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AMD Makes a Bet on World Models for Next Level AI – Spatial Intelligen

AMD is making an $8 billion bet (0.8% of AMD valuation) to see if World Model where if we model all physics and chemistry and everything else we can accelerate the pace of major scientific discovery. Fei Fei and World Models are a leader in this area and need the trillion dollar financial power of ... Read more
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SpaceX AI Gameover for Rivals -Money Wise Minihard Crushes Even Money From Millions of Robotaxi

One new AI data center every month. If SpaceX achieves that MiniHard production pace, the consequences for AI capacity, revenue, and competitors are enormous. MiniHard will become SpaceX’s most important near-term product. Repeating a proven data-center design could turn individual construction projects into a steady stream of usable AI capacity. I compare it to mass ... Read more

Mass-Production of AI Infrastructure – Speed Up by 10X

AI goes next level with Mass-Production of the Infrastructure of AI. SpaceX’s most consequential new product is giant AI data center completed every month. A single enormous computing facility is impressive. A mass production system will change EVERYTHING. One completed every month changes the equation. Others spend years building one exceptional facility. Reliably completing one ... Read more

Dan Priestly and Lars Lead the Tesla Semi Event

Tesla semi rollout event. Very soon the self driving features will be added. It will be a game changer truck. They have fully automated unloading and placement of battery cells into the semi truck. Semi Rollout https://t.co/eTDVRTFjOf — Tesla Semi (@tesla_semi) September 25, 2026 30 megachargers will be open by the end of the year. ... Read more