This Week in Elon

Tesla and SpaceX shares slide after Republican midterm losses, Tesla says it will end Cybertruck production in 2027, Starship targets a double catch on November 13, Russia pushes its Starlink rival Rassvet, and Texas's incoming governor asks for a pause on Boca Chica land.

In this episode:

• Tesla and SpaceX shares slide after Republican midterm losses, erasing over $420 billion in combined market value — https://news.google.com/rss/articles/CBMiiAFBVV95cUxPbVlBX0FCZGw4ZnNTUlRoSU5wSjJRWllFQ2JTZjBHNy1CQ0VXNWZWb1Y1V2dDWXhLQWIxZC1hNG00U0xXUjZIdHV6U0FaWS1hN1BURXBNd2g4Q0RoT0lFX21qMlNrQTkwelZndmExbGpSdlhlQ24taDl4QXpTQkNmVlJZc3FaajZl?oc=5

• Tesla will end Cybertruck production in 2027 as sales stall, with Musk shifting capacity toward the Cybercab robotaxi — https://electrek.co/2026/11/06/tesla-ending-cybertruck-production-sales-10-percent-plan/

• SpaceX's next Starship flight, a dual booster-catch attempt, is set for Friday the 13th but still awaits FAA approval — https://www.teslarati.com/spacex-starship-catch-nov-13/

• Russia's security council orders a faster expansion of its own Starlink alternative as Kyiv says Moscow already uses one for military communications — https://news.google.com/rss/articles/CBMi0AFBVV95cUxQM1lNNTd4SjQ5dGlFcG1hdjFVY2lvOXZDMVZCUmZjaTJBSXlFTGZsS1E2aEt2bXhQUXl4R0FrZnNtUlFpdUo5RVJUZ2JISllTV0RFQ0tqLWNSNk5HeVBpU2N1WFJKck9LRHYxSE9nSjJ1cXhpN3VKNlV6TGhTSkVOR3EzT2dtSXBtUTNEU2FkQVVBLUVMckZvU0c2dkhQcmNyVTh6V01CcnF6MmFtV0lfS2pNTU1JSEdMRWxUV1lqblJtanNaRTljQXRPN0hQbEJl?oc=5

• Texas's incoming governor asks for a pause on land talks with SpaceX after the Democratic midterm wins — https://news.google.com/rss/articles/CBMisgFBVV95cUxOUmo5bGd6NWxSRkMyY09hNDJJMVdYc1RuY1B1UUlrZG4wT2hCdVY3aERmejgwR2RWZlhGRjRLeXVnYXk0X3ZaMVNhSm54LXhVQlgtU2NrS0JSSWV0dXpfUmRtMHlGYmtBYlo1RG53NjJPMTB0QnZENlp0TFJXY0FnQ01yQklnc1hIV0ZmU2lhV28tN3RYdGNvWGdWczU3cENFRHFWaFpBbVNPT3V6UzgyRURR?oc=5

Chapters:

0:00 Intro & headlines

0:47 Midterm sell-off

3:11 Cybertruck ends 2027

5:38 Starship Flight 15

7:46 Russia's Rassvet

10:04 Boca Chica land pause

SpaceX announces a $40 billion financing for AI chips, then watches more than $500 billion of market value vanish from its October high. Also: the Starlink speed-cap fight with Ukraine, Neuralink's Blindsight waiting on regulators, and Tesla's switch to FSD referral rewards.

In this episode:

• SpaceX closes a $40 billion debt deal to fund AI chip purchases, per Musk — https://news.google.com/rss/articles/CBMipgFBVV95cUxNUXFtN2R4aGlycUhma055anhqaWRzSVFqRHg3NDJHQXpJb1ZXZGtqZF8wSENhc2xNTjlBNmJyMWdzaWdQZmU2d0NvWDJ1VzI4RlVCUG1ERDFnWlJpUmlEdTJDZUt2ckM1bjBleS11a3ZQaDF1QjByVzNYV1Y4YV9CWEFOYWFVaHhhM1l3d29kQm55MjFUUTlZWm9mVnlnamJBUWg3NWVR?oc=5

• SpaceX shares slide, erasing hundreds of billions in market value within a month — https://news.google.com/rss/articles/CBMiywFBVV95cUxQUjIzTnREODk0SVA3WEdBTnoycWlTN3ptYzZLRWlycE4yMmpfNjVPNzVNWm42Q18wT3JzVEVoVmZPbk9pR0lncVltMGZuWk5acnJ6Z2psVmtxazBDWEt1RTdEakQwa3l4WE5ZcTh1dXIxbUlCQVVxYWg0WjhwUTF5bnBuVzVNZUZIVlJWVGhwcEpNdndtcEVaVE1uYjR5amFEUlVtc3p4TUZySXhQaU1tV0RwNkZtalYtdW1PcDV0ei1jRHZ4azkzeTJCSQ?oc=5

• Musk says SpaceX restricted Starlink in Ukraine; Kyiv disputes the account — https://news.google.com/rss/articles/CBMiuwFBVV95cUxPWl82WHg4VTJVUThiR0d5ejZaZ0lRaXhBTWZma3dMUXVkQkY5SGstT3BWNnBGY0RCdjVMX2Q4OVFlWFZoLWJZQW9pa3JXdnFZREEzTjdKeTEzLWJtU3U5Z1NuT1llelFqLTFLMkZxYmF2V2VYbFUtLVB2RktGX25nU2lpaHhLNjRTeUZ1Q0lDeDZGUUtBQV9CTndkU1VrS3JSb0xJbTdRZUJ0Smx5R0o1YjF4cDh2NkI2UlJv?oc=5

• Neuralink says its Blindsight implant is ready and awaits regulatory approval — https://news.google.com/rss/articles/CBMilAFBVV95cUxNQzgzWTI1S3BmZ3ZUOXZLY0RUcHRmNndYRHlyeFBGbUpwdXhfeGl3SnZwSDBPLWYwNjBCNDhkb0JMeUVOQlpTZkNKZ3JhbDVjODhyN01KbnN4cXFhYmExdllYNDJvbjBBZUpVSHVLeDUtejhkdXptc0lQblJDaEl1YVFmbnJkcTdxMWotY2xXRTRXZnpJ?oc=5

• Tesla replaces car referral rewards with Full Self-Driving credits for referrals — https://electrek.co/2026/10/30/tesla-referral-program-fsd-car-rewards-dropped/

Chapters:

0:00 Intro & headlines

0:38 SpaceX $40B GPU debt

2:40 SpaceX stock slide

5:07 Starlink and Ukraine

7:32 Neuralink Blindsight

9:16 Tesla FSD referrals