Mudso retweeted
The fleet is expanding at rates we haven’t seen before 😳
4th new unsupervised Robotaxi found TODAY. 79 total unsupervised in the Austin fleet 🚖🚖🚖
Mudso retweeted
Unreal! Starship didn't blow up on upon landing in the ocean! It's still floating in the ocean and Starlink is still giving us live views haha
Mudso retweeted
SpaceX has started to turn away satellite operators seeking dedicated rides to orbit aboard its staple Falcon 9 rocket beyond 2028, sources said, underscoring the massive bet Elon Musk is making on its unproven Starship bloomberg.com/news/articles/…
Mudso retweeted
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
images.nvidia.com/pdf/Open-W…
Mudso retweeted
Now targeting Friday, July 24 for Starship’s thirteenth flight test, due to weather.
A key objective for the flight test is to get clear imagery from the ground of Starship’s heatshield as it flies at a higher dynamic pressure during ascent, which won't be possible with today's weather conditions. Visibility is forecast to be ideal for a Friday attempt.
Mudso retweeted
666,000 of them are monthly paying subscribers. The 1.48 million number excludes FSD trials, but includes previous one-time FSD purchases. Vaibhav said 45% of that 1.48M are monthly subs, and 55% is people who purchases it outright .
Monthly FSD subscription revenue as of end of Q2 is $66M ($~791M/year).
Mudso retweeted
France Minister of Transportation on @Tesla's FSD in new video:
"The safety trade-offs are not yet sufficient to authorize it as it currently stands. All the more so since this system is not a self-driving system; So what are our concerns? Without going into overly technical detail, there are several.
First example: we've found that the system allows for speeding. Another example: according to the data we have, the system doesn't guarantee an optimal level of driver attention in urban settings and during the most complex maneuvers, such as lane changes, intersections, or roundabouts.
So what are the next steps? We're currently continuing our technical discussions with the Netherlands, other European states, and Tesla to refine our analysis. Last week, a representative from the Ministry of Transport's services traveled to the Netherlands.
I want to emphasize this: France supports these technologies, and their deployment must happen within a framework of trust that allows us to evaluate the systems and determine what adjustments FSD needs to guarantee a high level of safety.
This autumn, I will also be bringing together the French autonomous vehicle ecosystem to present the levers that will accelerate the deployment of this technology and to set a direction for the coming years.
In France, we're fortunate to have world-class automakers and automotive suppliers, as well as some of the best engineers in the world in artificial intelligence and digital technology. We have real cards to play, and we're ready to play them — but never at the expense of safety on our roads."
Mudso retweeted
A historic day in China’s space program!
China’s Long March-10B has successfully completed its maiden flight—and recovered its first stage via a sea-based net. This marks the country’s first-ever controlled rocket recovery. A major leap toward reusable launch capabilities. 🚀🌊🇨🇳
Mudso retweeted
The @Tesla Cybercab uses lightweight Reaction Injection Molding (RIM) body panels which enables:
• Manufacturing cycle times go from hours using a traditional paint shop, to minutes since the color is injected during the molding process.
• Supply chain and manufacturing Green House Gas emissions are cut by 35% for those parts.
• 100% elimination of volatile organic compound (VOC) emissions from painting.
Usually a conventional car’s body panels are stamped, painted, and processed through a paint shop (see video). Cybercab’s manufacturing process doesn’t need any of that.
The material science that’s going on at Tesla is simply incredible.
Mudso retweeted
非常精彩的一个访谈，基本概括了所有Rocket Lab收购Iridium投资者们关心的问题。Peter Beck和COO Adam Spice齐上阵。
精简几个重点：1，在技术和应用场景上，Starlink和Rocket lab的卫星有明显差异。
Starlink等宽带星座使用的频段在恶劣天气下稳定性较弱，而Rocket Lab的L波段具备真正的全球覆盖能力，信号穿透性强，抗干扰，不受恶劣天气影响，也是“无GPS信号区域”的替代方案，所以它的客户是以稳定信号为刚需的群体，比如军事国防，航空航海，工业物流，精准农业等等。
Iridium的L波段频谱，也是唯一一个在全球所有地区都能落地的。
2，火箭运力极度紧缺。SpaceX的拼车发射订单已经排到了2028年以后，直接推动了电子与未来中子火箭的需求。
即使未来有新的火箭投入使用，首要任务也是先发射自家的卫星。（重点的话重复说：拥有自主发射能力很重要，否则卫星做的再好也极其被动。）
3，Peter Beck和Adam Spice都不喜欢债务，但为了避免过度稀释现有股东的股权，还是采用了股票+现金的方式收购，所以公司有了36亿美元的bridge loan（快短贵的贷款方式），底气是Iridium稳定且未来强劲的现金流。
但是不排除将来股价高位的时候将部分债务转化为股权。
4，收购Iridium让中子火箭“落地即跑”，跳过了耗时的商业计划，几乎瞬间让公司规模翻倍，立即带来现金流。（复制了SpaceX最高明的星链+猎鹰九号互惠双赢的模式）。
同时Iridium借用Rocket Lab的高度垂直整合和发射能力，可以让原本搁置的创新想法迅速孵化。
5，完美的时机，Rocket Lab刚好利用之前的股价大涨，以个位数级别的股权稀释完成了这比交易。
如果是在一年前，Rocket Lab可能没有足够的实力支撑这次收购。
而Iridium过去一年的市值涨的离谱，因为市场开始意识到了频谱资源的稀缺性，SpaceX开始接触EchoStar，亚马逊找上了Globalstar，频谱市场就是“抢椅子游戏”。如果收购再晚一年，Iridium会更贵， RKLB也许会错失这个机会。
总而言之，就像Peter Beck自己说的，这是一笔1+1等于3的收购， Rocket Lab也终有实力拿下Iridium。
Iridium是初代太空开创者，比SpaceX更早的实现了星座盈利。
但访谈中Peter Beck强调了RKLB并不想一夜之间成为大众互联网提供者，公司的重心依然是成为中立供应商，成为整个太空行业的支撑。
Talking Rocket Lab's New Era with Sir Peter Beck and Adam Spice youtube.com/live/WtiQu9nuHC0… via @YouTube
