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 ...

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 ...

I had projected that they could have gotten as high as $8.6 billion but it was $7.8 billion. It was $1 billion over most analysts. The shares were positive but have dropped as the financial results ...

The Cybersecurity Excellence Awards today announced the winners of the 2026 Community Choice Award, selected through 79,455 votes cast during the awards season. AI security ranked among the ...

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 ...

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

AccuKnox, a leading Zero Trust Security platform, today announced that SabPaisa, an RBI-authorised digital payments company, has selected its AI-powered cloud security platform to ensure robust ...

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 ...

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 ...