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Showing posts from August, 2026

What Purpose Can We Create if AI Replaces Current Jobs and Work?

Thomas Sowell has made many deep insights into humanity and the history of society. Thomas Sowell, born 1930, is an economist trained at Chicago. He was a Marxist until his mid-twenties, and cured of it not by theory but by a summer working inside the U.S. Department of Labor. He watched the agency’s institutional interest ... Read more

AI Data Centers Can Subsidize Electricity for Host Cities

An AI data center needs enormous amounts of electricity. Building power plants is expensive, but it gets cheaper per unit as you build bigger. A developer could deliberately build more generation than the data center needs, then sell the surplus at lower cost into the surrounding city. If the surplus is cheap enough, residents’ bills ... Read more

This Week in AI Progress – On the Way to Another 100X in 22 Months

Key points in rapid AI progress, A secretive “ox alpha” model (widely suspected to be the latest Chinese GLM open-source model) shows strong coding gains (~80% on a tough benchmark vs. the 60s for Claude/GPT-style models). Nvidia + a new “harness” hit a perfect 100% on ARC-AGI-3. Intelligence-density progress Chinese Qwen-style 27B models already match ... Read more

New Age of AI and Medicine Starts With WORLDCHANGING Progress Against Cancer

The Moderna breakthrough to reduce the re-occurrence of cancer is just the beginning. It is evidence that claims from the leaders of AI like Dario of Anthropic and Demis Hassabis that AI could all disease within ten years or that almost all cancer will be eliminated will become true. Those who are wondering what benefits ... Read more

Tesla Cybercab Launch in 12 Days

Tesla Cybercab will launch in 12 days. They will start putting the Cybercabs into the robotaxi fleets in Austin and elsewhere. We will see what other announcements will be made on the rollout schedules and plans. pic.twitter.com/yChZnEzwZf — Tesla (@Tesla) August 22, 2026

ShieldAI XBAT Drone Fighters Can Give A Fighter Drone Wing to Every US Destroyer

Shield AI states that three X-BATs (with their Launch and Recovery Vehicles / LRVs) fit in the deck space of one legacy fighter or helicopter. Arleigh Burke-class destroyers have a flight deck + dual hangars designed for up to two MH-60R Seahawk helicopters. They could each hold six X-BATS in the space used for two ... Read more

Midjourney Plan to Make MRI Level Ultrasound Using AI Enhancement

Midjourney, best known for its AI-powered image generation platform, has announced Midjourney Medical to make full-body imaging system to scan a person in just 60 seconds while delivering image quality comparable to MRI. The scanner is based on Butterfly Network ultrasound chips rather than Magnetic Resonance Imaging (MRI), potentially making it significantly faster and less ... Read more

Not Yet AI Curing Cancer But Validating Gains Can Be Made

The Moderna Neoantigen selection. A tumor carries thousands of mutations. Only a handful produce peptides that get presented on MHC and recognized by T cells. Moderna’s pipeline takes next-generation sequencing data from tumor and blood samples, reviews the genetic mutations, and predicts up to 34 neoantigens most likely to elicit an immune response. That’s the ... Read more

Major Progress to Curing Cancer From Moderna Melanoma Vaccine

Moderna is up 130% today with success of a phase 3 trial on AI Assisted personalized MRNA cancer treatment. Major Progress to Curing Cancer From Moderna Melanoma Vaccine. Phase 2 showed 50-60% reduction in cancer deaths, but pathway to personalized AI cancer treatments. This is freaking huge: For the first time, a AI-assisted personalized mRNA ... Read more

Some Switching to Grok Bot and SuperGrok Tier

There are reports that some power users are switching from Claude to SpaceXAI’s $300 SuperGrok Heavy tier. They cite slowdowns in models like Fable 5 and Sonnet 5 amid Anthropic’s usage boost ending August 19. They praise Grok 4.6 for its balance of intelligence and lower per-task costs on agentic tasks. Grok Bot adds always-on ... Read more

Scaling AI and Getting More Efficient

Kaplan/Chinchilla scaling laws provide a broad description of the resources needed to improve AI. The measured relationship is that loss falls as a power law in compute: L ≈ L∞ + A·C^(-α), with α somewhere around 0.05–0.07 for language models. Each halving of excess loss costs roughly 10–1000x more compute depending on the exponent. Converting ... Read more

Tesla Cybercab Launch Day in September

Tesla will be inviting people to a September Cybercab launch day. Ride in Robotaxi through 8/23 for a shot to attend our Cybercab launch event. More rides = better odds. This will be no steering wheel Cybercab for robotaxi and they will sell Cybercabs as well. Ride in Robotaxi through 8/23 for a shot to ... Read more

Grok Bot Is the Easiest No-Code AI Agent With One Authorization for All Bots

Grokbot is the easiest no-code agent platform. It is an app that gives non-technical users real agent capabilities right away. It is an entire small company inside one application. Every item in the sidebar is a named, persistent teammate (bot) with an ongoing role. All of the bots share one dedicated cloud computer that belongs ... Read more

XAI Grok 4.6 is Third Place But Close to OpenAI and Anthropic

Theo is a developer and founder heavily involved with agentic coding tools, T3 Code, Cursor integrations, and AI model testing. He reviews xAI’s newly released Grok 4.6. He notes xAI has accelerated dramatically since acquiring Cursor, moving from long dry spells to rapid back-to-back releases. Grok 4.6 It is not a new pre-train but a ... Read more

Forecasting AI, Harnesses, Applications, and Tools in 3–6 Months

November 2026 and Feb 2027 projections by extrapolating the recent doubling rates. Doubling times are taking ~4 months for the amount of human work time AI can perform. Another ~1.5–2× (3 months) to ~2–4× (6 months) increase in effective time horizon is a reasonable baseline expectation if trends hold. This points toward reliable multi-day (or ... Read more

Updated SpaceX Catalysts

SpaceXAI Grok 4.6 is a major release that is by the frontier and competitive with OpenaI GPT 5.6. This is one of the major points on my list of SpaceX Stock Catalysts. Some of the items like Grok 4.7 are adjusted to the new later schedule. SpaceXAI Grok 4.6 is on the terminal bench leaderboard ... Read more

Elon Claims SpaceXAI Grok 4.7 Will Surpass All Current Models

Cognition Labs reports Grok 4.6 (available in Devin) is a significant improvement over 4.5, surpassing GPT-5.6 Sol while trailing only Opus 5 and Fable 5. Grok 4.6 (the 1.5T-parameter model with improved supervised fine-tuning and reinforcement learning) launched and is competitive at the frontier. Grok 4.7 is the larger ~2.1T-parameter model. Initial training is complete. ... Read more

Microsoft Will Lease 3+ Gigawatts of AI Data Center from SpaceX in 2027

Microsoft has already signed 10GW of AI data center contracts year-to-date for over $300B of total contract value, but those contribute to late-2027 and 2028 capacity, leaving a near-term gap to fill. Semianalysis has calculated the tokenomics of OpenAI and Anthropic at $100 billion per year per gigawatt. Microsoft can also monetize at $100 Billion ... Read more

What Contracted Power Actually Means and What is Available for New Contracts

It is a procurement metric, not a sales metric. There are three separate stacks and the industry deliberately blurs them. CoreWeave’s 3.5 GW contracted power and its $99.4B backlog are two different books. How tightly is the second mapped onto the first. They are very tightly, by design, because layer 3 is the collateral for ... Read more

Semianalysis Agrees With NextBigfuture $300B Per Year for SpaceX by End of 2027

Semianalysis agrees with my analysis of SpaceX getting up to $300 Billion per year by end of 2027. Spot prices are higher. The AI lease rates make sense. Coreweave and Nebius are spreading out fixed premium GPUs annual prices but requiring 5 year lockin. 5 years for $100 billion but not available during the next ... Read more

Terafab Rendered in a Video

Terafab will close the gap between today’s chip production and the future’s demand — a future among the stars. Terafab Texas will be the largest and most valuable building on Earth by far. And it will be stunningly beautiful. pic.twitter.com/4NweOqTL7y — Elon Musk (@elonmusk) August 6, 2026 Sequoia's @shaunmmaguire explains why @elonmusk's Terafab is massively ... Read more

Prime Intellect Recursive Language Model

Recursive Language Models (RLMs) are a general inference paradigm that treats long prompts as part of an external environment and allows the LLM to programmatically examine, decompose, and recursively call itself over snippets of the prompt. RLMs can successfully process inputs more than an order of magnitude beyond model context window limits and, even for ... Read more

Hitting and Breaking Ceilings and the Slope

What a 23% kernel speedup tells us about whether AI can improve itself and how to quantify the gains. In 2025, Google DeepMind’s AlphaEvolve, an AI system that discovers algorithms, found a way to make a FlashAttention kernel run 23% faster. This was a great result but it was not the beginning of a runaway ... Read more

Understanding Different AI Data Center Leasing Prices and Categories

The high $50 Billion per GW lease rates for xAI/SpaceX Colossus and similar premium, immediately available AI clusters are for scarce of ready-to-use, large-scale coherent GPU capacity. Kevin Pathrath’s is wrong about a conspiracy. He is comparing against different types of data center. The $2.7M/MW ($2.7 billion per gigwatt build figure is shell-only and brownfield. ... Read more

Self Improving Harness – Self-improving coding and research agent

Prime Agent is an open-source self-improving coding and research agent (harness) released by Prime Intellect on August 5, 2026. It is built for coding workflows and long-running autonomous tasks. It combines a Recursive Language Model (RLM) runtime with a Continual Harness, emphasizing token efficiency and expressiveness through programmatic tool calling, treating context as a variable, ... Read more

Are Top AI Talent Leaving Google to Apply AGI and ASI for Giant Leaps in Science

Demis Hassabis is changing to a new role as Chair of Google DeepMind & Chief Scientist of Alphabet. This will allow him to focus on long-term strategy, and accelerating scientific breakthroughs, including leaning into my work at Isomorphic to help cure disease. koraykv will be stepping up to lead Google DeepMind as SVP, alongside @joshwoodward ... Read more

LIVESTREAM – After Predicting the SpaceX Q2 Earnings- What Happens in the Next 18 Critical Months

I Predicted SpaceX Q2 Earning $100B ARR, 2+ GW 2026- NEXT 18 Critical Months. A 40% spot uplift + cheaper power/shell + wrappers can pull the crossover forward by a quarter or more versus a pure long-term $35–50B locked-rate case. Risks remain execution on power reliability/permitting, utilization, and any broader rate compression, but the combination ... Read more

SpaceX Partners with Starmind AI1 Satellites for Rubin GPUs

SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload. Each of the Starmind satellites will include NVIDIA Rubin GPUs and Vera CPUs for datacenter class space compute SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload. Each of the Starmind satellites will include NVIDIA Rubin GPUs and ... Read more

SpaceX AI Catalysts

Here are my SpaceX AI related events / Milestones and Catalysts. I think the key milestones for major revenue impact other than Starship proving full reusability and deploying V3 satellites are the AI achievements. I think the AI monetization is more impactful in 2026 and 2027. If Cursor Composer and Grok 5.X are the top ... Read more

The AI 2027 Super AI Takeoff Scenario is Tracking to 2028-2032

The AI2027 superAI scenarios are tracking a bit slower but we are still heading quickly to SuperAI. Risk milestones are arriving ahead of the capability milestones that were supposed to produce them. There is a AI2027 tracking website and they observed capability predictions were running a bit behind but the SWE Verified benchmark caught up. ... Read more

If AI Gives Everyone the Same Financial Insights

When AI compresses the information edge and hands everyone roughly the same high-quality financial insights, pure “knowing more” stops being a reliable source of alpha. The remaining edge shifts to the parts that are still scarce. Judgment under uncertainty, creative synthesis, structural positioning, behavioral discipline, and the ability to act when others cannot. The Ken ... Read more

OpenAI Next Major Model Astra Solves Major Math Problems

Sebastien Bubeck of OpenAI says “yes, nonsofic groups exist”—as an example of “many new beautiful results” from Astra, next major OpenAI model. OpenAI published a page and PDF detailing ten advances across pure math and theoretical computer science. The arguments were generated by an internal version of Astra (total compute cost ~$2,000 at their Sol ... Read more