NEXT 18 Critical Months. A 40% spot uplift + cheaper power/shell + wrappers can pull the crossover forward by a quarter or ...

SpaceX had their Q2 earnings call and guided to $100 B+ ARR. This was just over my bull case of adding three more Google Sized $11 billion per year ($1 billion per month) deals. Two weeks ago I made a ...

Specialized inference (Cerebras et al.) is tracking ahead of the AI 2027 high-speed assumptions. Broad GPU-based parallel ...

Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology ...

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 ...

SpaceX is building a new Minihard data center adjacent to Macrohard and Macrohardrr at the Memphis campus. It is the same 220,000 GB300s as Macrohardrr, packed into roughly 25% of the floor area. The ...

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 ...

Claude Opus 4.6 can work for twelve hours. It can work reliably for seventy minutes. Mythos and likely Fable 5 can work for 16 hours at 50% correctness and 2-3 hours at 80%. Both numbers describe the ...

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 ...

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 ...

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 ...