Bloomberg reports Anthropic is SpaceX's biggest customer, and Amazon says demand for its cloud is still very strong.

This is a Reported item: neither SpaceX nor Anthropic has confirmed it, and Anthropic declined to comment (Bloomberg). The 34.5% figure itself is in the filing; for the first nine months of 2026 the same customer was 24.2%, and a year earlier it was below the 10% level that must be disclosed. If the report is right, Anthropic now pays SpaceX more than the US government does. It fits Anthropic's own S-1, which puts its SpaceX compute deals at up to $120.5B through 2029, about $3.1B a month from December; the first no-cancel periods end in January and March 2027, and after that either side can cancel on 90 days' notice. What it means: one customer is now about a third of SpaceX's revenue.

Amazon put cash capex (money spent on data centers and equipment) at $75.9B for the quarter; CNBC, using FactSet data, put capital expenditures at $77.3B, well above the $58.7B analysts expected. Amazon still expects about $220B of cash capex in 2026 and "meaningfully more" in 2027, and its free cash flow over the past 12 months was an outflow of $42.4B. What it means: a third big cloud buyer, after Google and Microsoft on Oct 28, says demand is strong and is spending heavily to keep up, which supports SpaceX's compute rental business. Amazon also competes with Starlink through Amazon Leo.

The proposal would also drop some current requirements for satellite-to-phone service, which the FCC calls Supplemental Coverage from Space, and loosen leasing limits. The FCC also proposed auctioning 25 MHz in the 1675-1695 MHz and 2020-2025 MHz bands for ground, satellite-to-phone or mixed use, and it did not act on a SpaceX request tied to a NextNav petition (Broadband Breakfast). Separately, SpaceX told the FCC on Oct 28 that cell-tower protection limits pushed by T-Mobile would create buffer zones of more than 400 km and cut millions off from Starlink Mobile (as reported by TeslaNorth). Comments and a final vote are still to come.

Nov 12 is a planning date shared by the SpaceNotices account, not a SpaceX launch date, and the FAA launch license is still needed (shiftdelete.net, Starlust). SpaceX said Oct 28 that Ship 42 finished a full-length six-engine static fire (an engine test with the rocket held down) plus a single-engine burn that simulates the burn used to leave orbit. Booster 22 fired on Oct 25. SpaceX has caught boosters with the tower's arms before but never a ship; on the Oct 20 call Musk called success on the first try "more likely than not."

The same update added a rear camera view during rides, trip sharing with a friend, a Calm Mode that dims the screen and cabin lights, and Grok in Robotaxi Model Y cars. The post did not say which cities get the new hours, and Tesla still does not publish ride counts. Tesla's target is 24/7 service by the end of the year.

The court found the option did not promise fully driverless driving, that Tesla had already delivered some of its features, including a recent update that added traffic-light and sign recognition and city driving to older cars with the Hardware 3 computer, and that further features depend on technology and regulator approval. Tesla did not immediately comment. Tesla faces similar cases in other countries; whether these owners will appeal is not yet known.

CEO Lip-Bu Tan said select customers are already working with it and that the full 1.0 kit should come by Q1 2027, with 14A production starting in 2028. He again said Intel will not disclose customers unless they announce themselves. Intel is the named process partner for Terafab, so this is a step on Intel's timeline, not Terafab output; Terafab's own targets are a first test chip around May or June 2027 and volume around Q3 2028 (Musk, Oct 20).

New areas include Torrance in Los Angeles, La Jolla in San Diego and a BART station connection in San Jose, and Waymo says its Orlando area nearly doubles in the east. Waymo is Tesla's main US robotaxi rival; for comparison, trackers put Tesla's expanded Houston zone at about 254 square miles. The post gave no new ride or fleet numbers.