Future Stories

Ukraine uses both commercial/consumer Starlink terminals and the military-oriented Starshield service. The distinction matters. High-speed military use is typically associated with authorized Starshield configurations rather than unmodified commercial plans. Musk publicly stated that Starshield (the military version) is owned and controlled by the US government, and that speed/usage limits are decided by the US military ... Read more

Tesla has 970 unsupervised robotaxi registered in Texas and the crowdsource count for Florida is at least 38. 1008 unsupervised Tesla robotaxi. Miles and unsupervised vehicles are increasing by 20% per week. Hundreds of cybercabs will be added Dallas and Houston in November.

Bad people violating the terms of service for commercial passenger planes. Mixing civilian and military uses is not good. IF SpaceX civilian products were used for military offensive purposes then Starlink would become high priority targets for other militaries. Leaked documents from a joint forum and reports from investigative outlets indicate a three-stage approach to ... Read more

Elon Musk / SpaceX has long restricted Starlink (the commercial/civilian service) from offensive military uses such as guiding drones, consistent with its terms of service, and offers a separate military product (Starshield). This is common for technology companies and especially satellite companies. Just because SpaceX Starlink is the best and most important unjammable communication does ... Read more

SpaceX says 440,000 Nvidia Vera Rubin chips will be running by the end of Q2 2027. My model takes SpaceX from about 3 GW of AI compute at the end of 2026 to 19–23 GW by the end of 2027, with Minihard payback that could be about six months. Where will the demand for the ... Read more

927 registered Texas robotaxi. 38 crowdsource count in Florida. 965 and Florida is an undercount. Almost 1000. There will be over 2 million FSD subscribers by the end of 2026. Over 300 cybercabs will be added to Dallas and Houston in November. On track to 5000 to 10000 Tesla unsupervised robotaxi end of December or ... Read more

Colossal Biosciences’ Ben Lamm and Andruil’s Palmer Luckey are genetically engineer war dogs for the U.S. military, law enforcement, and other emergency response teams. They announced its emergence from stealth as Warhound, armed with $200 million in funding from investors including In-Q-Tel, Sequoia, and 8VC. The round values the company at $1.2 billion. Warhound will ... Read more

The most consequential deployment of agentic AI this year isn’t happening in a chatbot or a copilot. It’s happening on the shop floor, where software is beginning to decide, on its own, when a bulldozer comes offline and which technician meets it there. The dollars are small so far and the implications are large. Heavy-equipment ... Read more

Breaking down Elon’s confidence about 13-23 Gigawatts of data center which will result in about a trillion dollars of revenue in 2027. SpaceX and Elon are superconfident about energy, land and shell. They believe that is assured. Nvidia CEO Jensen and others say funding, land, power and shell are the biggest challenges. SpaceX are building ... Read more

FigureAI is spending $8.1 million last week on data. They are training new models and are learning from humans at scale. They will spend billions on data in the next year or two. Brett says they will need larger compute clusters than the LLM have today. FigureAI has an Nscale partnership. NScale has a deal ... Read more