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Farzad
Home
About
Newsletter
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69420
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Home
About
Newsletter
Videos
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69420
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Optimus Line Starts Extremely Slow as Tesla Builds Modular Fremont System
Musk & Strategy Musk Industries Daily 7/2/26 Musk & Strategy Musk Industries Daily 7/2/26

Optimus Line Starts Extremely Slow as Tesla Builds Modular Fremont System

Musk calling Optimus production “extremely slow” reveals Tesla is treating its humanoid robot as a manufacturing-scale problem, while insurance filings, driver-identity gating, and SpaceX’s 1,000th Merlin engine all point to the same edge: repeatable operations.

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Starship Slashes SpaceX's Space-Internet Cost 95% to 30 Cents
Musk & Strategy Farzad Mesbahi 7/1/26 Musk & Strategy Farzad Mesbahi 7/1/26

Starship Slashes SpaceX's Space-Internet Cost 95% to 30 Cents

SpaceX’s record $1.77 trillion IPO looks insane on paper — until you see the one cost number that fell 95% and quietly justifies the whole valuation.

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SpaceX Plans a Fuel-Free Magnetic Catapult to Launch Cargo Off the Moon
Musk & Strategy Farzad Exclusive 7/1/26 Musk & Strategy Farzad Exclusive 7/1/26

SpaceX Plans a Fuel-Free Magnetic Catapult to Launch Cargo Off the Moon

Why SpaceX quietly put a fuel-free lunar catapult in its roadmap — a 50-year-old idea whose physics makes the Moon the cheapest place in the solar system to move mass, and the brutal industrial base standing in the way.

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SpaceX Vows $1 Trillion in Revenue by 2031 on AI Bet
Musk & Strategy Farzad Mesbahi 6/26/26 Musk & Strategy Farzad Mesbahi 6/26/26

SpaceX Vows $1 Trillion in Revenue by 2031 on AI Bet

Why SpaceX’s $1 trillion revenue target is really an AI infrastructure bet — the rockets lose money, Starlink pays the bills, and the whole thesis rests on compute in orbit.

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Tesla Runs Your Brain on $20 of Electricity a Year
Musk & Strategy Farzad Mesbahi 6/3/26 Musk & Strategy Farzad Mesbahi 6/3/26

Tesla Runs Your Brain on $20 of Electricity a Year

Why the $20 cost of running a human brain versus its $65,000 of labor value is the arbitrage reframing AI as an energy business — and why SpaceX’s orbital data centers may be its most unpriceable bet.

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