Want to Know: Your Daily Musk Companies Update (Patreon)
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4th of November, 2024
■ TESLA $TSLA ($242.84, -2.47%):
- The first deliveries of Cybertrucks in Canada started today! Drive Tesla (@DriveTeslaca) has heard "there are already over 400 Cybertrucks in Ontario alone, with another 600 on their way in the next few weeks." More are spread across the country.
- Australia's Ausgrid is planning two big Megapack projects in New South Wales (NSW) at Homebush in Sydney and in Newcastle. Both sites will be sized at 200 MW, two hour 400 MWh, systems valued at $200 million. Construction is to start in mid to late 2025.
- Tesla has filed permits for another 168-stall Supercharger. This one is in Coalinga, California right off Interstate 5 at W Jayne Ave, one hour north of the other 168 stall Supercharger. This site will also include restrooms, as well as a large solar array and battery storage. H/T MarcoRP (@MarcoRPi1).
- Tesla percentages of parts per car sourced from the US and/or Canada for the 2025 model year. H/T Sawyer Merritt (@SawyerMerritt).
Model 3 LR RWD and AWD: 75%
Model 3 Perf, Model Y LR RWD, AWD, and Perf: 70%
Cybertruck and Model S: 65%
Model X: 60%
- Tesla Pop-up Store at the Gunwharf Quays Marina in Portsmouth, UK. Pic by Tesla Winchester's Robbie Duncan.
- Today, the China Passenger Car Association (CPCA) posted that Tesla sold 68,280 China-made EVs in October, -5.3% YoY.
- Last Friday, Tesla Japan launched a 0% APR for 60 months on the Model 3 and Y RWD and LR variants. They also launch a 0.99% APR for 120 months!
- Walter, Senior Equipment Improvement and Development Engineer at Tesla, got to hang out with Cybercab. "This isn’t just any vehicle; it’s a fully autonomous, pedal-free, steering-free, control-free Robotaxi that works for you and generates income. Cybercab embodies the future of transportation and redefines what’s possible, leading the charge in sustainable, autonomous mobility. I can’t wait for you to experience it firsthand! We are truly next-level engineers here, and we're just getting started!"
- The Lathrop Megafactory team has produced their 10,000th Megapack!
FLYOVERS:
Giga Texas: Joe Tegtmeyer (@JoeTegtmeyer), 4th of November, '24. Cooling plant is lit and fans running. The electrical switchyard makes ready for a 3rd transformer. Subscribe to Joe!
Tesla Diner: 247Tesla, 3rd of November, '24. The latest flyover of the Tesla Diner shows one of the drive-in screens is installed. Circular double doors and steel window louvers installed. 2nd lot getting prepped for more Superchargers.
RCR Taylor Texas Railyard: Airwave Dynamics (@AirwaveDynamics), 2nd of November, '24.
■ SPACEX:
- On Saturday, Starship 33 left Massey's and was rolled back to the production and inside Mega Bay 2.
- Sunday morning NASA Astronauts Nick Hague, Suni Williams, and Butch Wilmore, as well as Roscosmos cosmonaut Aleksandr Gorbunov undocked Crew-9's Dragon Freedom from the Harmony module's forward port at, and autonomously redocked with the module’s space-facing port. This move made way for the arrival of NASA’s SpaceX 31st commercial resupply services mission, Cargo Dragon CRS-2 SpX-31.
- At SpaceX's Roberts Road in Florida, the Phase 1 expansion has begun. Hangar-X is increasing in size. A roof already covers most the new area. A new tent is going up where the SLC-40 tower was built. This tent is roughly 40 meters wide and 140 meters long. It extends all the way to the intended mega bay foundation. Pics are from Max Evans (mgde) and Julia Bergeron (@julia_bergeron) of NSF.
Countdown to 144 (103 - Falcon 9, 2 - Falcon Heavy, and 3 - Starship):
Launch 109! Monday, 4th of November, at 11:40 p.m. ET, Falcon 9 Cargo Dragon CRS-2 SpX-31 will launch from Launch Complex 39A (LC-39A) at Kennedy Space Center, 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. Pic by Scott Schilke (@SchilkeScott).
Launch 110! Tuesday, 5th of November, at 4:27 p.m. ET, Falcon 9 Starlink 6-77 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 111! Wednesday, 6th of November, at 11:00 p.m. PT, Falcon 9 Starlink 9-10 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 112! Thursday, 7th of November, at 5:46 p.m. ET, Falcon 9 Starlink 6-69 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.
■ THE BORING COMPANY:
- The Cyber-Tunnel at Giga Texas inches closer to completion. Crews have painted the interior white and added more lighting. Per Joe Tegtmeyer, "Additional work around the west exit point is visible today! Hopefully this will be operational by the end of the year and we will see Cybertrucks drive through!"
- Boring Sr. Technical Recruiter, Juan Manuel Trevino Cerna, posted that they are scaling their Las Vegas operations. They need members for Engineering team that will split time between the operations command center, overseeing all machine systems, and working hands-on with the Prufrocks themselves.
- Over the past two weekends, Texas Guadaloop, an undergraduate Hyperloop research and development team from the University of Texas at Austin, have toured the Boring Company's Bastrop facility. They got to see new Prufrock's in development, plus the company’s infrastructure and vision. "Witnessing their progress and dedication to innovation was a highlight of the visit. This experience, just 30 miles outside of the city, reminded us all of the potential for technology to transform urban transport and beyond."
■ NEURALINK: N/A...
■ STARLINK:
- Michael visited Dowa, Malawi, to help Dave Armstrong's, a seasoned businessman and Real Estate Investor, charity, Great Minds Bright Futures. He established a new school and a business hub that houses a computer school and offices dedicated to supporting local entrepreneurs. They recently donated Starlink, laptops, projectors, and tablets to give students real-time access to information, school materials, and translations.
- High demand for Starlink terminals in Africa have left five countries sold out. Nigeria, Kenya, Nairobi, Zambia, and the in Antananarivo, the capital of Madagascar. Mostly in dense cities. Per Elon, "Starlink is working to increase Internet capacity in dense urban areas in Africa as fast as possible. Please note that there is still significant capacity outside of city centers."
- EDF Renewables uses Starlink at the Tuli and Helios Solar plant in Zacatecas, Mexico. Per Site Manager Ing Alberto Acosta Betancourt, "In areas where radio, cell phone, and Wi-Fi communication are not good, Starlink has become a work tool for us. We have managed to maintain communications with our technicians, operators, and outside the park!"
- Per SpaceX's latest letter to the FCC regarding the update to the GSO-NGSO spectrum sharing framework, "Modernizing these outdated and inefficient sharing rules between legacy GSO and next-generation NGSO satellite systems is critical to finally delivering on a promise that has eluded three decades of broadband policy: gigabit-speed, low-latency broadband for all Americans, anywhere in the country."
■ 𝕏:
- X Merch Shop is live! They have a Pre-Sale of two items; the Unisex 3D Logo Tee and the Unisex 3D Logo Trucker Hat both for $35 each. The estimated ship dates fall between December 2024 and January 2025.
- This pic was posted by X's Nate (@natemcgrady) stating, "Big things come in small packages..."
- X's new block update began yesterday. If your posts are set to public, accounts you have blocked can now see your post, but cannot engage with them or you. The rest remains the same. I guess this means blocked accounts no longer need burner accounts to see your stuff.
- X is working to upgrade the ui for broadcasts.
- Per X's Zach Warunek (@ZachWarunek), you can select a time range on the Account Analytics content tab. Plus, you can now export all of your total post metrics within the selected time range.
■ xAI:
- xAI/Spacex's Brent Mayo (@BrentM_SpaceX) posted these pics with team member xAI/X's David Rossi (@David_Rossi_Jr) and film crew members from last week's Serve the Home of the Memphis walkthrough of Colossus. They are outside the Gigafactory of Compute. Per Brent, "Was so fun filming our little baby Grok cluster here in Memphis! Huge shoutout to Patrick Kennedy and his team for professionalism. They are the gold standard." They appear to be standing on a section of cooling pipe for the cluster.
- The New York Post is reporting that Nvidia is in talks with Elon about a potential investment in xAI. Source not named and neither company has confirmed this.
- Starting today, xAI is giving developers ability to build on their Grok foundation models using the newly released API. They will run a public beta program until the end of 2024 during which everyone will get $25 of free API credits per month. Go to console .x .ai and sign up to create an account. You get a preview of a new Grok model that is currently in the final stages of development. Anyone who has purchased prepaid credits so far will get the equivalent amount of free monthly credits for every month until the end of the year. If you purchased $50 of prepaid credits already, you will now have $25 + $50 of additional free credits in November and December.
■ ELON NEWS:
- Two more Virtual Town Halls with Elon today at 8:30 p.m. ET, and tomorrow, Election Day, at 12:00 p.m. ET.
- Per Elon's lawyer Chris Gober, "The $1 million recipients are not chosen by chance. We know exactly who will be announced as the $1 million recipient today and tomorrow." According to Chris, the America PAC picks people who would be good spokespeople for its agenda. He relayed this during a hearing to persuade a Pennsylvania judge that the giveaway was not an "illegal lottery."
- Winners of Elon's America PAC $1 million over the weekend were Gina Chanos, Joshua, and Brian Graw.
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■ SOURCES:
FLYOVERS:
Giga Texas: Joe Tegtmeyer https://www.youtube.com/watch?v=cqraZ0fbwq8
Tesla Diner: 247Tesla https://www.youtube.com/watch?v=5KmRdFv9_e0
RCR Tayler Texas Railyard: Airwave Dynamics https://www.youtube.com/watch?v=J7Fei6AmnbI
Tesla:
SpaceX:
xAI:
https://nypost.com/2024/11/01/business/nvidia-in-talks-with-elon-musk-about-investing-in-xai-source/
Elon News: