{
  "_how_to_add": "Add one object to the top of 'entries' (newest first; the page also sorts by 'datetime_ct'). Fields: datetime_ct 'YYYY-MM-DD HH:MM' in Central Time; title; text (post text or one-line summary); post_url (x.com link, or null while pending); status 'posted' or 'pending'; optional sources_reply_url; sources = list of {publisher, date, url, note}. Use url null when no URL was found. Never invent a URL.",
  "updated": "2026-10-29",
  "entries": [
    {
      "datetime_ct": "2026-10-29 10:30",
      "title": "Gates update: Bastrop solar, Flight 15, bridge loan, Memphis",
      "type": "Board update",
      "status": "posted",
      "text": "Gates page refresh. Bastrop solar construction marked done (under way by May; a SpaceX project) with a new pending gate for first solar cells. The $20B bridge loan gate is marked repaid (June 2026). Flight 15 note updated after both stages' test firings. Memphis note now reflects the city's ordinance text. Internal wording replaced with plain words. The Intel 14A gate waits for Intel's Oct 29 results.",
      "post_url": null,
      "board_url": "https://tenspoke.com/boards/gates/",
      "sources": [
        {
          "publisher": "SpaceX Form 10-Q (SEC)",
          "date": "Oct 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm",
          "note": "$20B bridge loan, once due Sep 2, 2027, repaid in full in June 2026 from the SpaceX Notes"
        },
        {
          "publisher": "SpaceX S-1/A (SEC)",
          "date": "Jun 3, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026040364/spaceexplorationtechnologib.htm",
          "note": "Bastrop to more than double in 2026, adding Starlink gateway antennas, solar cells and AI compute satellites"
        },
        {
          "publisher": "Austin Business Journal",
          "date": "May 13, 2026",
          "url": "https://www.bizjournals.com/austin/news/2026/05/13/spacex-bastrop-solar-cell-factory-construction-atx.html",
          "note": "SpaceX deep into construction of a ~1.1M sq ft solar cell factory in Bastrop County"
        },
        {
          "publisher": "Bloomberg",
          "date": "May 21, 2026",
          "url": "https://www.bloomberg.com/news/articles/2026-05-21/spacex-aims-to-build-10-gigawatt-solar-factory-near-austin",
          "note": "County permit filings: two floors of 5 GW each, 10 GW of solar cells"
        },
        {
          "publisher": "NASASpaceflight",
          "date": "Oct 25, 2026",
          "url": "https://www.nasaspaceflight.com/2026/10/roberts-road-expansion-flight-16/",
          "note": "Flight 15 in November; Booster 22 static fire Sunday Oct 25"
        },
        {
          "publisher": "NASASpaceflight on X",
          "date": "Oct 27, 2026",
          "url": "https://x.com/NASASpaceflight/status/2115198496521195971",
          "note": "Ship 42 six-engine static fire"
        },
        {
          "publisher": "City of Memphis: Substitute Ordinance No. 5986 (as passed Oct 20)",
          "date": "Oct 20, 2026",
          "url": "https://memphistn.gov/wp-content/uploads/2026/10/SUBSTITUTE-ORDINANCE-90-Day-Moratorium-10.20.26-FINAL.pdf",
          "note": "Section 10: 135-day pause on new data-center applications and approvals; exempts vested rights, permitted work on projects already started, and existing data centers; DPD guidance due in 10 days"
        },
        {
          "publisher": "City of Memphis: Mayor Young executive order",
          "date": "Oct 9, 2026",
          "url": "https://memphistn.gov/mayor-paul-young-strengthens-data-center-protections-90-day-policy-review/",
          "note": "Separate 90-day data-center policy review"
        },
        {
          "publisher": "CBS News",
          "date": "Oct 22, 2026",
          "url": "https://www.cbsnews.com/news/memphis-data-center-moratorium-city-council-vote/",
          "note": "One-year moratorium failed; 135-day substitute passed; some members said they got it on short notice"
        },
        {
          "publisher": "ABC24 / localmemphis.com",
          "date": "Oct 21, 2026",
          "url": "https://www.localmemphis.com/article/news/local/substitute-ordinance-no-5988-the-data-center-moratorium-and-what-comes-next/522-fbec348f-2c7a-4df8-96c9-91c6fc986514",
          "note": "Reports existing data centers and vested projects as exempt"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-27 08:15",
      "title": "Board update: Anthropic's $120.5B SpaceX compute commitment, Apollo lease status, Verizon vs Musk",
      "type": "Board update",
      "status": "posted",
      "text": "Mid-morning fixes to today's board: Bet 03 and Coming up now carry Anthropic's S-1 numbers (up to $120.5B through 2029, about $3.1B a month from December, no cancelling before January or March 2027) and note the $40B Apollo chip deal is a lease that has not closed. Bet 02 adds Verizon's 4-6 year, $300B-$500B estimate next to Musk's 2-3 years.",
      "post_url": null,
      "board_url": "https://tenspoke.com/boards/",
      "sources": [
        {
          "publisher": "Anthropic S-1",
          "date": "Oct 26, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm",
          "note": "SEC, SpaceXAI Arrangements: up to $120.5B, ~$3.1B/month, non-cancelable to Jan/Mar 2027"
        },
        {
          "publisher": "SpaceX 8-K",
          "date": "Oct 26, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1181412/000110465926118614/tm2628247d1_8k.htm",
          "note": "SEC, ~$40B Apollo master finance lease commitment, closing expected before year-end"
        },
        {
          "publisher": "Verizon Q3 call transcript",
          "date": "Oct 26, 2026",
          "url": "https://stockanalysis.com/stocks/vz/transcripts/654349-q3-2026/",
          "note": "Stock Analysis / Quartr, Schulman: 65,000-80,000 sites, 4-6 years, $300B-$500B"
        },
        {
          "publisher": "Elon Musk on X",
          "date": "Oct 26, 2026",
          "url": "https://x.com/elonmusk/status/2114774224015663608",
          "note": "\"Will take 2 or 3 years\""
        },
        {
          "publisher": "Starlink on X",
          "date": "Oct 26, 2026",
          "url": "https://x.com/Starlink/status/2114747196226859108",
          "note": "Brazil with Vivo, 7M phones connected"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-25 08:21",
      "title": "Google and Amazon aren't attacking Nvidia. They're defending their chips. (X Article)",
      "type": "Article",
      "status": "posted",
      "text": "On Oct 20 at PyTorch Conference, Google open-sourced TorchTPU and Amazon released TorchNeuron. It reads more like defense of TPUs and Trainium than an attack on Nvidia. Includes the chart 'Who gets the chips in 2026'.",
      "post_url": "https://x.com/tenspokehq/status/2114346506203361731",
      "sources": [
        {
          "publisher": "TechCrunch",
          "date": "Oct 20, 2026",
          "url": "https://techcrunch.com/2026/10/20/google-has-joined-amazon-in-attacking-nvidias-stronghold-with-ai-app-developers/",
          "note": "TorchTPU and TorchNeuron launches; PyTorch used by ~85% of AI apps 'by some accounts'"
        },
        {
          "publisher": "Google Cloud blog",
          "date": "Oct 20, 2026",
          "url": "https://cloud.google.com/blog/topics/ai-infrastructure/torchtpu-is-now-open-source-run-native-pytorch-on-tpus",
          "note": "TorchTPU open source, co-developed with Meta; TPU migration agent"
        },
        {
          "publisher": "PyTorch blog: Introducing TorchTPU",
          "date": "Oct 21, 2026",
          "url": "https://pytorch.org/blog/introducing-torchtpu/",
          "note": "runs the 5,000 most-downloaded Hugging Face models"
        },
        {
          "publisher": "AWS What's New",
          "date": "Oct 20, 2026",
          "url": "https://aws.amazon.com/about-aws/whats-new/2026/10/aws-announce-native-pytorch-support-trainium/",
          "note": "TorchNeuron public beta on Trainium2/3"
        },
        {
          "publisher": "PyTorch blog: Introducing TorchNeuron",
          "date": "Oct 20, 2026",
          "url": "https://pytorch.org/blog/introducing-torchneuron-native-pytorch-backend-for-aws-trainium/",
          "note": "Apache 2.0; upstream PyTorch work"
        },
        {
          "publisher": "Nvidia Q2 FY2027 results (SEC)",
          "date": "Aug 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000073/q2fy27pr.htm",
          "note": "data center revenue $89.0B, up 117%"
        },
        {
          "publisher": "Alphabet Q2 2026 earnings release",
          "date": "Jul 2026",
          "url": "https://s206.q4cdn.com/479360582/files/doc_financials/2026/q2/2026q2-alphabet-earnings-release.pdf",
          "note": "Google Cloud $24.8B, up 82%"
        },
        {
          "publisher": "Amazon Q2 2026 results (SEC)",
          "date": "Jul 30, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1018724/000101872426000024/amzn-20260630xex991.htm",
          "note": "AWS $42.2B, up 37%"
        },
        {
          "publisher": "SpaceX 424B4 prospectus (SEC)",
          "date": "Jun 12, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm",
          "note": "Colossus II: Grok 5 training, ~220k Nvidia chips, ~430 MW in first two clusters"
        },
        {
          "publisher": "Anthropic: Higher usage limits and a SpaceX compute deal",
          "date": "May 6, 2026",
          "url": "https://www.anthropic.com/news/higher-limits-spacex",
          "note": "all of Colossus 1: 300+ MW, 220k+ Nvidia GPUs"
        },
        {
          "publisher": "Anthropic: Expanding our use of Google Cloud TPUs",
          "date": "Oct 23, 2025",
          "url": "https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services",
          "note": "up to 1M TPUs, well over 1 GW in 2026"
        },
        {
          "publisher": "Anthropic: expands Google and Broadcom compute deal",
          "date": "Apr 6, 2026",
          "url": "https://www.anthropic.com/news/google-broadcom-partnership-compute",
          "note": "multiple GW of next-gen TPUs from 2027"
        },
        {
          "publisher": "Broadcom 8-K (SEC)",
          "date": "Apr 6, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1730168/000119312526144028/d87999d8k.htm",
          "note": "Anthropic to access ~3.5 GW of TPU capacity through Broadcom from 2027"
        },
        {
          "publisher": "Anthropic: Anthropic and Amazon expand compute collaboration",
          "date": "2026",
          "url": "https://www.anthropic.com/news/anthropic-amazon-compute",
          "note": "up to 5 GW of Trainium; nearly 1 GW by end-2026"
        },
        {
          "publisher": "Anthropic: Microsoft, NVIDIA, and Anthropic partnerships",
          "date": "Nov 18, 2025",
          "url": "https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships",
          "note": "$30B Azure compute; up to 1 GW Grace Blackwell / Vera Rubin"
        },
        {
          "publisher": "OpenAI and NVIDIA",
          "date": "Sep 22, 2025",
          "url": "https://openai.com/index/openai-nvidia-systems-partnership/",
          "note": "LOI for at least 10 GW; first GW H2 2026"
        },
        {
          "publisher": "OpenAI and AMD",
          "date": "Oct 6, 2025",
          "url": "https://openai.com/index/openai-amd-strategic-partnership/",
          "note": "6 GW; first 1 GW MI450 H2 2026"
        },
        {
          "publisher": "OpenAI and Broadcom",
          "date": "Oct 13, 2025",
          "url": "https://openai.com/index/openai-and-broadcom-announce-strategic-collaboration/",
          "note": "10 GW of OpenAI-designed chips, racks from H2 2026"
        },
        {
          "publisher": "AMD and Meta",
          "date": "Feb 24, 2026",
          "url": "https://ir.amd.com/news-events/press-releases/detail/1279/amd-and-meta-announce-expanded-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus",
          "note": "Meta up to 6 GW; first GW from H2 2026 (chart buyer split)"
        },
        {
          "publisher": "AMD and Oracle",
          "date": "Oct 14, 2025",
          "url": "https://newsroom.amd.com/news/oracle-and-amd-expand-partnership-to-help-customers-ach/",
          "note": "50,000 MI450 GPUs from Q3 2026 (chart buyer split)"
        },
        {
          "publisher": "Morgan Stanley CoWoS estimates via Longbridge",
          "date": "2025",
          "url": "https://longbridge.com/en/news/250535599",
          "note": "2026 CoWoS wafers: Nvidia ~595k, Broadcom ~150k incl. ~90k for Google TPU"
        },
        {
          "publisher": "Morgan Stanley CoWoS estimates via Advanced Packaging News",
          "date": "2025",
          "url": "https://advancedpackaging.news/article/123685/AI_boom_drives_surge_in_CoWoS_packaging_demand",
          "note": "AMD ~105k wafers"
        },
        {
          "publisher": "Morgan Stanley via GMT Eight",
          "date": "2025",
          "url": "https://www.gmt8press.com/content/detail/291642",
          "note": "510k Nvidia wafers ≈ 5.4M chips; Alchip (AWS Trainium) ~50k wafers"
        },
        {
          "publisher": "Morgan Stanley TPU forecast via Crypto Briefing",
          "date": "2026",
          "url": "https://cryptobriefing.com/morgan-stanley-broadcom-google-tpu-supply-chain/",
          "note": "~3.2M TPUs shipped in 2026"
        },
        {
          "publisher": "Epoch AI: AI chip owners methodology",
          "date": "2026",
          "url": "https://epoch.ai/data/ai-chip-owners-documentation/methodology",
          "note": "hyperscaler and xAI shares of Nvidia; Omdia AMD customer mix"
        },
        {
          "publisher": "SemiAnalysis",
          "date": "2026",
          "url": "https://inferencex.semianalysis.com/blog/tpu-inferencex-full-steam",
          "note": "Anthropic 1M+ TPUs (~400k bought, ~600k rented)"
        },
        {
          "publisher": "American Compute",
          "date": "Q2 2026",
          "url": "https://www.amcompute.com/blog/blackwell-gpu-market-size-and-fragmentation",
          "note": "Blackwell share by operator type; frontier labs ~6%, mostly xAI"
        },
        {
          "publisher": "TenSpoke estimates (method)",
          "date": "Oct 25, 2026",
          "url": null,
          "note": "Buyer shares in the chart are TenSpoke estimates. Bars = est. 2026 CoWoS wafers (Morgan Stanley). Shares combine analyst customer mixes (Epoch, Omdia, American Compute) with 2026 phase-in of announced deals: ~2 kW per GPU all-in (1 GW ≈ 500k GPUs ≈ 47k Nvidia wafers at ~10.6 chips/wafer); about half of each first GW starting H2 2026 counted in 2026; ~35 TPUs and ~30 Trainium chips per wafer. Colossus 1 shown as wafer-equivalent of installed GPUs."
        }
      ]
    },
    {
      "datetime_ct": "2026-10-25 07:20",
      "title": "Texas robotaxi list hits 970, all recent adds are Cybercabs (thread, 3 posts)",
      "type": "Thread",
      "status": "posted",
      "text": "1/ Tesla's robotaxi list in Texas grew to 970 vehicles on Oct 25: 463 Cybercabs and 507 Model Ys, per a tracker that reads the state DMV's official lists.\n\nThat's up from 927 on Oct 23, and every vehicle added since then is a Cybercab.\n\n2/ https://x.com/tenspokehq/status/2114331527509398007\n3/ https://x.com/tenspokehq/status/2114331529425862913",
      "post_url": "https://x.com/tenspokehq/status/2114331524422410682",
      "sources": [
        {
          "publisher": "Robotaxi Pulse (Texas DMV vehicle lists)",
          "date": "Oct 25, 2026",
          "url": null,
          "note": "970 vehicles: 463 Cybercabs, 507 Model Ys; up from 927 on Oct 23"
        },
        {
          "publisher": "Tesla Q3 2026 Update and earnings call",
          "date": "Oct 21, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm",
          "note": "Cybercab in Dallas in November; year-end 24/7 service goal"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-25 07:20",
      "title": "Ukraine says full Starlink speeds are back",
      "type": "Post",
      "status": "posted",
      "text": "Ukraine says full Starlink speeds are back. Musk says its military broke Starlink's terms with offensive drone strikes, and that loophole was closed last week.\n\nFor the Starlink spoke: governments lean on one private network, so Poland and Canada are paying for backups.",
      "post_url": "https://x.com/tenspokehq/status/2114331427059716200",
      "sources": [
        {
          "publisher": "Elon Musk on X",
          "date": "Oct 24, 2026",
          "url": "https://x.com/elonmusk/status/2114063986744275011",
          "note": "terms violation by offensive drone strikes; loophole closed"
        },
        {
          "publisher": "CNBC",
          "date": "Oct 24, 2026",
          "url": "https://www.cnbc.com/2026/10/24/ukraine-starlink-starshield-service-restored.html",
          "note": "Ukraine says full Starlink service restored"
        },
        {
          "publisher": "Poland deputy defence minister Tomczyk (Polskie Radio 24)",
          "date": "Oct 17, 2026",
          "url": null,
          "note": "statement on funding backup satellite networks"
        },
        {
          "publisher": "Telesat contract with Canada",
          "date": "Aug 4, 2026",
          "url": null,
          "note": "Canada paying for a backup satellite network"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-25 07:20",
      "title": "Booster 22 reaches Pad 2 at Starbase",
      "type": "Post",
      "status": "posted",
      "text": "Starship's next booster is on the pad. Booster 22 reached Pad 2 at Starbase on Oct 24, and the beach is closed today, 6 AM to 6 PM CT, for testing.\n\nLikely next: a static fire, where all 33 engines light while it's held down. One of the last big checks before Flight 15. $SPCX",
      "post_url": "https://x.com/tenspokehq/status/2114331367656116693",
      "sources": [
        {
          "publisher": "NASASpaceflight on X",
          "date": "Oct 24, 2026",
          "url": null,
          "note": "Booster 22 rolled to Pad 2"
        },
        {
          "publisher": "City of Starbase beach closure order",
          "date": "Oct 25-26, 2026",
          "url": null,
          "note": "closure Oct 25, 6 AM-6 PM CT, Oct 26 backup"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-24 08:39",
      "title": "Saturday morning roundup across the spokes",
      "type": "Post",
      "status": "posted",
      "text": "Saturday roundup: SpaceX's Q3 10-Q shows one unnamed AI customer at 34.5% of Q3 revenue (about $5.0B of $14.6B) and a $561M paper gain on its Boring Company stake; Falcon 9 launched 27 more Starlink satellites; Tesla's Q3 update says Robotaxi is near 2 million driverless miles and Cybercab joined the Austin fleet; Tesla showed the new Roadster's fighter-jet-inspired cockpit; SpaceX and Tesla filings both confirm special board committees are studying a possible combination.",
      "post_url": "https://x.com/TenSpokeHQ/status/2113988834157281518",
      "sources": [
        {
          "publisher": "SpaceX Q3 2026 10-Q (SEC filing)",
          "date": "Oct 22, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm",
          "note": "unnamed AI customer 34.5% of Q3 revenue; $561M Boring Company gain; special committee"
        },
        {
          "publisher": "SpaceX on X",
          "date": "Oct 23, 2026",
          "url": null,
          "note": "27 Starlink satellites deployed from California"
        },
        {
          "publisher": "Tesla Q3 2026 Update (SEC)",
          "date": "Oct 21, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm",
          "note": "Robotaxi near 2M miles with no safety driver; Cybercab in Austin fleet"
        },
        {
          "publisher": "Tesla on X",
          "date": "Oct 23, 2026",
          "url": null,
          "note": "new Roadster cockpit"
        },
        {
          "publisher": "Tesla Q3 2026 10-Q (SEC filing)",
          "date": "Oct 22, 2026",
          "url": null,
          "note": "special committee on possible combination"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-24 04:29",
      "title": "Reply to @SawyerMerritt: Artemis III is an Earth-orbit practice run",
      "type": "Reply",
      "status": "posted",
      "text": "Good find. Quick context from NASA: Artemis III in 2027 won't land on the Moon. It's a practice run in Earth orbit. Orion docks with a test Starship, a V3 with a docking port added to its nose just for this, and the crew stays in Orion. The big step to watch is refueling Starship in orbit, planned for early 2027. That's what unlocks the 2028 Moon landings.",
      "post_url": "https://x.com/TenSpokeHQ/status/2113925822574624926",
      "sources": [
        {
          "publisher": "NASA lander update and Artemis III page",
          "date": "Oct 23, 2026",
          "url": null,
          "note": "Artemis III Earth-orbit docking test; propellant transfer early 2027"
        },
        {
          "publisher": "Sawyer Merritt on X (NASA SpaceX milestones page)",
          "date": "Oct 23, 2026",
          "url": "https://x.com/SawyerMerritt/status/2113712928440434763",
          "note": "post being replied to"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-23 07:57",
      "title": "Customer B / Anthropic compute thread",
      "type": "Post",
      "status": "posted",
      "text": "1/ The SpaceX Q3 10-Q (Oct 22) calls its biggest customer \"Customer B\": 34.5% of $14.58B revenue, about $5.03B in one quarter, all in the SI segment.\n\nThe filing doesn't name it. The math points to Anthropic. $SPCX",
      "post_url": "https://x.com/tenspokehq/status/2113615838129569864",
      "sources": [
        {
          "publisher": "SpaceX Q3 2026 10-Q (SEC filing, accession 0001628280-26-066880)",
          "date": "Oct 22, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm",
          "note": "Customer B 34.5% of $14,575M Q3 revenue, about $5.03B"
        },
        {
          "publisher": "SpaceX Q2 2026 10-Q (SEC filing, accession 0001628280-26-052535)",
          "date": "Aug 4, 2026",
          "url": null,
          "note": "Customer B 19.5% of $7,814M, about $1.52B"
        },
        {
          "publisher": "SpaceX IPO prospectus (424B4)",
          "date": "2026",
          "url": null,
          "note": "$1.25B/month through May 2029; ramp May–June at reduced fee; either side may exit on 90 days' notice after the first three months"
        },
        {
          "publisher": "SpaceX SEC response letter",
          "date": "2026",
          "url": null,
          "note": "Capacity \"would easily be redeployed\""
        },
        {
          "publisher": "Anthropic",
          "date": "May 6, 2026",
          "url": null,
          "note": "Colossus 1: over 300 MW, 220k+ GPUs; Anthropic adding 2+ GW"
        },
        {
          "publisher": "AWS, Google, Microsoft, CoreWeave, Oracle Q2 earnings calls",
          "date": "2026",
          "url": null,
          "note": ""
        },
        {
          "publisher": "Compute Terminal H100 index",
          "date": "Oct 19, 2026",
          "url": null,
          "note": "$3.75 vs $2.99 a year ago"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-22 14:01",
      "title": "Gates: the next six months on the critical path",
      "type": "Post",
      "status": "posted",
      "text": "The next six months on the critical path, spoke by spoke.\n\nStarship comes first. Flight 15 (NET Nov 8, per NASASpaceflight, Oct 18) tries to catch both booster and ship. Musk called it more likely than not, not guaranteed. Ship refly and on-orbit refueling are targeted for early 2027 (SpaceX Q3 call, Oct 20). That is the gate that sets cost per kg.\n\nCompute: ~2.2 GW by end of October, 2.5–3 GW by year end (SpaceX Q3 call). The year-end number is critical; it is reported with Q4.\n\nOptimus: early production on the Fremont line in Q3. Next is a non-scripted Optimus demo video \"a month or two\" out (Tesla Q3 call, Oct 21), then the 10,000-part supply chain at rate (old board target, Mar 2027).\n\nRobotaxi: sworn NHTSA answers due Oct 30 (Reuters), Dallas in November, 24/7 by year end (Tesla Q3).\n\nTerafab: most research-fab equipment ordered (Tesla, Oct 21). Tools come online in H1 2027.\n\nDates are targets until cleared.\n\nFull gate sequence: board link in bio.",
      "post_url": "https://x.com/tenspokehq/status/2113345053041336831",
      "sources": [
        {
          "publisher": "NASASpaceflight",
          "date": "Oct 18, 2026",
          "url": null,
          "note": "Flight 15 NET Nov 8"
        },
        {
          "publisher": "SpaceX Q3 call transcript (Motley Fool)",
          "date": "Oct 20, 2026",
          "url": "https://www.fool.com/earnings/call-transcripts/2026/10/20/spacex-spcx-q3-2026-earnings-call-transcript/",
          "note": "Flight 15 catch odds, ship refly and refueling timing, ~2.2 GW and 2.5–3 GW compute"
        },
        {
          "publisher": "SpaceX Q3 2026 results (SEC filing)",
          "date": "Oct 20, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm",
          "note": ""
        },
        {
          "publisher": "Tesla Q3 2026 Update (SEC)",
          "date": "Oct 21, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm",
          "note": "Optimus Fremont production, Robotaxi Dallas and 24/7, Terafab equipment ordered"
        },
        {
          "publisher": "Tesla Q3 2026 earnings call transcript (Motley Fool)",
          "date": "Oct 21, 2026",
          "url": "https://www.fool.com/earnings/call-transcripts/2026/10/22/tesla-tsla-q3-2026-earnings-call-transcript/",
          "note": "Optimus demo video \"a month or two\" out"
        },
        {
          "publisher": "Reuters via The Straits Times",
          "date": "Oct 22, 2026",
          "url": "https://www.straitstimes.com/business/tesla-aims-to-sell-cybercab-robotaxis-by-end-of-2026-despite-federal-probe",
          "note": "Sworn Cybercab answers to NHTSA due Oct 30"
        },
        {
          "publisher": "Old TenSpoke board gate data",
          "date": "as of Sep 8, 2026",
          "url": null,
          "note": "10,000-part supply chain target, Mar 2027"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-22 12:35",
      "title": "New intro post (pinned)",
      "type": "Post",
      "status": "posted",
      "text": "Musk isn't running separate bets. He's conducting one orchestra.\n\nExample: Grok Voice 3.0 (launched Oct 14) answers 20,000 Starlink calls a weekday, about 70% with no human, and talks with Tesla drivers.\n\nTen spokes. One orchestrated machine. The context behind $TSLA and $SPCX.",
      "post_url": "https://x.com/tenspokehq/status/2113323339015983251",
      "sources": [
        {
          "publisher": "SpaceXSI: Grok Voice 3.0",
          "date": "Oct 14, 2026",
          "url": "https://x.ai/news/grok-voice-3",
          "note": ""
        },
        {
          "publisher": "SpaceXSI Starlink story",
          "date": "Oct 14, 2026",
          "url": "https://x.ai/stories/starlink",
          "note": ""
        }
      ]
    },
    {
      "datetime_ct": "2026-10-22 10:38",
      "title": "Supply line: Tesla Energy → Super Intelligence (Megapacks at Colossus 2)",
      "type": "Post",
      "status": "posted",
      "text": "Supply line, Oct 22. Tesla Energy → Super Intelligence: about 720 Megapacks (about 2.8 GWh) sit at Colossus 2 in Memphis, per satellite imagery (Canary Media, July 11). Status: done.\n\nWhy it matters: AI data centers need power that's steady at peak load. The batteries come from inside the orchestra, and Tesla's Texas Megafactory is now producing, with 50 GWh planned (Tesla Q3 Update, Oct 21).\n\nThe limit: Colossus 2 also got a direct grid hookup from TVA on Aug 20, so the Megapacks add to grid power rather than replace it. And Tesla says battery supply still caps its vehicle ramp.",
      "post_url": "https://x.com/TenSpokeHQ/status/2113293870750453841",
      "sources": [
        {
          "publisher": "Canary Media",
          "date": "Sep 11, 2026 (satellite imagery dated July 11, 2026)",
          "url": "https://www.canarymedia.com/articles/batteries/xai-massive-battery-memphis-data-center",
          "note": "720 Megapacks, about 2.8 GWh"
        },
        {
          "publisher": "Tesla Q3 2026 Update (SEC)",
          "date": "Oct 21, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm",
          "note": "Megafactory Texas producing, 50 GWh planned; battery supply limits vehicle ramp"
        },
        {
          "publisher": "TVA Board resolution (Power Availability)",
          "date": "Aug 20, 2026",
          "url": "https://tva-azr-eastus-cdn-ep-tvawcm-prd.azureedge.net/cdn-tvawcma/docs/default-source/about-tva/board-of-directors/august-20--2026/resolutions/board-resolution---power-availability-august-2026-v2.pdf",
          "note": "direct TVA service approved for SpaceXAI"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-22 10:38",
      "title": "Reply to @farzyness: turbine blades and vanes",
      "type": "Reply",
      "status": "posted",
      "text": "One angle for the deep dive: on SpaceX's Q3 call, Musk said turbine makers told them blades and vanes run 12 to 18 months behind the rest of the turbine. That's why SpaceX's rocket-engine casting shop is now making them.",
      "post_url": "https://x.com/TenSpokeHQ/status/2113293818007089629",
      "sources": [
        {
          "publisher": "SpaceX Q3 call transcript (Motley Fool)",
          "date": "Oct 20, 2026",
          "url": "https://www.fool.com/earnings/call-transcripts/2026/10/20/spacex-spcx-q3-2026-earnings-call-transcript/",
          "note": "Musk on turbine blades and vanes"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-22 10:37",
      "title": "Reply to @SawyerMerritt: Tesla-SpaceX deal vote rule",
      "type": "Reply",
      "status": "posted",
      "text": "One detail from SpaceX's Q3 call on Oct 20: Musk said any deal would need a 50% vote of all Tesla shares, not just the ones that get voted. He also said the committees haven't agreed on terms, and there's no guarantee they will.",
      "post_url": "https://x.com/TenSpokeHQ/status/2113293774138843281",
      "sources": [
        {
          "publisher": "SpaceX Q3 call transcript (Motley Fool)",
          "date": "Oct 20, 2026",
          "url": "https://www.fool.com/earnings/call-transcripts/2026/10/20/spacex-spcx-q3-2026-earnings-call-transcript/",
          "note": "50% of all Tesla shares; no agreed terms"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-22 08:45",
      "title": "Optimus production starts on the Fremont line (thread, 4 posts)",
      "type": "Thread",
      "status": "posted",
      "text": "Tesla says Optimus production has started on its high-volume Fremont line; Musk says reaching 20,000 a week takes at least a year, outside deliveries likely toward end of 2027, the hand is still the hardest part, and AI5 goes into Optimus around April 2027.",
      "post_url": "https://x.com/tenspokehq/status/2113265367795618253",
      "sources_reply_url": "https://x.com/tenspokehq/status/2113265582795542603",
      "sources": [
        {
          "publisher": "Tesla Q3 2026 Update (SEC)",
          "date": "Oct 21, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm",
          "note": "Optimus production started"
        },
        {
          "publisher": "Tesla Q3 2026 earnings call transcript (Motley Fool)",
          "date": "Oct 21, 2026",
          "url": "https://www.fool.com/earnings/call-transcripts/2026/10/22/tesla-tsla-q3-2026-earnings-call-transcript/",
          "note": "ramp, hand, AI5, demo video"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-22 08:22",
      "title": "Tesla Q3: free cash flow instead of the expected burn",
      "type": "Post",
      "status": "posted",
      "text": "Wall Street expected Tesla to burn about $4.9B in Q3. It made $1.53B of free cash flow instead, and cut its 2026 capex plan to about $20B (Tesla Q3 update, Oct 21).\n\nWhy it matters for $TSLA: the core business is funding robots, chips and Robotaxi without new borrowing so far.",
      "post_url": "https://x.com/tenspokehq/status/2113259583577768261",
      "sources_reply_url": "https://x.com/tenspokehq/status/2113260073535603089",
      "sources": [
        {
          "publisher": "Tesla Q3 2026 Update (SEC)",
          "date": "Oct 21, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm",
          "note": "free cash flow, 2026 capex plan"
        },
        {
          "publisher": "Tesla Q3 2026 earnings call transcript (Motley Fool)",
          "date": "Oct 21, 2026",
          "url": "https://www.fool.com/earnings/call-transcripts/2026/10/22/tesla-tsla-q3-2026-earnings-call-transcript/",
          "note": "capex next year and 2028"
        },
        {
          "publisher": "Yahoo Finance",
          "date": "Oct 22, 2026",
          "url": "https://finance.yahoo.com/markets/stocks/article/tesla-stock-slips-despite-q3-earnings-beat-better-than-expected-capex-spend-101521707.html",
          "note": "consensus cash and capex estimates"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-21 10:37",
      "title": "Track record: Giga Press",
      "type": "Post",
      "status": "posted",
      "text": "Track record: in 2020 Tesla began casting the Model Y rear underbody in one piece; Musk said 70 parts became 1. With a front casting added in 2021, reports put it at 171 parts and 1,600 welds removed and ~300 robots cut vs Model 3. SpaceX's turbine-blade casting is the same idea.",
      "post_url": "https://x.com/tenspokehq/status/2112931206455332917",
      "sources_reply_url": "https://x.com/tenspokehq/status/2112931519882997882",
      "sources": [
        {
          "publisher": "Electrek",
          "date": "May 1, 2020",
          "url": null,
          "note": "Musk quote, 70 parts to 1"
        },
        {
          "publisher": "Electrek",
          "date": "Oct 5, 2021",
          "url": null,
          "note": ""
        },
        {
          "publisher": "Light Metal Age",
          "date": null,
          "url": null,
          "note": "171 parts, 1,600 welds, 300 robots"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-21 10:12",
      "title": "Reply to @elonmusk: SpaceX Q1 2027 revenue guide",
      "type": "Reply",
      "status": "posted",
      "text": "Biggest number from the call: SpaceX guided Q1 2027 revenue to $33–37B, more than double Q3's $14.6B. Analysts had Q1 at about $22B. CFO Bret Johnsen credited visibility into the compute contract pipeline (CNBC, Oct 20).",
      "post_url": "https://x.com/tenspokehq/status/2112925068355580365",
      "sources": [
        {
          "publisher": "CNBC",
          "date": "Oct 20, 2026",
          "url": null,
          "note": "Q1 2027 guide, ~$22B analyst estimate, Johnsen comment"
        },
        {
          "publisher": "SpaceX Q3 call transcript (Motley Fool)",
          "date": "Oct 20, 2026",
          "url": "https://www.fool.com/earnings/call-transcripts/2026/10/20/spacex-spcx-q3-2026-earnings-call-transcript/",
          "note": ""
        }
      ]
    },
    {
      "datetime_ct": "2026-10-21 10:08",
      "title": "Reply to @SawyerMerritt: JPMorgan 10 GW detail",
      "type": "Reply",
      "status": "posted",
      "text": "Helpful detail from Anmuth's note (Oct 21): the 10 GW is incremental compute built in 2027, mostly Vera Rubin. With SpaceX guiding 2–3 GW by end of 2026, that's roughly 13 GW by end of 2027.",
      "post_url": "https://x.com/tenspokehq/status/2112924061093560557",
      "sources": [
        {
          "publisher": "JPMorgan (Doug Anmuth) research note",
          "date": "Oct 21, 2026",
          "url": null,
          "note": "10 GW incremental in 2027, mostly Vera Rubin"
        },
        {
          "publisher": "SpaceX Q3 call transcript (Motley Fool)",
          "date": "Oct 20, 2026",
          "url": "https://www.fool.com/earnings/call-transcripts/2026/10/20/spacex-spcx-q3-2026-earnings-call-transcript/",
          "note": "2-3 GW by end of 2026"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-21 08:44",
      "title": "Tesla Q3 preview",
      "type": "Post",
      "status": "posted",
      "text": "Tesla reports Q3 after today's close, call at 4:30 PM CT. Consensus is about $0.45 a share on $28.3B of revenue, roughly flat vs. a year ago (Tesla IR, Oct 19). The bigger test for $TSLA is cash. S&P Global expects Q3 capex near $7.94B and free cash flow around -$4.1B (Oct 15).",
      "post_url": "https://x.com/tenspokehq/status/2112902860241555878",
      "sources": [
        {
          "publisher": "Tesla IR",
          "date": "Oct 19, 2026",
          "url": "https://ir.tesla.com/press-release/earnings-consensus-third-quarter-2026",
          "note": "Tesla-compiled consensus"
        },
        {
          "publisher": "S&P Global Market Intelligence",
          "date": "Oct 15, 2026",
          "url": "https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/tesla-s-revenue-earnings-expected-to-edge-lower-despite-delivery-beat",
          "note": "capex and free cash flow"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-21 06:32",
      "title": "Power delays and in-house casting",
      "type": "Post",
      "status": "posted",
      "text": "Microsoft left Nscale's planned UK AI site: grid power not expected until the 2030s. NextDC fell ~40% Oct 21 on Melbourne power delays. On Oct 20, Musk said SpaceX's rocket-engine casting shop makes turbine blades and vanes, the part he says suppliers quote 12-18 months late.",
      "post_url": "https://x.com/tenspokehq/status/2112869600702402680",
      "sources_reply_url": "https://x.com/tenspokehq/status/2112869715735421405",
      "sources": [
        {
          "publisher": "Reuters",
          "date": "Oct 19, 2026",
          "url": null,
          "note": "Microsoft/Nscale"
        },
        {
          "publisher": "NextDC ASX release",
          "date": "Oct 21, 2026",
          "url": null,
          "note": ""
        },
        {
          "publisher": "SpaceX Q3 call transcript (Motley Fool)",
          "date": "Oct 20, 2026",
          "url": "https://www.fool.com/earnings/call-transcripts/2026/10/20/spacex-spcx-q3-2026-earnings-call-transcript/",
          "note": "Musk on turbine blades and vanes"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-20 17:01",
      "title": "SpaceX Q3, a closer look (thread, 7 posts)",
      "type": "Thread",
      "status": "posted",
      "text": "The filing behind the $4.40B profit: $2.79B operating income plus other income, interest and a tax benefit; the $1.2B Cursor stock-award charge in the AI spoke; AI capex vs AI EBITDA and Q1 2027 revenue guidance; Terafab timing and Starship Flight 14; the Oct 22 share unlock; and the Tesla/SpaceX special committees mentioned on the call.",
      "post_url": "https://x.com/tenspokehq/status/2112665516204806367",
      "sources": [
        {
          "publisher": "SpaceX Q3 2026 results (SEC filing)",
          "date": "Oct 20, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm",
          "note": ""
        },
        {
          "publisher": "Reuters via NBC News",
          "date": "Oct 20, 2026",
          "url": "https://www.nbcnews.com/business/business-news/spacex-quarterly-revenue-jumps-data-center-rcna604655",
          "note": "capex outlook; LSEG consensus"
        },
        {
          "publisher": "SpaceX Q3 call transcript (Motley Fool)",
          "date": "Oct 20, 2026",
          "url": "https://www.fool.com/earnings/call-transcripts/2026/10/20/spacex-spcx-q3-2026-earnings-call-transcript/",
          "note": ""
        },
        {
          "publisher": "CNBC live blog",
          "date": "Oct 20, 2026",
          "url": null,
          "note": ""
        },
        {
          "publisher": "FXStreet",
          "date": "Oct 20, 2026",
          "url": null,
          "note": "share unlock analysis"
        },
        {
          "publisher": "Yahoo Finance live blog",
          "date": "Oct 20, 2026",
          "url": null,
          "note": ""
        }
      ]
    },
    {
      "datetime_ct": "2026-10-20 15:25",
      "title": "SpaceX Q3 results",
      "type": "Post",
      "status": "posted",
      "text": "SpaceX Q3: revenue $14.58B vs $12.72B expected, net income $4.40B; the AI spoke turned a $431M operating profit on $7.56B revenue; capex $19.6B. Self-reply: Starlink added 1.6M subscribers to 13.6M. Correction reply: consensus net income was $1.57B (LSEG), not $1.87B.",
      "post_url": "https://x.com/tenspokehq/status/2112641356078432728",
      "sources": [
        {
          "publisher": "SpaceX Q3 2026 results (SEC filing)",
          "date": "Oct 20, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm",
          "note": ""
        },
        {
          "publisher": "Reuters via NBC News",
          "date": "Oct 20, 2026",
          "url": "https://www.nbcnews.com/business/business-news/spacex-quarterly-revenue-jumps-data-center-rcna604655",
          "note": "LSEG consensus"
        },
        {
          "publisher": "CNBC live blog",
          "date": "Oct 20, 2026",
          "url": null,
          "note": ""
        },
        {
          "publisher": "Yahoo Finance live blog",
          "date": "Oct 20, 2026",
          "url": null,
          "note": ""
        }
      ]
    },
    {
      "datetime_ct": "2026-10-20 10:33",
      "title": "Reply to @SawyerMerritt: SpaceX Q2 comparison",
      "type": "Reply",
      "status": "posted",
      "text": "Q2 was a GAAP loss of $541M, or 9 cents a share; SpaceX reports adjusted EBITDA ($3.5B in Q2), not adjusted EPS.",
      "post_url": "https://x.com/tenspokehq/status/2112567803060609278",
      "sources": [
        {
          "publisher": "SpaceX Q2 2026 earnings release (SEC 8-K)",
          "date": "Aug 4, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026052515/earningsreleaseq22608042.htm",
          "note": ""
        },
        {
          "publisher": "SpaceX Q2 2026 10-Q",
          "date": null,
          "url": null,
          "note": ""
        }
      ]
    },
    {
      "datetime_ct": "2026-10-20 10:30",
      "title": "Reply to @SpaceX: Starfall specs",
      "type": "Reply",
      "status": "posted",
      "text": "Per the FAA's environmental assessment, Starfall is a disk about 3.1 m wide and 2,100 kg, built to bring up to 1,000 kg of payload back to Earth.",
      "post_url": "https://x.com/tenspokehq/status/2112567049285468268",
      "sources": [
        {
          "publisher": "Space.com",
          "date": "Oct 20, 2026",
          "url": null,
          "note": ""
        },
        {
          "publisher": "NASASpaceflight",
          "date": "Oct 20, 2026",
          "url": null,
          "note": ""
        },
        {
          "publisher": "FAA environmental assessment",
          "date": "May 2026",
          "url": null,
          "note": "cited by both"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-20 08:47",
      "title": "EU 2 GHz satellite-to-phone spectrum (thread, 5 posts)",
      "type": "Thread",
      "status": "posted",
      "text": "Deutsche Telekom, Orange, Telefónica and Vodafone signed a letter of intent for a joint bid on the EU's 2 GHz band; the Commission's three-block split; US pushback; why it matters for the Starlink Mobile bet, with current EU rights expiring May 2027.",
      "post_url": "https://x.com/tenspokehq/status/2112541110077911157",
      "sources": [
        {
          "publisher": "Deutsche Telekom",
          "date": "Oct 19, 2026",
          "url": "https://www.telekom.com/en/newsroom/latest-updates/news/2026/10/deutsche-telekom-orange-telefonica-and-vodafone-have-signed-a-letter-of-intent",
          "note": ""
        },
        {
          "publisher": "SpaceNews",
          "date": "Oct 19, 2026",
          "url": "https://spacenews.com/european-cellular-giants-seek-satellite-partner-for-sovereign-d2d-service/",
          "note": ""
        },
        {
          "publisher": "European Commission",
          "date": "May 27, 2026",
          "url": "https://digital-strategy.ec.europa.eu/en/library/proposal-eu-level-authorisation-systems-providing-mobile-satellite-services-mss",
          "note": "2 GHz proposal"
        },
        {
          "publisher": "Financial Times",
          "date": "Oct 18, 2026",
          "url": "https://www.ft.com/content/d1e28d93-8574-4a46-946a-b261c401d6fa",
          "note": "Puzder remarks"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-20 08:25",
      "title": "SpaceX Q3 preview",
      "type": "Post",
      "status": "posted",
      "text": "SpaceX reports Q3 after today's close, webcast 3:30 PM CT. FactSet consensus (MarketWatch, Oct 19): $1.87B profit vs a $541M Q2 loss, on $12.87B revenue, up from $7.81B. The catch for $SPCX: capex is guided near Q2's $18.4B, mostly AI.",
      "post_url": "https://x.com/tenspokehq/status/2112535572367769606",
      "sources": [
        {
          "publisher": "MarketWatch (FactSet consensus)",
          "date": "Oct 19, 2026",
          "url": "https://www.marketwatch.com/story/spacex-expected-to-turn-a-profit-in-3q-as-revenue-jumps-earnings-preview-40bc2666",
          "note": ""
        },
        {
          "publisher": "SpaceX Investor Relations",
          "date": "Oct 16, 2026",
          "url": "https://ir.spacex.com/updates/releases-details/2026/SpaceX-to-Post-Third-Quarter-2026-Results-and-Host-Webcast-on-October-20-2026-2026-QssQGye3im/default.aspx",
          "note": "date and webcast"
        },
        {
          "publisher": "SpaceX Q2 2026 earnings release (SEC)",
          "date": "Aug 4, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026052515/earningsreleaseq22608042.htm",
          "note": "Q2 loss and revenue"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-19 14:07",
      "title": "Musk share pledge",
      "type": "Post",
      "status": "posted",
      "text": "Musk says he'll give one of his SpaceX shares to every kid in America next year, replying to Anthropic's pledge of 5% of its shares to a public fund. 73M Americans are under 18. No date or plan yet.",
      "post_url": "https://x.com/tenspokehq/status/2112259371396980744",
      "sources": [
        {
          "publisher": "Elon Musk (X)",
          "date": "Oct 19, 2026",
          "url": "https://x.com/elonmusk/status/2112089556615123114",
          "note": ""
        },
        {
          "publisher": "Anthropic",
          "date": "Oct 18, 2026",
          "url": "https://www.anthropic.com/news/public-benefit-fund",
          "note": ""
        },
        {
          "publisher": "CNBC",
          "date": "Oct 18, 2026",
          "url": "https://www.cnbc.com/2026/10/18/anthropic-ai-public-benefit-fund.html",
          "note": ""
        },
        {
          "publisher": "BBC",
          "date": "Oct 19, 2026",
          "url": "https://www.bbc.com/news/articles/cm2kez327gdko",
          "note": "no details yet"
        },
        {
          "publisher": "US Census Bureau",
          "date": "Jun 26, 2025",
          "url": "https://www.census.gov/newsroom/press-releases/2025/older-adults-outnumber-children.html",
          "note": "73.1M under 18"
        }
      ]
    },
    {
      "datetime_ct": "2026-10-19 11:35",
      "title": "Earnings-week preview (thread, 7 posts)",
      "type": "Thread",
      "status": "posted",
      "text": "What to compare SpaceX's Q3 against (Starlink adds, Connectivity margins, the AI side, Starship timing), then Tesla's Q3 consensus and delivery numbers.",
      "post_url": "https://x.com/tenspokehq/status/2112221178446164165",
      "sources": [
        {
          "publisher": "SpaceX Q2 2026 earnings release (SEC)",
          "date": "Aug 4, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026052515/earningsreleaseq22608042.htm",
          "note": ""
        },
        {
          "publisher": "SpaceX Investor Relations",
          "date": "Oct 16, 2026",
          "url": "https://ir.spacex.com/updates/releases-details/2026/SpaceX-to-Post-Third-Quarter-2026-Results-and-Host-Webcast-on-October-20-2026-2026-QssQGye3im/default.aspx",
          "note": "webcast time"
        },
        {
          "publisher": "WIRED",
          "date": "May 20, 2026",
          "url": "https://www.wired.com/story/spacex-ipo-anthropic-compute-finances-risks/",
          "note": "Anthropic terms"
        },
        {
          "publisher": "CNBC",
          "date": "Jun 5, 2026",
          "url": "https://www.cnbc.com/2026/06/05/google-to-pay-spacex-920-million-a-month-for-xai-compute-capacity.html",
          "note": "Google $920M a month"
        },
        {
          "publisher": "TipRanks (UBS estimate, consensus)",
          "date": "Oct 16, 2026",
          "url": null,
          "note": ""
        },
        {
          "publisher": "AI Shift News (FAA planning slides)",
          "date": "Oct 8, 2026",
          "url": "https://aishiftnews.ca/news/starship-flight-15-now-says-nov-8-on-the-faas-planning-slides-three-weeks-later-than-before-with-ship-42s-engines-back-out/",
          "note": ""
        },
        {
          "publisher": "TeslaNorth",
          "date": "Oct 10, 2026",
          "url": "https://teslanorth.com/2026/10/10/elon-targets-starship-flight-15-ship-catch-in-4-6-weeks/",
          "note": "ship catch"
        },
        {
          "publisher": "Zacks via Yahoo Finance",
          "date": "Oct 13, 2026",
          "url": "https://finance.yahoo.com/markets/stocks/articles/tesla-gears-report-q3-earnings-125800623.html",
          "note": "Tesla consensus"
        },
        {
          "publisher": "Tesla Q3 production and deliveries (SEC)",
          "date": "Oct 2, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026064366/exhibit991111111.htm",
          "note": ""
        }
      ]
    },
    {
      "datetime_ct": "2026-10-19 08:38",
      "title": "Intro post (original, replaced as pin on Oct 22)",
      "type": "Post",
      "status": "posted",
      "text": "Ten spokes, one orchestrated machine. Example: Grok Voice 3.0 (launched Oct 14) answers 20,000 Starlink calls a weekday, about 70% with no human, and talks with Tesla drivers.",
      "post_url": "https://x.com/tenspokehq/status/2112176459011997726",
      "sources": [
        {
          "publisher": "SpaceXSI: Grok Voice 3.0",
          "date": "Oct 14, 2026",
          "url": "https://x.ai/news/grok-voice-3",
          "note": ""
        },
        {
          "publisher": "SpaceXSI Starlink story",
          "date": "Oct 14, 2026",
          "url": "https://x.ai/stories/starlink",
          "note": ""
        }
      ]
    }
  ]
}