DogeDesigner (@cb_doge)

BREAKING: Elon Musk’s new full interview with CMG. 0:15 On Xi Jinping 1:03 Tesla Shanghai factory 2:27 Cybercab rollout 3:55 Speed of AI breakthroughs 4:29 Grok 4.7 and Grokbot 5:48 SpaceX/Tesla data for real-world AI 6:48 Chinese AI models and the compute gap 8:16 China’s electricity output 9:01 US-China AI safety 9:27 Humanoid robots and Optimus 10:55 1 billion robots in 10 years 13:04 Money may not matter 16:27 10 billion to 100 billion robots 17:09 Space cooperation and Mars 21:07 Neuralink and human bandwidth 22:37 Education in the AI era 24:02 Visit Shanghai, and Beijing 24:38 Beijing high-speed rail 24:59 “Words do not do justice to China”

BREAKING: Elon Musk alongside President Trump, Chinese President Xi Jinping, U.S. First Lady Melania Trump, China’s First Lady Peng Liyuan, AMD CEO Lisa Su, NVIDIA CEO Jensen Huang, and Apple's Tim Cook. 📸 Kevin Dietsch/Getty Images

Grok 4.7 works really well with Blender. I’ve been using them to create these rough Raptor engine 3D models, and the improvement in quality is huge. They’re still early versions, but the details are already coming together beautifully.

BREAKING: The President of Honduras, Nasry Asfura, has launched a plan to bring 10,000 @Starlink antennas to about 8,000 schools, benefiting over 640,000 students. The program will bring high-speed satellite internet and new opportunities to students all across the country.

Grok Bot Summary of SpaceX CFO Bret Johnsen at Goldman Sachs Communacopia today. Vertical integration Vertical integration is the company’s core operating model, not a side strategy. - Rockets: own metal → engines → avionics → software - Starlink: own launch, satellites, and the end customer - AI: build facilities and power themselves, run their own models, sell to consumer and enterprise, and soon orbital compute Starship and launch Starship is the foundation for every other business. - Flight 13: big learning flight. Delivered demo V3 payloads, relit a Raptor, and got a soft, precise second-stage splashdown. Recovery team towed the stage back so engineers could study the heat shield. - Those learnings feed straight into Flight 14 and beyond. - Flight 14 (later this month): first revenue-generating Starship flight, flying production V3 Starlink satellites. - Later this year: aim to recover both first and second stages. Orbital compute Most of the AI industry agrees orbital compute is the future. Almost everyone else thinks it’s many years away. SpaceX disagrees because they control the stack. - Target: first orbital compute satellites next year - Scale: big compute in space into 2028 - Hardware approach: same V3 bus as Starlink, swap the payload, add larger solar arrays Why orbital can beat terrestrial on cost The crossover is about Starship reusability. - Falcon 9: first-stage reuse since Dec 2015; 500+ booster reflights - Starship: first stage already recovered/reflown; second-stage recovery progressing - Goal: reflight of both stages as soon as next year, which drops deployment cost sharply Terrestrial compute is getting more expensive (power, cooling, buildings, real estate). Orbital rides the opposite curve: cheaper rockets + better/cheaper satellites + scale. Johnsen said cost parity could come as soon as next year. Terrestrial compute and the $100B ARR goal - End of this year: on track for ~$100B ARR (annualizing the December number) - New update: another hosting deal closed earlier this month → about $1.1B/month starting Dec 1 → roughly +$13B ARR - Capacity: end this year well over 2 GW; next year 5–10 GW deployed - Confidence comes from line of sight to power, facilities, and permitting, plus being NVIDIA-exclusive for allocation - They stand compute up fast for themselves and for industry partners, which strengthens the NVIDIA relationship How they monetize compute Most hosting deals are short: ~90 days with a 90-day out (~6-month commits), including the newest deal. Why keep them short? - High conviction in their own products (Grok, Grok Bot, Cursor team after closing that deal) - Don’t want to lock forever capacity they may need internally - Internal bar: don’t let internal monetization fall below external hosting Earnings framing for next year: roughly $30–$50 per watt monetization range; they said they’re at the high end. Hosting customers appear to monetize even higher, which is why demand stays strong. Payback is under one year on new compute capex, so residual GPU value and financing options look attractive. “Not all CapEx is the same” — GPUs with <1-year payback are different from a launch tower built for decades. AI products and M&A Historically SpaceX was almost all organic growth. This year they did M&A because the AI product cycle rewards speed to frontier. - Closed Cursor deal weeks ago; product cycles already accelerating (called out Grok Bot) - Grok 4.6 improved on 4.5; 4.7 coming soon - Pitch: best infrastructure + competitive model + lower token cost = best position for customers - Market mood shift: months ago people bought the infra story but doubted the products; ~90 days later that skepticism is fading Starlink broadband Started as “better than nothing” (~2020–21). Now enterprise-grade with strong uptime/SLAs. - Resiliency pitch: boards will ask why Starlink wasn’t in the network if you go down - Mobility: aircraft backlog is large and production is ramping; cruise ships, yachts, trains too - Awareness, especially outside the US, is still a growth unlock - Longer-term: physical AI (robots, cars, aircraft) will need always-on connectivity terrestrial networks can’t fully cover Mobile / direct-to-cell Not a distraction. Same V3 bus, different payload. - Fly direct-to-device satellites through next year - Target service turn-on: first half of 2028 - V1 today (e.g. T-Mobile / T-SAT): text / light voice, great for emergencies and dead zones - Next gen: full 5G-quality from space - US: mid-band spectrum from EchoStar, FCC path for space + terrestrial - Go-to-market: flexible — own terrestrial build, or partner with carriers - International: same regulator-by-regulator playbook as broadband (Starlink now in 170+ countries) Near-term priorities: 1. Starship (enables everything else) 2. Terrestrial compute (funds growth and teaches them how to do orbital) Bottom line in one line Own the full stack, make Starship reusable at scale, use terrestrial AI compute as a cash engine now, and use the same satellite bus + Starship cadence to win broadband, mobile, and orbital AI.

BREAKING: Starlink’s high-speed internet is now available for Hawker 700, 800 & 900 jets after AeroMech received FAA approval. Operators can get up to 1 Gbps downloads, 100 Mbps uploads and latency as low as 20 ms over land, water and remote areas.

BREAKING: SpaceXAI has released a major new update for Grok Build (v1.0.14) Grok v1.0.14 is a reliability and workflow update for the Grok CLI. It makes OIDC token refresh proactive, lets PostToolUse hooks send feedback back to the model after tools run, adds per-turn token and cost tracking via grok usage, and cuts Windows downloads by about 70%, with a large set of fixes that tighten sandboxing, subagent handling, hooks, and startup. Features: • OIDC token refresh is now proactive by default for better reliability. • PostToolUse hooks can now provide feedback and context to the model after tool execution. • SDK-registered PostToolUse hooks now provide model-facing feedback. • grok usage now shows persisted per-turn token and cost data. • Retry status in composer and title now shows a short reason for the retry. • Models can now declare a different identifier for each reasoning-effort level instead of always sending the same id. • Prompt suggestions now respect remote configuration and default to the current session model. • Windows CLI downloads are now ~70% smaller using the same compressed sidecars as macOS and Linux. Bug Fixes: • grok inspect now correctly shows Claude bypass locks as advisory rather than enforced. • Subagent sessions no longer leak threads or file descriptors when the parent is busy. • Cold startup no longer performs duplicate remote settings fetches. • Compaction failures due to context size now degrade input instead of retrying identically. • --sandbox strict now restricts writes to ~/.grok/sessions only. • Subagent spawning now waits longer on a busy coordinator and shows clearer retry guidance instead of "unreachable". • Failed task and todo tool calls now appear in the transcript instead of disappearing without a trace. • Composer status row no longer collapses or flashes when using double-Enter to send now. • Session close is no longer delayed by a single slow hook; each SessionEnd hook now has its own timeout. • Hook removal in the extensions modal no longer offers actions that the handler will refuse. • Interjections during a turn are now delivered atomically or not at all. • Subagent tasks no longer get incorrectly cancelled when the parent session is waiting for completion. • Workflow detail view now closes the overlay on X or outside click instead of returning to the run list. • Resuming subagents now succeeds for larger transcripts that still fit the model context with headroom. Performance: • Startup now fetches remote settings only once per boot instead of potentially twice. • First message on large repositories no longer waits on repository status scan. • Large session memory no longer blocks the agent during turn completion or subagent spawning. • Signed-in CLI starts faster by serving remote settings from a local cache on warm boots. Download Grok Build: Update to the latest Alpha release: grok update --alpha Update to the latest Stable release: grok update

BREAKING: Starlink is coming to around 160 vessels operated by Royal Wagenborg, one of Europe’s largest dry-cargo shipping companies. The multi-year upgrade will use Starlink to improve global connectivity, remote support, digital operations and internet access for crews at sea.

BREAKING: SpaceX pushes FCC to scrutinize Iridium over attempts to block next-generation Starlink gateways. SpaceX says Iridium filed 50+ petitions in 8 months, while the FCC has rejected its challenges 20 times. These gateways boost capacity and enable faster Starlink service.

BREAKING: SpaceX has added a new event to its investor website for the Goldman Sachs 2026 Communacopia + Technology Conference in San Francisco. SpaceX CFO Bret Johnsen will participate Sept. 10 at 12:25 p.m. PT. It is not yet confirmed whether @elonmusk will join.

BREAKING: Grok Bot app is now available for pre-registration on the Google Play Store for Android. Pre-register now and get notified when Grok Bot becomes available on your device:

BREAKING: Starlink Direct to Cell has just launched in Costa Rica with Liberty. 🇨🇷 Compatible phones connect directly to Starlink in areas without mobile coverage, no dish or satellite phone needed. Starlink is eliminating mobile dead zones.

BREAKING: 5% of NVIDIA’s quarterly revenue may now come from SpaceX, nearly $4.8B, up from about 3% last quarter, according to Gene Munster. That would make SpaceX one of NVIDIA’s biggest customers as it builds 8 GW of AI capacity next year.