{ "generated": "2026-10-24", "count": 123, "nodes": [ { "title": "Tesla Motors founded", "company": "tesla", "domain": "capital", "status": "operational", "summary": "Tesla Motors is formed in July 2003. Its first seven years were funded with private money led by Elon Musk.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000119312510149105/d424b4.htm", "SEC" ], [ "https://ir.tesla.com/press-release/tesla-repays-department-energy-loan-nine-years-early", "Tesla IR" ] ] }, { "title": "Musk becomes chairman", "company": "tesla", "domain": "capital", "status": "operational", "summary": "Elon Musk becomes Tesla's chairman in April 2004, per the IPO prospectus, after leading its early funding.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000119312510149105/d424b4.htm", "SEC" ], [ "https://ir.tesla.com/press-release/tesla-repays-department-energy-loan-nine-years-early", "Tesla IR" ] ] }, { "title": "Musk becomes Tesla CEO", "company": "tesla", "domain": "capital", "status": "operational", "summary": "Musk becomes CEO in October 2008. Tesla cuts staff and delays Model S the same month.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000119312510017054/dex109.htm", "SEC" ], [ "https://www.nytimes.com/2008/10/16/technology/start-ups/16tesla.html", "The New York Times" ] ] }, { "title": "$465M DOE loan", "company": "tesla", "domain": "capital", "status": "retired", "summary": "A Department of Energy loan funds Model S and powertrain facilities. Tesla repays it in May 2013.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.energy.gov/edf/tesla", "U.S. Department of Energy" ], [ "https://www.bizjournals.com/sanfrancisco/stories/2010/01/18/daily79.html", "San Francisco Business Times" ] ] }, { "title": "Tesla IPO at $17", "company": "tesla", "domain": "capital", "status": "operational", "summary": "Tesla lists on Nasdaq at $17 a share in June 2010.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000119312510149105/d424b4.htm", "SEC" ], [ "https://ir.tesla.com/press-release/tesla-announces-pricing-initial-public-offering", "Tesla IR" ] ] }, { "title": "SEC settlement", "company": "tesla", "domain": "capital", "status": "operational", "summary": "After the 'funding secured' tweet, Musk settles with the SEC and gives up the chair role.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/newsroom/press-releases/2018-226", "SEC" ] ] }, { "title": "Joins the S&P 500", "company": "tesla", "domain": "capital", "status": "operational", "summary": "Tesla enters the S&P 500 in December 2020.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://press.spglobal.com/2020-12-11-Tesla-Set-to-Join-S-P-500-100-Apartment-Income-REIT-to-Join-S-P-MidCap-400", "S&P Dow Jones Indices" ], [ "https://www.reuters.com/business/autos-transportation/tesla-tumbles-65-record-high-sp-500-debut-2020-12-21/", "Reuters" ] ] }, { "title": "First full-year profit", "company": "tesla", "domain": "capital", "status": "operational", "summary": "Tesla reports its first full-year profit, $721M for 2020.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2020-Update.pdf", "Tesla" ], [ "https://apnews.com/article/coronavirus-pandemic-67705113fb4f895bd051a1bee1d23518", "AP" ] ] }, { "title": "2018 pay award litigation", "company": "tesla", "domain": "capital", "status": "retired", "summary": "A Delaware court voids Musk's 2018 award in January 2024. Shareholders ratify it and move Tesla to Texas; Delaware's Supreme Court restores it in December 2025.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.reuters.com/legal/judge-rules-favor-plaintiffs-challenging-musks-tesla-pay-package-2024-01-30/", "Reuters" ] ] }, { "title": "Up to $1T Musk award approved", "company": "tesla", "domain": "capital", "status": "operational", "summary": "Shareholders approve a performance award worth up to $1T to Musk in November 2025.", "tags": [ "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm", "Tesla / SEC EDGAR" ], [ "https://www.reuters.com/legal/transactional/tesla-shareholders-approve-878-billion-pay-plan-elon-musk-2025-11-06/", "Reuters" ], [ "https://www.stocktitan.net/sec-filings/TSLA/8-k-tesla-inc-reports-material-event-00635d9ba83e.html", "Stock Titan" ] ] }, { "title": "xAI investment vote fails", "company": "tesla", "domain": "capital", "status": "operational", "summary": "An advisory shareholder proposal to invest in xAI does not pass in November 2025.", "tags": [ "DERIVED", "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000110465925108507/tm2530590d1_8k.htm", "Tesla / SEC EDGAR" ], [ "https://www.bloomberg.com/news/articles/2025-11-07/tesla-shareholders-didn-t-approve-authorizing-investment-in-xai", "Bloomberg" ], [ "https://www.stocktitan.net/sec-filings/TSLA/8-k-tesla-inc-reports-material-event-00635d9ba83e.html", "Stock Titan" ] ] }, { "title": "xAI rival suit dismissed", "company": "tesla", "domain": "capital", "status": "operational", "summary": "A shareholder suit arguing xAI competes with Tesla is dismissed in April 2026.", "tags": [ "CLAIM", "LIVE/REPORTED" ], "sources": [ [ "https://www.cnbc.com/2024/01/16/elon-musk-wants-more-control-of-tesla-seeks-25percent-voting-power.html", "CNBC" ], [ "https://www.reuters.com/technology/musk-seeks-25-voting-share-tesla-2024-01-16/", "Reuters" ], [ "https://s3.documentcloud.org/documents/24747977/2024-06-13-e-filed-verified-stockholder-derivative-complaint-tesla-xai.pdf", "Delaware Court of Chancery (via DocumentCloud)" ], [ "https://courts.delaware.gov/opinions/download.aspx?id=394270", "Delaware Court of Chancery" ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm", "Tesla / SEC EDGAR" ] ] }, { "title": "Deliveries fall two years running", "company": "tesla", "domain": "vehicles", "status": "operational", "summary": "Deliveries fall 1.1% in 2024, Tesla's first annual decline, then 8.6% in 2025.", "tags": [ "DERIVED", "LIVE/REPORTED" ], "sources": [ [ "https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-fourth-quarter-2023", "Tesla IR" ], [ "https://ir.tesla.com/press-release/tesla-fourth-quarter-2024-production-deliveries-and-deployments", "Tesla IR" ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026000016/exhibit9914.htm", "SEC" ], [ "https://www.reuters.com/business/autos-transportation/tesla-posts-first-fall-annual-deliveries-demand-slows-2025-01-02/", "Reuters" ] ] }, { "title": "Q3 2026: net income $787M", "company": "tesla", "domain": "capital", "status": "operational", "summary": "Q3 2026 deliveries are 486,532 and net income falls 43% to $787M.", "tags": [ "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026064366/exhibit991111111.htm", "SEC" ], [ "https://assets-ir.tesla.com/tesla-contents/IR/TSLA-Q3-2026-Update.pdf", "Tesla" ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026003837/exhibit991.htm", "SEC" ], [ "https://www.cnbc.com/2026/10/21/tesla-tsla-q3-2026-earnings-report.html", "CNBC" ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm", "SEC" ], [ "https://techcrunch.com/2026/10/21/tesla-stars-optimus-robot-production-in-california-as-profit-falls-43/", "TechCrunch" ], [ "https://www.cnbc.com/2026/10/02/tesla-tsla-q3-2026-vehicle-delivery-production.html", "CNBC" ] ] }, { "title": "10 millionth Tesla", "company": "tesla", "domain": "vehicles", "status": "operational", "summary": "Tesla reports its 10 millionth vehicle produced and delivered.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm", "SEC" ], [ "https://assets-ir.tesla.com/tesla-contents/IR/TSLA-Q3-2026-Update.pdf", "Tesla" ] ] }, { "title": "Proxy has no merger item", "company": "tesla", "domain": "capital", "status": "operational", "summary": "Tesla's proxy for its 2026-12-03 annual meeting covers routine items only. No merger proposal is on the ballot.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm", "Tesla / SEC EDGAR" ] ] }, { "title": "Master Plan 1", "company": "tesla", "domain": "plans", "status": "operational", "summary": "Start with an expensive low-volume sports car, use the money for a cheaper family car, then a more affordable car, and offer zero-emission power.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.tesla.com/secret-master-plan", "Tesla" ], [ "https://www.tesla.com/en_in/master-plans", "Tesla" ] ] }, { "title": "Master Plan, Part Deux", "company": "tesla", "domain": "plans", "status": "operational", "summary": "Solar roofs with batteries, a wider lineup including trucks, self-driving about ten times safer than manual driving, and owner cars in a shared fleet.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.tesla.com/master-plan-part-deux", "Tesla" ], [ "https://www.cnbc.com/2016/07/20/tesla-motors-ceo-releases-new-master-plan.html", "CNBC" ], [ "https://www.tesla.com/en_in/master-plans", "Tesla" ] ] }, { "title": "Master Plan Part 3", "company": "tesla", "domain": "plans", "status": "operational", "summary": "A white paper on electrifying vehicles and backing a renewable grid with about 240 TWh of storage.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.tesla.com/ns_videos/Tesla-Master-Plan-Part-3.pdf", "Tesla" ], [ "https://electrek.co/2023/04/06/tesla-master-plan-part-3-white-paper-math-behind-plan-save-the-world/", "Electrek" ], [ "https://electrek.co/2023/03/01/tesla-does-the-math-transition-world-sustainable-energy/", "Electrek" ], [ "https://www.tesla.com/en_in/master-plans", "Tesla" ] ] }, { "title": "Master Plan Part IV", "company": "tesla", "domain": "plans", "status": "operational", "summary": "Optimus robots, autonomous transport and storage growing alongside AI.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.tesla.com/master-plan-part-4", "Tesla" ], [ "https://www.tesla.com/en_in/master-plans", "Tesla" ] ] }, { "title": "20M vehicles a year goal", "company": "tesla", "domain": "plans", "status": "cancelled", "summary": "A goal of 20 million vehicles a year by 2030, later dropped from Tesla's materials.", "tags": [ "GAP" ], "sources": [] }, { "title": "Roadster (first generation)", "company": "tesla", "domain": "vehicles", "status": "unknown", "summary": "Tesla's first car, a low-volume electric sports car. First delivery came eight months after its announced date.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000119312510149105/d424b4.htm", "SEC" ] ] }, { "title": "Model S", "company": "tesla", "domain": "vehicles", "status": "retired", "summary": "The four-door sedan from Master Plan 1. Deliveries began in June 2012 as the IPO prospectus promised; production ended in 2026.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://ir.tesla.com/press-release/tesla-motors-delivers-worlds-first-premium-electric-sedan", "Tesla IR" ] ] }, { "title": "Model X", "company": "tesla", "domain": "vehicles", "status": "retired", "summary": "An SUV promised for 2013 that reached customers in September 2015. Production ended in 2026.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.reuters.com/article/lifestyle/tesla-delivers-model-x-electric-suv-to-take-on-luxury-carmakers-idUSKCN0RU09I/", "Reuters" ] ] }, { "title": "Model 3", "company": "tesla", "domain": "vehicles", "status": "operational", "summary": "The mass-market sedan. The $35,000 version and the 5,000 per week rate both arrived later than promised.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000156459017014920/tsla-ex991_90.htm", "SEC" ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000156459018016465/tsla-ex991_6.htm", "SEC" ] ] }, { "title": "Model Y", "company": "tesla", "domain": "vehicles", "status": "operational", "summary": "Compact SUV delivered from March 2020. A cheaper Standard trim arrived in 2025, four years after the $39,000 target.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000156459020014992/tsla-ex991_6.htm", "SEC" ], [ "https://electrek.co/2020/03/13/tesla-model-y-deliveries-start/", "Electrek" ] ] }, { "title": "Semi", "company": "tesla", "domain": "vehicles", "status": "operational", "summary": "Electric heavy truck. Pilot deliveries began in 2022; the Nevada volume line opened in 2026, seven years after the original target.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm", "SEC" ], [ "https://www.cnbc.com/2026/09/24/tesla-aims-to-scale-semi-truck-production-with-nevada-factory-opening.html", "CNBC" ], [ "https://electrek.co/2026/09/25/tesla-semi-volume-production-launch-nevada-factory/", "Electrek" ], [ "https://www.theverge.com/transportation/1000317/tesla-semi-launch-customer-delivery-freight-battery-engineer", "The Verge" ] ] }, { "title": "Next Gen Roadster", "company": "tesla", "domain": "vehicles", "status": "delayed", "summary": "Unveiled in 2017 for 2020. Shown again in October 2026, still in design development, with production now targeted for 2028.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://techcrunch.com/2026/10/15/tesla-reveals-spacex-powered-roadster-that-flies-and-falls-with-style/", "TechCrunch" ], [ "https://aviationweek.com/aerospace/emerging-technologies/tesla-demos-flying-roadster-powered-spacex-cold-gas-thrusters", "Aviation Week" ], [ "https://www.theverge.com/transportation/1012552/tesla-roadster-next-gen-reveal-elon-musk", "The Verge" ] ] }, { "title": "Cybertruck", "company": "tesla", "domain": "vehicles", "status": "operational", "summary": "Stainless steel pickup unveiled in 2019 for late 2021. Deliveries began in November 2023 at a higher price.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.reuters.com/business/autos-transportation/tesla-deliver-cybertrucks-after-musk-tempers-expectations-2023-11-30/", "Reuters" ], [ "https://apnews.com/article/tesla-cybertruck-delivery-stainless-steel-production-delay-f3654502027935dfcb325ac762be86ce", "AP" ] ] }, { "title": "Cybercab", "company": "tesla", "domain": "vehicles", "status": "operational", "summary": "Two-seat robotaxi with no steering wheel. Production began in April 2026 and paid rides followed in Austin, its only city, in September; 169 were authorized in Texas by October 2.", "tags": [ "DERIVED", "LIVE/REPORTED" ], "sources": [ [ "https://www.cnbc.com/2026/10/03/tesla-cybercab-pressure-to-expand-after-rocky-first-month-in-austin.html", "CNBC" ], [ "https://electrek.co/2026/04/23/tesla-cybercab-production-starts-no-nhtsa-2500-vehicle-cap/", "Electrek" ], [ "https://www.theverge.com/transportation/918106/tesla-cybercab-production-robotaxi-elon-musk-earnings", "The Verge" ] ] }, { "title": "Cybercab sales to buyers", "company": "tesla", "domain": "vehicles", "status": "announced", "summary": "Tesla says it will start selling Cybercabs by the end of 2026. A target, not a delivery.", "tags": [ "CLAIM" ], "sources": [ [ "https://techcrunch.com/2026/10/21/tesla-says-it-will-start-selling-cybercabs-by-end-of-year/", "TechCrunch" ] ] }, { "title": "$25,000 car", "company": "tesla", "domain": "vehicles", "status": "cancelled", "summary": "Promised at Battery Day 2020 for about three years later. Reported shelved in April 2024.", "tags": [ "GAP" ], "sources": [] }, { "title": "Fremont factory", "company": "tesla", "domain": "vehicles", "status": "operational", "summary": "Former NUMMI plant that Tesla took over in 2010. It builds cars and, from 2026, Optimus.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000119312510232709/d8k.htm", "SEC" ] ] }, { "title": "Gigafactory Nevada", "company": "tesla", "domain": "energy", "status": "operational", "summary": "Battery plant built with Panasonic. Its 2020 cell target is unverified; the Semi volume line opened there in 2026.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm", "SEC" ], [ "https://www.cnbc.com/2026/09/24/tesla-aims-to-scale-semi-truck-production-with-nevada-factory-opening.html", "CNBC" ], [ "https://electrek.co/2026/09/25/tesla-semi-volume-production-launch-nevada-factory/", "Electrek" ], [ "https://www.theverge.com/transportation/1000317/tesla-semi-launch-customer-delivery-freight-battery-engineer", "The Verge" ] ] }, { "title": "Giga Shanghai", "company": "tesla", "domain": "vehicles", "status": "operational", "summary": "First factory outside the US. Delivered its first Model 3s under a year after construction began.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.reuters.com/article/us-tesla-china-delivery/tesla-delivers-first-china-made-model-3-sedans-in-just-under-a-year-idUSKBN1YY04E/", "Reuters" ] ] }, { "title": "Giga Berlin", "company": "tesla", "domain": "vehicles", "status": "operational", "summary": "European factory that opened in March 2022 with Model Y handovers.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.reuters.com/business/autos-transportation/tesla-hands-over-first-model-ys-german-gigafactory-finally-goes-live-2022-03-22/", "Reuters" ] ] }, { "title": "Giga Texas", "company": "tesla", "domain": "vehicles", "status": "operational", "summary": "Austin factory opened in April 2022, next to Tesla's new headquarters. It also hosts the Cortex AI cluster.", "tags": [ "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000156459021058953/tsla-8k_20211201.htm", "SEC" ], [ "https://www.reuters.com/business/autos-transportation/tesla-open-texas-factory-critical-growth-ambitions-2022-04-07/", "Reuters" ] ] }, { "title": "Giga Mexico", "company": "tesla", "domain": "vehicles", "status": "delayed", "summary": "Announced in March 2023, then paused in July 2024.", "tags": [ "GAP" ], "sources": [] }, { "title": "Shanghai Megafactory", "company": "tesla", "domain": "energy", "status": "operational", "summary": "Megapack plant in Shanghai that started production in February 2025.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://english.shanghai.gov.cn/en-Latest-WhatsNew/20250211/b7d9ad02808d4ade949eef453fb5a614.html", "Shanghai Municipal Government" ] ] }, { "title": "Megafactory Texas", "company": "tesla", "domain": "energy", "status": "operational", "summary": "Started Megapack 3 output in 2026.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm", "SEC" ], [ "https://electrek.co/2026/08/06/tesla-megapack-3-production-starts-texas/", "Electrek" ] ] }, { "title": "Powerwall", "company": "tesla", "domain": "energy", "status": "operational", "summary": "Home battery unveiled in April 2015. Powerwall 2 followed alongside the Solar Roof in 2016.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://techcrunch.com/2015/04/30/tesla-powerwall-home-battery/", "TechCrunch" ] ] }, { "title": "SolarCity acquisition", "company": "tesla", "domain": "energy", "status": "operational", "summary": "Tesla closes its acquisition of SolarCity in November 2016, as Part Deux proposed.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000119312516773705/d292845d8k.htm", "SEC / Tesla Motors, Inc." ], [ "https://www.sec.gov/Archives/edgar/data/1408356/000119312516665616/d230733dex991.htm", "SEC / SolarCity Corporation" ], [ "https://www.supremecourt.gov/DocketPDF/17/17-368/35575/20180215152031895_SolarCity%20Name%20Change.pdf", "Supreme Court of the United States, Docket 17-368" ] ] }, { "title": "Hornsdale grid battery", "company": "tesla", "domain": "energy", "status": "operational", "summary": "A 129 MWh battery in South Australia, finished within the promised 100 days.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://neoen.com/en/news/2017/charged-up-and-ready-as-renewable-energy-to-be-delivered-around-the-clock/", "Neoen" ], [ "https://news.trust.org/item/20171201063949-ys2y2/", "Reuters (via trust.org)" ] ] }, { "title": "Megapack", "company": "tesla", "domain": "energy", "status": "operational", "summary": "Utility-scale battery launched in 2019. Storage deployments rose 48.7% in 2025, with data centers a growing buyer.", "tags": [ "DERIVED", "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026000016/exhibit9914.htm", "SEC" ], [ "https://ir.tesla.com/press-release/tesla-fourth-quarter-2024-production-deliveries-and-deployments", "Tesla IR" ], [ "https://www.tesla.com/blog/introducing-megapack-utility-scale-energy-storage", "Tesla" ], [ "https://electrek.co/2019/07/29/tesla-megapack-massive-energy-storage-product/", "Electrek" ] ] }, { "title": "Megapack 3 and Megablock", "company": "tesla", "domain": "energy", "status": "operational", "summary": "Unveiled in September 2025; volume output began at Megafactory Texas in 2026 as targeted.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm", "SEC" ], [ "https://electrek.co/2026/08/06/tesla-megapack-3-production-starts-texas/", "Electrek" ] ] }, { "title": "4680 battery cell", "company": "tesla", "domain": "energy", "status": "unknown", "summary": "A larger in-house cell presented at Battery Day 2020 with a plan to cut cost per kWh by 56%. Current output is not in our sources.", "tags": [ "GAP" ], "sources": [] }, { "title": "Autopilot hardware", "company": "tesla", "domain": "ai", "status": "operational", "summary": "Driver-assist hardware added to Model S in October 2014.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.tesla.com/blog/dual-motor-model-s-and-autopilot", "Tesla" ] ] }, { "title": "FSD computer (HW3)", "company": "tesla", "domain": "ai", "status": "operational", "summary": "Tesla's own self-driving chip, revealed at Autonomy Day in April 2019 with a claim of robotaxis in 2020.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://techcrunch.com/2019/04/22/teslas-computer-is-now-in-all-new-cars-and-a-next-gen-chip-is-already-halfway-done/", "TechCrunch" ], [ "https://www.theverge.com/2019/4/22/18510828/tesla-elon-musk-autonomy-day-investor-comments-self-driving-cars-predictions", "The Verge" ] ] }, { "title": "FSD (Supervised)", "company": "tesla", "domain": "ai", "status": "operational", "summary": "Driver-supervised software. Beta began in 2020, it was renamed in 2024 and approved in nine EU countries by October 2026.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://electrek.co/2020/10/20/tesla-full-self-driving-beta-rollout-elon-musk-slow-cautious/", "Electrek" ] ] }, { "title": "Unsupervised FSD for owners", "company": "tesla", "domain": "ai", "status": "delayed", "summary": "Self-driving with no supervision in customer cars. Promised repeatedly since 2016; now targeted for Q2 2027 in Robotaxi zones.", "tags": [ "CLAIM" ], "sources": [ [ "https://electrek.co/2026/10/21/tesla-unsupervised-fsd-q2-2027-robotaxi-fleet/", "Electrek" ], [ "https://www.theverge.com/transportation/1016118/tesla-robotaxi-customer-owned-vehicle-fleet-network-q3-2026-earnings", "The Verge" ] ] }, { "title": "Robotaxi service", "company": "tesla", "domain": "ai", "status": "operational", "summary": "Paid rides began in Austin in June 2025 with safety monitors. As of October 2, 2026, 589 robotaxis were authorized in Texas: 169 Cybercabs and 420 Model Y.", "tags": [ "DERIVED", "LIVE/REPORTED" ], "sources": [ [ "https://www.cnbc.com/2026/10/03/tesla-cybercab-pressure-to-expand-after-rocky-first-month-in-austin.html", "CNBC" ], [ "https://techcrunch.com/2025/06/22/tesla-launches-robotaxi-rides-in-austin-with-big-promises-and-unanswered-questions/", "TechCrunch" ] ] }, { "title": "Owner cars join Robotaxi", "company": "tesla", "domain": "ai", "status": "announced", "summary": "Tesla says owners will be able to add their cars to the Robotaxi fleet in 2027. A target, first described in Part Deux.", "tags": [ "GAP" ], "sources": [] }, { "title": "Dojo supercomputer", "company": "tesla", "domain": "ai", "status": "cancelled", "summary": "Training supercomputer built on Tesla's D1 chip, shown in 2021. The team was disbanded in August 2025.", "tags": [ "GAP" ], "sources": [] }, { "title": "Cortex training cluster", "company": "tesla", "domain": "ai", "status": "operational", "summary": "About 50,000 H100 GPUs at Giga Texas. Tesla targets 400 MW of training compute by the end of 2026.", "tags": [ "CLAIM", "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm", "SEC" ], [ "https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2024-Update.pdf", "Tesla" ] ] }, { "title": "$16.5B Samsung chip deal", "company": "tesla", "domain": "ai", "status": "operational", "summary": "A reported $16.5B supply deal for Tesla chips made by Samsung.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.reuters.com/business/tesla-samsung-165-billion-supply-deal-may-spur-chipmakers-us-contract-business-2025-07-28/", "Reuters" ] ] }, { "title": "AI5 inference chip", "company": "tesla", "domain": "ai", "status": "in_development", "summary": "Next car and robot chip. Taped out at Samsung in July 2026; production targeted for 2027.", "tags": [ "GAP" ], "sources": [] }, { "title": "AI6 chip", "company": "tesla", "domain": "ai", "status": "announced", "summary": "Targeted for 2028, with a possible tape-out in December 2026.", "tags": [ "CLAIM" ], "sources": [ [ "https://www.reuters.com/business/autos-transportation/samsung-elec-plans-produce-tesla-chips-starting-late-2027-2026-03-18/", "Reuters" ], [ "https://www.reuters.com/business/autos-transportation/musk-says-tesla-may-tape-out-next-generation-ai6-chips-december-2026-03-19/", "Reuters" ] ] }, { "title": "Approval needed to drive unsupervised", "company": "tesla", "domain": "ai", "status": "operational", "summary": "Supervised FSD needed regulator approval in Europe. No approvals for unsupervised driving in personal cars appear in our sources.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.rdw.nl/over-rdw/nieuws/2026/toelichting-rdw-op-europese-typegoedkeuring-tesla", "RDW" ], [ "https://www.reuters.com/business/teslas-self-driving-software-gets-dutch-go-ahead-boost-eu-ambitions-2026-04-10/", "Reuters" ] ] }, { "title": "Optimus", "company": "tesla", "domain": "robotics", "status": "in_development", "summary": "Humanoid robot announced in 2021. Prototypes came in 2022 and 2023; production on Fremont lines began in 2026 with no unit count.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.cnbc.com/2021/08/19/tesla-unveils-dojo-d1-chip-at-ai-day.html", "CNBC" ], [ "https://www.theverge.com/2022/9/30/23374729/tesla-bot-ai-day-robot-elon-musk-prototype-optimus-humanoid", "The Verge" ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026003837/exhibit991.htm", "SEC" ], [ "https://www.businessinsider.com/elon-musk-tesla-optimus-humanoid-robot-unveiling-date-2026-4", "Business Insider" ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm", "SEC" ], [ "https://techcrunch.com/2026/10/21/tesla-stars-optimus-robot-production-in-california-as-profit-falls-43/", "TechCrunch" ], [ "https://www.theverge.com/tech/1016492/tesla-optimus-robots-production-musk-q3-earnings", "The Verge" ] ] }, { "title": "Optimus at 20,000 a week", "company": "tesla", "domain": "robotics", "status": "announced", "summary": "Musk's stated goal of 20,000 robots a week by the end of 2027. A target only.", "tags": [ "GAP" ], "sources": [] }, { "title": "SpaceX founded", "company": "spacex", "domain": "capital", "status": "operational", "summary": "Space Exploration Technologies Corp. is founded on March 14, 2002.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm", "SEC" ] ] }, { "title": "NASA COTS award", "company": "spacex", "domain": "capital", "status": "operational", "summary": "NASA picks SpaceX to demonstrate cargo delivery to orbit, funding Falcon 9 and Dragon development.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www3.nasa.gov/home/hqnews/2006/aug/HQ_06295_COTS_phase_1.html", "NASA" ] ] }, { "title": "NASA ISS cargo contract", "company": "spacex", "domain": "capital", "status": "operational", "summary": "NASA awards SpaceX a contract to carry cargo to the space station.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://spacenews.com/nasa-awards-space-station-commercial-resupply-services-contracts-to-spacex-and-orbital/", "SpaceNews" ] ] }, { "title": "SpaceX invests $2B in xAI", "company": "spacex", "domain": "capital", "status": "operational", "summary": "Reported $2B SpaceX investment in xAI in July 2025.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.wsj.com/tech/spacex-to-invest-2-billion-into-elon-musks-xai-413934de", "The Wall Street Journal" ], [ "https://www.reuters.com/science/spacex-invest-2-billion-musks-xai-startup-wsj-reports-2025-07-12/", "Reuters" ] ] }, { "title": "EchoStar spectrum deal", "company": "spacex", "domain": "satellites", "status": "operational", "summary": "SpaceX agrees to buy EchoStar spectrum for $17B in 2025. The FCC approves the transfer in May 2026.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://ir.echostar.com/static-files/1d978538-a035-4ac1-9ffe-f230db411d2a", "EchoStar Corporation" ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm", "SEC" ], [ "https://ir.echostar.com/news-releases/news-release-details/echostar-announces-spectrum-sale-and-commercial-agreement-spacex", "EchoStar Corporation" ], [ "https://techcrunch.com/2025/11/06/spacexs-starlink-secures-more-spectrum-and-airlines-as-it-passes-8-million-customers/", "TechCrunch" ] ] }, { "title": "SpaceX acquires xAI", "company": "spacex", "domain": "capital", "status": "operational", "summary": "SpaceX merges with xAI, including X, in February 2026. Reported values conflict: $250B for xAI per Reuters, $125B per the BBC.", "tags": [ "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm", "SEC / Space Exploration Technologies Corp." ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/exhibit21-sx1.htm", "SEC / Space Exploration Technologies Corp." ], [ "https://x.ai/news/xai-joins-spacex", "xAI" ], [ "https://www.reuters.com/business/musks-spacex-merge-with-xai-combined-valuation-125-trillion-bloomberg-news-2026-02-02/", "Reuters" ], [ "https://www.bloomberg.com/news/articles/2026-02-02/elon-musk-s-spacex-said-to-combine-with-xai-ahead-of-mega-ipo", "Bloomberg" ], [ "https://www.spacex.com/updates", "SpaceX" ], [ "https://threadreaderapp.com/thread/1905731750275510312.html", "Elon Musk on X (via Thread Reader App)" ] ] }, { "title": "S-1 filed for IPO", "company": "spacex", "domain": "capital", "status": "operational", "summary": "SpaceX files its IPO registration statement with the SEC in May 2026. It reports 2025 revenue of $18.674B, with xAI and X included.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm", "SEC EDGAR" ] ] }, { "title": "IPO at $135, ticker SPCX", "company": "spacex", "domain": "capital", "status": "operational", "summary": "SpaceX prices its IPO at $135 a share and begins trading on June 12, 2026. Gross proceeds are about $85.7B with the underwriters' option.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://ir.spacex.com/updates/releases-details/2026/Space-Exploration-Technologies-Corp--Announces-Closing-of-Initial-Public-Offering-Including-Full-Exercise-of-Underwriters-Option-to-Purchase-Additional-Shares-2026-RgoR-Y1Vwh/default.aspx", "SpaceX Investor Relations" ], [ "https://www.cnbc.com/2022/06/07/spacex-starlink-ipo-elon-musk-says-offering-is-3-or-4-years-away.html", "CNBC" ], [ "https://www.cnbc.com/2021/02/09/spacexs-starlink-accepting-99-preorders-as-musk-considers-ipo.html", "CNBC" ], [ "https://ir.spacex.com/updates/releases-details/2026/Space-Exploration-Technologies-Corp--Announces-Pricing-of-Initial-Public-Offering/default.aspx", "SpaceX Investor Relations" ], [ "https://ir.spacex.com/updates/releases-details/2026/Space-Exploration-Technologies-Corp--Announces-Launch-of-Initial-Public-Offering/default.aspx", "SpaceX Investor Relations" ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm", "SEC" ] ] }, { "title": "Q3 2026: $14.6B revenue", "company": "spacex", "domain": "capital", "status": "operational", "summary": "Revenue rises 161% to $14.6B with $4.4B net income, SpaceX's first quarter as a public company.", "tags": [ "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm", "SpaceX / SEC EDGAR" ], [ "https://www.fool.com/earnings/call-transcripts/2026/10/20/spacex-spcx-q3-2026-earnings-call-transcript/", "The Motley Fool" ] ] }, { "title": "Musk controls the SpaceX vote", "company": "spacex", "domain": "capital", "status": "operational", "summary": "Musk held about 82% of SpaceX voting power after the IPO and about 85% in October 2026 reporting. Any deal needs his approval.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.reuters.com/world/musks-spacex-prices-record-75-billion-ipo-135-share-2026-06-11/", "Reuters" ], [ "https://www.investing.com/news/stock-market-news/teslaspacex-deal-wall-st-says-inevitable-but-musk-says-its-not-certain-4962374", "Reuters (via Investing.com)" ] ] }, { "title": "Falcon 1", "company": "spacex", "domain": "launch", "status": "unknown", "summary": "Small rocket that failed three times, then reached orbit on its fourth flight in September 2008.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://spacenews.com/spacex-successfully-launches-falcon-1-to-orbit/", "SpaceNews" ] ] }, { "title": "Falcon 9", "company": "spacex", "domain": "launch", "status": "operational", "summary": "Medium-lift rocket that first flew in June 2010. A record 165 Falcon launches came in 2025.", "tags": [ "DERIVED", "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://www.space.com/space-exploration/private-spaceflight/spacex-shatters-its-rocket-launch-record-yet-again-167-orbital-flights-in-2025", "Space.com" ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm", "SEC" ], [ "https://spaceflightnow.com/falcon9/001/100604launch/index.html", "Spaceflight Now" ] ] }, { "title": "Booster landing and reuse", "company": "spacex", "domain": "launch", "status": "operational", "summary": "First booster landing in 2015 and first reflight in 2017. By 2026 one booster had flown 37 times.", "tags": [ "DERIVED", "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm", "SEC" ], [ "https://www.spacex.com/launches/orbcomm2", "SpaceX" ], [ "https://new.spacex.com/mission", "SpaceX" ] ] }, { "title": "Falcon Heavy", "company": "spacex", "domain": "launch", "status": "operational", "summary": "Promised for 2013, first flew in February 2018 carrying a Tesla Roadster.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.nasa.gov/history/5-years-ago-first-flight-of-the-falcon-heavy-rocket/", "NASA" ], [ "https://www.space.com/39607-spacex-falcon-heavy-first-test-flight-launch.html", "Space.com" ] ] }, { "title": "Starship", "company": "spacex", "domain": "launch", "status": "demonstrated", "summary": "Fully reusable super heavy rocket. Revealed in 2016; Musk said orbit within six months in 2019. First orbit came in September 2026.", "tags": [ "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://www.space.com/42499-spacex-bfr-mars-spaceship-name-change.html", "Space.com" ], [ "https://www.spacex.com/launches/starship-sn15", "SpaceX" ], [ "https://www.reuters.com/business/aerospace-defense/spacex-starship-rocket-prototype-achieves-first-safe-landing-2021-05-06/", "Reuters" ], [ "https://www.spacex.com/launches/starship-flight-2", "SpaceX" ], [ "https://spacenews.com/starship-super-heavy-lifts-off-on-second-flight/", "SpaceNews" ], [ "https://www.spacex.com/launches/starship-flight-4", "SpaceX" ], [ "https://www.reuters.com/business/aerospace-defense/spacexs-next-starship-test-flight-surviving-hypersonic-return-is-key-2024-06-06/", "Reuters" ], [ "https://www.spacex.com/launches/starship-flight-7", "SpaceX" ], [ "https://www.reuters.com/technology/space/spacex-launches-seventh-starship-mock-satellite-deployment-test-2025-01-16/", "Reuters" ], [ "https://www.spacex.com/launches/starship-flight-8", "SpaceX" ], [ "https://www.reuters.com/business/aerospace-defense/faa-says-spacex-starship-explosion-disrupted-nearly-240-flights-2025-03-07/", "Reuters" ], [ "https://www.spacex.com/launches/starship-flight-11/", "SpaceX" ], [ "https://www.reuters.com/business/aerospace-defense/spacex-launches-another-starship-rocket-test-reusable-design-2025-10-13/", "Reuters" ], [ "https://www.spacex.com/launches/starship-flight-14/", "SpaceX" ], [ "https://www.reuters.com/business/media-telecom/spacexs-starship-launches-14th-flight-first-headed-orbit-2026-09-28/", "Reuters" ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm", "SEC" ] ] }, { "title": "Tower catch of the booster", "company": "spacex", "domain": "launch", "status": "demonstrated", "summary": "The launch tower caught a Super Heavy booster on Flight 5 in October 2024. A caught booster reflew on Flight 9.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.spacex.com/launches/starship-flight-5", "SpaceX" ], [ "https://www.reuters.com/technology/space/spacex-launches-fifth-starship-test-eyes-novel-booster-catch-2024-10-13/", "Reuters" ] ] }, { "title": "Ship catch", "company": "spacex", "domain": "launch", "status": "delayed", "summary": "Catching the upper stage was promised for 2025. A double catch attempt is planned for Flight 15.", "tags": [ "GAP" ], "sources": [] }, { "title": "Starship V3", "company": "spacex", "domain": "launch", "status": "demonstrated", "summary": "Third version, promised for 2025. It debuted on Flight 12 in May 2026 and reached orbit on Flight 14.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.spacex.com/launches/starship-flight-12", "SpaceX" ], [ "https://www.reuters.com/science/faa-orders-spacex-investigate-starship-booster-mishap-2026-05-27/", "Reuters" ], [ "https://www.reuters.com/business/media-telecom/faa-closes-starship-review-ahead-spacexs-next-test-flight-this-week-2026-07-13/", "Reuters" ] ] }, { "title": "Ship-to-ship propellant transfer", "company": "spacex", "domain": "launch", "status": "announced", "summary": "Refilling one Starship from another in orbit, needed for Moon and Mars missions. A test is targeted for 2027.", "tags": [ "GAP" ], "sources": [] }, { "title": "Weekly Starship launches", "company": "spacex", "domain": "launch", "status": "announced", "summary": "Musk's stated goal for 2027, then twice weekly. A target only.", "tags": [ "GAP" ], "sources": [] }, { "title": "Starbase", "company": "spacex", "domain": "launch", "status": "operational", "summary": "Starship's build and launch site in South Texas, incorporated as a city in May 2025.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.cameroncountytx.gov/elections/wp-content/uploads/2025/05/City-of-Starbase-Summary.pdf", "Cameron County Elections" ], [ "https://apnews.com/article/elon-musk-starbase-texas-city-7863bf3bac65e9718eef19b27978933b", "AP" ], [ "https://www.reuters.com/science/spacex-gets-faa-approval-ramp-up-starship-launches-texas-2025-05-06/", "Reuters" ] ] }, { "title": "Louisiana spaceport", "company": "spacex", "domain": "launch", "status": "announced", "summary": "First launch from a Louisiana site is targeted for 2029.", "tags": [ "GAP" ], "sources": [] }, { "title": "Dragon cargo", "company": "spacex", "domain": "launch", "status": "operational", "summary": "First commercial spacecraft recovered from orbit (2010) and the first to reach the space station (2012).", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://web.archive.org/web/20141006095016/http:/www.spacex.com/news/2013/02/09/spacexs-dragon-spacecraft-successfully-re-enters-orbit", "SpaceX (archived)" ], [ "https://www.reuters.com/article/idUSTRE6B327P20101209/", "Reuters" ] ] }, { "title": "Crew Dragon", "company": "spacex", "domain": "launch", "status": "operational", "summary": "Carried NASA astronauts from 2020, then private crews and the first commercial spacewalk.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.nasa.gov/news-release/nasa-astronauts-launch-from-america-in-historic-test-flight-of-spacex-crew-dragon/", "NASA" ] ] }, { "title": "Starship Moon lander (HLS)", "company": "spacex", "domain": "launch", "status": "in_development", "summary": "NASA's $2.89B lander award in 2021 targeted a crewed landing as early as 2024. SpaceX now focuses on a 2027 Moon landing.", "tags": [ "GAP" ], "sources": [] }, { "title": "NASA reshapes Artemis III", "company": "spacex", "domain": "plans", "status": "operational", "summary": "NASA makes Artemis III a 2027 test mission, changing what the lander must show first.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.nasa.gov/news-release/nasa-adds-mission-to-artemis-lunar-program-updates-architecture/", "NASA" ] ] }, { "title": "Mars program", "company": "spacex", "domain": "plans", "status": "delayed", "summary": "Crewed Mars was promised for 2024 in 2016. Uncrewed ships for 2026 were dropped; in February 2026 SpaceX put the Moon first.", "tags": [ "GAP" ], "sources": [ [ "https://spaceflightnow.com/2016/09/27/spacexs-elon-musk-announces-vision-for-colonizing-mars/", "Spaceflight Now" ], [ "https://spacenews.com/spacex-drops-plans-for-powered-dragon-landings/", "SpaceNews" ], [ "https://spaceflightnow.com/2017/08/18/spacex-informed-nasa-of-slowdown-in-its-commercial-mars-program/", "Spaceflight Now" ], [ "https://www.planetary.org/articles/20170929-spacex-updated-colonization-plans", "The Planetary Society" ], [ "https://www.reuters.com/article/world/uk/musk-shrinks-spacex-mars-rocket-to-cut-costs-idUSKCN1C40MS/", "Reuters" ], [ "https://www.spacex.com/launches/starship-flight-14/", "SpaceX" ] ] }, { "title": "dearMoon lunar flyby", "company": "spacex", "domain": "launch", "status": "cancelled", "summary": "A private Starship flight around the Moon announced for 2023. It was cancelled.", "tags": [ "GAP" ], "sources": [ [ "https://spaceflightnow.com/2017/02/27/spacex-to-send-two-private-citizens-around-the-moon-and-back/", "Spaceflight Now" ], [ "https://arstechnica.com/science/2017/02/spacex-says-it-will-send-two-people-around-the-moon-in-late-2018/", "Ars Technica" ], [ "https://www.reuters.com/article/us-spacex-tourism/elon-musks-spacex-to-name-first-passenger-for-moon-voyage-idUSKCN1LX2IY/", "Reuters" ] ] }, { "title": "Starlink", "company": "spacex", "domain": "satellites", "status": "operational", "summary": "Satellite internet announced in 2015. Public beta opened in 2020; 13.6M subscribers by September 2026.", "tags": [ "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://www.spacex.com/launches/sl-6-1", "SpaceX" ], [ "https://spacenews.com/spacex-launches-first-upgraded-starlink-satellites/", "SpaceNews" ], [ "https://techcrunch.com/2025/11/06/spacexs-starlink-secures-more-spectrum-and-airlines-as-it-passes-8-million-customers/", "TechCrunch" ], [ "https://www.cnbc.com/2020/10/27/spacex-starlink-service-priced-at-99-a-month-public-beta-test-begins.html", "CNBC" ] ] }, { "title": "Starshield", "company": "spacex", "domain": "satellites", "status": "operational", "summary": "Government satellite business unveiled in 2022, with a reported NRO network and a $4.16B Space Force tracking contract.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.reuters.com/business/aerospace-defense/musks-spacex-is-frontrunner-build-trumps-golden-dome-missile-shield-2025-04-17/", "Reuters" ], [ "https://breakingdefense.com/2026/05/spacex-wins-4-16b-space-force-contract-to-detect-airborne-moving-targets/", "Breaking Defense" ], [ "https://defensescoop.com/2026/05/29/spacex-amti-contract-space-force/", "DefenseScoop" ], [ "https://spacenews.com/spacex-rolls-out-new-business-line-focused-on-military-satellite-services/", "SpaceNews" ] ] }, { "title": "Direct to Cell", "company": "spacex", "domain": "satellites", "status": "operational", "summary": "Starlink satellites that connect to ordinary phones. The first launched in January 2024.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.spacex.com/launches/sl-7-9", "SpaceX" ], [ "https://starlink.com/public-files/DIRECT_TO_CELL_FIRST_TEXT_UPDATE.pdf", "Starlink" ], [ "https://www.t-mobile.com/news/un-carrier/first-spacex-satellites-launch-for-breakthrough-direct-to-cell-service-with-t-mobile", "T-Mobile Newsroom" ] ] }, { "title": "Starlink V3 satellites", "company": "spacex", "domain": "satellites", "status": "demonstrated", "summary": "Larger satellites that need Starship. First deployed on a suborbital test in July 2026, then to orbit in September.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.spacex.com/launches/starship-flight-13", "SpaceX" ], [ "https://www.reuters.com/business/media-telecom/spacexs-starship-rocket-lifts-off-texas-13th-test-flight-2026-07-24/", "Reuters" ] ] }, { "title": "Orbital AI compute", "company": "spacex", "domain": "satellites", "status": "announced", "summary": "An FCC filing for up to 1 million data center satellites. SpaceX targets AI compute in orbit by 2028.", "tags": [ "CLAIM" ], "sources": [ [ "https://www.spacex.com/spacexai/starmind", "SpaceX" ], [ "https://www.spacex.com/updates", "SpaceX" ] ] }, { "title": "xAI founded", "company": "xai", "domain": "ai", "status": "operational", "summary": "Musk launches xAI in July 2023. It raises $6B Series B and C rounds in 2024 and a $20B Series E in January 2026.", "tags": [ "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm", "SEC EDGAR" ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm", "SEC EDGAR" ], [ "https://www.reuters.com/technology/elon-musks-ai-firm-xai-launches-website-2023-07-12/", "Reuters" ] ] }, { "title": "Grok", "company": "xai", "domain": "ai", "status": "operational", "summary": "xAI's model family, announced in November 2023. Grok 3 came in February 2025 and Grok 4 in July 2025.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://techcrunch.com/2025/01/02/xais-next-gen-grok-model-didnt-arrive-on-time-adding-to-a-trend/", "TechCrunch" ], [ "https://x.ai/news/grok-3", "xAI" ], [ "https://x.ai/news/grok", "xAI" ], [ "https://www.reuters.com/technology/musks-xai-set-launch-first-ai-model-select-group-2023-11-03/", "Reuters" ] ] }, { "title": "Grok 5", "company": "xai", "domain": "ai", "status": "delayed", "summary": "Promised for late 2025, then Q1 2026. Not released in our sources.", "tags": [ "GAP" ], "sources": [] }, { "title": "Colossus (Memphis)", "company": "xai", "domain": "ai", "status": "operational", "summary": "xAI's training supercomputer, built in 122 days with 100,000 GPUs. Its sites reached about 780,000 GPUs in 2026, per press reports.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm", "SEC" ], [ "https://nvidianews.nvidia.com/news/spectrum-x-ethernet-networking-xai-colossus", "NVIDIA" ], [ "https://www.npr.org/2024/09/11/nx-s1-5088134/elon-musk-ai-xai-supercomputer-memphis-pollution", "NPR" ] ] }, { "title": "Memphis turbine permits", "company": "xai", "domain": "energy", "status": "operational", "summary": "Colossus' gas turbines drew pollution complaints. xAI got a permit for 15 turbines in July 2025.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.commercialappeal.com/story/money/business/development/2025/07/02/elon-musk-xai-turbines-in-memphis-permit/84451755007/", "The Commercial Appeal" ] ] }, { "title": "xAI acquires X", "company": "xai", "domain": "capital", "status": "operational", "summary": "xAI combines with X in an all-stock deal valuing xAI at $80B and X at $33B.", "tags": [ "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://threadreaderapp.com/thread/1905731750275510312.html", "Elon Musk on X (via Thread Reader App)" ], [ "https://www.reuters.com/markets/deals/musks-xai-buys-social-media-platform-x-45-billion-2025-03-28/", "Reuters" ], [ "https://www.bloomberg.com/news/articles/2025-03-28/musk-says-that-his-xai-startup-has-acquired-x-for-33-billion", "Bloomberg" ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000110465926053166/tm2611837d1_10ka.htm", "SEC / Tesla, Inc." ] ] }, { "title": "Cursor acquisition", "company": "spacex", "domain": "ai", "status": "operational", "summary": "SpaceX agrees in June 2026 to buy Cursor for $60B in stock; Cursor is wholly owned from August 2026.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm", "SEC / Space Exploration Technologies Corp." ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm", "SEC / Space Exploration Technologies Corp." ], [ "https://www.reuters.com/legal/transactional/spacex-buy-anysphere-60-billion-2026-06-16/", "Reuters" ], [ "https://techcrunch.com/2026/06/16/spacex-to-acquire-cursor-for-60b-in-stock-days-after-blockbuster-ipo/", "TechCrunch" ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026056945/spcx-20260814.htm", "SEC" ] ] }, { "title": "SpaceXAI renamed SpaceXSI", "company": "xai", "domain": "ai", "status": "operational", "summary": "Musk announces the AI unit's new name in October 2026. A completed legal name change is not verified.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.foxbusiness.com/technology/elon-musk-rebrands-spacexai-following-trump-directive", "Fox Business" ], [ "https://x.ai/news", "SpaceXSI (xAI)" ] ] }, { "title": "Grok runs Starlink support", "company": "spacex", "domain": "ai", "status": "operational", "summary": "Grok Voice handles Starlink customer support from October 2026.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://x.ai/stories/starlink", "xAI" ], [ "https://uk.pcmag.com/networking/164390/hi-this-is-ai-starlinks-customer-support-now-features-grok-voice-chatbot", "PCMag UK" ], [ "https://x.ai/news/grok-voice-3", "xAI (SpaceXSI)" ], [ "https://www.reuters.com/science/spacex-invest-2-billion-musks-xai-startup-wsj-reports-2025-07-12/", "Reuters" ] ] }, { "title": "Shared materials engineering", "company": "joint", "domain": "vehicles", "status": "operational", "summary": "One materials engineering chief served both companies from 2016, with reported joint work and tooling transfers in 2018.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://electrek.co/2016/02/24/apple-alloy-expert-tesla-spacex/", "Electrek" ], [ "https://electrek.co/2025/05/01/tesla-tsla-reveals-web-transactions-between-elon-musk-companies/", "Electrek" ] ] }, { "title": "Starship steel in Cybertruck", "company": "joint", "domain": "vehicles", "status": "operational", "summary": "Cybertruck's body uses the stainless alloy developed for Starship, per press reports. No filing confirms it.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://techcrunch.com/2019/11/22/teslas-cybertruck-is-made-of-the-same-stainless-steel-alloy-that-spacex-is-using-for-starship/", "TechCrunch" ], [ "https://www.popularmechanics.com/space/rockets/a25953663/elon-musk-spacex-bfr-stainless-steel/", "Popular Mechanics" ] ] }, { "title": "Tesla staff and parts to SpaceX", "company": "joint", "domain": "capital", "status": "operational", "summary": "A 2020 Tesla filing, reported by CNBC, showed about 20 Tesla employees working temporarily at SpaceX and parts sold to it.", "tags": [ "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://electrek.co/2020/05/29/tesla-spacex-ramp-up-synergy-battery-purchases/", "Electrek" ], [ "https://www.cnbc.com/2020/05/28/tesla-sent-20-employees-to-temp-at-spacex-filing-shows.html", "CNBC" ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000110465926053166/tm2611837d1_10ka.htm", "SEC / Tesla, Inc." ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm", "SEC / Space Exploration Technologies Corp." ], [ "https://www.investing.com/news/stock-market-news/spacex-reveals-musk-company-links-from-cybertrucks-and-jets-to-stock-investments-4702898", "Reuters via Investing.com" ] ] }, { "title": "Starlink at Superchargers", "company": "joint", "domain": "satellites", "status": "operational", "summary": "Reported use of Starlink to connect Tesla Supercharger sites from 2021.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://electrek.co/2021/11/14/tesla-starts-deploying-starlink-satellite-internet-systems-supercharger-stations/", "Electrek" ], [ "https://electrek.co/2022/07/08/tesla-expands-deployment-starlink-satellite-internet-systems-supercharger-stations/", "Electrek" ] ] }, { "title": "Tesla GPUs redirected to X", "company": "joint", "domain": "ai", "status": "operational", "summary": "Nvidia chips allocated to Tesla were redirected to X and xAI in 2024, per reports.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.cnbc.com/2024/06/04/elon-musk-told-nvidia-to-ship-ai-chips-reserved-for-tesla-to-x-xai.html", "CNBC" ], [ "https://www.theverge.com/2024/6/4/24171165/elon-musk-tesla-x-nvidia-ai-chips-divert", "The Verge" ] ] }, { "title": "Tesla engineers move to xAI", "company": "joint", "domain": "ai", "status": "operational", "summary": "Reported moves of Tesla AI engineers to xAI in 2024; a suit alleged at least 11.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://electrek.co/2024/04/03/elon-musk-xai-poaches-engineer-tesla-clear-conflict-of-interest/", "Electrek" ], [ "https://techcrunch.com/2024/06/13/tesla-shareholders-sue-musk-for-starting-competing-ai-company/", "TechCrunch" ], [ "https://s3.documentcloud.org/documents/24747977/2024-06-13-e-filed-verified-stockholder-derivative-complaint-tesla-xai.pdf", "Delaware Court of Chancery (via DocumentCloud)" ] ] }, { "title": "Megapacks power Colossus", "company": "joint", "domain": "energy", "status": "operational", "summary": "Tesla Megapacks back up xAI's Memphis data centers. Tesla booked $430M of Megapack revenue from xAI in 2025.", "tags": [ "DERIVED", "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://electrek.co/2025/05/01/tesla-tsla-reveals-web-transactions-between-elon-musk-companies/", "Electrek" ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/R24.htm", "Tesla / SEC EDGAR" ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm", "Tesla / SEC EDGAR" ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm", "SpaceX / SEC EDGAR" ], [ "https://www.datacenterdynamics.com/en/news/xai-deploys-168-tesla-megapacks-to-power-its-colossus-supercomputer-in-memphis/", "DatacenterDynamics" ], [ "https://www.teslarati.com/xai-tesla-megapack-colossus-2/", "Teslarati" ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000110465926053166/tm2611837d1_10ka.htm", "SEC / Tesla, Inc." ], [ "https://electrek.co/2026/05/01/tesla-tsla-web-transactions-musk-companies-spacex-xai-10ka-2025/", "Electrek" ] ] }, { "title": "SpaceX buys Megapacks", "company": "joint", "domain": "energy", "status": "operational", "summary": "Tesla recognized $626M of Megapack revenue from SpaceX in the first nine months of 2026: $87M, $318M and $221M by quarter.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026026673/R20.htm", "SEC / Tesla, Inc." ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049270/tsla-20260630.htm", "SEC / Tesla, Inc." ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm", "SEC / Tesla, Inc." ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm", "SEC / Space Exploration Technologies Corp." ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm", "Tesla / SEC EDGAR" ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/0001628280-26-066880-index.htm", "SpaceX / SEC EDGAR" ], [ "https://teslanorth.com/2026/10/22/spacex-tesla-megapack-purchases-10q/", "TeslaNorth" ] ] }, { "title": "SpaceX buys Cybertrucks", "company": "joint", "domain": "vehicles", "status": "operational", "summary": "SpaceX spent $131M on Cybertrucks in 2025 at list price.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm", "SEC / Space Exploration Technologies Corp." ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000110465926053166/tm2611837d1_10ka.htm", "SEC / Tesla, Inc." ], [ "https://www.bloomberg.com/news/articles/2026-04-16/tesla-leans-on-elon-musk-s-spacex-to-buoy-sagging-cybertruck-sales", "Bloomberg" ], [ "https://electrek.co/2026/04/16/tesla-cybertruck-spacex-1279-q4-sales-inflated/", "Electrek" ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm", "SpaceX / SEC EDGAR" ], [ "https://www.investing.com/news/stock-market-news/spacex-reveals-musk-company-links-from-cybertrucks-and-jets-to-stock-investments-4702898", "Reuters (via Investing.com)" ], [ "https://www.businessinsider.com/spacex-bought-tesla-cybertrucks-megapack-ipo-s1-2026-5", "Business Insider" ] ] }, { "title": "Grok in Tesla cars", "company": "joint", "domain": "ai", "status": "operational", "summary": "xAI's Grok assistant ships in Tesla vehicles from July 2025 and gives Optimus its voice, per reports.", "tags": [ "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://www.tesla.com/support/grok", "Tesla" ], [ "https://electrek.co/2025/07/12/tesla-launches-software-update-with-grok-but-doesnt-interface-car/", "Electrek" ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm", "SEC / Tesla, Inc." ], [ "https://www.teslarati.com/elon-musk-confirms-tesla-optimus-v3-uses-grok-voice-ai/", "Teslarati" ], [ "https://electrek.co/2026/07/10/musk-tells-tesla-staff-switch-grok/", "Electrek" ], [ "https://teslanorth.com/2026/09/22/tesla-engineers-are-using-grok-4-7-to-ship-fsd-and-cybercab-features-overnight/", "TeslaNorth" ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm", "SEC / Space Exploration Technologies Corp." ] ] }, { "title": "Macrohard agent project", "company": "joint", "domain": "ai", "status": "in_development", "summary": "A joint software agent built on Tesla AI4 hardware and xAI servers. Financial and IP terms are not final.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.reuters.com/business/autos-transportation/musk-unveils-joint-tesla-xai-project-macrohard-eyes-software-disruption-2026-03-11/", "Reuters" ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm", "SpaceX / SEC EDGAR" ], [ "https://electrek.co/2026/05/20/spacex-s1-tesla-terafab-macrohard-not-done-deal/", "Electrek" ] ] }, { "title": "Terafab chip fab", "company": "joint", "domain": "ai", "status": "in_development", "summary": "Chip factory planned by SpaceX and Tesla in Texas under a framework agreement: neither Tesla nor Intel is obligated to stay, and no definitive agreement exists. Ground was broken in August 2026.", "tags": [ "CLAIM", "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://www.reuters.com/business/autos-transportation/musk-says-spacex-tesla-build-advanced-chip-factories-austin-2026-03-22/", "Reuters" ], [ "https://www.reuters.com/business/autos-transportation/elon-musk-lays-out-terafab-ai-chip-project-plan-2026-05-06/", "Reuters" ], [ "https://www.reuters.com/business/autos-transportation/tesla-ceo-musk-says-company-plans-use-intels-14a-process-terafab-2026-04-22/", "Reuters" ], [ "https://www.investing.com/news/stock-market-news/spacex-and-teslas-terafab-targets-2028-for-volume-chip-production-musk-says-4961351", "Reuters (via Investing.com)" ], [ "https://www.streetinsider.com/Reuters/Musk+says+SpaceX-Tesla+merger+is+a+good+idea+as+companies+form+deal+committees/27210510.html", "Reuters (via StreetInsider)" ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm", "SpaceX / SEC EDGAR" ], [ "https://electrek.co/2026/05/20/spacex-s1-tesla-terafab-macrohard-not-done-deal/", "Electrek" ], [ "https://www.reuters.com/business/autos-transportation/intel-join-musks-terafab-mega-ai-chip-project-2026-04-07/", "Reuters" ], [ "https://www.spacex.com/updates", "SpaceX" ], [ "https://www.reuters.com/business/spacex-plans-55-billion-chip-plant-texas-2026-05-06/", "Reuters" ], [ "https://www.engadget.com/science/elon-musk-announces-terafab-project-he-claims-will-be-the-largest-chip-manufacturing-facility-ever-171718545.html", "Engadget" ], [ "https://www.bloomberg.com/news/articles/2026-03-22/elon-musk-says-tesla-xai-spacex-terafab-to-start-in-austin", "Bloomberg" ], [ "https://www.spacex.com/updates/terafab", "SpaceX" ], [ "https://gov.texas.gov/news/post/governor-abbott-announces-spacex-expansion-in-grimes-county", "Office of the Texas Governor" ] ] }, { "title": "Starlink antenna in Cybercab", "company": "joint", "domain": "satellites", "status": "operational", "summary": "A Starlink antenna is reported to be built into Cybercab. No commercial terms are public.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://electrek.co/2026/07/20/tesla-starlink-cybercab-integration-why/", "Electrek" ], [ "https://electrek.co/2026/08/10/tesla-first-cybercab-starlink-integration/", "Electrek" ] ] }, { "title": "Starlink in every Tesla", "company": "joint", "domain": "satellites", "status": "announced", "summary": "Musk says Starlink will be in all Teslas. A statement with no timeline or terms.", "tags": [ "GAP" ], "sources": [] }, { "title": "Tesla's xAI stake becomes SpaceX stock", "company": "joint", "domain": "capital", "status": "operational", "summary": "Tesla agrees in January 2026 to invest about $2B in xAI preferred stock. In March 2026 the stake becomes SpaceX common stock, under 1% of SpaceX, worth $2.865B at September 30.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026003837/exhibit991.htm", "Tesla / SEC EDGAR" ], [ "https://www.reuters.com/business/autos-transportation/tesla-revenue-beats-estimates-despite-weaker-vehicle-deliveries-2026-01-28/", "Reuters" ], [ "https://x.ai/news/series-e", "xAI" ], [ "https://www.reuters.com/business/musks-xai-raises-20-billion-upsized-series-e-funding-round-2026-01-06/", "Reuters" ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm", "Tesla / SEC EDGAR" ], [ "https://www.ftc.gov/legal-library/browse/early-termination-notices/20260932", "U.S. Federal Trade Commission" ], [ "https://www.bloomberg.com/news/articles/2026-03-12/tesla-converts-xai-investment-into-spacex-stake-ahead-of-ipo", "Bloomberg" ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000110465926053166/tm2611837d1_10ka.htm", "SEC / Tesla, Inc." ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm", "SEC / Space Exploration Technologies Corp." ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049270/tsla-20260630.htm", "SEC / Tesla, Inc." ] ] }, { "title": "Shared director on both boards", "company": "joint", "domain": "capital", "status": "operational", "summary": "Tesla director Ira Ehrenpreis also sits on the SpaceX board.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm", "Tesla / SEC EDGAR" ], [ "https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/", "TechCrunch" ] ] }, { "title": "Musk leads both companies", "company": "joint", "domain": "capital", "status": "operational", "summary": "Musk is CEO of Tesla and of SpaceX, which now contains xAI and X. Tesla's 10-K says he does not devote his full time to Tesla.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/tm267596-1_def14a.htm", "Tesla / SEC EDGAR" ], [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828025003063/tsla-20241231.htm", "Tesla / SEC EDGAR" ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm", "SpaceX / SEC EDGAR" ] ] }, { "title": "Special committees formed", "company": "joint", "domain": "capital", "status": "operational", "summary": "In October 2026 both boards form special committees to evaluate a possible combination. Musk calls a merger a good idea, but SpaceX's 10-Q says no determination has been made.", "tags": [ "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm", "Tesla / SEC EDGAR" ], [ "https://techcrunch.com/2026/10/20/spacex-and-tesla-boards-form-special-committees-to-review-merger/", "TechCrunch" ], [ "https://www.streetinsider.com/Reuters/Musk+says+SpaceX-Tesla+merger+is+a+good+idea+as+companies+form+deal+committees/27210510.html", "Reuters (via StreetInsider)" ], [ "https://www.investing.com/news/stock-market-news/analysismusks-political-baggage-clouds-prospects-for-spacextesla-deal-4965229", "Reuters (via Investing.com)" ], [ "https://www.bloomberg.com/news/features/2026-10-22/tesla-spacex-merger-why-musk-wants-a-deal-before-trump-leaves-office", "Bloomberg" ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm", "SEC EDGAR" ] ] }, { "title": "Deal needs Musk's approval", "company": "joint", "domain": "capital", "status": "operational", "summary": "SpaceX says no determination has been made and any deal needs its committee, its board and Musk as controlling shareholder.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm", "SEC EDGAR" ] ] }, { "title": "Tesla vote: half of all shares", "company": "joint", "domain": "capital", "status": "operational", "summary": "Musk says the Tesla side would need approval from 50% of all outstanding shares, not just votes cast.", "tags": [ "LIVE/REPORTED" ], "sources": [ [ "https://www.investing.com/news/stock-market-news/teslaspacex-deal-wall-st-says-inevitable-but-musk-says-its-not-certain-4962374", "Reuters (via Investing.com)" ], [ "https://www.businessinsider.com/tesla-spacex-merger-exploratory-commitees-2026-10", "Business Insider" ] ] }, { "title": "No terms agreed", "company": "joint", "domain": "capital", "status": "operational", "summary": "No exchange ratio, price, structure or timeline has been disclosed or agreed as of October 23, 2026.", "tags": [ "LIVE/REPORTED", "LIVE/REPORTED" ], "sources": [ [ "https://www.investing.com/news/stock-market-news/teslaspacex-deal-wall-st-says-inevitable-but-musk-says-its-not-certain-4962374", "Reuters (via Investing.com)" ], [ "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066880/spcx-20260930.htm", "SEC EDGAR" ] ] } ] }