BIG NEWS: SpaceX has given me approval to fly their locations and bring updates to their locations without TFRs! Thank you Brian, James, and SpaceX Security for helping set up this program. It really means a lot to me. You guys rock! SPACEX: For my first flight I went to the Starlink / Starmind Campus in Bastrop, Texas. There is a ton of work taking place. Here is a list of the build sites currently underway. - Solar Ingots and Wafers Facility: This is for upstream silicon production for ingots and wafers that feed solar cell manufacturing. SpaceX is well into the groundworks as they clear and level a massive plot next to the Solar Cell Factory. They will both eventually be connected. - Solar Cells Factory: This is a ~1.1–1.5 million sq ft multi-floor structure currently under construction south of the main Starlink plant. It is designed for high-volume solar cell output with a target ~10 GW/year. Much of the outer walls, windows, and roof is installed. - Starlink Factory: This is the OG building that has undergone multiple expansions. It houses high-volume Starlink kit production, printed circuit boards, and semiconductor packaging. - Warehouse and AI Satellite Development Facility: It is described in conceptual layouts for storage, AI satellite R&D, and related operations. This building has gone up super fast. It started months after the Solar Cells Factory and is now well beyond it. - Starmind / AI Satellite Production Factory: This area is still grass with a small section near the highway now be cleared and leveled. It will be the large-scale Starmind satellite manufacturing building. If you have any questions, leave them in the comments. Subscriber Photo-thread and Support links in the thread. Thanks for watching!

Today I early voted in Texas. Straight Republican. Dems are not worth the risk to all the great builders and projects here. Can't stop, won't stop.

The Boring Company's airport tunnel looks good to go!

Tesla Q3 2026 Results Financials: - Revenue: $28.0B: Automotive $20.6B; Energy $2.9B; Services & other $4.6B (+33% YoY). - GAAP operating income: $0.7B (operating margin 2.6%). GAAP net income: $0.8B ($0.22 diluted EPS). Non-GAAP net income: $1.7B ($0.48 diluted EPS). - GAAP gross margin: 19.6% (+160 bp YoY). Adjusted EBITDA: $3.9B (13.9% margin). - Operating cash flow: $6.3B. Free cash flow: $1.5B. Capex: $4.7B. - Cash & investments: $45.4B (+9% YoY). - TTM revenue exceeded $100B for the second consecutive quarter. - Battery availability limited auto volumes; largest passenger vehicle backlog in four years. Vehicles: - Production: 464,391 (+4% YoY). - Deliveries: 486,532 (−2% YoY). - Cumulative deliveries: 10.2 million. - Produced and delivered the 10 millionth vehicle. Record production at Giga Berlin. Record deliveries in Canada, Australia, Japan, and Taiwan. - Tesla Semi in volume production on the high-volume line in Nevada (top variant: up to 500 miles range at 82,000 lbs, 1.7 kWh/mile efficiency). - Unveiled Next Gen Roadster on October 15. Cybercab/Cybertruck capacity >125,000 each. Autonomy / Robotaxi / FSD: - FSD (Supervised) attach rate >75% of new vehicles in North America. Cumulative FSD miles on V12+: 15.9 billion. Active subscriptions: 1.74 million (+67% YoY). - New approvals in Croatia, Slovenia, Czech Republic, and Slovakia. Now live in nine EU countries; >100,000 customers logged >160 million km. - Robotaxi: Cybercab rides started Sept. 3 in Austin. Nearly 2 million cumulative unsupervised miles (8x QoQ growth). Austin operating 6am–midnight. Grok integrated into Cybercab (voice control of inbox, calendar, files, chats, tasks). Energy Storage: - Deployed 13.7 GWh (+10% YoY). Highest-ever order rate and backlog. - Megafactory Texas production started (planned 50 GWh capacity). First Megapacks shipped with Tesla’s own LFP cells from Nevada. - Strong demand tied to grid needs and data centers. AI / Compute / Optimus / Other: - SI training compute: Cortex 1 (>105 MW) and Cortex 2 (>120 MW) in production; targeting 400 MW by year-end for vehicle and humanoid autonomy. - Austin Fab construction ongoing; equipment commissioning planned for 2027. - Optimus: Production began in Fremont on high-volume lines; first production-quality bots made. Part of ~$1.5B robotics investment. - Continued vertical integration on batteries (LFP in Nevada, 4680 in Texas/Berlin, cathode/lithium refining in Texas). Outlook: Focus on maximizing existing factory utilization. Hardware profits expected to be accompanied by accelerating SI, software, and fleet-based profits over time. Multi-year infrastructure ramp underway for autonomy, robotics, energy, and semiconductors. No specific numerical guidance beyond these priorities.