“As a result, Musk believes the SI business could catapult SpaceX's annualized revenue to somewhere between $500 billion and $1 trillion by the end of 2027.”
“Musk wants to have the world's most powerful AI training cluster online by mid-2027, consisting of 440,000 Nvidia Vera Rubin graphics processing units (GPUs).”
“Musk believes that figure could grow to 10 million tons in the future, particularly as space becomes the preferred destination for AI computing infrastructure.”
“On the earnings call, CEO Elon Musk said a merger with Tesla, his automaker, would be a "good idea," adding that the boards of both companies have formed special committees to discuss a…”
“Between infrastructure, cloud deals and paying users of the Grok AI models and products, Musk said on the call that annual recurring revenue by the end of next year will be between $500…”
“In order to understand the nature of the universe and all these fundamental questions, we must expand the scope and scale of consciousness”
“Elon Musk said that its Starlink connectivity business could generate “several hundred billion dollars a year.””
“Elon Musk said that Tesla and SpaceX are discussing a possible merger.”
“Elon Musk said that SpaceX will try catching Starship and its booster next month.”
“Do I think it would be a good idea? Yes.”
“We will need a 50% vote of all shares — not just those who vote — but of all shareholders, and that's quite a high hurdle.”
“On the Q3 earnings call, Musk said the space and artificial intelligence (AI) company plans to aggressively ramp up its AI infrastructure spending to deliver annual recurring revenue (ARR)…”
“However, he said the goal was to add 20 additional gigawatts and that there was a "non-zero possibility" of this happening.”
“CEO Elon Musk shocked many investors on SpaceX's third-quarter earnings call when he projected the company could end 2027 with annual recurring revenue (ARR) of between $500 billion and $1…”
“On the Q3 earnings call, though, he predicted SpaceX would end 2027 with around 13 gigawatts of compute capacity, with a long-shot goal of adding a massive 20 gigawatts of incremental…”
“three months later, Musk said that it could end 2026 with up to 3 gigawatts”
“Musk drew a distinction between Starshield and SpaceX's commercial Starlink service, saying the latter was intended for civilian or defensive purposes and could not be used for offensive…”
“Musk said the new Roadster will be the last vehicle the company produces that's intended to be controlled by a human driver.”
“This is not necessarily a safety-optimized car.”
“Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS.”
“They're autonomous, and they do not need servicing.”
“We are going to land a lot of tonnage on the Moon. We're going to build the factories on the Moon. The robots will be helpful with that.”
“Musk said Tuesday on the company's earnings call that AMD's AI chip rival had "the best architecture" and touted the close cooperation and partnership with Nvidia.”
“Musk told Baron Capital founder Ron Baron that he's building an artificial intelligence (AI) chip that will be "two to three times better than Nvidia" and at 10% of the cost.”
“I have the entire physical design of the chip laid out in memory -- I can visualize the whole thing.”