Muskonomy

11.6K posts

Muskonomy

@muskonomy

United States Katılım Temmuz 2023

1.2K Takip Edilen55.1K Takipçiler

Sabitlenmiş Tweet

Muskonomy@muskonomy·12h

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.

English

779

38.5K

Muskonomy@muskonomy·12h

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.

English

184

6.5K

Muskonomy@muskonomy·1h

@AJamesMcCarthy @4everwalkalone 🤔

QME

Andrew McCarthy@AJamesMcCarthy·2h

@4everwalkalone @muskonomy He blocked me for tagging the creators under uncredited posts. It was malicious content theft with the goal of monetizing the work of others.

English

195

Muskonomy@muskonomy·10h

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."

English

547

636

5.7K

404.2K

Muskonomy@muskonomy·1h

@xdNiBoR Thanks @xdNiBoR for pointing out and pulling the S-1 details. You’re right, the agreements are multi-year on paper (1-5 years), but customers can generally terminate with notice, so it’s not fully “contractually locked in.” Appreciate the precision. Good catch!

English

Robin@xdNiBoR·1h

That is a foolish statement to make, that example makes sense as there is a big decision to be made when you spend 750k, and there are no other competitors. So It makes total sense for them to not cancel. Starlink is really good. And even IF we agree that it is fair to say this, your statement is still incorrect. Nothing is locked in

English

Muskonomy@muskonomy·12h

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.

English

5.9K

Muskonomy@muskonomy·1h

Yes. But they also mentioned that businesses that generate more than $750,000 per year never cancel their Starlink subscriptions. To be clear, this isn't Starlink Mobile, but the Starlink satellite internet service. Based on that example, I believe these 30+ partners across six countries won't be canceling their contracts, unless they have something else ongoing or something else on their minds. Personally, for the last seven days, I didn't have Starlink while I was traveling. I was trying to use local carriers, so there was no Wi-Fi and the internet was terrible. Eventually, I had to order a Starlink Mini. Problem solved.

English

Robin@xdNiBoR·2h

@muskonomy 1 to 5 year agreements but:

English

239

Muskonomy@muskonomy·1h

@4everwalkalone @ZZCOOL RIP.

LastKnownSurvivor@4everwalkalone·5h

@ZZCOOL @muskonomy The blocking is sh!tty, I agree there.

English

875

Muskonomy@muskonomy·11h

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

YouTube

English

3.3K

Muskonomy@muskonomy·12h

English

779

38.5K

Muskonomy@muskonomy·12h

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.

English

2.5K

Muskonomy@muskonomy·13h

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.

English

2.1K

Muskonomy@muskonomy·15h

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.

English

2.6K

Muskonomy@muskonomy·16h

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

English

982

Muskonomy@muskonomy·16h

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.

English

137

3.6K

Muskonomy@muskonomy·1d

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.

English

396

10.9K

Muskonomy@muskonomy·1d

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."

Elon Musk@elonmusk

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.

English

259

10.2K

Muskonomy@muskonomy·1d

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.

Muskonomy@muskonomy

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.

English

8.5K

Muskonomy@muskonomy·1d

Muskonomy@muskonomy

JUST IN: X is launching XMoney Soon SpaceX's S-1 filing reveals X is preparing to launch a "Money Product" offering payment, banking and financial services, including enabling users to purchase goods, send money and access other financial tools. SpaceX says it has already obtained payments licenses in the United States and other jurisdictions in preparation for the launch.

English

140

17.1K

Muskonomy@muskonomy·1d

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

English

1.9K

Muskonomy@muskonomy·1d

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.

English

179

13.3K

Keşfet

@AJamesMcCarthy @4everwalkalone @xdNiBoR @ZZCOOL @elonmusk @BarackObama @taylorswift13 @cristiano