Tesla / SpaceX
9 posts
Musk crosses $1T net worth on SpaceX IPO day — first trillionaire in history
SpaceX IPO opens June 12, ticker SPCX, +20% first day to a $2T valuation. Musk crosses $1.05T net worth — humanity's first trillionaire. 90%+ of it is locked for 366 days.
Starlink V3: the 100× isn't marketing — it's two 10×s multiplied
Musk's math on Starlink V3: 10× bandwidth per satellite, 10× more satellites, multiplies to 100×. Orbit drops from 550km to 350km, halving minimum latency.
SpaceX IPO locks out China and Hong Kong — ITAR is the reason, geopolitics is the substance
SpaceX IPO underwriters tell the syndicate not to accept mainland-China or Hong Kong investor orders, citing ITAR compliance. SpaceX.com is blocked in CN/HK from June 5.
Anthropic raises $65B at $965B — overtakes OpenAI as world's most-valued AI startup
Anthropic closes a $65B H-round at a $965B post-money — overtaking OpenAI as the highest-valued AI startup. ARR hit $47B this month. Likely the last private round before IPO.
Musk and Zuckerberg killed Trump's AI EO — even «voluntary review» was too much
Hours before signing, Trump shelved a voluntary 90-day federal AI safety review EO. Musk, Zuckerberg, and David Sacks called Trump directly — the accelerationist faction won even against voluntary review.
Tesla FSD finally launches in China — but rivals are years ahead
Tesla launches FSD in China after years of waiting — but as Level 2, hands-on-wheel. Xpeng Mpilot already holds 60.1% of China NOA share; Baidu Apollo Go runs commercial robotaxis.
Anthropic in talks with Microsoft for Maia chips — pays SpaceX $1.5B monthly
Anthropic faces severe compute shortage. Q1 demand grew 80× annualized; plans accounted for 10×. Now in talks to rent Microsoft Maia servers, while paying SpaceX $1.25B/month for compute.
SpaceX S-1 published — Musk himself listed as a risk factor
SpaceX's S-1 was made public this week. In the 330-page filing, Musk himself is listed as a risk factor. xAI is mentioned 356 times, Tesla 87, Boring Co. and Neuralink appear too.
OpenAI prepares for IPO — largest AI listing ever, target $850B
OpenAI plans a confidential SEC IPO filing this Friday, targeting September listing at $850B+ valuation. Goldman and Morgan Stanley underwriting. Musk's lawsuit dismissed as too late.