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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

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