Musk says two more Colossus 2 AI buildings come online by December, as a judge lets a pollution suit over their power plant go ahead.

01What's new today

The freshest updates first, each with what is still unknown and which bet it moves.

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02Coming up

• NovemberNov 2: answers due to four senators' letter to SpaceX on Ukraine's Starshield access. Nov 7: Grok API text gets a hidden watermark by default (SpaceXSI docs). Cybercab launches in Dallas (Tesla, Oct 21). Starship Flight 15, no earlier than Nov 12 on an FAA air-traffic planning slide, with a booster and ship catch attempt; FAA launch license still needed. Optimus demo video possible in "a month or two" (Musk, Oct 21). End of November: Colossus 2's Gun Range building operational (Musk target). Nov 17–19: FAA public scoping meetings on Starbase Starship expansion. Nov 30: FAA comments due on Starbase Starship expansion. Nov 30: Starlink's new area-based home prices start with bills on or after this date for affected customers (PCMag).
• DecemberColossus 2's Spam inference building comes online, with about 1.2 million Nvidia Blackwell chips at Colossus 2 by year-end (Musk targets). Dec 1: fourth SpaceX compute hosting deal starts billing. Dec 1: X Money's 6% savings rate applies only to the first $150,000 (X Payments notice via TeslaNorth). Anthropic expects all its SpaceX compute delivered, at about $3.1B a month in total (Anthropic S-1). Dec 3: Tesla annual meeting, 3:00 PM CT (Gigafactory Texas and online). Dec 8: big SPCX unlock. Dec 10: first Starship Starlink mission, no earlier than. EU vote on Tesla's driving software. Starship Flight 16, aimed at December. By year-end: SpaceX's $40B chip lease with Apollo expected to close, with its interest rate set at pricing (8-K); Starship lander Cabin 1 finished (SpaceX chart via TeslaNorth); Tesla targets 24/7 Robotaxi service, first Cybercab sales to customers, and 400 MW of its own AI training compute; SpaceX targets 2.5–3 GW of nameplate compute and a $100B annualized revenue rate based on December.
• 2027January and March: the no-cancel periods on Anthropic's SpaceX compute deals end; after that either side can cancel on 90 days' notice (Anthropic S-1). Q1: possible EU-wide FSD approval (Musk: surprised if later). First half: SpaceX's chip leases begin as Nvidia Vera Rubin chips arrive (8-K); easyJet starts installing Starlink (done by early 2028). Terafab research fab commissioning in the first half, test chip around May–June (Musk). AI5 chip in Optimus around April. Q2: first customer-owned cars join the Robotaxi fleet (Tesla target); Robotaxi revenue "noticeable" (Musk). Starship ship-to-ship fuel transfer demo in Q1 (SpaceX chart via TeslaNorth); weekly Starship flights targeted in the first half. SpaceX's 800 MHz spectrum deal expected to close in the first half. Mobile V2 and Starmind satellites begin flying. Artemis III: Orion docks with a test Starship in Earth orbit (NASA). Uncrewed Starship Moon landing test late in the year (NASA). Optimus deliveries to outside customers around year-end (Musk).
• 2028Canada's own LEO satellite network (Telesat Lightspeed) should be working (Carney). Musk forecasts orbital compute added each month passes ground compute around year-end. Starlink Mobile service on SpaceX's own spectrum targeted for early 2028. Bolivia's towns start paying for school Starlink service after 24 free months (Bolivian government). Terafab volume production targeted around Q3 (Musk). New Roadster production starts (Tesla). First crewed Moon landings planned; NASA picks the first lander by readiness (NASA). Ukraine's first Nokia/ICEYE satellite planned (Nokia). Cowboy Space's Big Iron data-center rocket targets its first flight.
• 2029First Starship launch from SpaceX's planned Louisiana spaceport (target).

03The bets

Ten spokes are the big things. The bets below are a living scorecard; they change as the picture changes. Updated Nov 1, 2026. See all bets.