Musk Lifts Tesla Stake to 20% After SpaceX Listing, Clearing Path for Historic Merger
A June 2026 options exercise, a public SpaceX, and an xAI combination already done leave Tesla as the last piece of a roughly $4 trillion ecosystem deal.
Five Misread Bets Across Musk’s Empire Point to Software Margins, Humanoids, and Multiplanetary Infrastructure
From $99-a-month FSD on cars people already own to Gen 3 Optimus on the old Model S/X floor, the stack that matters is recurring intelligence - not the flashiest hardware headline.
Five Ideas That Misread the Entire Musk Empire
FSD subscriptions, Optimus, drones, one intelligence stack, and a Moon-and-Mars endgame reframe how Tesla, SpaceX, and the rest of the complex actually fit together.
SpaceX Debuts Public With 4% Float as Retail Gets Slivers and Starlink Storms Mainstream Ads
A thin tradable float, staggered lockup releases starting in August, and a sudden Starlink advertising blitz across the NBA Finals, UFC, and T-Mobile push notifications reframe SpaceX as a multi-revenue ecosystem the moment it hits the open market.
Starlink Crosses 10 Million Users as SpaceX Builds Toward Orbital AI Compute
SpaceX’s connectivity arm doubled its subscriber base to 10.3 million in a year while standing up a gigawatt-scale supercomputer and mapping a path to solar-powered AI data centers in space.