Teslaconomics (@Teslaconomics)

Just wondering… has anyone actually connected Grok Bot to their bank account yet? I’m seriously thinking about doing it. My thinking is… if Grok Bot can see everything coming in and going out, track spending, move money, pay bills, watch for weird charges, and help me make smarter decisions… at what point do I even need a personal banker? My significant other is telling me ABSOLUTELY NOT bc she thinks something bad could happen if I give an AI that much access. I personally think this is where everything is headed anyway and I trust Grok Bot to do a much better job. LMK.

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.

Starlink V3 satellites launching today will make every Starlink customer better off. This is a much bigger deal than most people realize. Today, Starship Flight 13 is expected to deploy the first 20 real Starlink V3 prototype satellites. These will test next-generation solar arrays, antennas, and laser links in orbit. The increase in capability is massive: • Each V3 satellite is designed to deliver ~1 Tbps of downlink capacity, which is roughly 10× more than today’s V2 Mini satellites (~96 Gbps). • Starship will eventually carry 50-60 V3 satellites per launch, compared with about 27 V2 Minis on a Falcon 9, resulting in 20×+ more network capacity per mission. The awesome thing is you won’t need to buy any new hardware… whether you have a Starlink Mini, Standard, Roam, or another current dish, your terminal automatically connects to the best satellites in the constellation. As more V3 satellites come online, users should benefit from: 1/ Faster speeds 2/ Less congestion during peak hours 3/ Better reliability 4/ Higher peak performance 5/ An even better internet experience almost anywhere on Earth As the V3 constellation grows, SpaceX is targeting up to 100× more total network bandwidth over time. Today’s launch is the beginning of the next generation of Starlink, and it’s good news for every current and future Starlink customer. LFG @SpaceX! 🚀

Wow… within 5 minutes my kids built this game called the Tesla City with Grok 4.5. It’s a simple Tesla arcade game in SF where: 1/ You can choose a Tesla (3 / Y / S / X / Cybertruck / Roadster / Semi / Cybercab) 2/ Give robotaxi rides - pickup and drop people off for $ 3/ Can upgrade your car with the $ (buy new weapons, etc.) 4/ Fight gas cars with blasters, homing missiles, EMP & plasma, as they try to attack you to prevent you from completing Robotaxi rides. GROK 4.5 is next level! 🔥

The hotel’s Wi-Fi in Montana that I’m staying at today was absolute trash… so I decided to do something different. I parked my Cybertruck equipped with Starlink right outside my hotel room and connected to it instead. The difference wasn’t even close. Hotel Wi-Fi: • 13.7 Mbps download • 13.8 Mbps upload Starlink: • 121 Mbps download • 28 Mbps upload • 45 ms latency That’s about 9x faster download speeds and 2x faster upload speeds than the entire hotel’s Wi-Fi. This is exactly why I never travel without Starlink. Whether I’m in a national park, the middle of nowhere, or at a hotel with overloaded Wi-Fi, I know I can count on having fast, reliable internet to work, upload content, stream, or stay connected with my Starlink. Once you get used to bringing your own internet that gets beamed down from space wherever you are, you’ll never want to depend on legacy Wi-Fi again.

Once you go Tesla FSD, it’s honestly almost impossible to go back to anything else. You start noticing how much mental energy normal driving takes. With FSD handling the driving, I can actually enjoy the scenery, have real conversations with my family, listen to podcasts without constantly scanning every mirror, and arrive feeling more relaxed instead of mentally drained. The biggest difference, though, is the stress… which believe it or not takes a major toll on your health over time. Long road trips that used to leave me exhausted now feel peaceful. Stop-and-go traffic isn’t something I dread anymore. It just becomes part of the ride. And from a safety perspective, I think this is where the technology matters most. Tesla’s FSD is always paying attention. It doesn’t get tired, distracted by a phone, or drive under the influence. It uses cameras and AI to monitor everything around the car at the same time, hundreds of times every second. That’s a huge reason why I believe this technology will prevent countless accidents over time. I’ve been using Tesla FSD every day since the beta launch in 2020, and seeing how far it’s come has been incredible. Every major update has made it feel more natural, more confident, and more capable. Once you experience it for yourself, you start thinking differently of all the possibilities of what driving really means… I genuinely believe this is one of the most consequential technologies of our time. FSD is priceless.

I’ve got Starlink beaming high-speed internet from space straight to my Cyberbeast. Five devices are connected. My kids are learning with Grok. My significant other is planning our next trip. Tesla FSD is taking my family and me safely and peacefully to beautiful Santa Barbara, as I’m sitting back drinking my fresh coffee. And while all of that is happening, I’m uploading this post through Starlink so I can share this feeling with the world on 𝕏. Sometimes I have to stop and think about how crazy this is. I guess this is what living in the Muskonomy feels like… you feel like you’re living in 2069.

I bet long term, SpaceX is going to be the default choice for overseas cargo deliveries, especially when Starship is proven to work. “Once you achieve full reusability, then it’s simply the cost of access to orbit is just the cost of propellant, because now you can reuse all aspects of the vehicle. The propellant we use for the Starship is liquid oxygen and liquid methane, which is the cheapest propellant you could possibly get. …So the cost of propellant for Starship will be less than the cost of jet aviation fuel, which means that you should be able to actually send cargo to space for less than the cost of cargo of an airplane going on a transoceanic trip.”