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5th of March, 2025

"Making govt waste an offer it can’t refuse..." - Elon Musk (@elonmusk)

■ TESLA $TSLA ($279.10, +2.60%):

- "A beautiful building that also makes beautiful products." Giga Texas by Tesla's Yun-Ta Tsai (@YunTaTsai1).

- Today, Tesla announced plans to build a third Megafactory! It will be in Brookshire, Texas, slightly west of the Houston/Katy area in Waller County. It will be a new 1-million-sqft facility in the Empire West Industrial Park and is expected to bring approximately 1,500 jobs to the area. Tesla will receive tax abatements from Waller County based on property improvements. The deal includes $44 million in facility improvements and $150 million in Tesla manufacturing equipment that Tesla will install. The next phase involves a new $31 million distribution facility with about $2 million in Tesla distribution equipment and building upgrades.

Stream Realty will oversee the construction of a new 600,000-square-foot distribution facility with some manufacturing capabilities. When completed, Tesla will occupy both buildings.

Per Waller County Economic Development Partnership Executive Director, Vince Yokom, "I want to thank Tesla for investing in Waller County and Brookshire. This will be a state-of-the-art manufacturing facility for their Megapack product. It is a powerful battery unit that provides energy storage and support to help stabilize the grid and prevent outages."

Tesla already has a distribution warehouse in Empire West where they store batteries and other items.

- Tesla announced Powershare Home Backup has been enabled for customers who have solar in their home's backup circuit enabling them to use solar energy to power their home and charge their Cybertruck during an outage. It has been enabled for customers who have a Backup Switch and are in an approved utility. For Powerwall owners, Powershare will be enabled for customers with Wall Connector 3 or Universal Wall Connectors in Q3 2025.

- Tesla will hold their first ever Recruitment Event in India for Sales Advisor. It will be held at the Jio World Convention Center in Mumbai. The positions are for the first Indian showroom opening at the Bandra Kurla Complex in Mumbai.

- Tesla posted about their 4D Cabin Radar imaging sensor. it is used to detect children's respiration through car seats and is now standard in new Model Ys, 3s, and Cybertrucks. It will be available via over-the-air updates for 2022 Model Ys and over. This is to prevent child heatstroke deaths.

- The new Model Y launch event in the Philippines. Per Tesla's Katie Lau, "I’m glad to have been part of the team supporting it. Working with the local crew was a highlight — great energy and a solid effort all around! Let's meet the New Model Y at Shangri-La Plaza from now until the 9th of March in Manila."

- Tesla Center Katowice, Poland. Pic by Tesla's Roxana K.

- MarcoRP (@MarcoRPi1) has discovered that Tesla will build 88 stall Supercharger Complex in Bakersfield, California. "Pre-permits were filed last month for the addition of 88 Supercharger stalls, as well as 18 Megacharger stalls in a vacant plot of land located right off interstate 5 on Kelton Way."

■ SPACEX:

- Starship Flight 8 has been pushed to tomorrow, the 6th of March. During today's restack something fell out of the engine bay. Keep in mind how large Ship is when viewing this. So, not that small. According to Starship Gazer (@StarshipGazer), a piece of the hot stage ring clamp detached. SpaceX has since lowered Starship 34.

- At Massey's Outpost, Super Heavy Booster 16 continued its cryo-testing. This gorgeous pic is by the great and powerful Carlos, the Starbase Surfer (@cnunezimages).

- Lots of news about the Giga Bay coming to Florida, but now that Starship 32 has been scrapped, all the equipment is being moved out of the High Bay at Starbase. Several welding robots, a turntable, and more have been seen leaving the structure. This will continue in the coming weeks, and expect the same from the Stargate building. Both structures are expected to be demolished for the new Giga Bay.

- Team members of Akkad Holdings LLC got to visit the SpaceX Liftoff Lounger at Kennedy Space Center in Florida. They even got up close and personal with Launch Complex 39A (LC-39A). Lucky!

- The remains of Falcon 9 Booster B1086 arrived at Port Canaveral today aboard Just Read the Instructions. After the successful launch and landing of mission Starlink 12-20, a fire in the aft end of the rocket damaged one of the landing legs and resulted in the vehicle tipping over and being destroyed. Pics for WAI (What about it!?) (@FelixSchlang) by John Winkopp.

- After deboarding, SpaceX's Logan Pierce (@_lpierce) turned around an took this pic of the SpaceX 737. "Not a bad commute, and not a bad-looking plane either."

- Carlos also got us this pic of Starship 37 inside the Starfactory.

Countdown to 180 (26 - Falcon 9, 0 - Falcon Heavy, and 1 - Starship):

  • Launch 28! Thursday, 6th of March, at 5:30 p.m. CT, Starship 34 Super Heavy Booster 15 (Flight 8) will launch from Orbital Launch Mount A at SpaceX Starbase, Texas. The booster will return to the launch site and caught by the Tower A. Starship 34 will do a soft splashdown in the Indian Ocean.

  • Launch 29! Friday, 7th of March, at 12:05 a.m. ET, Falcon 9 Starlink 12-21 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 30! Friday, 7th of March, at 7:09 p.m. PT, Falcon 9 SPHEREx & PUNCH will launch from Space Launch Complex 4E (SLC-4E) at Vandenberg Space Force Base, California. The booster will return to Vandenberg and land at Landing Zone 4 (LZ-4). Click here for a break down of the two small sats.

  • Launch 31! Sunday, 9th of March, at 9:13 a.m. ET, Falcon 9 Starlink 12-16 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 32! Sunday, 9th of March, at 11:39 p.m. PT, Falcon 9 Transporter 13 will launch from Space Launch Complex 4E (SLC-4E) at Vandenberg Space Force Base, California. The booster will return to Vandenberg and land at Landing Zone 4 (LZ-4).

  • Launch 33! Wednesday, 12th of March, at 7:48 p.m. ET, Falcon 9 Crew-10 will launch from Launch Complex 39A (LC-39A) at Kennedy Space Center, Florida. The booster will return to Landing Zone 1 (LZ-1) located at Cape Canaveral Space Force Station. Crew Dragon Endurance will take U.S Commander Anne McClain, U.S. Pilot Nichole Ayers, Russian Mission Specialist Kirill Peskov, and Japanese Mission Specialist Takuya Onishi to the ISS and replace Crew 9 members Nick Hague and Aleksandr Gorbunov and Starliner members Barry E. Wilmore and Sunita Williams. This is the tenth crewed operational flight of a Crew Dragon spacecraft to the ISS as part of NASA's Commercial Crew Program.

  • Launch 34! TBD, Falcon 9 Starlink 11-7 will launch from Space Launch Complex 4E (SLC-4E) at Vandenberg Space Force Base, California. The booster will land of droneship Of Course I Still Love You in the Pacific Ocean.

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■ THE BORING COMPANY:

- Vegas Revealed update on the Vegas LOOP.

■ NEURALINK:

- Here is the latest Neura Pod (@NeuraPod) by Ryan Tanaka (@RyanTanaka3). Ryan is extremely well versed in and a great resource on Neuralink. Worth a follow.

■ STARLINK:

- At the Mobile World Conference in Barcelona, Türkiye's Minister of Transport and Infrastructure, Abdulkadir Uraloğlu, stated the following. "We need to meet our needs through the right channels. If the conditions are met, we will license Starlink. However, we are not at that stage yet."

- SpaceX commented on the false reports by the MSM. SpaceX ha smade it clear that they are collaborating with L3HarrisTech, the FAA's prime telecommunications contractor, and the FAA itself to test Starlink as a component of needed infrastructure upgrades. This is alongside fiber, wireless, and other technologies, to address an aging system. They have no plans to "take over" any existing contract, which is mere fear, uncertainty, and doubt (FUD). To support this effort amid critical aviation safety concerns, SpaceX signed a loan agreement with L3Harris, providing Starlink kits and service at no cost for an initial testing phase. They are also working together to pinpoint where Starlink could offer a long-term safety upgrade.

- During a press conference yesterday, Ontario Premier Doug Ford clarified that Ontario is no longer working with Starlink as a retaliatory measure against President Trump's 25% Canadian tariff. Per Ford, "As part of this government-wide procurement ban, we’re going one step further. We’re ripping up Ontario’s contract with Starlink. It’s done, it’s gone. We won’t award contracts to people who enable and encourage economic attacks on our country." This deal was worth $100 million.

- Taiwan-based Wistron NeWeb, a supplier of routers and network devices for Starlink, announced a $30 million investment in its Vietnam subsidiary, Neweb Vietnam, as a long-term strategy. This follows an initial $60 million investment in 2020 for a facility spanning 11.3 hectares in Dong Van III Industrial Park, Ha Nam province. The additional funding, detailed in a Taiwan Stock Exchange filing, will support the subsidiary’s production of satellite and mobile communications products. This comes on the heels of Prime Minister Pham Minh Chinh directing Vietnamese authorities to urgently carry out pilot licensing for Starlink. Wheeling and dealing!

■ X:

- Cryptic pic by X's Dave Heinzinger (@dvyhnz) of X CEO Linda Yaccarino (@lindayaX) at a Conference. Dave only says, "In a word: momentum... Well done Linda and thank you Morgan Stanley."

- X Safety released the second Global Transparency Report. It covers safety enforcement from July to December 2024. This time period included over 28 national elections globally and the US Election. Link to the report is in the sources section. Key safety metrics improved significantly:

  • Total account violations dropped by 28%

  • 28% reduction in Platform Manipulation and Spam violations

  • Total content violations fell by 61%, primarily due to a 64% decrease in the same category from H1 to H2.

  • Non-Platform Manipulation and Spam reports declined by 19% between H1 and H2.

- The new Media Upload endpoint in X API v2.

■ xAI:

- Per Memphis Mayor Paul Young on the city's agreement to sell land for the xAI wastewater treatment facility, "The reality is, there are over $10 billion ... that has been invested in our city without a tax break," the mayor said. "So, for all of the challenges we have in our community — housing, transit, education — all of those things benefit from the tax dollars. The tens of millions of dollars, annually, that are generated by their project."

- The Android Grok Beta Tester App has a new update for the following:

  • The team has fixed a Google login problemen.

  • Fixed the top 5 crashes, resoled app not responding errors.

  • Setting now has theme options.

Remember, anyone can be a beta tester now. Click here. Follow these steps, but do it through Google Chrome desktop and follow these instructions:

  • Click Become a Tester."

  • Click "download it on Google Play."

  • Select your device and it will download.

■ DOGE:

- Last night, President Donald Trump highlighted DOGE during the Joint Session of Congress. He praised Elon’s efforts, "Thank you Elon. You’re working very hard. He didn’t need this. We appreciate it. Everybody here, even this side here appreciates it I believe, they just don’t want to admit that." Trump noted specific examples of wasteful spending identified by the DOGE, stating they have uncovered "hundreds of billions" in fraud, making it a key part of his agenda to reduce taxpayer waste and renew the American dream.

- Yesterday, National Institutes of Health (NIH) cancelled seven grants for transgender experiments on animals including:

  • $532K to “use a mouse model to investigate the effects of cross-sex testosterone treatment”

  • $33K to test “feminizing hormone therapy in the male rat”

- The DOGE Credit Card program has expanded to 16 agencies to audit unused/unneeded credit cards. After 2 weeks, ~146,000 cards have been de-activated. Prior to the start of the audit, there were ~4.6M active cards/accounts.

Estimated Savings: $105B

Amount Saved Per Taxpayer: $652.17

■ ELON NEWS:

- Elon receiving a standing ovation from the Republicans at the Joint Session of Congress. Democrats continue to smear Elon and the DOGE campaign. Many on the left held signs during the speech that read 'Musk Steals'... Steals what, exactly?

- Yesterday, U.S. District Judge Yvonne Gonzalez Rogers in Oakland, California, denied Elon Musk's request for a preliminary injunction to block OpenAI's transition from a nonprofit to a for-profit entity. The ruling states that Musk failed to demonstrate a likelihood of success or irreparable harm. She offered to expedite a trial for fall 2025 due to public interest.

- Today, Elon meet with Senate Republicans as Congress debates DOGE. H/T John (@teslaownersSV).

■ WAYS TO SUPPORT:

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Have a great day!

■ SOURCES:

Tesla:

SpaceX:

Starlink:

X:

xAI:

Elon News:

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