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Updated 2025-04-03 12:03
Greenland is Major Front of the Arctic Cold War
The Arctic an incredibly rich area. It is about the same geographic size as the African continent - about 6% of Earth's surface area - yet it holds an estimated 22 percent of Earth's oil and natural gas resource. Most of this the Arctic is poorly explored for oil and natural gas. The United States ... Read more
Greenlanders are Pro-Independence, Pro-USA and Wary of China’s Polar Silk Road
A 2021 survey of Greenland had 69.1 percent of those asked think that Greenland should cooperate more closely with the U.S. Greenland is not a member of the EU. When asking Greenlanders about if Greenland should cooperate with the EU, 65% answer that Greenland should cooperate more with the Union and only 22.8% answer that ... Read more
Tesla 20%+ Margins and Possible US-Greenland Deals
An analysis of one of the most important metrics, auto gross margins, for Tesla share price. Having auto gross margins over 20% is important for Tesla. The key to increasing above Q3 2024 19.6% is continued cost of goods reductions from fewer parts and lower battery costs. There is also a discussion of possible deals ... Read more
Near the Singularity, Unclear Which Side
Sam Altman talks about AGI products in 2025 and setting OpenAI sights on ASI (Superintelligence). [OpenAI and Sam Altman] are now confident they know how to build AGI as they have traditionally understood it. They believe that, in 2025, the world may see the first AI agents join the workforce" and materially change the output ... Read more
Greenland Joining the USA Could Make Greenlanders the Richest in the World
Greenland joining the USA could make Greenlanders the richest in the world on a per capita basis by quadrupling per capita income and the overall GDP. Based on Greenland's Self-Government Act of 2009, Greenland has the right to self-determination, including the option of independence. This seems to mean that if Greenland holds a referendum and ... Read more
Security Risk Advisors joins the Microsoft Intelligent Security Association
Philadelphia, Pennsylvania, 7th January 2025, CyberNewsWire
CyTwist Launches Advanced Security Solution to identify AI-Driven Cyber Threats in minutes
Ramat Gan, Israel, 7th January 2025, CyberNewsWire
Blue Origin New Glenn and Amazon Satellite Constellation Finally Becomes Competitive
Blue Origin plans to finally fly the New Glenn rocket and to get a lot of launches. The first launch is in days. For 2025, they expect to have between 8 and 10 launches, with the capacity for up to 12 launches. In 2026, Blue Origin aims to increase this number to 24 launches. Blue ... Read more
2025 The OMG Year of AI and Humanoid Robots
The billionaire investors and entrepreneurs at the All in Podcast described 2025 as the year of AI and robots. I, Brian Wang, and Randy Kirk reviewed why and how AI and robots will be transforming the world. Summarizing the key points and claims and providing context. Dave Frieberg says 2025 is the year when people ... Read more
Tesla shares in 2025 is all about FSD, licensing, teslabot and robotaxi
I, Brian Wang, made a bunch of correct calls on the stock price movement of Tesla over the past few months. Tesla pulled back after hitting a high of $488. This was after more than doubling from $213 at the end of October, 2024. Tesla disappointed with 495000 cars delivered in Q4 2024, when there ... Read more
Amazing SpaceX Raptor 3 Engine Technology
Youtube channel What About It?, Felix Schlang, dives deep into the technology of the SpaceX Raptor 3 engine. SpaceX has made new alloys for withstanding the heat and have build channels and other structures into the engine. This vastly superior engine outperforms the RS-25 engine that was used on the Space Shuttle and is still ... Read more
Next Week Upgraded SpaceX Starship Will Deploy 10 V3 Starlink Satellite Simulators
Jan 10, 2025, SpaceX Starship will have the seventh launch and deploy 10 Starlink simulators. They will be similar in size and weight to next-generation (V3) Starlink satellites as the first exercise of a satellite deploy mission. The Starlink simulators will be on the same suborbital trajectory as Starship, with splashdown targeted in the Indian ... Read more
What are Predictions and My Track Record
There is an anonymous commenter who wanted to be a troll about my prediction track record and where I was wrong about technology. I discuss my public predictions and go more deeply into nuclear fusion and other specific topics. My writing that years ago that emdrive and Mach Effect propulsion researchers made and that nuclear ... Read more
Space 2025 – New Rockets and a New Space Station
There will be many new rockets getting first launches in 2025. There will be the Blue Origin New Glenn and the Rocket Lab Neutron. There will be many as many as 16 new rockets from China, the USA and other countries. There should be huge advances with the SpaceX Starship. There will be a first ... Read more
2025 AI, Space, Tesla and Technology Predictions
Brian Wang has had over 90% accuracy with public predictions on public websites like Metaculus and Manifold. OpenAI O3 model has shown that greater than human PHD reasoning is possible but with about 30,000 GPUs taking 30 minutes to infer the answer. I forecast an increase to 1 million GPU AI training from 100,000 at ... Read more
SpaceX Starlink Direct to Cellphone Text and Voice Will Be Available to Millions in 2025
There are 370 SpaceX DTC (Direct to Cellphone) Starlink satellites in orbit now. There could be over 1000 SpaceX DTC satellites by the end of 2025. The @SpaceX team achieved an unprecedented launch cadence, conducting 134 Falcon launches with 89 dedicated to expanding the Starlink constellation. Companies working with SpaceX on Direct to Cellphone service. ... Read more
Seven Commercial SpaceX Starship Deploying V3 Starlink Would Add Capacity Than is Available Today
SpaceX Starship will launch V3 Starlink satellites, which will add 60 Tbps of capacity to the network per launch. This will be more than 20x the bandwidth of each Falcon 9 launch today. Seven Starships with each launching 60 TBPS of capacity. This would mean seven times 60 (420 TBPS) which is more than the ... Read more
NASA Probe Passes 25 Times Closer to the Sun
NASA's Parker Solar Probe hurtled through the solar atmosphere at a blazing 430,000 miles per hour - faster than any human-made object has ever moved. The NASA Solar Probe flew 3.8 million miles above the surface of the Sun. This is about 25 times closer to the Sun than the earth.
1630 Megawatt French Nuclear Reactor Started 11 Years Late
The long-delayed Flamanville 3 EPR reactor in Normandy in northern France has begun delivering electricity to the grid. The 1630 MWe (net) pressurised water reactor was connected to the grid for the first time at 11:48 (local time) on Saturday. Construction work began in December 2007 on the third unit at the Flamanville site - ... Read more
SquareX Researchers Expose OAuth Attack on Chrome Extensions Days Before Major Breach
Palo Alto, Calif., USA, 30th December 2024, CyberNewsWire
OpenAI O3 and Test Time Reasoning
OpenAI o3 achieved an 88.5% score on the ARC-AGI benchmark using high computing equipment which is beyond most humans at 77% scores. OpenAI used up to $10,000 worth of compute for each AGI answer. At a rate of around $1.45 to $1.49 per hour, $10,000 would cover approximately 6,711 to 6,897 GPU hours in Nvidia ... Read more
China DeepSeek AI Is Over Ten Times More Efficient in AI Training
China DeepSeek AI matches the performance of AI while using only 9% of the AI training compute. The continued improvement in AI while using resources more efficiently shows we will reach AGI at affordable costs for training and inference. AI will reach higher levels of intelligence and energy and computation will get more efficient. DeepSeek ... Read more
My Prediction for Tesla Shares to Reach $1000 in 2025
I, Brian Wang, shared my 2025 Tesla share price predictions and analysis with Herbert Ong. My bear case is $700 at the end of the year. The base case is $1000 and the bull case is $1500. The bear case is where there is just 500,000 more cars to 2.3 million and megapack energy ramps ... Read more
AI, Humanoid Bots and Robotaxi Shocks in 2025
The scaling of the data centers and progress with AI will continue to surprise people and change the world. Tesla and xAI are at the center of the AI changes. IF the training compute scaling and the inference compute scaling continue to show massive benefits, then this will ensure AI models will have improved capabilities ... Read more
What Mattered in 2024 ? Setting up the Future of AI, Robotics and Space
The most important things that happened in 2024 was the progress in AI, robotics and space capability. We are on the verge of AGI (Artificial general intelligence), robotaxi and fully reusable rockets. The most shocking images of the imminent future was the mechazilla catch of the SpaceX booster. As of 23 December 2024 the Starlink ... Read more
NANO Nuclear Will Adapt Micronuclear to Power Space Applications
NANO Nuclear Space (NNS) will focus on optimizing ZEUS", a solid core battery reactor, and ODIN", a low-pressure coolant reactor, for applications such as power systems for extraterrestrial projects and human sustaining environments, and potentially propulsion technology for long haul space missions. NNS' initial focus will be on cis-lunar applications, referring to uses in the ... Read more
NANO Nuclear Acquires USNC Micro Modular Reactor Technology Via Bankruptcy
NANO Nuclear Energy Inc. (NASDAQ: NNE) developing small nuclear fission reactors that can be moved with trucks announced that it has executed a definitive agreement to acquire select nuclear energy technology assets from Ultra Safe Nuclear Corporation and certain of its subsidiaries (collectively, USNC"). The acquired assets include USNC's patented Micro Modular Reactor (MMR) system, ... Read more
xAI Starts Receiving Nvidia GB200 Chips
xAI finished raising $6 billion in new funding and has begun receiving Nvidia GB200 chips. The chips are arriving about a month earlier than expected in a prior chart. I have adjusted by a month for xAI releases. I have also added the Google Gemini models. Google appears able to not have as much issue ... Read more
SpaceX Tests New Heat Shield and Adds Tanks for Engine Restarts
SpaceX continues to improve the design of the Starship heat shield and has added small tanks to help with the engine restart. The new designs were covered by Felix Schlang at What About It?
Old 1962 Hall Effect Thrusters versus a Modern SpaceX Argon Thurster
The lower box is one the earliest spacecraft ion thrusters (from EOS circa 1962), and on top is a new arrival, a modern marvel from the SpaceX Starlink satellites used for on orbit maneuvering. SpaceX has mastered Argon SpaceX has mastered Argon Hall Effect thrusters, something no one else has been able to do. This ... Read more
OpenAI O3 Crushes Benchmark Tests But is it Intelligence ?
OpenAI O3 crushes benchmark tests and puzzles but is it intelligence ? There is some substantial costs of $5000 to $500,000 of compute to solve the hard problems. The AI compute costs will become vastly more efficient and lower cost. The problems have correct answers but there can be more issues around more compromises and ... Read more
AGI Manhattan Project Recommended to Congress
The U.S.-China Economic and Security Review Commission's top recommendation to Congress is an AGI Manhattan project. It is recommended Congress establish and fund a Manhattan Project-like program dedicated to racing to and acquiring an Artificial General Intelligence (AGI) capability. AGI is generally defined as systems that are as good as or better than human capabilities ... Read more
10 Million GPU Data Centers on Earth and Mars
xAI is completing a 200,000 GPU data center in Memphis. They completed 100,000 GPUs two months ago and were adding another 100,000 GPUs. 300 Megawatts of power is supplied by natural gas powered turbines. Water cooling needs about one million gallons per day. xAI and Tesla are planning to build a one million GPU data ... Read more
OpenAI O3 Ranks as 175th Best in the World on Coding Test and Great on AGI and PHD Tests
OpenAI O3 is scoring great on all of the coding and AGI tests. It is saturating many of the tests. OpenAI O3 seems to have solved a lot of advanced reasoning and math. OpenAI O3 needed to use about $1 million worth of compute to answer the AGI test questions. Dr Alan Thompson increased his ... Read more
OpenAI Releases O3 Model With High Performance and High Cost
OpenaI o3 sets new records in several key areas, particularly in reasoning, coding and mathematical problem-solving. It scores 75.7% on the semi-private eval in low-compute mode (for $20 per task in compute ) and 87.5% in high-compute mode (thousands of $ per task). It's very expensive. It is not just brute force. These capabilities are ... Read more
Google Veo 2 vs OpenAI Sora
Google's Veo 2 and OpenAI's Sora are both leaders in AI video generation. Here are some screenshots from Google Veo 2 generated video. Google Veo 2 Has More Resolution and Video Quality Google Veo 2 is capable of generating videos in up to 4K resolution, which is a significant advantage over OpenAI's Sora, which is ... Read more
Google Versus xAI AI Compute Scaling
Google Gemini 2 AI model (just released) were trained with over 100,000 Trillium chips have been deployed in a single network fabric, enabling massive-scale AI operations. xAI has already trained Grok 3 with 100,000 Nvidia H100s but has not released it yet. xAI has added 100,000 chips and will train Grok 4 with 200,000 Nvidia ... Read more
Will We Reach AGI in 2025? Google Genie 2 World Models Today
AI capabilities made progress in 2024 but there was a temporary slowdown in massive compute scaling for AI training or test time compute. 2025 will see massive AI training scaling. Dr. Alan Thompson is a trusted thought leader in AI, frequently cited by institutions like Microsoft, RAND Corporation, and the University of Oxford. He publishes ... Read more
Google Gemini 2 is the New Top Ranked Model and Improves Agent Capabilities
Google Gemini 2 is now the top ranked large language model. Gemini 2.0 Experimental Advanced: Complex Task Handling: This version shows significantly improved performance on complex tasks such as coding, math, reasoning, and following instructions, positioning it as Google's best AI model yet in terms of these capabilities. Benchmark Performance: In benchmarks like Chatbot Arena, ... Read more
Nvidia GB200 Rack Supply Chain Ramp Will Be a Few Months Slower
TrendForce projects that Nvidia GB200 Rack mass production and peak shipments are unlikely to occur until between Q2 and Q3 of 2025. This is largely due to the higher design specifications of the GB200 rack, including its requirements for high-speed interconnect interfaces and thermal design power (TDP), which significantly exceed market norms. The NVIDIA GB ... Read more
Sabine and Neil deGrasse Tyson Are Wrong About Mars
Science Youtuber Sabine Hossenfelder and Neil deGrasse Tyson, Science communicator and astrophysicist claim there is no business case or economic reasons to go to Mars. They also claim there are technological reasons why it cannot happen. They claim Mars cannot be Terraformed for 100s of Years and this would be a show stopper. They claim ... Read more
TSMC Assures Musk of Chip Supply for Teslabot
Elon Musk received assurances from TSMC Chairman CC Wei that they would be able to supply the volume of chips needed for the Teslabot. If this this is accurate then it is to ensure AI5 chips in quantities for Teslabot that are beyond the 5-10 million chips needed for new cars in the 2026-2028 timeframe. ... Read more
Will Tesla Reach $500 Today or By Friday?
Tesla continues its epic run. Tesla China released another good weekly of insurance registrations. This is mainly an indication that the fourth quarter volume production and delivery numbers on January 2, 2025 will be solid. The main driver to the end of the year is the need for institutions to get to equal weight or ... Read more
Tesla China VP and Full Self Driving Nearing China Release
All indications are that the Tesla FSD (Full self driving) software stack is running on chinese cars to provide actually smart summon and dispatch. This feature needs the FSD software. Full activation of FSD in China will occur with regulatory approval. This approval seems very near. Tao Lin, Tesla's global vice president, said: All models ... Read more
Broadcom Building Three One Million GPU AI Supercomputers for 2027
Broadcom predicts serviceable market for AI XPU and networking could reach $60 billion to $90 billion by 2027 and company is a market leader. During Broadcom's Q4 2024 earnings call, CEO Hock Tan revealed that three major hyperscale clients are planning multi-generational AI XPU deployments, aiming for 1 million XPU clusters by 2027. Broadcom collaborates ... Read more
I Correctly Predicted Tesla Would Pass $450 in a Rapid Price Increase
Five weeks ago, I, Brian Wang, said that Tesla would reach $450 within 90 days. It is now at $455. Five days ago, I said it was not too late to buy Tesla and it increased another 10%. I have a two new video with new analysis and price targets. Old Videos Showing Accurate Analysis ... Read more
xAI Image Generation is Vastly Improved
Image generation for xAI is vastly improved. The objects are good . A cybercab looks like a Tesla cybercab. I can get it to modify by adjusting the prompt and it pretty much works. I said make Zuck and Elon look sweaty and tired and in a clinch in an MMA Octagon. Grok has a ... Read more
Elon Musk Trillionaire in 2025?
Elon Musk's net worth of $455 billion, according to the Bloomberg Billionaires Index. This wealth is about $180 billion for SpaceX, $182 billion from Tesla, $60 billion for some form of option package, $30 billion Neuralink, xAI, X and Boring Company and $10 billion in other assets. Elon's SpaceX holding went down from 54% to ... Read more
Notre Dame is Amazing After the Restoration and Repair
The church of Notre Dame has been repaired after a fire in 2019. It has also been cleaned and restored. The art and murals inside had not been touched since 1850. The restoration has restored vibrant colors. Notre Dame re-opens this weekend after the April 2019 fire that almost destroyed the cathedral. In past 5 ... Read more
Analyst Who Called Tesla Price Surge to Near $450 Has New Price Targets
Five weeks ago, I, Brian Wang, said that Tesla would reach $450 within 90 days. It is now at $436. Five days ago, I said it was not too late to buy Tesla and it increased another 10%. I have a two new video with new analysis and price targets. Old Videos Showing Accurate Analysis ... Read more
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