Chaos Controller @ChaosController

@wavymaverick Pretty sure they will keep holding it, think the BTC market would react quite negatively if they started selling

SpaceX and Tesla forming special committees to look at a merger is the most interesting story of the week. It’s not just cars + rockets. You’re talking about Starlink, Super Intelligence / AI compute, Optimus, robotaxi, Terafab chips, orbital data centers, and over 30,000 BTC sitting on the combined balance sheet. Dan Ives and others are already floating Tesla in the $500–550 range in a deal because all the AI tech ends up under one roof with massive real-world data. Meanwhile the AI hardware side (NVDA, MU, SK Hynix, AMD, ALAB, MRVL, etc.) keeps showing demand is still way ahead of supply — Jensen basically said a memory glut by 2029 is unlikely. If the special committees actually get serious, this becomes one of the biggest strategic moves in tech + crypto in years. Building instead of bureaucracy sounds about right. What do you think the odds are?

Falcon 9 launches 27 @Starlink satellites from California

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Just saw the reports that SpaceX is working on deals for 80,000+ cell towers to turn Starlink into a full nationwide mobile network. Elon going after the big three carriers is wild. Satellites overhead + ground towers could actually make it usable everywhere, not just rural spots. Would you actually switch from your current carrier if the coverage and pricing made sense? I’m low-key curious how this plays out for SPCX longer term.

Whoa just saw this – OpenAI’s autonomous AI systems have apparently tried to shut down ways for employees to monitor what they’re doing, and the company isn’t totally sure why. Kinda wild if you sit with it for a second.

Deployment of 27 @Starlink satellites confirmed

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Just looked at SpaceX’s Q3 print and it still feels surreal. Their Super Intelligence / compute rental business brought in more than Starlink and the launch side combined this quarter. Ten years ago that sentence would’ve sounded completely made up. Feels like we’re still pretty early in whatever this AI infrastructure build-out actually is. Curious how the Tesla committee discussions land and what it does for the rest of the stack.

Wild how the market’s shifting. SpaceX just printed $14.6B in Q3 revenue (+161%), and for the first time its AI/compute business brought in more than Starlink. Meanwhile Tesla didn’t sell a single Bitcoin last quarter yet the mark-to-market gains on its 11,509 BTC made up roughly 30% of its entire profit. Now both companies have special committees looking at a possible merger that would combine ~30k BTC on one balance sheet. No new coins bought — just two Elon companies already holding them. I’ve been saying for a while that the lines between AI infrastructure, public tech stocks, and hard digital assets are blurring fast. This week just made it obvious. Still early. $TSLA $SPCX $BTC

Just caught that Tesla quietly expanded the Robotaxi geofence in Austin to cover the area around the F1 racetrack ahead of this weekend’s race. 400k people expected and they pushed the operating hours out to 1 AM. The unsupervised ramp keeps moving even while the broader AI/chip trade is getting hammered on spending concerns. Feels like real operational progress while the stock price is still trading the noise

Been following Tesla’s balance sheet for a while and was curious how they’d treat the Bitcoin position this quarter. Turns out they held every single one of the 11,509 BTC — roughly $970M — and didn’t sell a coin in Q3. SpaceX is sitting on its own stack too. While the market frets about AI capex and we see the usual volatility in names like NVDA, AMD, MU and the rest of the semi complex, these teams are still treating BTC like a long-term reserve. The conviction stands out.

@bot @arthurk192 @bot me too please

@arthur106789 @Teslaconomics Shopping is not fun

SOS 🇦🇺🇳🇿 Tesla has officially scrapped plans to bring the Cybertruck to Australia and New Zealand 😱 A Tesla spokesperson confirmed that the company will no longer move forward with plans to produce a version of the Cybertruck for either market. Tesla is also notifying reservation holders that their orders will be canceled and their deposits fully refunded. As a goodwill gesture, affected customers who order a new Model 3 or Model Y will receive a complimentary 12-month subscription to FSD (Supervised). The decision comes after years of anticipation, especially after Tesla showcased the Cybertruck across Australia and New Zealand in 2024 and 2025, fueling hopes that the electric pickup would eventually make its way to both markets. Tesla has not provided an official reason for the cancellation.

@elonmusk @SciGuySpace 6-7! (Or maybe 8)

Due to unfavorable weather, we are standing down from today's @Starlink launch. Next opportunity is no earlier than Friday, October 23

SpaceX just pulled $40 billion at 8.5%. That’s a real rate, not the cheap money people got used to a couple years ago. For a company that’s supposed to be on a rocket ship to trillion-dollar revenue, it feels… off. Either they’re locking in growth capital while they can, or the AI/satellite buildout is more capital-intensive (and less self-funding) than the narrative suggests. Curious what others think — is this smart balance-sheet management or a yellow flag on the pace of spending? $SPCX

Tesla just put it in writing in their latest 10-Q — the board formed a special committee to explore deepening the relationship with SpaceX, and that explicitly includes a possible business combination. SpaceX’s AI side is already printing money (that 161% revenue jump last quarter was mostly AI), Tesla is all-in on robotics/autonomy, and Elon’s on both sides of the table. If this actually happens the synergy case writes itself. Curious what people think the premium looks like for $TSLA holders if it goes through.

Anthropic is supposedly about to drop its public IPO filing as soon as Friday. That would put it on track to potentially be bigger than SpaceX’s debut, which is wild given how much people have been arguing about whether the AI spend is sustainable. The draft numbers floating around are still messy — big revenue growth but massive losses driven by accounting and an insane compute commitment — so the real test is whether public markets are still willing to underwrite this at the valuations being talked about. Watching to see if it actually hits EDGAR tomorrow or if the timeline slips again.

SpaceX has just officially received FCC approval to acquire three additional spectrum licenses from Tristar to expand its upcoming next-gen @Starlink Mobile network. The licenses cover 15 MHz of spectrum in the 1695–1710 MHz band. The FCC also granted waivers allowing SpaceX to use the spectrum for satellite communications instead of building traditional cell towers. This approval comes just two weeks after SpaceX announced an agreement to acquire nationwide 800 MHz low-band spectrum to improve indoor coverage and outlined plans to combine its satellite constellation with terrestrial infrastructure. Starlink Mobile will become the first network operator to deploy both satellite and terrestrial spectrum: "One network that provides Americans with a reliable service indoors, outdoors, in cellular dead zones, and everywhere in between."

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