Waiting for Compute Because They Have To Not Because OpenAI Wants to

$50B Per Year SpaceX Deal is $75B More than Waiting for Data Centers in 1 Year. There is an AI gold rush which is why SpaceX and its customers will win. OpenAI signed the Oracle $300 billion five year deal because that is the plan B they can afford. Waiting for Compute Because They Have …

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Elon Musk Has Not Been Fighting Fair so Tesla Optimus Will Win

Everyone compares Tesla Optimus with Figure and other humanoid robots: better hands, better walking, better demonstrations. But what happens when the factory or the world is changed so the robot can succeed ? Tesla’s advantages go far beyond Optimus itself. It can develop the robot, redesign its workplaces, and improve both together. This changes how …

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SpaceX Could Beat Its Entire 2025 Revenue in Just 2 Months

AI compute leasing, Grok, Cursor, Starlink and Starship are combining into a much larger business — and why SpaceX could win across more scenarios than companies dependent on having the leading AI model. Why looking backward at 2025 revenue can miss the scale of SpaceX’s AI transformation The September AI deal snapshot: $41 billion in …

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Where is the AI Chain Reaction ?

Sakana AI has progressed beyond its early demonstrations. But I did not find evidence that it has established a widening research lead through sustained, accelerating RSI. Its published results support bounded self-improvement and increasingly capable orchestration. Your test asks for something stronger: does the improved researcher make the next improvement faster, cheaper, and more consequential? …

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Anthropic Fears RSI – What is RSI? What Specifically is It?

AI leaders are talking about RSI ( recursive self improving AI) but not describing the levels of capability. People know something about self driving. Are we warning helping, autopilot, what level of automation. The AI researcher progression: Autocomplete helps me type. An intern executes my plan. A postdoc advances my project. A research leader finds …

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Space Telescope Interferometer to Image Exoplanet Continents

A NASA NIAC project will try to Mapping Alien Continents using formation-flying optical interferometer. Two hierarchical nullers ~100 km apart that first suppress the host star by ~10Âč⁰ in visible light, then combine the leftover planet light as a Michelson interferometer. That baseline gives an angular resolution of order 1 ”as at 500 nm. An …

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NASA Super Light Solar Sail Project Will Be 12-40 Times Lighter and Faster

NASA Advanced innovation study will try to enable the next generation of solar sails featuring very high characteristic acceleration–potentially up to 2 mm/sÂČ–and large effective areas exceeding 10,000 mÂČ, to support future ultra–high delta-V missions. These advanced solar sails would significantly transform space exploration and utilization, making possible a range of missions currently beyond the …

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World GDP AI&ROBOTS Purchasing Power Parity 2024 to 2037 – by Country

This is the nextbigfuture GDP PPP forecast scenario, not an IMF, Anthropic, or consensus forecast. It took the Anthropic economic forecasts for their base case and their bullish case. I then aligned national data for Taiwan and other countries as of this year. I then used OpenAI GPT 6 to build the scenario where AI …

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SpaceX Huge Next Flight and 150 Days to Change the World

What has already been proven wrong about doubters think about SpaceX ? What will get proven wrong in the next 150 days. Count down of 14 SpaceX bear claims. Following the engineering into the revenue and profits. Starship’s commercial payload, booster recovery, engine reuse, AI compute hosting, and the buildout behind my forecast of $120B+ …

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