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Showing posts from January, 2025

Tesla Robotic Cleaning of Robotaxi Will Save 20% of Robotaxi Operation

Tesla has released a video showing robotic cleaning of the Tesla Cybercab. This will greatly improve the economics of robotaxi. Farzad and others have estimated cleaning as a potentially big cost of Tesla Robotaxi operations. If cleaning with robots drops the cost of robotaxi operations to $100 per month for 3400 miles of operation then ... Read more

Deep Deepseek History and Impact on the Future of AI

Some believe DeepSeek is so efficient that we don’t need more compute and everything has now massive overcapacity because of the model changes. Jevons Paradox is closer to reality because demand has already increased H100 and H200 pricing. Deepseek and High Flyer have a mix of 50,000 H20s, H800s, A100s and H100 GPUs. Deepseek has ... Read more

META Custom AI Inference Chips MTIA for a META AI Personal Assistant

In 2023, Meta revealed they have AI inference accelerators that they are designing in-house specifically for Meta’s AI workloads. Deep learning recommendation models that are improving a variety of experiences across Meta products. At yesterdays earnings call, Meta highlighted the Meta Training and Inference Accelerator (MTIA) family of custom-made chips designed for Meta’s AI workloads. ... Read more

Nuscale Power Doubled over 4 Years and Up 10X From 2024 Lows

NuScale and Standard Power are developing two new nuclear reactors facilities in Ohio and Pennsylvania powered by its SMR technology. The plan is to build 24 units of its 77 MWe modules, producing 1,848 MWe energy from both sites. Standard Power thinks this facility could be operational by 2029 at the earliest. Nuscale has developed ... Read more

Tesla Cars Drive Themselves from Factory to Loading Dock

Tesla cars will now have their first drives from the Factory to the loading dock without human drivers. Teslas now drive themselves from their birthplace at the factory to their designated loading dock lanes without human intervention One step closer to large-scale unsupervised FSD pic.twitter.com/Aj6dHsLaRO — Tesla AI (@Tesla_AI) January 29, 2025 Barry Glack says ... Read more

What Are the Financial Trades Around the DeepSeek AI Earthquake?

There are many big questions about the impact of the efficiency gains from the improved DeepSeek methods. Deepseek improved the Reinforcement learning. Deepseek also directly accessed the Nvidia chips. They did NOT use Nvidia CUDA. CUDA was preventing them from doing what they needed to do with the chips. The Deepseek research paper gave a ... Read more

DeepSeek Local Model Testing and R1 Tutorial

The Opensource DeepSeek R1 model and the distilled local versions are shaking up the AI community. The Deepseek models are the best performing open source models and are highly useful as agents and for other tasks. Here are videos that guide people through using the models. There will soon be many options for Deepseek variants ... Read more

New DeepSeek Jan Pro 7B Beats OpenAI Dall-E 3 on Image Generation

DeepSeek just dropped a new open-source multmodal AI model, Janus-Pro-7B. It is MIT opensource license. It’s multimodal (can generate images) and beats OpenAI’s DALL-E 3 and Stable Diffusion across GenEval and DPG-Bench benchmarks. This comes on top of all the R1 hype. Here is the link to the Deepseek Janus 7B Github. NEWS: DeepSeek just ... Read more

Setting Up Nvidia Jetson Nano, Install Pytorch and Start Working With LLMs

Youtuber Ominous Industries provides a training video for setting up your Jetson Nano, installing Pytorch and setting up your own (likely open source LLM). This takes the NVIDIA Jetson Nano to the next level by training a Large Language Model (LLM) completely from scratch. It uses the lightweight and efficient NanoGPT framework, This covers setting ... Read more

Tiny DeepSeek 1.5B Models Run on $99 NVIDIA Jetson Nano

Youtuber, Ominous Industries, ran a couple of versions of the DeepSeek R1 1.5B of models running locally on the NVIDIA Jetson Nan. The newly released distilled DeepSeek models were explroed. The DeepSeek R1 1.5B model delivers impressive performance with plenty of room to spare on the Jetson. He shows the installation process, followed by a ... Read more

Nextbigfuture Covered Nanonuclear Before it Went Up 10X to $1.6 Billion Value

In March ,2024, Nextbigfuture started covering NANO Nuclear. It was then a startup that had raised over $8 million to develop micro nuclear fission reactors with up to 2 megawatts of power. The reactors will be transported by Semi Trucks. I, Brian Wang of Nextbigfuture, was contacted by the Nano Nuclear team for a correction ... Read more

DeepSeek Model Has Restrictions and Bias

The Opensource Deepseek R1 AI model is top notch in terms of math, reasoning and coding but it has a lot of bias and restrictions. Here is a video describing some of the examples. It will describe how to use VPNs to get around the China firewall. It provides a Chinese communist part version of ... Read more

SpaceX Starlink Satellite to Cellphone Internet Beta Testing in 3 Days

SpaceX Starlink direct from satellite to cell phone Internet connection starts beta test in 3 days. Starlink direct from satellite to cell phone Internet connection starts beta test in 3 days https://t.co/ygAjtTN8SY — Elon Musk (@elonmusk) January 24, 2025 T-Mobile is offering Starlink texting to cellphones, but it’s currently in a limited beta phase: T-Mobile ... Read more

XAI Grok 3

xAI Grok 3 will out in about two weeks. It is good at writing code and modelling the physics of the real world. It made code in python for ball bouncing inside a square and inside a tesseract. The big financial impact will be if it can seamlessly handle conversations and verbal instructions and questions. ... Read more

Open Source DeepSeek R1 Runs at 200 Tokens Per Second on Raspberry Pi

Experimenters have had overnight tests confirming they have OPEN SOURCE DeepSeek R1 running at 200 tokens per second on a NON-INTERNET connected Raspberry Pi. This is a distilled smaller model than the OPenAI O1 class model. Folks, I think we have done it! If overnight tests are confirmed we have OPEN SOURCE DeepSeek R1 running ... Read more

How Much Money, GPUs and Gigawatts for Needed for $500 Billion of Stargate AI Data Centers?

There has been the controversial announcement what is called a $500 billion AI project in the USA. There is controversy about how much funding is in the project. The announcement did talk about building this out over years. Altimeter Capital has an analysis of the financials for the $100 billion per year of the Softbank, ... Read more

Nuclear Thermal Rockets Versus SpaceX Starship

Angry Astronaut and Nextbigfuture commenter are making the case that SpaceX and Elon Musk must switch to nuclear thermal rockets to colonize Mars. I will review that the nuclear thermal rocket program is taking and will take far longer. Also, triple the ISP does not cut the travel time by one third. Angry Astronaut describes ... Read more

First Look at xAI Grok 3

xAI Grok 3 will out in about two weeks. It has been previewed to Dr Alan Thompson. It is good at writing code and modelling the real world. It made code in python for ball bouncing inside a square and inside a tesseract. I project it is possible that xAI will release more major models ... Read more

A Pharma Company (Really?) Leading the Way in AI Innovation? Yes, Really!

In September, Verseon, a pioneering company in physics- and AI-powered drug discovery, revealed that its AI technology significantly outperforms Google’s cutting-edge Deep Learning models in terms of prediction accuracy for a wide range of datasets. Just a month later, the company announced a breakthrough in combining multiple AI models in dynamic ways. And most recently, ... Read more

Open Source and China Have Caught Up With OpenAI

100 person China startup DeepSeek just released the first Open Source Reasoning Model that matched the OpenAI o1 reasoning model. OpenAI was charging $200 per month to use the OpenAI o1 pro model. How did an unknown, 100 person startup with $0 VC funding produce a frontier open source model that rivaled OpenAI and Anthropic ... Read more

Trump Announces Mission to Send Astronauts to Mars

Trump said “We will pursue our manifest destiny into the stars by launching American astronauts to plant the Stars and Stripes on the planet Mars”. Elon Musk’s reaction to Trump saying today: “We will pursue our manifest destiny into the stars by launching American astronauts to plant the Stars and Stripes on the planet Mars.” ... Read more

Sepsis Breakthrough

Researchers at Oregon Health & Science University have uncovered how a molecule found on certain bacteria may drive blood clotting in sepsis, a life-threatening condition that causes about 8 million deaths per year. The team in the cardiovascular engineering lab at OHSU has focused on the role of specific blood clotting mechanisms in sepsis, with ... Read more

SpaceX Starship Roadmap Lower Launch Costs by 100 Times

Falcon Heavy by SpaceX has a cost per kilogram to LEO of approximately $1,400 per kg. This figure reflects the cost-effectiveness achieved through partial reusability and high payload capacity. A single use Super Heavy Starship and booster will be able to bring full payloads to orbit for about $250-600 per kilogram. This is with costs ... Read more

Second SpaceX Starship Catch Had Improved, Clean Thrust

The catch of SpaceX Starship flight 7 had vastly improved efficiency. Look at how much cleaner and perfect the Flight 7 catch was than the Flight 5 one! Congrats @spacex! pic.twitter.com/YlEVyHp4Ue — Starship Alves 🚀 (@StarshipAlves) January 18, 2025 Catches: Starship 5 vs Starship 7 What an amazing time to be alive. Such an exciting ... Read more

Three Patients With Neuralink Implants, 10 Bps and Study for Robotic Arm Control

Neuralink has been implanted in three patients, communication speed is nearing 10 bits per second and there is new study to integrate Neuralink to control robotic arms. @ModdedQuad holds the BPS world record of 9.5 bits per second (bps). The challenge now: can this approach scale to 10 bps and beyond for our participants? — ... Read more

Mass Produced Nuclear Power for AI Data Centers

The Future of AI is not certain but the huge spending is for the belief that we will transform the information industries with AGI-like or even super intelligent capabilities. There is evidence that AI capabilities are providing PHD level answers and reasoning from the OpenAI O3 model and from Google’s Deep Research system. Elon Musk ... Read more

SpaceX Starship Leak Details

Youtuber Marcus House and Chamelon Circuit provided a graphic of where the fuel leak was in the SpaceX Starship yesterday. It was just above the engines in the new block 2 Starship. SpaceX has reduced the time needed reconnect after a quick disconnect from over 6 hours to just over 2 hours.

What is Happening With Tesla Shares?

A new video discusses what is happening with Tesla shares. There was a breakout yesterday over $415. There is discussion of the need to hold breakouts through the end of a day and end of week. The video also discusses detailed plans for preventing and protecting against citywide fires.

Ancient Mars Had Ice-free Lakes in Gale Crater

Symmetrical wave ripples identified with NASA’s Curiosity rover in ancient lake deposits at Gale crater provide a key paleoclimate constraint for early Mars: At the time of ripple formation, climate conditions must have supported ice-free liquid water on the surface of Mars. These features are the most definitive examples of wave ripples on another planet. ... Read more

LA Fire Losses Estimated at $275 Billion and Increasing

Accuweather estimates the damage and economic loss estimates in the Los Angeles wildfires at $250-$275 billion and still increasing. Losses are set to exceed Hurricane Katrina in 2005, even after adjusting for inflation. The LA fires will be costliest natural disaster in US history. In terms of number of burned buildings the Los Angeles fire ... Read more

Nvidia GB300 and NVL72 Give Big Cost Advantages

Nvidia’s improved GB300 GPU is powered by the B300 chip and will be available March 2025. It will give a 1.5x increase in FP4 performance. Its ultra-architecture also facilitates a substantial memory capacity upgrade from 192GB HBM2e (8 layers) to 288GB HBM3e (12 layers), enabling faster processing of massive datasets and improving overall performance. It ... Read more

Key People and Battles in Global Technology

The story of the battle for semiconductors was the battle between Liang Mong Song of SMIC /Samsung vs Morris Chang of TSMC and the future of AI. Dwarkesh Patel talked with Dylan Patel and Jon Y of Asianometry. Dylan Patel runs Semianalysis, the leading publication and research firm on AI hardware: https://ift.tt/iJnpfH4 Jon Y runs ... Read more

Overview of 2025 AI Value, Spending and Infrastructure

2024 was another monster year for AI progress and spending on AI. In 2024, organizations worldwide spent an estimated $235 billion on AI, encompassing applications, infrastructure, and related services. The Future of AI is not certain but the huge spending is for the belief that we will transform the information industries with AGI-like or even ... Read more

Radiation Tolerant PC and Electromagnetic Dust Shield Going to the Moon

A moon lander mission is launching tomorrow and will take about 45 days to get the moon and then spend 14 days or more operating on the surface. It will take improved radiation tolerant PCs and an electromagnetic dust shield. The Radiation Tolerant Computer (RadPC) is a technology demonstration of a radiation tolerant computer system. ... Read more

Firefly Blue Ghost First Annual Lunar Lander Ready To Launch This Week

Firefly’s Blue Ghost lunar lander is flying annual missions to the Moon with payload services customized to the technology and exploration goals of each customer. Offering rideshare opportunities and dedicated missions, Blue Ghost can deliver and host payloads anywhere on the lunar surface. When paired with Firefly’s medium launch and orbital vehicles, Blue Ghost supports ... Read more

Tik Tok USA Bids and X Rumor

There was a report from Bloomberg that China was considering selling Tik Tok USA to Elon Musk X. This was later denied by Tik Tok. Kevin O’leary is part of group that has put up $20 billion to buy TikTok USA without the algorithm. There are about 110-130 million US users of Tik Tok USA. ... Read more

Copenhagen Atomics Progressing to Mass Production of Molten Salt Nuclear Reactors

Copenhagen Atomics is a Danish molten salt technology company developing mass manufacturable molten-salt reactors. The reactor type invented by Copenhagen Atomics is a thorium molten salt breeder reactor, which fits inside a custom built 40 foot shipping container and can be mass manufactured on assembly lines with an expected output of minimum 1 reactor per ... Read more

Rebuild Los Angeles With Ultra High Strength Concrete and UHPC Domes Where Possible

Los Angeles could have to rebuild over 30% of the city. California has fires, earthquakes, high winds and other risks. Replacing hundreds of billions in residential and commercial buildings and roads is an opportunity to enable a shift to Ultra-high performance concrete and making key structures like hospitals, fire departments into UHPC concrete domes. The ... Read more

Greenland PM Will Talk With Trump

Greenland’s Prime Minister Mute Egede says “We are ready to talk.” Greenland PM will meet Trump. “Greenland looks forward to discussing the possibilities for business cooperation, the development of Greenland’s mineral sector, including critical minerals and other relevant areas with the US.“ Speaking next to Danish PM Mette Frederiksen at a joint press conference, Egede ... Read more

Firefighting Drones

There have been drones made and used to fight fires. They are used in New York and in China. There are new heavier lift drones that could be used to transport large quantities of water. What was it like responding to yesterday’s crane fire and collapse? Take look at the footage from #FDNY Robotics Unit ... Read more

SpaceX Starship Flight 7 Almost Ready

Expecting a second good booster catch, dummy satellite deployment and Raptor engine relight in orbit and a simulated tower catch for Starship. Flight is now targeting Jan 13 2025, 4pm CST. +00:06:55 Super Heavy landing burn shutdown and catch Planned +00:08:53 Starship engine cutoff (SECO) Planned +00:17:33 Starlink simulators satellites deploy demo Planned +00:37:33 Raptor ... Read more

Estimating Per Car Robotaxi Revenue and Expenses

Based upon 2024 pricing, Tesla could start a robotaxi service that offered $5 base fare and $1.00 for booking and $0.7-1.5 per mile ($1.10 average). If this generated 10,000 trips with an average of 6 miles per trip, then this would be : 60,000 miles for $60,000 base fares and bookings and $66,000 for the ... Read more

Tesla FSD Unsupervised is Already Being Used By Employees

Elon Musk confirmed that Tesla Full Self Driving Unsupervised (no human driver) is already being used by Tesla employees. Tesla is still on track for robotaxi and unsupervised FSD commercial release in California and Austin later in 2025. $tsla elon just confirmed that they’re running unsupervised FSD trials with employees right now, and will launch ... Read more

Greenlanders are Pro-Independence, Pro-USA and Wary of China’s Polar Silk Road

A 2021 survey of Greenland had 69.1 percent of those asked think that Greenland should cooperate more closely with the U.S. Greenland is not a member of the EU. When asking Greenlanders about if Greenland should cooperate with the EU, 65% answer that Greenland should cooperate more with the Union and only 22.8% answer that ... Read more

Tesla 20%+ Margins and Possible US-Greenland Deals

An analysis of one of the most important metrics, auto gross margins, for Tesla share price. Having auto gross margins over 20% is important for Tesla. The key to increasing above Q3 2024 19.6% is continued cost of goods reductions from fewer parts and lower battery costs. There is also a discussion of possible deals ... Read more

2025 The OMG Year of AI and Humanoid Robots

The billionaire investors and entrepreneurs at the All in Podcast described 2025 as the year of AI and robots. I, Brian Wang, and Randy Kirk reviewed why and how AI and robots will be transforming the world. Summarizing the key points and claims and providing context. Dave Frieberg says 2025 is the year when people ... Read more

Amazing SpaceX Raptor 3 Engine Technology

Youtube channel What About It?, Felix Schlang, dives deep into the technology of the SpaceX Raptor 3 engine. SpaceX has made new alloys for withstanding the heat and have build channels and other structures into the engine. This vastly superior engine outperforms the RS-25 engine that was used on the Space Shuttle and is still ... Read more

Next Week Upgraded SpaceX Starship Will Deploy 10 V3 Starlink Satellite Simulators

Jan 10, 2025, SpaceX Starship will have the seventh laucnh and deploy 10 Starlink simulators. They will be similar in size and weight to next-generation (V3) Starlink satellites as the first exercise of a satellite deploy mission. The Starlink simulators will be on the same suborbital trajectory as Starship, with splashdown targeted in the Indian ... Read more

What are Predictions and My Track Record

There is an anonymous commenter who wanted to be a troll about my prediction track record and where I was wrong about technology. I discuss my public predictions and go more deeply into nuclear fusion and other specific topics. My writing that years ago that emdrive and Mach Effect propulsion researchers made and that nuclear ... Read more

1630 Megawatt French Nuclear Reactor Started 11 Years Late

The long-delayed Flamanville 3 EPR reactor in Normandy in northern France has begun delivering electricity to the grid. The 1630 MWe (net) pressurised water reactor was connected to the grid for the first time at 11:48 (local time) on Saturday. Construction work began in December 2007 on the third unit at the Flamanville site – ... Read more