frozen snapshot — 2026-08-04 · see today →
more minds
Elon Musk

What's on Elon Musk's mind?

read fresh this morning at 6
28%20%15%9%28%
spacex's first-ever earnings report 28% his fortune back at pre-SpaceX-IPO levels 20% up to $120M for the midterms 15% sussexes come for grok’s undressing tools 9% · neweverything else 28%
#1
Wall Street gets its first crack at grilling SpaceX

SpaceX posts Q2 results today, its first as a public company, with analysts lining up questions about AI spending.

SpaceX's first results put Musk's AI spending under Wall Street microscope

Reuters · 2026-08-03
our translation

he spent twenty years answering to nobody. today he answers to people with spreadsheets. floating the 'Tesla-sized revenue' line before the call is the pre-buttal — set the frame before somebody else sets it for you.

Q2 results and call land todayvery sure · 4 sources
#2
Down 50% from June, and Thursday unlocks $104 billion more
$104B lockup expires Aug 6very sure · 4 sources
#3
The $120M midterm check, and the party that never happened
Maine race puts a name on itpretty sure · 3 sources
#4
Harry and Meghan call xAI's image features 'predatory'
new — Sussex broadside plus Minnesota losspretty sure · 3 sources
tuesday, august 4
Sit through SpaceX's first earnings call without saying 'boring'(on the schedule)
Have a real answer ready for the AI capex question(reported)
Post through the 50% drawdown before the opening bell(safe bet)
Quietly approve more ad money for the Maine Senate race(reported)

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

The source

Elon Musk's SpaceX Reports Its Second-Quarter Results Today, but the Real Fireworks Begin on Aug. 6

news.google.com · 2026-08-04

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