The speaker begins by dramatically announcing the successful 13th test flight of Starship, highlighting an "ultra gentle splashdown" where the vehicle remained "intact" and is now being towed back to Australia. This, he claims, signifies "phenomenally well" progress with "no major setbacks" and "incremental progress with every flight," nearing "rapid, reliable reusability." He predicts this will unlock a "massive increase in Starlink user growth" (20 times more bandwidth per launch) and enable "Starmind data centers in space."
The narrative then shifts to criticizing "haters and trolls" who are allegedly in the "denial" and "anger" stages of grief over SpaceX's (and Elon Musk's) continued success, especially given recent stock price fluctuations. The speaker anticipates they will move through bargaining, depression, and eventually "acceptance" when SpaceX is a "decatrillion dollar company."
He transitions to Tesla, noting that despite its stock also being down, it's making "meaningful progress" in FSD and autonomy. He challenges viewers to check the comments for these "unhappy low-status basement dwellers."
**Key Tesla FSD & Autonomy Updates:**
* **European FSD Safety Data:** Tesla Europe, Middle East, and Africa reported FSD supervised has been **5.2 times safer than manual driving** over **65 million kilometers in five European Union countries** in the last four months.
* Specific stats: 13.4 times less automatic emergency braking, 9.2 times less harsh acceleration, 7.1 times less harsh braking, 7.6 times less hard swerves.
* This is considered a "major milestone" and confirms the software's capability in a new continent.
* **North American FSD Adoption:** In Q2, the FSD attach rate for subscriptions on new vehicles sold in the US was over **55%**.
* **FSD Revenue Growth:** As FSD rolls out globally and improves, FSD revenue for Tesla is predicted to "continue to increase meaningfully" as it's nearly 100% profit.
* **Robo-taxi Service (Austin):** An anecdote reports "probably the best single day for robo taxi availability in Austin," with "27 unique plates" (taxis) seen. **One new unsupervised vehicle** was added, bringing the total to **55 unsupervised robo taxis** in Austin. Availability was high, even during rush hour, with average 15-minute wait times and "extremely high usage." The 57th unsupervised Tesla robo-taxi (via license plate footage) was also noted.
The speaker then reflects on his own "optimism bias," stating he has reached "acceptance" that robo-taxi autonomy is slower than he expected. He mentions he's made "meaningful adjustments" to his upcoming **20-year Tesla and SpaceX valuation models**, which will soon be released on Patreon, with price hikes for new members once they drop.
**Key SpaceX AI Updates:**
* **Grok 4.5 Build Integration:** Grok 4.5 build has been "integrated to the Grok app and the Grok website." This eliminates the previous "text-based interface" (which he humorously equates to needing "the tism") with a "graphical user interface."
* This change is expected to lead to a "huge uplift in Grok build usage," making it accessible to anyone to build websites, apps, and games.
* Grok build is described as "the best bang for buck," "most cost efficient intelligence," "fast as f**k," "very capable and competent," and "extremely efficient."
* Users can publish apps to `grok.me` domains or their own, and export source code to GitHub.
* **Cursor (SpaceX AI) Updates:** "Kimmy K3 is now in Cursor."
* It scores "close to the frontier on Cursor bench."
* Available on "US-based inference" with partners Fireworks Together and Base10.
* "Zero data retention is also supported."
The speaker concludes by reiterating his frustration with "haters and trolls" who ignore this progress, reminding viewers about the Patreon price increase and the upcoming valuation models, and then plugging AG1 as a sponsor.