NEWS: NVIDIA CEO Jensen Huang joins X and made his first post.
For my first post, I’m sharing a letter
@NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
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NEWS: Elon Musk rejects the far right label in an exchange with The Economist
"I support the normal people. What you call the far right, falsely."
He challenged the interviewer to say what is extreme about 3 positions.
"Here are the principles and tell me which of these sound terrible. That we should have secure borders, that we should have safe cities, that we should have sensible spending. Which of those three are far right fringe?"
Elon then turned on the framing itself.
"I would like to just admonish you and the media for the absurd characterization of the far right. It is false and misleading and nonsense."
He asked that the exchange survive the edit. "Please keep this part in."
Elon said the same speeches get judged by who delivered them, describing a habit of reading Obama and Clinton speeches to people and telling them Trump said it. He named Rupert Lowe as an example of who he means by normal people.
(Source: The Economist, July 2026)
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NEWS: SpaceX will break its own news on X, not on newswires, an SEC filing shows
The company named its X account
@SpaceX as an official disclosure channel.
Its investor page at is the other.
SpaceX says it will skip wire services like Business Wire and PR Newswire.
It tells investors to follow
@SpaceX for material updates.
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NEWS: NEWS: Anthropic is interested in SpaceX data centers in space, pre Daniela Amodei, President and Co-Founder of Anthropic.
Anthropic expressed preliminary interest in using potential SpaceX data centers in space, President and Co-Founder Daniela Amodei says, while playing down the near-term timeline.
Amodei said the interest was part of Anthropic's announcement with SpaceX, whose Colossus compute Anthropic already rents for $1.25 billion a month.
On timing, she was direct. Space data centers are not "on our to do list in 2027."
SpaceX is pitching orbital compute as the future of AI infrastructure, and CFO Bret Johnsen says it is coming within a couple of years.
Amodei's comments show the customer interest is real. The open question is when, not whether.
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NEWS: Billionaire investor Ron Baron has placed a $1 billion order for SpaceX IPO shares and says he is not selling in his lifetime.
Baron, the founder and CEO of Baron Capital, laid out his case on a client call. His firm has put about $2 billion into SpaceX across 27 employee tender rounds since 2017, a position now worth roughly $15 billion after compounding at 54% per year.
He believes SpaceX, coming public at under $2 trillion, will reach $10 trillion to $30 trillion within 10 to 15 years and become the largest, most profitable company on the planet. People inside the company tell him he is lowballing it.
On Starlink alone, Baron projects 300 million subscribers and about $1 trillion in annual revenue within a decade, making it worth around $14 trillion on its own.
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WATCH: Elon Musk on Starship's fundamental breakthrough, live with JPMorgan CEO Jamie Dimon.
Starship will be the first orbital rocket that is fully reusable, Musk says. Every other form of transport is reused as a matter of course. Planes, cars, ships, bikes, even horses.
A plane ticket would cost a fortune if you threw the aircraft away after one flight. That is exactly how rockets have worked until now. Full reusability is what changes the economics of spaceflight.
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NEWS: SpaceX has launched a dedicated IPO site at carrying key figures, filing documents and an FAQ for investors.
The full prospectus and the CFO roadshow walkthrough are both live ahead of the June 12 Nasdaq debut.
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NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video.
Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing.
SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA.
Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit.
V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch.
On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers.
Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.
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JUST IN: SpaceX pledges to cover all power grid infrastructure upgrade costs associated with its data centers so those costs are not passed on to local households, per its S-1 filing.
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JUST IN: COLOSSUS II is currently training Grok-5!
Running on GB200 and GB300 processors, which SpaceX says made it one of the first data centers in the world to deploy both at significant scale, per its S-1 filing.
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JUST IN: COLOSSUS II is currently training Grok-5!
Running on GB200 and GB300 processors, which SpaceX says made it one of the first data centers in the world to deploy both at significant scale, per its S-1 filing.
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NEWS: ASML CEO Christophe Fouquet singles out Starlink as one of the most fascinating chip demand drivers he sees in the market today.
"We talk a lot about chips, humanoids and self-driving cars. But all those products have to be connected to data," Fouquet told Reuters.
Starlink's satellite constellation requires chips at scale. As the network grows toward tens of thousands of satellites, it represents a significant and recurring source of semiconductor demand that most analysts overlook.
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NEWS: Elon Musk laid out SpaceX's core mission in precise terms during his Forbes interview, describing the specific test he uses to define a genuinely self-sustaining civilization beyond Earth.
If resupply ships from Earth stop arriving for any reason, does the civilization on the Moon or Mars continue to grow or does it collapse? Passing that test is the actual goal, not simply putting humans on another planet.
To reach it, Elon estimates humanity needs to deliver roughly 1 million tons of cargo to the Moon or Mars to build sufficient industrial capacity.
He was careful to define what multi-planetary actually means. It is not about leaving Earth and relocating somewhere else. That would simply be a single-planet civilization in a harder place to live. The goal is for humanity to extend outward while keeping Earth intact, eventually becoming a spacefaring civilization spread across multiple worlds.
SpaceX's Starship, targeting full reusability as early as this year, is the vehicle Musk says makes the million-ton goal physically achievable. He described this as a "fundamental breakthrough" he hopes to see happen in 2026.
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🚨FYI: CJ is Neuralink Patient #
24#. A ventilator-dependent quadriplegic who volunteered for the PRIME trial not for himself, but so Neuralink and the FDA can learn more about N1 technology and help others.
He needs to be back in Miami next month for a required in-person visit. Neuralink denied his request to attend virtually.
Because he is on a ventilator, commercial flights are not an option. His only way there is an air ambulance costing between $38,000 and $52,000 one way.
This man chose to participate in one of the most important medical trials in history so future patients could benefit. The least we can do is help get him there.
His fundraiser:
RT to get this in front of
@elonmusk and
@neuralink. CJ deserves to finish what he started. 🙏
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