All that matters today for SpaceX and Tesla is the life and death battle to win AI. Every strategic move is URGENT. There is no time to wait years for robotaxi. Tesla and SpaceX must merge ASAP. There ...

SpaceX recently completed the largest IPO ever, raising more than $85 billion and debuting at a ~$1.77 trillion valuation.

Epoch.ai tracks the top ~17+ frontier sites via satellite. SemiAnalysis uses its Datacenter Industry Model for hyperscaler self-build/colocation forecasts. Here is a tight compilation of the most ...

Spacex Starship 40 rolled out to Massey’s on June 23–24. It successfully completed an engine igniter test on June 24. Today, SpaceX has been doing multiple propellant loading cycles as part of the ...

Gavin Baker described how in ~3 years (around 2028–2029), a bigger/bulkier iPhone with enough extra DRAM could run a pruned/distilled/quantized version of a frontier model like Gemini 5 (or Grok 4.x / ...

The digital optimus play no one is talking about 2 million Tesla vehicles + AI4 chips = 20 million simultaneous simulated ...

Today SpaceX deployed and demonstrated the Starfall low cost capsule return system. This a demo of a new vehicle that will ...

AI has mostly eaten tactical coding (writing boilerplate, fixing small bugs, implementing features from specs). The real ...

Cursor is training its own Opus-class model from scratch. They are no longer fine-tuned on open-source model like Kimi K2.

People are not super-excited about the SpaceX Starfall test tomorrow. This is a hockey puck shaped space vehicle that will be ...