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Updated 2025-02-28 06:48
SpaceX Starlink Needed to Save FAA From Failing Verizon Air Traffic Control
The Verizon communication system to air traffic control is breaking down very rapidly. The FAA assessment is single digit months to catastrophic failure, putting air traveler safety at serious risk. The Starlink terminals are being sent at NO COST to the taxpayer on an emergency basis to restore air traffic control connectivity. The situation is ... Read more
Diamandis and Mo Gawdat Talk AGI 2025
Mo Gawdat, Peter Diamandis, and Salim Ismail discuss AGI, how to adapt to an AI-driven world, the future of jobs, and more. They discuss the different kinds of intelligence. The talk about AI being broadly superior in writing and math. The LLMs are rapidly knocking off other categories. Mo Gawdat is a renowned author, entrepreneur, ... Read more
OpenAI GPT 4.5 Has BIG Coding Improvement – Claims Scaling Still Works – Expensive
Mark Chen is the chief research officer at OpenAI and he talks about the debut of GPT 4.5 in a video below. The OpenAI newest largest model is going live today. The full OpenAI GPT 4.5 paper is here. Also, OpenAI GPT 4.5 is expensive. Key Innovations - Scale Improvements Improves on GPT-4's computational efficiency ... Read more
Burning Questions About New Cheaper Teslas? Answers. Cost ? Design?
Tesla watchers are eagerly waiting for the new cheaper models. You have questions, I have answers. Here I answer all the questions about the new models. How much will they cost? How many will Tesla make each year? How quickly will they be made ? How many will be made each year? Here we do ... Read more
Nvidia Beats Quarterly Earnings and Increases Guidance by About $1 Billion Each
Nvidia once again beat the quarterly earnings estimate and increased guidance more than expectations. Revenue: $39.3B vs. $38.1B est (+78% YoY) EPS: $0.89 vs. $0.85 est Data Center: $35.6B vs $33.5B est (+93% YoY) Guidance Revenue: $43.0B vs. $42.1B est EPS: $0.89 (Beat +6%) Key Highlights: Data Center Revenue: $35.6B ... Read more
OpenAI GPT 4.5 Has Been Leaked And Available in Days
OpenAI 4.5 research preview is available to some pro users. There are reports that GPT4.5 has been leaked. It is likely that GPT 4.5 could be widely available by Thursday or Friday. Reports indicate that GPT-4.5 is on the verge of release, with evidence emerging from the ChatGPT Android app, where datamining uncovered references to ... Read more
Tesla LFP Batteries Likely Pilot in 2025 and Volume Scaling in 2026
Tesla's patent 2025/015194 A1,(Cathode Powder and Processes)," describes a method for producing lithium iron phosphate (LFP) cathode materials for the Tesla 4680 batteries. It has simplified mixing, granulation, and heating steps. This patent, spanning over 100 pages, was published recently. @Tesla's LFP manufacturing patent, WO2025015194A1 is just published. pic.twitter.com/3PoF1blnfa - SETI Park (@seti_park) January ... Read more
Tesla Cathode Powder Patent Is the Path to Lowest Cost LFP 4680 Batteries
Tesla has published a new 100 page patent that describes an innovation for making cathode powder with wet and dry processes. Drew Banglino, x-Tesla executive, and Jordan Giesege, The Limiting Factor, tell us how this will be a path to make the lowest cost iron LFP batteries than untariffed LFP from China. The new technology ... Read more
Tesla FSD Trained to Drive in China Using Only Internet Chinese Driving Videos
Tesla FSD (Full Self Driving version 13.2.6) has been localized to China using only internet driving videos of driving in China. Previously it was believed that Tesla would need to be able to send a lot of driving videos collected in China to retrain the base model. This was not needed. There was no regulatory ... Read more
Now is the Artificial Intelligence Singularity
In 2015, Waitbutwhy.com had some articles and diagrams explaining how the artificial intelligence revolution of a technological singularity would play out. The diagram above shows how there would be a series of improvement rates that would get steeper and steeper and faster and faster. My article from yesterday explains how 12-20 years ago we shifted ... Read more
Making Sense of Crazy Price Swings with Tesla
Reviewing my analysis from two weeks ago about Tesla, I wanted to emphasize key points and add more context. I think 2025 is playing out like what happened in 2020. In 2020, the stock ran up (post-split prices) from about $15 in late 2019 to $60 by Feb 21, 2020 and then dropped to about ... Read more
INE Secures Spot in G2’s 2025 Top 50 Education Software Rankings
Cary, NC, 25th February 2025, CyberNewsWire
Tesla AI Domination Starts in 2025
The evidence for the Tesla and XAI data center construction advantage in build speed and dominating size is clear. The XAI and Tesla ability to build data centers 4 to 10 times faster than Microsoft, Google, Meta and others is translating into a defensible technology and business advantage and permanent AI domination. This can be ... Read more
Tesla Releasing FSD Features and Software to China
Tesla is releasing Full Self Driving Features into its China version of Autopilot. Having permission to place the software and features of Full Self driving will enable more of the value to be given to China customers. It will support pricing that is more like FSD than lower priced Autopilot. The software version 2024.45.32.12 being ... Read more
Sina Finance is Reporting Imminent Tesla China FSD Rollout
Tesla is preparing to roll out its FSD feature in China and will provide a batch of software updates to Chinese EV owners. Launching Tesla FSD (Supervised) in China would add another 3 million potential customers. At a 35% take rate of $99 per month, it would be about $1 billion in profit per year. ... Read more
Poland Clone Robotics Make Liquid Muscled Synthetic Copy of the Human Body
Clone Robotics made the Protoclone which is a faceless, anatomically accurate, synthetic human with over 200 degrees of freedom, over 1,000 Myofibers, and over 200 sensors. This is pretty much like the synthetic androids in the movie Alien and other science fiction movies, anime and books. The cost of the Clone Alpha robot by Clone ... Read more
Anthropic Releases Claude 3.7 Sonnet a Reasoning Model
Anthropic releases a Claude 3.7 Sonnet reasoning model and Claude Code an agentic model. These are their most intelligent models to date. Claude 3.7 Sonnet is a hybrid reasoning model, producing near-instant responses or extended, step-by-step thinking. Claude 3.7 was trained on real-world coding examples. Claude 3.5 has already been the best for real world ... Read more
Overcoming Constraints and Limits to Scaling AI
An Epoch AI article identifies four primary barriers to scaling AI training: power, chip manufacturing, data, and latency. Below, we summarize the known research, innovations, and approaches that could mitigate or overcome these barriers, as well as discuss how AI scaling could continue beyond 2030 to 2040. 1. Power Constraints Training large AI models requires ... Read more
What Have Grandmasters Learned from Superintelligent Chess Programs?
What happens if more domains of knowledge have superhuman performance from AI? The Elo (chess ranking estimate) of the best chess programs is about 3700 which is about 900 points beyond the 2881 maximum of Magnus Carlsen. This means Magnus might be able to get a draw in one out of 100 or 1000 games ... Read more
On the Event Horizon of the Singularity
Elon Musk has posted that we are on the event horizon of the Singularity. I have been closely observing the buildout of XAI AI data centers and here is why we will get 40-60 years or more of progress in about 6 years. People are used to Moore's Law which has been around . This ... Read more
Path to 1000 IQ SuperIntelligence by 2030 Using Better Chips and Gigawatts of Power
I know that AI experts like Epoch AI have been projecting a continuation of the 5X per year increase in AI training compute but Grok 2 was released in August 2024 and 6 months later Grok 3 was released with 15X increase in training compute. This shows that the 5X per year rate has been ... Read more
DOUBLING Data Center Chips Every 90 Days for AI Industrial Flywheel
xAI has taken tripled the growth rate of AI data center compute. It has gone from 5X each year to over 15X each year. This next level improvement is just the start of making the ultimate business technology flywheel. Improving AI and AI data centers with AI which then makes better AI data centers which ... Read more
February 26 SpaceX Starship Flight 8 and Flight 9 Starship Catch from Orbital Mission
SpaceX is targeting 5PM (Texas) February 26 2025 for SpaceX Starship flight 8. If things go right, SpaceX has already submitted an FCC filing for SpaceX flight 9. Flight 9 will go orbital and has the option to catch the second stage Starship.
Tesla Cars Without Human Drivers in Fremont
More video of the newly built Tesla cars in Fremont (1500-2000 per day, day and night) driving without human drivers from the factory to the loading dock about 1.2 miles away. There are semi trucks, forklifts and human workers walking along and other cars.
What Comes After XAI GROK 3?
Tomorrow, I will have two new videos that will describe how xAI will use a data center with 80 times the training compute used for GROK 3 in 2026. I have a far more refined, detailed analysis of the AI singularity and intelligence explosion as it is happening. The AI is what we are witnessing ... Read more
Why is a Natural Gas Turbine Company Using Solar in Its Company Name?
Solar Turbines, a subsidiary of Caterpillar, is often mistaken for a solar energy company due to its name, but it primarily manufactures industrial gas turbines for power generation, marine propulsion, and natural gas/oil processing. Founded in 1927 as Prudden-San Diego Airplane Company, it was acquired by Caterpillar in 1981 and now serves global markets with ... Read more
xAI Adding 240 MWe for 490 MWe. 400,000 GPU Colossus AI Data Center
xAI has a permit to install 240 MWe of gas turbines, specifically fifteen Solar-SMT-130 models, will let them double the GPUs to 400,000. The 200,000 new chips will be Nvidia B200s. This should be about 6-7 Zettaflops of compute. This will be about 11 times the 100K H100s compute used for pre-training Grok 3. xAI, ... Read more
Sanctuary AI 8th Generation Humanoid Bot and Better Robot Hands
Sanctuary AI has revealed better hand sensors for their humanoid robots. It is a new generation of tactile sensor technology optimized to improve dexterous manipulation. Sanctuary is believes great robot hands are performing all of the high value tasks in the workplace when combined with AI and sensors. This requires a delicate-but durable-sense of touch ... Read more
Why Food Costs $350/Year for the Average American Household?
There are critical commodities and energy prices that impact global agriculture and grocery prices. It impacts other countries more but it still costs the average american household too. It hits the crops that use the most fertilizer and use the most natural gas. The most important are wheat and corn. You may think well I ... Read more
Egypt’s China Built J10C Versus Israeli Planes
Egypt is getting the Chinese Chengdu J-10C fighter aircraft equipped with PL-15 missiles. How does the Israeli Air Force's (IAF) Lockheed Martin F-16 and F-35 fighters match up? This is an analysis of a range of factors including avionics, radar, stealth, weaponry, maneuverability, and operational context. The J-10C is a 4.5-generation multirole fighter, while the ... Read more
How Fertilizer and Food Could Become Cheaper Again
Russia and Ukraine punched above their weight in the fertilizer market, especially for nitrogen and potash, because of their resource advantages and production scale. Russia was the world's top exporter of nitrogen fertilizers (like urea and ammonia), holding about 16% of global urea exports and 23% of ammonia exports before 2022 disruptions. Together with Belarus, ... Read more
Microsoft Majorana 1 Chip Has 8 Qubits Right Now with a Roadmap to 1 Million Raw Qubits
Microsoft team behind the recent breakthrough in physics and quantum computing demonstrated by the new Majorana 1 chip, engineered from an entirely new material that has the potential to scale to millions of qubits on a single chip. Microsoft today introduced Majorana 1, the world's first quantum chip powered by a new Topological Core architecture ... Read more
A Debt Spiral and US Financial Collapse in the 2030s
If DOGE fails to cut US deficit then what is potential timeline for a U.S. economic collapse similar to the Soviet Union's (USSR), given a current national debt of $37 trillion increasing by $1 trillion every 100 days. Would this lead to hyperinflation, an upward spiral in interest rates and inflation? The U.S. might lose ... Read more
Baidu and Apollo Go Make Progress on Self Driving Cars and Robotaxi
Baidu revealed progress of their subsidiary, Apollo Go on their earnings call. The number of paid robotaxi rides 1.1 million in 4Q 2024 which is up +36% Year over year The cumulative robotaxi rides now 9 million. This about 25-50% of the level of Waymo. They have some 100% fully driverless (no remote operator) operations. ... Read more
SpaceX Bahamas Landing Part of Increasing to 180 Launches Per Year
A SpaceX Falcon 9 landed on a new drone ship in the Bahamas. The mission also successfully deployed more version 2 mini satellites. SpaceX's decision to land Falcon 9 boosters in the Bahamas after launching from NASA's Pad 40 at Cape Canaveral Space Force Station introduces a new approach to booster recovery, potentially improving efficiency ... Read more
Solving the Tesla China FSD Problem
Tesla is currently prevented from solving Full self driving in China because the Chinese government does not allow them to send driving video out of China and the US government does not allow AI model training in China by US companies. How can Tesla localize its Full Self-Driving (FSD) system versions 13.X or 14.X in ... Read more
Grok 3 and Me Solving US Government Spending, Doubling Longterm Growth and Avoiding Recession
I worked with Grok 3 to analyze all of the spending deep federal government spending cuts, possible end to the Ukraine war, privatization of parts of government, streamlining agencies and functions. I looked at using improved tax and other policies to achieve strong economic growth (doubling GDP growth from 2% per year to 4-5% per ... Read more
INE Security’s Cybersecurity and IT Training Enhances Career Stability in Tech
Cary, North Carolina, 19th February 2025, CyberNewsWire
DARPA Large Hypersonic Bomber Prototype Project
February 13 2025, the Defense Advanced Research Projects Agency (DARPA) announced its secretive Aerospace Projects Office (APO) is developing a large hypersonic bomber prototype as part of the Next Generation Responsive Strike (NextRS) program. The NextRS hypersonic bomber project aims to create a reusable, large-scale platform capable of multi-mission strike and intelligence, surveillance, and reconnaissance ... Read more
Building the 1.2 Gigawatt xAI Data Center in 2025
Expanding the power capacity at xAI's Colossus supercomputer in Memphis from 250 megawatts (MW) to 1.2 gigawatts (GW)-a nearly fivefold increase-is a complex challenge involving infrastructure, logistics, and regulatory hurdles. The Memphis XAI site hasexisting resources (like natural gas availability at the old Electrolux factory). This assumes typical industry constraints. Current State and Past Expansion ... Read more
How to Reduce Military Spending While Keeping Power?
IT modernization could slash 388,000 to 1 million admin, support, and non-combat roles. Given the mix (~1.04-1.17 million active-duty, 614,000-695,000 reserve, 778,000-867,000 civilian in non-combat roles), a weighted average cost of $90,000 per person is reasonable for non-combat personnel (balancing higher active-duty costs with lower reserve/civilian costs). For 388,000 to 1 million roles cut: Low-End ... Read more
xAI Grok 3 is Number One AI Across Categories
xAI Grok 3 is the number one ranked AI across categories. xAI is still performing reinforcement learning and other continuing training to improve these models. They are expanding their data center from 250 megawatts of 200,000 GPUs to 1.2 gigawatts and 1 million GPUs. This will be about 20 times the compute of the 200k ... Read more
How Would Voice Grok 3 Work in Tesla Cars ?
Grok 3's voice mode is slated for integration into Tesla vehicles. Elon Musk confirmed this during a February 17, 2025, live demo announcement, stating that Grok 3's voice capabilities, while still a little patchy," are expected to launch in about a week" (roughly February 24, 2025) and will enhance voice commands in all Tesla cars. ... Read more
Analyzing History and Getting to a Better Economic Future
We are going through a large federal government spending cut in the range of $1 trillion to $2 trillion per year. This would be drop from $6.7 trillion in spending. The cuts would be 15% to 30% of the total spending. I worked with Grok 3 to come up with a good plan with very ... Read more
Intruder Enhances Free Vulnerability Intelligence Platform ‘Intel’ with AI-Generated CVE Descriptions
London, United Kingdom, 18th February 2025, CyberNewsWire
Tesla Car Owners Will be Talking to Their Cars in Weeks
xAI has released Grok 3 which is the first model to break a 1400 LLM Arena score. This makes Grok 3 the top AI model. Grok 3 is still undergoing reinforcement learning to make it even smarter. This will help Grok 3 to surpass OpenAI O3. The data center that xAI has built has been ... Read more
xAI Grok 3 is Order of Magnitude Better Than Grok 2
Grok was used in a Heinlein novel by a character who was on Mars. Grok means to fully understand something. Here is a preview of the voice mode. Voice mode will be released in about one week. It has voice inflection and tone. NEWS: Here is a sneak peek at xAI's new upcoming voice mode. ... Read more
Possibly the Smartest AI in the World – Grok 3
xAI revealing Grok 3. Elon Musk claims it will be the smartest AI in the world. https://t.co/HTK4u2aYRu - Elon Musk (@elonmusk) February 18, 2025 X broadcast of the Grok 3 reveal and demo.
Tegtmeyer Spots What Could Be a New Compact Tesla Model
All Tesla watchers are eagerly waiting to see the new smaller and lower cost vehicles from Tesla. These new vehicle models are expected to be seen in and built in the next 120 days. However, it is actually tough to spot a compact car with one photo without a full sized vehicle like a Model ... Read more
Drone War Has Massively Expanded the No-Mans Land in War
The Ukraine-Russia war is perfecting the killing of anyone and anything with 6 miles or so of the front. This has been an expansion of no man's land by 100 times since world war 1. US military planners are talking about massive layers of combat. They are basically saying that the first layers tens of ... Read more
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