A spoke is a product, platform or bet that makes the others stronger. Tap a spoke to see what it is. Starship is #1 because it lifts everything else. Ten spokes are the big things. The board's goals are the key bets we score, and they change as the picture changes.
SPOKE 1 OF 10
Starship
What it is
SpaceX's fully reusable super-heavy rocket, the biggest ever flown.
Why it matters
If it flies cheaply and often, it sets the cost of getting everything else on the wheel to orbit.
What to watch
Test-flight cadence, booster and ship catches, orbital refueling.
SPOKE 2 OF 10
Starlink
What it is
SpaceX's satellite internet constellation, thousands of satellites in low orbit.
Why it matters
It's SpaceX's main profit source: $2.37B operating income on $5.25B revenue in Q3 2026, with 13.6M subscribers. On revenue, SpaceX's Super Intelligence segment ($7.56B) passed it in Q3. It connects people, ships, planes and cars.
What to watch
Subscriber growth, direct-to-cell service, next-gen satellites launched on Starship.
The AI models, and the data centers on the ground that train and run them. SpaceX and Tesla are both building them. SpaceX Super Intelligence (formerly xAI, part of $SPCX) makes Grok and runs the Colossus clusters in Memphis. Tesla also uses the term Super Intelligence (SI) and trains on its Cortex 1 and Cortex 2 clusters in Texas.
Why it matters
AI is the shared brain the other spokes plug into: cars, robots, X and more. In Q3 2026 it was SpaceX's largest segment by revenue ($7.56B, $431M operating income). Tesla says it plans 400 MW of SI training compute by year-end 2026.
What to watch
New Grok model releases, Colossus and Cortex build-outs, deals with the other spokes. Compute in orbit is tracked under spoke 10, Starmind.
Tesla's Full Self-Driving software and its driverless ride-hailing service.
Why it matters
If cars can drive themselves, every Tesla becomes a potential earning asset.
What to watch
Safety data, new cities, rides without a safety monitor, regulatory approvals.
SPOKE 5 OF 10
Optimus
What it is
Tesla's humanoid robot, built to do repetitive physical work.
Why it matters
Musk has said it could become Tesla's most valuable product ever.
What to watch
Robots doing real work in factories, production volume, hand dexterity demos.
SPOKE 6 OF 10
Tesla Energy
What it is
Tesla's battery business: Megapack for the grid, Powerwall for homes.
Why it matters
Grid storage is a big Tesla bet. Q3 2026 deployments were 13.7 GWh, below the roughly 15.9 GWh analysts expected (Tesla, Electrek, Oct 2).
What to watch
Quarterly deployments in GWh, new Megafactory output, data-center deals.
SPOKE 7 OF 10
Terafab
What it is
A planned chip fab for Tesla and SpaceX: chips made in Texas.
Why it matters
Every other spoke runs on chips; making its own would remove a big bottleneck.
What to watch
Musk's stated targets (Oct 20, 2026): equipment commissioning in the first half of 2027, a first test chip around May or June 2027, volume production in Q3 or Q4 2028, with "big error bars." Tesla's capex plan includes building a semiconductor fab. Musk said Terafab needs at least tens of billions in equipment through early 2028; Tesla and SpaceX have not yet agreed who pays for what.
Tesla's cars and trucks: Model 3, Y, S, X, Cybertruck, Semi.
Why it matters
The fleet on the road is the data and revenue base for FSD and Robotaxi.
What to watch
Quarterly deliveries, new or cheaper models, Semi production ramp.
SPOKE 9 OF 10
X
What it is
The social network formerly called Twitter, now part of SpaceX alongside Grok.
Why it matters
It's the global town square and a real-time data feed for Grok.
What to watch
Usage, payments features, how tightly it ties into Grok.
SPOKE 10 OF 10
Starmind
What it is
AI compute in orbit: the idea of running AI data centers in space.
Why it matters
Solar power and launch on Starship could make space a place to run big AI.
What to watch
Concrete plans, first test hardware, launch dates. Very early stage.
Tap or click another spoke to see it here.
1StarshipHauls it all to orbit
2StarlinkInternet from space
3Super IntelligenceThe shared brain
4FSD + RobotaxiCars that drive themselves
5OptimusRobots that do the work
6Tesla EnergyMegapack + Powerwall
7TerafabChips made in Texas
8Tesla VehiclesThe fleet on the road
9XThe global town square
10StarmindAI compute in orbit
Daily
Today's board
One page, updated daily. What's new today, with sources and what each update means. What's coming up. And the bets that decide whether it all works, scored and dated.