Posts
Elon Musk
@elonmusk · Oct 15, 2026
Exactly what I predicted has happened
X Freeze@XFreeze· Oct 15, 2026Elon laid out a path to peace between Ukraine and Russia back in October 2022, and he was attacked for it by almost everyone
In November 2023, he explained to Lex Fridman why he had proposed peace: “a lot of people dying for basically almost no changes in land,” with an entire
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Polymarket
@Polymarket · Oct 14, 2026
JUST IN: Tesla Model Y ranks as Japan's #1 imported car model for September 2026.
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Elon Musk
@elonmusk · Oct 15, 2026
💯
Elon Musk
@elonmusk · Oct 15, 2026
There won’t be lines of software as we know them, just machine code
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Whole Mars Catalog
@wholemars · Oct 15, 2026
soon the entire world will be running on code that nobody has read
Elon Musk
@elonmusk · Oct 15, 2026
💯
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Elon Musk
@elonmusk · Oct 15, 2026
Recursive Self-Improvement
Race 🕊️@multiplanet1· Oct 11, 2026A retired NASA engineer who had worked on the Space Shuttle program for 25 years was hired by SpaceX at age 62. He described the first week as the most disorienting experience of his professional life.
At NASA, a design change required 3 meetings, 2 committees, a review board,
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NowDigi
@jeffmihalich · Oct 15, 2026
Allow it to save web passwords - it keeps making me log in!
Otherwise it’s been really good.
Elon Musk
@elonmusk · Oct 15, 2026
Coming very soon
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Kyle Reidhead | Milk Road
@KyleReidhead · Oct 14, 2026
Raymond James reiterates Strong Buy on $SPCX with a Street-high $800 price target!
The reason is SpaceX's FAA filing for up to 456 Starship launches and 912 landings a year at Boca Chica
At 60 V3 Starlink satellites per Starship, phase one's 100 flights a year means about 6,000 satellites. The full 456 flights means about 27,400
At 100 tons of payload and 100 kW per ton, Raymond James says 100 flights could deploy about 1 GW of orbital AI compute every year
That's before counting the Florida pads (44 a year at LC-39A, 76 at SLC-37) and Louisiana's planned $100 billion 10-pad spaceport
And Elon confirmed the upper stage catch is coming on the next flight, about 4-6 weeks out
Starlink and Orbital Compute are the future products of SpaceX and the competition is many years behind these products (and the ability to deploy them)
SpaceX is building the strongest moats in the world and that's why the stock deserves to be much higher than it is today
Kyle Reidhead | Milk Road@KyleReidhead· Oct 13, 2026SpaceX is asking the FAA to approve up to 456 Starship launches and 912 landings a year at Starbase
The current approval is just 25 launches and 50 landings, so that's roughly 18x more
The FAA is reviewing it now, and the first phase would allow 100 launches and 200 landings a
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Elon Musk
@elonmusk · Oct 15, 2026
China will be making a LOT of RAM in 2028
P Equity Research 📰@pequityresearch· Oct 15, 2026A financial column published in South Korea now warns of memory oversupply in 2029, after new capacity comes online.
They argue Korea has only 2-3 years to develop new growth industries before the cycle potentially reverses.
$DRAM $MU $SKHY $EWY
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vincent
@SPCX100T · Oct 14, 2026
Legendary investor Ron Baron @RonBaronAnalyst thinks $SPCX will worth $20T to $50T in 10 years and Starlink alone will worth $14T to $15T
And he said @elonmusk thinks that’s too low 😂😂 (I think so too, look at my handle lol)
Elon Musk
@elonmusk · Oct 15, 2026
Unless there is a major world war, SpaceX probably gets to >$100T in <10 years
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Ryan Petersen
@typesfast · Oct 14, 2026
Today I took a Waymo to work instead of letting my Tesla drive me. Took twice as long (not even counting the wait). The routing was insane and the driving soooo slow.
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a16z
@a16z · Oct 14, 2026
Compute scarcity, in one chart
Old GPUs are turning into appreciating assets
a16z@a16z· Oct 14, 2026Nathan Lambert of @trillium_labs says Chinese AI researchers' jaws drop to the floor when he tells them how much compute OpenAI has:
"The Chinese labs are very technically excellent. They are more compute-starved."
"Without a doubt, they have a comparable talent pool to draw
Elon Musk
@elonmusk · Oct 15, 2026
Interesting
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Bull Theory
@BullTheoryio · Oct 14, 2026
🚨CoreWeave is now in serious trouble.
$CRWV is down more than 16% today and has crashed more than 50% in the last 5 months.
The reason is its debt. CoreWeave owes about $35B and paid $640M in interest last quarter alone. Investors are now dumping that debt. Its 2032 bonds have
Elon Musk
@elonmusk · Oct 15, 2026
High stakes game
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Brivael Le Pogam
@brivael · Oct 14, 2026
Elon Musk often says: "Patents are for the weak."
Why does he say that? In 2014, Tesla opened up all its patents. Anyone could use them. Everyone thought it was a PR stunt. It was actually a declaration of war. Elon's point was that patents mostly serve to slow down progress, protect the positions of giant corporations, and make lawyers rich. Not to innovate.
His logic is simple: if your competitive advantage lives inside a legal document, you're already dead. The only real moat is your speed of innovation. If you move faster than everyone else, you don't need patents. If you need patents to survive, it means you've stopped moving fast enough.
The strong build. The weak file.
And AI is about to make that sentence true for the entire economy.
Take biotech. For 50 years, starting a biotech company meant a PhD, ten years in a lab, access to closely guarded knowledge, millions before your first proof of concept, and a network in the right academic and regulatory circles. Knowledge was scarce, access was scarce, and that scarcity was worth billions.
That scarcity is dying.
I genuinely believe we're entering a world where anyone will be able to start a biotech company. A 19-year-old with AI agents will be able to explore molecular spaces that entire labs used to spend years mapping. Trade secrets, credential rents, access rents, positional rents: all of it is about to blow up.
And look at what's already happening. Some of the first calls to "urgently regulate AI agents" are coming from established biotech players. Coincidence? When your business model depends on scarce knowledge and knowledge becomes free, you're left with only two weapons: the patent and the regulator.
The two weapons of the weak.
Here's what's coming. A wave of panic. Dozens of labs and incumbents retreating behind their patents, filing lawsuits, and above all pouring money into regulatory capture. They won't try to build better. They'll try to make it illegal for anyone else to build.
Because the truth is, a lot of people in business were never strong. They were protected. They never won on product, on innovation, on speed of execution. They won because the market was locked. Because attacking their industry required hundreds of millions of dollars, years of approvals, and armies of lawyers. The wall was never their talent. The wall was regulation.
And when the wall comes down, we find out who actually knew how to build.
This isn't just biotech. Banking. Insurance. Law. Healthcare. Energy. Hardware. Education. Defense. Almost every industry where incumbents were sleeping behind barriers to entry is about to get hit by thousands of founders able to attack their business from every angle at once. With teams of 5 people and an army of agents.
Everyone gets to play now.
My conviction, and I'll say it plainly: a huge chunk of the S&P 500 could be completely flushed in the next 5 years. Not because those companies will make mistakes. Because their competitive advantage was never real. It was built on how hard it was to get in, and that difficulty is disappearing.
The weak will cry danger. They'll talk about safety, risk, disaster. Sometimes they'll be right on a specific point. But most of the time, what they're protecting isn't the public. It's their rent.
What's coming isn't a collapse. It's a renaissance. The biggest explosion of value creation in history, driven by people who were always told they weren't allowed to play.
Patents are for the weak.
And the weak are about to have a very bad decade.
Dr Singularity@Dr_Singularity· Oct 13, 2026They are afraid. AI will disrupt and "open source" everything, not just games and software. It will also go after almost all hardware and drugs.
Basically everything.
Some things sooner, some later.
Everything will change. Current ways of doing things must/will change.
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Elon Musk
@elonmusk · Oct 14, 2026
Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS.
Starlink is a commercial service owned and controlled by SpaceX. Usage of Starlink is limited to civilian or defensive activities and cannot be used for offensive military action, as doing so would be inappropriate for a commercial company.
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Emmet Peppers
@EmmetPeppers · Oct 15, 2026
Cybercab experience is legit! Wow!
Didn’t quite understand until riding it around today for first time
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Elon Musk
@elonmusk · Oct 15, 2026
True
samuel@marsrepublica· Oct 14, 2026The actual facts about SpaceX in Ukraine:
- SpaceX is a private company with zero obligation to help Ukraine, yet it stepped up when governments dragged their feet.
- Starlink and Starshield are not the same. Starshield is under U.S. government control. That is who made last
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Brian Roemmele
@BrianRoemmele · Oct 14, 2026
🔮 Grok Bot email accounts and traffic will be larger than Gmail and 1000x more productive.
Efficient Grok Bot email will liberate us from spam with high signal and low noise Claude Shannon would be productive of.
Brian Roemmele@BrianRoemmele· Oct 14, 2026NEW GROK BOT!
I have over 3400 email newsletter subscriptions.
It is an AI battle for years I have had various success in solving. But now @Grok @Bot has the solution!
Send newsletter subscriptions to your @Grok @Bot email address and run this Bot:
📬
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Elon Musk
@elonmusk · Oct 15, 2026
And so the slaughter continues …
Time for Zelensky to go
@amuse@amuse· Oct 14, 2026UKRAINE: Zelensky explained that he has no intention of ending the war until Russia is defeated. His greatest fear is ending the war and facing a presidential election. If he lost, he would certainly be investigated and most likely prosecuted - 80% of his predecessors have been
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DogeDesigner
@cb_doge · Oct 15, 2026
When @Starlink helped rescuers save nine fishermen from a flooding boat in Alaska.
The United States Coast Guard confirmed that all nine people aboard the Arctic Sea were rescued.
Their fishing boat had run aground near St. George Island in Alaska’s remote Bering Sea and was taking on water. Winds around 93 km/h and three-metre waves made it too dangerous for a nearby fishing boat, North Sea, to rescue the crew directly.
North Sea used Starlink to stay connected throughout the response. Its crew also provided updates to the Coast Guard. A Coast Guard helicopter lifted all nine fishermen to safety.
Starlink helped keep communications working during an emergency where nine lives were at risk.
This life-saving technology should be available in every part of the world.
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Elon Musk
@elonmusk · Oct 15, 2026
True
Natalia El Ferrara@NataliaSpace11· Oct 14, 2026Elon Musk gave Ukraine Starlink within hours of the invasion and saved the front line, while European politicians who built nothing comparable in years now lecture him on how to run his own company.
Sikorski asks the "big man" if Elon is "playing politics with his products
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