Tesla’s $1 Trillion Question

SpaceX says it’s streamlining Starship’s design for Artemis 3 to land astronauts on the Moon sooner, but NASA’s growing impatience and new competition from Blue Origin make the stakes higher than ever. We break down the new plan, the 2026 refueling demo, and what it means for America’s return to the lunar surface.

Tesla shareholders vote on November 6 on a performance award for Elon Musk that could be worth up to $1 trillion. I break down what the plan pays for, why the board says Tesla risks losing Musk if it fails, where CalPERS and ISS land, and how ownership and autonomy targets shape the outcome. Sources include Reuters, the Financial Times, and new statements from CalPERS ahead of the Austin meeting.

A Yale study says Musk’s partisan turn cost Tesla 1.0–1.26M U.S. sales. I break down the math, the market whiplash, and who scooped up those buyers.

Tesla’s board just asked shareholders to approve a performance award that could pay Elon Musk up to $1 trillion. I break down the letter from Robyn Denholm, the proxy pushback from ISS and Glass Lewis, the Delaware overhang, and the dilution math from opposition filings, then map the vote timeline and what each outcome means for control and strategy.

SpaceX Moves $402M in Bitcoin

Elon Musk's Tesla 2025 q3 investor relations call

Tesla announced a recall of about 13,000 vehicles in the U.S. due to a battery‑pack contactor defect that can cause sudden power loss while driving. We walk through which models and build dates are affected, how the defect works, who the suppliers are, and what it means for owners and the EV market.

NASA’s acting chief Sean Duffy says SpaceX is behind on Artemis III and opens the lunar lander to competition. Elon Musk fires back on X with “Sean Dummy,” “2 digit IQ,” and “trying to kill NASA!” I break down what NASA actually changed, how Blue Origin factors in, and what technical gates Starship must clear to keep a 2027 landing alive. Sources: Axios, Politico, Reuters, and LA Times.

Starship ended 2025 with a successful Flight 11 and a clean handoff to Block 3. I break down what Flight 12 needs to prove, why orbital refueling is the real blocker, how Kennedy comes into play, and what must happen in 2026 to keep Artemis III on a 2027 track.

The Kremlin proposed an $8B Bering Strait tunnel linking Russia to the U.S., asking Elon Musk’s Boring Company to build it and suggesting it be named after Putin and Trump.https://wilwaldon.com