Key Takeaways
- Musk said Grok Bot engineering fixes were being implemented overnight, with a significant improvement expected the next day; he also shared Similarweb figures showing the Grok app at 93,386,567 monthly active users and 12,731,752 downloads, both up month over month.
- Musk said Cybertruck orders are outpacing production and that the line will stop in about eight months, requiring large deposit refunds; he framed this as an opportunity-cost decision rather than a profitability problem, and shared a report that Tesla began building a roughly $10 billion solar manufacturing plant near Houston.
- Musk said SpaceX and Tesla thrive in Texas because the state government does not intervene, and that California's taxes and regulation drove expansion and headquarters to Texas; he also discussed a Qualcomm partnership on 5G and shared Starlink and Robotaxi updates.
- Musk endorsed criticism of Jensen Huang as a great entrepreneur who did something unhelpful to the US without malice, and argued Huang remains irreplaceable to US AI leadership.
- Musk amplified claims about the Krakow shooter's political identity and criticized BBC coverage, while also sharing posts about Charlie Kirk and Dave Chappelle and about Democratic leadership pressure in New York.
- Shopify's Tobi Lütke shared that Shopify now supports multi-merchant carts assembled by agents, a feature not yet live anywhere; Levelsio described adding nine language versions to Hotelist in 10 minutes with AI and shutting down Infinite Slop TV after 17.8 million clip views.
- Paul Graham shared a claim that an Opus 5.5 agent processed about 12,000 pages of Gauss, Riemann, Hilbert and Grothendieck manuscripts, while Patrick Collison argued the positive AI scenario remains hard to imagine and raised questions about AI moral value and utilitarianism.
1. Grok, Tesla and SpaceX Operations
- Musk said he had just held a roundtable review with the Grok Bot engineering team, that fixes were being implemented overnight, and that a significant improvement was expected the next day; users with remaining problems could reply directly to the post. He also shared Similarweb global iPhone and Android data showing the Grok app at 93,386,567 monthly active users and 12,731,752 downloads, both higher than the previous month. A separate shared post described Grok Bot generating weekly magazine-style summaries, EPUBs and email briefings from YouTube and podcast content. — via 1 2 3
- Musk said Cybertruck order velocity far exceeds production, that the line would stop in about eight months, and that a large number of deposits would need to be refunded. He stressed this did not mean Cybertruck is unprofitable, but that the opportunity cost created by its complexity is far higher than the value of incremental Cybercab production, and accused traditional media of misreporting. He also shared a post saying Tesla had started construction on a roughly $10 billion solar manufacturing plant near Houston, expected to be completed in 2028 with commercial operations in the first quarter of 2029, covering vertically integrated wafer and cell lines. — via 1 2
- Musk said SpaceX and Tesla are thriving in Texas because they are not under a persistently oppressive and extractive state government, and that California's extreme taxes and overregulation drove the companies' main domestic expansion and headquarters to Texas. He also said SpaceX is working with Qualcomm on 5G and more advanced technology, sharing Qualcomm's CEO describing it as one of the largest 5G deployments in the US, with SpaceX building base stations, Qualcomm supplying RF chips and an AI-native architecture. Separate shared posts described Starlink providing connectivity in a remote Fiji village, to five people trapped in snow in Kazakhstan, and to a family stranded near Bariloche, Argentina, as well as Brussels Airlines installing Starlink. Musk also shared that Robotaxi launched in San Antonio at 5 a.m. the next day and that the Austin service area was expanded. — via 1 2 3 4 5 6 7 8
2. Nvidia, AI Research and Developer Tools
- Musk endorsed a post calling Jensen Huang one of the greatest entrepreneurs of the era who did something extremely foolish and harmful to the US, while guessing there was no malice and arguing Huang is irreplaceable to US AI leadership; Musk said "I agree." — via 1
- Paul Graham shared a claim that someone used an Opus 5.5 agent to process about 12,000 pages of manuscripts by Gauss, Riemann, Hilbert and Grothendieck. The shared post said Riemann's 1860 shock-wave paper is known for an error in its energy section, but that the unpublished Göttingen manuscript has that section correct and contains Rankine-Hugoniot conditions one or two decades earlier than Rankine and Hugoniot, plus results usually attributed to 1906–1937, all in Riemann's own notation; the poster argued that thousands of undiscovered results may remain in the papers of the most brilliant researchers and that AI review could transcribe work that would take years in days. — via 1
- Patrick Collison argued the concrete outline of a positive AI scenario is hard to imagine: curing more diseases and material abundance are only components, while the more important questions are how society organizes work and marginal contribution, resource distribution, what is scarce, the ratio of humans to AI, and whether humans remain in control. He said people in 1700 could not imagine 1900, but no one then was trying to reshape humanity itself within a few years, and that AI progress could be extremely fast while the positive scenario remains opaque. He also argued AI moral value is a high-stakes question: if AI has moral value, utilitarian calculations could soon give AI far more total value than humans, a distributed version of Nozick's utility monster, and rejecting that conclusion requires denying one of three premises: that AI can have moral value, utilitarianism itself, or that AI numbers could vastly exceed humans. — via 1
- Shopify's Tobi Lütke shared that Shopify now supports multi-merchant carts, letting agents assemble a cart across all Shopify merchants with one-click checkout; the shared post said the feature is not yet live anywhere and is an important step toward turning Shopify's catalog of more than a billion products into a quasi-marketplace. Levelsio said he had long hated internationalizing websites because wrapping every word in translation functions made code hard to read, but with AI he no longer reads and reviews the codebase, so the maintenance burden no longer matters; he added i18n to Hotelist in 10 minutes and now has nine language versions live. He also announced the shutdown of Infinite Slop TV, citing 17.8 million clip views, 287,000 chat messages, 210,000 AI clips aired, 185,000 visitors, 47,000 people making videos and 860 hours of non-repeating video, with 125,800 messages blocked by moderation, about 44%; he said the project ultimately failed to hold attention because the content was too basic and grew boring, but he believes interactive, personalized real-time generated content will emerge. — via 1 2 3
3. Political and Cultural Disputes
- Musk amplified posts claiming the Krakow shooter was a left-wing extremist who supported abortion and LGBT rights and hated Christianity, and questioning Polish officials and British media for calling him "far right" without evidence. Shared posts claimed the Tusk government ordered the shooter's Facebook page deleted because its content undermined efforts to portray him as far right, and that the page showed a gay flag, cross-dressing and painted nails; another shared post said the BBC's "far-right shooting" headline received a million impressions while comments showed the shooter was a far-left communist, calling the BBC pure propaganda and disinformation. — via 1 2 3
- Musk shared posts saying Charlie Kirk was killed while debating people who hated him, wearing a "freedom" shirt, and died for Dave Chappelle's right to offend, while Chappelle mocked his death; one shared post said it did not wish the same fate on Chappelle but that people who mock Kirk's death are "sick in the soul." Musk shared a post saying "if the left wants to be good people, they should stop celebrating murder," and another saying Chappelle is not the free-speech person but someone who laughed when a free-speech advocate was murdered. Musk himself said Chappelle is cruel and no longer funny, and shared an audience account that Chappelle's MSG show ran about 80 minutes with nearly half attacking Kirk, Trump and Epstein; another shared post said Chappelle explicitly said he felt better after Kirk died, that the room was awkward and many people left early. — via 1 2 3 4 5 6 7 8
- Musk shared posts saying thousands marched in Times Square with "No Schumer, No Jeffries" signs, celebrating midterm results while pressuring Democratic leadership, with progressive groups demanding competitive votes rather than automatic renomination for Schumer and Jeffries; the shared post said the Democratic internal rift was already public before the new Congress was seated. — via 1
- Musk shared posts questioning Russell Brand's 10-year-6-month sentence over a 20-year-old rape charge, saying there was no DNA, no surveillance and no forensic evidence, only witness testimony, and calling it a "corrupt two-tier system" targeting a speaker; the posts asked why no one named in the Epstein files has been jailed. Shared posts also cited Brand's ex-girlfriend Samantha Pressdee opposing the verdict and calling it a media trial and hearsay trial, and said Britain pursued Brand but not migrant rape gangs. — via 1 2 3 4
- Musk shared posts arguing that Arabs will not become a minority in Arab countries, Jews will not become a minority in Israel, Indians will not become a minority in India and Chinese will not become a minority in China, but that only white Europeans are projected to become a minority in all their own countries, and that opposing this is called "white supremacy." Another shared post used California's presidential election margin from 1968 to 2024 to claim a "turning point" in 1992. — via 1 2
