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Elon Musk reposted

Kyle Reidhead | Milk Road

Kyle Reidhead | Milk Road

@KyleReidhead · Oct 14, 2026

Raymond James reiterates Strong Buy on $SPCX with a Street-high $800 price target! The reason is SpaceX's FAA filing for up to 456 Starship launches and 912 landings a year at Boca Chica At 60 V3 Starlink satellites per Starship, phase one's 100 flights a year means about 6,000 satellites. The full 456 flights means about 27,400 At 100 tons of payload and 100 kW per ton, Raymond James says 100 flights could deploy about 1 GW of orbital AI compute every year That's before counting the Florida pads (44 a year at LC-39A, 76 at SLC-37) and Louisiana's planned $100 billion 10-pad spaceport And Elon confirmed the upper stage catch is coming on the next flight, about 4-6 weeks out Starlink and Orbital Compute are the future products of SpaceX and the competition is many years behind these products (and the ability to deploy them) SpaceX is building the strongest moats in the world and that's why the stock deserves to be much higher than it is today

Kyle Reidhead | Milk Road

Kyle Reidhead | Milk Road

Kyle Reidhead | Milk Road

Kyle Reidhead | Milk Road@KyleReidhead· Oct 13, 2026

SpaceX is asking the FAA to approve up to 456 Starship launches and 912 landings a year at Starbase The current approval is just 25 launches and 50 landings, so that's roughly 18x more The FAA is reviewing it now, and the first phase would allow 100 launches and 200 landings a

Kyle Reidhead | Milk Road

Kyle Reidhead | Milk Road

@elonmusk · Oct 15, 2026

China will be making a LOT of RAM in 2028

P Equity Research 📰

P Equity Research 📰@pequityresearch· Oct 15, 2026

A financial column published in South Korea now warns of memory oversupply in 2029, after new capacity comes online. They argue Korea has only 2-3 years to develop new growth industries before the cycle potentially reverses. $DRAM $MU $SKHY $EWY

P Equity Research 📰

vincent

@SPCX100T · Oct 14, 2026

Legendary investor Ron Baron @RonBaronAnalyst thinks $SPCX will worth $20T to $50T in 10 years and Starlink alone will worth $14T to $15T And he said @elonmusk thinks that’s too low 😂😂 (I think so too, look at my handle lol)

vincent

@elonmusk · Oct 15, 2026

Unless there is a major world war, SpaceX probably gets to >$100T in <10 years

Elon Musk reposted

Ryan Petersen

@typesfast · Oct 14, 2026

Today I took a Waymo to work instead of letting my Tesla drive me. Took twice as long (not even counting the wait). The routing was insane and the driving soooo slow.

a16z

@a16z · Oct 14, 2026

Compute scarcity, in one chart Old GPUs are turning into appreciating assets

a16z

a16z

a16z@a16z· Oct 14, 2026

Nathan Lambert of @trillium_labs says Chinese AI researchers' jaws drop to the floor when he tells them how much compute OpenAI has: "The Chinese labs are very technically excellent. They are more compute-starved." "Without a doubt, they have a comparable talent pool to draw

a16z

@elonmusk · Oct 15, 2026

Bull Theory

@BullTheoryio · Oct 14, 2026

🚨CoreWeave is now in serious trouble. $CRWV is down more than 16% today and has crashed more than 50% in the last 5 months. The reason is its debt. CoreWeave owes about $35B and paid $640M in interest last quarter alone. Investors are now dumping that debt. Its 2032 bonds have

Bull Theory

@elonmusk · Oct 15, 2026

High stakes game

Elon Musk reposted

Brivael Le Pogam

Brivael Le Pogam

@brivael · Oct 14, 2026

Elon Musk often says: "Patents are for the weak." Why does he say that? In 2014, Tesla opened up all its patents. Anyone could use them. Everyone thought it was a PR stunt. It was actually a declaration of war. Elon's point was that patents mostly serve to slow down progress, protect the positions of giant corporations, and make lawyers rich. Not to innovate. His logic is simple: if your competitive advantage lives inside a legal document, you're already dead. The only real moat is your speed of innovation. If you move faster than everyone else, you don't need patents. If you need patents to survive, it means you've stopped moving fast enough. The strong build. The weak file. And AI is about to make that sentence true for the entire economy. Take biotech. For 50 years, starting a biotech company meant a PhD, ten years in a lab, access to closely guarded knowledge, millions before your first proof of concept, and a network in the right academic and regulatory circles. Knowledge was scarce, access was scarce, and that scarcity was worth billions. That scarcity is dying. I genuinely believe we're entering a world where anyone will be able to start a biotech company. A 19-year-old with AI agents will be able to explore molecular spaces that entire labs used to spend years mapping. Trade secrets, credential rents, access rents, positional rents: all of it is about to blow up. And look at what's already happening. Some of the first calls to "urgently regulate AI agents" are coming from established biotech players. Coincidence? When your business model depends on scarce knowledge and knowledge becomes free, you're left with only two weapons: the patent and the regulator. The two weapons of the weak. Here's what's coming. A wave of panic. Dozens of labs and incumbents retreating behind their patents, filing lawsuits, and above all pouring money into regulatory capture. They won't try to build better. They'll try to make it illegal for anyone else to build. Because the truth is, a lot of people in business were never strong. They were protected. They never won on product, on innovation, on speed of execution. They won because the market was locked. Because attacking their industry required hundreds of millions of dollars, years of approvals, and armies of lawyers. The wall was never their talent. The wall was regulation. And when the wall comes down, we find out who actually knew how to build. This isn't just biotech. Banking. Insurance. Law. Healthcare. Energy. Hardware. Education. Defense. Almost every industry where incumbents were sleeping behind barriers to entry is about to get hit by thousands of founders able to attack their business from every angle at once. With teams of 5 people and an army of agents. Everyone gets to play now. My conviction, and I'll say it plainly: a huge chunk of the S&P 500 could be completely flushed in the next 5 years. Not because those companies will make mistakes. Because their competitive advantage was never real. It was built on how hard it was to get in, and that difficulty is disappearing. The weak will cry danger. They'll talk about safety, risk, disaster. Sometimes they'll be right on a specific point. But most of the time, what they're protecting isn't the public. It's their rent. What's coming isn't a collapse. It's a renaissance. The biggest explosion of value creation in history, driven by people who were always told they weren't allowed to play. Patents are for the weak. And the weak are about to have a very bad decade.

Dr Singularity

Dr Singularity@Dr_Singularity· Oct 13, 2026

They are afraid. AI will disrupt and "open source" everything, not just games and software. It will also go after almost all hardware and drugs. Basically everything. Some things sooner, some later. Everything will change. Current ways of doing things must/will change.

Dr Singularity

Elon Musk reposted

Elon Musk

@elonmusk · Oct 14, 2026

Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS. Starlink is a commercial service owned and controlled by SpaceX. Usage of Starlink is limited to civilian or defensive activities and cannot be used for offensive military action, as doing so would be inappropriate for a commercial company.

Elon Musk reposted

Emmet Peppers

@EmmetPeppers · Oct 15, 2026

Cybercab experience is legit! Wow! Didn’t quite understand until riding it around today for first time

@elonmusk · Oct 15, 2026

samuel

samuel@marsrepublica· Oct 14, 2026

The actual facts about SpaceX in Ukraine: - SpaceX is a private company with zero obligation to help Ukraine, yet it stepped up when governments dragged their feet. - Starlink and Starshield are not the same. Starshield is under U.S. government control. That is who made last

samuel

Elon Musk reposted

Brian Roemmele

@BrianRoemmele · Oct 14, 2026

🔮 Grok Bot email accounts and traffic will be larger than Gmail and 1000x more productive. Efficient Grok Bot email will liberate us from spam with high signal and low noise Claude Shannon would be productive of.

Brian Roemmele

Brian Roemmele@BrianRoemmele· Oct 14, 2026

NEW GROK BOT! I have over 3400 email newsletter subscriptions. It is an AI battle for years I have had various success in solving. But now @Grok @Bot has the solution! Send newsletter subscriptions to your @Grok @Bot email address and run this Bot: 📬

Brian Roemmele

@elonmusk · Oct 15, 2026

And so the slaughter continues … Time for Zelensky to go

@amuse

@amuse@amuse· Oct 14, 2026

UKRAINE: Zelensky explained that he has no intention of ending the war until Russia is defeated. His greatest fear is ending the war and facing a presidential election. If he lost, he would certainly be investigated and most likely prosecuted - 80% of his predecessors have been

Elon Musk reposted

DogeDesigner

@cb_doge · Oct 15, 2026

When @Starlink helped rescuers save nine fishermen from a flooding boat in Alaska. The United States Coast Guard confirmed that all nine people aboard the Arctic Sea were rescued. Their fishing boat had run aground near St. George Island in Alaska’s remote Bering Sea and was taking on water. Winds around 93 km/h and three-metre waves made it too dangerous for a nearby fishing boat, North Sea, to rescue the crew directly. North Sea used Starlink to stay connected throughout the response. Its crew also provided updates to the Coast Guard. A Coast Guard helicopter lifted all nine fishermen to safety. Starlink helped keep communications working during an emergency where nine lives were at risk. This life-saving technology should be available in every part of the world.

DogeDesigner

@elonmusk · Oct 15, 2026

Natalia El Ferrara

Natalia El Ferrara@NataliaSpace11· Oct 14, 2026

Elon Musk gave Ukraine Starlink within hours of the invasion and saved the front line, while European politicians who built nothing comparable in years now lecture him on how to run his own company. Sikorski asks the "big man" if Elon is "playing politics with his products

Natalia El Ferrara

@elonmusk · Oct 15, 2026

Alex Finn

Alex Finn@AlexFinn· Oct 14, 2026

Grok Bot built me a completely autonomous business which has already generated $1,100 I think this is the future of the economy Everyone's agents building and launching microbusinesses autonomously In this video I walk you through step by step how to set up your own:

Alex Finn

Elon Musk reposted

X Freeze

@XFreeze · Oct 14, 2026

Grok Imagine is getting INSANELY good at music videos......and now it can generate music too The level of realism, natural facial expressions, smooth movements and synchronization between visuals and audio is incredibly impressive You can even create your own music and add it to videos already saved in your library

X Freeze

@elonmusk · Oct 15, 2026

Grok @Bot rocks

NetworkChuck

NetworkChuck@NetworkChuck· Oct 14, 2026

Okay. I was wrong about @bot. I said I didn't care. A week in, I get it now. I connected my email, calendar and custom apps, and it just works. @elonmusk @grok @spacexai

NetworkChuck

Elon Musk reposted

SMX 🇺🇸

@iam_smx · Oct 14, 2026

Starlink and Starshield are both built by SpaceX, but they answer to different bosses. Starlink is SpaceX’s commercial internet service. The company owns and operates it, providing connectivity to homes, businesses, ships and planes. Starshield is designed for government and military use, its systems are owned and controlled by the U.S. government, with speed and usage limits decided by the U.S. military or the President

SMX 🇺🇸

Elon Musk

Elon Musk@elonmusk· Oct 14, 2026

@FedorovMykhailo Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS. Starlink is a commercial service owned and controlled by SpaceX. Usage of Starlink is limited to civilian or defensive activities

Elon Musk reposted

Tesla

@Tesla · Oct 14, 2026

Roadster event streaming live this Thursday at 7:55pm CST

Tesla

@elonmusk · Oct 15, 2026

The new Tesla Roadster is a candidate for greatest product demo of all time

Elon Musk

Elon Musk@elonmusk· Oct 14, 2026

Timing is everything

Posts — Elon Musk Archive