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China is Permanently Reducing Reliance on Imported Oil

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
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Make AI Inclusive for Everyone

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

Pro-growth, pro-family, pro-entrepreneur tax plan- Keep Your Check and Broad AI Participation for a Sustainable Boom

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 Sells the Most Battery Electric Cars Again

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

TESLA Growth is Back and GLOBAL AI Energy Empire No One’s Talking Will Be HUGE

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 and SPACEX Can Get100 GIGAWATTS of Power for AI Data Centers Using Modular Power and AI

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

Discussing the Future of AI With Warren Redlich

Anthropic AI Revenue I, Brian, describe the explosive revenue and usage growth of frontier AI companies. Anthropic’s revenue reportedly jumped dramatically (from ~$1B to $10B ARR, then to a $50B annual run-rate) thanks to new models like Opus 4.5 and now Fable. Demand is massively outstripping supply (reportedly 5x more demand than available compute), which ... Read more

Huge Tesla Delivery Beat Likely for Tomorrow

The IR-compiled delivery consensus is 406,024. This should get beaten by 60,000-80,000 cars. Tesla vehicle shipments – Part 2 Kalshi also moving much higher. My number is 490k plus for shipments, with an absolute minimum of 475k. Kalshi (directional "Above X" markets) Above 460k: ~65% (up sharply, e.g., +24 points in recent data).kalshi.com Above 470k: ... Read more