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Showing posts from January, 2026

XAI Grok 4.20 Delayed to Mid-February

Elon Musk had talked about getting XAI Grok 4.20 out by the end of 2025. It has now been pushed back to mid-February. It will be two months late (or more). It has more training so it will likely be a better model than what would have been released two months ago. There is also ... Read more

Waymo Hits Child in Santa Monica

On January 23 around 7:40 a.m. near Grant Elementary School, Santa Monica Waymo’s driverless Jaguar I-Pace hit a child who ran from behind a double-parked SUV amid crossing guards and stopped cars. The vehicle braked from 17 mph to under 6 mph before minor-impact contact, then called 911 and stayed until police cleared it; the ... Read more

Tesla Robotaxi Versus Waymo

Tesla is now reporting the paid robotaxi miles in the quarterly. It was about 200,000 miles in December. Tesla now has 500+ cars in Austin and SF Bay Area and is doubling each month (verbally reported as the number of robotaxi and the goal to increase on earnings call). A fleet of 2,000 cars in ... Read more

Tesla Completing Not Just a Car Company Transformation

Tesla Q4 2025 Earnings Analysis – Most important earnings call in Tesla history – not just for Tesla, but any company – Stock hit $450 briefly, pulled back to $440 post-call – Strong profitability despite 16% fewer deliveries Q3→Q4 – Higher profit margin: 18% → 21% gross margin – Beat expectations: 50¢ vs 44¢ expected ... Read more

Tesla Q4 Earnings Call, Microsoft and Meta Earnings

Tesla has an earnings call today. Q4 Shareholder Update → https://t.co/rd0ILdq7Hj — Highlights 2025 marked a critical year for Tesla as we further expanded our mission & continued our transition from a hardware-centric business to a physical AI company. We also laid the foundation for the future of Tesla by… pic.twitter.com/UqYYoCFkIR — Tesla (@Tesla) January ... Read more

Microsoft Maya 200

, the Maia 200 packs 140+ billion transistors, 216 GB of HBM3E, and a massive 272 MB of on-chip SRAM to tackle the efficiency crisis in real-time inference. Hyperscalers prioritize inference efficiency and cost (40-50% reductions). By 2028, custom ASICs could capture 20-30% market from Nvidia’s ~90%, with total AI chip sales ~$975B in 2026. ... Read more

Profitable AI Data Build Could Be an Enduring Mobilization With 18+% GDP Growth

World GDP has been doubling every 25 years for last 100 years even after adjusting for inflation. This means we would be expecting 3 doublings from 2025-2100. However, the world appear to be seeing changing and accelerating technology. Doubling every 25 years is 3% real GDP growth each year. There is already Atlanta Fed reserve ... Read more

Sign up for Meetings to Discuss Deep Tech

If you are interested in talking about SpaceX and AI data centers in space as deep tech trends you can sign up or book a calendly. Full disclosure: I’m working with a wealth management firm and will soon be a certified advisor (Series 65 pending). This is not investment advice, solicitation, or an offer to ... Read more

AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?

Future of AI copilots and agents, impact on white collar work Nadella discusses Microsoft’s Copilot evolution: started with GitHub Copilot (code suggestions), expanded to desktop/Windows, and now includes chat, actions, and autonomous agents (foreground/background, local/cloud). He uses coding as the prime knowledge-work example: from next-edit suggestions → chat → actions → full agents. Vision: AI ... Read more

RoboEverything – 10X More Production and Throughput at 10X Lower Costs

We need to reinvent and rebuild the world’s factories, warehouses, supply chain and systems where AI and automation can integrate, move and track everything. We need to do this from first principles. We will have more than just a future of robotaxi. We will have roboeverything. In a future dominated by drones, Optimus-like humanoid robots, ... Read more

JChristina Describes SpaceX Robot Construction for Mass Production of Starship Block 3

SpaceX’s Starship Block 3 (aka Version 3 or V3) is a huge shift from prototyping to scalable mass production. SpaceX is focusing on enhancing reliability, reducing costs, and enabling high-volume manufacturing to support ambitious goals like frequent Mars missions and expanding the Starlink constellation. Key advancements include automated assembly processes, particularly for the heat shield ... Read more

Tesla AI Secrets

Atlanta Fed GDPNow shows real GDP growth at 5.4% (Q4 2025/early 2026 tracking), far above recent norms, driven by AI data center buildouts (0.5–1% contribution), productivity gains from LLMs, factory investments, and Trump-era policies/deals. Sustained high growth (5–8%+ real GDP) if AI investment continues without a bubble pop, comparing it to 1990s internet boom or ... Read more

BREAKING – TESLA Removes Safety Monitor in Austin – Unsupervised Robotaxi

Just started Tesla Robotaxi drives in Austin with no safety monitor in the car. Congrats to the @Tesla_AI team! If you’re interested in solving real-world AI, which is likely to lead to AGI imo, join Tesla AI. Solving real-world AI for Optimus will be 100X harder than cars. Just started Tesla Robotaxi drives in Austin ... Read more

What happens to GDP Growth & World Economy in a Real AI Boom ?

Federal Reserve GDPNow tracking at 5.4% real GDP growth – Up from first week of January, holding between 5.1-5.4% – Historically within 0.5% accuracy of official BEA numbers – Late 90s had similar growth from telecom/fiber capex spending – Current AI data center buildout creating parallel infrastructure investment Sustained growth potential – AI spending: $400B ... Read more

Greenland Framework Pauses Tariffs

Greenland framework, announced by President Trump on January 21, 2026, following a meeting with NATO Secretary General Mark Rutte at the World Economic Forum in Davos, Switzerland, is described as a preliminary outline or concept of a deal for future negotiations concerning Greenland and broader Arctic security. It is not a finalized agreement but sets ... Read more

Tesla and XAI’s Digital Agent Strategy

XAI’s Digital Agent Strategy – Target markets: $100B opportunities (Microsoft Office suite, operating systems) – Implementation phases: 1. Internal XAI automation first 2. Expand to other Musk companies (SpaceX, Tesla, Neuralink) 3. External customer rollout – Technical approach: Small, efficient agents (100-200 watts) vs large models – Reinforcement learning agents with full computer use capability ... Read more

AGI Needs World Models and State of World Models

Demis Hassabis, Google Deepmind CEO, just told the AI world that ChatGPT’s path needs a world model. OpenAI and Google and XAI and Anthropic are all using the LLM (Large Language Model Approach). Google Genie 3 system, released last August, generates interactive 3D environments from text. CHAPTERS: 05:26 Demis Hassabis on AI’s Current Capabilities and ... Read more

Atlanta Federal Reserve Estimates USA GDP at 5.3% and is Ahead of China

The latest GDPNow USA GPD estimate is 5.3 percent — January 14, 2026. U.S. Commerce Secretary Howard Lutnick said on Tuesday he expected first quarter GDP growth in the United States would exceed 5% in the first quarter of 2026, adding that its interest rates were too high and were holding back stronger growth. The ... Read more

Tens of Millions of Virtual Workers This Year from XAI

A general desktop emulator (like xAI’s Macrohard, which emulates keystrokes, mouse movements, and screen interactions) could vastly expand beyond VBScript/Unix scripting, which are limited to command-line or basic API tasks. Such a system automates any UI-based workflow without code changes or integrations, mimicking human behavior across apps (browsers, legacy software, ERPs). What It Could Do ... Read more

On the Verge of Superintelligence, Musk Sues OpenAI to Cripple Their Financing

Musk Lawsuit seeks to block full for-profit conversion and potentially disrupt Microsoft ties. Evidence shows intent to breach early agreements. Even if OpenAI wins the 2026 trial, discovery exposes emails/intents/depositions → creates investor uncertainty and could delay fundraising and slow them in the AI race. AI Model Breakthroughs (Grok-4.2, GPT-5.2, etc.)Models like xAI’s Grok-4.2 and ... Read more

Denmark and USA Have Working Group on Some Kind of Greenland Deal

US secretary of state Marco Rubio is expected to prepare a proposal to buy Greenland for $700 billion, NBC reports. January 14, 2026 Meeting, Vice President JD Vance and Secretary of State Marco Rubio met with Danish Foreign Minister Lars Løkke Rasmussen and Greenland’s Foreign Minister Vivian Motzfeldt at the White House. No deal was ... Read more

Lockheed and GE Test Hypersonic Engine

GE and Lockheed ground tested a new air-breathing hypersonic jet engine capable of powering missiles to speeds well in excess of Mach 5 in a smaller, cheaper, lighter, and more efficient package than the most advanced scramjets in testing today. It is a rotating detonating engine. They did ground tests of a liquid-fueled rotating detonation ... Read more

Cloudflare, X and Other Things Down Today

Cloudflare operates as a content delivery network and distributed DNS (domain name server) and it is down this morning. This is causing many other sites to be down like X. Its services protect website owners from peak loads, comment spam attacks and DDoS (distributed denial of service) attacks.

Nextbigfuture Grokipedia Entry and Influence and Early Insights on Deep Tech Winners

XAI has created Grokipedia and Grokipedia has a Nextbigfuture article. Nextbigfuture provided early coverage of Companies that Become deep tech Unicorns. Dozens of top Nucleqr fission and Fusion, quantum computer and Space Companies before They Became Billion $ Unicorns. There has been a surge in Grokipedia traffic to approximately 3.5 million daily visits, representing a ... Read more

Venture Capital in the World of AI

a16z cofounders Marc Andreessen and Ben Horowitz join a16z general partner Erik Torenberg and Not Boring founder Packy McCormick for a discussion on the evolution of the media and information ecosystem over the past decade. The conversation explores shifts toward open, decentralized speech, the rise of creator-led platforms like Substack, and the decline of centralized ... Read more

Startup Substrate Could Enable the Age of XRay Lithography for sub-Nanometer Chips

Startup Substrate is building next-generation semiconductor fabs using advanced X-ray lithography. This goes beyond extreme ultraviolet 13.5 nanometer wavelengths down to 0.01 nanometers. At the core of Substrate’s technology is a custom particle accelerator which propels electrons (produced by an unknown emitter) to near the speed of light using radio-frequency cavities. As these electrons pass ... Read more

5 Legal Issues Likely to Arise Due to AI

Artificial intelligence is no longer the preserve of science fiction films and novels. The disruptive technology provides efficiency and innovation, but it also raises questions about the law. Consider these five important legal issues rearing their ugly heads as AI continues to develop. 1. Ownership and Authorship of Intellectual Property One of the most urgent ... Read more

Elon Says SpaceX’s core purpose is to make Star Trek Real

Elon says SpaceX’s core purpose is to make Star Trek real. US government and SpaceX will turn science fiction into science fact. — xAI’s Grok will join GenAI.mil and go live later this month. –The world’s leading AI models (including Grok and Gemini) available on every unclassified and classified network across the department — long ... Read more

USA Stealth Drones and Special Operations Give Military Domination

Operation Absolute Resolve was like the US Dream Team of Basketball Domination. It was like Shaq and Jordan in their prime versus a High School Squad. It was a wake-up call for China and Russia. It was a stunning display of military prowess and intelligence and drone infiltration and sabotage. Recent events in the Russia-Ukraine ... Read more

Details of the Delta Force Raid that Captured Maduro in Venezuela

How U.S. Military Captured Nicolás Maduro Inside Operation Absolute Resolve (January 3, 2026) On January 3, 2026, U.S. special operations forces executed Operation Absolute Resolve, a daring nighttime raid that resulted in the capture of Venezuelan President Nicolás Maduro from the heavily fortified Fort Tiuna military complex south of Caracas.The operation combined months of intelligence ... Read more

US 6% GDP Plan for 2026

Lutnick predicts that after a low GDP read in the 4th quarter because of the furloughs of federal workers. He disagrees with how this is measuered. Q1 and Q2 should have 5.X% GDP growth with 30 major new construction projects, new factories from the start of the $18 trillion in investment commitments. If the rate ... Read more

All In Podcast 2026 Predictions

Main predictions are that US GDP will be 4-6.2% in 2026. Chamath had a wildcard (longshot) that SpaceX would not IPO but have a reverse merger with Tesla. Biggest Political Winner (12:27) David Friedberg — Democratic Socialists of America (DSA) solidifies takeover of Democratic Party (like MAGA did for GOP) rise of collectivism. Jason Calacanis ... Read more

Boring Company Vegas Expansion Plans and Adding Robovan in 2028-2029

Elon Musk’s Boring Company will soon open new tunnels that will link new stations and will add Robovan around 2027-2028. Current Expansion Plans TBC’s core strategy is building small-diameter tunnels (12-14 feet) for Tesla vehicles, enabling point-to-point transport at speeds up to 150 mph. This contrasts with traditional subways by being cheaper (target: $10M/mile vs. ... Read more

FCC Approves Another 15,000 SpaceX Starlink Satellites

The FCC authorized SpaceX to deploy & operate up to 15,000 next-gen satellites — enabling even better, faster, and more advanced Internet services in the country. President Trump is restoring America’s technology leadership. NEW today, the FCC authorized SpaceX to deploy & operate up to 15,000 next-gen satellites — enabling even better, faster, and more ... Read more

2026 is The year of the Singularity

The 2026 Timeline: AGI Arrival, Safety Concerns, Robotaxi Fleets This podcast episode, hosted by Peter H. Diamandis on the Moonshots Podcast has Salim Ismail (founder of OpenExO), Dave Blundin (founder & GP of Link Ventures), and Dr. Alexander Wissner-Gross (computer scientist and founder of Reified). The discussion explores the rapid acceleration toward Artificial General Intelligence ... Read more

Exponential Future Revealed by Elon Musk

True AGI expected in 2026 (possibly 2027), with superintelligence by ~2030 surpassing all human intelligence combined. 100X Intelligence density increase will reduce the HBM memory bottleneck. 10X AI gains every year going forward. Reusable rockets will be 30 times faster than planes, move more cargo and there will ten times more giant rockets than large ... Read more

xAI Has Raised $20 Billion and Has About $235 Post Money Valuation

xAI completed its upsized Series E funding round, exceeding the $15 billion targeted round size, and raised $20 billion. Investors participating in the round include Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX and Baron Capital Group, amongst other key partners. Strategic investors in the round include NVIDIA and ... Read more

Elon Musk Expects True AGI in 2026-2027 and Superintelligence About 2030

Elon Musk is very optimismi about AI + robotics leading to an age of extreme abundance. He sees a Star Trek future and not Terminator. The next 3–7 year transition will be very bumpy, potentially causing massive social unrest despite rising prosperity. AI and robotics is a supersonic tsunami that is already accelerating, no off-switch, ... Read more

Nvidia CEO Jensen Huang CES 2026 Keynote – Next Gen Rueben GPU in Full Production. 5X Blackwell FP

Jensen Huang revealed that latest Nvidia technology and applications including the new Ruben GPU chips. Vera Rubin addresses skyrocketing AI computation demand (models 10x larger yearly, reasoning adds compute). Post-training uses reinforcement learning and inference is multi-token. Tokens use increase 5x yearly. Costs decline 10x yearly due to race. NEWS: Nvidia has released a new ... Read more

the US Two Hour War With Venezuela is Finally Over

The US is getting faster at war. There was previously the 12 day war with Iran and now a 2 hour war with Venezuela. USA getting faster at war. 12 day war with Iran and now a 2 hour war with Venezuela @elonmusk @stevenmarkryan @benshapiro @RandyWKirk1 @WR4NYGov @ScottAdamsSays pic.twitter.com/8jk88GO08C — nextbigfuture (@nextbigfuture) January 3, 2026 ... Read more