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Showing posts from October, 2025

Elon Musk Described an AI Device to Replace Phones in 5 Years

Elon Musk predicts that traditional smartphones will evolve into lightweight edge nodes optimized for AI inference rather than standalone hardware. This is a broader architectural transformation driven by AI advancements. Musk describes the future device (formerly known as a phone) as an edge node for AI inference particularly for AI video inference. It would feature ... Read more

SpaceX Has Faster, Safer and Simpler Plan for Returning Astronauts to the Moon

SpaceX officially detailed progress on the Starship HLS for NASA’s Artemis 3 mission and had a new faster, safer and simpler plan for returning astronauts to the Moon. This responds to the push from NASA and the President for faster lunar landings. SpaceX has completed 49 milestones under the fixed-price Human Landing System (HLS) contract. ... Read more

Data Centers in SPACE? Nvidia and SpaceX AI Future Elon’s Cybercab BOMBSHELL: 2.4M Teslas in 2026

SpaceX, Nvidia and Tesla will all have huge new breakout technologies in 2026. Tesla stock (closing $459) is seen drifting sideways or slightly down until the November 6 annual meeting, where Elon’s compensation vote could catalyze upside. Tesla Q4 production looks solid with 90-100K/month in Shanghai, aiding 500K quarterly goal. We give a bullish 2026 ... Read more

Nvidia Leading the Innovation of the AI Revolution

Nvidia CEO Jensen Huang’s keynote at NVIDIA’s GTC conference in Washington D.C. was a sweeping celebration of American innovation and a call to action for America to lead the AI revolution. NVIDIA at the epicenter of this next Apollo moment. The 90-minute talk blended technical deep dives, major announcements, and forward-looking visions for AI, quantum ... Read more

Kratos To Use Hermeus’ Supersonic and Hypersonic Aircraft For MACH-TB

Kratos Defense will utilize the Hermeus high-speed Quarterhorse aircraft as part of its support work for the U.S. Navy and Missile Defense Agency’s Multi-Service Advanced Capabilities Hypersonic Testbed (MACH-TB) program. The rapid expansion of the Kratos Defense hypersonic test team follows the award of a $1.45 billion contract in January 2025 to support the MACH-TB ... Read more

Tesla Board Chairman Says Cybercab Will Be Sold With Steering Wheel and Pedals As Needed – Model 2

Tesla will put a steering wheel and pedals in the Cybercab if that’s what regulators require, according to Tesla Chair Robyn Denholm. “If we have to have a steering wheel, it can have a steering wheel and pedals,” Robyn Denholm told Bloomberg. This would likely be a sub-$30,000 car. There are about 5 months for ... Read more

5 Ways Real Estate Can Fund Your Retirement

The idea that real estate builds wealth isn’t a surprise to anyone. But what many people don’t realize is just how powerful it can be as part of a retirement plan. While traditional investments like stocks, bonds, and 401(k)s play their part, real estate offers something unique — steady income, tangible value, and the ability ... Read more

Progress to Continual Learning AI

2025 saw a tripling of continual learning LLM papers according to arXiv trends. This is driven by foundation model scale and multimodal extensions. However, no flagship AI released models (GPT-5, Grok 4 etc…) fully integrate production-grade continual learning yet. There are expected architectures like routers and sparse finetuning signal imminent hybrids. There has been no ... Read more

Asteroid Threats and Planetary Defense Can Be Complete and Ready by 2035

We need an enhanced version of SUNSET will strive to establish a space-based, combined discovery and early-warning system for NEOs. If we use multiple satellites traveling ahead of Earth on its orbit we improves detections of sunward objects over satellites in NEO-Surveyor-like orbits by tens of percent and enables seamless, automatic follow-ups. A University of ... Read more

Kramnik May Face Discipline for Hounding Daniel Naroditsky for 18 Months

X-Chess Champion Kramnik may face discipline. He hounded Daniel Naroditsky with accusations of cheating without evidence. Daniel Naroditsky said days before his death that whenever he was doing well the accusations of cheating would arise. Daniel said he felt is one of the worst periods of his life and at time felt his life was ... Read more

AI Coding Revolution

Super VC Marc Andreessen talks with Blake Masters and Amjad Masad, CEO and co-founder of Replit, a cloud-based coding platform. They talk about the transformative role of AI in democratizing programming, technical breakthroughs in agentic AI, historical parallels in computing evolution, debates on AGI timelines, economic implications, and Masad’s personal journey from Jordan to Silicon ... Read more

Future Satellites for Efficient and Fast 6G Communication Uses Advanced Antennas, Beam forming and AI

LEO mega-constellations are expected to deploy thousands of satellites to provide broadband services with data rates approaching several Gbps and latencies as low as 30–50 ms, significantly lower than traditional GEO satellites (500+ ms). Achieving 6G’s target of peak data rates up to 1 Tbps requires satellites to operate in high-frequency bands like Ka-band (26.5–40 ... Read more

SpaceX Starlink and Samsung Develop AI-powered Modem

Recent announcements highlight Samsung’s development of an AI-powered modem chip designed to enable direct satellite-to-device (D2D) connectivity with SpaceX’s Starlink constellation. This chip uses AI to optimize signal processing, beamforming, and interference management, allowing unmodified smartphones and devices to connect to low-Earth orbit (LEO) satellites at gigabit speeds—even indoors or through obstacles like buildings and ... Read more

Tesla VP Ashok Describes Technology of FSD

Ashok Elluswamy, Tesla’s VP of Autopilot Software, delivered a keynote titled “Building Foundational Models for Robotics at Tesla” at the International Conference on Computer Vision (ICCV). Tesla FSD camera inputs feed into a large-scale neural network (with expanding parameter counts, soon to scale 10x via new hardware). Future Outlook Scale robotaxi to unsupervised, nationwide service. ... Read more

Deep Seek OCR Condenses Charts and Code and Reduces Tokens Per Image by 20X

DeepSeek’s announced OCR (Optical Character Recognition) model compresses text-heavy data into images and reduces vision tokens per image by up to 20x while retaining 97% accuracy (10x compression) or ~60% at 20x. This outperforms competitors on efficiency-performance charts. arxiv – DeepSeek-OCR: Contexts Optical Compression We present DeepSeek-OCR as an initial investigation into the feasibility of ... Read more

Main Highlights Tesla Q3 Earnings Call

The most important highlights of the Tesla Q3 earnings call. Tesla robotaxi miles were 250,000 in Austin and over 1 million in the SF Bay area. This is a significant ramp from about 7000 miles in Austin. This means about half of the miles were likely in the October. The SF bay area started at ... Read more

New Space Race to the Moon. US Vs China. SpaceX vs Blue Origin. MUSK vs Bezos. MUSK vs NASA

There is an intensifying race to return humans to the Moon, pitting the US against China and now NASA Acting Administrator Sean Duffy will have SpaceX race Blue Origin and other bidders. China is aiming for a crewed lunar landing in 2029–2030. There are developing a Long March 10A super heavy lift rocket (70 tons), ... Read more

NASA Wants to Speed Up By Going to a Once a Year Blue Origin Launches?

As of October 21, 2025, Blue Origin has conducted only one New Glenn launch to date. The maiden flight occurred on January 16, 2025, from Cape Canaveral’s SLC-36, successfully reaching orbit with a prototype Blue Ring payload, though the first stage was lost during reentry. The second Blue Origin launch of New Glenn is taking ... Read more

SpaceX Losing Exclusivity to the NASA Artemis 3 Lunar Lander

NASA’s acting administrator Sean Duffy says he plans to “open up the contract” SpaceX holds to land astronauts on the moon for the Artemis 3 mission because the company has fallen behind schedule. Duffy previously maintained that Artemis 3 would launch in 2027, the agency’s official target, even as multiple Starship test flight failures earlier ... Read more

China Huge Aging and Population Problems Are Already Bad and Will Get Worse

Japan is decades ahead of the rest of the world with an aging and shrinking population. There are some who claim we don’t know what will happen with future populations. However, the next 20 years are very clear for population impacts on workforce and retirement. People who will be 20 years older are alive today. ... Read more

$30 Trillion of Global Gold

As of September 2025, the total amount of gold ever mined and remaining above ground (the investable stock used for market valuation) is approximately 218,000 metric tonnes. This figure accounts for all gold in forms like jewelry, bars, coins, central bank holdings and industrial uses. At the current gold price of $4,307 per troy ounce ... Read more

Recent AI Success for Thorough Advanced Research

Mathematician Thomas Bloom, runs erdosproblems.com, explains that OpenAI surfaced erdos problem solutions that were not unsolved. OpenAI GPT-5 simply surfaced existing papers solving them that he had personally overlooked, mislabeling them as “open” on his site. No new mathematics was generated—GPT-5 acted as an advanced search tool. OpenAI’s Mark Sellke and Sebastien Bubeck previously announced ... Read more

Create Fast Growth Companies With Growth Loops

Elena Vera, a growth leader at Lovable with 10+ years running growth teams, argues that distribution—not just product quality—determines company success. Great products fail without it, while mediocre ones thrive with strong distribution. She defines growth as answering four questions predictably: Acquire, Activate, Monetize, and Retain customers. Fast-growing companies succeed via growth loops (compounding flywheels, ... Read more

Looking at Current AI Learning Frameworks to Create Learning Pipelines to Achieve Superintelligence

Andrej Karpathy says that reinforcement learning is still terrible but better than all other AI learning approaches. Elon Musk believes there is a 10% chance that XAI Grok 5 can achieve AGI. Musk defines AGI as capable of doing anything a human with a computer can do, but not smarter than all humans and computers ... Read more

Trying to Stabilize Populations Before It is Too Late

Taiwan, South Korea and China have critically low fertility rates below 1.0. Japan is also very low (1.15) and has had low fertility for longer. By 2070, the countries could halve their current populations. A fertility rebound could avert 30-70% of projected population losses by 2100. This might stabilizing societies at near-current sizes—but only if ... Read more

Tesla’s Unsupervised FSD BOMBSHELL in Q4. Stock Explodes 4% as Elon Crushes Q3 Earnings

Tesla’s imminent wide release of FSD (Full Self-Driving) update to version 14.1.2. Some testers believe FSD 14.X will enable unsupervised driving by December. Chuck Cook is confident about FSD progress. Backseat driving demos could supercharge word-of-mouth sales, making FSD irresistible and potentially overwhelming Tesla’s production capacity. Today’s stock rally (from ~$423 to $440), attributing it ... Read more

AI Prompt Files Uplevels Everyone AI Productivity

AI productivity has been heavily dependent on prompt abilities and how people gave instructions to AI. Claude has introduced skill files (portable to other LLM- large language models): Automatically invoke predefined capabilities when a relevant task is mentioned Handle multi-step projects like job candidate research, spreadsheet automation, or report generation using stored logic Provide consistent ... Read more

Black Hawk Converted into an Unmanned Drone in 10 Months

The S-70UAS U-Hawk™ is a complete conversion of a UH-60L Black Hawk® helicopter into a pilotless, battle-ready utility platform. Announced on October 13, 2025, at the Association of the United States Army (AUSA) exposition, the U-Hawk removes the cockpit, crew stations, and seats to prioritize payload capacity and autonomy. It has 95% common parts with ... Read more

Quantum Computing With Almost Zero Earnings and 50X Share Price Surges

Publicly traded quantum companies, particularly the pure-play innovators, have delivered insane stock price runs over the past 1-2 years despite revenues that barely register. IonQ (IONQ), Quantum Computing (QUBT), Rigetti Computing (RGTI), and D-Wave Quantum (QBTS) dominate as publicly traded companies. The market caps collectively exceed $50 billion but with revenues totaling under $100 million. ... Read more

US Deploying 1700 Mile Range Hypersonic Missiles

The Dark Eagle, Long-Range Hypersonic Weapon (LRHW), is a road-mobile system capable of striking targets up to 1,700 miles away. Each battery has eight missiles on mobile trucks. This setup allows for quick deployment and fast strikes. The US Military is deploying the first missile battery. The LRHW is a road-mobile and air-transportable weapon system, ... Read more

OpenAI Expansion Targets AI Escape Velocity

Brad and Bill on the BG2 Podcast describe the AI CapEx bubble. The explosive growth in AI investment—especially in data centers, chips, and model training—shows potential signs of historical overreach. They increase the odds of overbuilding and reduce the quality of revenues. Gurley identifies round-tripping deals like the original deal between Microsoft and OpenAI, where ... Read more

Ford Recall Doom Loop Affects Over 10 Million Vehicles

Ford year-to-date has around 115–117 recalls as of October 15, 2025. The total vehicles affected year-to-date now exceeds 10 million, with Q3 2025 alone accounting for over 5 million vehicles impacted across Ford’s campaigns—the highest quarterly figure for any manufacturer and representing nearly 60% of all U.S. vehicle recalls in that period. This surge continues ... Read more

Nuclear Energy Startup OKLO Has Insane $25 Billion Valuation

Oklo’s market capitalization has ballooned to $25 billion. The NRC denied Oklo’s custom combined license application in Jan 2022, citing insufficient information on maximum-credible-accident (MCA) analyses, safety classification of SSCs (systems/structures/components), QA implementation, and other key technical topics. The denial and associated letters are public. Oklo has since restructured its licensing approach and reengaged the ... Read more

AMD Liquid Cooled 72-GPU Helios Racks

AMD Helios rack-scale solution. These are liquid-cooled, 72-GPU racks powering AMD Instinct MI450 Series GPUs, AMD EPYC CPUs (Venice) and do feature integrated UALoE scale-up connectivity. Oracle buying 50K MI450 for 2026. Is that about $2 billion. The AMD Helios is a next-generation, open-standard, rack-scale AI infrastructure platform designed for large-scale AI training, inference, and ... Read more

Paper2Agent AI Converts Research Papers into AI agents

Paper2Agent transforms research output from passive artifacts into active systems that can accelerate downstream use, adoption, and discovery. Conventional research papers require readers to invest substantial effort to understand and adapt a paper’s code, data, and methods to their own work, creating barriers to dissemination and reuse. Paper2Agent addresses this challenge by automatically converting a ... Read more

Insanely Profitable AI or Just Insane Bubble?

Amazon shows how capex-heavy bets can terrify investors yet compound into fortunes. From 1997–2003, Amazon had over $5 billion in cumulative losses amid relentless infrastructure spends—warehouses, servers, logistics—totaling ~$10B adjusted, or 5–6x annual revenues at peaks. In 1999, Amazon’s market cap was approximately $25.7 billion, fell as low as $3.6 billion in 2001 and got ... Read more

Kalshi Is a Profitable Prediction Market That Could Enable New Futures Finance Instruments

Kalshi, the federally regulated prediction market platform, announced a Series D funding round over $300 million. It was co-led by Sequoia Capital and Andreessen Horowitz, with investments from Paradigm, Coinbase Ventures, and others. It gave Kalshi a $5 billion valuation. The company, founded in 2020 by Yale graduates Tarek Mansour and Luana Lopes Lara, has ... Read more

AI Inference Boom or AI Ponzi Bubble

Kevin Pathrath an other warn of an AI Bubble and AI Ponzi with a potential 80% collapse. The core of the argument is the circular financing structure of the recent OpenAI-Oracle-Nvidia deal and the OpenAI-AMD deal. Nvidia commits up to $100B in investments ($10B per gigawatt deployed, up to 10GW), starting with the first GW ... Read more

Nuclear Tritium Betavoltaic Battery for Space Missions

NASA confirmed that nuclear-micropowered probes (NMPs) using tritium betavoltaic power technology is possible. A new study will raise from a valid concept to a proof of concept experiment. Nuclear-micropowered probes could be used for autonomous exploration of the Moon’s permanently shadowed regions (PSRs) and other space missions. Tritium betavoltaics are a class of nuclear batteries ... Read more

Planet’s Most Advanced Satellite – New Owl Satellites for 1 Meter Resolution Imaging

Planet is launching Owl, their next-generation monitoring fleet. They will have a technical demonstration slated for launch late 2026. The Owl fleet moves into production and launch over the following years. Owl will be designed to deliver frequent, best-in-class imagery faster, enabling customers to receive imagery-enabled insights within as little as one hour of capture. ... Read more

Stoke Space Raised $510 Million to Develop Nova Reusable Rocket

September 23, 2025, Stoke Space raised $510 million in Series D funding led by Thomas Tull’s US Innovative Technology Fund (USIT) in conjunction with a $100 million debt facility led by Silicon Valley Bank. This new financing, which more than doubles our total capital raised to $990 million, will accelerate product development and expansion. Washington ... Read more

Nvidia Can Invest $100 Billion Per Year to Grow a Huge AI Ecosystem

Nvidia’s $100 billion commitment to OpenAI over a few years is one of several circular deals Nvidia is making. Upstream chip sales fuel downstream infrastructure bets, creating a self-reinforcing loop that has propelled Nvidia’s market cap to $4.6 trillion. Nvidia Q2 operating cash flow hit $15.4 billion and a growing $56.8 billion war chest. Projections ... Read more

Tesla Gigaberlin Factory in 2025

A narrated video tour of Tesla’s Gigafactory Berlin-Brandenburg (often called Giga Berlin) explores the facility’s manufacturing processes, interviews employees, and highlights its efficiency and sustainability. The tour emphasizes Tesla’s vertical integration, continuous iteration (no fixed model years), automation balanced with human oversight, and a multinational workforce. Production focuses on the Model Y, with ~1,000 units ... Read more

Tesla FSD 14.1 Gamechangning Parking Solutions

Elite Tesla FSD tester Chuck cook says FSD 14.1 is ready and safe enough for wide release and has gamechanging ability to start from park and end the drive in a specific parking mode for basically a taxi cab like experience. Sawyer Merritt says FSD V14 is blowing his mind right now. For the first ... Read more

SHOCKING Tesla Shanghai Gigafactory BREAKTHROUGH. 95% Robotic, 4X Faster Production of Model YL

Tesla Giga Shanghai’s only needs ~2.5 hours to build a Model YL end-to-end. This is a 75% reduction from Tesla’s pre-2023 internal KPIs of 8-10 hours, achieved via unboxed parallel assembly (where subassemblies like chassis, battery, and interior converge simultaneously rather than sequentially). For context, VW’s legacy plants clock in at 20-30 hours per vehicle, ... Read more

DARPA and Air Force Working on High Mach Gas Turbine for Hypersonic Planes

DARPA and the US Air Force have started the High Mach Gas Turbine (HMGT) program to develop reusable hypersonic planes. The core technology revolves around Turbine Based Combined Cycle (TBCC) propulsion systems, which integrate turbine engines for low-to-mid speeds with airbreathing components or hypersonic mach 5+ speeds. Engine Architecture and Subsystems: Development of a complete ... Read more

XAI Using $18 Billion to Get 300,000 More Nvidia B200 Chips

On October 5, 2025, the Wall Street Journal reportes that xAI is committing over $18 billion to acquire approximately 300,000 additional NVIDIA GPUs, bringing the total for Colossus 2 to around 550,000 chips. This aligns with broader announcements from Musk on X, where he has repeatedly described Colossus 2 as the world’s first gigawatt-scale AI ... Read more

GE Flies a Solid Fuel Ramjet Could Lead to Longer Range Hypersonic Missiles

GE had a successful Mach 2.2 captive flight of solid fuel ramjet on F-104 which demonstrated throttleable thrust for evasive, long-range munitions. GE tested atmospheric test of launched airbreathing system (ATLAS) Flight Test Vehicle which marking a major milestone in advancing solid fuel ramjet (SFRJ) propulsion technology. Solid fuel ramjets represent a pivotal advancement in ... Read more

DARPA Developing Quantum Sensors that Are Durable for Real World Use

DARPA launched Phase 1 of its Robust Quantum Sensors (RoQS) program, a groundbreaking effort to develop and deploy quantum sensing technology. Quantum sensors offer unmatched precision in detecting magnetic and electric fields, acceleration, rotation, and gravity, but their extraordinary sensitivity has made them notoriously fragile in real-world environments. Phase 1 focuses on two technical areas ... Read more

TSLA Crashes 10% AGAIN—But $70¢ Earnings & FSD 14 and $35K Model to the Rescue

Despite a 10% dip after strong Q3 delivery numbers (the stock remains up 29% for the month. How low can Tesla shares go? Why could shares rebound ? FSD v14 release or Model Q announcement. Robotaxi Expansion: Texas regulations require an urgent response team for driverless operations. Tesla’s recent job postings suggest hiring and training ... Read more

US 3rd Army Testing Drone Factories in Shipping Containers

Army 3rd Combat Aviation Brigade 3D printing K9 Genesis UAV. Printed, components sourced, and fully assembled on base referencing our fully open source wiki, files, & guides. Soldiers from the Hunter Army Airfield Innovation Center received initial training on the Expeditionary Manufacturing Cell or xCell, 3d-printer system, at Ft. Stewart and then manufactured around 90 ... Read more

Watch Before Tomorrow TESLA Q3 Delivery Day. Good Deliveries $500+. Bad and We Drop to $400.

Tesla’ surged to $460 amid high expectations for tomorrow’s Q3 delivery numbers. Brian and Randy give their prediction of Tesla Q3 car deliveries and quarterly energy production. A really strong delivery beat could trigger EPS upgrades and further stock price gains. Disappointing delivery numbers could result in profit taking and a drop in the stock ... Read more

New Arms Race- China versus the USA for AI Superdrone Fighter Jets

US-China are in a race to 1000 wingman drones by 2030—the tech that could rewrite World War III and shape the balance of geopolitical power. Think if five R2D2s were each flying X-wings fighter in Stars Wars to help Luke Sky Walker. In the real world these unmanned fighter drones will be ‘loyal wingmen’— sidekicks ... Read more

SpaceX Starship Flight 11 On October 13 2025 Will Test a New Landing Burn

The eleventh flight test of Starship is preparing to launch as soon as Monday, October 13. The launch window will open at 6:15 p.m. CT. The upcoming flight will build on the successful demonstrations from Starship’s tenth flight test with flight experiments gathering data for the next generation Super Heavy booster, stress-testing Starship’s heatshield, and ... Read more

Explaining Rare Technological Life and Problems With Other Stars

Why does humanity live on a planet orbiting a rare G-type dwarf star (like our Sun) when M-type red dwarfs comprise 82% of stars and are 33 times more abundant? Why do we live so early (1% into) the Stelliferous era, when long-lived M-dwarfs will dominate for trillions of years, far outlasting G-dwarfs’ 10-billion-year lifespans? ... Read more