Muskonomy

NEWS: Famous Dutch YouTuber Enzo Knol was testing Tesla FSD Supervised for the first time in the Netherlands when a car ran a red light directly into his path. FSD braked hard and avoided a T-bone collision. Tesla Europe reposted the clip. The Netherlands has driven over 10 million kilometers on FSD Supervised since becoming the first European country to receive approval on April 10, 2026. This happened during his very first FSD experience.

NEWS: X just kicked out one of its biggest accounts for stealing content. Massimo built a massive following by taking other creators' videos, cutting out the watermark and posting them as his own. Thousands of videos. Same trick every time. Nikita Bier, X's head of product, told him directly: "Today is your last day in the Creator Program."

Original video: youtube.com/watch?v=AYYJYe…

NEWS: Famous Dutch YouTuber Enzo Knol was testing Tesla FSD Supervised for the first time in the Netherlands when a car ran a red light directly into his path. FSD braked hard and avoided a T-bone collision. Tesla Europe reposted the clip. The Netherlands has driven over 10 million kilometers on FSD Supervised since becoming the first European country to receive approval on April 10, 2026. This happened during his very first FSD experience.

NEWS: SpaceX's goal of launching 100 gigawatts of compute to orbit each year would generate approximately one-fifth of the entire annual power production of the United States, per its S-1 filing, citing the U.S. Energy Information Administration. US power production in 2025 was 4,400 terawatt hours. SpaceX's orbital AI target would require the equivalent of 880 terawatt hours per year. In space. Powered by the Sun.

NEWS: Starlink Mobile agreements with mobile network operators are generally multi-year contracts ranging from one to five years, per SpaceX's S-1 filing. SpaceX has 30+ MNO partners across 6 continents. These are not month-to-month agreements. The revenue base is contractually locked in.

NEWS: Jeff Bezos on SpaceX and the future of the space industry, in his CNBC interview with Andrew Ross Sorkin. "I admire what SpaceX has done and I want the world to have at least two SpaceXs." "Great industries are made up of big competitors." Source: CNBC, Wednesday, May 20, 2026.

NEWS: Government launch and development contracts grew from 34.6% of SpaceX's Space segment revenue in Q1 2025 to 46.7% in Q1 2026, per its S-1 filing. Commercial launch services fell from 65.4% to 53.3% in the same period. Long-term government contracts, some lasting up to 14 years are becoming a larger and more stable portion of SpaceX's revenue base.

NEWS: SpaceX discloses in its S-1 filing that X advertising revenue is highest in Q4 and lowest in Q1 each year, driven by end-of-year advertiser spending cycles. Q1 2026 AI segment revenue of $818 million was generated during the weakest quarter for advertising. Q4 2026 will be the real test of the advertising business.

source: linkedin.com/posts/jasongie… event link: cleancitiesgeorgia.org/2026-clean-tra…

NEWS: Tesla's 2026 Production Semi will make its first East Coast debut at the Clean Transportation Expo in Atlanta on June 10-11, per Clean Cities Georgia and Tesla Semi team member Jason Gies. The event takes place at the Georgia International Convention Center. Tesla confirmed attendance and the Semi's specs include 500 mile range, 800 kW drive power, 1.2 MW charging and 1.7 kWh per mile efficiency.

NEWS: SpaceX and Cursor are working to create jointly-owned coding and knowledge work AI models trained on SpaceX's compute infrastructure, per its S-1 filing. This goes beyond a compute lease. SpaceX and Cursor are co-developing models together.

JUST IN: Elon Musk on Starlink's long-term scale after SpaceX's S-1 revealed Starlink V3 satellites will carry 1,024 Gbps downlink capacity, a 10.7x jump from V2's 96 Gbps. "There will also ultimately be >100k V3/V4/V5 satellites for Starlink broadband and direct to cellphone connectivity." "If growth continues, Starlink will one day carry the majority of Internet traffic. At that point, it is the Internet and everything else just connects to Starlink."

NEWS: SpaceX had 6.3 million total paid subscribers across X and Grok as of March 31, 2026, per its S-1 filing. 4.4 million are X Premium and Premium+ subscribers. 1.9 million are SuperGrok, SuperGrok Heavy and SuperGrok Lite subscribers. Note, as per our research: Based on public pricing of $8-$40/month for X Premium tiers and $10-$300/month for SuperGrok tiers, these 6.3 million subscribers represent an estimated $1.3B to $1.7B in annual subscription revenue, before advertising and API income.

NEWS: SpaceX's S-1 filing confirms X Money launched in beta in November 2025, offering payments and financial services within the X platform. X Chat also launched in November 2025 with end-to-end encryption and no connection to advertising. Both products are part of SpaceX's strategy to evolve X into an "Everything App" integrating information, communications, payments, banking and commerce.

Source: Tesla official pricing pages, May 23, 2026.

NEWS: Tesla has ended one-time FSD purchases in Europe, switching to a €99 per month subscription model. The previous upfront option cost €7,500 or £6,800 for lifetime access. That is gone. Tesla also eliminated the mid-tier Enhanced Autopilot package, which previously cost €3,800 as a one-time purchase. Basic Autopilot remains free on all vehicles. At €99 per month, it takes just over 6 years of continuous payments to reach the old upfront price. For drivers who change cars every few years, the subscription could cost less overall. Tesla also made the same switch in the US, replacing the $8,000 upfront option with a $99 monthly fee.

NEWS: Former Top Gear presenter James May has reviewed Tesla's Diner in Los Angeles alongside content creator Lucy Brown. The pair drove to the diner using FSD through LA traffic. May engaged the system but took over at one intersection. They ordered food from inside the car through Tesla's geofenced diner app, received delivery in Cybertruck-shaped boxes. May described the future-retro multi-story building, which houses early Optimus robot memorabilia among other Tesla artifacts. For context, Top Gear and Tesla have a famously rocky history dating back to a 2011 episode that ended in a lawsuit. May also published a video two months ago titled "12 things James May HATES about his Tesla Model 3." Watch it for yourself and decide.

@yatharthmann 🤣

Love this app

A Tesla Model 3 owner in the Philippines shared a detailed one-month ownership review on Reddit's r/CarsPH, offering a ground-level look at what Tesla ownership means for a practical daily driver in Southeast Asia. The owner commutes approximately 110 kilometers on Monday through Wednesday, mostly on expressways. He previously drove a 2014 Honda Accord V6 3.5L and was spending roughly ₱3,300 per week on fuel for that three-day driving pattern alone. After purchasing the Model 3 at ₱1.8 million from the BGC showroom, his additional electricity cost came to approximately ₱2,000 per month, aided by an existing home solar installation and a Level 2 home charger. He charges twice a week. Before choosing the Model 3, he test drove the Geely EX5 and GAC AION V. He described the EX5's suspension as disorienting and its interface as imitative of Tesla. He found the AION V more comfortable but ultimately chose the Model 3 for its technology advantage and pricing parity with the EX5. At 6'3" and 225 lbs, he found the Model 3's interior space comparable to the Accord, with enough rear legroom for an adult passenger behind his driving position. His summary after one month: satisfied with cost savings, impressed with technology and preconditioning features, comfortable with the space. His only criticism is that he misses the sound and feel of the V6 engine. Source: Reddit r/CarsPH, May 2026. (by Best_Piece7738)

REPORT: A recent article by AutoEvolution claims Tesla was "blindsided" and "caught off guard" by Lithuania's FSD approval. That is false. Here is the real story: Tesla spent over 18 months in formal testing and regulatory preparation before FSD was approved anywhere in Europe, per RDW and Tesla Europe documentation. ~1.6 million kilometers of test data across 17 EU countries ~4,500 closed-track tests ~13,000 customer ride-alongs ~400+ individual regulatory compliance requirements met Lithuania's Safety Administration approved FSD on May 18 and notified Tesla on May 20. Tesla deployed the software update the same day it was notified. Tesla was not waiting to be approved. Tesla was knocking on the door for years. Lithuania opened it. Tesla walked in the same day. A 48-hour notification lag from a regulator is not a failure of preparation. Tesla field testing team that tests FSD in every remote, icy and difficult road condition across a country before they launch. That is not being blindsided. That is called being prepared.