Blue Origin has a critical next flight in November for New Glenn. The second New Glenn launch is scheduled for November 12, 2025 after the Nov 9 scrub. The new launch window for Blue Origin's New Glenn NG-2 mission (carrying NASA's ESCAPADE Mars probes) opens at 2:50 p.m. ET (19:50 UTC) on Wednesday, November 12, ... Read more
OpenAI has committed to spending $1.15 trillion (updated to $1.4 trillion) on hardware & cloud infrastructure between 2025 & 2035. OpenAI announced they would hit $100B in 2027 which is earlier than expected. OpenAI expects to have a $20 billion per year revenue run rate at the end of this year (2025). If OpenAI hits ... Read more
Todays Blue Origin launch scrubbed due to weather. They delayed over 60 minutes from the start of the launch window. Launch window today 2:45PM EST to 4:44PM EST (19:45-21:44 UTC) They are fully loaded with propellant. New Glenn launch of NASA's ESCAPADE mission. It is one year late. It will hang out a few months ... Read more
Almost all of the World's AI Data Centers will be built in space from 2035 onwards. We already have a medium nuclear reactors (200 MW) worth of energy in Space. This will scale to 3-5 large nuclear reactors worth of power by 2029. Almost all of this power has already and will in future be ... Read more
SpaceX's VP Launch Kiko Dontchev said at the Economist Space Summit that the first V3 Starship launch could take place as soon as January, 2026. A booster will be rolling out to the pad for tests in days to weeks. SpaceX VP of Launch, Kiko Dontchev (@TurkeyBeaver), stated Flight 12 of the first V3 Starship ... Read more
Google Project Suncatcher is a new research moonshot to one day scale machine learning in space. Working backward from this potential future, they are exploring how an interconnected network of solar-powered satellites, equipped with our Tensor Processing Unit (TPU) AI chips, could harness the full power of the Sun. The next step is a learning ... Read more
In 2022, AMD completed Class B qualification for the company's first space-grade VersalTM adaptive SoCs. The XQR VersalTM AI Core XQRVC1902 devices deliver full radiation tolerance, accelerated AI inferencing and high-bandwidth signal processing performance for satellite and space applications. The completion of Class B qualification, derived from the US military specification MIL-PRF-38535. The devices to ... Read more
StarCloud's Nvidia H100 chip launch, Google's TPU plans for 2027, and Elon's ambitious 100 GW target by 2030 via SpaceX's Starship. Challenges include chip shortages, high launch costs (needing under $80M per 40 MW payload for viability), and timelines akin to delayed projects like robotaxis. Starlink's evolution will be from V2/V3 and AI versions of ... Read more
I, Brian Wang, will be on a livestream at 10 AM PST talking about sustainable abundance. Elon Musk and other super technologists are using trillions of dollars to take AI and space to the next level. All of the major technologies are merging together. Robotaxi and reusable Starship have taken a decade but they are ... Read more
Tesla wants to increase vehicle production by 50% by end of 2026. 2.6, 2.7 million annualized production. 2027 4 million 2028 5 million cars. They will need more 4680 batteries which are used for Cybertruck and Semi.
Tesla Cybercab will start production in April 2026 and will start with one car produced every ten seconds. This could eventually ramp to 2-3 million per year for what would have been a 500k car per year production line. Theoretically they could reach 5 million cars per year from one production line with a car ... Read more
The Tesla Optimus robot is dancing at the Tesla shareholder meeting. Elon Musk pay package was approved with over 75% in favor. They are going over the 12 proxy proposals, having last minute voting and then Elon Musk will talk. Livestream starts at 3pm CT https://t.co/9Yr2g0z0Fa - Tesla (@Tesla) November 6, 2025 This meeting will ... Read more
Demon Slayer Infinity Castle will be released into China. The Demon Slayer Infinity Castle movie is witnessing record-breaking pre-sale numbers in mainland China, with projections pointing to a massive $200 million opening weekend. It has already grossed $670 million in other markets. This is the second Demon Slayer anime movie. The first racked up $470 ... Read more
On November 6, 2025, the Wall Street Journal reported that Ford Motor executives are actively discussing the possibility of completely discontinuing production of the all-electric F-150 Lightning pickup truck. Demand has been persistently low. This would mark a dramatic reversal for Ford's electric vehicle (EV) strategy, which had positioned the Lightning as a flagship product ... Read more
David Sacks, AI and Crypto Czar, said there will be no federal bailout for AI. The U.S. has at least 5 major frontier model companies. If one fails, others will take its place. OpenAI CFO Sarah Friar said OpenAI wants the U.S. government to provide a backstop or guarantee for AI financing. Sam Altman believes ... Read more
EchoStar has sold its unpaired AWS-3 spectrum licenses to SpaceX for about $2.6 billion in stock. This follows a prior deal for $17 billion transaction for AWS-4 and H block. Echostar also announced a financial recognition of $16.5 billion impairment on 5G assets and a $3.9 billion net loss. EchoStar will manage its $11 billion ... Read more
Deep dive into the near-certain approval of Elon Musk's Trillion dollar 2025 CEO pay package. Predicting an 80%+ yes vote driven by 18-20% swings from prior votes. Norway's sovereign fund opposing despite its $10K-per-citizen windfall from Tesla's future growth. After todays vote the robotaxi ramp. How much will robotaxi ramp drive Tesla profits andshares with ... Read more
Tesla AI Chips Deep Dive. Tesla AI5 chips are designed to win the future of AI. The future is chips for small language models, inference, chips for distributed AI and chips for space. The Tesla plan are chips optimized for what will we be doing the most and having the most efficient AI chips. Tesla ... Read more
Figure AI has announced they have a 264 Nvidia B200s in its new compute cluster. This is 1200 H100(equivalents). B200 is 4.55 times an H100 on FP8. Tesla has 120,000 H100 equivalents as of the Q3 earnings call. Tesla reported 120,000 H100 equivalents. XAI has about 2.5 million H100 equivalents with about 550,000 B200s installed ... Read more
In the USA, AI data centers will need around 20 to 30 gigawatts (GW) of combined power by late 2027. 30 GW is about 5% of US average current power generation capacity and 2.5% of China's. 30 GW would be around 25% of power generation capacity in Japan, 50% in France, and 90% in the ... Read more
Elon's predicts AI Edge Node devices will replace cellphones, apps and operating systems. Yes, Elon said he is not working the AI phone. He is working on the AI that makes the phone irrelevant. He is working on edge node chips (AI5). AI Phone like functions go into teslabot and other new devices. Value is ... Read more
Without a fully reusable Starship there will not be large scale AI Data Centers in space. SpaceX has to bring the cost of flying a SpaceX Starship below $80 million per flight. SpaceX will likely be able to do this for their own costs in 2026 but they may not sell Starship flights at less ... Read more
Blue Origin has a critical next flight in November for New Glenn. The second New Glenn launch is scheduled for November 7, 2025, with a launch window between 14:51 and 16:50 EST (19:51-21:50 UTC). A backup launch attempt is set for November 8. The mission will launch the NASA ESCAPADE spacecraft for Mars from Cape ... Read more
The Starcloud-1 satellite launched this Sunday and has successfully separated from the SpaceX rocket that brought it to orbit. About the size of a small refrigerator, the 60kg satellite features the first Nvidia H100 GPU in space. StarCloud CEO Philip Johnston said Starcloud was founded only 21 months ago and this satellite hosts the first ... Read more
Elon Musk predicts that traditional smartphones will evolve into lightweight edge nodes optimized for AI inference rather than standalone hardware. This is a broader architectural transformation driven by AI advancements. Musk describes the future device (formerly known as a phone) as an edge node for AI inference particularly for AI video inference. It would feature ... Read more
Elon said 1000 cars in the Bay area by the end of the year and 500 cars in austin by the end of the year. Tesla will likely have 100-200 cars in 8 other cities. They will likely be as big or bigger than Waymo which has about 1500 cars.
Aggressive Tesla FSD and Robotaxi rollout can send Tesla shares to $2000 in 2026. SpaceX released more details of the plan to return the moon and Brian Wang goes over the critical factors for SpaceX to help the US beat China to the moon.
SpaceX did NOT publicly share specifics of the simplified and faster return to the moon plan. They described that they have made proposals and NASA is looking at it. SpaceX revealed they have made 600 raptor engines. This means enough for 15 full boosters and 30+ Starships. They have had a few booster recoveries and ... Read more
SpaceX officially detailed progress on the Starship HLS for NASA's Artemis 3 mission and had a new faster, safer and simpler plan for returning astronauts to the Moon. This responds to the push from NASA and the President for faster lunar landings. SpaceX has completed 49 milestones under the fixed-price Human Landing System (HLS) contract. ... Read more
SpaceX, Nvidia and Tesla will all have huge new breakout technologies in 2026. Tesla stock (closing $459) is seen drifting sideways or slightly down until the November 6 annual meeting, where Elon's compensation vote could catalyze upside. Tesla Q4 production looks solid with 90-100K/month in Shanghai, aiding 500K quarterly goal. We give a bullish 2026 ... Read more
Nvidia CEO Jensen Huang's keynote at NVIDIA's GTC conference in Washington D.C. was a sweeping celebration of American innovation and a call to action for America to lead the AI revolution. NVIDIA at the epicenter of this next Apollo moment. The 90-minute talk blended technical deep dives, major announcements, and forward-looking visions for AI, quantum ... Read more
Kratos Defense will utilize the Hermeus high-speed Quarterhorse aircraft as part of its support work for the U.S. Navy and Missile Defense Agency's Multi-Service Advanced Capabilities Hypersonic Testbed (MACH-TB) program. The rapid expansion of the Kratos Defense hypersonic test team follows the award of a $1.45 billion contract in January 2025 to support the MACH-TB ... Read more
Nvidia CFO clarified $500 billion in datacenter revenue at analyst dinner yesterday. 30% already shipped as of end-October. Morgan Stanley had modeled ~$407B cumulative Blackwell + Rubin for 2025-26 vs $500B, implying ~$93B upside. The Timing is unclear but you'll start seeing larger magnitude beats (on revenue and income). This will be about 12 million ... Read more
Elon Musk posted that Tesla autonomous driving might spread faster than any technology ever. In interpret that this would mean: * going to no supervised driving monitor in December of 2025 in Austin then they will spread in months to all cars. * Q2 2026 they will have about ten cities without safety drivers or ... Read more
Tesla will put a steering wheel and pedals in the Cybercab if that's what regulators require, according to Tesla Chair Robyn Denholm. If we have to have a steering wheel, it can have a steering wheel and pedals," Robyn Denholm told Bloomberg. This would likely be a sub-$30,000 car. There are about 5 months for ... Read more
The US government and the owners of Westinghouse, Brookfield Asset Management and Cameco, have struck an $80 billion deal to build a fleet of nuclear reactors, using funding from a trade agreement with Japan. They had formed a new partnership to provide the reactor technology for the plants, which would help reach the US goal ... Read more
Nvidia today announced it is partnering with Uber to help build the world's largest Level 4 autonomous fleet, targeting 100,000 Robotaxis starting in 2027. Nvidia will work with Uber to scale the world's largest level 4-ready mobility network, using the company's next-generation robotaxi and autonomous delivery fleets, the new Nvidia Drive AGX Hyperion 10 autonomous ... Read more
The idea that real estate builds wealth isn't a surprise to anyone. But what many people don't realize is just how powerful it can be as part of a retirement plan. While traditional investments like stocks, bonds, and 401(k)s play their part, real estate offers something unique - steady income, tangible value, and the ability ... Read more
XAI has released version 0.1 of Grokipedia. It has almost 900,000 articles. Grokipedia is now live on http://Grokipedia.com Grokipedia focuses on truth-revealing via AI bias detection. As of October 2025, the English Wikipedia contains approximately 7,081,086 articles. This figure reflects its ongoing growth, with around 500 new articles added daily.
2025 saw a tripling of continual learning LLM papers according to arXiv trends. This is driven by foundation model scale and multimodal extensions. However, no flagship AI released models (GPT-5, Grok 4 etc...) fully integrate production-grade continual learning yet. There are expected architectures like routers and sparse finetuning signal imminent hybrids. There has been no ... Read more
AI data centers on earth face bottlenecks like intermittent solar power, massive water usage for cooling (up to 1.7 million tons per 40 MW facility over a decade), and grid constraints. Space offers near-constant solar exposure (up to 95% capacity factor in sun-synchronous orbits), zero water needs, and rapid deployment (2-3 months vs. years on ... Read more
Got TESLA FSD 14.1.4 over the weekend. Much Improved, not perfect. Avoid potholes and objects on the road far better. Able to leave my garage and go down a steep driveway. Old 13.X version would treat the road at the end of driveway as a potential barrier. Now it goes smoothly onto the road and ... Read more
We need an enhanced version of SUNSET to establish a space-based, combined discovery and early-warning system for NEOs (Near Earth Objects). If we use multiple satellites traveling ahead of Earth on its orbit we improve detections of sunward objects over satellites in NEO-Surveyor-like orbits by tens of percent and enables seamless, automatic follow-ups. A University ... Read more