Elon Musk confirmed SpaceX will IPO in 2026, reversing a decade-long stance against public markets. The $1.5 trillion offering will fund orbital data centers built on Starlink V3 satellites, putting SpaceX in direct competition with Jeff Bezos and Google. We break down the technical specs, the race to orbit, and what this means for Mars.

The Trump administration acknowledged in court filings that two DOGE employees communicated with a political group seeking to overturn election results, with one signing a Voter Data Agreement days after a federal judge blocked their access to Social Security records. We break down the DOJ disclosure, the Cloudflare data sharing problem, and why the whistleblower who warned about this lost his job.

SpaceX completed Booster 19 just weeks after Booster 18 buckled during testing, keeping Flight 12 on track for March 2026. The mission will debut Version 3 Starship vehicles with Raptor 3 engines, launch from a brand-new pad with a flame trench, and potentially attempt another tower catch.

ServiceNow signs a three-year deal with OpenAI to embed GPT-5.2 directly into its enterprise platform. We break down the competitive dynamics, the $12 billion acquisition spree behind this strategy, and why every enterprise software company is racing to become the AI control tower for business.

Silicon Valley startup Tensor unveiled a $200,000 Level 4 autonomous vehicle designed for personal ownership, and Lyft just reserved hundreds for its own fleet. I break down the 100+ sensors, eight Nvidia processors, and the regulatory hurdles standing between you and a true self-driving car.

It’s been a massive week for the Musk ecosystem. Between the latest Starship milestones and new developments with Tesla’s FSD, there is a lot to unpack.

In this update, we’re breaking down the top stories from the last seven days:

• SpaceX: The latest flight data and what it means for the next launch.

• Tesla & AI: New updates on Optimus and the shift in xAI’s roadmap.

• The Headlines: A quick look at the biggest moves on X and the latest from Neuralink.

I’m cutting through the clickbait to give you the actual numbers and engineering facts. Whether you're tracking your TSLA portfolio or just want to know how close we are to the next big breakthrough, this episode has you covered.

NHTSA extended Tesla's deadline to respond to an FSD investigation covering 8,313 potential traffic violations. The new February 23 deadline arrives just after Musk announced FSD will become subscription-only on February 14, the same day California's DMV gave Tesla to fix misleading marketing or face a sales ban. We break down what federal regulators are actually investigating, why Tesla is juggling three major probes simultaneously, and how the subscription pivot may be a legal hedge as regulators close in.

Ashley St. Clair sues xAI over Grok’s sexualized images on X, X says it added safety limits, regulators move in, and a custody backdrop adds heat to a fast-building case.

Musk Says Retirement Saving May Soon Be Irrelevant.

Ford discontinued the F-150 Lightning after selling 27,300 units in 2025. Tesla's Cybertruck moved just 21,500 globally, running at roughly 10% of planned production capacity. We break down the hidden sales data, SpaceX's bulk purchases, and why the Cybertruck program faces an uncertain future.