Elon Musk

Musk responded furiously on X to Kara Swisher's prediction that Democrats would investigate him, implying she wants to go to prison.

"Live by the sword, die by the sword," he posted on X. "Sounds like Swisher really wants to go to prison."

Musk said Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027 to free capacity for more Cybercab production.

Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production,

Musk quipped that space-based data centers look appealing after the midterms, amid worries about a regulatory slowdown on data center construction.

"Data centers in space looking pretty appealing right now," he added in another post.

Musk quipped on X that space-based data centers look appealing after the midterm backlash against terrestrial data centers.

"Data centers in space looking pretty appealing right now," Musk wrote on X on Wednesday.

Musk posted on X that space-based data centers look appealing after Texas election results raised the prospect of data center restrictions.

“Data centers in space looking pretty appealing right now,” Musk wrote, referencing his ultimate ambitions.

Musk suggested on X that space-based data centers look attractive after Texas Democrats won and pledged to freeze data center approvals.

"Data centers in space looking pretty appealing right now," Musk wrote on X after the results.

After the Democratic midterm sweep, Musk quipped on X that space-based data centers look appealing, hinting at escaping state-level AI data center restrictions.

Data centers in space looking pretty appealing right now.

Musk warns that the neocloud and AI sector faces a shakeout, with small players dying off and consolidating.

“Guppy-level death and consolidation.”

Musk warns that a Democratic clean sweep in 2028 could lead to statehood for DC and Puerto Rico and open borders with legalization, entrenching one-party control.

My biggest concern is that if there is a clean sweep by Democrats of the House, Senate and Presidency in 2028, they will: 1. Make DC and Puerto Rico states to gain a strong majority in the Senate. 2. Open the borders and legalize everyone living in America illegally to cement…

Elon Musk says saving money for the distant future is pointless because superintelligence will bring abundance.

Saving money for the distant future is pointless with the advent of super intelligent abundance

Musk pledged that Grok Imagine would produce a full-length Odyssey adaptation that is historically accurate and faithful to Homer.

that is historically accurate and true to the art of Homer.

Musk showcased the AI-generated 'Odyssey' episode made with Grok Imagine and offered a full breakdown of the production, signaling pride in the technology.

Let us know in the comments if you'd like a full breakdown of how it was done!

Elon Musk said the planned 100m-sq-ft Texas TeraFab will be 50 times the size of the Pentagon.

SpaceX to invest $16.8bn in Texas TeraFab as Elon Musk says 100m-sq-ft fab will be “50 times the size of the Pentagon”

Musk argued that humanoid robots' memory demand will eventually exceed all other uses, with superintelligence needing even more, potentially computed in deep space.

He argued that robots' memory requirements would outstrip all other applications because they operate in the physical world. He added that the needs of superintelligence would be far greater still, and suggested almost all such computing could eventually take place in deep space.

Musk predicts robots will drive more memory demand than everything else on Earth, with superintelligence needs far larger still but almost entirely served by deep space compute.

Musk said that robot RAM needs “will exceed everything else on Earth” because robots must be on physical substrates to shape atoms. Superintelligence needs will “vastly exceed that,” he added, but about “100% of SI (super intelligence) will be deep space compute.”

Musk warned that Ukraine is heavily dependent on Starlink and its frontline defenses would collapse if it were switched off.

He warned that Ukraine remained heavily dependent on the satellite network, claiming its frontline defenses would collapse if the service were switched off.

Musk warned that debt markets have almost entirely shut off access to money for companies without substantial revenue beyond AI data centers, predicting death and consolidation among neoclouds.

almost entirely shut off access to money

Musk says debt markets have nearly shut off funding to companies lacking substantial revenue outside AI data centers.

debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.

Musk predicts a lot of stranded compute in partially completed data centers.

I think we’re going to see a lot of stranded compute in partially complete data centers.

Musk says debt markets have nearly shut off financing to companies lacking substantial revenue independent of AI data centers.

As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn't have substantial revenue independent of AI data centers.

Musk predicts the 200+ neocloud companies will face heavy die-offs and consolidation, with only a few surviving.

That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.

Musk says SpaceX secured $40B in GPU debt thanks to its investment-grade status and Starlink and launch revenue.

SpaceX closed $40B of debt for GPUs, but we're investment grade and have Starlink & launch revenue

Musk accused Ukraine's military of violating Starlink's terms of service by using commercial terminals for offensive drone strikes.

Ukraine's military violated Starlink terms of service and used it for offensive drone strikes to kill people

Musk distinguished Starshield from commercial Starlink, saying the US government controls Starshield and decides how it is used.

Starshield, a different system, is controlled by the US government. What they decide to do is up to them

Musk said SI plans to have the most powerful training cluster online by Q2, and that Colossus II will predominantly use Nvidia's Vera Rubin infrastructure.

to have the most powerful training cluster online

Musk said Grok is growing faster than anything he has seen and expects Grok Bot to be the main user of extra compute.

I've never seen anything grow this fast

Elon Musk says that without building the Terafab his companies won't have enough chips, so he is committed to building it.

We either build the Terafab or we don’t have the chips. And we need the chips, so we’re going to build the Terafab.

Musk said some humanoid robots look impressive but don't use advanced AI or SI.

Some of them look very impressive, but they're not really using any kind of advanced AI or SI.

Musk says cellular veterans misjudge Starlink's mobile plan because SpaceX is building entirely new pieces that change the strategic landscape.

We definitely need to explain this in detail. Veterans of the cellular industry look at the chess board of existing pieces and don't see a solution. They don't understand that SpaceX is developing entirely new pieces that fundamentally alter the strategic landscape,

Musk said Optimus still needs work on design, AI, reliability and supply chain, with industrial tasks likely first and household work later.

Musk said the robot's design, AI, reliability and supply chain still needed work. He identified industrial tasks as a likely first use and household work as a longer-term possibility.

Musk said Terafab aims for high-volume chip production in Q3-Q4 2028, a timeline he called extremely ambitious, and spoke of accelerated equipment deliveries.

Terafab is targeting high-volume chip production in the third to fourth quarter of 2028 — a timeline Musk himself called extremely ambitious.

Musk warned in an X post that Democrat-led investigations into his businesses would invite retaliation, saying those who fight him will face consequences.

Live by the sword, die by the sword.

Musk warned that he would identify and pursue those truly behind efforts to investigate him, not just their proxies.

Those who pick fights with me should understand that I will find out who is really pulling the strings and come for them, not just their puppets …

Musk claims the military Starlink in Ukraine is owned and run by the U.S. government, which decides any speed or usage limits.

Musk has claimed that the military version of Starlink being used in the region is solely owned and operated by the U.S. government, and that any "limits on speed or usage" are decided by the military "and ultimately POTUS,"

Musk said on X that any curbs on Ukraine's Starshield/Starlink speeds were decided by the Pentagon and the White House, not by him.

Mr Musk said earlier on X that any curbs were decided by the Pentagon and the White House

Musk says FSD is the biggest demand driver for Tesla vehicles and that no purchasable car has a competing system.

The biggest driver for demand is full self-driving. And today, there's really no competitor for FSD in any car that you can buy.

Musk cautions that Optimus will take at least a year to reach 20,000 units per week because the design is still changing.

I would expect that it takes us probably at least a year, maybe a little longer to get to that annualized rate to get to 20,000 units a week. So this is just fundamentally because there's still parts of the design that are changing.

Musk remains convinced Optimus and humanoid robots will be the biggest product on Earth.

I remain convinced that Optimus will be the biggest product on Earth and humanoid robots in general will be the biggest product on Earth.

Musk calls Terafab potentially the world's most valuable building and a key asset for addressing semiconductor bottlenecks to scale Optimus.

the Terafab, I think, will be the most valuable building in the world and will probably have an economic value that will place it in the top 20 of countries. So it's an epic project. And this will be an incredibly important asset, if not a necessary asset in order to scale, especially Optimus as we can address bottlenecks in semiconductors, whether it's memory, packaging, logic or whatever the case may be.

Musk says Terafab will need tens of billions in capital through early 2028 and likely over $100 billion long term.

it's going to be some pretty significant capital. It's certainly in the tens of billions for Terafab. Although we've got to figure out like what the sort of relative split is between SpaceX and Tesla in terms of who pays for what at Terafab. But it's not going to be less than tens of billions in capital equipment up through early 2028. And then it will be -- it will probably be north of $100 billion long term.

Musk predicts Tesla will end up handling the majority of passenger miles wherever it can operate freely, barring government obstruction.

I think Tesla will end up doing a majority of all passenger miles on Earth in any country where it is allowed to operate freely. And you can come back and look at this prediction, but I feel confident about this prediction.

Musk says the robot hand is the main remaining hardware challenge for Optimus because it must be durable yet delicate.

it's mostly the hand and just kind of the fine-tuning of the hand design and the fingers, especially just -- it's a hard problem because humans have self-repair, like our hands repair -- our body repairs itself, but robots don't.

Musk argues humanoid robot usefulness is the product of hardware dexterity, AI software and AI chips, all improving exponentially, with robots building robots.

humanoid robots, biggest product on Earth and its usefulness will be -- it's a rough approximation multiple of the electromechanical dexterity, the AI software and the AI chip hardware. And all 3 of those things are improving exponentially. I think we used that word a lot, but -- and the value is roughly those 3 things multiplied by each other. And then the Optimus robots will build the future Optimus robots.

Musk predicts humanoid robots will eventually outnumber humans on Earth.

I think at some point, there will be more humanoid robots on Earth than there are humans.

Musk says AI5 will be integrated into Optimus around April 2027, delivering an order-of-magnitude compute gain over AI4.

to integrate our -- the Tesla AI5 chip into Optimus, which if things go according to plan, will be in approximately April of next year. And that's a giant improvement in capability with an order of magnitude more sort of more operations per second. Like it's an order of magnitude more compute, AI5 versus AI4.

Musk expects Robotaxi to become noticeable to financials in Q2 2027 and a big deal by Q3 or Q4.

I think it starts to become noticeable probably in Q2 and then probably a big deal by Q3 or Q4 of next year.

Musk expects Optimus issues to be solved around end of 2027, when external deliveries begin.

I would expect that the AI, the electromechanical design and the reliability and duration -- usage duration, like the usage life of the robot, I expect -- I do expect these issues to be solved around the end of next year. So that's the time to expect when we're delivering Optimus to companies outside of Tesla.

Musk says Tesla vehicle demand far exceeds production, driven mainly by FSD, which he claims has no real competitor.

Demand is growing rapidly for our vehicles. It's exceeding our production by a significant margin. The biggest driver for demand is full self-driving, and today there's really no competitor for FSD in any car that you can buy.

Musk claims no company can match Tesla's autonomous vehicle scale and says autonomous miles are growing extremely fast week over week.

I don't think there's any company in the world that can match our scale with autonomous vehicles. It really is an extremely fast week-over-week growth in autonomous miles.

Musk says most Cybercabs will stay in Tesla's fleet and be offered as transport as a service rather than sold to individuals.

Cybercab is primarily going to be something that is offered as, like, transport as a service.