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Showing posts from November, 2025

Highly Customized Optical Networking Critical for Google’s Tensor Processing Units (TPUs)

Google’s system leverages optical circuit switching (OCS) to create direct, low-latency optical paths between TPU chips, minimizing signal conversion losses. They avoid repeated optical-electrical-optical transformations. This enables efficient data sharing across thousands of chips in a single pod, with signals remaining in the optical domain for most inter-chip communication. Ironwood, seventh generation TPU, is purpose-built ... Read more

Google Leads AI Model Battle

Ark Invest thinks Google has taken the lead with Gemini 3 + Nano Banana Pro. Brett Winton thinks we are heading from transformer architecture to a mix of transformer, diffusion and memory. In the medium term (1-2 years) Google’s distribution, bundling, and cost advantages are seen as the biggest structural moat. They predict that when ... Read more

Russia’s Only Manned Space Launch Facility is Severely Damaged

Russia’s only operating manned launch site for Soyuz and Progress has been severely damaged after an accident with a Soyuz MS-28 on November 27 at Baikonur. The mobile service cabin fell into the fire protection channel by several meters, deforming the service bridges and access elements. According to multiple Russian sources, on Nov. 27, 2025, ... Read more

SLC-37 Cape Canaveral Florida Environmental Approval for 76 Starship Launches

On November 20, 2025, the U.S. Air Force certified the final Environmental Impact Statement (EIS) for up to 76 Starship-Super Heavy launches, landings, and engine tests each year at Space Launch Complex-37. This will be re-developed and provide extra SpaceX operations along with Texas and at Kennedy Space Center. Construction may start soon, pending FAA ... Read more

WORLDCHANGING Space Energy Supercharges AI ! What it means for Nvidia, Tesla and Other AI Companies

Even experts do not know the shocking changes and huge impacts on AI stocks of Space based solar energy. The amount of energy and the speed with which it can be added is surprising. Understanding this is key to understand the future of the world economy and for what happens to AI and Technology stocks. ... Read more

Latest Comet 3I Atlas Anomolies Like the Impossible 600,000 Mile Long Sunward Tail

Comet 3I Atlas is currently ~186 million miles from Earth, which is twice the distance from the Earth to the sun. It is moving away from the Sun now but getting closer to Earth until December 19, 2025. There are more major observed anomalies that cannot be explained and break known standard comet physics. It ... Read more

Tesla Robotaxi Tracker Shows 29 in Austin

There is a Tesla Robotaxi Tracker that shows 29 cars in Austin and 97 in the SF Bay Area. This is bases upon spotting robotaxi with unique license plates. This project is an independent, community-built tool and is not affiliated with, authorized by, endorsed by, or in any way officially connected with Tesla.

Tesla Austin Robotaxi Doubling Cars in December

Tesla’s Austin Robotaxis will roughly double in December. This falls short of Musk’s earlier statement on the All in podcast of getting to 500 vehicles by year’s end in Austin. Tesla FSD 14.2 is working very well and can handle no turn on red. It is very smooth and gives relaxing drives. Tesla FSD 14.3 ... Read more

Tesla FSD 14.2 is Great and FSD 14.3 Will Complete Readiness for Unsupervised Robotaxi

TESLA FSD v14.2 is the smoothest, least hesitant, most confident version yet — a meaningful step toward unsupervised. It handles emergency vehicles well, hand gestures, it is smooth and does not have braking problems. It is judged good enough for unsupervised geofenced areas. FSD 14.2 is great The biggest remaining blockers for true door-to-door robotaxi ... Read more

SpaceX Booster 18 Catastrophic Rupture Anomaly During Proof Testing

SpaceX Booster 18 suffered an anomaly during gas system pressure testing… No propellant was on the vehicle, and engines were not yet installed. The SpaceX teams need time to investigate before they are confident of the cause. This is not unusual for a first-of-type article. SpaceX has bounced back from worse and iterates extremely quickly. ... Read more

Timeline to the World Changing

Tesla FSD 14.2 release is hugely important. It is critical to show that FSD improvement to unsupervised is on track and unsupervised robotaxi at scale will happen. Tesla started a limited rollout of Full Self-Driving (Supervised) version 14.2 via software update 2025.38.9.5 to Hardware 4 vehicles like Model Y, Model X, and Cybertruck. Key upgrades ... Read more

Blue Origin Will Increase New Glenn Thrust 15-25% and Make Rocket Bigger

Blue Origin is making huge improvements to the New Glenn rocket. In early 2026, there will be 15% more first-stage thrust and 25% upper-stage boost starting with the NG-3 flight in early 2026. They unveiled a 9×4 super-heavy version capable of over 70 tons to low Earth orbit, ideal for mega-constellations and lunar trips. New ... Read more

Livestream with Herbert – XAI $25B Saudi Deal and 2030 Space AI Plans

Elon Musk announced a major partnership between his AI company xAI and Saudi Arabia’s state-backed AI firm Humain (backed by the Suadi Public Investment Fund) to build a 500-megawatt (MW) AI data center in the kingdom. It will use Nvidia GPUs and will be xAI’s largest and first data center project outside the United States. ... Read more

Elon, Nvidia and Saudi Will Build $25 Billion, 500MW AI Data Center

Elon Musk announced a major partnership between his AI company xAI and Saudi Arabia’s state-backed AI firm Humain (backed by the Suadi Public Investment Fund) to build a 500-megawatt (MW) AI data center in the kingdom. It will use Nvidia GPUs and will be xAI’s largest and first data center project outside the United States. ... Read more

3I/Atlas Upcoming HiRise Images and Coronal Mass Ejection Impact

Tomorrow NASA finally shows their HiRise, triple current best resolution images. In ~4 days a CME (sun coronal mass ejection) is expected to slam into a now very active 3I/Atlas — potential for spectacular tail disconnection event or brightening. Harvard astrophysicist Avi Loeb explains how Tianwen-1’s high-resolution Mars-orbit imagery has refined the comet’s path with ... Read more

Tesla Robotaxi Service Access to All Apple iOS users

Tesla Robotaxi service access has officially gone wide to all Apple iOS users. @Tesla has opened access today to BOTH its ride-hailing service in the Bay Area and its Robotaxi service in Austin, Texas. People who just downloaded the app tell me they got immediate access to the service. BREAKING: Tesla Robotaxi service access has ... Read more

Tokens and Tokenization are an Important for Fundamental LLM Understanding

Tokens are the fundamental units that LLMs process. Instead of working with raw text (characters or whole words), LLMs convert input text into a sequence of numeric IDs called tokens using a model-specific tokenizer. A single token typically represents a common word like (“hello”) a subword (“un” + “derstanding”) a punctuation mark or space and ... Read more

Casey Handmer Makes a Detailed Case Why the NASA Orion Space Capsule Has 1 in 10 Chance of Crew Loss

Casey Handmer is an Australian-born physicist, engineer, entrepreneur, and pilot renowned for his pioneering work at the intersection of astrophysics and sustainable energy. Holding a PhD in general relativity from Caltech, where he also taught courses in waves, quantum mechanics, nuclear physics, and computational methods, Handmer honed his expertise through research on frontier technologies at ... Read more

Interstellar Object 3/I Atlas Has Twelve Anomalies So Far

3I/ATLAS showed a complex tail structure early this morning of November 8, 2925. It was observed at 29 degrees elongation from the Sun. In July and August , other researchers calculated that 3I Atlas is rotating about every 16 hours. How could these jets maintain their orientation if 3I/ATLAS is rotating every 16.16 hours? Images ... Read more

Microsoft Has Largest Multi-site AI Data Center at 2 Gigawatts

Microsoft EVP of Cloud + AI Scott Guthrie says the goal is to be able to 10X the AI training every 18-24 months. This likely includes maintaining the 2-4X pace of chip improvement. Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and Dwarkesh an exclusive first-look at their brand-new Fairwater 2 datacenter. Microsoft is building ... Read more

Elon Musk Talks With Ron Baron About Tesla, SpaceX and the Future

Baron reiterated his unwavering belief in Musk’s companies. Ron Baron does not expect to sell my personal Tesla or SpaceX shares in my lifetime. 65% of his personal wealth is tied to Musk’s ventures (40% in Tesla, 25% in SpaceX, and the rest in related funds like xAI). Baron highlighted Baron Capital’s has made over ... Read more

Microsoft Creates a Superintelligence Team

Mustafa Suleyman’s is CEO of Microsoft AI, and the co-founder and former head of applied AI at DeepMind. He thinks of superintelligence from a Humanist superintelligence (HSI) view. He verticalized, human-serving AI at enterprise scale—positions Microsoft. The microsoft superintelligence group is about a year old. The OpenAI agreement had to be modified to permit Microsoft ... Read more

Tesla Model Y Outsells Top 16 Other EV Models in Sales Revenue

Tesla Model Y outsells Top 15 other non-tesla EV model in sales revenue. Tesla is likely the only car company profitably selling EVs. Tesla sells cars for about $40000 versus $10000-15000 for BYD and other Chinese Car makers. China BEV sales surpassed 1.1 million per month. Tesla is selling about 150,000 per month on average ... Read more

Google Project Suncatcher to Put TPUs for AI in Space in 2027

Google Project Suncatcher is a new research moonshot to one day scale machine learning in space. Working backward from this potential future, they are exploring how an interconnected network of solar-powered satellites, equipped with our Tensor Processing Unit (TPU) AI chips, could harness the full power of the Sun. The next step is a learning ... Read more

Space Grade Chips and Hundreds of Megawatts of Solar in Space Exist Today

In 2022, AMD completed Class B qualification for the company’s first space-grade Versal™ adaptive SoCs. The XQR Versal™ AI Core XQRVC1902 devices deliver full radiation tolerance, accelerated AI inferencing and high-bandwidth signal processing performance for satellite and space applications. The completion of Class B qualification, derived from the US military specification MIL-PRF-38535. The devices to ... Read more

LiveStream in 20 Minutes on Sustainable Abundance- AI, Autonomy and Space Going Next Level. AI in Orbit. Moon Industrialization

I, Brian Wang, will be on a livestream at 10 AM PST talking about sustainable abundance. Elon Musk and other super technologists are using trillions of dollars to take AI and space to the next level. All of the major technologies are merging together. Robotaxi and reusable Starship have taken a decade but they are ... Read more

Ford is Talking About Cancelling the F-150 Lightning EV Truck

On November 6, 2025, the Wall Street Journal reported that Ford Motor executives are actively discussing the possibility of completely discontinuing production of the all-electric F-150 Lightning pickup truck. Demand has been persistently low. This would mark a dramatic reversal for Ford’s electric vehicle (EV) strategy, which had positioned the Lightning as a flagship product ... Read more

Sacks Says OpenAI is Not Too Big to Fail

David Sacks, AI and Crypto Czar, said there will be no federal bailout for AI. The U.S. has at least 5 major frontier model companies. If one fails, others will take its place. OpenAI CFO Sarah Friar said OpenAI wants the U.S. government to provide a backstop or guarantee for AI financing. Sam Altman believes ... Read more

Echostar Sells More Spectrum to SpaceX

EchoStar has sold its unpaired AWS-3 spectrum licenses to SpaceX for about $2.6 billion in stock. This follows a prior deal for $17 billion transaction for AWS-4 and H block. Echostar also announced a financial recognition of $16.5 billion impairment on 5G assets and a $3.9 billion net loss. EchoStar will manage its $11 billion ... Read more

Tesla Shareholder Meeting Vote LOCKED: 80%+ YES Will Unleash Robotaxi, TESLA to $2,000+ by 2027

Deep dive into the near-certain approval of Elon Musk’s Trillion dollar 2025 CEO pay package. Predicting an 80%+ yes vote driven by 18-20% swings from prior votes. Norway’s sovereign fund opposing despite its $10K-per-citizen windfall from Tesla’s future growth. After todays vote the robotaxi ramp. How much will robotaxi ramp drive Tesla profits andshares with ... Read more

AI Chip Are the Future of Tesla. Deep Dive on AI5, AI6, AI7 and AI8 Chips – 2027 to 2030

Tesla AI Chips Deep Dive. Tesla AI5 chips are designed to win the future of AI. The future is chips for small language models, inference, chips for distributed AI and chips for space. The Tesla plan are chips optimized for what will we be doing the most and having the most efficient AI chips. Tesla ... Read more

Elon Musk AI Will Apple Iphone, iOS and All Apps Around 2030

Elon’s predicts AI Edge Node devices will replace cellphones, apps and operating systems. Smartphones will evolve into lightweight AI inference nodes. Basic screens/audio interfaces with onboard AI serves up AI results from server-side AI like Grok or GPT. AI-Centric to deliver everything (communication, entertainment, productivity). This would be like a trusted Jarvis AI from Iron ... Read more

Blue Origin Has a Critical Flight in Three Days That Will Determine Launches in 2026

Blue Origin has a critical next flight in November for New Glenn. The second New Glenn launch is scheduled for November 7, 2025, with a launch window between 14:51 and 16:50 EST (19:51–21:50 UTC). A backup launch attempt is set for November 8. The mission will launch the NASA ESCAPADE spacecraft for Mars from Cape ... Read more