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Morgan Stanley Identifies Tesla Robotrucking Opportunity 13 Months After Nextbigfuture

I identified and detailed the Tesla robotrucking opportunity 13 months ago. Morgan Stanley has now found it as well and has an $840 price target because of it. Other are still missing the potential profitability and stock impact of Tesla’s Semi truck equipped with Full Self-Driving (FSD), transforming it into a robotruck. FSD is making ... Read more
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WRONG: $160 Billion Per GW for AI in Orbit. SpaceX Actual Plan is Less Than $1 Billion

Space-based AI costs $160 billion per gigawatt? That is an absurd and sloppy calculation. This has nothing to do with SpaceX’s plans. It is the wrong rocket and not the planned satellite. It freeze today’s technology, ignores Starship’s development, and pretend you’ve priced the future? That is sloppy analysis from Bank of America and others. ... Read more

USA Greenland Deal Achieved

USA has infinite military basing in Greenland, permanent overflight, bases can be expanded at will without further discussion. US has right of first refusal of any mineral deal. No other country can have military personnel or bases in Greenland. No cost from the US for this. Any actual development of mineral will be negotiated. BREAKING ... Read more

Elon Musk Has Not Been Fighting Fair so Tesla Optimus Will Win

Everyone compares Tesla Optimus with Figure and other humanoid robots: better hands, better walking, better demonstrations. But what happens when the factory or the world is changed so the robot can succeed ? Tesla’s advantages go far beyond Optimus itself. It can develop the robot, redesign its workplaces, and improve both together. This changes how ... Read more

SpaceX Could Beat Its Entire 2025 Revenue in Just 2 Months

AI compute leasing, Grok, Cursor, Starlink and Starship are combining into a much larger business — and why SpaceX could win across more scenarios than companies dependent on having the leading AI model. Why looking backward at 2025 revenue can miss the scale of SpaceX’s AI transformation The September AI deal snapshot: $41 billion in ... Read more

Where is the AI Chain Reaction ?

Sakana AI has progressed beyond its early demonstrations. But I did not find evidence that it has established a widening research lead through sustained, accelerating RSI. Its published results support bounded self-improvement and increasingly capable orchestration. Your test asks for something stronger: does the improved researcher make the next improvement faster, cheaper, and more consequential? ... Read more

Anthropic Fears RSI – What is RSI? What Specifically is It?

AI leaders are talking about RSI ( recursive self improving AI) but not describing the levels of capability. People know something about self driving. Are we warning helping, autopilot, what level of automation. The AI researcher progression: Autocomplete helps me type. An intern executes my plan. A postdoc advances my project. A research leader finds ... Read more