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
ASEAN (in particular Malaysia) were key part of US Trade diversification from China Trade. Malaysia, Thailand, Cambodia and Australia had key deals for the US to get 30-50% of the rare earth supply over the next 2-3 years up from 10% non-China now. Myanmar and Vietnam also have large rare earth supplies and they are ... Read more
X-Chess Champion Kramnik may face discipline. He hounded Daniel Naroditsky with accusations of cheating without evidence. Daniel Naroditsky said days before his death that whenever he was doing well the accusations of cheating would arise. Daniel said he felt is one of the worst periods of his life and at time felt his life was ... Read more
An AI expert from Anthropic predicts a mostly smooth transition for AI over the next 2-3 years where business adopts best practice AI that is unleashing 10X productivity. This will be great value creation that would payoff the trillions we are and will invest. Perfecting and scaling what AI is capable of now and what ... Read more
Super VC Marc Andreessen talks with Blake Masters and Amjad Masad, CEO and co-founder of Replit, a cloud-based coding platform. They talk about the transformative role of AI in democratizing programming, technical breakthroughs in agentic AI, historical parallels in computing evolution, debates on AGI timelines, economic implications, and Masad's personal journey from Jordan to Silicon ... Read more
LEO mega-constellations are expected to deploy thousands of satellites to provide broadband services with data rates approaching several Gbps and latencies as low as 30-50 ms, significantly lower than traditional GEO satellites (500+ ms). Achieving 6G's target of peak data rates up to 1 Tbps requires satellites to operate in high-frequency bands like Ka-band (26.5-40 ... Read more
Recent announcements highlight Samsung's development of an AI-powered modem chip designed to enable direct satellite-to-device (D2D) connectivity with SpaceX's Starlink constellation. This chip uses AI to optimize signal processing, beamforming, and interference management, allowing unmodified smartphones and devices to connect to low-Earth orbit (LEO) satellites at gigabit speeds-even indoors or through obstacles like buildings and ... Read more
We now know TESLA has world leading robotaxi safety. 250,000 Robotaxi Miles driven with 1 incident. Austin reveals the safety and Tesla revealed the miles. Putting the pieces together. We have the up to date public safety data. Tesla revealed the miles of robotaxi in Austin and in the SF Bay Area. We put this ... Read more
Ashok Elluswamy, Tesla's VP of Autopilot Software, delivered a keynote titled Building Foundational Models for Robotics at Tesla" at the International Conference on Computer Vision (ICCV). Tesla FSD camera inputs feed into a large-scale neural network (with expanding parameter counts, soon to scale 10x via new hardware). Future Outlook Scale robotaxi to unsupervised, nationwide service. ... Read more
DeepSeek's announced OCR (Optical Character Recognition) model compresses text-heavy data into images and reduces vision tokens per image by up to 20x while retaining 97% accuracy (10x compression) or ~60% at 20x. This outperforms competitors on efficiency-performance charts. arxiv - DeepSeek-OCR: Contexts Optical Compression We present DeepSeek-OCR as an initial investigation into the feasibility of ... Read more
Blue Origin has a critical next flight in November for New Glenn. It will determine if they have a chance for 4 flights in 2026 or 8. They have to be able to cleanly fly and land the booster stage. This will determine if they can reuse the booster every 6 months. Any flight problems ... Read more
Elon Musk said the Tesla Robotaxi in Austin will have no safety monitor by end of 2025. No other human in the car which means Tesla robotaxi can scale to about 10 cities with thousands of cars each by mid 2026. Elon Musk greenlighting car production with autonomy solved means tens of thousands of Cybercabs ... Read more
The most important highlights of the Tesla Q3 earnings call. Tesla robotaxi miles were 250,000 in Austin and over 1 million in the SF Bay area. This is a significant ramp from about 7000 miles in Austin. This means about half of the miles were likely in the October. The SF bay area started at ... Read more
Meta has a joint venture agreement with Blue Owl Capital in a deal worth $27 billion to fund and develop the social media company's massive Hyperion data center in rural Louisiana. The deal will see Blue Owl own 80% of the Hyperion data center, with Meta taking the remaining 20% stake. Blue Owl contributed about ... Read more
I, Brian Wang, am one of the main co-authors for AI RISING: How To Thrive In The Age Of Abundance Please support with an order and share with others who might buy the book. All of the authors are Randy Kirk, Brian Wang, Cern Basher, Phil Beisel, Bradford Ferguson, John Gibbs, Nicholas Gibbs, Larry Goldberg, ... Read more
Reflect Orbital plans a constellation to enable solar power generation at night, make crops grow better and stronger, possibly replace urban lighting, provide emergency illumination in disaster zones and enable people to work into the night. UPDATE: The concept of mirrors in space was previously discussed in 2018, when China was looking to get 8 ... Read more
SpaceX and Elon Musk can replace SLS, Space Launch System, with the fixed priced $100 million per ton moon missions from 2028 and beyond. This would still be $10 billion for a full 100 ton payload to the moon and $7 billion if the same costs were used but scaled based on fewer refueling launches. ... Read more
Dynetics Alpaca and Blue Origin both look like possible 2029-2030 lunar landers if they get funded. The developments are not certain. Reviving the competition will be a $2-5 billion cost. However, this funding will not deliver the completed Artemis 3 mission. It would just give an option in 2028 or later for another lander if ... Read more
SpaceX's $17 billion acquisition of EchoStar's AWS-4 and H-block spectrum enables broadband DTC (direct to cellphone) with 20x throughput over prior low-band spectrum from T-mobile. This mid-band S-spectrum offers excellent propagation characteristics but phones will need new chips to work with the spectrum band. DTC is an emerging service and we are going from it ... Read more
In 2022, the National Academy of Sciences Planetary Science Decadal Survey recommended exploration of Uranus as its highest priority Flagship mission for the 2030s. The Decadal recommendation relied on the Uranus Orbiter and Probe (UOP) concept as its baseline for the mission. UOP assumed a launch in 2031 on a Falcon Heavy Expendable rocket and ... Read more
There is an intensifying race to return humans to the Moon, pitting the US against China and now NASA Acting Administrator Sean Duffy will have SpaceX race Blue Origin and other bidders. China is aiming for a crewed lunar landing in 2029-2030. There are developing a Long March 10A super heavy lift rocket (70 tons), ... Read more
Everything has to go right for China to launch a human moon mission in 2029 or even 2030. China is also building a new rocket and they have not assembled it yet or flown it. China is still testing a lunar lander. Long March 10 Rocket Certification (2026-2027) Verification: On Track, with Accelerated 2025 Testing. ... Read more
As of October 21, 2025, Blue Origin has conducted only one New Glenn launch to date. The maiden flight occurred on January 16, 2025, from Cape Canaveral's SLC-36, successfully reaching orbit with a prototype Blue Ring payload, though the first stage was lost during reentry. The second Blue Origin launch of New Glenn is taking ... Read more
NASA's acting administrator Sean Duffy says he plans to open up the contract" SpaceX holds to land astronauts on the moon for the Artemis 3 mission because the company has fallen behind schedule. Duffy previously maintained that Artemis 3 would launch in 2027, the agency's official target, even as multiple Starship test flight failures earlier ... Read more