News
Could Elon Musk tweet for all of eternity? Digital avatar technology could make it happen
Digital avatars are a blend of science fiction and our current reality, but where is that line drawn, really? Imagine the current minds behind today’s most promising technologies and businesses leaving electronic copies of themselves so that, rather than just existing in nostalgic memories, they could continue contributing to the global conversation for all of digital eternity.
That’s right. The tweets of Elon Musk wouldn’t just be archived for historic perusal. He’d still be tweeting (or opining on a similar platform) long after his great-great-great-grandchildren were graduating from high school on Mars.
Of course, that particular goal could likely be achieved with minimal coding effort utilizing a dataset of his public comments, but that’s not all digital avatar technology is proposing. Imagine being able to approach Elon for personalized business advice, his opinion on a proposed carbon regulation, or thoughts on the name of an off-planet colony, all without the real magnate (magnet?) being directly involved in the conversation – or even alive, for that matter.
MIT Technology Review recently published an article featuring Augmented Eternity, a company developing an application which will host digital personas based on its customers that can be interacted with posthumously. For example, a customer’s business persona could give advice on a corporate deal, and a private persona could be involved with family matters. Utilizing personal data analyzed by artificial intelligence to achieve its goals, Augmented Eternity isn’t the only business on the market for this kind of digital interactivity.
Eternime wants you to live forever as a digital version of your after you die. [Credit: Eterni.me]
The company Eterni.me describes its services as a collection of “your thoughts, stories and memories, curate[d] [into] an intelligent avatar that looks like you…[because]…we all pass away, sooner or later…eventually, we are all forgotten.” Another company with a focus on the living over the dead, ObEN, describes its product as “Personal Artificial Intelligence (PAI)” comprising “personalized digital avatars [that] look, sound, sing, and behave like you…capable of performing a variety of useful tasks.” With its product being a “verified intelligent 3D avatar…perform[ing] activities on your behalf”, ObEN takes direct aim at increasing present day productivity, i.e., benefitting the customer while they are alive.
Admittedly, the idea of storing personal data for use in an artificial intelligence environment isn’t a new one. The concept of creating an avatar embodying the personality of any person has at least been floating around since science fiction envisioned separating human minds from their bodies. One of the notable recent imaginings in entertainment of this concept was seen in the episode, “Be Right Back” from the British science fiction series, “Black Mirror”. In the episode, a widow is able to recreate her dead partner, first as a type of chat box, then a telephone personality, and finally a corporeal being, all by using data obtained via his public electronic records.
Another recent and compelling imagining of this scenario is found in the series, “Caprica”, wherein a teenage girl’s father uploads a sentient avatar of his dead daughter into an advanced robot. The sentience, perhaps, is the factor that makes the software most dangerous, and the avatar’s actions throughout the series confirm this concern. Danger and advanced artificial intelligence are two concepts that seem to come wrapped up in one another, and here we come full circle back to Elon Musk.
When asked what he sees about AI that others with less concern about its future do, Elon replied, “Smart people…define themselves by their intelligence and…they don’t like the idea that a machine could be way smarter than them, so they discount the idea…it’s the wishful thinking situation.” Having also posited that AI is more dangerous than nuclear warheads, there’s no mistaking his position that more care is needed towards the safety of its advancement.
Another major concern of Elon’s, however, is an extinction-level event which will end humanity, and this concern is part of what drives his and SpaceX’s mission towards colonization of Mars. Could digital avatars be a place where concerns and prospects find common ground? Aside from physically relocating part of humanity to another planet to ensure its long-term survival, encapsulating humanity in digital (smarter?) form as proposed by avatar companies might be another way to ensure the legacy of the species, not just individual customers.
Then again, if we’re all living in a simulation to begin with, digitizing our personas may just be completing the predicted circle of life. Stay tuned – the future of tech moves fast.
Investor's Corner
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
SpaceX reported its third-quarter 2026 financial results on October 20, posting the company’s first solidly profitable quarter since going public earlier in the year under the ticker $SPCX.
Revenue reached $14.58 billion, up 161 percent year-over-year from $5.6 billion, and well ahead of consensus estimates in the $12.7 to $12.9 billion range. The results highlight a rapid shift in SpaceX’s center of gravity toward artificial intelligence/super intelligence, while Starlink and traditional space operations continue to show robust progress.
Here are the key financial results for the quarter:
- Revenue of $14.58 billion (+161% YoY)
- Adjusted EBITDA of $8.8 billion (+306% YoY)
- GAAP net income of $4.4 billion (versus a $1.1 billion net loss in the prior-year quarter)
- Adjusted EPS of approximately $0.35 (versus roughly $0.13–0.16 expected)
- Income from operations of $2.8 billion
The AI/SI segment generated $7.56 billion in revenue, an 830 percent year-over-year increase, making it the company’s largest segment for the first time. Growth was primarily driven by the activation of major cloud services agreements, the integration of Cursor (acquired earlier in 2026), and rising usage of Grok models and the newly introduced Grok Bot personal agent.
🚨 SpaceX just reported earnings! Here are some highlights:
Financial:
Revenue $14.58B (+161% YoY) vs. consensus ~$12.7–12.9B
Adjusted EBITDA $8.8B (+306% YoY)
GAAP net income $4.4B (vs. prior-year loss; first solidly profitable quarter post-IPO)
Adjusted EPS ~$0.35 vs. ~$0.13–0.16 expectedSegments:
Super Intelligence (SI, formerly AI): $7.56B (+830% YoY) — now the largest segment, driven by cloud contracts, Cursor, and Grok.
Connectivity (Starlink): $5.25B (+69% YoY).
Space: $1.77B.Other highlights:
Starlink subscribers: 13.6M (+89% YoY).
Nameplate compute: 1.7 GW.
Capex: $19.6B (majority AI infrastructure).
Cash & marketable securities: ~$90B.
First revenue-generating Starship mission (26 V3 Starlink satellites, ~10× Falcon 9 downlink capacity per launch).— TESLARATI (@Teslarati) October 20, 2026
SI adjusted EBITDA reached $5 billion, and nameplate compute capacity stood at 1.7 GW at quarter-end, up from 1.4 GW in June and 0.6 GW a year earlier. Capital expenditures totaled $19.6 billion, with the majority allocated to AI infrastructure, including continued expansion of the Colossus facilities.
The Connectivity segment, which primarily surrounds Starlink, produced $5.25 billion in revenue, a 69 percent year-over-year and 22 percent sequentially. These are pleasant results to see and expected, considering how many airlines have adopted Starlink over the past year.
Starlink consumer subscribers reached 13.6 million, an 89 percent increase from the prior year, and a sequential gain of 1.6 million. Consumer average revenue per user improved to $69. Meanwhile, Enterprise and Government revenue also grew strongly, and Starlink is now installed on more than 3,800 aircraft, making internet more accessible and better performing than previous options.
The Space segment also performed well and contributed $1.77 billion in revenue, up 6 percent year-over-year and 84 percent sequentially. A major milestone was the successful first revenue-generating Starship mission (Flight 14), which deployed 26 V3 Starlink satellites. Those satellites added roughly 10 times the downlink capacity of a typical Falcon 9 Starlink launch.
SpaceX completed 12 customer launches during the quarter, including NASA’s Nancy Grace Roman Space Telescope mission, and continued to grow its backlog of crewed, national security, and commercial flights.
CFO commentary noted that the combination of launch leadership, recurring Starlink revenue, and rapid SI expansion is producing meaningful operating leverage.
The company ended the quarter with roughly $90 billion in cash and marketable securities, providing substantial resources for ongoing investment while targeting an investment-grade balance sheet. Sequential revenue nearly doubled from the $7.81 billion reported in the second quarter, illustrating the pace of the AI-driven acceleration. Things are looking strong for SpaceX.
What’s incredibly striking is the fact that SI has grown to be larger than the rest of the company in such a short amount of time. CEO Elon Musk said on the earnings call that Grok Bot is the “fastest-growing product I’ve ever seen,” so it seems that it could be a true keystone of SpaceXSI over the next few years.
Investor's Corner
SpaceX reports its second earnings today: here’s what to expect
SpaceX (NASDAQ: SPCX) will report its second public earnings call today since its IPO earlier this year, and there are a few things we expect to hear about, as well as Wall Street analysts, who have already outlined their expectations for the call.
Wall Street analysts have a consensus of $12.72 billion in revenue and an earnings per share (EPS) of $0.13. These are broken down into three sectors: Space, Connectivity, and AI/SI, which are perceived in this way:
- Space: $1.41 billion
- Connectivity: $4.84 billion
- AI/SI: $6.47 billion
Other outlets cluster near $12.8 or $12.9 billion in revenue and $0.14 – $0.15 EPS. This implies a roughly 65 percent sequential growth from Q2’s $7.81 billion, driven mostly by AI/SI, with the first post-IPO positive EPS expected.
Here are the three things to watch for on the call:
AI Revenue Ramp and the $100B+ ARR target
AI is truly the swing factor for SpaceX, and analysts expect it to roughly double from Q2’s $2.56 billion and become about half of total revenue. Management previously guided to a $100 billion+ annualized run rate by December, including the Cursor acquisition, which was $60 billion, to close the quarter.
Listen for updates on SpaceX’s compute capacity, especially pertaining to its contracts with Google, Anthropic, and others, revenue per watt, any new deals, and Cursor’s early contribution.
Starlink/Connectivity Metrics and Mobile Expansion
Connectivity remains a main profit engine for SpaceX. Subscriber additions will be something to pay attention to, as Q2 ended at 12 million and previews are looking at 14 million for this quarter. Additionally, ARPU trends, enterprise and government growth, and any commentary on Starlink Mobile will be something to pay attention to, especially following the recent low-band spectrum deal and FCC-related constellation approvals.
Capex Trajectory, Cash Burn/FCF, and Starship/Operational Updates
Q2 capex of roughly $18.4 billion weighed on the stock. Investors will look to scrutinize Q3 spending levels, any guidance on the pace into Q4/2027, free cash flow, backlog, and liquidity. Operational color on Starship (Flight 14 milestones and Flight 15 timing/reusability progress), Falcon cadence, and government/NASA contracts are also in focus.
Of course, there will also be some speculation on the potential Tesla-SpaceX merger, but there was nothing mentioned in the company’s proxy it sent earlier this week.
SpaceX will report earnings after market close today and will stream the call on X.
Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → https://t.co/Qrb0qeVG15
— SpaceX (@SpaceX) October 20, 2026
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News
SpaceX just launched its secret Starfall saucer again
SpaceX launched its Starfall capsule again on Bandwagon-5, this time listed openly beside rideshare customers.
SpaceX launched its Starfall reentry capsule for the second time on Tuesday morning, flying it as the payload of the Bandwagon-5 rideshare mission. Falcon 9 lifted off from Space Launch Complex 40 in Florida at 7:04 a.m. ET with 32 payloads, and the first stage booster, on its 19th flight, landed on the droneship A Shortfall of Gravitas about nine minutes later.
Starfall was scheduled to separate last, 2 hours and 48 minutes after liftoff. The final customer satellite on SpaceX’s mission timeline comes off the upper stage about an hour and nine minutes in, which left a long gap before the capsule was due to be released alone. SpaceX later posted that the payload deployment sequence is complete. At liftoff, the company said Starfall “enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing.”
Starfall enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing https://t.co/y8kJg3QDor
— SpaceX (@SpaceX) October 20, 2026
As Teslarati reported before the first Starfall flight, SpaceX made no public announcement about the vehicle then, and nearly everything known came from FAA and FCC filings. This time Starfall is an item name on the official mission page, listed beside paying rideshare customers. SpaceX has still not said what, if anything, is aboard this Starfall, Spaceflight Now noted.
The FAA’s environmental assessment from May describes a disk about 10.2 feet wide and 2.5 feet tall that weighs roughly 4,600 pounds and can bring 2,200 pounds of payload back to Earth.
Interestingly, the same rocket also carries a competitor’s hardware. Varda Space Industries launched its W-Series 7 capsule on Bandwagon-5, a spacecraft about three times smaller than Starfall that will test whether microgravity can improve the solubility of a cancer drug called Protac. It is Varda’s ninth reentry capsule, and W-8 and W-9 launched earlier this month on Transporter-18. SpaceX has been Varda’s launch provider since the company’s first Falcon 9 rideshare contract in 2021.
SpaceX has not published where or how this Starfall will come down. The preview we ran in June described a recovery from the Pacific Ocean, and the company has not said whether this flight follows the same plan. The launch also arrives hours before SpaceX posts its third quarter results after the market closes, a report we previewed earlier this week.