dashboard exits the CLI • Mode indicator (plan/agent/ask) stays in sync after resume and mode changes • /delete returns to the dashboard when you delete a session opened from it • Enter in the slash command menu runs the highlighted command • Session-only slash commands show a message when used from the dashboard • /new from the dashboard returns to the dashboard from an empty prompt Permissions & input • Permission prompts show the complete script; long bash bodies expand with Ctrl-F • Tab and Esc behave consistently on question, permission, and cancel-turn cards • Rapid send-now presses no longer lose earlier queued messages • Esc and stop prevent background tasks from restarting the model after cancel • Queued prompts stay visible while waiting on subagents; slash/image rows can be reordered Reliability & correctness • MCP tools that return images no longer drop or corrupt large screenshots • Sandboxed Grok starts on large directories with many deny-glob matches • Login no longer skips when an invalid API key is in the environment • Model picker and command palette work while reviewing a plan • Codebase restore no longer hangs on large or shallow git repositories • Remote resume restores conversation only unless --restore-code is passed • Copying CJK text with the mouse includes every character at the selection edges • API errors appear as clean banners instead of raw JSON dumps • Grok retries more server errors during outages • Auto recaps no longer appear mid-turn or while busy • /btw error messages wrap fully • Forking very large sessions no longer uses many times the session file size in memory • Exiting an empty session is instant, even on slow networks Update now with "grok update" command.

8.07梭哈晨报： 昨天真的是妖魔鬼怪都在疯狂拉盘，各路神奇的东西，有真的拉盘的，又假拉盘的，只能说真假孙悟空上演了。 1. $BTC 稳稳的等待今天的靴子落地了，应该没记错是7号听证会吧？ 2. $ETH 一起跟着就好了； 3. $SOL 挺好玩的目前看起来，一切都和基金会想的不一样； 4.TradeXYZ首次动用永续合约手续费收入买入HYPE； 感觉有希望成为外界第一大户； 5.SpaceX无惧天量解锁涨逾6%，总市值重新站上1.5万亿美元； 有点那个味道了，解锁的全体套保，下跌后两边对冲平仓，爱了爱了； 6.Uniswap代币发行平台Pools上线首日代币交易量达9910万美元； 7.美国AI投资Q2达1.5万亿美元年化规模，同比增长25%； 8.英伟达考虑调降 Rubin Ultra GPU 配置，应对 HBM 内存短缺； 面对缺少存储，简单来说就是降低存储的消耗？ 9.OpenAI 更新 ChatGPT 推理控制功能，Plus/Pro 新增推理强度滑块； 前 OpenAI 员工 Gabriel 推出 Energy，AI 代理计算机工作市场待激发； AI竞争对于消费者来说是有利的； 10.CLARITY Act道德条款或允许唐纳德·特朗普推迟数百万美元税款缴纳； 看起来大概率会通过啊，毕竟Trump家还不发币？ 11.特朗普称霍尔木兹海峡协议尚未达成，正参与相关谈判； 12.泰国确认对加密货币交易免征资本利得税，免税期截至2029年底； 13.Tom Lee预测标普500指数将达到8,000点，并称以太坊为下一轮反弹的领头羊； 别去沾边啊，老老实实搞你的世界计算机就好了； 14.Wintermute 注册为美国证券交易委员会（SEC）的经纪交易商，以交易股票、期权和加密货币交易所交易基金（ETF）； 多久没听过WM的消息了； 15.美联储9月加息25个基点概率现报56.5%； -------------- 真的是倒霉，坐在哪儿就在哪儿挨打，还是得灵活起来，但是想吃一波大的，总不可能期待永远水上吧？ 猪哥的视频实在是太黄了🤣 #Bitcoin# #Ethereum# #Solana# #Crypto# #Nasdaq#

SpaceX just dropped the Terafab vision video and it’s nuts. It’s a megastructure for real. Largest chip fab on Earth, and it looks like a Cyberpunk city. This is the future I want. (Minus the dystopia).