According to Sawyer Merritt on Twitter, Tesla's upcoming Q4 earnings call will feature updated questions from retail investors, focusing on topics such as shareholder loyalty and the potential SpaceX IPO. While the published questions do not directly address artificial intelligence, previous earnings calls have highlighted Tesla's significant investment in AI-powered autonomous driving and robotics. As reported by Sawyer Merritt, the evolving concerns of shareholders may influence Tesla's future AI strategy and business priorities, especially as it relates to integrating advanced AI models into its automotive and energy solutions.

According to Sawyer Merritt, Gulf Air has entered into an agreement with SpaceX's Starlink to deploy advanced onboard Wi-Fi across Bahrain's national carrier starting mid-2026. The partnership will provide complimentary Wi-Fi for passengers, enhancing the in-flight experience and supporting Bahrain’s digital transformation objectives. This move demonstrates a growing trend of airlines leveraging satellite connectivity like Starlink's low-latency network to deliver seamless internet access, which opens new opportunities for onboard AI-powered services such as real-time translation, entertainment personalization, and operational analytics for airlines. According to Sawyer Merritt, this strategic adoption of advanced connectivity is expected to empower Gulf Air's crew with digital tools for improved service delivery and operational efficiency.

According to Sawyer Merritt on Twitter, Elon Musk announced SpaceX's next Starship launch will occur in early March, featuring the debut of Starship version 3 with the Raptor V3 engine. The Raptor V3 engine offers nearly double the thrust of its predecessor and is 4 times less expensive, indicating significant advancements in AI-driven manufacturing and optimization processes. These improvements are expected to streamline rocket production through enhanced automation and predictive maintenance, presenting new business opportunities for AI solution providers targeting aerospace efficiency and cost reduction (Source: @SawyerMerritt, Jan 26, 2026).

According to @SawyerMerritt, Elon Musk revealed at the World Economic Forum that SpaceX and Tesla are independently working to manufacture 100GW of solar power in the US within three years. This large-scale solar infrastructure will require advanced AI-driven energy management systems to optimize power distribution, predictive maintenance, and grid integration. The initiative creates significant business opportunities for companies specializing in AI-based energy analytics, smart grid technologies, and renewable energy optimization platforms. Industry experts note that AI will be essential for maximizing output, reducing downtime, and ensuring efficient integration of such vast solar resources into the US power grid (source: @SawyerMerritt, Twitter, Jan 22, 2026).

According to Sawyer Merritt (@SawyerMerritt), SpaceX has announced that high demand for the new Starlink Residential Max plan is causing slight delays in the delivery of the complimentary Router Mini for some customers (source: Twitter). This surge highlights increasing consumer interest in high-performance satellite internet, a trend that is driving AI-powered network optimization and connectivity management. For AI businesses, this demand opens opportunities for deploying machine learning algorithms to enhance network efficiency, automate customer support, and predict bandwidth requirements in real-time, especially in underserved and remote markets.

According to Sawyer Merritt, SpaceX has announced that its Starlink Roam plan now offers 100GB of high-speed data per month, up from 50GB, at no additional cost (source: Sawyer Merritt on Twitter). This significant increase enables businesses and AI-powered operations in remote locations to leverage more robust internet connectivity for data-intensive tasks, such as real-time analytics, edge AI processing, and IoT device management. The update strengthens Starlink's position in supporting global AI deployments, particularly in industries like agriculture, mining, and logistics, where reliable high-speed internet is essential for AI-driven automation and decision-making.

According to Sawyer Merritt, SpaceX has started providing free Starlink satellite internet access in Iran during widespread protests and a prolonged internet blackout (source: Sawyer Merritt on Twitter, January 13, 2026). This move eliminates the subscription fee for Iranian users with Starlink receivers, enabling uninterrupted access to high-speed internet. From an AI industry perspective, this initiative highlights the business opportunity for satellite internet providers to deploy AI-powered network management and anti-censorship technologies in politically unstable regions. The practical application of AI algorithms for bandwidth optimization and real-time traffic rerouting ensures reliable connectivity under challenging circumstances, positioning SpaceX and similar companies at the forefront of AI-driven digital infrastructure solutions.

According to Sawyer Merritt, SpaceX has implemented the Grok AI chatbot on its official website to provide real-time answers to customer inquiries about Starlink internet services. This integration marks a significant advancement in using generative AI to enhance customer experience and streamline support operations in the satellite internet sector. By leveraging Grok's natural language processing, SpaceX aims to reduce response times and improve user satisfaction, presenting new business opportunities for AI-driven automation in telecommunications and tech support. Source: Sawyer Merritt (Twitter).

According to @chamath, as cited by @SawyerMerritt on X (formerly Twitter), there is a contrarian forecast for 2026 where SpaceX would not pursue an IPO, but instead undergo a reverse merger into Tesla. This scenario, if realized, could significantly impact the AI industry by consolidating Tesla's leading automotive AI and robotics platform with SpaceX's advanced space technology and AI-driven satellite communications under a single corporate structure. Such a merger could accelerate integrated AI development for autonomous vehicles, satellite data analytics, and global connectivity, creating new business opportunities across automotive, aerospace, and telecommunications sectors. Source: @SawyerMerritt on X, Jan 10, 2026.

According to @SawyerMerritt, the FCC has authorized SpaceX to deploy and operate up to 15,000 advanced Starlink Gen2 satellites, doubling their previous limit and enabling significant expansion of global high-speed, low-latency internet coverage (source: Sawyer Merritt, Twitter). The decision allows SpaceX to upgrade satellite hardware with cutting-edge technology, operate across multiple frequency bands, and enhance both fixed and mobile satellite services. For the AI industry, this expansion means greater availability of high-throughput, low-latency broadband worldwide, which is critical for real-time AI applications, edge computing, and global data-driven business models. These advancements will support AI-powered remote operations, smart infrastructure, and mobile connectivity even in underserved markets, opening new business opportunities for AI-driven services (source: FCC announcement, Sawyer Merritt, Twitter).

According to Sawyer Merritt, reporting on PCMag, SpaceX executive Jonathan Hofeller confirmed at CES 2026 that Starlink inflight Wi-Fi will remain free for airline passengers through at least 2026 (source: PCMag). This strategic decision positions Starlink as a disruptive player in the aviation connectivity market, offering high-speed satellite internet as a competitive differentiator for airlines. For the AI industry, this move creates new opportunities for deploying real-time data analytics, entertainment, and onboard AI-powered services in aviation, leveraging Starlink’s low-latency network (source: PCMag). The announcement signals a shift towards more accessible and intelligent inflight experiences, opening up business opportunities for AI-driven passenger engagement, predictive maintenance, and operational efficiency solutions.

According to Sawyer Merritt on Twitter, SpaceX's newly released 2025 Starlink progress report reveals plans to double Starlink Kit production in 2026, reaching nearly 50,000 kits per day, all manufactured in the USA (Source: @SawyerMerritt, 2026-01-01). This scale-up would deliver an annual run rate of 17 million kits, significantly expanding the hardware base for Starlink's AI-powered satellite internet network. The anticipated deployment of Starlink V3 satellites is expected to further enhance connectivity, opening new opportunities for AI-driven applications in remote connectivity, IoT, and edge computing. This manufacturing expansion positions SpaceX to meet growing demand for high-speed, globally accessible internet, and to support emerging markets in AI-enabled communications, logistics, and autonomous systems.

According to Sawyer Merritt (@SawyerMerritt), SpaceX plans to double production of its Starlink kits at the Bastrop, Texas facility by 2026 to address increasing global demand. The expansion will enable greater vertical integration in manufacturing processes such as injection molding, die-casting, PCBs, and PCBA assembly. For the AI sector, this scale-up presents significant business opportunities: advanced AI-driven automation and machine learning will likely be integrated to optimize production lines, quality control, and predictive maintenance, supporting SpaceX's strategy to diversify its supply chain and ensure U.S.-engineered products. This move signals a growing trend of leveraging AI-powered smart manufacturing in the satellite and telecommunications industries, opening new markets for AI solutions and services (source: @SawyerMerritt).

According to Sawyer Merritt (@SawyerMerritt), SpaceX completed a record 170 rocket launches in 2025, including both Falcon and Starship vehicles. This milestone highlights the growing role of artificial intelligence in optimizing mission planning, predictive maintenance, and autonomous flight controls. AI-powered scheduling systems and real-time data analysis have enabled SpaceX to maximize launch cadence while minimizing downtime, offering significant business opportunities for AI integration in aerospace logistics and ground operations (Source: Sawyer Merritt Twitter, Dec 31, 2025).

According to Sawyer Merritt on Twitter, SpaceX has released a new photo of the Starship Super Heavy version 3 with the stack now complete (source: Sawyer Merritt, Dec 24, 2025, https://x.com/SpaceX/status/2003871611733295480). This milestone highlights SpaceX’s ongoing implementation of advanced AI systems for launch preparation, real-time telemetry analysis, and autonomous flight control. The integration of AI-driven diagnostics and data analytics continues to accelerate turnaround times and improve safety, creating new business opportunities for AI solution providers in aerospace automation and mission-critical applications.

According to Sawyer Merritt, SpaceX's Starlink has surpassed 9 million customers, growing from 8 million in November and 7 million in August 2025. This marks an average daily addition of 21,275 new users, a 49.3% increase in growth rate compared to last month (source: Sawyer Merritt on X, Dec 23, 2025). The rapid expansion of Starlink's satellite internet service is significantly increasing global access to reliable broadband, enabling advanced AI-powered applications in underserved regions. This surge presents substantial business opportunities for AI-driven solutions in telecommunications, IoT, and edge computing, as organizations can now deploy machine learning models and real-time analytics in more remote and rural markets.

According to @cb_doge on X (formerly Twitter), SpaceX has achieved perfect hot staging on the Starship rocket, with flames venting precisely as engineered. This milestone highlights the company’s advanced use of artificial intelligence for real-time rocket control and predictive maintenance, optimizing engine performance and safety. The successful deployment demonstrates how AI-driven automation is transforming aerospace engineering, opening new business opportunities in reusable rockets, satellite launches, and deep space exploration (Source: @cb_doge on X, Dec 21, 2025).

According to @ai_darpa on Twitter, Elon Musk has announced that the first SpaceX Starship to Mars will be named 'Heart of Gold', referencing the Hitchhiker's Guide to the Galaxy. While the announcement is a pop culture nod, it also signals SpaceX's commitment to the Mars mission and highlights the growing importance of AI technologies in interplanetary travel. AI plays a critical role in autonomous navigation, mission planning, and risk assessment for long-duration space flights, which opens up significant business opportunities for AI startups and established tech companies looking to support deep space exploration. As SpaceX advances its multi-planetary ambitions, the demand for AI-driven systems in spacecraft design, mission logistics, and onboard decision-making is expected to rise, creating a dynamic market for AI solutions in the global space industry (source: @ai_darpa, Dec 19, 2025).

According to @ai_darpa, the Starlink constellation now consists of over 9,000 SpaceX satellites orbiting Earth, which is twice as many as all other satellites combined (source: @ai_darpa, Dec 19, 2025). This rapid expansion is enabling unprecedented global connectivity, making high-speed internet access available in remote and underserved regions. For the AI industry, this scalable, low-latency satellite network opens new business opportunities for cloud-based AI services, edge computing, and real-time data processing worldwide. The development not only accelerates AI adoption in emerging markets but also creates a robust infrastructure for future advancements in IoT, autonomous systems, and smart city solutions.

According to Sawyer Merritt on Twitter, SpaceX is offering to replace first-generation Starlink routers for free to improve customer experience and network performance (Source: PCMag). This upgrade enables enhanced bandwidth and lower latency, which are crucial for AI-powered applications such as edge computing, IoT device management, and real-time data analytics in remote areas. Businesses relying on AI solutions in underserved regions stand to benefit from improved connectivity, opening new opportunities for deploying advanced AI models and services where traditional broadband is unavailable.