Investor's Corner
Elon Musk delivers Tesla Model 3 to owner’s home in test of factory-direct system
Tesla continues to push new initiatives to get the Model 3 delivered to buyers as efficiently as possible. In a recent announcement on Twitter, CEO Elon Musk revealed that the electric car maker has been trying out a new vehicle delivery system that uses enclosed trailers to transport vehicles straight from the factory to owners’ homes. Musk noted that the new delivery system is “super convenient” and a process that ensures vehicles are handed to their owners in pristine condition, despite not having the usual plastic wrap.
The first images of Tesla’s factory-direct delivery system were recently posted online by Devin Scott from Playa Vista, CA, a beachside enclave and tech hub of Los Angeles that’s located roughly 2-miles from the company’s Marina Del Rey delivery center. Scott noted that his vehicle’s delivery became extra special since his Model 3 was delivered by none other than Elon Musk himself.
We tried out a new delivery system using an enclosed trailer straight from factory to owner’s home, so super convenient & car arrives in pristine condition without wasting plastic wrap https://t.co/exNyhb0zOT
— Elon Musk (@elonmusk) July 30, 2018
With Tesla starting to hit its stride with Model 3 production, producing thousands of vehicles per week, the company must ensure that it does not sit on inventory and end up creating a bottleneck in the delivery of these vehicles. Such a bottleneck appeared to have happened last week, when a Tesla owner reported that a family member was stuck in a delivery center for hours waiting for paperwork to be completed. In response, Elon Musk stated that Tesla is looking to eliminate paper contracts completely. Musk also noted that the company is trying to come up with a system where contracts for the vehicles can be signed digitally, allowing customers to get their cars with a simple tap.
- Tesla Model 3 delivery to customers’ homes. [Credit: Devin Scott/Twitter]
- Tesla Model 3 delivery to customers’ homes. [Credit: Devin Scott/Twitter]
- Tesla Model 3 delivery to customers’ homes. [Credit: Devin Scott/Twitter]
- Tesla Model 3 delivery to customers’ homes. [Credit: Devin Scott/Twitter]
Elon Musk personally delivers a Tesla Model 3 to a reservation holder. [Credit: Devin Scott/Twitter]

Earlier in July, Tesla also introduced a 5 Minute “Sign and Drive” system that expedites the delivery process for Model 3 reservation holders. Under the system, reservation holders are advised to study everything they can about the electric car before their delivery date. This way, Tesla’s staff at the delivery center would only need to cover the basic functions of the vehicle before the customer is given the green light to drive away. As Tesla aims to improve its Model 3 production rate to 6,000 vehicles per week, the electric car maker’s capability to deliver as many cars to reservation holders becomes incredibly important.
Tesla is aiming to hit profitability this Q3 2018. In order to accomplish this, the company would have to deliver as many Model 3 as possible to reservation holders. Considering that Tesla sold its 200,000th electric car in the United States this July, the company has also triggered the phase-out period for the $7,500 federal tax credit granted to buyers of new electric cars. With these factors considered, Tesla would likely push for as many deliveries as it can for the remainder of the year and into early 2019.
Elon Musk
Elon Musk handed Grok something no other AI company can get their hands on
Elon Musk says SpaceX will feed engineering data into Grok’s next model, avoiding restricted material.
Elon Musk said Tuesday that SpaceX will feed its internal engineering data into the next major training run for Grok, the AI model now folded into SpaceX following February’s merger. In a post on X, Musk wrote that SpaceX’s “massive corpus of world-class engineering data,” excluding anything restricted under U.S. arms export law, will be added during supplemental training of what he called the “2T run,” a reference to a roughly two trillion parameter model that would nearly double the parameters behind the latest Grok 4.5 that’s rolling out.
SpaceX’s massive corpus of world-class engineering data (excluding material blocked by ITAR) will be added during supplemental training of the 2T run.
This will dramatically improve Grok’s engineering capabilities. https://t.co/BbQEViFByn
— Elon Musk (@elonmusk) July 21, 2026
The excluded material that Musk is referring to would fall under the International Traffic in Arms Regulations (ITAR), which restricts export of technical data tied to defense and space hardware. That likely rules out propulsion specifics for Merlin and Raptor engines along with guidance and control details for SpaceX’s launch vehicles, but leaves manufacturing knowledge, materials science, and Starlink hardware design on the table.
The announcement extends a pattern that has been building since SpaceX’s Nasdaq debut in June, when the company went public with Grok and xAI’s Colossus supercomputer folded into the pitch to investors.
Days after that listing, SpaceX closed its $60 billion all stock acquisition of coding startup Cursor, giving xAI both enterprise software distribution and a stream of real world developer data to train on. Grok 4.5 launched July 8 running partly on that Cursor training data, with Musk describing it as roughly comparable to Anthropic’s Opus 4.7 but faster and cheaper to run.
Feeding SpaceX’s own engineering data into the next AI model follows the same logic Musk has applied across xAI’s sister companies. Tesla supplies real world driving data and manufacturing expertise, X supplies conversational data, and now SpaceX supplies aerospace engineering data built up since 2002.
Musk did not give a release date for the upcoming AI model, referred to elsewhere as Grok 4.6. He has said the two trillion parameter run is in its final training phase and expected to wrap this week.
Elon Musk
Elon Musk sends first warning to SpaceX short sellers
In a pointed message on X, Elon Musk warned that firms maintaining significant short positions in SpaceX over time face “very low” survival probability.
The statement comes amid post-IPO volatility for the rocket company, now trading under the ticker $SPCX.
The survival probability of firms who maintain a significant short position in SpaceX over time is very low
— Elon Musk (@elonmusk) July 17, 2026
Five weeks after what was described as the largest IPO in history, the stock had fallen roughly 30% from its peak above $2.6 trillion, briefly surpassing Microsoft and Amazon in market value. Short sellers celebrated gains of about $8.7 billion, but Musk’s reply underscores his long-term conviction.
The warning directly echoes a detailed bullish analysis arguing that Starship’s cost reductions could unlock a multi-trillion-dollar space economy. Projects ranging from solar power beamed from orbit and asteroid mining to orbital data centers and Mars terraforming were projected to create over $100 trillion in new market capitalization.
In this vision, SpaceX acts as the essential infrastructure provider, akin to AWS for cloud computing, capturing monopoly-like revenues from launches, crew transport, and data traffic across a rapidly expanding frontier.
This is far from the first time Musk has targeted short sellers. With Tesla, he has repeatedly framed persistent bears as destined for major losses. In July 2024, Musk declared that once Tesla achieves full autonomy and volume production of Optimus robots, “anyone still holding a short position will be obliterated. Even Gates,” referencing Microsoft co-founder Bill Gates’ reported short bets.
Elon Musk reveals what Tesla stock surge could do to Bill Gates
Earlier, in 2018, he taunted shorts that they had “about three weeks before their short position explodes,” a remark followed by sharp stock gains. Musk has also called short selling “value destroying” and once suggested it “should be illegal,” viewing it as betting against innovation and progress.
Critics often dismiss Musk’s optimism as hype, especially when near-term metrics like quarterly deliveries or stock fluctuations disappoint.
Yet his pattern remains consistent: framing short positions against his companies as fundamentally misjudging exponential technological leaps. For SpaceX shorts, the message is clear: betting against multi-planetary ambitions and the infrastructure monopoly they enable carries existential risk for the firms involved.
As Musk and supporters see it, the space economy’s upside dwarfs Earth-bound valuation models, making today’s dips temporary in a decades-long ascent.
Elon Musk
SpaceX Starship Flight 13 aborted at Zero and Musk just told us what broke
Four Raptor engines failed to ignite at T-zero, forcing SpaceX to scrub Starship Flight 13 Thursday.
SpaceX scrubbed the Starship Flight 13 launch attempt Thursday evening at the last possible moment, after four of the Super Heavy booster’s 33 Raptor 3 engines failed to ignite during the startup sequence. The 90-minute window had opened at 6:45 p.m. EDT from Starbase in Boca Chica, Texas, and the countdown had proceeded without issue all day, with more than 11.5 million pounds of liquid methane and liquid oxygen being fully loaded into the rocket before the automated abort triggered. SpaceX’s launch directors posted on X, “Standing down from today’s flight test attempt,” and shut down the livestream shortly after.
Musk confirmed the root cause within hours. “Some of the engines didn’t start, triggering an automatic launch abort,” he wrote on X. “To be confident of a good flight, 2 Raptors will be removed and replaced. Most probable launch timing is early next week.” SpaceX engineers began draining propellant tanks immediately and Booster 20 was rolled back to its hangar for inspection.
The timing adds a layer of significance that did not exist during any of the previous 12 Starship flights. This is the first time SpaceX has attempted to launch Starship since the company made its stock market debut in June, listing under ticker SPCX at $135 per share. Public investors are now watching every Starship outcome in real time, and a last-second abort carries more visibility than it would have six months ago.
Flight 13 was designed to be one of the most consequential tests in the program’s history. It was set to carry 20 Starlink V3 satellites, the first operational payload Starship has ever attempted to deploy. Six of those satellites carried external cameras to photograph Starship’s heat shield from the outside during flight, which would act as a self-inspection approach SpaceX has never attempted before. The mission also needed to complete a Raptor engine relight in space, a step SpaceX skipped on Flight 12 in May after losing an engine during ascent. That Flight 12 booster also flipped 90 degrees off course during its boostback burn when five engines failed to reignite.
SpaceX has not announced an official next launch date. Musk’s “early next week” window points to July 21 or 22 at the earliest, pending the engine swap and a return to the pad.



