“I think we will have to build a Tesla Tera-fab…” – Elon Musk (@elonmusk)
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■ TESLA $TSLA $445.91, -3.54%):
– Here are the highlights from today’s Tesla Shareholder Meeting (Pic from Zack (@BLKMDL3)):
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Shareholders approved Elon Musk’s 2025 CEO Performance Award Plan with 75% voting in favor.
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Shareholders approved Tesla’s potential investment into xAI.
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Elon announced Tesla will build a 1 million unit Optimus production line at Fremont and a 10 million unit line at Giga Texas.
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Tesla announced Robotaxi service rollout in Miami, Dallas, Phoenix, and Las Vegas.
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No safety riders will be required in Austin by the end of 2025.
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Tesla will enable texting while using FSD and reduce attention monitoring strictness within the next one or two months.
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Cybercab production will begin in April 2026.
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A larger Optimus Gen 3 production line will launch in 2026.
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Tesla aims for $20,000 COGS per Optimus at scale.
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FSD records one crash per 4.92 million miles, compared to the US average of one per 700,000 miles.
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Tesla may construct a “Terafab” chip fabrication facility to meet demand.
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The Texas lithium refinery will start with 50 GWh capacity.
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Tesla will host its next shareholder meeting in a larger venue, such as an arena, accommodating thousands, thanks to @TeslaBoomerMama.
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Tesla is a few months from achieving unsupervised FSD.
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New Roadster unveiling is set for April 1, 2026, with production starting 12-18 months later.
– RoadOne IntermodaLogistics’s Tesla Semi participated in the Zero-Emissions Showcase + Ride & Drive event at Oakland Coliseum.
– Osaka Gas and Sonnedix are building a 30MW/125MWh Megapack site at a 38.7MW Sonnedix solar plant in Oita City, Kyushu, Japan. The Megapacks will be supplied from Megafactory Shanghai. Toshiba is performing engineering, procurement, and construction. Osaka Gas manages trading/optimization for dispatchable solar amid the Kyushu grid congestion. Commercial operation date is scheduled for November 2026.
– “Boca Chica to Mars“ by Carlos (@cnunezimages), the Starbase Surfer.
– Cybercab spotted on the road in California by Reddit u/wudapig.
– Robinhood CEO Vlad Tenev (@vladtenev) announced Robinhood’s uncapped 2% bonus on taxable and retirement transfers for portfolios holding at least one whole TSLA share. He ran a poll on X with results showing 82.9% of 18,967 voters favoring a 2% match. If you are planning to transfer and are opening a new account, click HERE and get between a $5 – $200 reward towards any stock. FYI: 99% will only get $5. Better than nothing I guess lol.
– Another shipment of Cybertrucks were spotted at Pyeongtaek Port in South Korea. Pic by @pindol252704.
– In Austrilia and New Zealand you can get up to AUD $1,500 / NZD $1,700 back when you install Powerwall 3.
– Tesla Chile is at Experiencia E2025 in Espacio Riesco from November 6th to 9th with the Cybertruck on display for the first time in Chile. Test drives for Model 3 and Y are available, and a Tesla Light Show will be held on November 7th at 6:00 pm CST involving over 150 vehicles. The event includes four test tracks, a Kids Zone, electric motorcycle shows, and a VIP lounge, with Tesla’s stand as the Main Pavilion. Pics by Nicolas Andrés Oviedo Santander, Tesla Chile Sales Advisor.
– Alexis (Jayme) Brunner, Tesla Recruiter and Scholarship Program Volunteer, at Brigham Young University – Idaho discussing career and internship opportunities with students. Per Adam Shifflet, a BYUI student in Advanced Vehicle Systems, “I found the info session very interesting and enjoyed learning about what sets Tesla apart in the industry! Tesla technicians have some incredible opportunities, and must be some of the best trained in the industry! EVs are only going to become more common, and skilled technicians are only going to become more relevant! These cars are incredible machines! A huge thank you to Alexis (Jayme) Brunner for the information she shared! I am certain I am not the only student here who was impressed and intrigued by her presentation!”
– The 530MW McGrau Ford BESS facility is the largest among four battery sites that total 765MW via the Georgia Power Company’s 2022 IRP and 2023 IRP update. The site divides into two phases featuring a 2-hour and a 4-hour discharge. The medium-voltage transformers will step up the 480V output from the Megapack to 34.5kV, which will be stepped up to 230kV by an on-site substation. Pics by Graeme Jones, Senior Engineering Analyst at Southern Company.
FLYOVERS (flight links in sources section):
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Fremont Factory: MetGod, 6th of October, ‘25.
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Giga Nevada LFP Battery Factory: Zanegler (@HinrichsZane), 5th of November, ‘25.
■ SPACEX:
– Per Elon, “SpaceX team is incredible. All done without AI so far, even Starship. With AI, I can’t even imagine the possibilities.”
– Yesterday, launch 146 of Falcon 9 Starlink 6-81 took place from Space Launch Complex 40 (SLC-40) at Cape Canaveral Space Force Station, Florida. This was the fifth flight for first stage booster B1094. It previously launched Ax-4, Crew-11, NG-23, and a Starlink missions. The booster landed on drone ship Just Read the Instructions in the Atlantic Ocean. 29 Starlinks were deployed.
– Today right before the Tesla Shareholder Meeting, launch 147 of Falcon 9 Starlink 11-14 took place from Space Launch Complex 4E (SLC-4E) at Vandenberg Space Force Base, California. This was the eighth flight for first stage booster B1093. It previously launched SDA T1TL-B Tranche 1, SDA T1TL-C Tranche 1, and five Starlink missions. The booster landed on drone ship Of Course I Still Love You in the Pacific Ocean. 29 Starlinks were deployed.
– Things are getting serious are the Starbase Launch Complex. Palms are planted. Screenshots from Shaun Gisler (@lifeatstagezero).
– Starship 39’s Transfer Tubes were spotted leaving the Starfactory today. More progress in the assembly of the first V3. Pic via Lab Padre’s (@LabPadre) live feed.
– Per Elon, “I do want to try to figure out some way for Tesla shareholder to participate in SpaceX. I’ve been giving a lot of thought to how to give people access to SpaceX stock; Maybe at some point SpaceX should become a public company despite all the downsides of being public.” FYI, it will never happen. Not worth the risk.
– A new Falcon 9 booster is vertical for testing at the McGregor Test Facility. Possibly B1099 or B1101. Pic via NSF (@NASASpaceflight) live feed.
Starbase City Commission Meeting (Located at The Hub, 39046 LBJ Blvd, Unit 2, Brownsville, TX 78521):
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City Commission Regular Meeting, November 19, 2025 7:00 PM
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City Commission Regular Meeting, December 17, 2025 7:00 PM
Countdown to 180 (142 – Falcon 9, 0 – Falcon Heavy, and 5 – Starship):
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Launch 148! Saturday, 8th of November, at 3:30 a.m. ET, Falcon 9 Starlink 10-51 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.
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Launch 149! Monday, 10th of November, at 10:18 a.m. PT, Falcon 9 Transporter 15 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. SpaceX’s 15th dedicated rideshare flight to a sun-synchronous orbit with dozens of small microsatellites and nanosatellites for commercial and government customers.
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Launch 150! Monday, 10th of November, at 5:12 p.m. ET, Falcon 9 Starlink 6-87 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.
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Launch 151! Thursday, 13th of November, at 5:35 p.m. ET, Falcon 9 Starlink 6-89 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.
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Launch 152! Friday, 14th of November, at 4:12 p.m. ET, Falcon 9 Starlink 6-85 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.
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Launch 153! Sunday, 16th of November, at ??? PT, Falcon 9 Sentinel-6B will launch from Space Launch Complex 4E (SLC-4E) at Vandenberg Space Force Base, California. The booster will return-to-site (RTS) and land at Landing Zone 4 (LZ-4) at Vandenberg. The Sentinel-6 Michael Freilich (launched November 2020) and Sentinel-6B make up the Sentinel-6 mission, also known as Jason Continuity of Service (Jason-CS), which is a partnership between NASA, NOAA, ESA, and EUMETSAT. This mission continues the long-term global sea surface height data record begun by first Jason satellites in 1992.
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Launch 154! Tuesday, 18th of November, at 6:00 a.m. ET, Falcon 9 Starlink 6-94 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.
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Launch 155! Wednesday, 19th of November, at 2:00 p.m. PT, Falcon 9 Starlink 11-30 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.
■ THE BORING COMPANY:
– At the Boring Factory in Bastrop, Texas, TBC will host Demo Day 2025 on November 20th. They need mechanical, electrical, and software engineers, as well as production professionals like machinists, mechanics, electrical technicians, and welders. This an invite only event, so if you are interested, register HERE.
– Jesse Unke, a member of the Regional Transportation and Infrastructure Committee for the Greater Vancouver Board of Trade, attended the SEMA automotive show in Las Vegas and was blown away by the TBC’s Vegas Loop. “I’m a huge tunneling nerd, and the engineering and innovation that has gone into this infrastructure for a new form of transportation for Las Vegas is impressive.“
– The Nashville Metro Convention Center Board is going to Las Vegas to gather more information on how the Music City Loop will work. During a meeting on Wednesday morning, the authority board discussed whether or not they need to visit the Las Vegas Loop. Their reasoning for going is so they are able to explain to people how the tunnel will work, rather than what they have been told or seen through renderings and videos.
■ NEURALINK:
– “Neuralink and ALS – Building Neural Interfaces to Restore Autonomy”! Thursday, 6th of November, at 8 p.m. ET. YouTube Live link HERE.
■ STARLINK:
– Today, EchoStar Corp entered into an amended definitive agreement to sell its full unpaired AWS-3 spectrum license portfolio—nationwide licenses in 3GPP Band 70n (1695-1710 MHz uplink)—to SpaceX for approximately $2.6 billion in SpaceX stock valued as of September 2025. This builds on the prior September agreement. The transaction will enable SpaceX to deploy the next-generation Starlink Direct to Cell constellation using the AWS-3 spectrum alongside AWS-4 and H-block licenses, while allowing EchoStar to pursue new business opportunities and accelerate direct-to-cell services for Boost Mobile customers and global enterprises via combined spectrum and SpaceX’s satellite capabilities.
– The International Airlines Group (IAG) announced a partnership with SpaceX to deploy Starlink across its member airlines including British Airways, Aer Lingus, Iberia, Vueling, and Iberia Express. Installation will start in 2026 on 500 of its 600 jets, with the remaining older aircraft slated for replacement by equipped models. It will be available for free to passengers on British Airways, Aer Lingus, and Iberia routes but requiring an additional fee for Vueling and Iberia Express low-cost services.
– Today, the BT Group of the UK announced a partnership with SpaceX to deliver Starlink to rural and remote UK areas where fixed-line infrastructure proves economically or geographically unviable. The service will target eligible BT and EE customers in hardest-to-reach locations. The program will launch in the latter half of 2026. You can register your interest HERE.
– Damien Innes, Sr Partnerships Manager at SpaceX, announced a partnership between Starlink Direct to Cell and Beeline Kazakhstan to deliver satellite-based cellular connectivity to individuals in Kazakhstan’s most remote areas, allowing seamless phone and internet access without traditional infrastructure.
■ 𝕏:
– X Global Government Affairs (@GlobalAffairs) announced X funded the legal defense of the UK’s Tommy Robinson who was acquitted of all charges under the UK Terrorism Act after refusing to surrender his cellphone data, including journalistic sources, during a detention where authorities demanded full access. The judge declared the detention unlawful, determining that Robinson had been targeted due to his political views. This ruling represents a significant win for free speech in the UK, countering authorities’ efforts to prosecute citizens for social media activity, with X affirming its commitment to defending such rights.
– X Middle Eeast & North Africa (@XMENA) announced its second-year partnership with Monshaat, the Saudi General Authority for Small and Medium Enterprises, at the Bib’an Global Entrepreneurship Forum. This partnership is to accelerate small and medium-sized business growth across Saudi Arabia. The collaboration equips Kingdom-based businesses with X’s tools to enhance customer connections, brand development, and measurable outcomes, reinforcing X’s drive to bolstering Saudi Arabia’s SMB sector.
■ xAI:
– 3, 4, 5, 6, 7…
■ ELON NEWS:
– “If civilization drops below the tech level needed for interplanetary spaceflight before making life multiplanetary, that could be the end of consciousness... If America falls before consciousness beyond Earth is self-sustaining, it is game over maybe forever.”
– “Given that far more electricity is accessible on a distributed vs centralized basis, AI edge compute on Earth’s surface will probably be >90%. Serious AI scaling that actually registers on the K2 level at all must of course be done in space. Btw, the word “token” is not as good as “bitstream” imo and AI should be measured in terms of file size, rather than parameter count, as the physical constraints are memory, bandwidth and operations.”
Thanks for reading! As always, if you have any questions, feedback, or would like point out an error in the reporting, please do so in the comments.
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For October, and exclusively for X subscribers, I am giving away the new SPACEX TUMBLER ($35)! Like always, one random subscriber’s name will be drawn at the end of the month. Join the likes of Elon himself and
Have a great day!
■ SOURCES:
FLYOVERS:
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Fremont Factory: MetGod
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Giga Nevada LFP Battery Factory: Zanegler
Tesla:
SpaceX:
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Starlink Mission 6-81
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Starlink Mission 11-14
The Boring Company:
Neuralink:
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Neuralink and ALS – Building Neural Interfaces to Restore Autonomy:
Starlink:
Elon News:
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Elon Quote: From the Tesla Shareholder Meeting…