Elon Daily | Oct 20, 2026 🚀 ① 🔥 SpaceX Q3: AI Takes Center Stage Revenue hit $… · @mylifeonmystyle · TwKit

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Elon Daily | Oct 20, 2026 🚀 ① 🔥 SpaceX Q3: AI Takes Center Stage Revenue hit $14.58B (+161% YoY), net income $4.4B, and adjusted EBITDA $8.8B. Six highlights: • AI revenue $7.56B, surpassing Starlink’s $5.25B. • Starlink: 13.6M broadband subscribers, 22M monthly mobile users. • AI capex: $16.4B in Q3; Musk sees potential six-month payback. • Tesla–SpaceX merger under review; no agreement. • Starship Flight 15 targets a dual catch in November. • Musk floated $1T ARR by late 2027—not official guidance. SpaceX is becoming an aerospace, communications, and AI powerhouse. See my detailed SpaceX earnings analysis published today. ② 🚀 Bandwagon-5 Success Falcon 9 launched 32 payloads on Oct 20. Booster B1085 completed its 19th flight and landed successfully. Starfall made its second flight, advancing reusable reentry technology. ③ ⭐ Boring Company Explores Freight A modified Prufrock Liner Truck uses Tesla Model 3 batteries and motors to carry a 20-foot container. Could Boring’s tunnels eventually transport freight alongside passengers? ④ ⭐ FSD V14.3.13 Appears Early tracking shows the new version on HW4 vehicles, with improvements targeting complex intersections, obstacles, and animal detection. Release notes reference a unified FSD/Robotaxi/Smart Summon model. Broad rollout unconfirmed. ⑤ 🔥 Ukraine Starshield Controversy WSJ reports Musk personally ordered speed restrictions affecting Ukrainian military terminals above 130–161 km/h. Musk previously said Starshield restrictions are controlled by the U.S. military and president. Hegseth denies deliberate U.S. interference. Who actually gave the order? ⑥ 🔥 Waymo Targets 20,000 Robotaxis Semafor reports Waymo plans to expand from 4,000 vehicles today to 8,000 by year-end and 20,000 by late 2027, backed by a reported $5B financing package. Waymo vs. Tesla: The battle is shifting from technology to scale. ⑦ ⭐ TSLA +1.54% Ahead of Earnings TSLA closed at $373.71. Tesla IR consensus: • Revenue: $28.34B • Adjusted EPS: $0.45 • Gross margin: 17.9% • Free cash flow: -$4.51B My focus: Can Tesla’s automotive business generate enough cash to fund its AI ambitions? ⑧ ⭐ Ferrari CEO Praises Roadster Ferrari CEO Benedetto Vigna rated Tesla’s Roadster reveal “10/10 for technology and 10/10 for presentation.” His message: “We have to keep dreaming.” Even Ferrari recognizes Tesla’s engineering ambition.

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