In recent months, Tesla CEO Elon Musk has been far from the only person at the company using the X platform regularly to spread information about its products. Amidst calls for Tesla to advertise, the use of X from both executives and other employees has increased substantially in the past few months, not unlike how Musk has used the platform over the years.
Beginning around when the Cybertruck was released in November, executives and engineers from the company began sharing information about the pickup, and that has continued steadily since. Executives have also increasingly spoken directly to people on X about that and other subjects, sharing details about the company’s products and responding to some when they raise questions.
Tesla launches advertising on X in the U.S., expanding ‘small scale’ strategy outlined by Musk
Around the launch of the Cybertruck, Tesla employees who received early copies of the vehicle started posting about them regularly, noting specific details about the vehicles and often responding to users in the threads that followed. This played a seemingly key role in marketing the truck and bringing awareness of it to the public, while helping to spread correct information about them.
Below is a post made by Cybertruck Lead Engineer Wes Morrill in December, featuring his dog and talking about the vehicle’s rear seats at a time when little was known about the pickup.
Front seats have enough room underneath for a nice burrow, and it has a window… pic.twitter.com/AEuwBnaE1m
— Wes (@wmorrill3) December 17, 2023
-
Tesla executives have also been more vocal, both on X and in more regular media appearances, including people like Design Lead Franz von Holzhauzen, Vice President of Vehicle Engineering Lars Moravy, and Vice President of Investor Relations Martin Viecha, among others still.
These executives have, once again, been focused on educating the public about Tesla’s products, answering customer questions and responding to inaccuracies. Discussions have ranged from those on the Cybertruck and the upgraded Model 3 to the Optimus robot, the Full Self-Driving (FSD) beta and more.
Tesla Vice President of Public Policy and Business Development, Rohan Patel, has regularly been sharing information about the company’s products and ongoing plans for the past few months. As a recent example from last week, Patel responded directly to inquiries about when Tesla’s FSD beta would become available as a subscription in Canada, saying it was being worked on and would likely be in “the coming weeks.”
Elon approved this Canada update and the team is working on the technical and regulatory procedures to make sure we don’t trigger any unintended provincial issues. Barring any setbacks, I’d expect this in the coming weeks.
I take responsibility for missing this one when the… https://t.co/ZZjUjwMfRw
— Rohan Patel (@rohanspatel) March 9, 2024
Another example includes Tesla Director of Product Design Javier Verdura, who recently pointed out that the Cybertruck tent camper wasn’t fully set up in photos from one publication, making it look worse than when it’s set up properly.
-
The picture shown in the Electrek article is not properly nor fully set up. They literally posted the worst possible picture they could find. When set up properly, the tent looks great. When stowed, it hides neatly under the tonneau cover avoiding aero drag when driving
— Javier Verdura (@JVerdura) March 9, 2024
While CEO Elon Musk hasn’t slowed down in his posting habits, many of them are not about Tesla, SpaceX or his other companies these days, instead being about politics. Still, looking at Musk’s Twitter history, it isn’t hard to see how often he was using the platform to spread news and information about Tesla and SpaceX, all the way back to his early tweets in 2011 and 2012—and this approach seems to be similar to what many at Tesla are now following him into.
In 2022, Visual Capitalist published an article mapping out all of Musk’s tweets between 2012 and 2021, with the vast majority of them being related to Tesla and SpaceX. The piece also lays out the growth of Musk’s follower count during that time, which stands at 175.9 million at the time of writing, up from about 65 million when the article was published.
You can see a few of the graphics from the Visual Capitalist article below.
Credit: Visual Capitalist Credit: Visual Capitalist Credit: Visual Capitalist
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
-
None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
-
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
-
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
-
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Tesla has one big financial question to answer for investors: Morgan Stanley
