Future Stories

November 2026 and Feb 2027 projections by extrapolating the recent doubling rates. Doubling times are taking ~4 months for the amount of human work time AI can perform. Another ~1.5–2× (3 months) to ~2–4× (6 months) increase in effective time horizon is a reasonable baseline expectation if trends hold. This points toward reliable multi-day (or ... Read more

SpaceXAI Grok 4.6 is a major release that is by the frontier and competitive with OpenaI GPT 5.6. This is one of the major points on my list of SpaceX Stock Catalysts. Some of the items like Grok 4.7 are adjusted to the new later schedule. SpaceXAI Grok 4.6 is on the terminal bench leaderboard ... Read more

Cognition Labs reports Grok 4.6 (available in Devin) is a significant improvement over 4.5, surpassing GPT-5.6 Sol while trailing only Opus 5 and Fable 5. Grok 4.6 (the 1.5T-parameter model with improved supervised fine-tuning and reinforcement learning) launched and is competitive at the frontier. Grok 4.7 is the larger ~2.1T-parameter model. Initial training is complete. ... Read more

Grok Bot are AI teammates you can give real work to. Bots have their own computer. They sign into the tools you already use and work across apps, inboxes, and more. They finish jobs end to end, and only come back when something needs your approval. You can message them like a colleague and hand ... Read more

SpaceXAI Grok 4.6 is roughly the same performance as Fable 5 Max at an 85% discount. 80% cheaper for input tokens and 88% cheaper for output tokens. It is pareto dominant. Grok 4.7 will be significantly better as is a much larger model with the Cursor and SpaceX data included in pretraining. Grok 4.6 is ... Read more

Microsoft has already signed 10GW of AI data center contracts year-to-date for over $300B of total contract value, but those contribute to late-2027 and 2028 capacity, leaving a near-term gap to fill. Semianalysis has calculated the tokenomics of OpenAI and Anthropic at $100 billion per year per gigawatt. Microsoft can also monetize at $100 Billion ... Read more

It is a procurement metric, not a sales metric. There are three separate stacks and the industry deliberately blurs them. CoreWeave’s 3.5 GW contracted power and its $99.4B backlog are two different books. How tightly is the second mapped onto the first. They are very tightly, by design, because layer 3 is the collateral for ... Read more

Semianalysis agrees with my analysis of SpaceX getting up to $300 Billion per year by end of 2027. Spot prices are higher. The AI lease rates make sense. Coreweave and Nebius are spreading out fixed premium GPUs annual prices but requiring 5 year lockin. 5 years for $100 billion but not available during the next ... Read more

SpaceX Will push to new technology to improve the most important part of TERAFAB. These are the secrets that will enable 50 times more chips by 2030-2035 and the thousands more by 2040-2045. ASML technology will be taken to the next level. They only replace and improve the light source, which is about half of ... Read more