Farzad: SpaceX solar deal "Absolutely nuts numbers" + Dow nuclear "AMAZING."

SpaceX signed a major supply contract with Singulus for solar cell manufacturing, and Farzad quoted it with "Absolutely nuts numbers." Elon later put the order at 100 GW/year. That's Elon's figure. Also today: FCC spectrum, Southaven turbines, Tesla robotaxi registrations in Texas, a Dow nuclear approval Farzad called "AMAZING." and Gemini 4 Carbon.

"Absolutely nuts numbers"

SpaceX, Tuesday at 1:04pm CST:

We have signed a major supply contract with SINGULUS to create a durable option for advanced solar cell manufacturing to support more than 100 GW of equipment as we accelerate the production of our Starmind satellites in Bastrop, Texas

The post links a Singulus release, headlined "SINGULUS TECHNOLOGIES Announces Major Supply Contract with SpaceX for Advanced HJT Solar Cell Manufacturing Equipment." The full release says Singulus "signed a supply contract with SpaceX for a turnkey production line for the manufacture of heterojunction solar cells" and that "The first production line will be delivered in the first half of 2027." It quotes Mike Nicolls, SpaceX's Senior Vice President of Starlink, calling the deal "a high-performance manufacturing path for solar cells for our Starmind satellites at our production facility in Texas."

Farzad liked the SpaceX post and quoted it at 2:44pm CST:

Absolutely nuts numbers.

That's his whole post, and he doesn't say which numbers he means. It had 687 likes and 34,921 impressions at pull time.

Elon quoted the same SpaceX post at 5:47pm CST:

SpaceX has ordered 100 GW/year of HJT solar manufacturing equipment from Singulus in Germany.

This is for Starmind to create a sentient sun.

Farzad liked it and RTd it at 6:32pm CST. His "nuts numbers" quote went up about three hours before Elon's post, so he was reacting to SpaceX's wording. The two posts word it differently. SpaceX says the equipment will "support more than 100 GW" and gives no time unit. Elon says "100 GW/year." The Singulus release, datelined Kahl am Main, the German town where Singulus lists its headquarters, says production "will scale to support more than 100 GW of production equipment," also with no time unit. So "/year" comes only from Elon's post. The release also describes the signed contract as covering one turnkey line, with Singulus "planning to deliver multiple additional lines" under the partnership, so "ordered 100 GW/year" is Elon's framing, not the release's. "Sentient sun" is Elon's phrase, and he doesn't explain it. Elon's post had 34,730 likes and about 3.3 million impressions at pull time. The SpaceX post had 12,284 likes and about 2.87 million.

Check SpaceX here. Farzad here. Elon here. Farzad's RT here.

"Satellite-to-phone connectivity"

Sawyer Merritt, Tuesday at 2:04pm CST:

The FCC has just announced that it has accepted @SpaceX's application to buy 800 MHz spectrum wireless spectrum from Grain Management, a major step for Starlink Mobile becoming a major carrier in the U.S.

Sawyer's list says the deal covers "546 paired spectrum licenses covering approximately 100% of the U.S. population" and "Up to 14 MHz of spectrum across all 50 states, Washington, D.C., Puerto Rico, and the U.S. Virgin Islands." Sawyer writes that SpaceX plans to use it "to support satellite-to-phone connectivity" and that public comments are due December 1, with oppositions due December 8. Sawyer's last line reads, "The transaction still requires final FCC approval."

So by Sawyer's own account, the FCC has accepted the application but hasn't approved the deal. The FCC's Public Notice DA 26-1218, released November 10, backs that up. The Wireless Telecommunications Bureau says the applications to transfer control of Grain's 800 MHz licenses to Starlink Spectrum Holdings, LLC, "a wholly owned subsidiary of Space Exploration Technologies Corp.," have "been found, upon initial review, to be acceptable for filing." That opens the comment cycle in WT Docket No. 26-313. It isn't a grant, and the FCC "reserves the right to return the applications" if they turn out to be defective. The notice says a separate SpaceX request to use the same frequencies from space is still pending. "A major step for Starlink Mobile becoming a major carrier" is Sawyer's read. Sawyer's post has an image attached. Farzad liked the post and RTd it at 2:41pm CST. It had 6,153 likes and 154,110 impressions.

Check Sawyer here. Farzad's RT here.

"The vote wasn't close"

Matt Smith (nerdalert), Wednesday at 7:16am CST:

Mississippi's Permit Board just upheld SpaceX's Southaven turbine permit, allowing for ~1.2 GW from 41 permanent turbines.

Matt calls it "a fairly big deal in terms of de-risking a good chunk of the >10GW Elon said they will be bringing online by the end of 2027." The 10GW target is Matt's account of what Elon said, and Elon's original post isn't in this pull. Matt writes that after "a two-day evidentiary hearing, the vote wasn't close. Only one member voted no." Matt adds, "I've been very concerned about public backlash against data centers, so this was a very nice data point showing projects can still move forward." Matt also notes, "There is still some execution needed, but the first unit is slated to start Dec 27." The post ends with the cashtag $SPCX.

The Dec 27 date comes only from Matt. The permit holder isn't SpaceX by name. The Mississippi Department of Environmental Quality's Permit Board page lists the November 9 and 10 evidentiary hearing as covering the "MZX Tech, LLC Prevention of Significant Deterioration Permit to Construct Air Emissions Equipment (Air Ref. No. 0680-00119)" at 2875 Stanton Rd. in Southaven. MDEQ's January technical review of MZX Tech's application lists 41 turbines with "a continuous generating capacity of approximately 1.2 GW," which matches Matt's numbers. DeSoto County News reports the board voted Tuesday to keep the permit, with Agriculture and Commerce Commissioner Andy Gipson the only no vote, and calls MZX Tech "a SpaceXAI affiliate." Farzad liked the post and RTd it at 7:33am CST. It had 158 likes and 5,593 impressions.

Check Matt here. Farzad's RT here.

"Tesla: 1,302"

Sawyer Merritt, Tuesday at 5:17pm CST:

Tesla has just officially surpassed Waymo in the total number of robotaxis registered to date in Texas for the first time.

• Tesla: 1,302
• Waymo: 1,297

Tesla just added another 20 Model Ys.

That's Sawyer's count, with an image attached. Sawyer's text doesn't name a data source. A running total of registrations also doesn't tell you how many cars are in service. The gap is five. Farzad liked it and RTd it at 5:44pm CST. It had 6,839 likes and 161,327 impressions.

Kalshi, Wednesday at 5:00am CST:

JUST IN: Finland approves Tesla FSD system

That's the whole post, and it doesn't say what was approved. Finland's transport agency Traficom says that on November 10 it "recognised the provisional type-approval granted by the Dutch authority, allowing Tesla's Assisted Driving system to be used as a driver assistance system in Finland." Traficom says the system was previously called FSD (Supervised), that the driver "remains fully responsible for driving," and that EU-wide approval still needs a vote of the European Commission's Technical Committee on Motor Vehicles. Farzad liked it and RTd it at 7:34am CST. It had 891 likes and 27,532 impressions.

Check Sawyer here. Farzad's RT here. Kalshi here. Farzad's RT here.

"Worth a conversation?"

UP (UnpluggedTesla), Tuesday at 3:01pm CST:

An open offer to Tesla: We fully support putting Cybercab first, and we'd be glad to take the Cybertruck line off your hands.

UP says it would "fund it with a consortium of investors and run it at no cost to Tesla's floor space, headcount, or focus." It adds, "All of that goes to Cybercab," and "Cybercab gets first call on battery cells too. We'll wait our turn." The post says Tesla gains "incremental profit: a license fee, plus FSD and Robotaxi network revenues on every vehicle built." UP would build "the Cybertruck, a three-row CyberSUV, and an unmanned CyberCargo hauler," for "More autonomous miles, across every surface of this planet and beyond." It closes with "Worth a conversation?"

That's UP's pitch. It doesn't name the investors or say how big the license fee would be, and this pull has no response from Tesla. Farzad liked it and RTd it at 4:15pm CST without comment, so we don't have his view of the offer. It had 11,489 likes, 1,059 replies and about 727,000 impressions.

Check UP here. Farzad's RT here.

"AMAZING."

Polymarket, Tuesday at 1:35pm CST:

JUST IN: U.S. regulators approve construction of 4 advanced nuclear reactors at a Dow chemical plant in Texas, marking the first such approval for an American industrial site.

Farzad liked it and quoted it at 4:55pm CST:

AMAZING.

That's his whole reaction. The regulator is the U.S. Nuclear Regulatory Commission, and the action is a construction permit. The NRC says it issued the permit on November 9 for the Long Mott Generating Station in Calhoun County, Texas, clearing Long Mott Energy to build a facility with four X-energy Xe-100 reactors at the Dow Seadrift Operations site. X-energy says Long Mott Energy is a wholly owned Dow subsidiary. The NRC says the permit "does not authorize operation," and a separate operating license is needed before loading fuel. X-energy and Dow call it "the first advanced nuclear facility approved for an industrial site in the United States," which lines up with Polymarket's "first such approval." Dow hasn't made a final investment decision, and X-energy says Dow is expected to consider a preliminary one in 2027. Farzad's quote had 614 likes, 16 replies and 14,761 impressions. Polymarket's post had 7,879 likes and 193,823 impressions.

Check Polymarket here. Farzad here.

"Top model on CursorBench at 60.4%"

Google AI Studio (GoogleAIStudio), Tuesday at 10:11am CST:

Gemini 4 Carbon is here

it's our strongest model with frontier performance in cybersecurity capabilities and long-horizon agentic workflows across complex knowledge work, software engineering, and scientific reasoning

The post says Gemini 4 Carbon is "live via the Gemini API and AI Studio for paid API and Google AI Ultra subscribers." "Strongest" and "frontier" are Google's words. The text gives no benchmark scores, and a video is attached. Farzad liked it and RTd it at 11:23am CST. It had 2,542 likes.

Cursor (cursor_ai), 10:35am CST, which Farzad liked:

Gemini 4 Carbon is now available in Cursor!

At high effort, it's the top model on CursorBench at 60.4%

That's Cursor's number. The text doesn't name the second-place model or say how CursorBench is scored, though an image is attached. It had 4,742 likes and about 539,000 impressions.

martin_casado quoted Cursor at 10:52am CST: "Wow! Well done Google! Back swinging! These are incredible results." The post adds, "Gonna play around with it today," so the praise is for Cursor's posted result, before any hands-on use. Farzad liked it.

Check Google AI Studio here. Farzad's RT here. Cursor here. martin_casado here.

"Completely back for me"

Yesterday's Digest led with Grok Bot's recovery, so this section is short. Yoda (teslayoda), Tuesday at 10:40am CST: "Grok Bot has much improved since the team meeting." The post doesn't say which meeting. Farzad liked it and RTd it at 11:29am CST.

Mike P (mikepat711), 12:22pm CST, which Farzad liked:

Grok Bot is completely back for me. Brain, usage. Everything. Magic restored.

These are both user reports, and neither says what changed.

Riley Brown (rileybrown), 10:03pm CST, which Farzad liked: "Oh my god fable 5.2 is the breakthrough." Riley writes, "I've been waiting to make my agentic video editing series for a while... It's time," and that "my first instinct is i need to hire 5 editors to use these tools to scale content." Riley adds, "That's how much leverage these tools will give creative teams," and promises "many videos over the coming weeks covering where specifically the leverage will come from." That's Riley's opinion, and the post includes no examples.

Sawyer Merritt, 10:23pm CST, which Farzad liked:

Grok Bot can now send text messages for you over iMessage. Grok Bot can also search and pull up older messages.

Sawyer says you can give it "a list of approved contacts, allowing it to send messages to those people without asking for your permission each time." That's Sawyer's description, with a video attached. No @bot post in this pull announces it. It had 1,366 likes and 110,410 impressions.

Check Yoda here. Farzad's RT here. Mike P here. Riley Brown here. Sawyer here.

Boring, Masa and new videos

The Boring Company (boringcompany), Tuesday at 4:46pm CST: "29 days from completion of tunneling in Bastrop to initiation of tunneling in San Antonio." It came with a video and doesn't give tunnel lengths. Farzad liked it and RTd it at 6:20pm CST. It had 5,611 likes.

Elon, in a reply Wednesday at 2:49am CST, which Farzad liked:

I remember that time when Masa, instead of putting $12B into Tesla for a 1/4 of the company to help me take Tesla private, instead invested the money in WeWork.

That was dumb.

That's Elon's memory of it. He gives no date, and this pull has nothing from Masa's side. It had 20,979 likes and about 874,000 impressions.

Farzad posted "Why Labor Is Turning Into a Utility" Wednesday at 6:09am CST. A second later he replied "Made with my Grok Bot Solo:" with a link to the bot. The link preview calls Solo a "Long-form video maker by Farzad" and describes it as "One bot that takes a YouTube long-form topic from research to a finished video link for review, with no helper bots." The video had 52 likes and 28 bookmarks at pull time.

He also posted "Why Google Shook Its AI Chips Before Sending Them to Space" (Tuesday 9:10am CST), "Why AI Satellites Chase the Sunset Forever" (12:08pm), "Why AI Memory Needs 3x the Silicon of Your Laptop's RAM" (3:04pm), "Why AI Data Centers Are Buying Jet Engines to Skip a 6-Year Wait" (6:01pm), "Why Google's Space AI Only Gets 15 to 20 Minutes to Think" (Wednesday 3:08am CST) and "Why Google Fired a Proton Beam at Its AI Chips" (6:06am). The jet engines video got 207 likes, the most of the seven. This Digest covers the titles only. It doesn't check what the videos claim or quote their narration as Farzad's words.

Check The Boring Company here. Farzad's RT here. Elon here. Check Why Labor Is Turning Into a Utility here. The Solo reply here. Check Why AI Data Centers Are Buying Jet Engines to Skip a 6-Year Wait here. Check Why Google Shook Its AI Chips Before Sending Them to Space here. Check Why AI Satellites Chase the Sunset Forever here. Check Why AI Memory Needs 3x the Silicon of Your Laptop's RAM here. Check Why Google's Space AI Only Gets 15 to 20 Minutes to Think here. Check Why Google Fired a Proton Beam at Its AI Chips here.