David Reilly and his University of Sidney team developed a silicon chip that can control spin qubits at milli-kelvin temperatures. That's just slightly above absolute zero (-273.15 degrees Celsius), the temperature at which - theoretically - matter ceases moving. Experts think that spin qubits (where information is encoded onto the magnetic direction of single electrons) ... Read more
The City of Austin Texas government has set the official indicator to Tesla Robotaxi being deployed in Austin. Waymo is considered in the deployment phase. Waymo in 2025 in Austin has 43 official incidents. Waymo officially launched its autonomous ride-hailing service in Austin, Texas in March 4 2025. Waymo had 11 incidents in March, 3 ... Read more
Epoch AI's estimates AI compute has risen by 4x per year over the last 15 years, while AI algorithmic improvements have divided the compute needed by about 3 each year. This means that over time, the effective compute is growing by about 12x per year, with about 40% of this gain coming from algorithmic improvements. ... Read more
There have been assessments of the physical damage to Iran's Fordow nuclear enrichment facility. The general assessment is that the enriched uranium was moved. It was likely moved near Isfahan, which was also hit. However, we do not know where the enriched uranium is. It is likely the centrifuges could not be moved and were ... Read more
It looks like a fragile peace might happen. It is still only hours old. There is also checkpoints and drone and other chaos inside Iran. This could be part of the regime not willing to follow the peace and it could also be mixed in with an uprising by others. There still needs to be ... Read more
Do Waymo Robotaxi need a safety monitor? Here it looks to be in San Francisco blocking traffic going the other direction. If only the Waymo had some means to direct to pullover Here is a recent video of a Waymo driving the opposite direction of traffic and blocking traffic. Waymo is attempting to drive in ... Read more
There is a lot of controversy about the Tesla Safety Monitor in the Tesla Austin Robotaxi rollout. The Tesla safety monitor has access to buttons (pullover or stop in lane) which are two forms of emergency stop. On a train there is the emergency stop button or lever. Everyone on the train can hit or ... Read more
The All in Podcast ranked who they thought would be number one and number 2 in AI in 5 years. Thomas Laffont, East/West Conference, calls for Nvidia #1 and Tesla #2 (dark horse). Chamath says Tesla #1 and Google #2. Chamath says it is because Tesla and XAI have the full stack AI offering. Jason ... Read more
35 Tesla cars in Austin. (triple the cars of the minimum launch). Reportedly 60 cars seen driving around in test mode before launch. Can double or more by the end of the week. 112 rides in the first hour or so. $4.20 per ride in the starting phase. It is non-trivial distances. The geofenced area ... Read more
Tesla and XAI leading superintelligent AI can boost the world economy by 100X or more within 15 years. If the world economy surges to over 10,000 Trillion dollars by 2040 and Tesla is leading the way then what happens to Tesla share price? What will AI automate? Transportation? Labor? Jobs? Programming? Scientific discovery?
Andrej Karpathy discusses the transformative changes in software development driven by large language models (LLMs) and artificial intelligence, comparing the current era to the early days of computing. Key Points: LLMs as Simulators of Human Thought: Karpathy explains that large language models (like those powering modern AI) act as simulators" of people, trained on vast ... Read more
Elon Musk and Sam Altman hate each other but they agree that super intelligent AI smarter than any human for any task will happen in the next 30 months. This will cause AI, economics, and technology coud completely change over the next few years. The predictions of Elon Musk, Sam Altman are for a changed ... Read more
Tesla has sent out invitations to non-employees for the early access event starting this weekend. This could be Saturday and Sunday (june 21, 22). The Early Access phase is invitation-only. Parameters of Use: You must read through and agree to the attached Terms of Service, Rider Rules, Robotaxi Rider Privacy Notice, and Service Animal ... Read more
There is a new paper by Google and Waymo (Scaling Laws of Motion Forecasting and Planning A Technical Report that confirmed Tesla getting more miles and compute has been the right way to solve driving. Waymno confirms that more miles of driving data and more compute to process that data is better. Tesla has about ... Read more
The xAI Memphis data center has 150,000 H100s, 50,000 H200s and 30,000 B200s. This is the equivalent of 400,000 H100s of compute. An H200 is double the compute of an H100 and a B200 is fives times the compute of a H100. This is the compute used to train Grok 3.5. xAI is about to ... Read more
AI experts have disagreement over when we will achieve superintelligence. Elon Musk thinks it will happen in 2026 or 2027 but others think it will be 2032 or 2045. Those who think it will take longer point out the lack of continual learning. Dwarkesh Patel makes the case for the importance of continual learning. Dwarkesh ... Read more
Super VC Marc Andressen talks about the Future of Venture Capital and investing. Marc co-created the highly influential Mosaic internet browser and co-founded Netscape, which later sold to AOL for $4.2 billion. He also co-founded Loudcloud, which as Opsware, sold to Hewlett-Packard for $1.6 billion. He later served on the board of Hewlett-Packard from 2008 ... Read more
Meta is offering top OpenAI AI Developer talent $100 million signing bonuses and $100 million compensation per year. Many of OpenAI top developers are rejecting those offers.
Korea ML.co site reports that Tesla AI5 chip will have 2000~2500TOPS performance as early as 2026. (Tesla calls it HW4 and AI4 interchangeably from HW4). To this end, Tesla is working with Samsung Electronics and TSMC as contract manufacturers for AI5. Mass production is likely to begin next year. Tesla vehicles are expected to start ... Read more
Mach33, ARK's open-source SpaceX model projects SpaceX to be worth ~$2.5 trillion in 2030 and about $12 trillion around 2035. I discuss SpaceX future value and the Mars plans in a new video. This will be driven by the success of the reusable Starship and massive deployment of more Starlink satellites. Elon Musk has updated ... Read more
According to Nielsens measurement of televisions in the U.S. (mobile devices and other countries excluded), streaming was 44.8% while broadcast and cable viewing combined was 44.2% of all TV watched. This is the first time streaming has passed the total of broadcast and cable categories. Over the last four years streaming usage has increased 71% ... Read more
Terraforming Mars with rapid warming particles or gases could enable plants to start growing within 40 years. We could raise Mars's average global temperature by tens of degrees within a few decades. SpaceX Starship combined with proposed new warming techniques, could potentially raise Mars's temperature by 30 C to permit liquid water for the first ... Read more
Bob McGrew, OpenAI's former Head of Research, led OpenAI from the GPT-3 breakthrough to today's reasoning models. Three main pillars of AGI-Transformers are scaled pre-training, post-training and reasoning-and that the fundamentals that will shape the next decade-plus are already in place. He thinks 2025 will be defined by reasoning while pre-training hits diminishing returns. AI ... Read more
Obi ridesharing report shows that people are paying more and waiting a longer time for rides from Waymo versus Uber. Obi is a global real-time aggregator that compares millions of pricing and pick-up (ETA) data points providing consumers and businesses with actionable data. The free consumer app allows riders to compare taxis, black cars and ... Read more
Pulsar UK has signed an agreement with Thales Alenia Space (TAS) for the Pulsar's 5kW MOONRANGER Hall-effect thrusters, which are being live test-fired. Pulsar Fusion, the UK-based fusion propulsion company behind the breakthrough Sunbird platform, is opening a new U.S. office in Austin, Texas. This strategic move supports Pulsar's increasing engagement with U.S.-based clients and ... Read more
Alice & Bob, a global leader in the race for fault-tolerant quantum computing, announced today at GTC Paris the ongoing integration of the NVIDIA CUDA-Q platform with Dynamiqs. This combination outperforms the most widely used libraries today, accelerating the simulation of complex quantum dynamics by up to 75x, on early benchmarks. Alice & Bob has ... Read more
Delivered by 2029, IBM Quantum Starling will be built in a new IBM Quantum Data Center in Poughkeepsie, New York and is expected to perform 20,000 times more operations than today's quantum computers. Starling will be able to access the computational power required for these problems by running 100 million quantum operations using 200 logical ... Read more
IDF and Mossad created a drone base inside Iran and put commando forces inside Iran. This was used to destroy Iran's air and missile defenses. Missiles were placed near the air defenses and struck at the start of the military campaign. Mossad agents successfully constructed a drone launch site near Tehran. These drones were activated ... Read more
There are reports that Iran's nuclear facility Natanz has had extensive damage. IAF fighter jets, guided by precise intelligence, struck the Iranian regime's uranium enrichment site in the Natanz area overnight. This is the largest uranium enrichment site in Iran, which has operated for years to achieve nuclear weapons capability and houses the infrastructure required ... Read more
Tesla has just been officially added to Texas Department of Transportation's Automated Vehicle Deployment website. Tesla Ride-share service has been authorized without a Safety Driver. Company: Tesla Description: Ride-share service Status in Texas: Testing Active/Non-Active: Active Safety Driver: No Service Area: Austin Metro
China is allowing companies to export self driving car data. This will allow Tesla to more rapidly improve its full self driving and robotaxi software. In the USA, NHTSA is streamlining the process for robotaxi applications. The new USA framework will not have delays for qualified applications. It should take months instead of years for ... Read more
Apple's research paper, The Illusion of Thinking," examines the reasoning abilities of artificial intelligence models. It claims that LLM AI problem-solving skills are misleading. The study argues that these models do not truly reason but instead rely heavily on pattern matching, creating an illusion of thinking." To support this claim, the paper uses the Tower ... Read more
Sam Altman declares that AI is past the event horizon and the takeoff has started. We have recently built AI systems that are smarter than people in many ways, and are able to significantly amplify the output (productivity) of people using them. The least-likely part of the work is behind us; the scientific insights that ... Read more
Developed in collaboration with Mach33, ARK's open-source SpaceX model yields an expected enterprise value in 2030 of ~$2.5 trillion, generating a ~38% compound annual rate of return from its last funding round at $350 billion in December 2024.1 Tuned to the 75th and 25th percentile Monte Carlo outcomes, our bull and bear cases are ~$3.1 ... Read more
Ookla(R) Speedtest data on Starlink indicates that the satellite company's network performance has been on the uptick over the past couple of years and as of Q1 2025 17.42% of U.S. Starlink Speedtest users were able to get speeds consistent with the FCC's minimum requirement for fixed broadband of 100 Mbps download speeds and 20 ... Read more
Tentatively, June 22. [is Tesla Austin Robotaxi day] We [Tesla] are being super paranoid about safety, so the date could shift. First, Tesla that drives itself from factory end of line all the way to a customer house is June 28. #ModelY #RoboTaxi spotted with branding on the side driving around Austin with no one ... Read more
Reinforcement Pre-Training (RPT) is a new method for training large language models (LLMs) by reframing the standard task of predicting the next token in a sequence as a reasoning problem solved using reinforcement learning (RL). Unlike traditional RL methods for LLMs that need expensive human data or limited annotated data, RPT uses verifiable rewards based ... Read more
IONQ plans to have a fault-tolerant quantum computer by 2029 and they are acquiring Oxford Ionic for a about $1 billion. Some other important points: - Achieved 99.99% physical fidelity TODAY - Still on track for machine benchmarked at AQ64 this year - 50x density on single chip by going from 1D to 2D ion ... Read more
Trump said he'd talk to Elon Musk again. Elon sent a heart emoji. The feud seems to be over and they are making up. BREAKING: ELON MUSK SENDS " EMOJI TO TRUMP $TSLA WE ARE SO BACK ! pic.twitter.com/UQxDrxwcf9 - TheSonOfWalkley (@TheSonOfWalkley) June 9, 2025
Automated or autonomous vehicles (AVs) are defined in the Texas Transportation Code as a motor vehicle that includes an automated driving system, which is hardware and software that, when installed on a motor vehicle and engaged, are collectively capable of performing, without any intervention or supervision by a human operator.
New Glenn's second mission will take place NET (No earlier than) August 15th. They have chosen the name Never Tell Me The Odds" for Tail 2. One of our key mission objectives will be to land and recover the booster. This will take a little bit of luck and a lot of excellent execution. Blue ... Read more
How Elon Musk and SpaceX Could Avoid Nationalization Amid Starlink and Starship Dominance ? As Starlink and fully reusable Starship become increasingly dominant-potentially increasing bandwidth by over 100 times, deploying satellites by 20 times, and dropping the cost to space by 50 times in the next 2-4 years-the risk of nationalization grows sharply. SpaceX's emerging ... Read more
Quantum computing breakthroughs from IonQ, D-Wave, QuEra, Alice & Bob, and others in the last six months, with dates, achievements, and their impact on error-corrected, scalable quantum systems. IonQ May 7, 2025, IonQ Demonstrated a 12% speed improvement over classical computing in a real-world simulation (heart pump modeling with Ansys). This shows practical quantum advantage ... Read more
There is a Republican split in congress. Republicans can only pass bills when they are unified. A split Republican Party means gridlock with no bills passing. There were some senators and some in the house who were wanting to go hardcore on the deficit. This also would mean no bills passed to harm Elon. It ... Read more
Cursor AI raised $900 million in Series C funding from Thrive, Accel, Andreessen Horowitz, and DST. Cursor has grown to over $500 million in ARR and is used by more than half of the Fortune 500, including NVIDIA, Uber, and Adobe. This scale will help us push the frontier of AI coding research.