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Meta Has Positive Free Cashflow and Slightly Higher AI Capex

MEta beat on earnings with $60.8 billion for the second quarter but net income declined by 14% compared to the same quarter of the previous year to $15.8 billion. Its diluted earnings per share (EPS) fell 13% year-over-year to $6.18. The company said it expects its 2026 capital expenditures to range between $130 billion and ... Read more
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SpaceX Starship Can Make Space AI Win on Cost

A quantitative model of how Starship’s cost per kilogram falls as booster life goes from 5 to 30 flights, ship life from 1 to 10, and payload from 100 to 200 tonnes — and why the last flight of every ship is the cheapest kilogram in the system. Starship will likely enter 2027 as a ... Read more

Next Generation AI is Worth Scaling

Ilya (who was the CTO of OpenAI when they made their breakthoughs) created the Safe Super Intelligence company. They are emerging to say that their research to create some next level AI is ready to scale. SSI announced a long-term strategic partnership with NVIDIA. NVIDIA is making a substantial investment in SSI that will let ... Read more

AI Investments Still Are Early

Gene Munster is a great stock market analyst. He says the recent Nasdaq selloff (~7% in July) is a healthy reset, not a breakdown. We are still in the “third inning” of AI wealth creation (not the technology rollout itself). Investors are nervous about the law of large numbers and sustainability of ultra-high growth rates, ... Read more

Details of the Tesla Superchargers, Powerwall and Cybercabs Providing Starlink Urban Coverage

SpaceX’s Direct-to-Cell service delivers wide-area coverage from orbit, but it still runs into the classic satellite limits: capacity and densification in crowded areas. The most elegant fix is already sitting in Tesla’s network — Supercharger stations and the coming Cybercab fleet. Turn Superchargers into fixed small cells and Cybercabs into mobile densifiers, backhaul the whole ... Read more

Tesla Cybercabs and Superchargers Will Act as Mini Cell Towers for SpaceX Starlink

I was wrong in thinking that SpaceX would buy 5G celltower equipment from the Echostar auction. It is the wrong equipment to get and involves paying rent to cell tower companies. SpaceX can make its own small cell systems at supercharger sites and on cybercabs. Another problem with the Dish Wireless system was that it ... Read more

Are Drone Swarms Going to Enable Big Land Gains in the Ukraine War ? Warfare Would Be Changed Forever

Ukraine’s drone campaign has already moved beyond tactical harassment. By mid-2026 it is systematically degrading Russian logistics at operational depth, particularly along the southern land corridor into Crimea and the adjacent Zaporizhzhia–Kherson approaches. The question is no longer whether drones matter. It is when the next qualitative jump — from high-volume semi-autonomous strikes to coordinated ... Read more