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Updated 2026-02-02 02:32
Waymo Raising $16 Billion on $110 Billion Valuation
Waymo, Alphabet's autonomous driving subsidiary, is close to finalizing or has finalized a $16 billion funding round that values the company at $110 billion, more than doubling its valuation from the previous round. Alphabet (Google's parent company) is providing about $13 billion of the $16 billion. New investors: Sequoia Capital, DST Global (led by Yuri ... Read more
SpaceX Applies to FCC for 1 Million AI Satellites in Space
SpaceX has applied to build orbital data centers in space using up to 1 million AI inference satellites. The application references that this will be a first step to creating a Kardashev 2 civilization. A Kardashev civilization uses all of the energy of the sun. This is about 5 trillion times more than civilization is ... Read more
In Total BYD Has NOT Made Money and Sales Declined in the Last Four Months
BYD (BYDDY ADR on OTC, or 1211.HK on HKEX) has seen poor share price performance over an extended period. There are EV market headwinds like softening global demand, intense domestic price wars in China. Average EV prices fell ~20% in 2022-2023), and macroeconomic factors such as interest rate hikes and policy shifts. In October 2025, ... Read more
Lemonade Insurance Integrates With Tesla and Tesla FSD
Lemonade charges half of the per mile insurance for Tesla cars when Tesla FSD is active. Lemonade collaborates directly with Tesla to access real-time vehicle telemetry data, which allows them to precisely differentiate between FSD-engaged miles and human-driven miles (down to the second, in some descriptions). This means no separate physical device (like a plug-in ... Read more
XAI Grok 4.20 Delayed to Mid-February
Elon Musk had talked about getting XAI Grok 4.20 out by the end of 2025. It has now been pushed back to mid-February. It will be two months late (or more). It has more training so it will likely be a better model than what would have been released two months ago. There is also ... Read more
Waymo Hits Child in Santa Monica
On January 23 around 7:40 a.m. near Grant Elementary School, Santa Monica Waymo's driverless Jaguar I-Pace hit a child who ran from behind a double-parked SUV amid crossing guards and stopped cars. The vehicle braked from 17 mph to under 6 mph before minor-impact contact, then called 911 and stayed until police cleared it; the ... Read more
Tesla Robotaxi Versus Waymo
Tesla is now reporting the paid robotaxi miles in the quarterly. It was about 200,000 miles in December. Tesla now has 500+ cars in Austin and SF Bay Area and is doubling each month (verbally reported as the number of robotaxi and the goal to increase on earnings call). A fleet of 2,000 cars in ... Read more
Tesla Completing Not Just a Car Company Transformation
Tesla Q4 2025 Earnings Analysis - Most important earnings call in Tesla history - not just for Tesla, but any company - Stock hit $450 briefly, pulled back to $440 post-call - Strong profitability despite 16% fewer deliveries Q3Q4 - Higher profit margin: 18% 21% gross margin - Beat expectations: 50 vs 44 expected ... Read more
Tesla First Earnings Call Where the Deck Has More AI, Robotaxi Than Car
Active FSD subscriptions is a line item in the financials for Tesla. 1.1 million active subscriptions. 3 pages out of 11 pages of the meat of the Tesla deck are now AI, robotaxi FSD pages. 1 page of summary, 4 pages of financials and operational numbers. Really 3 out of 4 pages highlighting what the ... Read more
Tesla Q4 Earnings Call, Microsoft and Meta Earnings
Tesla has an earnings call today. Gross profit was over $5.0 billion versus consensus at $4.15 billion. Tesla is trading up 2-3% in after hours on the earnings deck. 3 pages out of 11 pages of the meat of the Tesla deck are now AI, robotaxi, FSD pages. 1 page of summary, 4 pages of ... Read more
Microsoft Maya 200
, the Maia 200 packs 140+ billion transistors, 216 GB of HBM3E, and a massive 272 MB of on-chip SRAM to tackle the efficiency crisis in real-time inference. Hyperscalers prioritize inference efficiency and cost (40-50% reductions). By 2028, custom ASICs could capture 20-30% market from Nvidia's ~90%, with total AI chip sales ~$975B in 2026. ... Read more
Profitable AI Data Build Could Be an Enduring Mobilization With 18+% GDP Growth
World GDP has been doubling every 25 years for last 100 years even after adjusting for inflation. This means we would be expecting 3 doublings from 2025-2100. However, the world appear to be seeing changing and accelerating technology. Doubling every 25 years is 3% real GDP growth each year. There is already Atlanta Fed reserve ... Read more
Sign up for Meetings to Discuss Deep Tech
If you are interested in talking about SpaceX and AI data centers in space as deep tech trends you can sign up or book a calendly. Full disclosure: I'm working with a wealth management firm and will soon be a certified advisor (Series 65 pending). This is not investment advice, solicitation, or an offer to ... Read more
Fixing American Healthcare + Fraud
vision for healthcare in America Healthcare broken: Americans pay double what other nations for inferior outcomes. Drugs cost 10* more in US. Trump's demanded most-favored-nation pricing (negotiate lower prices like other countries pay). Pressure pharma without killing innovation (make offers that they cannot refuse). Goal is affordability + access. Think healthcare as investment (extra work ... Read more
America’s AI Strategy: Infrastructure, Regulation, and Global Competition
The cost of infrastructure build-out, energy challenges Massive data center/GPU buildout driven by real demand (no dark GPUs"-all utilized for tokens/AI apps like chatbots/coding). Unlike dot-com fiber overbuild (unused dark fiber"), current demand sustains growth; added ~2% to 2025 GDP, expected similar in 2026. Trump's AI plan has 3 pillars-out-innovate, build infrastructure, export U.S. tech ... Read more
AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?
Future of AI copilots and agents, impact on white collar work Nadella discusses Microsoft's Copilot evolution: started with GitHub Copilot (code suggestions), expanded to desktop/Windows, and now includes chat, actions, and autonomous agents (foreground/background, local/cloud). He uses coding as the prime knowledge-work example: from next-edit suggestions chat actions full agents. Vision: AI ... Read more
RoboEverything – 10X More Production and Throughput at 10X Lower Costs
We need to reinvent and rebuild the world's factories, warehouses, supply chain and systems where AI and automation can integrate, move and track everything. We need to do this from first principles. We will have more than just a future of robotaxi. We will have roboeverything. In a future dominated by drones, Optimus-like humanoid robots, ... Read more
JChristina Describes SpaceX Robot Construction for Mass Production of Starship Block 3
SpaceX's Starship Block 3 (aka Version 3 or V3) is a huge shift from prototyping to scalable mass production. SpaceX is focusing on enhancing reliability, reducing costs, and enabling high-volume manufacturing to support ambitious goals like frequent Mars missions and expanding the Starlink constellation. Key advancements include automated assembly processes, particularly for the heat shield ... Read more
Tesla Austin Doubles Robotaxi Fleet to 72 from 3 Weeks Ago
Tesla is adding about ten robotaxi per day to its Austin fleet. This will pass the 137 known Waymo robotaxi in about one week. Waymo claim to have 200 robotaxi in Austin but only 137 different license plates have been seen. In 30-50 days Tesla could reach the 500+ Austin robotaxi that Elon Musk suggested ... Read more
Tesla AI Secrets
Atlanta Fed GDPNow shows real GDP growth at 5.4% (Q4 2025/early 2026 tracking), far above recent norms, driven by AI data center buildouts (0.5-1% contribution), productivity gains from LLMs, factory investments, and Trump-era policies/deals. Sustained high growth (5-8%+ real GDP) if AI investment continues without a bubble pop, comparing it to 1990s internet boom or ... Read more
BREAKING – TESLA Removes Safety Monitor in Austin – Unsupervised Robotaxi
Just started Tesla Robotaxi drives in Austin with no safety monitor in the car. Congrats to the @Tesla_AI team! If you're interested in solving real-world AI, which is likely to lead to AGI imo, join Tesla AI. Solving real-world AI for Optimus will be 100X harder than cars. Just started Tesla Robotaxi drives in Austin ... Read more
Halo Security Achieves SOC 2 Type II Compliance, Demonstrating Sustained Security Excellence Over Time
Miami, Florida, 22nd January 2026, CyberNewsWire
What happens to GDP Growth & World Economy in a Real AI Boom ?
Federal Reserve GDPNow tracking at 5.4% real GDP growth - Up from first week of January, holding between 5.1-5.4% - Historically within 0.5% accuracy of official BEA numbers - Late 90s had similar growth from telecom/fiber capex spending - Current AI data center buildout creating parallel infrastructure investment Sustained growth potential - AI spending: $400B ... Read more
Greenland Framework Pauses Tariffs
Greenland framework, announced by President Trump on January 21, 2026, following a meeting with NATO Secretary General Mark Rutte at the World Economic Forum in Davos, Switzerland, is described as a preliminary outline or concept of a deal for future negotiations concerning Greenland and broader Arctic security. It is not a finalized agreement but sets ... Read more
Tesla and XAI’s Digital Agent Strategy
XAI's Digital Agent Strategy - Target markets: $100B opportunities (Microsoft Office suite, operating systems) - Implementation phases: 1. Internal XAI automation first 2. Expand to other Musk companies (SpaceX, Tesla, Neuralink) 3. External customer rollout - Technical approach: Small, efficient agents (100-200 watts) vs large models - Reinforcement learning agents with full computer use capability ... Read more
New Research Exposes Critical Gap: 64% of Third-Party Applications Access Sensitive Data Without Authorization
Boston, MA, USA, 21st January 2026, CyberNewsWire
AGI Needs World Models and State of World Models
Demis Hassabis, Google Deepmind CEO, just told the AI world that ChatGPT's path needs a world model. OpenAI and Google and XAI and Anthropic are all using the LLM (Large Language Model Approach). Google Genie 3 system, released last August, generates interactive 3D environments from text. Here is my review of the state of the ... Read more
SpaceX Could Launch Block 3 Starship Flight 12 in February or March 2026
January 20, 2026, SpaceX Ship 39 is in the final stages of outfitting in Mega Bay 2 at Starbase. Recent progress includes the installation of aft flaps. This is one of the last major steps before testing. Starship 39 and Booster 19 are needed to be completed and stacked to launch Starship Flight 12. What ... Read more
Atlanta Federal Reserve Estimates USA GDP at 5.3% and is Ahead of China
The latest GDPNow USA GPD estimate is 5.3 percent - January 14, 2026. U.S. Commerce Secretary Howard Lutnick said on Tuesday he expected first quarter GDP growth in the United States would exceed 5% in the first quarter of 2026, adding that its interest rates were too high and were holding back stronger growth. The ... Read more
Airlock Digital Announces Independent TEI Study Quantifying Measurable ROI & Security Impact
Atlanta, GA, United States, 20th January 2026, CyberNewsWire
Vertus Achieves $1 Billion Daily Trading Milestone, Closes 2025 with 51% Returns
Ramsey, Isle of Man, 20th January 2026, CyberNewsWire
Sprocket Security Appoints Eric Sheridan as Chief Technology Officer
Madison, United States, 20th January 2026, CyberNewsWire
One Identity Unveils Major Upgrade to Identity Manager, Strengthening Enterprise Identity Security
Alisa Viejo, United States, 20th January 2026, CyberNewsWire
Tens of Millions of Virtual Workers This Year from XAI
A general desktop emulator (like xAI's Macrohard, which emulates keystrokes, mouse movements, and screen interactions) could vastly expand beyond VBScript/Unix scripting, which are limited to command-line or basic API tasks. Such a system automates any UI-based workflow without code changes or integrations, mimicking human behavior across apps (browsers, legacy software, ERPs). What It Could Do ... Read more
Inside xAI and Future of Millions of Emulated Humans
Interview with Sulaiman Ghori, Member of Technical Staff at xAI. XAI will emulate millions of humans via the distributed Tesla chips. HW4 good enough AI and XAI are hardware constrained and the biggest edge for XAI is speed of hardware deployment. Predicting future bottlenecks Elon excels at forecasting bottlenecks months and years ahead and working ... Read more
On the Verge of Superintelligence, Musk Sues OpenAI to Cripple Their Financing
Musk Lawsuit seeks to block full for-profit conversion and potentially disrupt Microsoft ties. Evidence shows intent to breach early agreements. Even if OpenAI wins the 2026 trial, discovery exposes emails/intents/depositions creates investor uncertainty and could delay fundraising and slow them in the AI race. AI Model Breakthroughs (Grok-4.2, GPT-5.2, etc.)Models like xAI's Grok-4.2 and ... Read more
Denmark and USA Have Working Group on Some Kind of Greenland Deal
US secretary of state Marco Rubio is expected to prepare a proposal to buy Greenland for $700 billion, NBC reports. January 14, 2026 Meeting, Vice President JD Vance and Secretary of State Marco Rubio met with Danish Foreign Minister Lars Lokke Rasmussen and Greenland's Foreign Minister Vivian Motzfeldt at the White House. No deal was ... Read more
Lockheed and GE Test Hypersonic Engine
GE and Lockheed ground tested a new air-breathing hypersonic jet engine capable of powering missiles to speeds well in excess of Mach 5 in a smaller, cheaper, lighter, and more efficient package than the most advanced scramjets in testing today. It is a rotating detonating engine. They did ground tests of a liquid-fueled rotating detonation ... Read more
Cloudflare, X and Other Things Down Today
Cloudflare operates as a content delivery network and distributed DNS (domain name server) and it is down this morning. This is causing many other sites to be down like X. Its services protect website owners from peak loads, comment spam attacks and DDoS (distributed denial of service) attacks. UPDATE: Some systems are recovering. You can ... Read more
Nextbigfuture Grokipedia Entry and Influence and Early Insights on Deep Tech Winners
XAI has created Grokipedia and Grokipedia has a Nextbigfuture article. Nextbigfuture provided early coverage of Companies that Become deep tech Unicorns. Dozens of top Nucleqr fission and Fusion, quantum computer and Space Companies before They Became Billion $ Unicorns. There has been a surge in Grokipedia traffic to approximately 3.5 million daily visits, representing a ... Read more
Laser Space Power Grid and AI Data Centers in Space
Exlumina's EVERLIGHT delivers wireless laser power to satellites and spacecraft, enabling longer missions, lower costs, and sustainable exploration in LEO, lunar, and deep-space environments. They will try to make the planned AI data centers in Space more efficient.
Venture Capital in the World of AI
a16z cofounders Marc Andreessen and Ben Horowitz join a16z general partner Erik Torenberg and Not Boring founder Packy McCormick for a discussion on the evolution of the media and information ecosystem over the past decade. The conversation explores shifts toward open, decentralized speech, the rise of creator-led platforms like Substack, and the decline of centralized ... Read more
XAI Grok 4.20 and OpenAI GPT 5.2 Are Solving Significant Previously Unsolved Math Proofs
A Mathematician with early access to XAI Grok 4.20, found a new Bellman function for one of the problems he had been working on with my student N. Alpay. Not an Erds problem, but original research. Demonstrates AI generating novel math objects (Bellman functions for optimal control) quickly, linking to isoperimetric profiles and Takagi function ... Read more
BreachLock Expands Adversarial Exposure Validation (AEV) to Web Applications
New York, United States, 15th January 2026, CyberNewsWire
AppGuard Critiques AI Hyped Defenses; Expands its Insider Release for its Next-Generation Platform
McLean, Virginia, United States, 15th January 2026, CyberNewsWire
Aembit Announces Agenda and Speaker Lineup for NHIcon 2026 on Agentic AI Security
Silver Spring, Maryland, 15th January 2026, CyberNewsWire
Startup Substrate Could Enable the Age of XRay Lithography for sub-Nanometer Chips
Startup Substrate is building next-generation semiconductor fabs using advanced X-ray lithography. This goes beyond extreme ultraviolet 13.5 nanometer wavelengths down to 0.01 nanometers. At the core of Substrate's technology is a custom particle accelerator which propels electrons (produced by an unknown emitter) to near the speed of light using radio-frequency cavities. As these electrons pass ... Read more
SpyCloud Launches Supply Chain Solution to Combat Rising Third-Party Identity Threats
Austin, TX / USA, 14th January 2026, CyberNewsWire
GitGuardian Closes 2025 with Strong Enterprise Momentum, Protecting Millions of Developers Worldwide
New York, NY, 14th January 2026, CyberNewsWire
Iran Jamming of Starlink and Ways to Overcome Jamming
Iran's Jamming of Starlink uses military-grade electronic warfare (EW) tools, likely imported from China and Russia deployed via mobile platforms like trucks or drones. This creates localized patchwork disruptions rather than a nationwide blanket. Interference is escalating from ~30% to over 80% packet loss in affected areas. The jamming is asymmetric, often prioritizing uplink (data ... Read more
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