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 ...

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

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 ...

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 ...

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 ...

They are using smaller 700,000 gallon tankers to shuttle oil to the larger 2 million gallon oil tankers. New security systems (counter-drone interceptors, unmanned surface vessels, undersea vehicles, ...

SpaceX can achieve daily flight turnaround even with imperfect tiles. The shuttle's problem was not just that the tiles were ...

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 ...

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 ...