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Deep dives on AI, Tesla, SpaceX, and the companies shaping what comes next.

Starlink Seeks FCC Approval for 100,000-Satellite Constellation
Musk Industry Dailies·Jul 8, 2026

Starlink Seeks FCC Approval for 100,000-Satellite Constellation

SpaceX asks the FCC to clear a third-gen constellation of up to 100,000 satellites that only Starship can deploy, while Tesla stacks a $3B Megapack order, Cybercab manufacturing detail, lithium refining, and Powerwall grid services around one idea: own the whole loop.

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Tesla-SpaceX Merger Nears as Musk Lifts Voting Stake to 20%
Farzad Exclusive·Jul 7, 2026

Tesla-SpaceX Merger Nears as Musk Lifts Voting Stake to 20%

xAI and SpaceX already merged at $1.25T and went public as SPCX. Two of three pieces are done. Here's why Tesla, the most valuable one, was left for last - and why the merger is inevitable.

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Tesla Home Turns Every House into an AI-Optimized Energy Hub
Musk Industry Dailies·Jul 7, 2026

Tesla Home Turns Every House into an AI-Optimized Energy Hub

Tesla Home makes the house an optimization problem, xAI borrows SpaceX branding, and SpaceX joins the Nasdaq 100 as Shotwell gifts shares to two million kids.

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Brazil Clears Six Spectrum Bands for Starlink Direct-to-Cell Service
Musk Industry Dailies·Jul 6, 2026

Brazil Clears Six Spectrum Bands for Starlink Direct-to-Cell Service

Brazil clears a spectrum path for Starlink direct-to-cell, EU safety rules reshape Tesla's fleet argument, and UK politicians float treating X like a broadcaster. The thread is regulation setting the terms.

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Tesla's Megapod Turns Your House Into an AI Data Center
Farzad Exclusive·Jul 6, 2026

Tesla's Megapod Turns Your House Into an AI Data Center

Tesla filed a trademark for Megapod, a modular AI data center in a crate. Line up the five layers it owns - chip, power, cooling, fab, model - and a consumer AI box that heats your home and pays you stops looking like a fantasy.

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Tesla Grows Texas Robotaxi Fleet to 102 Model Ys
Musk Industry Dailies·Jul 6, 2026

Tesla Grows Texas Robotaxi Fleet to 102 Model Ys

Tesla's registered Texas robotaxi fleet grew to 102 Model Ys, Japan logged its best-ever quarter, Model Y led the world in May, and Florida floated a state fleet review.

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