Independent, daily research on the Elon Musk ecosystem — Tesla, SpaceX, xAI and the companies around them. News, earnings, data trackers and valuation analysis for long-term investors. The only Korean-language publication dedicated to this space, publishing every market day since 2025.
Anthropic's S-1/A caps SpaceX compute at $120.5B with a 90-day exit after early 2027. What the 'mid-2027' report adds and what remains unconfirmed.
SpaceXSI's Grok Build: Claroc says 35,578 published apps opened with no sign-in. What was measured, what SpaceXSI disputes, and open questions.
SpaceX says Starship Flight 15 is preparing to launch as soon as Friday, November 13, 2026, pending regulatory approval, on the first plan to catch both Super Heavy and the Starship upper stage. The 75-minute window opens at 4:45 p.m. CT. This note separates confirmed facts, company plans, secondary reports, and open questions. It is not a buy, a sell, or a share-price call.
Musk posted the project name only. Fort Bend approved four incentive agreements. Tesla has not confirmed the site, a groundbreaking, or a production date.
Terafab's joint-venture structure emerged: Tesla holds 38.1%, SpaceX 61.9%, with a $45B targeted funding pool and a goal of one million chip wafers per month by 2033. Phase 1 is a 25,000-chip complex in Grimes County, Texas. Tesla's procurement team visited Japanese semiconductor equipment makers in early November to begin Terafab sourcing.
Starlink's dynamic pricing has spread from a Midwest test to addresses across the United States, and Residential Max is now reported between $104 and $156 a month. PCMag (updated Nov. 8, 2026) and TechSpot (Nov. 8) describe 10% to 20% moves in both directions. This note separates confirmed reporting, SpaceX's own sentences, and open questions. It is not a buy, sell, or price-target piece.
Elon Musk unveiled Terafab's GDP-of-a-top-10-nation scale at Baron Conference. SpaceX filed for a $24B gas plant + supercomputer hearing in Starbase. Anthropic signed a $3.4B gas generator deal. Starlink hit 13.6M subscribers. Austin robotaxi sightings hit an all-time high of ~2,300 on Nov 7. SPCX 180-day lockup expires Dec 8.
NHTSA’s Special Order AQ26002 asked Tesla under oath how Cybercab meets federal safety standards. What is public as of early November 2026 is a confidentiality claim over the sworn answers—especially Request 8—and a first-responder plan, not a finding of noncompliance. This guide maps the docket and Tesla’s primary filings. It is not a buy, sell, or price-target note.
A Tesla recruiter said on Oct. 28, 2026 that the company is “officially coming” to Vietnam and posted five jobs, including sales manager, service manager, and charging-project developer. Tesla Motors Vietnam LLC was registered in Ho Chi Minh City on Sept. 11. VinFast has taken about 36% of Vietnam’s new-car market in the first nine months of 2026. Southeast Asia is opening; tariffs, price, and charging will decide how large the opening is.
The Guardian and Forbes (Oct. 28, 2026) report that SpaceXSI, formerly xAI, is offering market-value buyouts in Southaven, Mississippi's Colonial Hills neighborhood, conditioned on releasing claims in a gas-turbine noise class action. A realtor recording cites a target of 418 homes; the company has not confirmed that figure. With AI compute now SpaceX's largest revenue segment, legal, ESG and power-supply risk sits on the growth engine.
On the evening of Oct. 27, 2026 a Tesla Semi caught fire on I-880 in Hayward, California, with no crash. The driver was unhurt; the freeway stayed closed about 10 hours; the cause is under investigation. The same week, Pilot/Flying J opened its first 1.2 MW Megachargers for the Semi at Ellabell, Georgia and Tulare, California, with Fort Stockton, Texas and North Las Vegas next. Infrastructure progress and battery-safety risk arrived in the same news cycle.
MSFT Q3 EPS $4.89 (+4% beat), Revenue $92.2B (+2% beat), +6.11%. GOOGL Q3 revenue inline but -9%: margin 31.8%, 2nd straight negative FCF, capex doubled. TSLA Cybercab 573 (+222 last week), 7x cheaper than Waymo. AWS 2028E $373.6B (Morgan Stanley, ~3x 2025). Anthropic cash $131.7B = #3 non-bank US company. Gemini 4 Carbon 96% long-context. Fed Warsh: -1 voter 2027, meetings 8→6 in 2028.
Tesla Q3 2026: Adj EPS $0.48 beat consensus $0.45 (+7%). Revenue $28.05B. Net income $787M (-43% YoY, mostly non-cash items). Energy segment revenue $4.6B (+50% YoY, record). CapEx annual guide cut from $25B to $20B. FSD active users surpassed 1.7M. FSD on Turo launches Oct 28.
Opinion/prediction: Cybercab becomes material to earnings faster than Model 3. Structural case: software margins, near-zero marginal AI cost, 24/7 fleet utilization. Labeled as opinion — no confirmed quarterly segment data yet.
BREAKING IBM Q2 miss −28% · CPI −0.4% · Chamath TSLA~$600 · Robotaxi 765 · GOOGL 1.6GW · TSMC $140B · JPM $16.9B · NFLX $169 · SNDK $3,100 · LCID −41.74%. More in individual reports.
Tesla FSD active subscribers reached 1.29M in Q1 2026, up +17% from 1.10M in Q4 2025. SPCX target raised $190→$230. Q2 earnings July 22, est. revenue $39,098M. 'Best earnings in years' forecast.
California's Lathrop Megafactory confirmed at full capacity as of Q2 2026, producing Tesla Semi trucks and Megapack energy storage. Full production signals a Q2 energy segment earnings beat and validates the thesis that Tesla's high-margin energy and services businesses are offsetting auto margin pressure.
Tesla Q1 2026: revenue $4.69B (+15.4% YoY), but total costs +64% YoY drove an operating loss of -$1.94B and net loss of -$4.28B (EPS -$1.27). Share count rose +35% YoY. FY2025 full-year net loss was -$4.94B, Tesla's largest ever. The quarter marks peak investment before robotaxi/Optimus/FSD revenue converts.
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