BIG NEWS: SpaceX has given me approval to fly their locations and bring updates to their locations without TFRs! Thank you Brian, James, and SpaceX Security for helping set up this program. It really means a lot to me. You guys rock! SPACEX: For my first flight I went to the Starlink / Starmind Campus in Bastrop, Texas. There is a ton of work taking place. Here is a list of the build sites currently underway. - Solar Ingots and Wafers Facility: This is for upstream silicon production for ingots and wafers that feed solar cell manufacturing. SpaceX is well into the groundworks as they clear and level a massive plot next to the Solar Cell Factory. They will both eventually be connected. - Solar Cells Factory: This is a ~1.1–1.5 million sq ft multi-floor structure currently under construction south of the main Starlink plant. It is designed for high-volume solar cell output with a target ~10 GW/year. Much of the outer walls, windows, and roof is installed. - Starlink Factory: This is the OG building that has undergone multiple expansions. It houses high-volume Starlink kit production, printed circuit boards, and semiconductor packaging. - Warehouse and AI Satellite Development Facility: It is described in conceptual layouts for storage, AI satellite R&D, and related operations. This building has gone up super fast. It started months after the Solar Cells Factory and is now well beyond it. - Starmind / AI Satellite Production Factory: This area is still grass with a small section near the highway now be cleared and leveled. It will be the large-scale Starmind satellite manufacturing building. If you have any questions, leave them in the comments. Subscriber Photo-thread and Support links in the thread. Thanks for watching!

BORING NEWS: New permit filings reveal the location of The Boring Company's new Music City LOOP downtown launch site. It is in the SoBro neighborhood of Nashville. The property was previously planned for a tower and sold at a foreclosure auction two years ago. More Elon Musk company news in today's EC below!

TERAFAB: According to reports, Tesla and SpaceX are in talks with 10 South Korean semiconductor suppliers with half already under NDAs. Discussions have covered materials, process equipment, piping and valves, testing components, cleaning services, and related items. At SEMICON West in San Francisco, Terafab representatives visited booths of companies including ENF Technology, Dongjin Semichem, Asflow, BMT, GnG Intech, Unisem, MiCo, and Hanmi Semiconductor. Most firms are existing Tesla or SpaceX suppliers; former Intel and GlobalFoundries personnel have also helped bring in contacts. Global equipment makers such as Lam Research and Applied Materials are also understood to have dedicated Terafab teams, and Fujifilm has held regular meetings on CMP slurries and other chemicals. More Elon Musk company news in today's EC below!

TESLA: Bulgaria’s Ministry of Energy announced the groundbreaking of the Battery Park – Tvarditsa in southeastern Bulgaria. Energy Minister Iva Petrova and Prime Minister Rumen Radev attended. The project is a 300 MWh system with up to 5 hours of storage duration, using 80 Megapack 2XLs. It is the first of three investments in a program worth over €350 million with a combined planned capacity exceeding 2,300 MWh, developed in partnership with Asarel-Trade, Power Profit, and Tesla. Commissioning is targeted for the second quarter of 2027. Per Minister Petrova, "We will make every effort to maintain our strategic advantage through an adequate regulatory framework that supports investments in storage, batteries, PSHPPs and new energy capacities." More Tesla news in today's EC below!

TESLA: Ørsted announced that construction of its first large-scale battery energy storage system, named Iceni, is complete and the system has entered the testing phase. The 300 MW / 600 MWh system consists of 170 Tesla Megapack 2XLs installed alongside the onshore converter station for the 2.9 GW Hornsea 3 Offshore Wind Farm near Norfolk, UK. Capacity is equivalent to the daily electricity use of about 80,000 UK homes. The project, delivered with Hitachi Energy, Knights Brown, and Tesla, shares a National Grid connection point with Hornsea 3—one of the first large-scale co-located setups of this type. More Tesla news in today's EC below!

Here is the subscriber photo thread of the SpaceX Starlink / Starmind campus in Bastrop, Texas. Video will be dropping later today.

Tesla Q3 2026 Results Financials: - Revenue: $28.0B: Automotive $20.6B; Energy $2.9B; Services & other $4.6B (+33% YoY). - GAAP operating income: $0.7B (operating margin 2.6%). GAAP net income: $0.8B ($0.22 diluted EPS). Non-GAAP net income: $1.7B ($0.48 diluted EPS). - GAAP gross margin: 19.6% (+160 bp YoY). Adjusted EBITDA: $3.9B (13.9% margin). - Operating cash flow: $6.3B. Free cash flow: $1.5B. Capex: $4.7B. - Cash & investments: $45.4B (+9% YoY). - TTM revenue exceeded $100B for the second consecutive quarter. - Battery availability limited auto volumes; largest passenger vehicle backlog in four years. Vehicles: - Production: 464,391 (+4% YoY). - Deliveries: 486,532 (−2% YoY). - Cumulative deliveries: 10.2 million. - Produced and delivered the 10 millionth vehicle. Record production at Giga Berlin. Record deliveries in Canada, Australia, Japan, and Taiwan. - Tesla Semi in volume production on the high-volume line in Nevada (top variant: up to 500 miles range at 82,000 lbs, 1.7 kWh/mile efficiency). - Unveiled Next Gen Roadster on October 15. Cybercab/Cybertruck capacity >125,000 each. Autonomy / Robotaxi / FSD: - FSD (Supervised) attach rate >75% of new vehicles in North America. Cumulative FSD miles on V12+: 15.9 billion. Active subscriptions: 1.74 million (+67% YoY). - New approvals in Croatia, Slovenia, Czech Republic, and Slovakia. Now live in nine EU countries; >100,000 customers logged >160 million km. - Robotaxi: Cybercab rides started Sept. 3 in Austin. Nearly 2 million cumulative unsupervised miles (8x QoQ growth). Austin operating 6am–midnight. Grok integrated into Cybercab (voice control of inbox, calendar, files, chats, tasks). Energy Storage: - Deployed 13.7 GWh (+10% YoY). Highest-ever order rate and backlog. - Megafactory Texas production started (planned 50 GWh capacity). First Megapacks shipped with Tesla’s own LFP cells from Nevada. - Strong demand tied to grid needs and data centers. AI / Compute / Optimus / Other: - SI training compute: Cortex 1 (>105 MW) and Cortex 2 (>120 MW) in production; targeting 400 MW by year-end for vehicle and humanoid autonomy. - Austin Fab construction ongoing; equipment commissioning planned for 2027. - Optimus: Production began in Fremont on high-volume lines; first production-quality bots made. Part of ~$1.5B robotics investment. - Continued vertical integration on batteries (LFP in Nevada, 4680 in Texas/Berlin, cathode/lithium refining in Texas). Outlook: Focus on maximizing existing factory utilization. Hardware profits expected to be accompanied by accelerating SI, software, and fleet-based profits over time. Multi-year infrastructure ramp underway for autonomy, robotics, energy, and semiconductors. No specific numerical guidance beyond these priorities.

The Boring Company's airport tunnel looks good to go!

Elon Musk said the following about Starbase Louisiana... "That’s going to be an incredible asset to the country and to the world that will, I think at some point, probably have on the order of 20 or more launch towers and enable the transport of millions of tons per year to orbit and beyond. So that’s really going to be a big deal..."

If you enjoy the daily EC articles, Musk site Flyovers, and posts, please click the link below and subscribe. It is only $4/mo. to support my efforts bringing real facts based news with no intentional misleading negative slant. Elon Musk himself subscribes, but I need your support to continue. Thank you. xitter.cf/SERobinsonJr/creator-s… - SpaceX - Tesla - Terafab - Starlink - Neuralink - The Boring Company - SpaceXSI

Three new videos dropping soon! I need subscribers to keep the content flowing. If you utilize the EC and enjoy the flyovers, please subscribe for only $4/mo. to support. That is only .18¢/EC Article. Thank you.

Elon Musk is highly confident that Starship will be launching at scale in Starbase Louisiana by 2029. First launch expected in 2028.

SpaceX Q3 2026 Results Company Highlights - Revenue: $14.6 billion (+161% YoY from $5.6 billion) - Income from operations: $2.8 billion - Net income: $4.4 billion (vs. $1.1 billion net loss YoY) - Adjusted EBITDA: $8.8 billion (+306% YoY from $2.2 billion) - Capex: $19.6 billion - Cash and marketable securities: ~$90 billion ($51.3 billion cash + $38.6 billion marketable securities) - First revenue-generating Starship mission launched, delivering 26 Starlink V3 satellites (~10x the downlink capacity of a Falcon 9 Starlink launch) - Nameplate compute: 1.7 GW (as of Sept. 30, 2026) Revenue by Segment (Q3) - Space: $1.77 billion (+6% YoY; +84% sequentially) - Connectivity: $5.25 billion (+69% YoY; +22% sequentially) - SI (Super Intelligence): $7.56 billion (+830% YoY; +195% sequentially) Key Operational Metrics - Starlink consumer subscribers: 13.6 million (+1.6 million sequentially; up from 7.2 million YoY) - Starlink consumer ARPU: $69/month (+5% sequentially) - Total satellites in orbit: 11.1K - Countries with Starlink coverage: 174 - Total launches YTD: 113 - Mass to orbit YTD: 1,517 t - Aircraft equipped with Starlink: >3,800 - Q3 launches: 35 total (12 customer, 23 internal) - Q3 mass to orbit: 476 t Segment Performance (Q3) - Space: Near-breakeven operations (–$7 million); Adjusted EBITDA $357 million. Completed Starship Flight 14; signed additional NASA ISS Crew, NSSL, Starfall, and lunar payload contracts. Announced Starbase, Louisiana (first launch targeted 2029). - Connectivity: Income from operations $2.4 billion (+99% YoY); Adjusted EBITDA $3.5 billion (+82% YoY). Strong consumer and enterprise/government growth. Post-quarter agreement to acquire 800 MHz spectrum licenses (expected close H1 2027). - SI: Income from operations $431 million (includes $1.2 billion share-based compensation from Cursor acquisition); Adjusted EBITDA $5.0 billion. Revenue driven by cloud services agreements, Cursor acquisition ($608 million contribution since Aug. 14 close), and Grok/Grok Bot adoption. Continued COLOSSUS II buildout.

Grok Bot DAUs has risen from roughly 150K in late September to about 450K by October 17th!

In the debut episode of Walter Isaacson’s (@WalterIsaacson) podcast The Builders, Elon Musk (@elonmusk) said he sees some chance AI is an existential threat but cannot stop it, so he chose to participate rather than watch in hopes of steering it safely through curiosity and maximal truth-seeking. He warned that forcing an AI to hold contradictory beliefs can make it insane, citing HAL in 2001: A Space Odyssey, and argued a curious AI would help humanity thrive because a multiplanetary future is more interesting. Elon called reality an "irony maximizer," noting efforts to slow AI (OpenAI, then Anthropic) accelerated it, said xAI is supplying Anthropic with needed compute after meeting its staff, and recommended weekly frontier-lab calls plus pre-release model access for competitors. He reflected that DOGE showed the national debt cannot be cut from inside government and that only AI and robots can solve it; he stayed too long in the role and wished he had returned to AI sooner. He said physical AI and robots will matter far more than chatbots, money may shift toward physics-based units like energy and mass, humans may not stay in control of superintelligence, and most of his wealth will go to a foundation advancing multiplanetary life, consciousness among the stars, and sustainable energy. Spotify & Apple links in the thread.

Stay in the LOOP! New EC just dropped!