Earlier today, Tesla & SpaceX CEO Elon Musk tweeted “Tesla is to protect life on Earth, SpaceX to extend life beyond.”
If this sounds familiar, that’s because you listened to my interview with him on my podcast a couple of weeks ago.
Elon spoke at length about the purposes of both of these companies and shared the importance of protecting life on Earth.
Tesla is to protect life on Earth,
SpaceX to extend life beyond.— Elon Musk (@elonmusk) July 15, 2022
In our talk, Elon pointed out the importance of protecting the creatures on earth–and this includes us, humans, as well.
One of the common misconceptions about Elon Musk is that he wants to go to Mars and forget about Earth and its problems. This is not true.
Although he does want to take humanity to Mars, it’s not to escape problems on earth. It’s to solve another problem that many don’t think about. Preserving the light of consciousness.
What The Light Of Consciousness Means To Elon Musk.
I asked him what the light of consciousness meant to him. It can mean many things to different people. Elon told me:
“To the best about knowledge. the only conscious life that we’re aware of is on earth. Conscious in the sense of at least thinking that it has self-awareness. Like I mean, I think therefore I am or whatever you know Descartes.”
“We’ve never found microbial life in the rest of the solar system but it’s possible that we may find microbial life or something maybe even sea life under the ice of Europa. That’s an interesting open question mark, but at least thus far we’ve seen no signs of life whatsoever not even microbial outside of earth. And according to geological records as best as science can determine, Earth is about four and a half billion years old.”
“The universe is about 13.8 billion years old. This suggests that–it’s odd that there’s not–if the universe is this old, if the solar system is this old, it’s odd that only now very recently has life evolved that can talk and write and communicate ideas in a sophisticated way.”
Protecting Life On Earth
Elon also shared how resources should be used to solve problems on earth while also enabling humanity to become multi-planetary.
“I kind of think we’ve got a responsibility to protect the rest of the creatures on earth, too. I think we should do that and I think a reasonable thing would be like I said about a one percent of our resources and 99 for earth problems”
“But I think one percent for making life multi-planetary and ensuring the long-term survival of consciousness and life as we know it is is worth one percent of resources. That’s what I would propose to the people of Earth.”
“And then of course we still need to make sure things are good on earth. Of course, it’s not like ‘oh let’s abandon earth.’ Sometimes people are like, ‘are you just gonna let Earth go to hell?’ I’m like, ‘no we need to make everything we can to make Earth good.’”
“Tesla’s goal is to help ensure a good future for Earth and then SpaceX’s goal is to make life multi-planetary and ensure the long-term survival of consciousness.”
How Tesla Is Helping Earth
The average person may see Tesla as a luxury car company. In reality, it’s more than that. Tesla’s mission is to accelerate the transition to sustainability and is doing a pretty decent job of this already.
However, this doesn’t mean the work is over–far from it. Together, Tesla and EVs have saved at least 120,000 lives from pollution so far. At the very least.
You can read more about his and the study that led to those numbers here.
SpaceX (NASDAQ: SPCX) will report its first 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
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here
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.
Elon Musk said he is planning to give “every one of his SpaceX shares to every kid in America” in 2027, stating that “this will be the first of many.”
SpaceX went public earlier this year, and its stock price has been relatively stable since leveling off shortly after its IPO. Based on its current price, it’s a gift of just over $10 billion to children across the United States.
It appears to be closely related to President Donald Trump’s bank accounts for children, which were set up earlier this year as Trump Accounts.
Just hours earlier, Anthropic had announced the establishment of its Anthropic Public Benefit Fund, “a new wholly-owned entity dedicated entirely to public benefit.” Musk responded by stating he recommended “giving the shares directly to the public,” and that he would be doing it that way.
Just a little bit later, Musk said children across the U.S. would be getting a share from him:
Next year, I will give one of my SpaceX shares to every kid in America.
This will be the first of many.
— Elon Musk (@elonmusk) October 19, 2026
There are roughly 70 million children, meaning someone under the age of 18, in the United States, according to the Federal Interagency Forum on Child and Family Statistics. Musk’s ownership of SpaceX stock shows he has around 849 million Class A shares of SpaceX stock, according to filings with the SEC.
SpaceX reports its first earnings today: here’s what to expect
SpaceX just launched its secret Starfall saucer again
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds
