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Updated 2025-07-30 04:02
SpaceX Starship Flight 8 Launch Scrubbed to Later This Week
The eighth flight test of Starship is preparing to launch Monday, March 3. We are counting down to a 5:45 p.m. CT launch. This is 2 minutes away. SpaceX now can use Starlink to stream the video from 30 cameras on the rocket and transmit 120 mbps of data. A live webcast of the flight ... Read more
Bubba AI, Inc. is launching Comp AI to help 100,000 startups get SOC 2 compliant by 2032.
San Francisco, California, 3rd March 2025, CyberNewsWire
$350 Billion per year for AI and Increasing to Trillions per year
AI spending is huge and it is sustainable and has indications that it is profitable spending. Returns are from AI are being seen. The smaller spending from 2 years ago sees a lag in returns but adjusting for lag shows profits. Pascal's Wager Applied (CEOs Believe in Godlike AI) Invest and AI Succeeds: Huge payoff-competitive ... Read more
Venus Aerospace Developing 6,905 MPH Business Jet
Venus Aerospace is building a hypersonic aircraft that can carry about a dozen passengers, traveling at Mach 9, nine times the speed of sound. The Stargazer, which measures 150 feet long by 100 feet wide, will travel between two cities in the world by flying 6,905 mph at an altitude of 170,000 feet. Hypersonic is ... Read more
What if the US Left NATO?
The UK is talking about sending ground troops to the Ukraine. March 2, 2025, Starmer has discussed the possibility of the UK participating in a coalition of the willing alongside France and other nations to deploy troops to Ukraine. However, this is framed as a peacekeeping effort to enforce a potential peace deal, rather than ... Read more
SpaceX Starlink From Mini Dishes to Commercial for Remotes Bases and Towns
The smallest widely available Starlink antenna is the Starlink Mini, which is significantly larger than a typical cellphone (about the size of a laptop or small tablet). There is a range of Starlink antenna offerings. What are there specifications? What are there use cases? How Larger Version 3 Satellites Boost Signal Strength The larger size ... Read more
SpaceX Starship Orbital, Catch in 60 Days and Worldchanging Giant Starlink Satellites
SpaceX launches the 8th Starship flight tomorrow March 3, 2025. There will be four dummy version 3 Starlink satellites deployed. If this test is successful it will set the stage for version 3 Starlink satellites on all future Starship test and real flights. SpaceX Starship will go Orbital after the launch tomorrow. There will be ... Read more
China’s Deepseek AI Has 85% Profit Margins
DeepSeek has revealed they makes $200M/yr at 85%+ profit margins. This means their profits margins are larger than the 72-77% profit margins of Nvidia. Revenue (/day): $562k Cost (/day): $87k Revenue (/yr): ~$205M This is all while charging $2.19/M tokens on R1, ~25x less than OpenAI o1. If Deepseek was in the US, they would ... Read more
Possible Castings for New Lower Cost Tesla Model Q
A drone operator flying over the Tesla Fremont factory is spotting thousands of front vehicle casting being stored at the factory. He also found one of the castings by itself so its shape can be seen. Castings for in production vehicles would normally not be stored in such high numbers. There was an accumulation of ... Read more
Gamchanging Hypersonic Drones from Venus Aerospace and Hermeus
Venus Aerospace and Hermeus are two innovative companies advancing hypersonic technology, focusing on engine efficiency, rapid prototype development, and simplified propulsion systems to operate across speed regions from 0 to Mach 5 and beyond. Here is analysis of why their technologies and plans should succeed. How will they get more thrust and efficiency and get ... Read more
SpaceX Starlink has 5 Million Customers, Giant V3 Satellites for Flight 9 or 10 and Reusable Starship in 2025
SpaceX @Starlink has over 5 million customers, up from 4.6 million in December 2024 and 3 million in May 2024. Starship Flight 8 goals: - Deploy four Starlink simulators - Super Heavy Booster launch, return, and catch - Conduct critical reentry tests, including stress-testing with fewer tiles and evaluating new thermal protection options pic.twitter.com/em0Jj9DPPj - ... Read more
Venus Aerospace Achieves First Ignition of VDR2 – Rotating Detonation Rocket Engine
Venus Aerospace, a leader in hypersonics deep-tech startups aimed at revolutionizing high-speed flight, has successfully achieved ignition of its VDR2' engine. VDR2 offers a single engine solution from Mach 0 to Mach 6. This marks the first successful Rocket-Based Combined Cycle test. The engine architecture was unveiled in October at UP.Summit and combines the high ... Read more
Hermeus Building One New Airplane Prototype Per Year Towards A Hypersonic Plane
In 2024, Hermeus built their first aircraft and completed its ground test campaign. They opened a new test facility - set to become a national asset for high-Mach and hypersonic propulsion testing, and quickly brought it online with F100 engine tests. They expanded ther Los Angeles footprint, grew the team across both coasts, and increased ... Read more
SpaceX Starship Flight 8 Launch is Now Monday March 3
Super Heavy on the launch pad at Starbase ahead of Starship's eighth flight test on Monday March 3, 2025. Now targeting to launch Starship's eighth flight test as soon as Monday, March 3 https://t.co/alyJTRtOIP https://t.co/nVu5uHMGwi - SpaceX (@SpaceX) February 27, 2025 The eighth flight test of Starship is preparing to launch as soon as ... Read more
SpaceX Starlink Needed to Save FAA From Failing Verizon Air Traffic Control
The Verizon communication system to air traffic control is breaking down very rapidly. The FAA assessment is single digit months to catastrophic failure, putting air traveler safety at serious risk. The Starlink terminals are being sent at NO COST to the taxpayer on an emergency basis to restore air traffic control connectivity. The situation is ... Read more
Diamandis and Mo Gawdat Talk AGI 2025
Mo Gawdat, Peter Diamandis, and Salim Ismail discuss AGI, how to adapt to an AI-driven world, the future of jobs, and more. They discuss the different kinds of intelligence. The talk about AI being broadly superior in writing and math. The LLMs are rapidly knocking off other categories. Mo Gawdat is a renowned author, entrepreneur, ... Read more
OpenAI GPT 4.5 Has BIG Coding Improvement – Claims Scaling Still Works – Expensive
Mark Chen is the chief research officer at OpenAI and he talks about the debut of GPT 4.5 in a video below. The OpenAI newest largest model is going live today. The full OpenAI GPT 4.5 paper is here. Also, OpenAI GPT 4.5 is expensive. Key Innovations - Scale Improvements Improves on GPT-4's computational efficiency ... Read more
Burning Questions About New Cheaper Teslas? Answers. Cost ? Design?
Tesla watchers are eagerly waiting for the new cheaper models. You have questions, I have answers. Here I answer all the questions about the new models. How much will they cost? How many will Tesla make each year? How quickly will they be made ? How many will be made each year? Here we do ... Read more
Nvidia Beats Quarterly Earnings and Increases Guidance by About $1 Billion Each
Nvidia once again beat the quarterly earnings estimate and increased guidance more than expectations. Revenue: $39.3B vs. $38.1B est (+78% YoY) EPS: $0.89 vs. $0.85 est Data Center: $35.6B vs $33.5B est (+93% YoY) Guidance Revenue: $43.0B vs. $42.1B est EPS: $0.89 (Beat +6%) Key Highlights: Data Center Revenue: $35.6B ... Read more
OpenAI GPT 4.5 Has Been Leaked And Available in Days
OpenAI 4.5 research preview is available to some pro users. There are reports that GPT4.5 has been leaked. It is likely that GPT 4.5 could be widely available by Thursday or Friday. Reports indicate that GPT-4.5 is on the verge of release, with evidence emerging from the ChatGPT Android app, where datamining uncovered references to ... Read more
Tesla LFP Batteries Likely Pilot in 2025 and Volume Scaling in 2026
Tesla's patent 2025/015194 A1,(Cathode Powder and Processes)," describes a method for producing lithium iron phosphate (LFP) cathode materials for the Tesla 4680 batteries. It has simplified mixing, granulation, and heating steps. This patent, spanning over 100 pages, was published recently. @Tesla's LFP manufacturing patent, WO2025015194A1 is just published. pic.twitter.com/3PoF1blnfa - SETI Park (@seti_park) January ... Read more
Tesla Cathode Powder Patent Is the Path to Lowest Cost LFP 4680 Batteries
Tesla has published a new 100 page patent that describes an innovation for making cathode powder with wet and dry processes. Drew Banglino, x-Tesla executive, and Jordan Giesege, The Limiting Factor, tell us how this will be a path to make the lowest cost iron LFP batteries than untariffed LFP from China. The new technology ... Read more
Tesla FSD Trained to Drive in China Using Only Internet Chinese Driving Videos
Tesla FSD (Full Self Driving version 13.2.6) has been localized to China using only internet driving videos of driving in China. Previously it was believed that Tesla would need to be able to send a lot of driving videos collected in China to retrain the base model. This was not needed. There was no regulatory ... Read more
Now is the Artificial Intelligence Singularity
In 2015, Waitbutwhy.com had some articles and diagrams explaining how the artificial intelligence revolution of a technological singularity would play out. The diagram above shows how there would be a series of improvement rates that would get steeper and steeper and faster and faster. My article from yesterday explains how 12-20 years ago we shifted ... Read more
Making Sense of Crazy Price Swings with Tesla
Reviewing my analysis from two weeks ago about Tesla, I wanted to emphasize key points and add more context. I think 2025 is playing out like what happened in 2020. In 2020, the stock ran up (post-split prices) from about $15 in late 2019 to $60 by Feb 21, 2020 and then dropped to about ... Read more
INE Secures Spot in G2’s 2025 Top 50 Education Software Rankings
Cary, NC, 25th February 2025, CyberNewsWire
Tesla AI Domination Starts in 2025
The evidence for the Tesla and XAI data center construction advantage in build speed and dominating size is clear. The XAI and Tesla ability to build data centers 4 to 10 times faster than Microsoft, Google, Meta and others is translating into a defensible technology and business advantage and permanent AI domination. This can be ... Read more
Tesla Releasing FSD Features and Software to China
Tesla is releasing Full Self Driving Features into its China version of Autopilot. Having permission to place the software and features of Full Self driving will enable more of the value to be given to China customers. It will support pricing that is more like FSD than lower priced Autopilot. The software version 2024.45.32.12 being ... Read more
Sina Finance is Reporting Imminent Tesla China FSD Rollout
Tesla is preparing to roll out its FSD feature in China and will provide a batch of software updates to Chinese EV owners. Launching Tesla FSD (Supervised) in China would add another 3 million potential customers. At a 35% take rate of $99 per month, it would be about $1 billion in profit per year. ... Read more
Poland Clone Robotics Make Liquid Muscled Synthetic Copy of the Human Body
Clone Robotics made the Protoclone which is a faceless, anatomically accurate, synthetic human with over 200 degrees of freedom, over 1,000 Myofibers, and over 200 sensors. This is pretty much like the synthetic androids in the movie Alien and other science fiction movies, anime and books. The cost of the Clone Alpha robot by Clone ... Read more
Anthropic Releases Claude 3.7 Sonnet a Reasoning Model
Anthropic releases a Claude 3.7 Sonnet reasoning model and Claude Code an agentic model. These are their most intelligent models to date. Claude 3.7 Sonnet is a hybrid reasoning model, producing near-instant responses or extended, step-by-step thinking. Claude 3.7 was trained on real-world coding examples. Claude 3.5 has already been the best for real world ... Read more
Overcoming Constraints and Limits to Scaling AI
An Epoch AI article identifies four primary barriers to scaling AI training: power, chip manufacturing, data, and latency. Below, we summarize the known research, innovations, and approaches that could mitigate or overcome these barriers, as well as discuss how AI scaling could continue beyond 2030 to 2040. 1. Power Constraints Training large AI models requires ... Read more
What Have Grandmasters Learned from Superintelligent Chess Programs?
What happens if more domains of knowledge have superhuman performance from AI? The Elo (chess ranking estimate) of the best chess programs is about 3700 which is about 900 points beyond the 2881 maximum of Magnus Carlsen. This means Magnus might be able to get a draw in one out of 100 or 1000 games ... Read more
On the Event Horizon of the Singularity
Elon Musk has posted that we are on the event horizon of the Singularity. I have been closely observing the buildout of XAI AI data centers and here is why we will get 40-60 years or more of progress in about 6 years. People are used to Moore's Law which has been around . This ... Read more
Path to 1000 IQ SuperIntelligence by 2030 Using Better Chips and Gigawatts of Power
I know that AI experts like Epoch AI have been projecting a continuation of the 5X per year increase in AI training compute but Grok 2 was released in August 2024 and 6 months later Grok 3 was released with 15X increase in training compute. This shows that the 5X per year rate has been ... Read more
DOUBLING Data Center Chips Every 90 Days for AI Industrial Flywheel
xAI has taken tripled the growth rate of AI data center compute. It has gone from 5X each year to over 15X each year. This next level improvement is just the start of making the ultimate business technology flywheel. Improving AI and AI data centers with AI which then makes better AI data centers which ... Read more
February 26 SpaceX Starship Flight 8 and Flight 9 Starship Catch from Orbital Mission
SpaceX is targeting 5PM (Texas) February 26 2025 for SpaceX Starship flight 8. If things go right, SpaceX has already submitted an FCC filing for SpaceX flight 9. Flight 9 will go orbital and has the option to catch the second stage Starship.
Tesla Cars Without Human Drivers in Fremont
More video of the newly built Tesla cars in Fremont (1500-2000 per day, day and night) driving without human drivers from the factory to the loading dock about 1.2 miles away. There are semi trucks, forklifts and human workers walking along and other cars.
What Comes After XAI GROK 3?
Tomorrow, I will have two new videos that will describe how xAI will use a data center with 80 times the training compute used for GROK 3 in 2026. I have a far more refined, detailed analysis of the AI singularity and intelligence explosion as it is happening. The AI is what we are witnessing ... Read more
Why is a Natural Gas Turbine Company Using Solar in Its Company Name?
Solar Turbines, a subsidiary of Caterpillar, is often mistaken for a solar energy company due to its name, but it primarily manufactures industrial gas turbines for power generation, marine propulsion, and natural gas/oil processing. Founded in 1927 as Prudden-San Diego Airplane Company, it was acquired by Caterpillar in 1981 and now serves global markets with ... Read more
xAI Adding 240 MWe for 490 MWe. 400,000 GPU Colossus AI Data Center
xAI has a permit to install 240 MWe of gas turbines, specifically fifteen Solar-SMT-130 models, will let them double the GPUs to 400,000. The 200,000 new chips will be Nvidia B200s. This should be about 6-7 Zettaflops of compute. This will be about 11 times the 100K H100s compute used for pre-training Grok 3. xAI, ... Read more
Sanctuary AI 8th Generation Humanoid Bot and Better Robot Hands
Sanctuary AI has revealed better hand sensors for their humanoid robots. It is a new generation of tactile sensor technology optimized to improve dexterous manipulation. Sanctuary is believes great robot hands are performing all of the high value tasks in the workplace when combined with AI and sensors. This requires a delicate-but durable-sense of touch ... Read more
Why Food Costs $350/Year for the Average American Household?
There are critical commodities and energy prices that impact global agriculture and grocery prices. It impacts other countries more but it still costs the average american household too. It hits the crops that use the most fertilizer and use the most natural gas. The most important are wheat and corn. You may think well I ... Read more
Egypt’s China Built J10C Versus Israeli Planes
Egypt is getting the Chinese Chengdu J-10C fighter aircraft equipped with PL-15 missiles. How does the Israeli Air Force's (IAF) Lockheed Martin F-16 and F-35 fighters match up? This is an analysis of a range of factors including avionics, radar, stealth, weaponry, maneuverability, and operational context. The J-10C is a 4.5-generation multirole fighter, while the ... Read more
How Fertilizer and Food Could Become Cheaper Again
Russia and Ukraine punched above their weight in the fertilizer market, especially for nitrogen and potash, because of their resource advantages and production scale. Russia was the world's top exporter of nitrogen fertilizers (like urea and ammonia), holding about 16% of global urea exports and 23% of ammonia exports before 2022 disruptions. Together with Belarus, ... Read more
Microsoft Majorana 1 Chip Has 8 Qubits Right Now with a Roadmap to 1 Million Raw Qubits
Microsoft team behind the recent breakthrough in physics and quantum computing demonstrated by the new Majorana 1 chip, engineered from an entirely new material that has the potential to scale to millions of qubits on a single chip. Microsoft today introduced Majorana 1, the world's first quantum chip powered by a new Topological Core architecture ... Read more
A Debt Spiral and US Financial Collapse in the 2030s
If DOGE fails to cut US deficit then what is potential timeline for a U.S. economic collapse similar to the Soviet Union's (USSR), given a current national debt of $37 trillion increasing by $1 trillion every 100 days. Would this lead to hyperinflation, an upward spiral in interest rates and inflation? The U.S. might lose ... Read more
Baidu and Apollo Go Make Progress on Self Driving Cars and Robotaxi
Baidu revealed progress of their subsidiary, Apollo Go on their earnings call. The number of paid robotaxi rides 1.1 million in 4Q 2024 which is up +36% Year over year The cumulative robotaxi rides now 9 million. This about 25-50% of the level of Waymo. They have some 100% fully driverless (no remote operator) operations. ... Read more
SpaceX Bahamas Landing Part of Increasing to 180 Launches Per Year
A SpaceX Falcon 9 landed on a new drone ship in the Bahamas. The mission also successfully deployed more version 2 mini satellites. SpaceX's decision to land Falcon 9 boosters in the Bahamas after launching from NASA's Pad 40 at Cape Canaveral Space Force Station introduces a new approach to booster recovery, potentially improving efficiency ... Read more
Solving the Tesla China FSD Problem
Tesla is currently prevented from solving Full self driving in China because the Chinese government does not allow them to send driving video out of China and the US government does not allow AI model training in China by US companies. How can Tesla localize its Full Self-Driving (FSD) system versions 13.X or 14.X in ... Read more
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