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 shed more details on the upcoming improvements to Tesla’s Full Self-Driving suite, specifically one that the CEO mentioned last week, which should help owners see fewer interventions.

Last week, Musk hinted that one major improvement that Tesla planned to roll out to Full Self-Driving users was the car’s ability “to remember your specific interventions and match each person’s individual preferences.”

Elon Musk says your Tesla will start to learn your individual preferences

This small bit of detail was linked to a post from Tesla community member Whole Mars, who said that FSD’s tendency to exit the carpool lane, a feature that owners can turn on but at times the car will disregard.

It sounds like, based on Musk’s two responses since that original post, it is safe to say the things FSD will start to remember are wide-ranging. However, it seems the biggest differences will be noticed with parking performance, which Musk continues to mention.

Highway Lane Preferences

The initial post Musk mentioned, with these new remembered preferences soon to arrive for Tesla owners everywhere, was the Carpool/Express Lane.

Tesla has a setting in the FSD menu that lets drivers enable HOV Lane travel. However, the car won’t always stay in that suggested or preferred lane.

The car will start to remember your specific interventions and match each person’s individual preferences

— Elon Musk (@elonmusk) July 18, 2026

Some owners have also complained of left lane camping, an illegal maneuver in at least some states. Cruising in the passing lane has resulted in tickets for some, as it is illegal in over 30 states in the U.S.

Tesla did not confirm if these preferences would also be included in new FSD behaviors, but it would certainly help move the company toward fewer interventions.

Parking Preferences

This seems to be the real focus of the entire operation, as Musk stated several weeks ago that parking was overwhelmingly the most frequent reason for interventions.

The major issue with parking is not necessarily the parking “performance,” as FSD is generally good at parking. It definitely has its issues; we’ve recorded plenty of them, including this one as recent as last week:

Yeah it seems like FSD v14.3.5 is having some issues with parking early on https://t.co/Bw5ULfVmDq pic.twitter.com/RHdpjOEpIo

— TESLARATI (@Teslarati) July 13, 2026

However, the changes coming are more about preferences, meaning where you park and how your car enters the spot, either pulling in or backing in. Owners have also reported that pulling into the correct driveway is a relatively rare thing for FSD, something else that needs to be confronted.

Musk basically confirmed that all of these things would be part of Tesla’s plan to address driver preferences with FSD:

Yes

— Elon Musk (@elonmusk) July 20, 2026

It’s obvious there is something big coming with FSD, and the company’s focus seems to be eliminating any intervention that would be related to preferences. This is probably the biggest bottleneck between Tesla and being fully autonomous. Critical interventions do occur, but they are much less frequent.

The only time a driver should be taking over is because of a critical intervention; this seems to be the goal of Tesla right now.

This all seems to be a priority as Tesla continues to move closer to the prospect of unsupervised driving.

Tesla is throwing its Hollywood Diner a first birthday party on July 21 and the celebration comes with a guest list of unique items, including a limited run of Tesla Diner birthday hats personally signed by Tesla Chief Designer Franz von Holzhausen for the first 50 customers who place an in-car order at midnight.

One year after lines wrapped around the block on Santa Monica Boulevard for a diner that most of the restaurant industry did not take seriously, Tesla is making the case that the concept was worth the years it took to build. The concept had been in Musk’s head since at least 2018, when he floated the idea of “an old school drive-in, roller skates and rock restaurant” on X, describing it years later as “‘Grease’ meets ‘The Jetsons’ with Supercharging.”

Tesla Optimus Gen 3 is coming to the Tesla Diner with new ambitions

What made the diner genuinely different from any restaurant that came before it was not the menu or the nostalgia. It was the ordering model. Tesla owners could place food orders directly from their vehicle’s touchscreen before arriving, a small feature that hints at something much larger on the horizon. As the Cybercab and unsupervised FSD expand across major cities, the diner model becomes a template for an entirely new kind of commerce. A robotaxi pulling in to charge does not need a human to walk up to a counter. The vehicle places the order, the food is ready on arrival, and the passenger never interrupts the experience of being driven somewhere else. It is the first glimpse of what drive-through commerce looks like when the car is doing the driving.

As Teslarati has reported, Musk signaled immediately after opening that the Hollywood location was only the beginning, posting that Tesla would expand the concept to major cities worldwide and along Supercharger corridors on long-distance routes if the first location proved successful. One year in, the birthday celebration on July 21 makes a strong case that it has. Tesla announced a full day of events including a Cybercab on display, a birthday menu, Optimus in attendance, face painting, a photo booth, roller skating servers, a light show, a Skypad DJ, and complimentary collectibles.

If Musk’s ambition holds, the Hollywood diner is year one of something much bigger. The birthday party is the proof of concept. The robotaxi fleet is the business model waiting behind it.

Tesla Diner is turning 1 on July 21st, so we’re throwing a party

Come swing by for a day full of fun:
– Cybercab on display
– Birthday menu
– @Tesla_Optimus
– Face painting for kids & adults
– Photo booth
– Servers on roller skates delivering your order
– Light show
– Skypad DJ… pic.twitter.com/TD8pOjihYs

— Tesla North America (@tesla_na) July 18, 2026