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The AI 2027 Super AI Takeoff Scenario is Tracking to 2028-2032

The AI2027 superAI scenarios are tracking a bit slower but we are still heading quickly to SuperAI. Risk milestones are arriving ahead of the capability milestones that were supposed to produce them. There is a AI2027 tracking website and they observed capability predictions were running a bit behind but the SWE Verified benchmark caught up. ... Read more
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If AI Gives Everyone the Same Financial Insights

When AI compresses the information edge and hands everyone roughly the same high-quality financial insights, pure “knowing more” stops being a reliable source of alpha. The remaining edge shifts to the parts that are still scarce. Judgment under uncertainty, creative synthesis, structural positioning, behavioral discipline, and the ability to act when others cannot. The Ken ... Read more

OpenAI Next Major Model Astra Solves Major Math Problems

Sebastien Bubeck of OpenAI says “yes, nonsofic groups exist”—as an example of “many new beautiful results” from Astra, next major OpenAI model. OpenAI published a page and PDF detailing ten advances across pure math and theoretical computer science. The arguments were generated by an internal version of Astra (total compute cost ~$2,000 at their Sol ... Read more

If Everyone Can Do It Then No One Will Pay For it

What becomes free and abundant stops being where the money is and becomes less important. Tap water is essential and it is not an industry. If Jason is right that Deepseek and Other Open Source AI are indistinguishable for 95% of queries. The consequence is not that corporations buy hardware and run open source. 95% ... Read more

Plans to Increase Oil Through Hormuz

US Admiral Brad Cooper has presented a plan for another intensive 10-14 campaign to reduce Iran’s missiles. Ship-to-ship transfers off Oman and the UAE have surged, satellite images show tankers lining up to quietly hand off crude outside the danger zone, and Bloomberg data shows volumes climbing back toward 4–7 million barrels a day for ... Read more

Supermicro and Dell With Building Block Data Centers for SpaceX

Super Micro Computer has a complete Data Center Building Block Solutions® (DCBBS). They have a comprehensive portfolio of racks engineered specifically for mission-critical, high-density AI data center deployments. The ORv3 standard allows Supermicro to offer customers a range of racks which simplify the integration of liquid cooling solutions for high compute-density systems, resulting in a ... Read more

Report Agrees With Nextbigfuture On 8 Gigawatts SpaceX AI Data Centers by 2027-2028

FundaAI’s 8 GW framing combined with the latest Minihard/Macrohard details indicate 8GW of SpaceXAI is doable by end of 2027-mid 2028. They indicate the 8 Gigawatts of chips and the 8GW of power are available to SpaceXAI 8 GW Demand (compute/chip-order side is locked in) as FundaAI calculates demand-side power need at ~8 GW total ... Read more