frozen snapshot — 2026-08-12 · see today →
more minds
Elon Musk

What's on Elon Musk's mind?

read fresh this morning at 6
26%22%17%11%24%
$119B for the world's largest building 26% · newAI will be 99% of SpaceX's value 22% · newa merger that unlocks the $1T payday 17% · newSpaceX claws back above its IPO price 11% everything else 24%
#1
Terafab Breaks Ground: $16.8B Phase One, 15 Times the Pentagon

A chip plant outside Houston that would be five times larger than the biggest building on Earth — and he is already shopping for exotic light sources to run it.

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

Fortune · 2026-08-10
our translation

he doesn't want a fab, he wants to never ask asml, tsmc or samsung for anything again. the scale is the point: nobody can copy a building this big fast enough to catch him.

new — 20+ outlets on the $16.8B groundbreakingvery sure · 4 sources
#2
He Told Staff SpaceX's AI Will Out-Earn Rockets By Next Month
new — 15 outlets on the all-hands AI numbersvery sure · 4 sources
#3
The Cheat Code: If SpaceX Buys Tesla, He Collects $824 Billion
new — WSJ piece rewritten by a dozen outletspretty sure · 4 sources
#4
Norway's $2.3 Trillion Fund Buys In As SpaceX Retakes $135
Norway's $1.22B stake landed todaypretty sure · 4 sources
wednesday, august 12
Repeat the 99%-AI line until an analyst repeats it back(reported)
Ask someone whether FEL-EUV is real or just cheaper than ASML(reported)
Say nothing publicly about who buys whom in the merger(safe bet)
Post about China again; the engagement was excellent(safe bet)

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

The source

SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff

news.google.com · 2026-08-12

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