Cont: Musk, SpaceX and future of Tesla II

[Roger Ramjets]

Only if you massively fake the numbers. SpaceX has two customers NASA and Starlink. And neither have a need to push SpaceX's revenue anywhere near high enough.

Starlink is a subsidiary of SpaceX. It had an income of $11.4 billion in 2025, and has currently has 13.6 million customers (consumer subscribers).

Elon Musk Just Gave the Top End of His SpaceX Revenue Forecast About a 2% Chance. His Best Guess Sits at the Bottom End.

Musk said it "seems quite likely" that annual recurring revenue (a yearly pace based on December) will top $500 billion in December 2027. He called that his "best guess" and "not a promise." As for $1 trillion, he said it's "not out of the question" and put the odds at about 2%. Even the low end is five times the $100 billion yearly pace SpaceX expects to hit this December.

On the October call, Musk said he's "highly confident" of adding 10 gigawatts next year, bringing the total to around 13. Even if it all came from computing power, $500 billion split across 13 gigawatts would be about $38 per watt. Musk guessed on the second-quarter call that computing power could pull in $30 to $50 per watt, and Johnsen said in October that pricing is running a bit over the high end of that range.

So I don't think $500 billion is far-fetched.

 

[dirtywick]

Elon Musk defends convicted rapist Russell Brand over ‘unjust’ sentencing

The 51-year-old “Get Him to the Greek” star was found guilty last week of one count of rape and three counts of sexual assault.

pagesix.com

musk weighs in on russell brand situation in typical racist fashion

 

[Darat]

Weren't those sentences appealed and increased?

 

[dirtywick]

Weren't those sentences appealed and increased?

perhaps, i have no idea

 

[Helen]

Elon Musk defending Russell Brand? Well I never!

 

[jeremyp]

So are Cybertruck parts also ceasing production? If someone needs a replacement polygon body panel in a year, are they just screwed?

You'll still be able to find panels at the edges of American highways having been shed by Cybertrucks running at speed.

 

[jeremyp]

To be fair we should compare the Cybertruck to its main competition, the Ford F-150 Lighting:

The main competition for the Cybertruck is the Ford F-150.

2022 15,617
2023 24,165
2024 33,510
2025 27,307
2026 4,770
Here we see that according to your numbers the Tesla Cybertruck outsold Ford's 'Cybertruck killer' in 2 out of the 3 years it's been in production. From 2024 to 2026 The F-150 Lightning sold a total of 65,587 units, 748 less than the Cybertruck's 66,335 units.

Ford sells more F-150s in a quarter than all the Cybertrucks ever sold.

The F-150 Lightning's poor sales are surprising, considering that:-
- The F-150 is the most popular pickup truck on the planet.
- Its more conventional design should have made it far more attractive than the Cybertruck.
- It debuted at $39,974 for the Pro trim (later raised to 54,995), while the Cybertruck started at $99,990.
- It qualified for the $7,500 tax credit, whereas the Cybertruck didn't because it cost over $80,000.
- Though the base model only had 240 miles range, the extended range version had the same range as the Cybertruck (320 miles) but $20,000 cheaper ($27,500 cheaper with the tax credit).

With all those things going for it the F-150 Lightning should have outsold the Cybertruck several times over.
The fact that it didn't suggests that the market for electric trucks in the US just isn't there.

That last sentence is absolutely true. It's amazing I could figure it out but Genius Musk couldn't.

 

[dudalb]

Elon Musk defends convicted rapist Russell Brand over ‘unjust’ sentencing

The 51-year-old “Get Him to the Greek” star was found guilty last week of one count of rape and three counts of sexual assault.

pagesix.com

musk weighs in on russell brand situation in typical racist fashion

Not surprised that Musk still longs for Aparthied.

 

[dudalb]

Waiting for Musk to comment on the Huang scandle.

 

[The Great Zaganza]

He has to rearrange his portfolio to maximally profit from his own comments

 

[Dabop]

The main competition for the Cybertruck is the Ford F-150.



Ford sells more F-150s in a quarter than all the Cybertrucks ever sold.


That last sentence is absolutely true. It's amazing I could figure it out but Genius Musk couldn't.

'WORLDS' most popular truck???
Only if your world doesnt extend outside the US...
In most of the world- its a rare thing to ever see a F150...
(personally I havent seen one since before covid hit!!!)

Australia loves their utes- but not the US made stuff- where in 2025, the F150 here sold a 'huge' 792 F150's in total- for ALL of Australia- for the entire year...

The Toyota Hilux sold 51297 units for the entire year in 2025- they sold over 5 times per MONTH than Ford sold F150's in the entire year lol
Worse, the MUCH cheaper Hilux can legally carry a LOT more than the F150- because they weigh so much, and car licences are weight restricted to 4500kg GVM, in Australia, Ford to sell them as 'legal with a car licence' rather than a Light Rigid truck licence (which would cripple their already poor sales), means that (depending on model) they are restricted to only 685–878 kg payload due to the vehicle's high kerb weight, where the much cheaper Hilux can carry up to 1380kg depending on model...

The Cybertruck- well it doesn't meet safety standards in most of the world- so you can't even buy one (well not unless you only use it offroad lol- and trailer it everywhere...)

 

[Jim_MDP]

He has to rearrange his portfolio to maximally profit from his own comments

I wonder just how much juggling he can actually do. Very, very little of his wealth is liquid, and any serious sales for trading would crater the prices.

Which reminds me... how much extra is it going to cost him for, what I presume are, the loans against stock for all that donated campaign funding.

Or is the deductibility enough to makee it a wash.