Joshua Code @Josh_Code

@niccruzpatane Canada next!

Engineering tests of the first production Cybercab have begun in Austin

Watch @elonmusk provide a technical update on SpaceX’s capability to manufacture, launch, and operate AI satellites at scale → spacexipo.com

Today, with 97% approval, Dell shareholders voted to bring our legal home to Texas. This is home and where we’ve always belonged. Texas gave us the talent, the universities, and the environment to build something that lasts. Proud to make it official. Let’s go. 🤠

@SawyerMerritt Nothing about that screams Ferrari. Except the price tag.

Don’t chase what was. Own what’s next. Big Ideas 2026. Download now: ark-invest.com/big-ideas-2026

Back-of-envelope numbers for 1 gigawatt data center: All-in Capex: ~$50 bn Enterprise revenue generated: ~$25-30 bn/year Electricity cost: $1-2 bn/year ~2 year payback. The boom is real.

A new era begins

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TechOperator @TechOperator

3 months ago

Presenting VIN Zero — the very first production Cybercab built at Giga Texas.

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EVs ranked by total unit sold in the U.S. in Q1 2026. 1) Tesla Model Y: 78,591 2) Tesla Model 3: 31,672 3) Toyota bZ: 10,029 4) Hyundai Ioniq 5: 9,790 5) Chevrolet Equinox EV: 9,589 6) Rivian R1S: 5,494 7) Ford Mustang Mach-E: 4,600 8) Lexus RZ: 4,456 9) Tesla Cybertruck: 3,519 10) Cadillac Lyriq: 3,370 11) Honda Prologue: 3,319 12) Rivian EDV: 3,213 13) Subaru Solterra: 3,041 14) Cadillac Optiq: 2,847 15) Kia EV9: 2,740 16) Tesla Model X: 2,346 17) BMW i4: 2,184 18) Kia EV6: 2,023 19) Hyundai Ioniq 9: 1,990 20) Cadillac Vistiq: 1,902 21) BMW iX: 1,788 22) Rivian R1T: 1,658 23) GMC Hummer EV: 1,653 24) Lucid Gravity: 1,631 25) Cadillac Escalade IQ: 1,432 26) Chevrolet Silverado EV: 1,406 27) Volvo EX30: 1,373 28) GMC Sierra EV: 1,288 29) Tesla Model S: 1,172 30) Chevrolet Blazer EV: 1,077 31) Lucid Air: 920 32) olkswagen ID. Buzz: 839 33) Hyundai Ioniq 6: 829 34) Porsche Macan Electric: 822 35) Chevy Bolt EV/EUV: 791 36) Volvo EX90: 702 37) Nissan Leaf: 668 38) BMW i5: 645 39) Chevrolet BrightDrop Zevo: 496 40) Porsche Taycan: 458 41) Mercedes EQE: 397 42) Volkswagen ID.4: 338 43) Audi Q6 e-tron: 318 44) Mercedes G-Class EV: 245 45) Ram ProMaster EV: 223 46) Mercedes EQS: 206 47) Mercedes eSprinter: 202 48) Mini Countryman Electric: 200 49) Ford E-Transit: 200 50) Jeep Wagoneer S: 175 51) Audi A6 e-tron: 135 52) Genesis GV60: 117 53) Audi Q4 e-tron: 96 54) Acura ZDX: 73 55) Fiat 500e: 68 56) Mercedes EQB: 62 57) Nissan Ariya: 56 58) Hyundai Kona Electric: 53 59) Genesis GV70 EV: 47 60) Jeep Recon EV: 18 61) Toyota C-HR EV: 13 62) Audi Q8 e-tron: 2 63) Mini Cooper Electric: 2 (via new Cox Automotive data)

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EV pickup truck sales in the U.S. in Q1 2026, according to new Cox Auto data: • Tesla Cybertruck: 3,519 (-45% YoY) • Ford F-150 Lightning: 2,060 (discontinued) • Rivian R1T: 1,658 (-4% YoY) • Chevy Silverado EV: 1,406 (-41% YoY) • GMC Sierra EV: 1,288 (+3% YoY) Despite the tough conditions and loss of the EV credit (all automakers lost this), the Cybertruck was still the #1 bestselling EV truck in Q1. Tough market for EV trucks in general though.

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34th launch & landing of the same rocket

SpaceX @SpaceX

3 months ago

Falcon 9’s fleet leader booster completes its 34th launch and landing

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Sequoia's @shaunmmaguire on Why Elon's TERAFAB is Underrated: "I’m gonna sh*t on a lot of other investors for a second." “I’m watching people come in with what I’d call 8th grade level education on the industry, trying to make definitive statements.” "I’ve been obsessed with semiconductors since I was a little kid. I literally bought Nvidia shares in the IPO in 1999. I was obsessed with semiconductor fab as a kid, got really deep into the chemical processes that go into making wafers." "People are assigning way too low a probability that it will work.” Hill & Valley Forum 2026 (@HillValleyForum) / @elonmusk . . . “I think it’s underrated because I think people don’t think it’s gonna work. Like I think a lot of people view it—and again, this is a systems-level problem—and I’m gonna just go get sh*t on a lot of other investors for a second. It’s been pretty wild for me as chips became all the rage again. To brag for a second, I’ve been obsessed with semiconductors since I was a little kid. I literally bought Nvidia shares in the IPO in 1999. I was obsessed with semiconductor fab as a kid, got really deep into the chemical processes that go into making wafers. If you think about the silicon industry, from the mid-50s to the mid-90s, the bottleneck was actually chemical steps. It was not lithography—it was making ultrapure wafers, which require 20+ chemical steps. Then it flipped to lithography, and EUV became probably the hardest single step in semiconductor manufacturing. But there’s all these investors that, three years ago, had never done anything in hardware, had never thought about semiconductors, that are brand new and think that they’re experts. I’m not trying to say I’m an expert—there’s a lot I need to learn—but I’ve at least been paying attention to this field for a very long time. And I’m watching these people come in with what I’d call eighth-grade-level education on the industry, trying to make definitive statements around what the bottlenecks are, what’s gonna be hard. They’re basically just parroting each other. It reminds me a lot of when people were trying to assess the likelihood of reusable rockets working in 2014, or Starlink working in 2019–2020, where everyone would tell me to my face: it will not work. Or when people were saying self-driving will never work. Especially with camera-only—where Elon was a contrarian doing camera-only rather than vision plus lidar. All these things fit the same pattern of people thinking superficially when they’re brand new to a field, then having strong opinions on how things are gonna work. And I think that on TERAFAB, people are assigning way too low a probability that it will work. I personally feel confident that it will. Timeframe—there are questions—but I’ve thought through all the different steps. Almost everyone, when you talk about TERAFAB, they’re like, ‘but what about EUV?’ And EUV is something they first learned about in the last 18 months. It’s comical to me."

Elon Musk @elonmusk

4 months ago

SpaceXAI + Tesla TERAFAB Project Goal is a trillion watts of compute/year Most must necessarily go to space, as US electricity is only 0.5TW

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Four years ago, I invested ~$40M and got involved helping build a small publicly listed company in Canada called Perimeter Medical. Why? They were trying to build an AI enabled device to help doctors do cancer surgeries better: take a tumor out from a patient, analyze it with AI while still in the surgical theater and tell with precision if all the cancer was taken out. If yes, close the patient up. If not, go back and get all the cancer. Well, we got FDA approval today!! Our product, Claire, became the FIRST FDA-approved AI-enabled imaging device for breast cancer surgery. We also got Breakthrough Designation. Currently, ~20% of women face repeat surgeries because surgeons "didn't get it all". What’s even worse is that they typically don’t find out for 10 days after the surgery until pathology has reviewed the resected tumor. That is 10 days of waiting and worrying for patients. Claire’s real-time AI + OCT tech delivers 10x the resolution of standard X-rays, identifying suspicious tissue during a surgery so surgeons can act immediately. Claire is now a regulated tool that sits in the workflow, in real time, while a surgeon is operating. It is just the start for what this platform can do for cancer care. We will first focus on ~300,000 breast cancer surgeries per year in the U.S., and then grow into other solid tumors over time. From a systems perspective, it’s also what “real AI” looks like: invisible to the patient, indispensable to the clinician, and measured in fewer surgeries  and better treatment experience .   Congratulations to @adrianvmendes and the @perimetermed team.

SpaceX has acquired xAI, forming one of the most ambitious, vertically integrated innovation engines on (and off) Earth → spacex.com/updates#xai-jo…

S&P 500 up 1.4% in January. Rest of year up 87% of the time when January is higher. But when it up between 0-2%? Lower only once. Small clues 2026 should be an above average year for investors.

@Micro2Macr0 @elonmusk Big fact

Never stop learing…

WAYMO vs TESLA 3,000 Waymos on the road vs 500,000 Teslas built in one quarter. Autonomy isn’t the race anymore. Manufacturing scale is.

The Golden Age is here: US GDP Growth surges to 4.3% in Q3, shattering expectations of 3.3%. Meanwhile, CPI is down to 2.7%, beating expectations of 3.1%. And with interest rates and taxes coming down, the table is set for an even better 2026. Thank you President Trump! 🚀🚀🚀

David Sacks @DavidSacks

7 months ago

Kudlow is right: inflation is coming down, interest rates are coming down, and tax cuts are coming in 2026. These are the conditions for a Reagan-like economic boom. Just as important, we have an AI investment super-cycle driving an extra 2% of GDP growth. Democrats like Bernie

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Installing @Starlink on an Emirates plane

Sawyer Merritt @SawyerMerritt

8 months ago

NEWS: Emirates has officially announced that they will be adding SpaceX's @Starlink internet to its entire fleet of 232 aircraft by mid-2027. Emirates has already installed Starlink on a Boeing 777 aircraft, with the first flight scheduled for November 23, 2025. Starlink will be

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