Silicon Investor - SpaceX

[kidl] SpaceX math checked for US$1.75 trillion valuation

kidl — 4/8/2026 12:09:09 PM

[Savant] Hear Moment Artemis II Astronauts Find Out Space Toilet Malfunctioned youtu.be

Savant — 4/3/2026 10:44:17 AM

[Savant] Artemis II suffers embarrassing toilet issue just hours after moon launch Ju...

Savant — 4/3/2026 10:17:12 AM

Artemis II suffers embarrassing toilet issue just hours after moon launch
Just hours after the Artemis II mission successfully launched its historic deep space lunar flyby, the four-person crew experienced a problem with the Orion spacecraft’s high-tech toilet.

Artemis II mission specialist Christina Koch — the only woman onboard the 10-day mission — first reported the issue to Mission Control not long after Wednesday night’s breathtaking liftoff from Kennedy Space Center.

“The toilet fan is reported to be jammed,” NASA spokesperson Gary Jordan said during live mission commentary, according to Space.com. “Now the ground teams are coming up with instructions on how to get into the fan and clear that area to revive the toilet for the mission.”

Norm Knight, NASA’s director of flight operations, explained that the malfunction was due to a controller issue on the toilet. Officials confirmed the space potty could still be used for number two, just not for number one.

Artemis II suffers embarrassing toilet issue just hours after moon launch

**Apparently Koch had the smallest bladder

[Savant] Reporting toilet not working.....oh shit...or no shit hope they don't have to '...

Savant — 4/1/2026 7:55:11 PM

Reporting toilet not working.....oh shit...or no shit

hope they don't have to 'hold it' for 10 days....

water tank prob too

[Savant] SpaceX confirmed that on Sunday, March 29, 2026, Starlink satellite 34343 experi...

Savant — 4/1/2026 6:54:19 PM

SpaceX confirmed that on Sunday, March 29, 2026, Starlink satellite 34343 experienced an "on-orbit anomaly" that resulted in a total loss of communications. While SpaceX has not explicitly stated the satellite is "in pieces," independent tracking data and the company's own monitoring of "trackable debris" strongly suggest a fragmentation event.

Key Details of the Incident

Debris Detection: The space-tracking firm LeoLabs reported detecting "tens of objects" in the immediate vicinity of the satellite shortly after the anomaly.
Altitude: The event occurred at approximately 560 kilometers (347 miles) above Earth.
Likely Cause: Preliminary analysis by LeoLabs suggests the fragmentation was caused by an internal energetic source, such as a battery or propulsion tank failure, rather than a collision with an external object.
Orbital Risk: SpaceX and NASA analysis indicates there is no immediate threat to the International Space Station (ISS), its crew, or the upcoming Artemis II mission scheduled for April 1.
Engadget +5

Context and Trends
This is the second significant Starlink fragmentation event in less than four months. A similar incident involving Starlink-35956 occurred in mid-December 2025, which also generated a debris field before the satellite eventually re-entered the atmosphere and burned up.
satnews.com +3

In response to these incidents and increasing orbital congestion, SpaceX announced plans throughout 2026 to lower approximately 4,400 satellites from the 550-km shell to 480 km. This lower altitude increases atmospheric drag, ensuring that any future debris or failed satellites de-orbit much faster—typically within weeks rather than months

[Savant] RT...Artemis launch...part of return to moon...eventually...SpaceX might be invo...

Savant — 4/1/2026 6:52:25 PM

RT...Artemis launch...part of return to moon...eventually...SpaceX might be involved

Artemis II lifts off! Watch live as NASA heads to moon's orbit

Artemis II lifts off! Watch and follow the NASA mission live

[Ron] SpaceX confidentially files for IPO, setting stage for record offering cnbc.com ...

Ron — 4/1/2026 2:06:15 PM

SpaceX confidentially files for IPO, setting stage for record offering
cnbc.com

target date for a listing sometime in June...

[Savant] Exclusive-E*Trade in talks to lead SpaceX IPO share sale to small investors in U...

Savant — 3/30/2026 6:21:40 PM

Exclusive-E*Trade in talks to lead SpaceX IPO share sale to small investors in US, sources say

Retail Share Focus: SpaceX may allocate up to 30% of shares for U.S. retail investors, targeting smaller-ticket, self-directed buyers.
Brokerage Battle: E*Trade, backed by Morgan Stanley, is in talks to lead sales, potentially sidelining Robinhood and SoFi, while Fidelity also seeks participation.
Strategic Move: This aligns with Morgan Stanley’s strategy to capture more retail allocations via its own platform, boosting its presence in the growing retail investment market.

NEW YORK, March 30 (Reuters) - Morgan Stanley's E*Trade is in talks with SpaceX to take the lead in selling the rocket maker's shares to everyday U.S. investors in its highly anticipated IPO later this year, giving it an edge over rival brokerages Robinhood Markets and SoFi, according to two people familiar with the matter.

The SpaceX IPO is shaping up to be the biggest in history, but two of Wall Street’s biggest brokerages may not get a piece of it. Robinhood and SoFi have both pitched for roles on the deal but SpaceX is considering cutting them out altogether, the people said, asking not to be identified because the talks are private. It's an unusual omission for platforms that have become fixtures in marquee listings, including the $55 billion IPO for Arm Holdings' and $9.9 billion debut of Instacart in 2023, even as underwriters are expected to funnel retail demand through their own channels.

Morgan Stanley, which is a lead underwriter on the deal, is expected to route a significant portion of shares set aside for smaller-ticket U.S. retail investors through its own brokerage platform E*Trade, potentially crowding out rival brokerage firms Robinhood and SoFi, according to the two people familiar with the matter. The two firms, which aren’t tied to any of the banks underwriting the deal, remain in discussions to handle some of the sales, both people said. All three platforms primarily handle smaller-ticket retail orders

Exclusive-E*Trade in talks to lead SpaceX IPO share sale to small investors in US, sources say

***not for widows & orphans...IMHO

[Savant] SpaceX Eyes Record IPO Filing This Week at Up to $1.75T Valuation The potential...

Savant — 3/29/2026 11:50:12 PM

SpaceX Eyes Record IPO Filing This Week at Up to $1.75T Valuation

The potential offering comes as SpaceX's valuation has soared on the back of its Starlink satellite internet service and repeated successful launches of the Falcon 9 rocket. A recent insider share sale valued the company at about $800 billion late last year, with analysts now projecting a public debut north of $1.5 trillion — and some as high as $1.75 trillion.

SpaceX Eyes Record IPO Filing This Week at Up to $1.75T Valuation

[Selectric II] Meh, it’ll never get off the ground…

Selectric II — 3/27/2026 5:25:30 PM

[kidl] You got company on the sideline. Musk's xAI quarterly net loss widens to $1.46 ...

kidl — 3/25/2026 6:01:05 PM

You got company on the sideline.

Musk's xAI quarterly net loss widens to $1.46 billion, Bloomberg News reports

Exclusive: SpaceX generated about $8 billion in profit last year ahead of IPO, sources say | Reuters

[Savant] 'astronomical'...snort..lol...'to da moon'...ork ork

Savant — 3/25/2026 2:32:06 PM

[greg s] The IPO information will be interesting. Since Musk decided to roll xAI into th...

greg s — 3/25/2026 12:55:07 PM

The IPO information will be interesting. Since Musk decided to roll xAI into the IPO, I am more lukewarm on the prospects than I once was. Also the IPO price could be astronomical. Time will tell. I may sit on the sidelines for a while and wait for the space dust to settle.

[Ron] SpaceX is aiming to file its initial public offering prospectus with regulator...

Ron — 3/25/2026 9:10:54 AM

SpaceX is aiming to file its initial public offering prospectus with regulators later this week or next week,
The Information reported on Tuesday, citing a person with direct knowledge of the plans.

finance.yahoo.com

[Savant] In 'about 4 weeks', SpaceX will launch its most powerful Starship yet, Elon Musk...

Savant — 3/11/2026 8:10:45 PM

In 'about 4 weeks', SpaceX will launch its most powerful Starship yet, Elon Musk announces

NASA Artemis Role: Starship V3 is set to serve as a lunar lander for NASA’s Artemis program, with the accelerated timeline making its success crucial for future lunar missions.

In 'about 4 weeks', SpaceX will launch its most powerful Starship yet, Elon Musk announces

[Savant] msn.com

Savant — 3/2/2026 12:05:37 AM

[Savant] The next starship flight won’t look like the last – here’s why SpaceX has insta...

Savant — 2/16/2026 8:29:45 PM

The next starship flight won’t look like the last – here’s why

SpaceX has installed a new hot staging ring on Booster 9, marking one of the most significant design changes to Starship since its explosive first integrated test flight. The modification allows second stage engines to ignite before separation, a maneuver designed to create a smoother and more controlled stage transition but one that requires precise venting and shielding to avoid catastrophic failure. This shift signals that SpaceX is accelerating toward a more aggressive launch profile rather than playing it safe. With repairs complete and hardware stacking up at Starbase, everything now hinges on whether this new system performs under real flight conditions. The next launch will not just be another test — it will determine how quickly Starship can evolve

The next starship flight won’t look like the last – here’s why | Watch

[Savant] SpaceX launches 12th long-duration crew to the ISS A SpaceX rocket soared into ...

Savant — 2/13/2026 4:18:54 PM

SpaceX launches 12th long-duration crew to the ISS

A SpaceX rocket soared into orbit from Florida early on Friday (February 13) with a crew of two U.S. NASA astronauts, a French astronaut and a Russian cosmonaut headed to the International Space Station for an eight-month science mission in microgravity. This report produced by Jillian Kitchener

SpaceX launches 12th long-duration crew to the ISS | Watch

[kidl] Elon Musk: SpaceX prioritizes building city on moon over Mars Feb. 09, 2026 3:4...

kidl — 2/9/2026 9:52:55 AM

Elon Musk: SpaceX prioritizes building city on moon over Mars

Feb. 09, 2026 3:48 AM ET SpaceX (SPACE) Stock
By: Jessica Kuruthukulangara, SA News Editor

SpaceX ( SPACE) is prioritizing building a city on the moon over Mars, its CEO Elon Musk confirmed, following a media report that the company was delaying its plan to land on the red planet.

"SpaceX has already shifted focus to building a self-growing city on the Moon, as we can potentially achieve that in less than 10 years, whereas Mars would take 20+ years," Musk posted on X.

"It is only possible to travel to Mars when the planets align every 26 months (six month trip time), whereas we can launch to the Moon every 10 days (2 day trip time)," he added.

Musk said SpaceX ( SPACE) would begin work on a Mars city in about 5-7 years, "but the overriding priority is securing the future of civilization and the Moon is faster."

His comments followed a report by The Wall Street Journal, in which sources said SpaceX ( SPACE) would prioritize going to the moon first and target March 2027 for an uncrewed lunar landing.

Notably, Musk said last year that SpaceX ( SPACE) would go "straight to Mars" and called the moon "a distraction." SpaceX ( SPACE) previously planned to land its first uncrewed Starship on Mars in late 2026.

[i-node] The greatest single cost of AI is what? Power. This project will give the comb...

i-node — 2/4/2026 1:44:02 AM

The greatest single cost of AI is what? Power. This project will give the combined company an essentially cost advantage -- untouchable by anyone else world-wide for years to come.

SpaceX has undeniably the best engineering team in the world for building the infrastructure out and getting equipment on-orbit in record time.

There is no reason to expect that every other major AI competitor will be looking to avail itself of this combined entity's engineering, testing, launch, and operational services.

If this project is executed well, this combined entity will be, by a very large margin, the most essential money machine for years to come.

High risk, but the potential payback is just almost inestimable at this point.

[Ron] The Numbers, and Questions, Behind Musk’s Mega-Merger The combination of SpaceX...

Ron — 2/3/2026 4:46:33 PM

The Numbers, and Questions, Behind Musk’s Mega-Merger
The combination of SpaceX and xAI will create a rocket-and-A.I. giant. But investors and experts have concerns about the consequences of the deal.
nytimes.com

[greg s] SpaceX + xAI forms the world's most valuable private company. It is going to be...

greg s — 2/3/2026 10:05:25 AM

SpaceX + xAI forms the world's most valuable private company. It is going to be one heck of an IPO later this year.

[i-node] MEMPHIS, Tenn. — Elon Musk’s SpaceX announced Monday that it has acquired xAI, t...

i-node — 2/2/2026 11:22:37 PM

MEMPHIS, Tenn. — Elon Musk’s SpaceX announced Monday that it has acquired xAI, the supercomputer, forming “one of the most ambitious, vertically integrated innovation engines on Earth.”

“This marks not just the next chapter, but the next book in SpaceX and xAI’s mission: scaling to make a sentient sun to understand the Universe and extend the light of consciousness to the stars,” said SpaceX in a news release.

The company said that current advances in AI depend on large terrestrial data centers, requiring immense amounts of power and cooling.

They said global electricity demand for AI simply cannot be met with terrestrial solutions, even in the near term, without imposing hardship on communities and the environment.

“In the long term, space-based AI is obviously the only way to scale. To harness even a millionth of our Sun’s energy would require over a million times more energy than our civilization currently uses,” said SpaceX.

[kidl] SpaceX has stopped Russia's 'unauthorised' use of Starlink against Ukraine, Musk...

kidl — 2/2/2026 9:15:42 AM

SpaceX has stopped Russia's 'unauthorised' use of Starlink against Ukraine, Musk says - France 24

[Savant] Airplanes Dodge The Remains Of Exploding SpaceX Rockets **The article does not ...

Savant — 1/31/2026 1:04:59 PM

Airplanes Dodge The Remains Of Exploding SpaceX Rockets

**The article does not mention NOTAM (Notice to Airmen) notices that SpaceX and the FAA put out about a week before the launch that specifies the areas of danger. This article makes it sound like the explosion was the first time that these pilots were aware of the launch.**

**area forms a new 'Bermuda Triangle'

“We’re Too Close To The Debris”: Airplanes Dodge The Remains Of Exploding SpaceX Rockets | Techdirt

**never mind all the aircraft falling out of the air often enough...
In recent years, the number of airline crashes per year has varied, but here are some key statistics

The NTSB has documented about 153 aircraft accidents in the United States in 2025, with 23 fatalities.

1

US Civil Aviation Accident Dashboard: 2008-2023 *has a chart

[kidl] Russia Using Starlink-Equipped Attack Drones For Precision Strikes | Aviation We...

kidl — 1/30/2026 10:49:07 AM

Russia Using Starlink-Equipped Attack Drones For Precision Strikes | Aviation Week Network

[Savant] SpaceX’s most massive Starship is set to take flight: Here’s when Orbital...

Savant — 1/27/2026 8:03:06 PM

SpaceX’s most massive Starship is set to take flight: Here’s when
Orbital Test Flight: SpaceX plans the 12th test flight of Starship V3 in early March 2026, marking its first orbital mission and a crucial step toward Moon and Mars missions.
Raptor 3 Engines & Super Heavy Booster: The upgraded Raptor 3 engines generate 280 metric tons of thrust, paired with the massive Super Heavy booster, enabling heavy-lift capabilities for long-duration space travel.
Advanced Design for Mars: Starship V3 features larger payload capacity, in-orbit refueling, and enhanced efficiency, supporting SpaceX’s vision of a sustainable, multiplanetary future.

SpaceX’s most massive Starship is set to take flight: Here’s when

[Selectric II] Elon Musk statement at Davos, per Lauren on Varney (FBN): "I want to die on Mar...

Selectric II — 1/22/2026 11:32:48 AM

Elon Musk statement at Davos, per Lauren on Varney (FBN):

"I want to die on Mars, but not on impact."

[kidl] Bezos vs. Musk Blue Origin The battle for the heavens is going into ...

kidl — 1/22/2026 9:29:57 AM

Bezos vs. Musk

Blue Origin

The battle for the heavens is going into overdrive after Blue Origin ( BORGN), the space company owned by Amazon ( AMZN) founder and executive chair Jeff Bezos, announced plans for a new satellite constellation. The network, called TeraWave, will feature 5,408 satellites that aim to meet increasing demand for space-based communication. It marks a big expansion by the company, which has until now been focused on suborbital space tourism and the development of its heavy-lift New Glenn rocket.

The competition: Interestingly, Amazon has a satellite venture called Leo, which was started under Bezos as Project Kuiper (coming merger or partnerships?). Elsewhere, AST SpaceMobile ( ASTS), which is involved in the space-based connectivity market, tumbled 8% on the TeraWave news. However, the biggest real rival is Starlink ( STRLK), which was founded by tech billionaire Elon Musk. Starlink already has 9,000 satellites in orbit, which have been instrumental in providing internet service across the globe, and doubled its customer base to 9M active subscribers over the past year.

The services are still a bit different. Blue Origin's TeraWave, which is targeting deployment for the fourth quarter of 2027, is being designed to serve data centers, enterprise users, and governments. Its system will provide whopping data speeds of up to 6 terabits per second through a multi-orbit approach. In contrast, Starlink primarily serves the mass market with internet and phone services, with overall lower speeds and data applications.

How they work: Starlink's Low Earth Orbit [LEO] satellites use radio frequency [RF] connectivity. It's ideal for the public, as transmissions can pass through the atmosphere with very low latency. TeraWave is aiming for a hybrid network of LEO and Medium Earth Orbit [MEO] satellites. These can transmit data in the skies and to ground stations at an extremely high bandwidth by adding in infrared lasers (optical) that are highly secure and don't need spectrum licenses.

[kidl] Still no fix :-( Iran’s internet shutdown crippled Starlink and why the world s...

kidl — 1/14/2026 10:21:44 AM

Still no fix :-(

Iran’s internet shutdown crippled Starlink and why the world should care - Rest of World

[Ron] Space X approved for 7,500 more satellites, and China plans to launch 200,000......

Ron — 1/12/2026 8:00:00 AM

Space X approved for 7,500 more satellites, and China plans to launch 200,000... it's getting crowded up there: archive.ph

[Savant] ‘Kill Switch’—Iran Shuts Down Starlink Internet For First Time ‘Kill Switch’—Ir...

Savant — 1/11/2026 11:39:29 PM

‘Kill Switch’—Iran Shuts Down Starlink Internet For First Time

‘Kill Switch’—Iran Shuts Down Starlink Internet For First Time

[Selectric II] [X] 🚨 BREAKING: @elonmusk’s Starlink just ACTIVATED FREE INTERNET across Venez...

Selectric II — 1/4/2026 7:35:09 PM

[X]

🚨 BREAKING: @elonmusk’s Starlink just ACTIVATED FREE INTERNET across Venezuela, uncensored access for the people until February 3, 2026!

While Maduro’s regime crumbles and the old guard tried to black out the truth, Elon steps up BIG: Giving Venezuelans the freedom to… pic.twitter.com/zJH6nIwtov
— Gunther Eagleman™ (@GuntherEagleman) January 4, 2026

[/X]

[kidl] Meet the SpaceX Mafia: Former Elon Musk Employees Raising Billions - Business In...

kidl — 12/26/2025 1:14:49 PM

Meet the SpaceX Mafia: Former Elon Musk Employees Raising Billions - Business Insider

[Selectric II] The FAA doesn't monitor and track every step and stage of SpaceX launches, and r...

Selectric II — 12/23/2025 2:39:57 PM

The FAA doesn't monitor and track every step and stage of SpaceX launches, and relies on a phone call from SpaceX, like a car on a highway, to report an "accident"?

I call B.S.

[Savant] Stark FAA extreme emergency warning after Elon Musk rocket explodes A Space...

Savant — 12/22/2025 5:40:11 PM

Stark FAA extreme emergency warning after Elon Musk rocket explodes

A SpaceX test flight that exploded less than 10 minutes after launch in January apparently posed a serious threat to several passenger jets flying over the Caribbean, according to a Federal Aviation Administration investigation.

The launch occurred just days before CEO Elon Musk began work on Trump's Department of Government Efficiency, and an investigation was launched immediately. FAA documents released since disclose that the Starship's explosion endangered three passenger flights that evening.

The trio of planes, carrying a total of 450 passengers, landed safely after declaring fuel emergencies and traversing a temporary no-fly zone, according to the WSJ. Risks included debris from the explosion scattering across the Caribbean sky.

Stark FAA extreme emergency warning after Elon Musk rocket explodes

[Savant] Russian cosmonaut removed from SpaceX's Crew 12 ISS mission, Mission Update: Ru...

Savant — 12/21/2025 5:08:35 PM

Russian cosmonaut removed from SpaceX's Crew 12 ISS mission,

Mission Update: Russian cosmonaut Oleg Artemyev has been removed from the SpaceX Crew-12 ISS mission (Feb 2026) and replaced by Andrey Fedyayev, alongside two NASA astronauts.
Security Breach: Artemyev allegedly photographed restricted SpaceX documents and engine designs, potentially violating U.S. national security regulations and the International Traffic in Arms Regulations Act.
Wider Implications: This incident raises concerns about U.S.-Russia space relations, especially with Russia’s manned launch capabilities limited due to a destroyed launchpad and delays in rocket engine development.

Russian cosmonaut removed from SpaceX's Crew 12 ISS mission, and it's clear why

[greg s] From geostationary orbit, that signal achieved a downlink speed of 1 gigabit per...

greg s — 12/20/2025 5:47:21 PM

From geostationary orbit, that signal achieved a downlink speed of 1 gigabit per second (Gbps)—a performance level that, for now, places it far ahead of most commercial satellite internet services.

To be able to understand a performance metric, we would need to know relative AO-MDR/Starlink latency numbers. Since the Chinese system is in geostationary orbit and not LEO, I think this could matter a lot.

[Savant] Starlink competition? China Satellite Outperforms Starlink Using a Dim 2-Wa...

Savant — 12/20/2025 3:07:40 PM

Starlink competition?

China Satellite Outperforms Starlink Using a Dim 2-Watt Laser Fired from 36,000 KM in Space

A Chinese satellite just outperformed Starlink—using a laser no stronger than a nightlight. Fired from 36,000 km above Earth, this silent tech breakthrough is shaking up the future of space internet, military comms, and deep space links.

To address this, researchers from Peking University and the Chinese Academy of Sciences developed a combined approach, called AO-MDR synergy, which dynamically corrects distorted laser beams in real time. Using an array of 357 micro-mirrors inside a 1.8-meter telescope at the Lijiang Observatory, the system reshaped incoming light, then split the corrected signal into eight separate channels via a multi-plane light converter. A real-time algorithm selected the three strongest for decoding.

That technique lifted the usable signal rate to 91.1%, significantly improving upon the 72% baseline reported in earlier systems, as documented in the peer-reviewed study published in Acta Optica Sinica.

The system’s most striking feature is its efficiency. The laser downlink operated using only 2 watts of power, which is comparable to a small nightlight. From geostationary orbit, that signal achieved a downlink speed of 1 gigabit per second (Gbps)—a performance level that, for now, places it far ahead of most commercial satellite internet services.

Starlink, by comparison, uses low Earth orbit satellites around 550 km high and requires an intricate network of thousands of fast-moving spacecraft to deliver service. Its current average download speeds hover near 67 megabits per second (Mbps), depending on location and network congestion.

China Satellite Obliterates Starlink Using a Dim 2-Watt Laser Fired from 36,000 KM in Space

[pocotrader] is musk going to launch them in space?

pocotrader — 12/18/2025 4:20:32 PM

[Heywood40] Sad. SpaceX buying Cybertrucks is similar to Elon's dad marrying his daughter, ...

Heywood40 — 12/18/2025 1:57:08 PM

Sad.

SpaceX buying Cybertrucks is similar to Elon's dad marrying his daughter, who is Elon's sister.

[Eric] TeslaTesla CybertruckElon Musk’s SpaceX bought tens of millions worth of Cybertr...

Eric — 12/18/2025 1:49:22 PM

Elon Musk’s SpaceX bought tens of millions worth of Cybertrucks Tesla can’t sell

Fred Lambert | Dec 18 2025 - 8:22 am PT

39 Comments

Tesla Cybertrucks freshly delivered to SpaceX via Nasa Space Flight on Youtube

As demand for the Cybertruck can’t reach more than about 10% of Tesla’s planned production capacity, Elon Musk used his privately owned company to try to boost demand.

We now learn that SpaceX has bought tens of millions of dollars’ worth of Cybertrucks – potentially over a hundred million.

Elon Musk said that he expects Tesla to sell as many as 500,000 Cybertrucks per year.

Tesla actually planned to produce up to 250,000 Cybertrucks annually at the Gigafactory Texas. It never came even close to that.

The automaker is extremely opaque about its sales data, bundling Model S, Model X, and Cybertruck sales together.

However, based on registration data and historical split of Model S/X sales, we can estimate that Tesla is having issues selling even 20,000 Cybertrucks per year – less than 10% of its planned capacity.

By definition, the Cybertruck is a commercial flop.

Tesla boasted over 1 million reservations for the vehicle ahead of production, but it is estimated to have converted only about 60,000 of those reservations into orders since production began more than 2 years ago.

There are many reasons for this, but it is primarily because the Cybertruck costs much more than initially announced at the unveiling in 2019 and has less range and fewer cool features than the prototype.

The Cybertruck was originally supposed to have a tailgate that doubles as a ramp. The production version is not equipped with that. SpaceX to the rescue Earlier this year, we reported that Tesla started delivering truckloads of Cybertrucks to SpaceX and xAI, Elon Musk’s privately owned companies.

Now, a source familiar with the matter told Electrek that SpaceX bought over 1,000 Cybertrucks from Tesla and that it could ramp up to about 2,000 over time.

Hundreds of Cybertrucks can currently be seen parked in SpaceX’s lots in Southern Texas:

Top comment by Sandhu

Liked by 12 people

You have to wonder what other tricks they pulled in the last quarter in order to pad their already abysmal sales.

View all comments

With a base price of $80,000, it would represent between $80 million and $160 million in sales.

It would be a significant help to Tesla’s performance in the fourth quarter, as the automaker is suffering from EV incentives ending in the US at the end of the third quarter, which remains Tesla’s most important market.

Electrek’s Take

SpaceX has been helping out Elon’s other companies quite a bit lately. It has reportedly committed to invest $2 billion into xAI, which is burning cash at an insane rate. Now, they are buying tens of millions to over a hundred million worth of Cybertruck, which are sitting in Tesla’s inventory, making its 4th quarter look even worse than it already is.

Can’t blame him here. This is legal. Although SpaceX investors might have concerns about how smart a purchase this is and what the utilization rate of those trucks looks like.

electrek.co

[Eric] Welcome to the board. Eric

Eric — 12/18/2025 1:49:02 PM

[Savant] Take a trip to ISS.... Step Inside the International Space Station (POV Tour)...

Savant — 12/18/2025 1:44:55 PM

Take a trip to ISS.... Step Inside the International Space Station (POV Tour)

Step Inside the International Space Station (POV Tour) - YouTube

**So, the PMA...pressurized mating adapter...isn't what it sounds like...makes one wonder though

[kidl] Are they destined for the Moon or even Mars or will they become Christmas bonuse...

kidl — 12/18/2025 1:29:26 PM

Are they destined for the Moon or even Mars or will they become Christmas bonuses for SpaceX employees?

Elon Musk's SpaceX bought tens of millions worth of Cybertrucks Tesla can't sell | Electrek

[greg s] I was going to start a SpaceX board but found you had already started one (good ...

greg s — 12/16/2025 3:12:13 PM

I was going to start a SpaceX board but found you had already started one (good on you!)

I learned this morning that SpaceX was shopping for an investment bank to handle their IPO (possibly 2Q26). I have never participated in an IPO and am aware of the pros and cons of doing so but I will likely be an early investor nonetheless. I would like to see some financials first.

I am an early adopter of Starlink satellite broadband, I signed up 1 1/2 years before coverage got to me. It is a game-changer for a rural denizen like me. We have seen quite a few launches from Vandenberg at our home in southern Arizona.

A while back there was some speculation that Elon would spin off Starlink as its own IPO but he seems to have squelched that idea now that Starlink has become profitable.

I'll follow the board and look forward to info on the IPO, etc.

[Savant] Space based computing/energy power twitter.com

Savant — 12/15/2025 12:00:14 PM

[kidl] Survey Monday If SpaceX decides to go public, would you be interested in inves...

kidl — 12/15/2025 11:24:49 AM

Survey Monday

If SpaceX decides to go public, would you be interested in investing?

Click here to take the poll and don't forget to share your thoughts in the WSB comments section.

[kidl] Alphabet poised for another accounting windfall as SpaceX’s valuation surges De...

kidl — 12/14/2025 6:19:08 PM

Alphabet poised for another accounting windfall as SpaceX’s valuation surges

Dec. 14, 2025 11:22 AM ET
By: Rob Williams, SA News Editor

Alphabet ( GOOG) ( GOOGL) appears likely to record a fresh uplift to the value of one of its largest private holdings after SpaceX ( SPACE) completed a new tender offer that effectively prices the company at roughly $800 billion, Bloomberg News reported Sunday.

The latest sale of insider shares was struck at $421 apiece, a level that represents a substantial step-up from earlier secondary transactions. The higher mark would raise the carrying value of Alphabet’s minority stake in Elon Musk’s space and satellite operator.

Google’s parent company has been an investor in SpaceX ( SPACE) for a decade, participating alongside Fidelity in a $1 billion financing round in 2015 that granted the pair a combined 10% stake at the time. Google declined to comment on the latest valuation change, citing its practice of not discussing specific private investments.

Alphabet ( GOOG) ( GOOGL) has benefited from similar adjustments before. In April, the company reported an $8 billion unrealized gain linked to a private holding, widely assumed to be SpaceX ( SPACE), after a tender offer late last year implied a valuation of about $350 billion. That revaluation provided a notable lift to Alphabet’s ( GOOG) ( GOOGL) first-quarter profit.

Although Alphabet ( GOOG) ( GOOGL) doesn’t identify its private portfolio companies in earnings reports, movements in SpaceX’s ( SPACE) worth have consistently shown up under “unrealized gains on non-marketable equity securities.” With the newest tender assigning SpaceX ( SPACE) a far richer valuation, analysts expect Alphabet’s ( GOOG) ( GOOGL) upcoming results to reflect another sizable accounting gain, Bloomberg News reported.

[Savant] SpaceX: Track Record Of Delivering The Impossible History suggests yes. Landing...

Savant — 12/12/2025 8:10:39 PM

SpaceX: Track Record Of Delivering The Impossible History suggests yes.

Landing a rocket vertically was once science fiction; Falcon 9 now does it with commuter-level reliability.
NASA relying on a private company for astronaut transport sounded unlikely; today SpaceX is the agency's primary ride to orbit.
And Starlink — once dismissed as an overpriced satellite experiment — now serves more than three million users, is cash-flow positive, and is on track to become the company's largest revenue engine.

SpaceX doesn't just make bold claims; it delivers them at scale.