Daily Snapshot Nov 11 2026 — Tesla Robotaxi Texas 1,194 sq mi | SpaceX AI 52% | NVDA FCF $1T | Anthropic IPO | Grok 100M | Starlink Mini 2 | RKLB Cuts
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Tesla robotaxi Texas coverage grew 59% to 1,194 sq mi — 4× Waymo. SpaceX Q3 2026 revenue hit $14.6B with AI (compute/Grok/Cursor) at 52%. NVDA 3-year cumulative FCF heading for ~$1T (CAGR 58%). Anthropic pursuing IPO at up to $1.4T valuation, trading possible this Thu/Fri. Claude Whiteboards/Sheets/Data launched. Grok hit 100M MAU. SoftBank CFO signals AI spending slowdown after $7B quarterly loss. Starlink Mini 2 adds built-in 4.5-hour battery. Rocket Lab targets trimmed by 3 houses post-Q3. Optimus 2 processing halved to 50s, Stage 2 near complete. Tesla Australia up 94% YoY.
What happened
2026-11-11 key stories.
Tesla robotaxi Texas coverage expanded 59% to 1,194 sq mi with Austin and San Antonio launches, covering Austin, San Antonio, Houston, Dallas, and Fort Worth. That's approximately 4× Waymo's Texas footprint, with 14.4% of Texas residents now living inside a service zone. Elon Musk said: 'Cybercab will do a majority of all passenger miles in any jurisdiction where it is not prohibited by law.'
SpaceX Q3 2026 revenue: $14.6B — 2.6× Q3 2025. AI (compute, Grok, Cursor) = 52%. Rand Group: 'AI is now half of SpaceX. Rockets built the network, Starlink carries the data, AI monetizes the whole stack.'
NVDA 3-year cumulative FCF: Jan'27(E) $190B + Jan'28(E) $327B + Jan'29(E) $452B ≈ $969B ≈ $1T. CAGR 58.2%. Anthropic pursuing IPO at up to $1.4T valuation; WSJ says trading possible this Thursday or Friday. Claude Whiteboards, Claude Sheets, and Claude Data launched — @jason: 'The biggest threat to Microsoft Office is Claude Office.'
Grok hit 100M MAU. SoftBank CFO: 'It is only natural that there is some discussion about waiting and seeing' after a $7B quarterly loss. Starlink Mini 2: 4.5-hour built-in battery, quick-swap, USB-C, online in ~60 seconds, US preorders by invitation. Rocket Lab post-Q3: Cantor Fitzgerald $122→$111, Barclays $85→$82, Piper Sandler $83→$58 — all Neutron timing cited as the key variable. Optimus 2: processing time halved from 100s to 50s, Stage 2 near complete. Tesla Australia: 45,755 units Jan-Oct (+94.1% YoY), 361 units from the all-time record.
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