Private briefing · science / engineering / business
A living watch list: what is shipping, what is next in 90 days, and the sourced documents behind the gold. Politics out.
Unconfirmed items are marked. Cadence forecasts (daily Starship, million-ton Mars) are not treated as operational plans.
Dated events from the watch list · scroll →
Company confirmed a launch event (contest winners 25 Aug). Public rides “as soon as this month.” No calendar day from Tesla.
Music City Loop. Prufrock-MB1/MB2 running; MB3 expected September.
LC-39A. FRR complete 21 Aug. ~9 months early vs May 2027 LRD.
NASA NET, SLC-40. Watkins, Delaney, Kutryk, Teteryatnikov. Crew-12 return follows.
Airspace briefing listed 15 Sep — not a SpaceX commit. End-August is stale. Ship catch slipped to “a few months.”
No EU price or on-sale date yet. A Semi will be on display.
Phased 24 months. Tesla IR still lists Nevada Semi as commissioning.
NTA ceiling 5,000. Eric Early: happy at ~2,500 in a year; bottleneck is not FSD.
IROSAs; exact day unconfirmed.
Tesla IR has not posted dates as of 22 Aug.
One-line status + next milestone
Q2: $28.2B rev · 480,126 delivered · 13.5 GWh storage · 1.48M FSD subs · FCF −$1.1B. 2026 capex >$25B. H1 BEV 838k vs BYD 867k.
Cybercab public launch, Austin — this month (day unconfirmed).
Q2 $7.8B · Connectivity $4.29B / $1.66B op. income · Starlink 12M, ARPU $66. 13 Starship flights; none has reached a stable orbit.
Roman Falcon Heavy NET 30 Aug · Flight 14 airspace 15 Sep · Crew-13 NET 12 Sep.
SpaceX subsidiary (2 Feb). Flagship Grok 4.6 (12 Aug). AI segment loss-making and capex-heavy. Cursor closed 14 Aug at $60B.
Grok 5 in training since Jan — no date. Grok Bot × X API “launching soon.” YE 2026 Colossus fill target.
Investigational. 21 Neuralnauts as of 28 Jan 2026. Zero serious device-related AEs. Four-country EFS plus VOICE.
Blindsight first-in-human — Musk said 2026; still upcoming, no NCT, no implant.
Vegas Loop: >4M passengers, 11 open stations (airport T1/T3 listed open). Nashville MB1/MB2 running. Dubai under contract.
Nashville hiring event 28 Aug. Prufrock-MB3 expected September. Dubai construction start late 2026.
~550M MAU (31 Mar) · 6.3M paid subs · Grok-feature MAU 117M. Ads ~$1.8B FY2025 is S-1-recap, not quoted from MD&A.
Grok Bot discounted X API reads soon after 18 Aug (no date). X Money wider US rollout 2H 2026.
Raise the odds civilization has a future; then use energy, manufacturing, and intelligence to make that future abundant.
Canonical 2026 sitting: WEF Davos, 22 Jan 2026, Larry Fink.
Fri 21 05:40 → Sat 22 05:40 Zurich · 12 items in the full digest
Fri 21 Aug. ~2.98M door-handle + 2.74M DMS. Combined 5.72M Tesla units. OTA remedies. Largest Tesla China recall in this reporting.
Replaces the 10-car Strip interim. Commercial rides expected within ~30 days. Eric Early: 2,500 would be a win; bottleneck is not FSD.
Fri 21 Aug 15:14 UTC, SLC-40. Landing on A Shortfall of Gravitas. 98th Falcon 9 of 2026.
Single-engine deorbit-burn demo, then six-engine ~60 s. After the catch slip, Ship 41 and B21 are likely ocean splashdowns.
Musk Thu 20 Aug. First ship reflight end-2026 / early-2027. Walks back the 4 Aug plan to catch on the next flight.
Prufrock-MB1 and MB2 operating. Third machine is supposed to bake in the first two’s lessons.
Meaningful, not marketing · from the dashboard