Starlink Just Lit Up the First Southwest Flight Gate to Gate

Starlink said the first Southwest flight with Starlink has taken off, connecting passengers and crew with reliable high-speed Wi-Fi from gate to gate. Twenty million views on a single flight, and gate-to-gate Starlink on a major US carrier is how every plane on Earth gets the same pipe within a decade.

Check the post here.

Elon said Grok 4.5, based on their 1.5T V9 foundation model with Cursor data added in supplemental training, is now in private beta at SpaceX and Tesla, and early evals show performance close to, perhaps exceeding, Opus, with RL still improving it. A Grok trained on Cursor, running inside SpaceX and Tesla, is how the next ten years of engineering labor get a house model that already lives in the factories.

Check the post here.

SpaceX confirmed deployment of Starfall. A confirmed deployment means hardware left the building, and that shipping cadence is how SpaceX owns the next twenty years of orbit.

Check the post here.

I asked: if every Cybercab is meant to be a Robotaxi, why aren't they all coming out with decals from the factory? Factory-clean Cybercabs are consumer cars, and for the next five to ten years that is the volume Tesla can actually sell.

Check the post here.

I said SpaceX asked the credit markets for $25 billion and they offered $89 billion - a 4x oversubscribe. Bond desks do not 4x a rocket company unless they have started pricing it as something it has never called itself, and that re-rating funds the next decade of buildout.

Check the post here.

I asked what is keeping Tesla from building a box they can plop outside your house with 4 Powerwalls, an ultra-efficient HVAC, and a bunch of AI5 inference chips that will power, cool, heat, do your local computing, and sell tokens and electricity back to the grid when it is idle. That box is a home power plant plus a home inference plant, and over the next ten years it turns every driveway into a node on Tesla's grid.

Check the post here.

I said Tesla just built the largest distributed power plant in US history - 16 gigawatts, pulled straight out of homes that already exist - and the market is still pricing this like a hardware company. Sixteen gigawatts of residential power is a utility, and over the next ten years that fleet gets paid like one.

Check the post here.

I said data center companies should pay the water and electricity bills for residents in the zip codes that approve them - it immediately becomes a non-issue and creates a massive incentive. That deal is how the next twenty years of compute get built in America instead of dying in county meetings.

Check the post here.