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  • Starship Version 3: The Rocket That Has to Work for a Living

    Starship Version 3: The Rocket That Has to Work for a Living
    May 14 2026
    SpaceX targets May 19 for the debut of Starship Version 3, carrying three times the payload of its predecessor. We break down what changed, why it took seven months, and what a two trillion dollar IPO is betting on.
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    6 Min.
  • Terafab Returns: From $25 Billion Dream to $119 Billion Filing

    Terafab Returns: From $25 Billion Dream to $119 Billion Filing
    May 12 2026
    SpaceX just filed paperwork for a $55 billion chip factory in rural Texas, with a full buildout that could reach $119 billion. That's more than the entire CHIPS Act. We break down what the filing says, why the price quintupled from the original announcement, and what it means for Terafab's chances of actually getting built.
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    6 Min.
  • The Compute Landlord: SpaceXAI Rents Its Supercomputer to a Rival

    The Compute Landlord: SpaceXAI Rents Its Supercomputer to a Rival
    May 8 2026
    SpaceXAI just gave Anthropic access to its Colossus supercomputer — 220,000 GPUs and 300 megawatts of compute. Anthropic immediately doubled Claude Code limits. We break down why Musk is renting compute to a rival, what it means for the SpaceX IPO, and the buried line about orbital AI data centers that nobody's talking about.
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    7 Min.
  • The One-Company Thesis: Tesla and SpaceX Are Already Merging

    The One-Company Thesis: Tesla and SpaceX Are Already Merging
    May 6 2026
    Tesla made $573 million selling products to SpaceX and xAI last year. We follow the money trail, shared factories, and converted stock to show why the Tesla-SpaceX merger isn't a future event — it's already underway.
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    6 Min.
  • The $60 Billion Confession: What SpaceX Just Told You About Grok

    The $60 Billion Confession: What SpaceX Just Told You About Grok
    May 4 2026
    SpaceX just secured a $60 billion option to buy AI coding startup Cursor. We break down the deal structure, why xAI couldn't build this in-house, and what the price tag reveals about the state of Grok.
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    6 Min.
  • The Honorable Discharge: Tesla Retires the Model S and Model X

    The Honorable Discharge: Tesla Retires the Model S and Model X
    May 2 2026
    In June 2012, the first Tesla Model S rolled off the line at Fremont. Fourteen years later, the last one has too. We break down why Tesla is retiring the cars that built its reputation, what's replacing them on the factory floor, and what it tells us about the company Tesla is becoming.
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    6 Min.
  • Starlink: The $11 Billion Business Hiding Inside SpaceX

    Starlink: The $11 Billion Business Hiding Inside SpaceX
    May 1 2026
    SpaceX's S-1 filing reveals Starlink generated $11.4 billion in revenue last year, making it the financial engine behind everything Elon Musk builds in space. But one uncomfortable number shows where all that money is going.
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    6 Min.
  • Tesla Semi: The 15-Cent Mile

    Tesla Semi: The 15-Cent Mile
    May 1 2026
    It costs fifteen cents to move a fully loaded Tesla Semi one mile. A diesel truck? About fifty cents. We break down the math behind the Semi's cost advantage, real-world fleet data, and what it means for the trucking industry.
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    6 Min.