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SpaceX Is Building the Chips AND the Rockets

SpaceX already lifts about 85% of everything humanity puts in orbit — roughly 2,400 tons a year versus a few hundred for the rest of Earth combined, including China. The next Starship flights start stacking V3 satellites that add on the order of 20 Falcon 9 Starlink missions of capacity per launch. Starbase Louisiana is ... Read more
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All in Podcast Friedberg Says NeoAntigen Cancer Treatment Can Cost $50,000 and not $500,000

David Friedberg on @theallinpod says the neoantigen approach is sequence the tumor, make the protein, put it back in the body, let the immune system destroy the cancer. Sequencing and protein production are cheap now, and the technique came out of decades of NIH-funded research. “You can pay someone $50,000 to do this for you ... Read more

World of Cheap and Productive Overnight Agents

One person with a chatbot burns tokens only while typing. One person with 3–20 background bots burns tokens all night. This month sees the start of grokbot boom that adds hours and ultra low cost models. Cheap models make it affordable. GLM-5.3-Flash at $0.15/$0.50 per million is ~10x cheaper than a frontier model. $20 per ... Read more

X Identified 200,000 Account China Bot Farm – 200 Accounts Were Anti US Data Centers

X identified a bot farm of approximately 200,000 accounts. Within this farm, they found 200 accounts posting in a manner that could manipulate a legitimate debate about American AI and energy policy. These posts contained claims that AI data centers are driving up household electricity prices and straining the grid. Others included AI-generated cartoons that ... Read more

Elon Projects SpaceX $3.5 Trillion Revenue in 2033

Elon Musk says his best guess for SpaceX ~$3.5T revenue is roughly around 2033. This could after adding 10-20 Gigawatts per year of earth based data centers from 2027 to 2033 and adding 100 Gigawatts per year of space based data centers from 2030-2033. This would be about 500 gigawatts of cumulative ai data center. ... Read more

Unlike Internet Bust the Current AI and Tech Earnings Justify Higher Stock Valuation

Raymond James analyst Simon Leopold says Nvidia could make $1 trillion in revenue for the fiscal year that ends in January 2029. At yesterdays earnings call, Nvidia guided to 70% revenue growth for 2027. Nvidia is likely to make 403 billion in revenue in 2026. 70% growth would hit almost $700 billion in 2027. They ... Read more

Nvidia Second Quarter Beats on Revenue and Earnings

Today, NVIDIA reported revenue for the second quarter ended July 26, 2026, of $96.2 billion, up 18% from the previous quarter and up 106% from a year ago. For the quarter, GAAP and non-GAAP gross margins were both 75.0%. GAAP and non-GAAP earnings per diluted share were $2.46 and $2.22, respectively. 🔹 Revenue $96.2B (Est. ... Read more

SpaceX Has 17 Starship Launch Pads Under Development

SpaceX now has 17 Starship launch pads under development. Those 17 pads will eventually have a combined launch capacity of 15,000+ launches per year Including Starbase, Louisiana, @SpaceX now has 17 Starship launch pads under development. Those 17 pads will eventually have a combined launch capacity of 15,000+ launches per year, more than twice the ... Read more