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Want to Know: Your Daily Musk Companies Update (Patreon)
Content
24th of October, 2024
"Do the right thing for customers and they will do the right thing for you..." - Elon
PLEASE REPOST and SPREAD the NEWS!
■ TESLA $TSLA ($260.48, +21.92%):
- At the Fremont Factory, Tesla produced their 7-millionth vehicle.
2024 3Q Numbers:
EPS (non-GAAP): $0.72 vs. Wall Street estimate of $0.58
EPS (GAAP): $0.62
Revenue: $25.18 billion, +8% YoY, vs. Wall Street estimate of $25.4 billion
Total GAAP gross margin: 19.8%
Net income (GAAP): $2.176 billion, +17% YoY
Operating Expense: $2.3 billion, -6% YoY.
+75% AI Training Compute.
$33.6 billion cash and investments, +29% YoY.
Free cash flow was $2.7 billon, +223% YoY.
- Shanghai Megafactory 80% complete.
- Megafactory in Lathrop produced 200 Megapacks in a week!
- Global Energy Storage deployment +75% YoY
- Tesla is has been testing the Robotaxi fleet app in the Bay Area since Q1 2024.
- Cybercab will have a new powertrain with an estimated 5.5 mi/kWh.
- Tesla deployed and are training on a 29,000 H100 cluster at Giga Texas. They expect to have 50,000 H100 capacity by the end of October.
- Some statements from Elon:
"There is some chance that HW3 does not achieve a safety level that allows for unsupervised FSD. If that turns out to be the case, we will upgrade those two have bought HW3 FSD for free.
The roadster is not just the cherry on the cake but also the icing on the cake; We're close to finalizing the design.
The units per hour of the Cybercab line....it's really something special. It'll be half an order magnitude better than normal car lines. Not in the same league. This will be our most efficient powertrain yet.
"We think that we'll be able to have driverless Teslas doing paid rides next year."
- 10 year Tesla veteran Michael Snyder (@mike_megapack) has been promoted to Vice President of Energy and Charging. He was previously Senior Director of Megapack.
- Per Tesla's Phil Duan (@philduan), "We have unified our software stack, starting with FSD 12.5.6 series releases. E2E (end to end) is now running on both city streets and highway - one stack to rule them all."
- Joe of Tesla Owners Club San Joaquin Valley (@SjvTesla) spotted 3 Tesla Semis with Texas plates. Per Joe, "en route to Texas on highway 99 South from Reno! TSLA let's go!"
- Cybertruck achieved positive gross margin for the first time. Per Tesla's Wes Morrill (@wmorrill3), "Cybertruck profitability <1 year from start of production, congrats team! This is a impressive milestone for the manufacturing and operations team ramping successfully, step by step improving yield, quality, and reducing overtime."
- The new Tesla Sai Sha GO PARK Experience Center in Hong Kong. Pics by Tesla's Mandy Lo.
- Tesla Energy announced 100 thousand Powerwalls are taking part in Virtual Power Plants (VPP) globally.
■ SPACEX:
- Today, launch 105 of Falcon 9 NROL-167 took place from Space Launch Complex 4E (SLC-4E) at Vandenberg Space Force Base, California. This was the suspected fourth batch of satellites for a reconnaissance satellite constellation built by SpaceX and Northrop Grumman for the National Reconnaissance Office to provide imaging and other reconnaissance capabilities. The booster landed on drone ship Of Course I Still Love You in the Pacific Ocean.
- Yesterday evening, launch 104 of Falcon 9 Starlink 6-61 took place from Space Launch Complex 40 (SLC-40) at Cape Canaveral, Florida. This was the 18th flight for the first stage booster. It previously launched Ispace M1, CRS-27, SES 22, Amazonas-6, Bandwagon-1, and 12 Starlink missions. The booster landed on drone ship A Shortfall of Gravitas in the Atlantic Ocean. 23 Starlinks were deployed.
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- Yesterday the scaffolding came down and last night the OLM went through testing in preparation for a Static Fire. Lots of venting and a Detonation Suppression System (DDS) test. Video from @LabPadre.
- Yesterday Crew Dragon Endeavour Dragon undocked from the ISS and is expected to splash down off the coast of Florida around 3:30 a.m. EDT tomorrow. The Crew-8 astronauts include NASA's Matthew Dominick, Michael Barratt and Jeanette Epps and Alexander Grebenkin of Russia's space agency Roscosmos.
- According to European Space Agency Director General Josef Aschbacher, they are in talks with SpaceX to join an international charter to reduce a space debris. Amazon has signed up
- Inside the belly of Crew-9's Dragon Freedom by Astronaut Don Pettit (@astro_Pettit).
The 22-nation agency is spearheading one of several efforts to roll back the mass of space junk swirling round the planet from past missions that poses a risk to active satellites.
Countdown to 144 (99 - Falcon 9, 2 - Falcon Heavy, and 3 - Starship):
Launch 106! Saturday, 26th of October, at 5:47 p.m. ET, Falcon 9 Starlink 10-8 will launch from Space Launch Complex 40 (SLC-40) at Cape Canaveral, Florida. The booster will land on a drone ship in the Atlantic Ocean.
Launch 107! Tuesday, 29th of October, at 4:30 a.m. PT, Falcon 9 Starlink 9-9 will launch from Space Launch Complex 4E (SLC-4E) at Vandenberg Space Force Base, California. The booster will land on drone ship Of Course I Still Love You in the Pacific Ocean.
Launch 108! Wednesday, 30th of October, at 5:10 p.m. ET, Falcon 9 Starlink 10-8 will launch from Space Launch Complex 40 (SLC-40) at Cape Canaveral, Florida. The booster will land on a drone ship in the Atlantic Ocean.
Launch 109! Friday, 1st of November, at 11:40 p.m. ET, Falcon 9 Cargo Dragon CRS-2 SpX-31 will launch from Space Launch Complex 40 (SLC-40) at Cape Canaveral, Florida. This is the 31st commercial resupply services mission to the International Space Station. The flight will be conducted under the second Commercial Resupply Services contract with NASA. The booster will land at Landing Zone 1 (LZ-1) at Cape Canaveral Space Force Station.
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■ THE BORING COMPANY: N/A... boring.
■ NEURALINK:
- John, from Tesla Owners Silicon Valley (@teslaownersSV) interviewed NP1 Noland Arbaugh (@ModdedQuad) today. Check it out.
■ STARLINK:
- The first Starlink Direct to Cell demo was completed on the island of Kumejima, Okinawa Prefecture, Japan. SpaceX with KDDI (@official_kddi) and au (@au_official).
- Starlink Mini is now available in the Philippines for PHP 33,500.
- Per T-Mobile CEO Mike Sievert (@MikeSievert), "During the hurricanes, we were able to test with a temporary authorization and saw hundreds of thousands of successfully completed text messages to people that otherwise wouldn’t have seen them."
- In the Dominican Republic, medical IT companies AUTANA and FUCAM have installed Starlink as a comprehensive solution to communicate between their mobile radiology units and headquarters. This means fast interpretation of images and efficient delivery of results. This reduces lead times from months to days, and faster treatment for patients. The companies say this has reduced the mortality rate at a national level. Pics by Nahum Gomez Ayala.
- SpaceX VP of Starlink Business Operations Lauren Dreyer (@laurendreyer06) speaking to President of Sierra Leone Julius Maada Bio at the Commonwealth Business Forum.
- In less than two months after activation, Starlink in Harare, Zimbabwe, has Sold Out according to the availability map. The Sold Out status seems to be indefinite and customers are not allowed to place deposits for future service as before. If you attempt to sign up in these areas you receive a message that Starlink Residential is not available, with the option to sign up for notifications and/or consider Starlink Roam.
■ X:
- X's Global Head of Marketing, Angela Zepeda (@angelamzepeda), with Head of Global Content Partnerships, Amy Elkins (@Elkins). "Check another Thursday morning getting ready to talk about X and the NFL with our partners."
- If you sign up for X Premium via the web you get a 50% discount on its monthly Premium and Premium+ subscriptions!
- Bruh... Sam Sheffer (@samsheffer) getting that X merch... Per Sam, "Thank you, X. Shirt is hella good quality. Will rock it with pride."
■ xAI:
- Near the end of Tesla's 3Q Earnings call, Morgan Stanley analyst Adam Jonas asked Elon about the relationship between Tesla and xAI. Per Elon, "xAI is working on artificial general intelligence or artificial superintelligence. Tesla is trying to make autonomous cars and autonomous robots... they are different problems."
■ ELON NEWS:
- Elon will being two Town Halls tomorrow and Saturday at 7 p.m. ET. Friday's is a Telephone Town Hall, not sure what that entails, and the other will be in Lancaster, Pennsylvania.
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SOURCES:
Tesla:
SpaceX:
Elon:
