Future Stories

Everyone knows SpaceX is making launching to space 100 to 1000 times lower cost with Starship. The volume will also go up by thousands of times. How can people and things get back at high volumes and low cost? SpaceX is solving that as well. SpaceX is making the return from space or from Starships ... Read more

AI data centers and compute represent a much bigger and faster-growing opportunity for Tesla than robotaxis. AI can generate $50–100 billion in annual revenue per gigawatt of power — dramatically outpacing typical robotaxi economics. Massive Untapped Grid Capacity The U.S. grid can unlock tens to ~100 GW of new AI data center load without building ... Read more

China cut oil imports hard — and why it is not and may never rush back. China cut crude imports from 11.7 million b/d in February to just under 9 million by late May, and by May imports hit 7.8 million b/d — the lowest since 2018 — with state refinery run rates at 66.3%, ... Read more

What if the AI revolution didn’t just make a handful of companies insanely rich — but actually lifted up young workers, families, and small businesses across America? We need a pro-growth, pro-family, pro-entrepreneur tax plan that puts broad AI participation at the center of a sustainable economic boom. The 5 Pillars of the Plan Keep ... Read more

A pro-growth, pro-family, pro-entrepreneur tax plan that keeps the AI economy broadly owned — and therefore politically and socially sustainable. This is a Nextbigfuture, Brian Wang proposal for broadening AI participation. The strategic bet, you don’t beat the appeal of confiscatory, anti-market politics by arguing against it. You beat it by giving the people most ... Read more

BYD regained the global lead in battery electric vehicle (BEV) sales in Q2 2026 (April–June) by selling 557,090 passenger BEVs compared to Tesla’s 480,126 deliveries. BYD’s Q2 performance was a solid sequential rebound (strong QoQ growth) after a weak start to 2026, but still slightly down YoY overall. The main forcus is overseas sales to ... Read more

This is what most Tesla shareholders are still missing. Tesla/SpaceX/xAI have a massive advantage in power (natural gas turbines + solar + batteries + Virtual Power Plants). They’re turning AI data centers into modular “Megapods” — factory-built Lego blocks that can be deployed extremely fast. xAI’s Colossus is already scaling aggressively with behind-the-meter power. Tesla ... Read more

Tesla had a generational beat on Q2 deliveires with almost 20% over consensus with 74000 over 406,000. It shows that the analysts were only lucky last few times, where Tesla was low on production. Now an actual good quarter. China 240-260K, europe 90K, US 150K. Tesla can come in at 481K.

Duke “Rethinking Load Growth” reports that having a flexible energy demand during 3 peak hours unlocks 20% more overall power. Curtailing just ~0.5–1% of annual energy could unlock on the order of 76–100 GW of new load on today’s US grid. This is how Tesla, SpaceX and XAI can use virtual power plants, batteries to ... Read more