Posts

Taylor Sargent
@TaylorCSargent · Nov 1, 2026
Shaun has a PhD in Physics with a focus on quantum gravity from Caltech. I feel reasonably confident his math skills and capacity to understand an aerospace business are better than all of the finance people critiquing his model.
Shaun Maguire@shaunmmaguire· Oct 30, 2026Over the last week I built a bottoms up SpaceX financial model through the end of 2028
The numbers that came out are insane
There are wide error bars given how quickly things are changing but I wanted to distill something complicated into something that can at least be debated

Elon Musk
@elonmusk · Nov 1, 2026
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Doge Norway
@DogecoinNorway · Nov 1, 2026
Any chance for a Grok Bot reset, @elonmusk? Lots of people say their usage ran out really fast this week.
Doge Norway@DogecoinNorway· Nov 1, 2026Fuck me, my Grok Bot usage is 100% and it’s 4 days till reset. WTF happened? Normally I don’t even reach 100%.
Elon Musk
@elonmusk · Nov 1, 2026
The cost of serving Grok Bot was unsustainably high relative to revenue
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Elon Musk
@elonmusk · Nov 1, 2026
The other supercompute projects are unable to reach their goals, but SpaceX is already achieving ours
Rothmus 🏴@Rothmus· Nov 1, 2026SpaceXAI’s Colossus 2 in Memphis is the world’s most powerful AI data center.
Roughly 1.11 million H100 equivalents, ahead of OpenAI’s Stargate and the big tech campuses.
By mid 2027, Colossus is expected to widen the gap with more Blackwell clusters coming online.

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Elon Musk
@elonmusk · Nov 1, 2026
This is what they stole from us

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Elon Musk
@elonmusk · Nov 1, 2026
Yes
Napoleon Bonaparte@Napoleon__Bon· Nov 1, 2026Elon Musk on his grandfather in World War 2:
"My grandfather was in World War II for almost six years. All his friends got killed.
He's the only one of his friends to survive. And he was severely traumatized.
He really just couldn't even talk afterwards.
Most of that time was
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Elon Musk
@elonmusk · Nov 1, 2026
It is
Déborah@dvorahfr· Nov 1, 2026The more I read the news, the more I think that becoming multiplanetary is a necessity.
I hope we will have enough time to prepare for life on the Moon and, subsequently, on Mars.
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X Freeze
@XFreeze · Nov 1, 2026
The scale of SpaceX’s lead in global launch is absolutely insane
In 2025 alone, SpaceX delivered approximately 2,330 TONNES of payload to orbit, primarily using its Falcon 9 rockets
The rest of the world COMBINED delivered just 547 tonnes
That's 4.3 TIMES more payload than every other launch provider on Earth combined
We're talking about the scale without Starship here

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bill lee
@billlee · Nov 1, 2026
retardatide ftw.
Elon Musk@elonmusk· Nov 1, 2026I have this great idea for a drug called Regretamine. One dose and all your regrets are gone!
Including, obviously, having taken Regretamine in the first place.
Elon Musk
@elonmusk · Nov 1, 2026
🔥
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Gad Saad
@GadSaad · Nov 1, 2026
But all of my progressive academic colleagues assured us that X would fail because Elon is mean, no?
DogeDesigner@cb_doge· Nov 1, 2026BREAKING: 𝕏 beats Instagram, Reddit, Facebook and TikTok in average website visit duration, according to Similarweb’s September 2026 data.
𝕏 is winning. People stay longer where the conversation matters.
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Elon Musk
@elonmusk · Nov 1, 2026
Grok @Bot will research gifts that your friends and family would love and buy them
Justine Moore@venturetwins· Oct 31, 2026Last week, I told my Grok @bot to surprise me with a gift.
I said it could use up to $100 from my X Money account, and asked it to consider my tweets + our conversations to pick a good present.
Look what arrived today! Even included a Halloween surprise 🎃

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Chamath Palihapitiya
@chamath · Nov 1, 2026
He who shapes power, data centers, chips and models into an economically feasible endpoint, disproportionately shapes AI/SI right now.
Why?
Power is THE binding constraint in AI/SI. Few really have it.
Data centers don’t work without power. This is not about promises of
Elon Musk@elonmusk· Oct 31, 2026@XFreeze There will be a total of around 1.2M Blackwells at Colossus 2 by end of year
Elon Musk
@elonmusk · Nov 1, 2026
Interesting
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Chamath Palihapitiya
@chamath · Nov 1, 2026
He who shapes power, data centers, chips and models into an economically feasible endpoint, disproportionately shapes AI/SI right now.
Why?
Power is THE binding constraint in AI/SI. Few really have it.
Data centers don’t work without power. This is not about promises of power tomorrow. Or forecasted power in 2028. Power TODAY.
Chips can’t operate profitably unless installed in a functional data center. If you can install chips, it’s because you’ve solved the power problem.
Models aren’t economically viable unless run on cost effective infrastructure which requires a functional data center with low input costs and reliable management. This can’t happen without power.
AI/SI ROI doesn’t pencil unless models generate profitable outputs which necessarily needs functional data centers as the critical input. Again, power.
Ergo, he who can shape data centers, chips and models together into a tightly coordinated stack is someone who has solved power.
Solving power allows you to disproportionately shape AI/SI right now.
Elon Musk@elonmusk· Oct 31, 2026@XFreeze There will be a total of around 1.2M Blackwells at Colossus 2 by end of year
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Gail Alfar
@gailalfaratx · Nov 1, 2026
I don’t know who needs to hear this, but if people have told you you’d regret something…
“someday you’re gonna be sorry”
…I’m here to say it usually turns out okay!
I got that a lot when I was younger. Looking back on the things I was supposed to regret? I really don’t.
Life

Elon Musk
@elonmusk · Nov 1, 2026
Don’t worry, you won’t regret it
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just_a_dad
@dad_4_ever · Nov 1, 2026
Reposting the best I found today

Elon Musk
@elonmusk · Nov 1, 2026
😂
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Retard Finder
@IfindRetards · Nov 1, 2026
Sam Altman says it's "quite terrible" that people have ram. He is a retard.
Elon Musk
@elonmusk · Nov 1, 2026
Seriously
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@jason
@Jason · Nov 1, 2026
AnakinCore keeps hitting
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Elon Musk
@elonmusk · Nov 1, 2026
The people deserve to have their RAM too!

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Spencer Pratt
@spencerpratt · Nov 1, 2026
Whoa whoa whoa, hold on a second.
Is...is Saturday Night Live becoming...funny again?
Saturday Night Live@nbcsnl· Nov 1, 2026New Airline Class
Elon Musk
@elonmusk · Nov 1, 2026
SNL does seem to be trending in the right direction
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Brivael Le Pogam
@brivael · Nov 1, 2026
Having spent a long time watching Elon Musk, and having talked with him, I believe I understand what he understood before almost anyone else. And it's something every one of us needs to understand now.
Western civilization is not one civilization among many. It is the one that gave the world freedom of thought, modern science and the dignity of the individual. And it is under attack. Not by peoples, but by ideologies that want it dead.
If it dies, the world will not become more just. It will become poorer, more brutal and darker. For everyone, including those who hate it.
Why? Because civilizations are not interchangeable. We were told that any culture could be blended with any other, like mixing colors, and that the result would always be harmonious. It isn't true. A society where women are equal to men cannot coexist without friction with a worldview in which a woman's testimony is worth half a man's. A society where you can criticize God, change your religion or have none cannot absorb, without fracturing, a worldview in which apostasy is paid for with your life.
Every people has its own genius and moves at its own pace. But not all values are equal, and you cannot build a nation on laws that contradict each other. Saying so is not racist. Racism is about blood. I am talking about laws, customs and values. And those values belong to no race: a Japanese, a Senegalese or an Iranian can make them his own, and millions have. That is exactly why they are worth defending.
Let's remember where they come from.
It all begins in Greece. In Athens, for the first time, men decide that truth does not descend from a throne but is sought through reason, and that a city governs itself through debate. Socrates chooses death rather than give up thinking freely. At Salamis, a handful of free cities stops the greatest empire in the world.
Then comes Rome. Rome invents law that binds everyone, the citizen who holds rights, the Republic. And one immense idea: you can become Roman without being born Roman. You become Roman by adopting its laws.
Christianity adds the most revolutionary idea in history: every human being, slave and emperor alike, has infinite worth.
Then France. The cathedrals, those ships of stone our ancestors built over centuries for descendants they would never see. Descartes, Pascal, Voltaire. The Declaration of the Rights of Man. And Napoleon, who gives France the Civil Code, the lycées, and one simple principle: careers open to talent. Murat, the son of an innkeeper, ends up a Marshal of the Empire and King of Naples. The Civil Code spreads across much of Europe and still shapes the law of dozens of countries today.
And this civilization goes on to abolish slavery, which had been practiced on every continent since the dawn of time, to push back the plague, smallpox and the night itself, and to set foot on the Moon.
Peoples of the West, be proud of this history. Proud does not mean blind. Every civilization has committed crimes: conquest, slavery, war. Ours is the one that went furthest in examining its own faults, to the point of abolishing what it had once practiced. This capacity to question itself is its greatest strength. And that is exactly the strength now being turned against it.
Because for decades, this magnificent system has been getting hacked. Not by an army. By an alliance of two forces that have nothing in common except one enemy: us.
The first is communism. It lost the economic war, lost the Cold War, lost history's verdict with its tens of millions of dead. But it never lost the universities. It survived by changing costumes: class struggle became the struggle of the oppressed against their oppressors, and the West was declared guilty of everything. It taught our children to be ashamed of their ancestors, their borders and their culture. It is the root cause, because before you can bring down a civilization, you have to take away its will to defend itself.
The second is political Islam. I am not talking about Muslims, many of whom came here precisely to escape this ideology and are its first victims. I am talking about a political project that wants to place religious law above civil law. It has no doubts. It feels no shame. It rushes into the void the first one dug.
One disarms. The other advances.
And let no one on the left believe they will stay in control. History has already staged this play. In 1978, Michel Foucault was enthusing over the Iranian revolution. Iran's communist party, the Tudeh, backed Khomeini and called on Iranians to vote for his Islamic constitution. By 1983, its leaders had been arrested, the party banned, and its chiefs paraded on television to confess their “crimes.” In 1988, thousands of political prisoners were executed, communist activists among them. The second always ends up devouring the first. Useful idiots are only useful for a while.
So here is my call to every Western people. To the French, the Italians, the Poles, the Germans, the Spanish, the Americans, to all of you.
We are at a turning point. What we do in the next ten years will decide what our grandchildren are allowed to say, believe, write and love.
I am not asking you to die for the West. I am asking you for something harder: to live for it.
Learn its history and pass it on. Have children. Speak without fear, even when they call you every name in the book. Vote, get involved, run for office. Build companies, schools, factories, families. Refuse the shame they are trying to inject into you. And stop surrendering anything that makes us who we are: freedom of thought, equality before the law, the dignity of every person.
The historian Arnold Toynbee understood it: civilizations are not murdered, they commit suicide. And those who think they can let the West fall without paying the price should remember the Iranian communists. They helped tear down what they despised, and then they were next.
The Greeks at Salamis were outnumbered. They won because they knew what they were defending. We are the heirs of Athens, Rome, Notre-Dame and the Civil Code. It is no accident that the rockets that will carry humanity to Mars are being built in a free civilization.
It is time to prove ourselves worthy of what we were given.
The West is worth defending. And no one will defend it for us.

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Elon Musk
@elonmusk · Nov 1, 2026
True
Aaron Burnett@aaronburnett· Nov 1, 2026I believe that not using AI when modeling should be considered negligence. In the near future 1-2 years, this opinion will be considered obvious.
like FSD for investment decision making. You can absolutely model by hand if you so choose, but it’s not the smart decision. Every
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