frozen snapshot — 2026-08-11 · see today →

What's on Elon Musk's mind?

read fresh this morning at 6

26%21%14%11%28%

$119B for the world's largest building 26% · newa merger that unlocks the $1T payday 21% · newSpaceX claws back above its IPO price 14% starlink v3 vs the phone companies 11% · neweverything else 28%

Musk Commits $119B to Build the World's Largest Building

Terafab's first phase alone is $16.8B, a chip plant five times the footprint of the current record holder — running on gas, not Tesla solar.

Musk’s planned $16.8 billion factory is five times bigger than the world’s current largest building

Fortune · 2026-08-10

our translation

vertical integration is the story he tells the market, but the real point is that nobody else can build it. if the fab exists, he sets the price of compute

new — Terafab renderings dominated a 16-outlet dayvery sure · 5 sources

WSJ: A SpaceX-Tesla Merger Is the Shortcut to $1 Trillion

new — WSJ scoop syndicated across nine outletspretty sure · 4 sources

SpaceX Closes Above Its $135 IPO Price for the First Time in Weeks

First close above $135 since the slidepretty sure · 4 sources

Musk Says Starlink V3 Could Print $200B. T-Mobile's CEO Shrugs.

new — V3 revenue math met T-Mobile pushbackpretty sure · 4 sources

tuesday, august 11

Post another Terafab render at an unhelpful scale(safe bet)

Insist the merger talk has nothing to do with the pay package(reported)

Reply 'Starlink in every car' under a Cybercab clip(safe bet)

Check the SpaceX close against the $135 IPO line(safe bet)

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

The source

Elon Musk reveals plans for world's largest building

news.google.com · 2026-08-11

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