frozen snapshot — 2026-08-03 · see today →
more minds
Elon Musk

What's on Elon Musk's mind?

read fresh this morning at 6
26%22%16%11%25%
spacex's first-ever earnings report 26% · newup to $120M for the midterms 22% his fortune back at pre-SpaceX-IPO levels 16% the tesla china split he says never happened 11% everything else 25%
#1
SpaceX Faces Wall Street For The First Time

Reuters, CNBC and Axios all frame it identically: the debut earnings report is a referendum on how much he's spending on AI.

SpaceX's post-IPO plunge sets tense backdrop for first earnings report

CNBC · 2026-08-03
our translation

he took it public so the money would be infinite, and now the money has opinions. the whole play this week is to say 'tesla-sized revenue' early and loudly so nobody gets around to asking about the capex line

new — First SpaceX earnings report lands this weekvery sure · 4 sources
#2
The $120 Million Midterm Check
Spend now reported at $100M–$120Mvery sure · 4 sources
#3
Half A Fortune, Gone In A Few Weeks
SpaceX off 50%+ from peakpretty sure · 4 sources
#4
'Absurdly Fake News,' Says The Man Who Merges Things
Denial recirculating a second daypretty sure · 4 sources
monday, august 3
Rehearse the 'Tesla-sized revenue' line before earnings(reported)
Repost the AI breakout chart, but bigger this time(safe bet)
Reply 'Absurdly fake news' to at least one more China story(reported)
Refresh the net worth number. Then refresh it again.(safe bet)

rebuilt from the public schedule, pool reports & old habits — the rest is educated guessing

The source

SpaceX Heads Into Earnings Week With Musk Backing Tesla-Sized Revenue Claim

news.google.com · 2026-08-03

every line on the pad traces to something public — tap to see it