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ELON CHRON: Your 24hr Musk Companies Update (Patreon)
Content
20th of March, 2025
"That fresh breeze you feel is the wide open Overton Window..." - Elon Musk (@elonmusk)
■ TESLA $TSLA ($236.26, +0.17%):
- Cybertruck in Cairo, Egypt, at the Great Pyramids. Pic by Mizo Hassan
- Per FBI Director Dan Bongino (@FBIDDBongino), "Communication and transparency are my priorities. We work for you, the American citizen. Our teams are actively working on the Tesla incidents and the swatting incidents, along with our other responsibilities to keep the Homeland safe."
- Per Elon, "Tesla has ramped up security and activated Sentry Mode on all vehicles at stores."
- Per Charlie Cook, Business Development Executive at Segen, "Great morning at the Tesla Roadshow Leeds talking all things Powerwall. Tesla products are all live on the Segen portal for certified installs to order." Segen is the UK's largest solar PV, energy storage system, and EV charging solution distributor.
- Last night, over 80 Teslas were vandalized at a service center in Hamilton, Ontario, Damages including scratched paint and punctured tires. Repairs are estimated to be in the tens of thousands of dollars. The police are currently investigating the incident and are seeking public assistance for information or video footage.
- According to real estate development and investment company Vailog China, Tesla China has leased a 119,000 sqft warehouse within the Vailog Guangzhou Zengcheng Logistics Park, located in Guangzhou. It will be an exclusive regional auto parts distribution center for Tesla in South China’s Greater Bay Area.
- According to Tesla China VP Grace Tao Lin, the Autohome Research Institute released the "2024 Passenger Car New Car Quality Report" and Tesla ranked first in Quality for overseas domestic cars and overseas luxury cars.
- In a recent recreation of Mark Rober's "Wile E. Coyote-Style" self-driving test, a Cybertruck equipped with HW4 and running FSD v13.2.8 successfully avoided hitting the wall. In contrast, a Model Y with HW3 and FSD 12.5.4.2 was on a collision course with the wall.
- Today, approximately 3,086 workers at Giga Berlin signed a petition organized by the IG Metall union, demanding longer breaks and additional staff to support the upcoming production ramp of the redesigned Model Y. The petition, representing nearly a third of the plant's 11,000 employees, was presented to management during a works council meeting. Tesla did their own survey showing 80% of the 7,500 workers surveyed were satisfied with their jobs.
- Starting in June, Honda Prologue and Acura ZDX owners in the U.S. will gain access to Tesla Superchargers using the first Honda-approved NACS-CCS DC fast-charging adapter. The adapters will be available for purchase through authorized Honda and Acura dealers and Honda strongly recommends using only approved adapters to avoid damage, which would not be covered under warranty.
- The National Highway Traffic Safety Administration (NHTSA) issued a physical recall for 46,096 Cybertrucks covering vehicles produced from November 2023 to February 2025. This is due to a defect where the stainless-steel cant rail trim panel can delaminate and detach, increasing crash risk. Tesla identified the issue after receiving 151 warranty claims in January 2025 and will replace the cant rail assembly at no cost to owners.
- Today, Hargreaves Lansdown (HL) updated its platform to allow UK Tesla ($TSLA) shareholders to vote on North American shares, overcoming previous restrictions from CREST Depositary Interests (CDIs). UK account holders can now participate in Tesla shareholder meetings by accessing voting instructions in the "View shareholder meetings" section of their HL account, facilitated through HL’s partnership with Broadridge.
- Tesla Germany has upgraded 69 Supercharger locations (640 stalls) to V3 and/or V4 making its entire Supercharger network third and fourth generation Superchargers. They now have a total of 250 locations. Charging speeds are up to 250 kW.
FLYOVERS (flight links in sources section):
Fremont Factory: MetGod, 20th of March, '25.
Giga Nevada Semi Factory: Zanegler (@HinrichsZane), 19th of March, '25.
■ SPACEX:
- Not a lot of SpaceX news today, but we do have some great pics.
- At the Test Facility in McGregor, Texas, SpaceX did a test-to-destruction. Most likely a Raptor 2. Video from @NASASpaceflight's live feed.
- Yesterday, Super Heavy Booster 15 joined Booster 12 in the Rocket Garden as the first two booster caught by SpaceX Chopsticks. Pic by WAI's Jordan Guidry via (@FelixSchlang).
- New flyover images of the Flame Trench at Pad B by RGV Aerial Photography (@rgvaerialphotos).
- Carlos, the Starbase Surfer (@cnunezimages), was on fire today. First pic is Super Heavy Boosters 15 and 12. Next SpaceX tested the lifting system of the Chopsticks at Pad B. Demolition of the High Bay continues. And lastly we have Booster 16 still waiting at Massey's Outpost.
- Today, Starship Gazer (@StarshipGazer) spotted the first wall section for Pad B's Flame Trench.
Countdown to 180 (32 - Falcon 9, 0 - Falcon Heavy, and 2 - Starship):
Launch 35! Thursday, 20th of March, at 11:49 p.m. PT, Falcon 9 NROL-57 will launch from Space Launch Complex 4E (SLC-4E) at Vandenberg Space Force Base, California. This is the eighth batch of Starshield satellites for a reconnaissance constellation built by SpaceX and Northrop Grumman for the National Reconnaissance Office. The booster will return to Vandenberg and land at Landing Zone 4 (LZ-4).
Launch 36! Monday, 24th of March, at 1:42 p.m. ET, Falcon 9 NROL-69 will launch from Space Launch Complex 40 (SLC-40) at Cape Canaveral Space Force Station, Florida. This is a classified payload for the US National Reconnaissance Office. The booster will return to Cape Canaveral Space Force Station and land at Landing Zone 1 (LZ-1).
Launch 37! Monday, 24th of March, at 3:00 p.m. PT, Falcon 9 Starlink 11-7 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 38! Monday, 31st of March, at 11:00 p.m. ET, Falcon 9 Fram2 will launch from Space Launch Complex 40 (SLC-40) at Cape Canaveral Space Force Station, Florida. This is a classified payload for the US National Reconnaissance Office. The booster will return to Cape Canaveral Space Force Station and land at Landing Zone 1 (LZ-1). Fram2 is the world’s first astronaut mission to polar orbit. Named after the Norwegian polar research ship Fram, the Crew Dragon spacecraft will launch into a 90° circular orbit from Florida, making it the first human spaceflight to fly over Earth’s polar regions from low-Earth orbit. A cupola will be installed on the Dragon spacecraft to allow for Earth observation from at an altitude of 425 – 450 km.
■ THE BORING COMPANY:
0:00 / 0:36
- The Clemson Tigers (@ClemsonFB) were in Las Vegas for Business Week on Wednesday and got a special tour of the Vegas LOOP at the Las Vegas Convention Center.
- The Las Vegas police are stationed and protecting the Vegas LOOP. These particular units are at the Westgate Station. Video by Las Vegas Locally (@LasVegasLocally).
■ NEURALINK: N/A...
■ STARLINK:
- Per Stephane Palomba, Vice President Business Development at Network Innovations, "Another nice setup with our partner Mia, and more solid evidence about Starlink's capabilities in the Oil & Gas sector."
- Today, Giovanni Soccodato, Italy's Leonardo space division head, discussed Elon's growing influence in Italy's space sector highlighting a potential partnership involving Italian satellites and AI. Leonardo is looking at a collaboration with Starlink to boost Italy’s satellite capabilities, bridge the digital divide through the Italia a 1 Giga plan, and fortify military communications.
- Yesterday, SpaceX imposed a speed cap for Priority plan customers who exceed their monthly data allotment. They will reduce download speeds to 1Mbps and upload speeds to 0.5Mbps unless they purchase additional data blocks of 50GB for $25 or 500GB at a higher rate. This change eliminates the previous "Unlimited, Standard Data" access, splitting Priority plans into "Local Priority" and "Global Priority" tiers aimed at business users. SpaceX is notifying customers via email and updates on their website.
- Per Brian Nyakundi, Technical Sales Engineer at Phonex Technologies, "We recently completed a Starlink installation at Mwea Medical Centre, 1n Wanguru, Kirinyaga County, Kenya. We are ensuring high-speed, low-latency internet access to support essential medical services. With Starlink’s robust internet solution, Mwea Medical Centre can now provide enhanced healthcare services, improved patient care, and seamless medical operations."
- Today, Polish Defense Minister Władysław Kosiniak-Kamysz stated Poland has allocated PLN 323 million ($83 million) to purchase Starlink terminals and services from SpaceX to support Ukraine.
- The new Starlink Gateway at the Tesla Fremont Factory has been installed. I am not sure if the array is active yet. Flyover by MetGod is in the sources section.
■ X:
- "Late nights at the X lab..." Posted by X's Chris Park (@chrisparkX) last night.
- X Global Government Affairs (@GlobalAffairs) announced that contributors and raters for Community Notes across the Middle East and North Africa (MENA) is growing rapidly. No specific numbers given.
- X's Global Content Partnerships Lead Amy Elkins (@Elkins) shared the stage with Chief Marketing Office of the National Women's Soccer League Julie Haddon (@julietweets) at the SportsPro New York!
- In the Community Notes scoring system, Group Models help improve helpful note coverage on segments of the dataset where the primary models tend to identify fewer helpful notes. X is testing a change that would also allow Group Models to mark notes as Needs More Ratings. This has the potential to improve note helpfulness. X is testing it with one Group Model, and if it works they may expand to more.
Per X's Jay Baxter (jaybaxter), "Probably of notes flipping should be going down significantly after improvements we just shipped recently. One cause of flips is if the distribution of who rates a note dramatically changes after the note starts showing. With the visible proposed note previews, we can get a preview of what the note's future rating distribution will look like, which can enable us to prevent flips in those cases."
■ xAI:
- Per xAI founding member Toby Pohlen (@TobyPhln), "A few days before we announced xAI, Elon invited the founding team and our partners to Starbase. This is also where we agreed on our mission statement. In the evening we all had an amazing dinner together and talked about engineering until late. One of my favorite memories." Pic by Toby.
- Vercel and xAI have partnered to integrate xAI's Grok AI models (1, 2, and 3) into the Vercel platform. This will allow developers to access the models through Vercel accounts without additional signups. There will be a free tier and pay-as-you-go pricing featuring zero-configuration authentication, API keys, and environment variables.
- The Colossus Datacenter Infrastructure Team. Pic by X's Al Mc D (@almc_d).
- xAI will join a $30 billion AI Infrastructure Partnership (AIP) alongside Nvidia, BlackRock, and Microsoft to expand AI infrastructure in the U.S. The partnership aims to fund data centers and energy facilities to power AI projects. The group, which also includes GE Vernova and NextEra Energy for energy solutions, plans to mobilize up to $100 billion, including debt financing, to meet the growing computational and energy demands of AI applications like Grok.
■ DOGE:
Estimated Savings: $115B
Amount Saved Per Taxpayer: $714.29
- DOGE has cut seven small federal agencies, including the Federal Mediation & Conciliation Service (FMCS), which had a 9-story K Street tower for 60 employees, spent over 70% of its budget on waste, and misused taxpayer funds on oil paintings of staff, a luxury in-house gym, and $30,000 in employee anniversary trinkets.
- Today, Postmaster General Louis DeJoy warned Congress in a letter that the U.S. Postal Service (USPS) faces potential closures, delays, and disruptions without intervention. Challenges cited include renewing leases for 31,000 retail centers at higher costs and a $1 billion counterfeit postage issue. Per Louis, "The Postal Service is engaging in a historic level of transformational change and must do so while subject to a historic level of transparency, accountability, and communication. The specific efforts that I have engaged the DOGE team to assist us with have long been initiatives of the Delivering for America Plan designed to improve overall our operations, enhance the marketability of our products, and dramatically reduce cost and grow revenue."
■ ELON NEWS:
- Yesterday, Tahnoon Bin Zayed Al Nahyan, UAE's National Security Advisor and Deputy Ruler of Abu Dhabi, met virtually with Elon in Washington, D.C., to discuss using AI and advanced technology to develop government systems and strengthen the UAE's position as a global leader in digital innovation.
- Elon's DOGE office with the "late great Kekius Maximus" on the wall.
■ SUBSCRIBERS:
I am giving away the sold out Tesla Cyberbeast Trucker Hat ($50) for March! Like always, one random subscriber's name will be drawn at the end of the month. Good luck!
Also, if you are interested in getting Tesla products, you can support me by using my referral. You can get up to a $1,000 discount. Just click here: ts.la/stephen746292
SUPPORT and BUY a TESLA
Have a great day!
■ SOURCES:
FLYOVERS:
Fremont Factory: MetGod https://www.youtube.com/watch?v=2ZhJ3p2OCCE
Giga Nevada Semi Factory: Zanegler https://www.youtube.com/watch?v=iekWNvi5VsM&t=169s
Tesla:
Starlink:
xAI:
DOGE:
Elon News:
