Posts
Elon Musk reposted
John Hawkins
@johnhawkinsrwn · Oct 24, 2026
Ukraine would have been overrun 10 times over if not for Musk giving them Starlink early on and denying Russia Starlink. The whole idea that he's some kind of monster because he also doesn't want people dying by the tens of thousands for nothing is insanity pushed by bad actors
Josh Kraushaar@JoshKraushaar· Oct 23, 2026all of Musk's money can't change the fundamental reality of American public opinion:
51
45
397
10.7K
Elon Musk reposted
Elon Musk
@elonmusk · Oct 25, 2026
This is indeed one of the main reasons that Starlink must remain a civilian operation.
It can be used for infrastructure that is military, but it cannot be used for unequivocally offensive strikes that make it fair game to be struck back.
An adversary blowing up Starlink satellites would create a domino effect of destruction that would generate a vast field of debris making space unusable.
55
46
292
26.6K
FilmLadd
@FilmLadd · Oct 25, 2026
OSINT analysts who have been bashing @ElonMusk for days over this don't get it. Russia has the capacity to blow up satellites in space. They proved this on November 15, 2021, by firing a PL-19 Nudol missile at an old satellite of their own.
The impact created a large debris
Elon Musk@elonmusk· Oct 25, 2026True
Elon Musk
@elonmusk · Oct 25, 2026
This is indeed one of the main reasons that Starlink must remain a civilian operation.
It can be used for infrastructure that is military, but it cannot be used for unequivocally offensive strikes that make it fair game to be struck back.
An adversary blowing up Starlink
61
47
310
28.5K
Elon Musk reposted
Timbo
@Timboo · Oct 25, 2026
The more I look at the economics of AI infrastructure, the more bullish I become on SpaceX.
David Sacks shared some fascinating numbers on All-In:
- SpaceX: ~$50B in monetization per GW, with roughly a 1-year payback.
- CoreWeave: ~$20B per GW, with roughly a 2.5-year payback.
These are estimates, but the difference is enormous.
A big reason is how the two companies structure their contracts.
CoreWeave relies heavily on long-term commitments to finance its infrastructure. SpaceX has the balance sheet and access to capital to operate with much shorter contracts, giving it exposure to today’s significantly higher compute pricing.
That flexibility is worth a LOT in a supply-constrained market.
And consider what happens when you’re recovering your capital in roughly a year. You can reinvest that money into additional compute, bring more capacity online, and potentially accelerate growth without relying as heavily on external financing.
Now consider SpaceX is targeting ~13 GW of operational compute capacity by the end of 2027.
The economics at scale could be extraordinary if they execute.
I’ve been extremely bullish on SpaceX for years, but the AI infrastructure opportunity has become a much bigger part of the investment thesis.
Elon Musk@elonmusk· Oct 25, 2026This is a fuller list of the limitations of supercomputer buildout. If anything is missing, however seemingly trivial, the compute doesn’t work.
15
47
241
32.4K
Swan
@AndySwan · Oct 25, 2026
5 years ago: Starlink is such a stupid idea. Anyone wasting money investing in this Musk scam deserves to lose everything.
Today: Starlink is essential to the defense of an invaded nation. Access to Starlink is a human right! Nationalize it!
Elon Musk
@elonmusk · Oct 25, 2026
It’s always this way. You think they’d learn by now.
75
26
412
19.4K
Elon Musk reposted
Grok
@grok · Oct 25, 2026
Here are 10 from 2021-2023:
1. Light Reading Jul 2021: Starlink risks being another satellite flop.
2. Techdirt Jul 2021: May not be financially viable; past LEO constellations went bankrupt.
3. Vice Sep 2021: Won't be the game changer; limited to ~6M users max.
4. Business Insider Oct 2021: Customers felt they gave money to a scammer over delays.
5. The Verge May 2021: Dreams not reality; unreliable beta.
6. Reuters/WSJ Sep 2023: Fell far short of 2015 projections (1M users vs 20M).
7. TechTimes Sep 2023: Did Starlink Fail? Missed targets badly.
8. BrandonLBradfor Dec 2022: Never happening. It's a grift.
9. FutureAZA Nov 2023: Would have said it will never work.
10. wealth_turtle Dec 2023: Starlink is a scam.
35
40
242
32.5K
Storm
@stormrobinson · Oct 25, 2026
This account is ruining my life
The Food Manufacturing Guy@TipOfTheBanana· Oct 24, 2026The scrambled eggs at a hotel breakfast are 19% water, and they're dyed.
A lot of hotels and cafeterias pour them from a carton of Papetti's Breakfast Blend. The spec sheet reads whole eggs, 19% water, then under 2% of salt, xanthan gum, citric acid, annatto color and natural
Elon Musk
@elonmusk · Oct 25, 2026
Sometimes, it’s better not to know
136
29
367
21.9K
Storm
@stormrobinson · Oct 25, 2026
This account is ruining my life
The Food Manufacturing Guy@TipOfTheBanana· Oct 24, 2026The scrambled eggs at a hotel breakfast are 19% water, and they're dyed.
A lot of hotels and cafeterias pour them from a carton of Papetti's Breakfast Blend. The spec sheet reads whole eggs, 19% water, then under 2% of salt, xanthan gum, citric acid, annatto color and natural
Elon Musk
@elonmusk · Oct 25, 2026
🤢
29
10
141
16.8K
Bojan Tunguz
@tunguz · Oct 24, 2026
WTF?!?
Md Ismail Šojal 🕷️@0x0SojalSec· Oct 22, 2026WTF, $3000 Samsung TV has an always-on mic, automatic content recognition, geo tracking, network mapping, and ships your data to Samsung + 400 partners.
Bro Rooted a brand-new 2025 Samsung TV after noticing absurdly targeted ads.
Firmware was locked down, so zero-days it was.
Elon Musk
@elonmusk · Oct 25, 2026
🧐
58
14
281
20.5K
Elon Musk
@elonmusk · Oct 25, 2026
True
Kevin Bass@kevinnbass· Oct 25, 2026James Talarico says he is a moderate.
It is easy to find out if that is true.
Talarico voted on 9,612 bills during his six years in the Texas House of Representatives.
That record shows what Talarico believes.
It shows that Talarico is a bald-faced liar and extremist.
244
162
964
377.4K
jack
@jack · Oct 24, 2026
there is no moat
Elon Musk
@elonmusk · Oct 25, 2026
Sparta never had a moat
92
21
316
23.6K
Elon Musk reposted
Elon Musk
@elonmusk · Oct 24, 2026
Politics is incredibly tribal.
Most of those in one tribe can see nothing their tribe does wrong or anything good done by another political tribe.
C3@C_3C_3· Oct 24, 2026The Dems and Media…
2017: Elon is great
2018: Elon is great
2019: Elon is great
2020: Elon is great
2021: Elon is great
2022: Elon is great
2023: Elon is great
Endorses Trump and MAGA
2024: Elon is a RACIST
2025: Elon is a NAZI
2026: Elon is a FASCIST
You can’t unsee it…
3.2K
3.8K
36.6K
2.9M
Elon Musk
@elonmusk · Oct 25, 2026
Back to the Moon
NASA@NASA· Oct 23, 2026LIVE: @NASAAdmin and agency leaders are sharing the latest updates on next year's Artemis III mission and our plans to return astronauts to the surface of the Moon by 2028.
453
271
2K
387.1K
Elon Musk reposted
NVIDIA AI Infrastructure
@NVIDIAAIInfra · Oct 24, 2026
Good data showing that NVIDIA AI infrastructure is a durable, investable asset that retains value.
New applications and workloads keep landing on our fungible platform, increasing demand because of its productivity.
Chart by @a16z
a16z@a16z· Oct 23, 2026GPUs are aging like fine wine, with rental rates up across the board since January 1st
Approximate change YTD:
- H200: +160%
- B200: +120%
- RTX PRO 6000: +65%
- H100: +35%
Even the 6-year-old A100 rents for more than it did at the start of the year
Charts of the Week:
24
74
464
59.5K
Elon Musk
@elonmusk · Oct 25, 2026
The way to think about this is:
How many super smart and dedicated people do you want to hire? And they keep getting better.
a16z@a16z· Oct 24, 2026Zooming out, GPUs are still renting ahead of a standard 6-year depreciation schedule
Rental price vs. schedule:
- H200: +143%
- B200: +111%
- RTX PRO 6000: +73%
- H100: +54%
- A100: +9%
Most of the gap opened up after April, when token demand took off
Charts of the Week:
284
146
1.2K
365.5K
Elon Musk reposted
@jason
@Jason · Oct 24, 2026
Completely acceptable to do a peaceful protest outside the Colosseum, but breaking into/vandalizing the Colosseum (or our Capitol like they did in January 6th) is not unacceptable.
Tourism is a critical industry in Paris and Rome, so there is an argument that anyone disrupting it should face some additional penalties — like blocking the Bay Bridge in SF
RadioGenoa@RadioGenoa· Oct 24, 2026Chaos in Rome. Masked rioters storm the Colosseum, forcing the entrance barriers. "Peaceful protest" they say. Unbelievable.
303
176
1.5K
258.8K
Elon Musk
@elonmusk · Oct 25, 2026
We’re adding long press on like to send someone $1 via 𝕏 Money
4.3K
2.2K
37.3K
1.7M
Elon Musk reposted
Austen Allred
@Austen · Oct 25, 2026
I remember sitting around a campfire shortly after the Ukraine war had just started with some Ukrainian friends.
They shared that after they learned that Russian forces were jamming all communications they called Elon begging for Starlink support.
Elon and the Starlink team instantly dropped everything they were working on, loaded a private jet with as many Starlink terminals as they could (terminals were in short supply at the time), and started flying the jet eastward while writing code to make terminals work over Ukraine.
There was no contract or promise of payment for doing so, and no time to solve for that.
My Ukrainian friends believed this saved the nation of Ukraine, and that without this effort Ukraine would have lost the war nearly instantly.
129
219
1.3K
120.1K
Elon Musk
@elonmusk · Oct 25, 2026
Wild times
484
214
1.8K
472.6K
Zephyr
@zephyr_z9 · Oct 24, 2026
We are going to see a lot of consolidation next year
Most of them will not survive
Yuchen Jin@Yuchenj_UW· Oct 24, 2026Heard from a neolab friend:
“Even if we fail to train the best model, we locked in GPU capacity early. H100/B200/B300 rental prices have since gone up 2–3x. We can just resell the compute and print money.”
OK, so that’s the business model.
Elon Musk
@elonmusk · Oct 25, 2026
Guppy-level death
76
29
478
30.2K