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Showing posts from May, 2025

Meta Losing and Restructuring AI Team While AI Chief Disses LLMs

Meta is ranked 23rd on the LLM leaderboards and is also behind several Chinese open source LLM models. Meta Chief AI Scientist Yann LeCun explains why bigger models and more data alone can’t cross the gap to true intelligence—and what will move the field forward. We dig in on timelines, infrastructure bets, and whether another ... Read more

Tesla Model Q Revealed

From screen capture and analysis of video evidence, I have determined what the Tesla Model Q is. The Tesla Model Q has been highly anticipated. I now know what it is. It is a compact model Y. Review the evidence and analysis. I determined the specifications of the lower priced Tesla Model Q. I have ... Read more

Research Show Reasoning Models Improve With Any Rewards

RLVR amplifies reasoning patterns that already exist. Qwen2.5-Math can uniquely do “code reasoning”-solving math by writing Python💻 (without execution). Code reasoning correlates with correctness (64% w/ vs 29% w/o). Spurious training amplifies code usage to 90%+. Just having reasoning models do more work in general, makes them improve performance. 💡Our hypothesis: RLVR amplifies reasoning patterns ... Read more

SpaceX Starship Launch is Good but No Deployment of Starlink Dummy Satellites and Booster was Lost

There was a good launch, good separation, and a good insertion. All 6 engines were reignited on Starship. They got through the second stage burn. They could not deploy the Dummy starlink satellites. They could not open the doors of the bay. They reflew a super heavy booster for the first time. They canceled the ... Read more

SpaceX Starship Flight 8 Separate Engine and Harmonic Vibration Problems

On March 6, 2025, Starship’s eighth flight test successfully lifted off at 5:30 p.m. CT from Starbase in Texas. All 33 Raptor engines on the Super Heavy booster started up successfully and completed a full duration burn during ascent. After powering down all but the three center engines on Super Heavy, Starship ignited all six ... Read more

Analyzing Materials for Energy-efficient Technologies

Researchers at the Department of Energy’s Oak Ridge National Laboratory have developed a new technique that lets scientists see — in unprecedented detail — how interfaces move in promising materials for computing and other applications. The method, now available to users at the Center for Nanophase Materials Sciences at ORNL, could help design dramatically more ... Read more

CEO Copenhagen Atomics – Terawatt AI Needs Nuclear Energy

The AI data center wave has an insatiable demand for energy. Energy, AI GPUs and data can be scaled to give more intelligence and can lead to superintelligence. This has become globally strategically important. The US is shifting to pro-nuclear energy policies. AI will leverage all energy sources starting with natural gas but also scaling ... Read more

US Shifts to Pro-Nuclear Energy Policies

The new policy of the United States is to expedite and promote to the fullest possible extent the production and operation of nuclear energy to provide affordable, reliable, safe, and secure energy to the American people, to power advanced nuclear reactor technologies. Two of the overall goals are to quadruple US nuclear energy (add 300 ... Read more

Tesla Share of Comparably Price EVs and Cars

Steve Jobs famously said that Apple would not ship junk. Over time Apple has been able to increase market share by selling quality PCs and Laptops at lower price points relative to the overall market. Tesla also has premium products that will be made more affordable without excessively compromising features. Tesla should launch a $30,000 ... Read more

Livermore Has Reached 4X Times the Energy Gain from Laser Fusion

In April 2025, Lawrence Livermore National lab (LLNL) had its eighth successful ignition experiment and set another record for energy yield, delivering 8.6 MJ from 2.08 MJ of energy to the target and further demonstrating that NIF can repeatedly conduct fusion experiments at multi-megajoule levels of energy output. They got over four times the energy ... Read more

Buy Now Pay Later Klarna Funding Customer Payment Plans for TVs and AirPods

Buy now, pay later (BNPL) giant Klarna has 100 million active customers and $92 million in pretax losses for Q1 2025. The Swedish FinTech revealed that milestone Monday (May 19) as it released its quarterly earnings, which showed revenues up 15%, reaching $701 million. Klarna $92 million pretax loss for the first quarter, up from ... Read more

World’s First Petahertz-speed Phototransistor at Room Temperature

Researchers demonstrated a way to manipulate electrons in graphene using pulses of light that last less than one thousands trillionth (one quadrillionth) of a second. By leveraging a quantum effect known as tunneling, they recorded electrons bypassing a physical barrier almost instantaneously, a feat that redefines the potential limits of computer processing power. A study ... Read more

Elon Says No Safety Drivers for Austin Tesla Robotaxi Next Month and Maybe a Million Robotaxi in the US by End of 2026

Elon says there will be no safety drivers in the cars for the Austin launch of Tesla Robotaxi launch next month. BREAKING: Elon Musk confirms there will be NO safety driver in the driver seat when @Tesla's robtoaxi service launches in Austin next month. No one will be sitting in the front drivers seat. pic.twitter.com/Jn8Bn3PD9R ... Read more

First Flight of Venus Aerospace BREAKTHROUGH Rotating Detonating Engine

Venus Aerospace had the first-ever U.S. flight test of a rotating detonation rocket engine (RDRE)—a next-gen propulsion technology that’s been theorized for decades, but never flown… until now. The Rotating Detonation Rocket Engine (RDRE) changes everything, and Venus is the first venture-backed aerospace company to bring the RDRE from concept to commercialization. RDREs are a ... Read more

FCC Asked to Give Spectrum to Allow SpaceX Starlink to Make a Vastly Better GPS

In a letter to the Federal Communications Commission (FCC), SpaceX said SpaceX Starlink satellites can be a next-generation Positioning, Navigation, and Timing (PNT) solution. Next-generation satellite services can dramatically improve American PNT resilience. Satellite-based PNT systems have long been unrivaled in their relatively low-cost ability to deliver ubiquitous PNT data to end users globally, as ... Read more

Tesla Robotaxi, Optimus and Dojo 2 Updates

Robotaxi softer launch than I would have hoped but hitting the June and ideally June 1 will still be good. Invite instead of going supervised and unsupervised. Dojo 2 getting to volume slipped from late 2025 (what Elon had said at All in Summit), but if they can hit 10X compute and cheaper even with ... Read more

TSMC 2025 Technical Symposium Has Roadmap to 2028 and A14 (1.4 nanometer) Node

TSMC’s roadmap has been extended to 2028, with new technologies like N3C and A14 being introduced. TSMC presented the new roadmap at the 2025 Technical Symposium. TSMC is forecasting building 2.5 million chips for humanoid robots and about 2.5 million chips for robotaxi around 2030. TSMC projects that humanoid robots and robotaxi will reach reach ... Read more

AI Chips Are All of the AI Profits. How Does Tesla Win AI Chips?

AI Chips are everything. Nvidia is worth about $3 Trillion because of chip profits. Tesla Scaling Robotaxi and Teslabot means getting millions of AI5 inference chips profitably deployed into the world. Creating and having the most profitable AI businesses is the next goal for AI. Using the chips for maximum profit and maximum impact. How ... Read more

US-China Trade Deal – China Lowered Tariffs 11.2% and US Increased 9.2%

On Jan. 1, 2025, tariffs were only 20.8%. When President Trump ended his first term, tariffs were 19.3% against Chinese goods. At the beginning of the year, China tariffs on US goods were 21.2%, 0.4% higher than U.S. tariffs. When Trump ended his first term, Chinese tariffs against the U.S. were 21.2%, 1.9% higher than ... Read more

Musk Predicts Tens of Billions of Humanoid Robots and ASAP Terawatt in XAI AI Data Center

Elon Musk was in Saudi Arabia where he predicted tens of billions of humanoid bots. Saudi Arabia and Elon Musk are verbally discussing having Tesla robotaxi and humanoid bots in Saudi Arabia. Saudi Arabia signed up for Starlink Service. There is also talk about Boring Company for Tunnels. Elon also posted that he is thinking ... Read more

SpaceX Starship About Nine Days From Next Launch

SpaceX Starship flight 9 could launch as soon as Wednesday, May 21 based upon a Coast Guard notice. SpaceX has just performed another static fire test of Flight 9 Starship (Ship 35). It appears nominal based on visuals, pending official confirmation. LFG Flight 9! pic.twitter.com/vdYMKbIctZ — Space Sudoer (@spacesudoer) May 12, 2025 Update: Starship test ... Read more

Tariff down to 30 percent for China and China reduces tariff to 10 percent, Great News for Tesla Just Starting

The announcement is that US Tariffs are down to 30 percent for China and China reduces tariff to 10 percent for the US. The positive China-US trade news is being viewed as great news for Tesla. This is just the start for Tesla with the robotaxi release in about 20 days and the new lower ... Read more

China Satellite Laser Ranges Out to the Moons Orbit

A China research team on Sunday successfully captured the laser return signal from the retroreflector of the Tiandu-1 satellite, which is approximately 130,000 km away from the Earth, using the newly upgraded near-infrared lunar laser ranging system of an 1.2-meter telescope. This is the world’s first daytime satellite laser ranging in the Earth-moon space, marking ... Read more

Tesla Will Start Scaling to Millions of Robotaxi in the Next 12 Months Starting in 22 Days

Barrons news cites a Tesla Robotaxi essay by xTesla Engineer Frank Yashar. Frank Yashar, a former Tesla engineer, starts his essay by comparing SpaceX to the traditional satellite industry. SpaceX now has more than 7,000 low-cost satellites orbiting the Earth, providing high-speed Wi-Fi speed service to over 5 million customers. The traditional satellite industry didn’t ... Read more

Strategic Importance of Tesla Dojo Chips and 4680 Batteries

Tesla and Elon continue to develop 4680 batteries, AI4 and AI5 inference chips and Tesla Dojo chips. I have projected that Tesla could get trillions in value from cracking making Dojo chips being broadly useful for xAI for large language model training. 4680 development work continues despite issues scaling towards the original 100 GWh per ... Read more

Prediction that Tesla Launches Supervised and Unsupervised Ridesharing in June in Austin

Tesla just added full Robotaxi functionality in the latest app update—quietly prepping for launch next month. There is the need for Tesla to launch Supervised and unsupervised ridesharing in June in Austin. The launch of supervised and unsupervised is not really a choice. Tesla plans to start day one with 10-20 unsupervised vehicles. The issue ... Read more

How is Tesla Solving Battery Supply Problems ?

The tariff barriers make it uneconomic to import batteries from China. China has been the main supplier of Tesla Megapack, stationary energy storage batteries. Tesla has enough US and non-China battery supply for cars. Tesla needs to get more batteries for megapacks in the USA. Tesla will be able to use China batteries for the ... Read more

Global AI Data Centers Keep Growing Despite Adjustments From Amazon and Microsoft

AWS and Microsoft are pausing or slowing down the development of data centers, according to a Wells Fargo research note. Several industry sources told Wells Fargo’s analysts team that AWS has “paused a portion of its leading discussions” on colocated data centers. Microsoft capex for the quarter came in at $21.4bn this was $1.2 billion ... Read more

Cerebras WSE3 Versus Nvidia B200

Cerebras Systems is adding six new AI data centers in North America and Europe. This will increase inference capacity to over 40 million tokens per second. The new facilities will be established in Dallas, Minneapolis, Oklahoma City, Montreal, New York, and France, with 85% of the total capacity based in the United States. According to ... Read more

1+ Million Times Better AI in 4 Years and AI Agents Today Will Connect to All SAAS Applications

China’s Manus AI is showing an excellent demo of agent capabilities. You can toggle between four applications (Search, browser, coterminal and document editor). David Sacks says AI agents will be connect to all of hour SAAS (Software As A Service) applications. Agents will interact with dozens of apps. There is a new Agent standard called ... Read more

SpaceX Starship 35 Static Fire Anomaly

There is a bit more description about the SpaceX Starship 35 Static fire anomaly. There was second planned 60 second static fire but it was aborted after a flash. The static fire was stopped after 25 seconds. The problem might be related to the problems of the seventh and eighth Starship launches.

Tesla Robotaxi is Approved for All of Texas

In 2017, Texas passed a bill that gives the state of Texas control of who and how is companies can operate robotaxi. On June 1, 2025, Tesla will start operating 10-20 Model Y as paid unsupervised robotaxi. This means that Tesla is also already permitted to operate robotaxi anywhere in Texas. Tesla could expand to ... Read more

First Mass Produced Hip Motion Outdoor Exoskeleton

There is a $999 hip motion assistance exoskeleton. It does not majorly help increase speed and performance. It does reduce fatigue and effort so that it can make staying active easier for many people. Combining state-of-the-art robotics, ergonomics, and AI into a compact form, Hypershell X enables you to go further and explore more.

Planet Nine Candidate from IRAS and AKARI Data

Researchers for objects that moved slowly between IRAS and AKARI detections. IRAS and AKARI are far-infrared, all-sky surveys completed 23 years apart. They looked in the Kuiper belt. They produced all possible candidate pairs including one IRAS source and one AKARI source whose angular separations were limited between 42′ and 69.6′, corresponding to the heliocentric ... Read more

Can Tesla DOJO Chips Pass Nvidia GPUs?

Nvidia will make 5 million B200/B300 which are the leading edge AI GPU chips. They could make about 10 million advanced next generation chips each year in about 2028. Tesla Dojo 1 chips have small installed volume but Doge 2 and Doge 3 could surge in usage and production. Doge chips are and will be ... Read more

Alberta Could Hold Independence Referendum Late in 2025 – Become an Energy Superpower

The Alberta Premier has made it easier for citizens to collect enough signatures to put the question of Alberta Independence to a vote. Polling has indicated about 30% support for Alberta independence but polling may not be accurate. If the Liberals and the Prime Minister continued the previous administrations anti-pipeline, anti-energy policies like carbon taxes ... Read more

Google Remains a Powerful Money Printer

Alphabet (google) reported revenue of $90.23 billion and earnings per share of $2.81. Shares rose as much as 4% on stronger-than-expected revenue growth. Revenue: $90.23 billion vs. $89.12 billion expected Earnings per share: $2.81 vs. $2.01 expected YouTube advertising revenue: $8.93 billion vs. $8.97 billion. Google Cloud revenue: $12.26 billion vs. $12.27 billion. Traffic acquisition ... Read more