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12th of May, 2025

"The two fundamental scaling metrics of intelligence are useful compute per Watt and total Watts..." - Elon Musk (@elonmusk)

■ TESLA $TSLA ($318.38, +6.75%):

- Montana landscapes never disappoint! Tesla has started to deliver Megapack 2XLs to the Montana Glacier Battery Energy Storage System (BESS). This is a 75-MW battery system developed by BHE Montana expected to be operational by the end of 2025. It's designed to support the scheduling of renewable energy generation from BHE Montana's wind and solar facilities, adding to the stability of the Montana energy grid. The battery system will be interconnected with the Montana-Alberta Tie Line. Pics by Naomi Lodge, Assistant Project Manager.

- The U.S. National Highway Traffic Safety Administration (NHTSA) has requested Tesla to provide details on its planned paid robotaxi service in Austin, Texas, this June. They want to evaluate its performance in poor weather conditions, particularly in low-visibility scenarios like fog or sun glare.

- Viola Zhou, Tesla Head of Talent Acquisition in the APAC Region, along with her team hosted 43 university career service leaders from top institutions around the world for a special meet-up. Per Viola, "It was an inspiring day of open dialogue, mutual learning, and meaningful connection. We explored opportunities for deeper university collaboration, shared our approach to developing future talent, and gave our guests a firsthand experience of Tesla’s innovation and culture."

- Tesla battery supplier, Contemporary Amperex Technology Ltd. (CATL), is planning to raise up to $4.2 billion through a Hong Kong stock listing, potentially the largest IPO of 2025. They will sell 350 million shares at HK$37.80 each, a 14.29% discount to its Shenzhen closing price. Trading is expected to start on the 20th of May 20. The funds will support CATL’s global expansion, including a Hungarian plant and increased production for Giga Shanghai and Giga Nevada.

- Arthur (@ArthurFromX) posted new Tesla App features. It includes detailed Supercharger info, even if you are just near one. Info includes:

  • Time-of-day pricing.

  • Busy/wait times.

  • Which stalls are out of order.

  • A quick option to report issues.

- Georgia Power has started construction on its $700 million 765MW Megapack site for Bibb, Lowndes, Floyd, and Cherokee counties in Georgia, US. This projects includes the 128MW Robins BESS, 49.5MW Moody BESS, 57.5MW Hammond BESS, and 530MW McGrau Ford Phase I & II BESS. It is expected to be operational by May to November of 2026.

FLYOVERS (flight links in sources section):

  • Giga Texas: Joe Tegtmeyer (@JoeTegtmeyer), 12th of May, '25. Check out todays flyover, but also Joe's new permits video. Dozens have been filed that provide us a glimpse inside and out of the factory. From new production lines, replacing older production lines, preparing for new products, and more. Subscribe to Joe!

■ SPACEX:

- A new Local Notice to Mariners (LNM) shows the Flight 9 date has changed to the 21st of May. Launch time is between 6:30 and 8:34 p.m. CT.

- Saturday, Starship 35 (Flight 9) rolled back to Massey's for it's 2nd static fire campaign. Today we saw a full 60 second static fire that looked great. According to the road closure schedule, S35 will roll straight to the Launch Complex today.

- Also at Starbase today, Pad B got it's massive Launch Mount installed! Possibility that this will be a removable mount, therefore no welding to the legs. Per Zack Golden (@CSI_Starbase), "Just want to point out the lack of chamfered edges that are typically a good indication of weld preparation." Pics from @NASASpaceflight's live feed and @StarshipGazer.

- Friday evening launch 56 of Falcon 9 Starlink 15-3 took place from Space Launch Complex 4E (SLC-4E) at Vandenberg Space Force Base, California. This was the 14th flight for first stage booster B1081. It previously launched Crew-7, CRS-29, PACE, Transporter-10, EarthCARE, NROL-186, Transporter-13, and six Starlink missions. The booster landed on drone ship Of Course I Still Love You in the Pacific Ocean. 26 Starlinks were deployed.

- Early Saturday morning, launch 57 of Falcon 9 Starlink 6-91 took place from Space Launch Complex 40 (SLC-40) at Cape Canaveral Space Force Station, Florida. This was the 11th flight for first stage booster B1083. It previously launched Crew-8, Polaris Dawn, CRS-31, Astranis: From One to Many, IM-2, and five Starlink missions. The booster landed on drone ship A Shortfall of Gravitas in the Atlantic Ocean. 28 Starlinks were deployed. Of note, this was Fairing SN185's 30th flight. This was also the 250th Falcon launch from pad SLC-40!

- The first aft section test tank for next gen V3 super heavy boosters, B18.1 (or test tank 17) rolled out to the Massey's Outpost Friday night. Very sleek and clean, but did you see it? Heat Tiles!!! Pics are by Jack Beyer (@thejackbeyer) for NSF and @StarshipGazer.

- Starship 40 inside the Starfactory. The new bike path along Hwy 4 to the Launch Complex. Demolition progress on the High Bay. And a completed roundabout. Pic by Carlos, the Starbase Surfer (@cnunezimages). Subscribe to Carlos!

- The first of two massive horizontal tanks was unloaded at the Kennedy Space Center turn basin. Pretty sure it is for the tank farm for SpaceX's Starship Tower.

- Cisco executives met with the SpaceX executive leadership team at the Hawthorne facility last week. What do they having cooking? Cisco team included Jesse Ameli, Bill Gartner, Bobby Nabili, Raffi Apardian, and Rachael Lowe Driggs.

- On Friday SpaceX's Sergio Lara hosted the 5th grade class from J.T. Canales Elementary at Starbase. "These students didn’t come with privilege, but they came with passion. They didn’t walk through Starbase with fear or hesitation—they walked with wide eyes, sharp questions, and a fire to learn. You could see it in the way they listened, the way they pointed toward the sky, the way they whispered to one another: “One day, I’ll work here.” Ad astra per aspera—to the stars through difficulties. These students are the very embodiment of that."

- Last Thursday, Juan Pablo Rojas Viveros, an Aerospace Civil Engineer of the Chilean Airforce, held a meeting with SpaceX representatives under the Space Development Partnership. The discussions focused on strategic satellite project collaborations to establish Chile as a regional leader in the sector. They visited the future National Space Center (CEN), Chile’s commitment to science, technology, and international space cooperation. SpaceX’s Elena Pysher, Makena Fetzer, and Isabel Puelma attended.

Countdown to 180 (55 - Falcon 9, 0 - Falcon Heavy, and 2 - Starship):

  • Launch 58! Monday, 12th of May, at 5:00 p.m. PT, Falcon 9 Starlink 15-4 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 59! Monday, 11th of May, at 11:36 p.m. ET, Falcon 9 Starlink 6-83 will launch from Launch Complex 39A (LC-39A) at Kennedy Space Center, Florida. The booster will land on a drone ship in the Atlantic Ocean.

  • Launch 60! Wednesday, 14th of May, at 11:43 a.m. ET, Falcon 9 Starlink 6-67 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 61! Friday, 16th of May, at 6:00 a.m. PT, Falcon 9 Starlink 15-5 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.

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■ THE BORING COMPANY:

- New video by Westgate Resorts on their new Vegas LOOP station.

- Inside the Vegas Loop by photographer Thomas Hawk (@thomashawk).

■ NEURALINK: N/A...

■ STARLINK:

- Fortnite tourney at 36,000 feet via Qatar Air!

- Per Elon, "By enabling high-speed, low-latency and affordable Internet globally, Starlink will do more to educate and lift people out of poverty than any NGO ever."

- ScotRail has been trialing Starlink on six trains operating on the Inverness to Wick, Thurso, Kyle of Lochalsh, and Aberdeen services in northern Scotland for six months. This marks the UK's first for onboard passenger wi-fi. The publicly-owned operator, partnered with Clarus Networks, has equipped class 158 trains with Starlink to address long-standing connectivity issues in rural areas. Once complete, Starlink will expand to south of Scotland services, including West Highlands, Stranraer, Dumfries, and Borders routes. Business Minister Richard Lochhead noted improved passenger experience, while ScotRail's Scott Prentice highlighted potential for broader rural route implementation.

- Valour Consultancy forecasts that Starlink Aviation’s low-earth orbit in-flight connectivity service will connect over 10,000 aircraft by 2034, up from 2,000 commercial aircraft contracts secured since late 2022, including major airlines like United Airlines, Qatar Airways, WestJet, and Air France. The report highlights Starlink’s network performance on over 100 installed commercial aircraft, but notes competition from multi-orbit services by Intelsat, Panasonic Avionics, and Hughes Network Systems, which may serve routes Starlink struggles with due to regulatory challenges or its premium pricing.

■ X:

- X open up early alpha testing for their Android app rewrite. If you're interested in testing do the following and you may be selected:

- New images of the beta test for the Android X App by That Josh Guy (@thatjoshguy69). Here are some of the updates for the app per X's Fred Lohner (@FredLohner):

  • Version names should be accurate.

  • Shared articles in quotes display properly.

  • Improved how quoted text appears to maintain consistent spacing.

  • Upgraded the app’s caching system for better performance.

  • Community notes on quote posts now render accurately.

  • The app now gracefully handles certain network errors to prevent crashes.

  • Temporarily removed like animation since it was causing a perf regression. We'll add it back soon.

  • Haptic feedback on some video options.

  • You should be able to scroll on the composer to select communities if you are in a lot of them.

  • More entities in the notifications tab are now clickable.

  • When viewing your own profile we won't show you the followers you know since you already know.

  • Profile modules now load through a separate API call to ensure reliable delivery.

  • You can now see profiles from users who block you (matches production behavior).

  • Fixed a crash related to empty lists for notification permissions.

  • Fixed a crash related to invalid queries.

  • Community cards no longer take you to the for you page. They are disabled until community support is added into X Lite.

  • Haptic on like.

  • Fixes for FUTO keyboard.

  • Crasher fix on NTab.

  • Video controls on gallery player.

  • Inline actions on gallery player.

  • Better timeline refreshing.

- Aaron (@aaronp613) has found that X Money will have a debit card called the "X Card."

- Andrea Stroppa (@andst7) with X CEO Linda Yacarrino (@lindayaX).

■ xAI:

- Per Elon, "3.5 is still too rough around the edges. Needs another week or so. Grok 3.5 will reason much better from first principles, which includes being skeptical about taking a source’s own data about itself as being accurate."

■ DOGE:

Estimated Savings: $170 Billion

Amount Saved Per Taxpayer: $1,055.90

- Today, Secretary Chris Wright of the U.S. Department of Energy announced they completed 47 deregulatory actions, targeting consumer appliance standards, energy production limits, and DEI requirements, saving $11 billion and cutting 125,000 words from the Code of Federal Regulations.

■ ELON NEWS:

- Per Elon, "As we progress along the Kardashev Scale, energy harnessed on Earth will increase a hundredfold and will mostly be solar aka fusion aka starlight. Then energy harnessed will increase perhaps a billionfold if we make it to Kardashev II, with space solar power, and another billionfold if we harness the energy of our galaxy. What I’m saying is that there is a lot of upside potential!"

- "Been thinking about the fastest way to bring a terawatt of compute online. That is roughly equivalent to all electrical power produced in America today."

- "Excellent history show." Elon has recommended a new podcast History 102 with Rudyard Lynch and Austin Padgett.

- Elon's current username in Path of Exile 2 is Random9.

- Elon has been invited to a Saudi-U.S. investment forum in Riyadh, Saudi Arabia, on Tuesday. This coincides with President Trump’s Middle East visit. The forum will host CEOs from Blackrock, Citigroup, IBM, Boeing, Delta Airlines, American Airlines, United Airlines, and more.

■ WAYS TO SUPPORT:

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For May, I am giving away the new official SpaceX Insulated Stainless Steel Starlink Bottle ($40)! Like always, one random subscriber's name will be drawn at the end of the month. Subscribe here and Good luck!

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REFERRALS:

Have a great day!

■ SOURCES:

FLYOVERS:

  • Giga Texas: Joe Tegtmeyer

Tesla:

SpaceX:

Starlink:

DOGE:

Elon News:

History 102:

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