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SemiAnalysis@SemiAnalysis_ · Aug 18, 2026

There are a lot of haters of @elonmusk, but we believe that, due to Elon's first-principles engineering, SpaceX has…

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Summary

The thread argues that Elon Musk's engineering approach at SpaceX makes achieving ambitious deployment targets feasible, and defends him against critics who doubt his ability to accomplish seemingly impossible goals.

Summarized by ThreadOut AI from the full thread. May miss nuance — read the thread below.

  1. #1

    There are a lot of haters of @elonmusk, but we believe that, due to Elon's first-principles engineering, SpaceX has likely found a handful of sites to deploy the remaining GW, and the 10GW 2027 target is within reach. Elon is singular in his ability to do what haters & doubters think is impossible. (1/2)🧵

  2. #2

    @elonmusk We wrote more about this and flex on the haters here👇️ (2/2) newsletter.semianalysis.com/p/spacex-10gw-…