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 21st of March, 2025

"I'd love to make airplanes, but I'm stretched pretty thin. I have like 17 jobs..." - Elon Musk (@elonmusk)

■ TESLA$TSLA ($248.71, +5.27%):

- Tesla All-Hands breakdown:

  • Production Milestones: Tesla has produced over 7 million vehicles globally, expects to surpass 10 million next year, and Model Y has been the best-selling vehicle on Earth for two years running, with Cybertruck leading as the best-selling electric pickup.

  • Future Vision: Tesla aims for a future of "sustainable abundance" driven by AI, robotics, and sustainable energy, where goods and services are limitless, and the environment thrives—highlighted by Optimus and autonomy.

  • AI: Cortex 1 is using 50,000+ GPUs (southend of Giga Texas). With Cortex 2 (current groundwork at the Campus Support facility at Giga Texas) they will be over 100,000.

  • Autonomy: Tesla predicts a fully autonomous future within five years, capable of 5x-10x greater usefulness via software updates, making self-driving 10x safer than human drivers. Cybercab will be produced every 5 seconds.

  • Optimus: Production begins this year for 5,000 units, with plans for 50,000 units by 2026. The "most sophisticated humanoid robot."

  • Energy: Megapack and Powerwall enhance grid stability, with over 90% of future global power expected from solar and batteries. The 4680 is now the world’s most efficient battery cells. Giga New York produced 160,000 NACS adapters.

  • DOJO: Dojo 1 is active in NY and Palo Alto, handling ~10% of the FSD training load. Dojo 2 is on the way and will be 10x better.

  • Workforce & Safety: Tesla remains the company of choice to work for. Injury rate is steadily declining. Robots and autonomy won’t replace jobs but will shift workers to managing fleets of machines.

  • Stock: Despite the market, Tesla’s future is "incredibly bright" due to Automation, AI, and Optimus, "Hang on to your stock."

  • Other: Possibility of bigger casting machines. "Let's do 50,000 tons." Tesla uses up to a 9,000 ton press currently.

- The first batch of Megapacks from Megafactory Shanghai has shipped and are heading to Australia!

- DriveSpark has reported that Tesla is preparing its supplier base in India, specifically the Tata Group companies, including Tata AutoComp, Tata Consultancy Services, Tata Technologies, and Tata Electronics. These firms are part of a network of over a dozen Indian suppliers, such as Samvardhana Motherson and Bharat Forge, collectively providing Tesla with nearly $2 billion worth of supplies in FY24.

- The Tesla Service Team in Liège, Belgium. Pic by Tesla Service Tech Aiob Guerrouj.

- Tesla has earned a spot in the Unstop Top 25 Dream Companies 2025 - E-School.

FLYOVERS (flight links in sources section):

■ SPACEX:

- Last night, launch 35 of Falcon 9 NROL-57 took place from Space Launch Complex 4E (SLC-4E) at Vandenberg Space Force Base, California. This is the eighth batch of Starlink Starshield satellites for a reconnaissance constellation built by SpaceX and Northrop Grumman for the National Reconnaissance Office. This was the fourth flight for the first stage booster B1088. It previously launched NROL-126, Transporter-12, and SPHEREx. The booster returned to Vandenberg and land at Landing Zone 4 (LZ-4). All satellites were deployed. With this launch, booster B1088 beat the fast turnaround record held by B1080 by nearly 4 days!

- Last night, Super Heavy Booster 16 left Massey's Outpost and returned to Mega Bay 1. Next the raptor engines will be installed and then he will head to Pad A's OLM to begin it's static fire campaign.

- SpaceX has installed a new Warp Pipe at the Starbase launch pad. New Plumbing crew has appeared from the Mushroom Kingdom and says it works great!

- Jed McCaleb, co-founder of Ripple and creator of XRP, has invested $1 billion of his cryptocurrency fortune into Vast to launch the Haven-1 space station into orbit of May 2026. He is also trying to secure a NASA contract to replace the International Space Station by partnering with SpaceX for launches and components. Not a lot of details, but it could be pretty cool.

- Yesterday dual Falcon Boosters were spotted at Port Canaveral. Great shot by Greg Scott (@GregScott_photo).

- Texas lawmakers Sen. Eddie Lucio Jr. and Rep. Alex Dominguez have introduced Senate Bill 2188 and House Bill 4066. Both bills would grant SpaceX, once Starbase is incorporated, the authority to close public beaches and roads near the launch site on weekdays for rocket launches and testing. Cameron County would retain control on weekends.

- Chun Wang (@satofishi) posted details on the final preparations for the Fram2 mission. They spent over three hours in the Dragon simulator running through the deorbit and splashdown sequence; their final simulation at the Hawthorne training center. SpaceX has pushed the launch date to March 31.The Falcon 9 this mission will be B1085. Crew Dragon C207 Resilience will carry them. The Fram2 icon is being placed on Resilience today and will soon be transported to Hangar X at pad LC-39A for integration.

Countdown to 180 (33 - Falcon 9, 0 - Falcon Heavy, and 2 - Starship):

  • 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:

- Las Vegas Metropolitan Police unit sitting outside of The Boring Company's Westgate Vegas Loop station. Security measures have been heightened around the Loop stations due to attacks and vandalism towards Teslas in Las Vegas and across America.

- Vice President Mid-Atlantic/Lecturer at Clemson University Aaron David Cullip posted the above pics of the P.A.W. Journey by Clemson Football and Las Vegas Convention and Visitors Authority - LVCVA at the Vegas LOOP. "Nothing like driving underground!"

■ NEURALINK: N/A...

■ STARLINK:

- Pakistan's Minister for Information Technology and Telecommunication, Shaza Fatima Khawaja, announced that Starlink has been granted temporary registration following directives from Prime Minister Shehbaz Sharif. With consensus from all security and regulatory bodies, Starlink received a No Objection Certificate (NOC), and the Pakistan Telecommunication Authority (PTA) will oversee compliance with fee payments and licensing requirements. Starlink’s formal launch is expected after the PTA issues a license within four weeks.

- On Tuesday, Augustin Kibassa Maliba, the Democratic Republic of Congo's Minister of Posts, Telecommunications, and Digital Economy, met with Starlink representatives in Washington to discuss expanding internet connectivity in the country. They are targeting rural areas where 70% of the population lacks access. They want to focus on connecting schools, health centers, and remote communities. They have agreed to develop specifications and secure operating licenses for the project.

- South Korean shipping companies are rapidly subscribing to Starlink to retain young sailors who have been leaving their jobs due to social isolation. The Korea Shipowners’ Association is planning a bidding process among distributors like SK Telink, KT SAT, and LG Uplus to secure lower costs by subsidies from the Ocean Together Foundation.

- Per Robert Cameron of the Texas Department of Public Safety, "There’s something truly special about being out in the vast expanse of rural Texas, hundreds of miles away from home—miles of farmland stretching to the horizon, bordering the Rio Grande River. And, here I am, surrounded by top-notch American-made gear that’s got my back and keeps our state secure.

Starlink—born from American innovation and SpaceX's relentless drive to pepper low-Earth orbit with satellites. It keeps me connected like I’m sitting at my desk in downtown Austin... That connectivity powers real-time UAS streaming and bolsters border security efforts across Texas, keeping everyone in the loop with pinpoint accuracy and zero delay.

Growing up in the ‘80s and ‘90s, I never imagined I’d be out here in the vast middle of nowhere, hopping on a crystal-clear FaceTime call with my wife and kids—no lag, no fuzz, just pristine resolution like they’re standing right in front of me, thanks to SpaceX. It makes being out in these remote stretches feel much closer to home."

- In a new initiative by the company Navarino called "Connecting Greece with the Future," Akis Temperidis from World Off Road traveled to the remote Greek region of Xiromero, home to Greece's largest oak forest. Akis installed a Starlink unit donated by Navarino in the remote village of Chrysovitsa that enabled electronic prescriptions at the local medical facility, and free internet in the village square. Akis also organized a seminar on local flora and a forest clean-up with school children.

■ X:

- Team Members the X Korea (@XKorea) and Singapore teams.

■ xAI:

- xAI's Attila (@ablenessy) has stated open testing for the Android Grok has been expanded. "If you saw "... full ..." should have open spots now."

- Grok is growing fast in India and they are a heavy Android using country. xAI is finally hiring and pushing for more Android devs. Application link is in the sources section.

- You can now ask Grok to edit images you upload. Previously it would only edit images it generated itself.

- India's IT Ministry is investigating X after Grok responded to user provocations with Hindi slang and abusive language, including an instance where X user asked, "Hey Grok, who are my 10 best mutuals?" After a delay, the user used a Hindi expletive. This prompted Grok to reply with the same expletive and the say "Chill out. I've figured out your '10 best mutuals.' Here's the list based on mentions.." The ministry is examining the factors behind the unfiltered response from Grok to determine why such language emerged and address potential content moderation issues. They sat it wa not on Unhinged Mode.

- xAI's Byron Hsu (@hsu_byron) at the Large Model Systems Organization(@lmsysorg) SGLang happy hour. "Just a bunch of inference geeks chilling together!"

■ DOGE:

- Elon's America PAC has opened an official DOGE Merch Shop.

- Today, Elon met with Defense Secretary Pete Hegseth at the Pentagon for over an hour on behalf of DOGE innovation and efficiency. A New York Times report cited anonymous U.S. officials that Elon was supposed to receive a 20-30 slide briefing on China war plans. Elon, Trump, and Hegseth said this completely false. Per Elon, "The New York Times is pure propaganda. Also, I look forward to the prosecutions of those at the Pentagon who are leaking maliciously false information to NYT. They will be found."

■ ELON NEWS:

- Elon's America PAC has created a petition in Opposition to Activist Judges. "Judges should interpret laws as written, not rewrite them to fit their personal or political agendas." Wisconsin registered voters receive $100 for signing the petition and $100 for each signer they refer. Sign here.

■ 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 the MISSION and BUY a TESLA

Have a great weekend!

■ SOURCES:

FLYOVERS:

  • Giga Texas: Joe Tegtmeyer... coming soon.

Tesla:

SpaceX:

Starlink:

xAI:

DOGE:

Elon News:

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