Future Stories

On January 23 around 7:40 a.m. near Grant Elementary School, Santa Monica Waymo’s driverless Jaguar I-Pace hit a child who ran from behind a double-parked SUV amid crossing guards and stopped cars. The vehicle braked from 17 mph to under 6 mph before minor-impact contact, then called 911 and stayed until police cleared it; the ... Read more

Tesla is now reporting the paid robotaxi miles in the quarterly. It was about 200,000 miles in December. Tesla now has 500+ cars in Austin and SF Bay Area and is doubling each month (verbally reported as the number of robotaxi and the goal to increase on earnings call). A fleet of 2,000 cars in ... Read more

Tesla Q4 2025 Earnings Analysis – Most important earnings call in Tesla history – not just for Tesla, but any company – Stock hit $450 briefly, pulled back to $440 post-call – Strong profitability despite 16% fewer deliveries Q3→Q4 – Higher profit margin: 18% → 21% gross margin – Beat expectations: 50¢ vs 44¢ expected ... Read more

Active FSD subscriptions is a line item in the financials for Tesla. 1.1 million active subscriptions. 3 pages out of 11 pages of the meat of the Tesla deck are now AI, robotaxi FSD pages. 1 page of summary, 4 pages of financials and operational numbers. Really 3 out of 4 pages highlighting what the ... Read more

Tesla has an earnings call today. Q4 Shareholder Update → https://t.co/rd0ILdq7Hj — Highlights 2025 marked a critical year for Tesla as we further expanded our mission & continued our transition from a hardware-centric business to a physical AI company. We also laid the foundation for the future of Tesla by… pic.twitter.com/UqYYoCFkIR — Tesla (@Tesla) January ... Read more

, the Maia 200 packs 140+ billion transistors, 216 GB of HBM3E, and a massive 272 MB of on-chip SRAM to tackle the efficiency crisis in real-time inference. Hyperscalers prioritize inference efficiency and cost (40-50% reductions). By 2028, custom ASICs could capture 20-30% market from Nvidia’s ~90%, with total AI chip sales ~$975B in 2026. ... Read more

World GDP has been doubling every 25 years for last 100 years even after adjusting for inflation. This means we would be expecting 3 doublings from 2025-2100. However, the world appear to be seeing changing and accelerating technology. Doubling every 25 years is 3% real GDP growth each year. There is already Atlanta Fed reserve ... Read more

If you are interested in talking about SpaceX and AI data centers in space as deep tech trends you can sign up or book a calendly. Full disclosure: I’m working with a wealth management firm and will soon be a certified advisor (Series 65 pending). This is not investment advice, solicitation, or an offer to ... Read more

Future of AI copilots and agents, impact on white collar work Nadella discusses Microsoft’s Copilot evolution: started with GitHub Copilot (code suggestions), expanded to desktop/Windows, and now includes chat, actions, and autonomous agents (foreground/background, local/cloud). He uses coding as the prime knowledge-work example: from next-edit suggestions → chat → actions → full agents. Vision: AI ... Read more