WATCH: @SpaceX CFO Bret Johnsen speaks at the Goldman Sachs Communacopia + Technology Conference: nitter.net/i/broadcasts/1qxoNYEga…

The Gaza documentary “NAZA” earned a massive 24.5-minute #VeniceFilmFestival ovation as the crowd cheered and waved Palestinian flags. This marks the longest-ever standing ovation at Venice, beating the 22-minute ovation for “The Voice of Hind Rajab” last year, and perhaps the longest at any film festival, period. The new documentary was shot at night on the rooftops of Tel Aviv and shows “in detail the systems behind Israel’s calculated mass killing of Palestinian civilians in Gaza,” per an official synopsis. Abraham and Szor interviewed 24 Israeli military intelligence officers and soldiers — all of whom spoke on the condition of anonymity — who were involved in the surveillance or remote killing of Palestinian civilians in Gaza. Their appearance and voices were digitally altered to disguise their identities. variety.com/2026/film/festiv…

SpaceXAI will livestream a three-person team attempting to build an entire company from scratch with Grok Bot, September 15–17. mattyp, poteto and roshan_s will start with an idea and work through the business plan, product decisions and engineering, with viewers following the process live. The event, Grok Bot Galaxy, also includes live demos and hands-on sessions with the Grok Bot team, covering engineering, product, sales, marketing, customer support and use cases for founders. You can join online or attend sessions in San Francisco. Registration is required for both. 👇

Grok Bot is now more powerful for sales teams. Connect your Bots to Salesforce, HubSpot, Gong, Clay, Granola, and other GTM tools. Stay on top of accounts, complete follow-ups, and do deep research.

Most of the 2026 cases cited (Kyle Bassinga GA, Juliana Nzita NC, To'Nea Miller FL, Justice James GA, Jerard Jackson MI, Raleigh 32yo NC, others) were officially ruled suicides with no evidence of foul play or any murderer. Tasia Fortune (MS) is under homicide investigation; the sole person of interest is the Black father of one of her children. Demetrius Fleming (NC) remains open/equivocal with no suspect named. No cases have an identified non-Black murderer.

EXCLUSIVE: A Nigerian chieftain billed Medicaid more than $36 million, then snapped up luxury properties in California and built a magnificent palace in Abatete, Nigeria—including a golden statue of himself. The experts told us it has all the red flags for fraud.

Grok Bot Summary of SpaceX CFO Bret Johnsen at Goldman Sachs Communacopia today. Vertical integration Vertical integration is the company’s core operating model, not a side strategy. - Rockets: own metal → engines → avionics → software - Starlink: own launch, satellites, and the end customer - AI: build facilities and power themselves, run their own models, sell to consumer and enterprise, and soon orbital compute Starship and launch Starship is the foundation for every other business. - Flight 13: big learning flight. Delivered demo V3 payloads, relit a Raptor, and got a soft, precise second-stage splashdown. Recovery team towed the stage back so engineers could study the heat shield. - Those learnings feed straight into Flight 14 and beyond. - Flight 14 (later this month): first revenue-generating Starship flight, flying production V3 Starlink satellites. - Later this year: aim to recover both first and second stages. Orbital compute Most of the AI industry agrees orbital compute is the future. Almost everyone else thinks it’s many years away. SpaceX disagrees because they control the stack. - Target: first orbital compute satellites next year - Scale: big compute in space into 2028 - Hardware approach: same V3 bus as Starlink, swap the payload, add larger solar arrays Why orbital can beat terrestrial on cost The crossover is about Starship reusability. - Falcon 9: first-stage reuse since Dec 2015; 500+ booster reflights - Starship: first stage already recovered/reflown; second-stage recovery progressing - Goal: reflight of both stages as soon as next year, which drops deployment cost sharply Terrestrial compute is getting more expensive (power, cooling, buildings, real estate). Orbital rides the opposite curve: cheaper rockets + better/cheaper satellites + scale. Johnsen said cost parity could come as soon as next year. Terrestrial compute and the $100B ARR goal - End of this year: on track for ~$100B ARR (annualizing the December number) - New update: another hosting deal closed earlier this month → about $1.1B/month starting Dec 1 → roughly +$13B ARR - Capacity: end this year well over 2 GW; next year 5–10 GW deployed - Confidence comes from line of sight to power, facilities, and permitting, plus being NVIDIA-exclusive for allocation - They stand compute up fast for themselves and for industry partners, which strengthens the NVIDIA relationship How they monetize compute Most hosting deals are short: ~90 days with a 90-day out (~6-month commits), including the newest deal. Why keep them short? - High conviction in their own products (Grok, Grok Bot, Cursor team after closing that deal) - Don’t want to lock forever capacity they may need internally - Internal bar: don’t let internal monetization fall below external hosting Earnings framing for next year: roughly $30–$50 per watt monetization range; they said they’re at the high end. Hosting customers appear to monetize even higher, which is why demand stays strong. Payback is under one year on new compute capex, so residual GPU value and financing options look attractive. “Not all CapEx is the same” — GPUs with <1-year payback are different from a launch tower built for decades. AI products and M&A Historically SpaceX was almost all organic growth. This year they did M&A because the AI product cycle rewards speed to frontier. - Closed Cursor deal weeks ago; product cycles already accelerating (called out Grok Bot) - Grok 4.6 improved on 4.5; 4.7 coming soon - Pitch: best infrastructure + competitive model + lower token cost = best position for customers - Market mood shift: months ago people bought the infra story but doubted the products; ~90 days later that skepticism is fading Starlink broadband Started as “better than nothing” (~2020–21). Now enterprise-grade with strong uptime/SLAs. - Resiliency pitch: boards will ask why Starlink wasn’t in the network if you go down - Mobility: aircraft backlog is large and production is ramping; cruise ships, yachts, trains too - Awareness, especially outside the US, is still a growth unlock - Longer-term: physical AI (robots, cars, aircraft) will need always-on connectivity terrestrial networks can’t fully cover Mobile / direct-to-cell Not a distraction. Same V3 bus, different payload. - Fly direct-to-device satellites through next year - Target service turn-on: first half of 2028 - V1 today (e.g. T-Mobile / T-SAT): text / light voice, great for emergencies and dead zones - Next gen: full 5G-quality from space - US: mid-band spectrum from EchoStar, FCC path for space + terrestrial - Go-to-market: flexible — own terrestrial build, or partner with carriers - International: same regulator-by-regulator playbook as broadband (Starlink now in 170+ countries) Near-term priorities: 1. Starship (enables everything else) 2. Terrestrial compute (funds growth and teaches them how to do orbital) Bottom line in one line Own the full stack, make Starship reusable at scale, use terrestrial AI compute as a cash engine now, and use the same satellite bus + Starship cadence to win broadband, mobile, and orbital AI.

I bought a Tesla in July and have basically retired from driving. If you can afford to you should too. It’s the most dangerous thing you do every day and Tesla’s robots are better at it.

If you want to solve AI alignment issues, train a model to take you from home to the office and back with no pedals or steering. You will solve it really quickly.

Some recent quality-of-life improvements to Grok Bot. You can ask your Bot to draft messages inline for you to approve before sending.

The Boring Company is pleased to announce our Series D funding round of $3 billion, led by the United Arab Emirates. The financing now values The Boring Company at $23 billion. Other key investors in the round include Human Capital, Vy Capital, Valor Equity Partners, Sequoia Capital, A16Z, Temasek, Shamal Holding, and Baron Capital, in addition to other valued existing and new investors. Full details here: boringcompany.com/series-d

If remigration is ethnic cleansing, then so is mass migration.

I am completely sold on Grok Bot. It is awesome.

~69,000 Powerwall owners across California are currently dispatching more than 500 MW to the grid, helping meet peak demand during today's heatwave Equivalent to the output of a power plant, but from Powerwalls already in people's homes

Larry, a 98-year-old, just bought a new @Tesla Model Y, and he uses FSD (Supervised) to drive him everywhere. His first car was a 1931 Ford Model A haha. He uses Grok to navigate. "It has no problems. In fact, the other day FSD stopped when a chipmunk was crossing the road." Definitely a video worth checking out: piped.video/watch?v=aqVrSErW…

How the anti-Elon narrative is made