Future Stories

The Dylan Patel, head of Semianalysis, interview is a must watch for anyone tracking AI economics, infrastructure, and future societal shifts. SemiAnalysis’s own AI spend exploded from tens of thousands last year to $7 million annualized run-rate right now. Even non-technical staff are now heavy Claude/Code users. Semianalysis metrics and work are cited by Nvidia ... Read more

SpaceX dish production is ramping toward 50,000 dishes/day. It is already at ~25k/day recently. The high speed internet subscriber base could more than double to ~20–25 million by end of 2026 and then ~50 million in 2027. This will be about $25-30 billion of revenue by the end of 2026 when including launch revenue. The ... Read more

SpaceX filed FCC application SES-LIC-20260306-00745 for a next-generation quad-band gateway earth station called First of Its Name for the Starlink factory in Bastrop, Texas. The station will use 40 antennas, each with a 1.99-meter parabolic dish, to harness additional spectrum in the Ka-, V-, E-, and W-bands. This will allow connection to more satellites simultaneously ... Read more

OpenAI GPT-5.5 tops the Artificial Analysis Intelligence Index by 3 points, breaking a three-way tie with Anthropic and Google. There is indication that is faster and has some good results but some results are mid. More time is needed. It is a good model but it does not appear to be groundbreaking. OpenAI topping five ... Read more

Tesla Cybercab is now in production at Giga Texas. They are very different from the wrapped engineering versions. Purpose-built for autonomy Cybercab in production now at Giga Texas pic.twitter.com/Y9qG3KyWBa — Tesla (@Tesla) April 23, 2026

In about seven months Tesla will Start region by region deployment of unsupervised TESLA FSD for Customer Usage. The owners of FSD will start to get unsupervised FSD. This will be before extreme (aka material) scaling of unsupervised robotaxi. Getting beyond 20,000 to 60,000 unsupervised robotaxi will be a few months after FSD 15 is ... Read more

Cursor is already at ~$2 Billion ARR (annual recurring revenue as of February 2026) and was on track to triple to over $6 billion ARR by the end of 2026 even before the xAI deal. The brand-new partnership with xAI/SpaceX gives them massive Colossus supercomputer access, which removes their biggest remaining bottleneck and should let ... Read more

SpaceXAI and Cursor_ai are partners trying to catch up to Anthropic and Claude Code. XAI data center and hundreds of thousands of chips can power Cursor Composer 2. The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s ... Read more

My post yesterday on New Glenn, ULA and Space Force transferring payloads to SpaceX got reply from Elon Musk. He agreed Space is hard. Blue Origin New Glenn rocket is grounded during an FAA investigation into the second stage problem they had on the weekend. ULA Vulcan has mishaps with their solid rocket boosters made ... Read more