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Intel Partners with Tesla and SpaceX on Terafab

Intel is now officially partnering with Tesla, SpaceX, and xAI on the Terafab project. Terafab is their joint venture for a massive, vertically integrated semiconductor facility (primarily in Austin, Texas) that combines logic chips, memory (HBM), advanced packaging, testing, and even photomask production all under one roof. The goal is to produce ~1 TW/year of ... Read more
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Anthropic Number One AI in Ranking and Revenue – Making $30 Billion Per Year

Anthropic signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027. This significant expansion of their compute infrastructure will power our frontier Claude models and help us serve extraordinary demand from customers worldwide. The run-rate revenue has now surpassed $30 billion—up ... Read more

China Build Focused Economy Versus India

China’s economy for the past 50 years has been investment/export/industrialization-driven with permissive building. There are fast approvals, state capacity). India’s became more consumption-led with decentralized hurdles and lower infrastructure spending. China’s GDP multiplied ~30× (1980–2010) vs. India’s ~5×. Productivity growth (output per worker) was nearly double India’s for decades. India and China starting point was ... Read more

Housing Supply and Demand

Metro areas/states allowing sprawl (Texas metros like Dallas/Houston permitted ~72k homes in 2024 alone) + densification (Minneapolis, Auckland NZ upzoning → 21–24% rent drops in targeted studies) show housing stock growth 2–3x higher and price appreciation 50–80% lower than restrictive peers (California, New York). Supply elasticity over 0.5 typically caps real price growth near inflation. ... Read more

Forward Arming and Refueling Base for 100-250 Chopper and Drone Flights for Rescue Operations

Videos describe the forward air base built inside of Iran and pictures of the forward airbase after it was used for 2 days and then abandoned. Rescued Airman taken back by little bird choppers back the base. 100+ US military personal were inside iran. FARP stands for Forward Arming and Refueling Point (also sometimes called ... Read more

More Wealth, Healthcare and Housing

Dr. Mike makes the good case that five things can be done to boost standard of living everywhere. The standard of living is how much real goods, services, housing, energy, healthcare, and comfort the average person can actually afford. It is the #1 thing societies care about (even if they vote on it indirectly through ... Read more

Pulsar Fusion

Asteroid: 16 Psyche Conventional Combustion Rocket Mission Time: 5 years round-trip (1,825 days) Specific Impulse: 450 seconds Exhaust Velocity: 4.4 km/s Sunbird Mission Time: 0.4 years round-trip (148 days) Specific Impulse: 10,000–15,000 seconds Exhaust Velocity: 223 km/s (804,672 km/h) Fuel Saved: 1,785 tons methane (launch) CO2 Emissions Saved (Earth Atmosphere): 4,909 tons Barrels of Liquid ... Read more

Tesla Optimus Talk

Konstantinos Laskaris, Tesla Lead Director of Optimus, at the ETH Robotics Club INSPIRE Talk in Switzerland. Konstantinos presented Optimus 2.5 and the work behind it and its predecessors. Here are some highlights from the talk. The sim-to-real gap is propaganda. “It’s not a gap if you haven’t tried to model your robot properly.” Hardware matters ... Read more

Blue Origin New Glenn Targets April Launch of AST Space Mobile Satellite

The next-generation AST Space Mobile Block 2 BlueBirds are designed to deliver up to 10 times the bandwidth capacity of the first generation BlueBird satellites. They are needed for the goal of 24/7 continuous cellular broadband service coverage. The service will target approximately 100% U.S. nationwide coverage from space with over 5,600 coverage cells, with ... Read more