Musk-ecosystem investing glossary

FSD

Tesla’s Full Self-Driving software stack. Supervised FSD still requires an attentive driver. Unsupervised use is a different regulatory and insurance object. Tesla’s Q3 2026 update printed 1.74 million active FSD subscriptions; that count follows Tesla’s award definition and excludes free trials.

Optimus

Tesla’s humanoid-robot program. Public commentary from Tesla describes development and limited production intent; unit economics and shipment totals belong only when Tesla prints them.

Cybercab

Tesla’s purpose-built two-seat robotaxi without a steering wheel or pedals. Reuters dated public rides in limited Austin areas to 3 September 2026. Federal rules still constrain sales of vehicles without conventional controls.

Robotaxi

Paid autonomous ride service. Tesla has used both retrofitted Model Y vehicles and Cybercab. Supervised fleets and unsupervised miles should not be added together without Tesla’s own labels.

Starship

SpaceX’s fully reusable super-heavy launch system. The Q3 2026 10-Q counted 2 Starship launches in the quarter and 3 in the first nine months of 2026.

Starlink

SpaceX’s satellite broadband. “Consumer subscribers” in 2026 filings (13.6 million at 30 Sep 2026) exclude many enterprise and government contracts. See the SpaceX tracker.

SPCX

Ticker used on Investus for SpaceX when the company appears in public market data and filings. Always check the live quote source on the SpaceX valuation page; do not treat a blog valuation as the last trade.

TAM

Total addressable market. A top-down size of a category (robotaxi miles, satellite broadband seats, humanoid labor hours). TAM is not revenue. Investus only repeats a TAM when a named source published it.

Giga

Tesla manufacturing campus shorthand (Texas, Nevada, Berlin, Shanghai and others). Capacity claims wait for Tesla’s printed lines, not tour photos.

Megapack / storage GWh

Tesla utility-scale batteries. Q3 2026 deployments were 13.7 GWh in Tesla’s 2 October note. Storage is a separate line from vehicle deliveries.

xAI / Grok

xAI is the Musk-affiliated AI lab; Grok is its public model family. Coverage here only when a Tesla or SpaceX filing, or a named newsroom, ties compute, land or power to those names.

X

The social platform formerly Twitter. Relevant to this desk when it is a distribution or advertising counterpart to xAI or Tesla, not as a general media beat.

Neuralink

Musk-affiliated brain-computer-interface company. Mentioned when a primary source links it to the ecosystem map; not a Tesla financial line.

The Boring Company

Tunneling firm affiliated with Musk. Same rule: map it, do not assign it Tesla revenue.

Unsupervised

No safety monitor in the vehicle. Tesla’s 2026 safety-report miles use this word. It is not a synonym for “legal everywhere.”