Skip to main content

Posts

Showing posts from July, 2026

If Everyone Can Do It Then No One Will Pay For it

What becomes free and abundant stops being where the money is and becomes less important. Tap water is essential and it is not an industry. If Jason is right that Deepseek and Other Open Source AI are indistinguishable for 95% of queries. The consequence is not that corporations buy hardware and run open source. 95% ... Read more

Plans to Increase Oil Through Hormuz

US Admiral Brad Cooper has presented a plan for another intensive 10-14 campaign to reduce Iran’s missiles. Ship-to-ship transfers off Oman and the UAE have surged, satellite images show tankers lining up to quietly hand off crude outside the danger zone, and Bloomberg data shows volumes climbing back toward 4–7 million barrels a day for ... Read more

Supermicro and Dell With Building Block Data Centers for SpaceX

Super Micro Computer has a complete Data Center Building Block Solutions® (DCBBS). They have a comprehensive portfolio of racks engineered specifically for mission-critical, high-density AI data center deployments. The ORv3 standard allows Supermicro to offer customers a range of racks which simplify the integration of liquid cooling solutions for high compute-density systems, resulting in a ... Read more

Report Agrees With Nextbigfuture On 8 Gigawatts SpaceX AI Data Centers by 2027-2028

FundaAI’s 8 GW framing combined with the latest Minihard/Macrohard details indicate 8GW of SpaceXAI is doable by end of 2027-mid 2028. They indicate the 8 Gigawatts of chips and the 8GW of power are available to SpaceXAI 8 GW Demand (compute/chip-order side is locked in) as FundaAI calculates demand-side power need at ~8 GW total ... Read more

SpaceX Starship Can Make Space AI Win on Cost

A quantitative model of how Starship’s cost per kilogram falls as booster life goes from 5 to 30 flights, ship life from 1 to 10, and payload from 100 to 200 tonnes — and why the last flight of every ship is the cheapest kilogram in the system. Starship will likely enter 2027 as a ... Read more

Next Generation AI is Worth Scaling

Ilya (who was the CTO of OpenAI when they made their breakthoughs) created the Safe Super Intelligence company. They are emerging to say that their research to create some next level AI is ready to scale. SSI announced a long-term strategic partnership with NVIDIA. NVIDIA is making a substantial investment in SSI that will let ... Read more

AI Investments Still Are Early

Gene Munster is a great stock market analyst. He says the recent Nasdaq selloff (~7% in July) is a healthy reset, not a breakdown. We are still in the “third inning” of AI wealth creation (not the technology rollout itself). Investors are nervous about the law of large numbers and sustainability of ultra-high growth rates, ... Read more

Details of the Tesla Superchargers, Powerwall and Cybercabs Providing Starlink Urban Coverage

SpaceX’s Direct-to-Cell service delivers wide-area coverage from orbit, but it still runs into the classic satellite limits: capacity and densification in crowded areas. The most elegant fix is already sitting in Tesla’s network — Supercharger stations and the coming Cybercab fleet. Turn Superchargers into fixed small cells and Cybercabs into mobile densifiers, backhaul the whole ... Read more

Tesla Cybercabs and Superchargers Will Act as Mini Cell Towers for SpaceX Starlink

I was wrong in thinking that SpaceX would buy 5G celltower equipment from the Echostar auction. It is the wrong equipment to get and involves paying rent to cell tower companies. SpaceX can make its own small cell systems at supercharger sites and on cybercabs. Another problem with the Dish Wireless system was that it ... Read more

Are Drone Swarms Going to Enable Big Land Gains in the Ukraine War ? Warfare Would Be Changed Forever

Ukraine’s drone campaign has already moved beyond tactical harassment. By mid-2026 it is systematically degrading Russian logistics at operational depth, particularly along the southern land corridor into Crimea and the adjacent Zaporizhzhia–Kherson approaches. The question is no longer whether drones matter. It is when the next qualitative jump — from high-volume semi-autonomous strikes to coordinated ... Read more

SpaceX Starship: The Real Path from One-Month Turnaround to Reuse Measured in Hours

The hardest remaining barrier to rapid Starship reuse is no longer engines, tanks, or even catching the vehicle. It is the heat shield. Three specific problems still dominate: Mechanical loads during ascent (vibration combined with higher dynamic pressure) Coefficient of thermal expansion mismatch — stainless steel expands far more than the silica-based tiles Plasma intrusion ... Read more

SpaceX Starship Heat Shield Analysis and Flight 14 Engine Relight Software Upgrades

SpaceX deliberately flew a more energetic / higher-dynamic-pressure reentry profile on this flight to stress the system harder than a normal return would. The vehicle survived, executed the flip and landing burn, soft-splashed, and remained intact and transmitting. Dan Huot called it “a dream scenario for the team that’s trying to get this heat shield ... Read more

TESLA FSD 15 Secrets

When did Tesla FSD 15 get installed into Robotaxi? It happened 2 month ago and Tesla slowed the unsupervised robotaxi program to reset and work with the new software. Tesla said they had 380,000 miles without notable incident, which also coincides with the amount of unsupervised robotaxi miles of the last 2 months. Clearly Tesla ... Read more

Anthropic Opus 5 Gives Frontier Performance at Half the Price

Anthropic’s Claude Opus 5 delivers near-frontier performance at roughly half the price, which is a major strategic win for them. This puts competitive pressure on OpenAI, and a clear advance of the practical frontier toward cost-efficient agentic intelligence. It sets new standards for agentic coding, knowledge work, science and business workflows. Metrics overview Opus 5 ... Read more

Multiple Legal Sub-2 Hour Marathons

There are now multiple sub-2 hour marathons. How has this happened. There are faster speeds from training, new shoes. Shorter races have shoes, clothing and track advancements. Also, multiple athletes are doing it. There used to be only ten runners able to go sub-10 second each year in the 100 meter but in the first ... Read more

OpenAI GPT 6 Escaped Sandbox to Hack HuggingFace, Chinese Model Used to Investigate

OpenAI’s own advanced AI models, probably GPT6, autonomously broke out of a restricted testing environment and launched a real-world cyberattack against Hugging Face. It did this to fulfill its directed goal to get better score on a hacking test. OpenAI publicly admitted responsibility on or around July 21–22, 2026. This is widely described as the ... Read more

SpaceX Starship Flight 13 Pushed to Friday Because of Weather

Now targeting Friday, July 24 for Starship’s thirteenth flight test, due to weather. A key objective for the flight test is to get clear imagery from the ground of Starship’s heatshield as it flies at a higher dynamic pressure during ascent, which won’t be possible with today’s weather conditions. Visibility is forecast to be ideal ... Read more

SpaceX Should Be Able to Try to Launch Starship Tomorrow

NASASpaceflight’s said the bottom line is for SpaceX to say ‘good for Thursday. Based upon was their analysis, NSF was saying that after today’s successful pre-flight test on Booster 20, SpaceX is now in a position to green-light Thursday as the next launch attempt. The test went well enough that SpaceX should declare it good ... Read more

Elon Musk APR Energy Could Beat Bloom Energy by 2028-2029?

Can APR Energy and Elon Musk out-deliver Bloom on gigawatts by 2028–2029. Yes, if the in-house hot section qualifies on schedule. That single materials milestone, not capital and not willingness to pay, is what the whole trajectory turns on. It is exactly the kind of first-principles metallurgy problem SpaceX has beaten before. However, it is ... Read more

HBM4 and Fab Limits Prevent 1,000 Vera Rubin Racks Per Day in 2026 or 2027

NVIDIA Vera Rubin is the company’s next-generation rack-scale AI platform (successor to Grace Blackwell), optimized for agentic AI workloads. It delivers up to 10x higher agentic throughput / tokens per megawatt compared to Blackwell, with major gains in efficiency, NVLink scaling, and memory bandwidth. NVIDIA announced full production ramp at GTC Taipei on June 1, ... Read more

Grok Can Now Do Way More With Natural Conversation

The big upgrade is that Grok now controls real car functions through natural conversation. Here’s what you can do Phone Calls & Media “Call John” “Play my workout playlist” “Play something upbeat” Vehicle Controls “Set temperature to 72°” or “Turn on the AC” “Make it cooler” “Open the glovebox” Ask Your Tesla “What’s my current ... Read more

What Are the Sources of Sports Performance Improvements

How has sport performance changed and what are the sources of improvement? Training is the engine for improving world record sport performance. Wearables largely makes the engine run more efficiently rather than adding independent gains. Better training and sports science remain the dominant long-term driver of elite performance — the core of “individual excellence.” New ... Read more

World Record Mile Record Could Be Under 3:42 With Upgraded Track Surfaces

The world-renowned athletic tracks installed for the Paris 2024 Olympic and Paralympic Games, the resurfacing was spearheaded by Mondo S.p.A.. They installed their state-of-the-art Mondotrack EI (Ellipse Impulse) at the Stade de France. If the world record mile run had the same conditions but had the most up to date track surface then the world ... Read more

Nature Needs Mathematics for Its Rigorous Description But is Computation at the Root of Nature

Feynman’s made a lecture and book that mathematics is needed to describe nature. It (in The Relation of Mathematics to Physics) is descriptive and he is slightly awestruck. The fundamental laws turn out to be statable in mathematics, and there’s no obvious reason they had to be. It’s the same puzzle Wigner named the “unreasonable ... Read more

Rapid Shifts in the World of AI – AI Winners Need Speed and Flexibility

Here are the 12 hottest takes from RAISE Summit Day 2. 1. Qasar Younis (Applied Intuition) There will be a pullback. The current level of spending on models, employees, and general opulence in AI companies is unsustainable. We’re in the “opulence phase” of the bubble, and cycles move faster than people think. He referenced the ... Read more

SpaceX Is Secretly Winning the AI War on Earth — $82 Billion Run Rate Incoming

A highly detailed, month-by-month financial model for xAI/SpaceX’s AI data center leasing business. This highlights three existing major leasing deals already in place:Google deal ramping to nearly $1 billion per month (fully online by October) and predicts 1–2 additional major leasing deals will be announced before the end of the year (2026). This could push ... Read more

AI Progress Just Became Predictable. Here’s the Machine Behind It

AI progress has returned to predictable, substantial leaps. The key isn’t just making models bigger. It’s mastering data quality, building synthetic data factories, and creating fast verification loops in domains like math and programming. Where you can reliably check whether an output is correct (compiling code, solving math problems, running simulations), you unlock rapid compounding ... Read more

Alphafold is Evidence of a Computational Universe

Standard view treats physics as fundamental — matter, energy, fields — with information as merely a description we lay on top. Google Deepmind Demis Hassabis inverts this. Prior physicists John Wheeler’s “it from bit”, Konrad Zuse’s and Ed Fredkin’s digital physics also view information and computation are the bedrock. Matter/energy are what information looks like ... Read more

We Will Have an AI Agent First Web that Takes Content and Screws Creators

Demis says the web will change significantly into an agent-first web. AI agents won’t need human-style visual renders and interfaces the way people currently do. What happens if he’s right and What does this mean ? Web designed to work with AI Agents is a disruption that will cascades through everything built on the human-attention ... Read more

SpaceX Fourth Quarter 2026 Could Show Cashflow Positive

SpaceXAI has a huge fourth quarter in 2026. It will most be revealed in the November, 2026 earning call. Google’s $920M/month lease hits its full rate on October 1. Anthropic and Reflection are already paying. For the first time, three signed compute contracts run at full freight in the same quarter, against a facility whose ... Read more

US Navy Blinds Iran Radar So Ships Can Pass Strait of Hormuz

U.S. did not need to dominate the water itself to break Iran’s ability to control or blockade the strait of Hormu. The US Navy blinded Iran’s military by destroying or jamming their ability to see and target ships — especially large commercial tankers. A video shows specific high-risk transit of a 1,000-foot supertanker through the ... Read more

Adding and Removing Atoms and Molecules Shown

A new paper provides clear, reproducible proof-of-concept for subtractive mechanosynthesis on silicon. It is not yet a complete minimal toolset”demonstration on diamond surfaces, but it validates the core principles of selective, mechanically driven atom abstraction and shows how molecular tool design can control reaction outcome. Together with the additive C₂ donation results, it represents the ... Read more

Substantial Practical Early Molecular Nanotechnology Tool System Using Inverted Mode STM

There is almost 1000 pages on the papers describing the work and plan for creating molecular manufacturing workstations. This work (primarily the 2026 CBN Nano paper and the closely related inverted-mode STM paper arXiv:2512.24431) demonstrates a substantial, practical portion of the early tool system needed for a Molecular Workstation as outlined in rep059.pdf (Molecular Workstation ... Read more

US Navy Uses Speed Boat Sized Drone Ships to Attack Iran and Destroyed a Submarine

Yesterday, using multiple one-way attack surface drones, CENTCOM forces successfully struck a submarine and ship maintenance facility in Iran. Three Corsair unmanned surface vessels hit the port at Bandar Abbas Naval Base, marking the first time American forces have employed sea drones in combat operations. Last night’s strikes degraded Iran’s ability to continue attacking commercial ... Read more

SpaceX Starship Flight 13 in 3 Days – Thursday July 13

SpaceX Starship Critical Path is part of an ongoing Starship series which follows SpaceX engineers through the final days before launch of the first Starship V3 and the challenges that come with development of the world’s most powerful and fully reusable rocket. Building a rocket (or launch pad) is extremely complex, so teams must constantly ... Read more

HIGH Reasoning Sweet Spot for Anthropic Fable and OpenAI GPT 5.6

High reasoning seems to be the sweet spot of value for Anthropic Fable and OpenAI GPT 5.6. Key GTP 5.6 Sol Problems Theo Highlights That Are Similar for Anthropic Fable GPT-5.6 Sol is excellent (strong agentic coding, long-horizon tasks) but much more persistent—it keeps going instead of stopping early like GPT-5.5, leading to unpredictable and ... Read more

XAI Grok 4.5 Tracking Against Anthropic Opus 4.8

SpaceXAI Grok 4.5 is benching as good as or better than Anthropic Opus 4.7 and 4.8 at about half the cost. After only five days it is tracking to about 15% of Anthropic Opus 4.8 in usage per Openrouter. Grok 4.5 is growing in usage. The performance and AI youtube reviews indicate that XAI Grok ... Read more

SpaceX Will Be Worth More Than Earth. NOT CRAZY. Here’s the Actual Math

Can a company outgrow Earth’s economy? The claim is not crazy on long timescales. Saudi Aramco already approximates a whole nation’s economy, tech megacaps now dwarf the entire stock market of 15 years ago, and history shows step-changes in growth (0.3% agrarian → 2-3% industrial). North America’s economy became larger than the economy of Europe. ... Read more

1X Neo Humanoid Robotics Hands Match Human Capability

Ix Tech Neo has a breakthrough 25 Degree of Freedom (DOF), tendon-driven hands for the NEO humanoid platform– achieving near human-level dexterity, strength, safety, and reliability. They will mass produce them. These hands are designed to do something fundamental: remove the hardware ceiling on what humanoid robots can actually do, and make data the only ... Read more

SpaceX Could Turn Dish’s Abandoned 5G Network into the Ultimate Hybrid Mobile System

SpaceX can own both the world’s largest satellite constellation and they could buy a ready-made network of 24,000 cell towers covering 80% of the American population. That combination would create something no mobile carrier has ever has which is high-speed 5G in cities plus continuous 5G coverage everywhere else from space. This is not science ... Read more

AI Youtuber Confirms SpaceXAI Caught up to Opus 4.8

Wes Roth opens the video by announcing that Grok 4.5 has officially gone live to the public after strong internal beta testing at SpaceX and Tesla. He explains that the model is positioned as an Opus-class system but stands out for being significantly faster, more token-efficient, and cheaper to run. The introduction highlights how Grok ... Read more

SpaceXAI Releases Grok 4.5 and It is Better than Open 4.8 on Software Benchmark

SpaceXAI Grok 4.5 is built for real-world engineering. It excels in large codebases and handles long-running tasks that span multiple repositories, hundreds of skills, and a variety of tools. Grok 4.5 is efficient and fast. It uses half as many tokens per task, delivers higher tokens per second, and costs less than half as much ... Read more

BOMBSHELLS In Morgan Stanley Adam Jonas SpaceX Analysis Up to 2028 or 2030

Morgan Stanley has an interesting 142 page report on SpaceX that has several material inconsistencies between its high-level assumptions about orbital compute scale, mass/payload, capex, and monetization and the known technical specifications for Starship launches, satellite power density, and real-world AI compute deals. However, we can set aside agreeing about the AI data centers in ... Read more

SpaceXAI Releasing Grok 4.5 Today

SpaceXAI will make Grok 4.5 available to the public today. Elon says it is an Opus-class model, but faster, more token-efficient and lower cost. Based on strong positive feedback from customers in our beta test program, @SpaceXAI will make Grok 4.5 available to the public tomorrow. It is an Opus-class model, but faster, more token-efficient ... Read more

More Pentagon Satellite Contracts for SpaceX and New Cursor Model Tomorrow

BREAKING: The Pentagon has awarded SpaceX two of its biggest satellite contracts worth ~$6.5B • $4.16B for AMTI satellite constellation• $2.29B for Space Data Network• Builds military surveillance + space-based communications• For next-gen missile defense, per SpaceNews pic.twitter.com/c9GhFegiWg — DogeDesigner (@cb_doge) July 7, 2026 BREAKING: SpaceXAI plans to launch a new model with Cursor as ... Read more

SpaceX Files with FCC for 100,000 V3 Satellite Constellation to 100X Bandwidth

SpaceX has officially requested FCC approval to launch and operate a third-generation satellite constellation of 100,000 satellites, designed to power human connectivity and AI-fueled progress. SpaceX communication satellites will scale to a 100x increase in bandwidth. It will 50x cheaper $/Gbps when launched using starship. The buildout was accelerated by up to 2 years by ... Read more

Next Tesla Earnings Call Will Be Double

Tesla had its best-ever Q2 vehicle deliveries and there will be strong FSD sales. FSD V14-lite is rolling out to Hardware 3 vehicles and there will be more FSD sales in China and Europe. This is expected to significantly boost subscription revenue and improve used car resale values. The +34% QoQ delivery has fixed‑cost absorption ... Read more

Tesla Will Make More from AI Than Robotaxi

AI data centers and compute represent a much bigger and faster-growing opportunity for Tesla than robotaxis. AI can generate $50–100 billion in annual revenue per gigawatt of power — dramatically outpacing typical robotaxi economics. Massive Untapped Grid Capacity The U.S. grid can unlock tens to ~100 GW of new AI data center load without building ... Read more

Make AI Inclusive for Everyone

What if the AI revolution didn’t just make a handful of companies insanely rich — but actually lifted up young workers, families, and small businesses across America? We need a pro-growth, pro-family, pro-entrepreneur tax plan that puts broad AI participation at the center of a sustainable economic boom. The 5 Pillars of the Plan Keep ... Read more

Pro-growth, pro-family, pro-entrepreneur tax plan- Keep Your Check and Broad AI Participation for a Sustainable Boom

A pro-growth, pro-family, pro-entrepreneur tax plan that keeps the AI economy broadly owned — and therefore politically and socially sustainable. This is a Nextbigfuture, Brian Wang proposal for broadening AI participation. The strategic bet, you don’t beat the appeal of confiscatory, anti-market politics by arguing against it. You beat it by giving the people most ... Read more

BYD Sells the Most Battery Electric Cars Again

BYD regained the global lead in battery electric vehicle (BEV) sales in Q2 2026 (April–June) by selling 557,090 passenger BEVs compared to Tesla’s 480,126 deliveries. BYD’s Q2 performance was a solid sequential rebound (strong QoQ growth) after a weak start to 2026, but still slightly down YoY overall. The main forcus is overseas sales to ... Read more

TESLA Growth is Back and GLOBAL AI Energy Empire No One’s Talking Will Be HUGE

This is what most Tesla shareholders are still missing. Tesla/SpaceX/xAI have a massive advantage in power (natural gas turbines + solar + batteries + Virtual Power Plants). They’re turning AI data centers into modular “Megapods” — factory-built Lego blocks that can be deployed extremely fast. xAI’s Colossus is already scaling aggressively with behind-the-meter power. Tesla ... Read more

TESLA and SPACEX Can Get100 GIGAWATTS of Power for AI Data Centers Using Modular Power and AI

Duke “Rethinking Load Growth” reports that having a flexible energy demand during 3 peak hours unlocks 20% more overall power. Curtailing just ~0.5–1% of annual energy could unlock on the order of 76–100 GW of new load on today’s US grid. This is how Tesla, SpaceX and XAI can use virtual power plants, batteries to ... Read more

Discussing the Future of AI With Warren Redlich

Anthropic AI Revenue I, Brian, describe the explosive revenue and usage growth of frontier AI companies. Anthropic’s revenue reportedly jumped dramatically (from ~$1B to $10B ARR, then to a $50B annual run-rate) thanks to new models like Opus 4.5 and now Fable. Demand is massively outstripping supply (reportedly 5x more demand than available compute), which ... Read more

Huge Tesla Delivery Beat Likely for Tomorrow

The IR-compiled delivery consensus is 406,024. This should get beaten by 60,000-80,000 cars. Tesla vehicle shipments – Part 2 Kalshi also moving much higher. My number is 490k plus for shipments, with an absolute minimum of 475k. Kalshi (directional "Above X" markets) Above 460k: ~65% (up sharply, e.g., +24 points in recent data).kalshi.com Above 470k: ... Read more