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26th of March, 2025

"Turns out the Financial Times can’t do finance..." - Elon Musk (@elonmusk)

■ TESLA $TSLA ($272.06, -5.58%):

- Today a the Capital Hill Robot Symposium, Optimus was on hand for lawmakers to see and interact with. Video by DJ (@congressdj).

- Yesterday, Tesla visited with City of Austin officials and the Texas Department of Transportation to give them first hand experience with Cybercab and the new Model Y automation. "Thanks to Austin City & Texas DOT for hosting & supporting our efforts to unlock safe & low-cost premium point-to-point electric transport." Tesla is on track to start testing Cybercab ride hail service in June for Downtown Austin.

Per Tesla's Cybercab Lead Engineer Eric (@EricETesla), "Exciting day talking about Robotaxi with critical operational stakeholders. Thanks again to officials at Austin Transportation and Texas DOT for organizing these AV Exhibits."

Per Tesla's Ryan Torres (@RyanTorresTesla), "Hi 👋 to anyone that doubted us launching Cybercab. Starts this June thanks to Austin City & Texas DOT. The future is autonomous."

- Tesla at the Electrify Expo in Orlando, Florida.

- On the 2nd of April, Tesla is expected to release their Q1 production and delivery results at 8:30 a.m. CT. Street expectations are deliveries of ~360k.

- Tesla announced that approximately 250,000 vehicles have been delivered across the UK.

- Per Zhang Yu of the State Grid Shanghai Municipal Electric Power Company, "The large-scale application of new-type energy storage systems like Megapacks will strengthen grid stability, security and economic efficiency, contributing to the green transition of the energy structure."

- Tesla and Army works well together.

FLYOVERS (flight links in sources section):

■ SPACEX:

- Space Launch Delta 45 (@SLDelta45) posted this pic of Crew Dragon Freedom after unloading at Cape Canaveral Space Force Station for refurbishment.

- Cybertruck at Starbase. The Deluge pipes are being installed on the new OLM for Pad B. The new roundabout has made a lot of progress. New Steel Plates were added to the Tower A. Awesome pics by Carlos, the Starbase Surfer (@cnunezimages).

- This Friday, the 28th of March, at 5:30 p.m. ET, the Fram2 crew will hold am X Spaces to their upcoming mission. Link in sources section.

- The first wall segment of the High Bay was removed today. Video by @NASASpaceflight.

Countdown to 180 (34 - Falcon 9, 0 - Falcon Heavy, and 2 - Starship):

  • Launch 37! Wednesday, 26th of March, at 3:11 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! Sunday, 30th of February, at 3:16 p.m. ET, Falcon 9 Starlink 6-80 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 39! Sunday, 30th of March, at 5:23 p.m. PT, Falcon 9 Starlink 11-13 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 40! Monday, 31st of March, at 9:47 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.

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■ THE BORING COMPANY:

- Lots of pics from the Not-a-Boring-Competition today.

  • TUM Boring

  • The Diggeridoos

■ NEURALINK: N/A...

■ STARLINK:

- Today, Vietnam's government announced a decision to allow SpaceX to launch Starlink on a trial basis, with no limit on foreign ownership. This is a 5 year pilot, lasting until December 31, 2030. The trial permits SpaceX to offer fixed and mobile service plans nationwide, including on flights, capped at 600,000 subscribers.

- Per Writer Cezary Podkul as he moves along the Thailand/Myanmar border... "Still going through the Open Source Intelligence from my recent trip to the Thai-Myanmar border. Below are some close-up images of the rooftops of various buildings in KK Park, Thailand. Based on images released by Thai police in recent raids they appear to be Starlink receivers for internet connectivity."

■ X:

- X's global ad sales are estimated to hit $2.26 billion for 2025, up 16.5% YoY. Ad Rev is expected to reach $1.9 billion this year, up from $1.87 billion in 2024, $1.31 billion will come from US advertising sales, up 17.5%. This will be X's first year of ad revenue growth since 2022.

- X Middle East & North Africa (@XMENA) posted that Al Rajhi Capital's brand awareness campaign on X achieved 7.4 million impressions, 2.7K pre-roll views, a 44.96% pre-roll view rate (exceeding the 30-35% industry average), and a $0.008 CPPRV, demonstrating cost-effective engagement in the financial sector.

- X has posted it supports the TAKE IT DOWN Act (S. 146/H.R. 633), a federal standard to criminalize non-consensual intimate imagery and exploitation of minors. This aligns with X's Non-consensual Nudity Policy that prohibits sharing explicit content without consent. The Policy has resulted in 115,128 reports, 103,542 account suspensions, and 300,311 post removals in 2024. X specifically commended Senators Ted Cruz and Amy Klobuchar, and Representatives Maria Salazar, Dean, Deb Dingell, Pfluger, Buchanan, and Stacey Plaskett for their leadership.

■ xAI:

- xAI filed for a permit to operate 15 gas turbines 24/7 at its Colossus Memphis site, starting June 8, 2025, through June 8, 2030. The permit application was filed in January 2025 by CTC Property LLC, an xAI affiliate, with Shelby County Department of Health. The turbines were intended as temporary but now are planned for long-term use. Environmental groups and residents are criticizing lack of transparency and xAI’s impact on South Memphis air quality. Of note, xAI has brought in at least 40 Megapacks with plans for more.

- Grok is now integrated into Telegram. This is Grok’s first embed into another social platform besides X. It is being offered as a Telegram Premium users exclusive.

■ DOGE:

Estimated Savings: $130 Billion

Amount Saved Per Taxpayer: $807.45

- Yesterday, agencies terminated 113 wasteful contracts with a ceiling value of $4.7B and savings of $3.3B, including a $145K USDA consulting contract for “Peru climate change activities”.

- President Trump signed an Executive Order enabling the U.S. Treasury to modernize its payments system, in order to reduce waste, fraud and abuse. This includes:

  • Elimination of all of the 47 “independent” payment systems and centralizes it.

  • Makes use of the Do Not Pay list of fraudulent entities mandatory.

  • Shares data within the government for fraud detection.

  • Checks that funds are available within the budget before paying.

  • Requires budget IDs and EINs.

- Today, the Department of Labor canceled $577M in “America Last” grants for $237M in savings, including:

  • $10M for "gender equity in the Mexican workplace".

  • $12.2M for "worker empowerment in South America".

  • $6.25M for "improving respect for Worker's rights in agricultural supply chains" in Honduras, Guatemala, and El Salvador.

  • $5M for "elevating women's participation in the workplace" in West Africa.

  • $4.3M for "assisting foreign migrant workers" in Malaysia.

  • $3M to "enhance social security access and worker protections for internal migrant workers" in Bangladesh.

  • $3M for "safe and inclusive work environments" in Lesotho

■ ELON NEWS:

- According to Press Secretary Karoline Leavitt, Elon has offered his technical experts to investigate how journalist Jeffrey Goldberg's number was inadvertently added to the official Signal chat on Yemen air strikes.

- UK's Royal Society has decided not to take action against Elon after thousands of scientists expressed concerns over his membership.

■ WAYS TO SUPPORT:

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Have a great day!

■ SOURCES:

FLYOVERS:

SpaceX:

X:

xAI:

Elon News:

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