ELON CHRON: Your 24hr Musk Companies Update (Patreon)
Content
20th of June, 2025
"Won’t be long before only AI can judge AI for anything digital, then the ultimate judge is physics for anything made of atoms..." - Elon Musk (@elonmusk)
■ TESLA $TSLA ($322.14, +0.027%):
- Robotaxi invites have gone out! Your big creators and shareholders have been posting since early this morning. Make sure to check your inbox if you have not done so. You may be one of the lucky firsts to ride in the historic Robotaxi! The above invite is Joe Tegtmeyer's.
Items of note (H/T Sawyer Merritt):
The Robotaxi service runs between 6:00 a.m to 12:00 a.m., daily.
Must agree to Terms of Service, Rider Rules, Robotaxi Rider Privacy Notice, and Service Animal Policy.
Credit/debit card must be on file.
All rides are scheduled through the app anywhere in the geofenced area, excluding any airports. Map of the geofenced area is in the app.
Only those invited may download and use the Robotaxi App.
Tesla would like a star rating and feedback from the experience in the app.
- Today, Tesla signed a 4 billion yuan ($556.8 million) deal with Shanghai's local government and China Kangfu Leasing Co. for its first grid-scale Megapack project in China. Per Tesla China via Weibo, "Tesla has officially signed a deal for its first grid-scale energy storage project in mainland China. This advanced energy storage system will act as a "smart regulator" for urban power grids, dynamically balancing resources to ease pressure on city power supplies. It ensures safe, stable, and efficient electricity delivery. Once completed, the project is set to be China's largest grid-side energy storage facility."
- My latest drive around the Tesla Brookshire Megafactory construction site shows that the walls are up for the new distribution building... If you are confused, I am, too. I was expecting a large staging area, but apparently, that is not the case. From what I know, some stages of the manufacturing process will be done in here, with rest as a distribution area. The main factory is the DC next to this one, and the last time I was here, it was still full of batteries and some parts. This time, it was almost completely empty. So good progress in both areas.
- Stanwell Corporation's 300MW, 1200 MWh battery project at the Stanwell Power Station in Queensland, Australia, has started to receive Megapack 2XLs. This site will have 324 units, arriving from June through September, at up to 10 units per day. Installation and commissioning will occur from 2027, making it one of Queensland's largest batteries under construction.
- Today, Giga Shanghai held a Family Day event. Per VP Grace Tao Lin, "Shanghai Gigafactory hosted a heartwarming Family Day! Over 500 employees and families gathered for parent-child games, cooking, factory tours, and visits to the GIGA Museum. It was filled with laughter and endless surprises! Every child’s eyes sparkled with joy, brimming with happiness. This wasn’t just a reunion—it was a celebration of love and vitality in the Tesla family, fostering belonging and inspiring us to achieve greatness together." Pics by Grace.
- Tesla has streamlined Wall Connector installations for U.S. businesses, leveraging Certified Installers and mobile commissioning with Wi-Fi integration.
- Tesla has partnered with Electrify Expo (@ElectrifyExpo) for a 48-hour EV test drive program, starting at the Los Angeles festival this weekend. Attendees with a driver’s license and auto insurance can take a Tesla home for the weekend. The program aims to boost EV adoption by offering a no-pressure experience, targeting curious and skeptical consumers.
- Tesla Taiwan held their Model Y Launch event to a packed house. Launch Series edition Ys officially begins delivery today in the country. Tesla announced Taiwan is set to activate V4 Supercharging stations and will deploy over 120 Supercharging stations by the end of 2025. Pics by Tesla Taiwan HR Lead, Albee Li.
- In Canada, if you take delivery of a Model 3 before the 30th of June, you can get a year of free Supercharging!
- Tesla has introduced a monthly Extended Service Agreement (ESA) subscription in the U.S. for the S3XY lineup!
Model S ($125)
Model 3 ($50)
Model X ($150)
Model Y ($60)
Cybertruck support planned.
It extends coverage up to 4 years beyond the factory warranty or 50,000 more miles, whichever comes first. It covers most Tesla-manufactured parts for a $100 deductible per visit. Exclusions include the 12V battery, HV battery, drive units, bodywork, maintenance parts, accidents, modifications, and wear and tear.
Owners must enroll during the warranty period via the Tesla app under ‘Upgrades. ’Leased vehicles are ineligible, but purchased leased vehicles gain eligibility by late 2025, with used titled vehicles to follow. I just subscribed my Model Y!
- More FSD testing in Europe. This time it's the streets of Berlin.
- According to the Economic Times, Tesla plans to open their showrooms in Mumbai and New Delhi in July, and have already shipped Model Y RWDs from Giga Shanghai. launching in India with Model Y SUVs imported from its Shanghai factory. They claim Tesla has also imported Supercharger components, car accessories, merchandise, and spares from the US, China and the Netherlands.
- The Tesla Cybertruck account (@cybertruck) posted an X Article that highlights Tesla's HFS (Hard Freaking Stainless) alloy. HFS is a 3mm-thick, cold-rolled steel seven times stronger than typical automotive steel that is inspired by Elon's first principles approach. Outperforming 316L steel with pitting under 50 microns per decade, it resists corrosion and impacts, eliminating paint and earning a five-star NHTSA rating. Link in the sources section.
FLYOVERS (flight links in sources section):
Giga Texas: Joe Tegtmeyer (@JoeTegtmeyer), 20th of June, '25. Per Joe, Megapack 2 nearly finished. Walls continue to go up at Cortex 2. And there is new construction on the south end of the main factory!
Fremont Factory: MetGod, 19th of June, '25. Cameo Model Y testing at the track. Starlink Gateway complete. Outbound lot is full and busy. Tons of castings!
■ SPACEX:
- It's bad, but not as bad as it could have been. The latest flyover images of Massey's shows some extensive damage; the gantry, test stand, lots of piping. And that's just what we can from the air. Pics are by Jordan Guidry (@Jordanguidry6) for What about it!? (@FelixSchlang) and Interstellar Gateway (@interstellargw).
- A Local Notice to Mariners (NOTMAR) is in effect along the Rio Grande's U.S. side approximately 700ft from Massey's Test Site for debris.
- On the 16th, I reported on Gavin's (@tweetsiphotos) trip to SpaceX Hawthorne and him seeing a new Falcon 9 booster being prepped for shipping. Well, today it was spotted by @NASASpaceflight's live feed arriving at the McGregor, Texas, test site. It should go vertical soon and begin is testing campaign. It is thought to be B1097.
- NASA and SpaceX have indefinitely delayed the launch of Axiom Space's Ax-4 due to the leak in the Russian Zvezda module of the International Space Station.
- Yesterday, SpaceX Hawthorne hosted insurance brokers and insurers to have a firsthand look at the manufacturing processes. Per Erika F Thompson Sr VP at International Space Brokers, "What a great day yesterday at SpaceX HQ in Hawthorne, CA!! It’s amazing to look at SpaceX’s phenomenal processes. All employees truly have a love for what they do and they certainly do it right!" Pics by Erika.
Starbase City Commission Meeting:
Monday, 23rd of June, at 9:00 a.m. CT, at 39046 LBJ Blvd, Unit 02, Brownsville, TX 78521.
Countdown to 180 (75 - Falcon 9, 0 - Falcon Heavy, and 3 - Starship):
Launch 79! Friday, 20th of June, at 2:19 p.m. PT, Falcon 9 Transporter 14 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). This will be SpaceX's 14th dedicated rideshare flight to a sun-synchronous orbit with dozens of small microsatellites and nanosatellites for commercial and government customers.
Launch 80! Sunday, 22nd of June, at 1:47 a.m. ET, Falcon 9 Starlink 10-23 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 81! Wednesday, 25th of June, at 1:32 a.m. ET, Falcon 9 Starlink 10-34 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 82! Wednesday, 25th of June, at 12:33 p.m. ET, Falcon 9 Starlink 10-16 will launch from Launch Complex 39A (LC-39A0) at Kennedy Space Center, Florida. The booster will land on a drone ship in the Atlantic Ocean.
Launch 83! TBD, Falcon 9 Axiom Space Mission 4 (Ax4) will launch from Launch Complex 39A (LC-39A) at Kennedy Space Center, Florida. This will be the maiden flight of Crew Dragon C213, the fifth and final Crew Dragon spacecraft built by SpaceX. The booster B1094 will return to site, and land at Landing Zone 1 (LZ-1) at Cape Canaveral Space Force Station. Crew consists of Commander Peggy Whitson (United States of America), Pilot Shubhanshu Shukla (India), Mission Specialist Sławosz Uznański (Poland), and Mission Specialist Tibor Kapu (Hungary).
■ THE BORING COMPANY: N/A... boring.
■ NEURALINK:
- Neuralink's Principal Investigator, Dan Adams (@Dan___Adams) was at the BCI Society 2025 Conference in Canada where he presented for the "Building Consensus on implant targeting strategies for intracortical sensorimotor Brain-Computer Interfaces." Dan and his group highlighted the importance of precise implant site selection due to variable cortical geometry across individuals, noting that neuroanatomical markers alone are insufficient. The workshop reviewed methods like non-invasive neuroimaging (fMRI, MEG) and intraoperative neural recordings, fostering open discussion among experts in neuroimaging, neurosurgery, and neural engineering. Structured around motor control (speech, hand/arm), sensory BCIs, and clinical considerations, the session aimed to build consensus on effective BCI implant targeting. Pic by neurosock (@neurosock).
■ STARLINK:
- Clarus Networks facilitated the live broadcast of The Women’s Amateur Championship at Nairn Golf Club in Scotland using Starlink and LiveU for seamless multi-camera coverage. With limited on-site terrestrial infrastructure, eight Starlink terminals provided high-bandwidth, reliable uplinks across the course, eliminating the need for fixed fiber, mobile infrastructure, or traditional OB setups. Remote direction, commentary, and graphics were managed off-site in London, showcasing satellite-powered workflows' flexibility, speed, and resilience in overcoming remote production challenges.
- Last week, Televëda launched Starlinks in Tuba City, Arizona, for Navajo Nation's Western Agency and Black Mesa Chapter, expanding connectivity across the region. These installations have enable telehealth, cultural programming, virtual socialization, and critical services for elders, veterans, and rural residents. They are bridging the digital divide, enhancing access to care and community for rural, tribal, and high-risk populations. Televëda is a mental health platform used by public-health and community-based organizations to combat social isolation for vulnerable populations.
■ X:
- Linda Yaccarino (@lindayaX) and the X Team have wrapped up Cannes Lions. Per Linda, "An incredible week with the best team, most iconic creators, and innovative partners showing that X is the world’s culture signal!"
- This just might be our first view of the XMoney credit/debit cards. Pic is by X's Director of HR Operations & Global HR for xAI, Rina M Montalvo (@montalvo_rina).
- X Japan announced a new X Original for the 47th Horipro Vocal Scout Caravan. This is a male vocal audition by Horipro and Avex for males between the ages of 12 to 22. They are it seeking unique voices for a potential deal and debut under the +WHAX label. June 30th is the deadline to sign up. It will air sometime this fall.
■ xAI:
- According to Reuters, xAI extended the investor commitment deadline for its $5 billion debt sale from Tuesday to Friday due to "lukewarm demand", raising the yield on $3 billion in bonds and a $1 billion term loan from 12% to 12.5%. This has not been confirmed by Elon or any xAI representative.
- According to Elon, xAI's Colossus in Memphis is expanding with 110,000 Nvidia GB200 GPUs, bringing the total to 340,000 GPUs (150,000 H100s, 50,000 H200s, 30,000 GB200s, plus the new 110,000 GB200s). This makes it the world's largest AI training cluster.
Per xAI's Colossus Lead Brent Mayo (@BrentM_SpaceX), "xAI team doing xAI things!"
Per xAI's Head of HPC Andree Jacobson (@nmswede), "It's pretty cool what can be done with a GSD attitude and lots of dedication from all the people involved! Can't happen if you try to do things the same way it's usually done. We had to brake the mold, and make a new one!"
- It is being reported by the Daily Memphian that a truck storage lot owned by AIM Parking at 2979 Stateline Road West in Southaven is now a staging yard for Colossus 2. Energy equipment is already on site. It is only 4 minutes from the datacenter. This has not been confirmed by xAI.
- xAI's Android Lead, Attila Blenessy (@ablenessy) has stated one of their focus areas for Grok Android has been stability. Their biggest crash issue is now only affecting Android 9 and they are not able to reproduce this issue internally. Per Attila, "If you experience issues, don't hesitate to reach out."
■ DOGE:
Estimated Savings: $180 Billion
Amount Saved Per Taxpayer: $1,118.01
■ ELON NEWS:
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- The full Y Combinator interview with Elon and Garry Tan (@garrytan) has been posted.
- A wild story came out today about Trump's Director of White House Office of Presidential Personnel, Sergio Gor, being a Russian spy. Gor claims to have been born in Malta but the Maltese government has no record of this and there is a lot of evidence showing he may actually be Sergey Goryachev from Saratov, Russia. This is the same man who successfully convinced Trump to remove Jarred Isaacman (@rookisaacman) as his NASA Administrator nominee. He is also the one who created the Elon/Trump fallout and nearly ruined their relationship.
Elon has previously stated, "He's a snake." Today Elon said, "The plot thickens... He deliberately lied about where he was born on Federal forms. That’s a serious crime."
■ WAYS TO SUPPORT:
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Check out my linktree for all my socials and various ways to support: https://linktr.ee/serobinsonjr
REFERRALS:
Tesla: 3 free months of FSD or $400 Off Solar Panel Installation. ts.la/stephen746292
Starlink: Free Month for either Residential or Roam service! https://www.starlink.com/residential?referral=RC-3527509-65487-76
T-Mobile (Starlink Direct-to-Cell): $50 credit 45 days after you activate. Direct-to-Cell has dropped from $20 to $10 per month! https://share.t-mobile.com/stephenr-3419
SOFI (ARK Venture Fund): $25 worth of stock. SOFI is the only outlet the public can invest in Cathie Wood's ARK Venture Fund ($ARKVX). This ARK fund includes SpaceX, xAI, Tesla, X, and a ton of other major AI, Tech, and Bio companies. Of note, investing in the fund requires an initial $500. https://www.sofi.com/invite/invest?gcp=ecf25d1c-7bc9-4ee0-a407-a51849297288&isAliasGcp=false
Robinhood: Get a Free stock. https://join.robinhood.com/stepher-fcc938
Have a great weekend!
■ SOURCES:
FLYOVERS:
Giga Texas: Joe Tegtmeyer... coming soon.
Fremont Factory: MetGod https://www.youtube.com/watch?v=1GkiJHS8E3Q
Tesla:
SpaceX:
X:
xAI:
Elon News: