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Showing posts from September, 2025

Tesla Secret Weapon to Save Q3 and Q4 Car Delivery Numbers

Awaiting Q3 delivery numbers on October 2nd (hoping for 500k+ vehicles and 13 GWh energy storage). A potential surge to $500–$520 this week on strong results, amplified by FSD rollout and options activity. Longer-term, Fibonacci analysis points to $600 by November, with $2T market cap as resistance. Sustained growth needs robotaxi/FSD progress or Model Y/3 ... Read more

Firefly Alpha Flight 7 Explodes on Test Stand

The first stage of Firefly’s Alpha Flight 7 rocket exploded during testing. Proper safety protocols were followed, and all personnel are safe. The company is assessing the impact to its stage test stand, and no other facilities were impacted. Firefly Aerospace’s first stage booster for its seventh Alpha rocket flight exploded on September 29, 2025, ... Read more

SpaceX Starship Plan 2.0 and SpaceX Still On Track for Mars Mission in 2026

SpaceX’s Starship Spaceport Plan 2.0 outlines a vision for high-cadence, airport-like spaceports enabling Starships to fly everywhere routinely. This shifts from low-volume launches to daily operations, supporting Mars colonization and beyond. SpaceX has a blueeprint for airport-like spaceports, where Falcon 9’s 2025 tempo (~every 2 days) scales to Starship’s 400+ flights/year and accommodates rivals like ... Read more

Tesla Releasing FSD 14 and Robotaxi Kraken This Week

Tesla starts releasing FSD v14 Breakthroughs this week. Versions 14.0, 14.1, and 14.2 already exist and are undergoing internal testing by Tesla employees. Elon Musk describes v14 as a game-changer that is 2-3x safer than human drivers with a FSD 14.2 with a sentient feel—smooth, controlled, and consistent, unlike inconsistent prior versions. Rollout of FSD ... Read more

Analog in-memory Computing Attention Mechanism for Fast and Energy-efficient Large Language Models

A Nature paper describes an innovative analog in-memory computing (IMC) architecture tailored for the attention mechanism in large language models (LLMs). They want to drastically reduce latency and energy consumption during inference. The design leverages gain-cell crossbar arrays—capacitor-based memory devices made from oxide semiconductor field-effect transistors (IGZO or ITO)—to store key (K) and value (V) ... Read more

South Korea COVID Vaccine Study Finds Association With Increased Risk of 6 Major Cancers For About 0.8 to 2 Years of Life Expectancy Reduction

South Korea study published in Nature of 8.4 million adults finds higher risks of overall, lung, prostate, thyroid, gastric, colorectal, and breast cancers — across both mRNA and viral-vector platforms Increased risk for major cancers—such as lung, liver, colorectal, gastric, pancreatic, and breast—typically worsens national life expectancy by elevating age-specific and overall mortality rates. If ... Read more

AI Legend Sutton Wrote the Bitter Lesson- Gives His Suggestions for True Continual Learning

Sutton believes Reinforcement Learning is the Path to to Intelligence via Experience. Sutton defines intelligence as the computational part of the ability to achieve goals. It is rooted in a stream of experience: actions taken, sensations observed, and rewards received. This era of experience forms the foundation of RL (Reinforcement Learning). AI Agents learn by ... Read more

NVIDIA CEO Jensen Huang Thinks OpenAI Could Be the Next Multi-trillion Hyperscaler

Nvidia CEO Jensen Huang gives a comprehensive Year in AI Recap and forward-looking discussion on the explosive growth of AI infrastructure, scaling laws, partnerships, competitive dynamics, and geopolitical implications. Nvidia’s recently announced an OpenAI Stargate partnership and an investment in OpenAI. AI computing is an industrial revolution on par with electricity or jet engines. Huang ... Read more

TESLA FSD 14.2 Could Rocket Shares to $700 by Christmas

Tesla and Elon Musk’s announced Full Self-Driving (FSD) version 14 starts rolling out next week – sept 29-Ocit 2), followed by 14.1 in mid-October (a debugging/polishing update after internal employee testing revealed fixes needed for its “big changes”), and 14.2 in 4-10 weeks (late November to early December). FSD 14.2 is described as the sublime ... Read more

New Meta Ray Ban VR Smart Glasses

Meta’s Ray-Ban smart glasses have become the clear leader in consumer AI and XR wearables, with over 3.5 million units shipped since launch and tripled sales in the first half of 2025 compared to the previous year. Meta now holds over 60% of the global AR/VR and smart glasses market, with its glasses accounting for ... Read more

Interstellar Comet 3I/Atlas is 1000 to 100,000 Bigger Than Oumuamua and 2I/Borisov

The total mass loss rate and outflow speed from its 3I/Atlas surface was used to infer its mass. The mass of 3I/ATLAS must be bigger than 33 billion tons. The diameter of its solid-density nucleus must be larger than 5 kilometers. This suggests that 3I/ATLAS is more massive than the other two interstellar objects, 1I/`Oumuamua ... Read more

Tesla FSD 14 Next Week

Elon said that Tesla FSD Version 14.0 goes into early wide release next week, then 14.1 about 2 weeks later and finally 14.2. The car will feel almost like it is sentient being by 14.2. This will have ten times the parameters of FSD 13. It is supposed to be 2-3 times safer than human ... Read more

Tesla Production and Robotaxi News. All Time High Incoming?

Tesla’s stock closing above $440 for the first time would be a key technical breakthrough when it converts resistance to support and will then pave the way for all-time highs (around $488). There can be false breakouts. The near-term targets are $450–$500, with potential surges to $600–$700 (equating to a $2T market cap) or even ... Read more

Lockheed Martin Vectis Might be the Most Advanced Stealth Fighter Drone

Lockheed Martin’s newly unveiled Vectis drone will be a groundbreaking advancement in unmanned aerial systems. Lockheed Martin has introduced Vectis and describes it as the most advanced fighter drone ever built. It has not been built yet. It is in simulation and design. It is classified as a Collaborative Combat Aircraft (CCA) by the U.S. ... Read more

China Versus USA Super Wingman Fighter Jet Drones

China and the USA are racing to develop unmanned wingman drone fighter jets. Those will form mixed manned and unmanned fighter jets with fighter superdrones. China’s new Fujian aircraft carrier with magnetic launcher like carrier-scale drone operations. As of September 23, 2025, the U.S. Navy has two aircraft carriers equipped with the Electromagnetic Aircraft Launch ... Read more

New China Aircraft Carrier Matches USA With Magnetic Launch of Fighter Jets

Xinhua News Agency reports that the Chinese navy has had take off arrested landing tests of the J-15T, J-35 fighter jets and the KJ-600 early warning and command aircraft with a electromagnetic catapult on the new Fujian aircraft carrier. The CNS Fujian is a Type 003 and is the China’s most advanced aircraft carrier. Video ... Read more

XAI Colossus 2 First Gigawatt AI Data Center

XAI Colossus 2’s is targeting ~1 Gigwatt as soon as possible. They have natural gas turbines for primary generation, batteries for stability, and grid for long-term scalability. XAI Colossus 2 has power from seven installed SMT-360/Titan-350 Natural Gas Turbines. The seven turbines in question are deployed at the Southaven, Mississippi site 6 miles from Colossus ... Read more

Elon First Half Trillionaire With $200 Billion XAI Valuation

xAI will raise $10 billion in a $200 billion valuation funding round according CNBC co-anchor David Faber. The fundraise follows a $5 billion debt raise. A $200 billion valuation would bring xAI above Anthropic’s $183 billion valuation secured this month. OpenAI raised at $300 billion and is looking at a new $500 billion valuation round. ... Read more

SpaceX Files for 25 Launches from Texas and Flight 11 Completing Static Fires

SpaceX has an environmental Assessment (EA) filing with the FAA, dated September 2025, does not specify an exact or even approximate launch date for Starship Flight 11 (also referred to as Integrated Flight Test 11 or IFT-11). It focuses primarily on environmental reviews for airspace closure updates to support additional orbital launch trajectories and Starship ... Read more

Tesla 2025 Annual Report

Tesla has a new 2025 annual report. Tesla delivered their 8 millionth vehicle, deployed more than 37 GWh of energy storage from Q3 2024 through the end of Q2 2025 and launched the new Model Y in four factories across three continents. They launched their first Robotaxis in the streets of Austin, Texas, and, in ... Read more

IVO Quantum Drive is Now Operational – Finally

IVO Quantum drive has no measured thrust yet, but the Quantum Drive is fully operational in spac.! It has passed its testing phase with flying colors. Congratulations to the @ivo_ltd team for successfully producing space hardware that survived launch & 6 months in space! Now the fun can begin. Remember that the goal of this ... Read more

XAI Colossus 2 – First Gigawatt AI Training Data Center

XAI Colossus II is the world’s first Gigawatt AI training cluster. The picture is an aerial view of the gigawatt data center. xAI’s Colossus 2 represents a monumental leap in AI infrastructure, designed as the world’s first gigawatt-scale AI training supercluster. Built as an expansion of the original Colossus 1 (which currently operates 230,000 GPUs, ... Read more

Figure AI Humanoid Robots Valued at $39 Billion

Figure AI makes humanoid robots and they have raised $1 billion where the company is valued at $39 billion. Figure’s CEO, Brad Adcock, dropped the news at a TED Talk. This $1 billion funding (Series C round) comes from heavy hitters like Nvidia, Salesforce, T-Mobile and Intel. Even Brookfield, a giant in global infrastructure, invested. ... Read more

SpaceX Starship HeatShield Solution

SpaceX has a new heatshield solution that is called the crunchwrap. ChromeKiwi has some graphics that explain it. SpaceX has decided they need to seal the tiles. Metal heat shield tiles had heavy oxidation seen after re entry with most of the ship turning external tank orange. Flight 11 will see a complete thermal protection ... Read more

Anti-Assassination Drones

Next level drones fleets will be a significant part of securing cities and events against assassination and enhancing regular policing. There needs to be balance of effective nuanced safety while embedding technical, societal and institutional controls to avoid dystopia. This will need to calibrated via annual referendums and citizen involvement in oversight, transparency and communication. ... Read more

Security for All CEOs and Celebrities Must Be Increased, Police Drones and Robocops

The killing of the United Healthcare CEO, assassination of Charlie Kirk and attempted assassination of Trump and many other incidents indicate that companies must step up security expenditures for CEOs and top executives and celebrities must be increased. Tesla only spends about $3.3 million on security for Elon Musk who has received thousands of death ... Read more

Tesla from $396 to $1000: Tesla’s Robotaxi, Chips & Energy Empire Exposed!

Tesla AI5 will be produced by TSMC starting in 2026. There will be Estimated volumes of 10-20% of relevant TSMC wafers, yielding 50-100 chips per wafer. AI6, will use Samsung’s facilities in Texas, potentially allowing 50-80% (or near 100%) dedication, enabling 5x or more chips than TSMC. Redlich’s analysis involves estimating tokens (AI processing units) ... Read more

Converting Transportation and Labor into Products and Profits Creates Insane Stock Values

Cern Basher is wealth manager of billions and he explains capitalization. At its core, capitalization is the process of transforming everyday human activities—often free, informal, or unmonetized—into structured, scalable businesses that generate recurring revenue, attract investment, and build massive shareholder value. It is not just about creating a product. It is about value capture of ... Read more

Elon’s $17B Move: Starlink Phone to 3 BILLION Users by 2030 – Bigger Than iPhone & Facebook!

We predicted the X Phone months ago—and now Elon’s confirmed it. With AI inference on every device and 3B customers by 2030. This won’t just be a phone. It is the end of telecom as we know it. Totally worldchanging within 5 years. The $17B EchoStar deal involves AWS-4 spectrum (H-block/S-band), enabling high-bandwidth satellite-to-phone globally. ... Read more

Charlie Kirk Assassinated at 31: Shocking Tribute + Tesla’s Megablock Megapack Revolution

Tesla News Wednesday Show opens with somber reflections on the tragic assassination of conservative media figure Charlie Kirk at age 31, described as a bridge-builder in politics who influenced young audiences and aligned with Trump. Hosts express condolences from figures like Elon Musk, Trump, and Vance, note flags at half-staff. Tesla/TSLA: Stock flirted with $355 ... Read more

Prediction of AI in 2040

Jaime Sevilla (Director of Epoch AI) and Yafah Edelman (Head of Data and Analysis at Epoch AI) discuss AI scaling trends, future projections, economic impacts, and potential bottlenecks, extrapolating from current data on compute growth, training runs, and infrastructure. They analyze and project from historical trends, aiming to project “straight-line” forecasts while acknowledging uncertainties. They ... Read more

XAI Grok 4.2 Is Likely Seen in Sonoma Sky Model

An AI model on OpenRouter is called Sonoma Sky Alpha is likely a preview of XAI Grok 4.2. It highlights xAI’s rapid progress in compute power, model diversity, and specialized applications like coding and reasoning. Key Technical Features Sonoma Sky Alpha features a 2 million token context window, which is double that of competitors like ... Read more

Oracle Guides to AI Data Center Domination

Oracle has crushed it and is up about 26% in after hours. They are guiding that they will make huge profits from AI data centers. They have also somewhat quietly tripled their value over the last few years by becoming a major cloud player. Other ways to ride the AI data center wave are Dell ... Read more

Tesla Megapack Keynote LIVE

Brian Wang, Herbert Ong and Hans Nelson are covering the TESLA Megapack event. There will be new megapack products announced. Likely a mini megapack with about 500 kilowatt hours of energy. In between power walls and 3.9 MWh megapacks. There will likely be a megapack V3 that will have transformer components for easy lego construction ... Read more

SpaceX $30 Trillion Valuation (2030-2035) by Providing 5G Service and Phones to Everyone

SpaceX Echostar bandwidth buy – SpaceX themselves said the throughput (comm speed) will go up 20 times and the capacity (how many users) will go up 100 times. In a few years, SpaceX own most of global communications and give full 5G everywhere. My video explains it all. (on X and on youtube). SpaceX is ... Read more

IVO Quantum Drive Tests Delayed By Infrequent Communication Problems

The potentially worldchanging (if successful) test of a quantum drive in orbit is being delayed by rare and infrequent communication to the cubesat. These are not problems with the drive but with the communication and satellites systems of the lowcost cubesat provider. I am speculating that Rogue Systems gave IVO a low cost or free ... Read more

SpaceX Will Increase Direct to Cellphone Speeds by 20 Times to 5G Starting Next Year

Echostar stock is up 17%, because they sold their S band spectrum to SpaceX for half cash and half SpaceX shares. According SpaceX, this is a 50 Mhz s band deal. This is 5 times the megahertz spectrum width versus the spectrum that SpaceX is already using with the Tmobile partnership. BOTTOM LINE STARLINK GETTING ... Read more

All Multi-year Bets Payoff When Tesla Unboxed Cybercabs Are Made in 100-200 Days

One of Elon Musks Super powers is hyperfocusing on what really matters. What really matters for Tesla is get Cybercabs mass produced using the new unboxed manufacturing process. Tesla can go next level in car production, low cost vehicles with mass produced cybercabs with the new process starting in only 100 days. December 2025. Cybercab ... Read more

Bitcoin Road to $110,000

Bitcoin has increased in price from less than penny ($0.003 in 2010) to $110,000 today in 2025. Bitcoin is up 18% in 2025 and was up as much as 31% last month. Buying into Bitcoin early in 2017 would have been at prices below $1000 and there would have been over 100X returns. Late 2013 ... Read more

Tesla to Outprofit Nvidia 5X—The Secret $20 Trillion CEO Plan Explained!

Everyone is misunderstanding the 2025 TESLA CEO Pay Plan. It is a $20 Trillion Plan NOT $8.5 Trillion market capitialization target. Adjusted EBITDA is a better measure of true company earnings without one time charges. Tesla having fast growth to 25 times more adjusted EBITDA will be five times more “true profitability” than Nvidia. Fast ... Read more

Boeing’s Sixth Generation Navy F/A-XX Concept Design

Boeing’s has shown a new rendering of the F/A-XX 6th generation navy stealth fighter. It conceals canards, tail surfaces, and wing tips, but shows a bubble-shaped cockpit canopy similar to the F-47. The radome appears narrower, and no vertical stabilizers show which should improve stealth. The wingtips and canard placements are concealed, making it difficult ... Read more

NASA Probably Had Psyche Spacecraft Look at 3I/Atlas Today and 15 Other Craft Will Get a Look

15 spacecraft both those on heliocentric orbits and also the spacecraft grouping at the planet Mars will have chances to look at interstellar 3I/Atlas over the next few months. Today Psyche spacecraft on 2025 September 4 has a chance to look at 0.302 AU distance as 3I/Atlas passes by Mars. October, the martian spacecraft array ... Read more

$100,000 Ethereum and $1 Million Bitcoin by 2030?

Tom Lee, co-founder and head of research at Fundstrat Global Advisors and the chairman of Bitmine (an Ethereum treasury company), provides a bullish outlook on both Bitcoin and Ethereum. They each have distinct use cases and potential for massive growth. The conversation covers the bull cases for each asset, short-term catalysts, regulatory developments, and broader ... Read more

AST SpaceMobile Plans 40 Direct to Cellphone Satellites Early in 2026

AST SpaceMobile (ASTS) is developing a space-based cellular broadband network that provides direct-to-cellphone connectivity worldwide. This would eliminate deadzones without requiring special antennas like existing satellite phones and will work on standard smartphones. Their satellites, known as BlueBird, are designed to deliver 4G/5G service from low Earth orbit (LEO) by beaming signals directly to unmodified ... Read more

Simplicity of Tesla Cybercab Production Means Mass Production is Only Months Away

There are three major structural body parts for the modular construction of the Tesla Cybercab and the fourth major part is the structural battery. This makes the modularly constructed Tesla Cybercab hyper efficient for mass production but should also make it easy for Tesla to get production started in a few months. Joe Tegtmeyer saw ... Read more

OpenAI Accelerating GPT6 Release for Early 2026 to Address GPT 5 Complaints

There has been complaints about OpenAI GPT-5. Sam Altman indicated that GPT-6 could address user feedback on issues like model warmth and emotional engagement without increasing sycophancy. Early speculation points to a possible release as soon as early 2026 but no firm date has been announced. OpenAI has not been able to scale chips and ... Read more

Four Major Parts for Unboxed Modular Tesla Cybercab Construction

There are three major structural body parts for the modular construction of the Tesla Cybercab and the fourth major part is the structural battery. Joe Tegtmeyer saw that the Tesla Cybercab modules are being made in Austin and tested in Fremont and Austin. There are large numbers of the castings being made. Tesla Cybercab production ... Read more

Tesla YL Could Outsell the Standard Model Y in China

If the Tesla Model YL became the most popular in this mid-size, premium-priced 3-row segment, it could realistically sell 400,000-500,000 units annually in China. This might even be more sales within China for the standard Model Y’s 480,309 units in 2024. The Tesla model YL might outsell the standard Tesla Model Y. The 3-row car ... Read more

Room Temperature Diamond Integrated Chip Quantum Accelerators Installed At Oak Ridge National Lab

Quantum Brilliance’s is developing diamond quantum accelerators containing >50 qubits that outperform CPUs/GPUs of comparable size, weight and power in important applications within the next 5 years. In 2021, Quantum Brilliance will deliver its first Quantum Development Kits (QDKs), which will contain up to 5 qubits in a 19-inch rack-mountable unit. These QDKs will support ... Read more

SpaceX Has 8400 Satellites for 70% of All Satellites and Could Reach 85% By End of 2026

On Sunday (Aug. 31 2025), 28 Starlink satellites (Group 10-14) lifted off atop a Falcon 9 rocket from Space Launch Complex 40 at Cape Canaveral Space Force Station in Florida. The launch marked the 23rd flight of the Falcon 9 rocket’s first stage (Booster 1077). Once again, it was successfully recovered. With this mission, the ... Read more

AI Week – Google Nano Banana, Grok Code Fast and Other Models

Several notable AI models were released or updated during this week. Google’s Gemini 2.5 Flash Image (codename: Nano Banana): This is a state-of-the-art image generation and editing model from Google DeepMind, specializing in consistent character maintenance across images, multi-turn editing, and intuitive visual creation. It’s integrated into the Gemini app and available as a preview ... Read more