NextBigFuture.com

Tesla financial and operations numbers like free cash flow and margin were growing. Those were good things. They beat on earnings and other forecasted metrics. However, the discussion about higher capital expenditures spooked Wall Street. There was also not a hard core locked in timeline for scaled unsupervised robotaxi. The growth in FSD and the ... Read more

Deepseek v4 is out now, about expected, close to frontier behind about 3-6 months maybe. The big thing is price, its 1.74 per million tokens in and 3.48 per million tokens out. The output tokens are like up to 10x cheaper than the frontier. If you accept gpt 5.2 or gemini 3 performance they will ... Read more

China is $8.4 billion in credit lines + state-backed plans targeting gigawatt-scale AI compute in space by 2035. China's orbital AI data center push, led by startup Orbital Chenguang (Beijing Orbital Twilight Technology Co., Ltd.) with massive state-aligned backing, represents an ambitious, hybrid public-private effort to sidestep terrestrial constraints on AI scaling. The goal is ... Read more

SpaceX filed FCC application SES-LIC-20260306-00745 for a next-generation quad-band gateway earth station called First of Its Name for the Starlink factory in Bastrop, Texas. The station will use 40 antennas, each with a 1.99-meter parabolic dish, to harness additional spectrum in the Ka-, V-, E-, and W-bands. This will allow connection to more satellites simultaneously ... Read more

OpenAI GPT-5.5 tops the Artificial Analysis Intelligence Index by 3 points, breaking a three-way tie with Anthropic and Google. There is indication that is faster and has some good results but some results are mid. More time is needed. It is a good model but it does not appear to be groundbreaking. OpenAI topping five ... Read more

Tesla Cybercab is now in production at Giga Texas. They are very different from the wrapped engineering versions. Purpose-built for autonomy Cybercab in production now at Giga Texas pic.twitter.com/Y9qG3KyWBa - Tesla (@Tesla) April 23, 2026

In about seven months Tesla will Start region by region deployment of unsupervised TESLA FSD for Customer Usage. The owners of FSD will start to get unsupervised FSD. This will be before extreme (aka material) scaling of unsupervised robotaxi. Getting beyond 20,000 to 60,000 unsupervised robotaxi will be a few months after FSD 15 is ... Read more

SpaceXAI and Cursor_ai are partners trying to catch up to Anthropic and Claude Code. XAI data center and hundreds of thousands of chips can power Cursor Composer 2. The combination of Cursor's leading product and distribution to expert software engineers with SpaceX's million H100 equivalent Colossus training supercomputer will allow us to build the world's ... Read more

My post yesterday on New Glenn, ULA and Space Force transferring payloads to SpaceX got reply from Elon Musk. He agreed Space is hard. Blue Origin New Glenn rocket is grounded during an FAA investigation into the second stage problem they had on the weekend. ULA Vulcan has mishaps with their solid rocket boosters made ... Read more

Tesla chip partners will help them resolve shortages of cpu, gpus and memory for the next 2-4 years. Intel is critical for CPUs Nvidia for GPUs. TSMC, Samsung for production of AI5 and AI6 chips. Samsung for memory.

ASTS admits the satellite is too low and cannot be saved. Based on what the orbit appears to be. 20kg of fuel they can only raise it part of the way. During the New Glenn 3 mission, BlueBird 7 was placed into a lower than planned orbit by the upper stage of the launch vehicle. ... Read more

Blue Origin's New Glenn NG-3 mission launched successfully this morning (April 19, 2026) from Cape Canaveral, carrying AST SpaceMobile's BlueBird 7 (Block 2 FM2) satellite. After the launch and booster recover, the mission continued for 90 minutes or so. UPDATE - ASTS admits the satellite is too low and cannot be saved. Planned second-stage profile ... Read more

There are now 13 unsupervised Tesla robotaxi in Austin. There was a 2 months at the 8-10 unsupervised level. Three were added over the last 10 days. This would suggest about 20 by mid next week. NHTSA has reported no accidents in the Feb-Mid March timeframe. There are hundreds of Cybercabs ready roll into Austin ... Read more

Starship V3 booster & ship will be ready for their first test flight in a few weeks (aka Early to mid May) . Both Starship and the Super Heavy Booster have successfully completed the static fire tests and are ready to take to the skies. Starship V3 booster & ship will be ready for their ... Read more

It is being reported that xAI will rent tens of thousands of GPUS to AI coding company Cursor. It is about $2.5-18 per hour for GPU rentals. For 10,000 GPUs it would be $15-40 million of rent. For 50,000 GPUs it would be $75 million to $200 million per month. If XAI was renting half ... Read more

Blue Origin New Glenn 3 has a good static fire. They are trying to go for a Saturday or Sunday launch. They will launch the second commercial version of the AST Spacemobile direct to cellphone (DTC) communication satellite. AST Space Mobile needs 40-60 commercial operational and in position satellites to begin intermittent commercial service. ASTS ... Read more

US has total oil products production equal to Saudi Arabia and Russia combined. The US exported over 5 million barrels of oil per day last week, a record high, amid the Iran War. In aggregate, the US exported a record 12.7 million barrels of crude oil and refined products per day last week. Total extra ... Read more

Elon Musk is ordering equipment for the Terafab with the capacity to process 3,000 wafers per month. 36,000 wafers per year. 3-4 million chips per year. There could be similar numbers from Intel fabs in 2027 and perhaps double from each of Samsung and TSMC. This could be 10+ million chips per year in 2027 ... Read more

Successful static fires of SpaceX V3 booster follows yesterdays successful V3 starship static fire. Hopefully go for a launch in 2 weeks. First 33-engine static fire for Super Heavy V3 pic.twitter.com/m3swZHF7iQ - SpaceX (@SpaceX) April 16, 2026

SpaceX had a successful static fire for the V3 Starship (starship 39). All 6 engines fired for the full duration. The Booster 19 was delayed til tomorrow. Full-duration static fire for the first time on Starship V3 pic.twitter.com/Q1HZIX53HB - SpaceX (@SpaceX) April 15, 2026

Blue Origin tried to spin the delayed static fire as a successful rehearsal. Today was a delayed static fire for the New Glenn flight 3.

FCC Chair says all gas no brakes for space economy regulatory approvals. Amazon is acquiring Globalstar for $11.5 billion for their direct to cellphone spectrum and very crude low bandwidth satellites in orbit. Amazon LEO will make just satellite internet but also DTC. Direct to cellphone. Globalstar satellites, radio frequency spectrum, and operational expertise will ... Read more

Imaging earth like exoplanets around Sun-like stars from the ground is challenging. We have never done it and here is an advance that could make it possible. A Nature paper predicts the performance of a hybrid space-ground approach that combines a large ground-based telescope, such as the Extremely Large Telescope (ELT), the Thirty Meter Telescope ... Read more

Philadelphia, United States / Pennsylvania, 14th April 2026, CyberNewswire

Retail investors (non-institutional individual/public shareholders) own roughly 35-44% of Tesla (TSLA) stock, depending on the exact source and reporting date. This is one of the higher retail ownership levels among trillion-dollar market-cap companies. This is $380-440 billion of the $1.1 trillion valuation of Tesla. Half of the retail investors in Tesla could be long time ... Read more

The Third launch of the Blue Origin New Glenn has been pushed back 3 more days from the target of last week. This was also a delay from March. They will try to refly a booster and they will try to launch the second commercial version of an AST Mobile satellite. Happening Now Blue Origin ... Read more

There are many ways to manage a marketing team, and companies are always looking for ways to improve upon what they already built. These days, marketing leaders are increasingly leaning into decentralization. But how exactly does decentralization work within the context of a marketing team? And how can you see the full benefits in your ... Read more

30 Jan 2026 blog post from Dr Mike McCulloch, he compared the IVO Quantum drive based on Quantized inertia theory, satellite's orbit to a nearly identical twin control satellite. From late September to late December 2025 (90 days), the IVO sat fell ~600 meters less than the control (IVO: 4,880 m decay; control: 5,480 m ... Read more

Starlink V3 launches with Starship will carry 25 to 50 times more bandwidth than a Falcon flight with V2, depending on how you count it. Starship will also launch 100+ times more per year than Falcon (mostly AI sats). Probably ~20k comms satellites per year at ~2 tons/sat. High mass flux to orbiy. Elon Musk ... Read more

Dutch regulators (RDW), which just approved Tesla FSD (Supervised) in the Netherlands. They have just issued an official statement. Due to the continuous strict monitoring of the driver in the vehicle, the system is safer than other driver assistance systems. We have thoroughly researched and checked this system, more than a year and a half. ... Read more

\Demis Hassabis (DeepMind CEO) and other AI leaders sees the next big AI gains-and the path to AGI-will come from targeted algorithmic breakthroughs in areas like continual learning, memory architectures, world models, reasoning/planning, and hybrid systems. Demis talked in a 20VC podcast with Harry Stebbings. Here's a structured summary drawn from that interview, his other ... Read more

Amazon CEO Andy Jassy released the annual shareholder letter. AWS AI revenue is running above $15 Billion annually Amazon expects around $200 Billion of 2026 capex mostly tied to AI infra Project Leo already has 200+ satellites in orbit ahead of launch. $4 Billion+ is going toward rural delivery expansion while ... Read more