Future Stories

Tickerplus data indicates Anthropic’s ARR seems to have flatlined around the time when the token index peaked. Anthropic is at about $76 billion ARR. 👀 Interesting data from @tickerplus. Acc to this data, Anthropic's ARR seems to have flatlined around the time when the token index peaked. Many people questioned (rightly) at the time the ... Read more

In 2026, Starlink on cruise ships is no longer a novelty. It is the default on almost every major line, and passenger reviews have settled into a consistent pattern: usable like a decent hotel connection, not like fiber at home. The old don’t even try email at sea era is gone. Congestion, price, and package ... Read more

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

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

List of those who were WRONG when they predicted SpaceX Starship would not work or there were fatal design flaws. List in the comments, who should be on the –They Were WRONG and now we Remember and Mock them for Being WRONG. Also, we were RIGHT. Will Lockett (Planet Earth and Beyond) Explicit titles: “Starship ... Read more

SpaceX Starship has gone orbital. Flight 14 worked, but there was one engine out. IF SpaceX Starship has 120 launches with new AI1 satellites that would be a gigawatt of AI in space. There will be no SpaceX AI satellite made for Falcon 9. It would take 700 to 3000 launches of a Falcon 9 ... Read more

The minimum level of truly meaningful AI Data Center in space is about 10 Gigawatts before the end of 2030. The reason is that the world is adding 20 to 40 gigawatts per year of data center on earth. Creating a new category of AI data center to move the global needle needs to have ... Read more

Here is a dumb and expensive plan you want 3000 cans of soda. Your plan to buy 3000 cans of soda retail from an airport store at $5 per can. The airport store only has 20 cans. They do not sell in bulk. It would take doing to 15 stores to get all of the ... Read more

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