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TESLA TERAFAB PROJECT VALUABLE IN THE NEXT 18 MONTHS

The Tesla Terafab will likely take a 2-4 years to build and those first phases will not be all of the 100+ million square foot building or complex. The start of the project with the pilot lab facilities can start paying immediate dividends. Speeding up the design of the chips and allowing for more experimentation ... Read more

ROBOTAXI WAR – TESLA VS NVIDIA. ELON VS JENSEN

Nvidia has 19 car company partners for robotaxi. Those car companies have deployed cars with driver assist but they do not have unsupervised robotaxi. The LIDAR needed for driver assist is produced in substantial volume but only a few thousand are produced for robotaxi grade LIDAR sensors. The car partners have not bought and installed ... Read more

Iran Shows They Have Long Range Missiles And US Proves Mach 10 Intercept Works

Iran fired two missiles at Diego Garcia which is over 4100 Kilometers away. There were previous assurances from Iran that they would not develop missiles firing over 2000 kilometers. 4100 kilometer missiles can strike London, and all cities in Europe and all US military bases in Europe. The US fired an SM3 missile that was ... Read more

Opening Hormuz Militarily and the Economic Time Pressure

Iranian retaliation has caused an effective closure of the Strait of Hormuz since ~March 2–4. Traffic has dropped from 150+ vessels/day to near-zero on many days, with 21+ confirmed attacks on merchant ships. This matches the scenario’s description of disruption, price spikes, and US-led response pressure. Reopening Hormuz is economically non-optional. It carries 20% of ... Read more

US Navy Experience – No Aircraft Carrier Sunk Since WW2

U.S. Navy’s 2005 SINKEX (Sinking Exercise) on the decommissioned supercarrier USS America (CV-66). This remains one of the most significant and still largely classified live-fire tests ever conducted on a modern aircraft carrier. The 2005 live fire tests show that US aircraft carriers can take dozens of 250-500 kg bombs to top decks without sinking ... Read more

Andrej Karpathy on Code Agents, AutoResearch and the Self Improvement Loopy Era of AI

Andrej Karpathy is pioneering autonomous loop” AI systems—especially coding agents and self-improving research agents—while advancing AI-native education through Eureka Labs and ultra-minimal open-source LLM implementations. Coding agents can now reliably edit code, run experiments, and iterate for days. He created AutoResearch, AI agents that fully close the research loop—design experiments, edit training code, collect data, ... Read more

NASA Shifts from Boeing and SLS Towards SpaceX for Moon Missions

NASA is proposing SpaceX Starship now handles translunar injection (TLI) propulsion and the full landing role, while SLS/Orion is limited to LEO only. This shrinks Boeing’s role and gives more to SpaceX Starship. Artemis III (2027) — LEO Docking Test (Almost Unchanged, Now a Perfect Dress Rehearsal) Before today’s proposal (Feb 27 baseline): Orion (with ... Read more