Want to Know: Your Daily Musk Companies Update (Patreon)

4th of February, 2025

"Would you like DOGE to audit the IRS?" - Elon Musk (@elonmusk)

■ TESLA $TSLA ($392.21, +2.22%):

- Last Saturday’s grand opening event for the new Tesla Center in Milano Vittuone. Pics by Tesla Store Manager Filippo Poli

- Cybertruck now qualifies for $7500 federal tax credit!

- The financial services group Orix has partnered with Tesla to deliver 142 Megapacks ($144 million) to Maibara of central Japan's Shiga prefecture. This will be Japan's largest BESS facility with a total capacity of 548 MWh. It is slated to begin operations in 2027.

- 150 MWh of Tesla Megapacks added to the Calpine BESS at The Geysers in Lake County, California. These sites leverage existing grid connections from repurpose geothermal facilities.

- Powerwall 3 is now available in Portugal.

- Per Delaware Governor Matt Meyer on Tesla, Meta, and others leaving Delaware due to Court of Chancery Kathaleen McCormick's ruling on Elon's pay package, "It's really important we get it right for Elon Musk or whoever the litigants are in Delaware courts... We're cognizant that there may be some things that need to change. We're going to work on them."

- Tesla's new dealership in West Bloomfield, Michigan, at 6800 Orchard Lake Rd.

- According to Jato Dynamics, the Model Y was the best selling EV in Europe for 2024, and the 4th most registered car overall in Europe.

- Nature has published that vehicle inspection data from the UK shows Tesla is now the No.1 vehicle for lifespan and mileage among various car brands and fuel types. "Tesla’s EVs are expected to cover an average of 204,000 miles over their lifetime, surpassing all other brands regardless of powertrain. This significantly outpaces the average for electric cars, which stood at 124,000 miles."

- Cybertruck and the Model 3 is now part of the Canadian referral program. You get $1300 off of a Cybertruck and $650 off of a Model 3.

- Early reservation holders of Non-Foundation Series Cybertrucks in Canada can land you a discounts on Full Self-Driving (FSD) of up to $1,800. H/T Drive Tesla Canada (@DriveTeslaca).

- Kyle Liechty, Tesla University Recruiting, posted a list of all the University's they will be hitting up for the Tesla Roadshow Spring 2025! "We can't change the world without you! See you on Campus!"

PRICE CHANGES:

Canada:

• Foundation Series Cybertruck: AWD is now $153,990, up from $137,990. Cyberbeast is now $181,990, up from $165,990.

No FLYOVERS today...

■ SPACEX:

- Early this morning in the fog, launch 16 of Falcon 9 Starlink 12-3 took place from Space Launch Complex 40 (SLC-40) at Cape Canaveral Space Force Station, Florida. This was the 21st flight for the first stage booster. It previously launched OneWeb 1, SES 18+19, Eutelsat HOTBIRD-F1, CRS-24, and 16 Starlink missions. The booster landed on drone ship Just Read the Instructions in the Atlantic Ocean. 21 Starlinks were deployed, including 13 Direct to Cell.

- Last night, Test Tank 16 (TT16) emerged from the Starfactory and headed to Massey's Outpost.

- Great shot of new HQ at Starbase by SpaceX's Sergio Lara. Per Sergio, "Almost 5 years at Boca and it's feeling like my first day on the job all over again. New digs, who dis?"

- The National Labor Relations Board (NLRB) is gearing up to challenge court orders that have blocked its ability to proceed with unfair labor practice allegations against SpaceX and two other companies. The U.S. Court of Appeals for the Fifth Circuit is scheduled to hear oral arguments tomorrow regarding preliminary injunctions. These were granted to the employers after they contested the constitutionality of the statutory protections that insulate NLRB members and administrative law judges from presidential removal.

- The area slated for the Giga Bay at SpaceX's Roberts Road facility in Cape Canaveral, Florida, has been cleared and ground work has started. By looking at the plot map provided by Adrian Beil of NSF, you can see a lot of additional land has also been cleared. This pic was from the 18th of January, so I'm sure a lot more is done now.

Countdown to 180 (15 - Falcon 9, 0 - Falcon Heavy, and 1 - Starship):

• Launch 17! Tuesday, 4th of February, at 6:07 p.m. ET, Falcon 9 WorldView Legion 5 & 6 will launch from Launch Complex 39A (LC-39A) at Kennedy Space Center, Florida. The booster will land Landing Zone 1 (LZ-1) located at Cape Canaveral Space Force Station. This is the first of two new-generation satellites built by Airbus to provide secure communications to the Spanish government, its allies, and various international organizations.

• Launch 18! Friday, 7th of February, at 1:50 p.m. ET, Falcon 9 Starlink 12-9 will launch from Space Launch Complex 40 (SLC-40) at Cape Canaveral Space Force Station, Florida. The booster will land on a drone ship in the Atlantic Ocean.

• Launch 19! Saturday, 8th of February, at 4:25 p.m. PT, Falcon 9 Starlink 11-10 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 20! Tuesday, 11th of February, at 12:00 p.m. ET, Falcon 9 Starlink 12-18 will launch from Space Launch Complex 40 (SLC-40) at Cape Canaveral Space Force Station, Florida. The booster will land on a drone ship in the Atlantic Ocean.

• Launch 21! Friday, 14th of February, at 12:26 p.m. ET, Falcon 9 Starlink 12-8 will launch from Space Launch Complex 40 (SLC-40) at Cape Canaveral Space Force Station, Florida. The booster will land on a drone ship in the Atlantic Ocean.

• Launch 22! Wednesday, 26th of February, at 7:00 p.m. ET, Falcon 9 Nova-C IM-2 & Lunar Trailblazer will launch from Launch Complex 39A (LC-39A) at Kennedy Space Center, Florida. The booster will land on Landing Zone 1 (LZ-1) at Cape Canaveral Space Force Station. This is the second mission of Nova-C lunar lander developed and built by Intuitive Machines. This time it carries a NASA payload called PRIME-1 (Polar Resources Ice Mining Experiment-1), which is to be the first demonstration of in-situ resource utilization on the Moon. PRIME-1 consists of two instruments: TRIDENT drill and Msolo mass spectrometer.

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■ THE BORING COMPANY:

- Video starting at the new Vegas LOOP Westgate station all the way to Resorts World. Video by TikTok u/heiscj (He Is CJ).

■ NEURALINK:

- Dr. Michael Lawton (@mtlawton) with Noland Arbaugh (@ModdedQuad) celebrating the 1-year anniversary of becoming the first Neuralink BCI patient. Per Michael, "Celebrating the 1-year anniversary of the first-in-man Neuralink surgery and 1st PRIME Trial patient, performed here at the Barrow Neurological Center. This brave pioneer paved the way for our other BCI patients & is helping us change the world."

■ STARLINK:

- The 4th Ground station and 2nd PoP in Africa is now live. This one is in Nairobi to help increase bandwidth capacity.

- In response to the Trump tariffs of 25% placed on Canada, Ontario Premier Doug Ford is canceling the $100 million Starlink deal for his citizens, and starting Tuesday and until the tariffs are removed, Ontario will ban American companies from provincial contracts. Per Doug, "We’ll be ripping up the province’s contract with Starlink. Ontario won’t do business with people hellbent on destroying our economy."

But just a s quickly as he said this, Justin Trudeau made a deal with Trump. So Doug quickly paused the cancelation of the Starlink deal. "If President Trump proceeds with tariffs, we won’t hesitate to remove American products off LCBO shelves or ban American companies from provincial procurement." Fun times...

- Starlink is now active on more than 500 planes worldwide.

- Botswana President Duma Boko met with the SpaceX Vice President of Starlink Lauren Dreyer (@laurendreyer06) and Director for Licensing Ben MacWillams at the Mission 300 Africa Energy Summit.

■ X:

- Since accelerating the matching process for images and videos, the majority of Community Notes have started showing on matching posts within ~90 seconds.

- Communities are now fully integrated across the platform. Community posts and replies are visible to your followers and other people on X. Everyone on X can reply to a Community posts, including non--community-members, but replies from Community members are prioritized.

■ xAI:

- Today during a Public Works committee hearing, the Memphis City Council placed a two week pause on a land sale of 13 acres to xAI. xAI offered up to $820,000 for this land even though the asking price is $482,000. It is to be used for a greywater plant xAI applied for last year. The land is directly between the xAI facility and the city’s T.E. Maxson Wastewater Treatment Plant.

Per xAI's Mark Carroll during a presentation on the Colossus facility, "It is the largest ceramic membrane wastewater facility in the world. The potential impact is solely positive. It reduces the demand on the aquifer and reduces any byproducts."

Mark stated xAI will wholly fund the plant’s $78.6 million construction. It could produce between 13 million and 14 million gallons of coolant daily. xAI would initially use about 2 million gallons per day for the current buildout. The TVA would use between 4 million to 4.5 million gallons a day, and Nucor Steel could use about 800,000 gallons a day. The remaining would be for future xAI expansion. If built, the greywater plant could save between 4.7 billion and 5.1 billion gallons of freshwater annually. Per xAI's

Per xAI's Brent Mayo (@BrentM_SpaceX) in an interview yesterday, "I work for a human that sustainability is one of if not the most important thing in the world, and so being able to preserve natural resources is something that we will always look to do, and he will always ensure that that’s a priority. And so when we go into it, it shows the community, etc. that we’re in, we are 100% vested into not taking away drinking water."

Nonetheless, the Memphis City Council committee voted to pause the vote on the proposed sale from what they said was due to a lack of transparency. Of note, the entire city of Memphis does not have a single greywater facility. If you would like to watch the hearing, the linkis in the sources section.

- The Grok app for Android is now available in Australia, Canada, India, Saudi Arabia, and the Philippines. US, UK, and Germany users can now pre-register.

- According to Aaron (@aaronp613), you will soon be able to upload files to Grok on X via the iOS app.

- You will soon be able to customize your grok experience on iOS X/Twitter version 10.79. H/T P4mui (@P4mui).

- P4mui also found that X is working on changing the UI of the video player to make it easier to like and comment.

■ ELON NEWS:

- Elon is now "White House Tech Support..." per his bio.

- Yesterday, CEO of EightSleep, Matteo Franceschetti (@m_franceschetti), shipped Pods to the DOGE team so they have a place rest and sleep onsite while they work. Per Matteo, "MISSION COMPLETED. The eightsleep Pods have been delivered to DOGE. I hope this will super charge Elon and the incredible team to shape the future of America. Let’s go!"

- If you want a great way to track what DOGE is doing, check out Connor Power's (@BITP0WER) doge-tracker.com. It is an easy to use and aesthetically pleasing site.

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Have a great day!

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■ SOURCES:

Tesla:

• https://www.teslarati.com/tesla-leads-vehicle-longevity-mileage-study-finds/#google_vignette

• https://asia.nikkei.com/Business/Energy/Tesla-to-supply-batteries-for-major-Japanese-power-storage-facility

xAI:

• Memphis City Council Meeting https://www.youtube.com/watch?v=9do7QtDiB8o

Elon Quote: https://x.com/elonmusk/status/1886847092888310231

3:01 PM · Feb 4, 2025