Yesterday 4 million, Today 4.1 million Tesla unsupervised robotaxi miles. 1325 estimated unsupervised vehicles in Texas and Florida. $TSLA 700,000 miles per week and miles increasing at 17-20% per week. This is up from 550,000 miles in the week of Oct 12-18. 1204 robotaxi registered in Texas. 6000-8000 miles per week in Miami, Orlando and …
Tesla robotaxi has passed Waymo in driverless miles in Austin. Elon’s reaction was that it was never a real contest. 718 of the 1080 Texas registered Tesla vehicles are registered for Austin. Here are the numbers. Robotaxi Tracker has Tesla at about 438,000 driverless miles a week in Austin, against about 406,000 for Waymo (LIVE). …
The common view is that stranded AI chips are a write-off, money spent too early. The chips are fine. What’s missing is power. And one company has solved power faster than anyone else. The dark GPU problem Elon Musk has said there could be up to 15 GW of stranded compute sitting in partially completed …
Tesla unboxed modular manufacturing is the central breakthrough. It is purpose-built for Cybercab scale and robotaxi economics. There were major innovations needed to convert cybercab into modules (giant lego) that can be snapped together with ten times faster build times. Factory and Cybercab designed for Optimus Humandoid for Fleet Charging and Other Use Cases and …
Anthropic is in the middle of scaling up compute and infrastructure commitments while its revenue base, especially from agentic and high-intensity enterprise workloads, continues to expand. The combination of recent token-price cuts, reported re-acceleration in October ARR, and an active IPO timeline. Anthropic has filed an S-1 for its IPO. Nov 11 date Anthropic has …
Breaking down Elon’s confidence about 13-23 Gigawatts of data center which will result in about a trillion dollars of revenue in 2027. SpaceX and Elon are superconfident about energy, land and shell. They believe that is assured. Nvidia CEO Jensen and others say funding, land, power and shell are the biggest challenges. SpaceX are building …
Efficient infrastructure is the foundation for scaling AI. NVIDIA DSX is a full-stack AI factory reference architecture, co-designed across compute, networking, storage, power, and cooling. Validated in a digital twin before construction begins. DSX Max LPS uses 30% less power for the same output. Closed-loop liquid cooling and outdoor dry coolers save up to 54 …
Every day I review 2–3 Kalshi energy, science and tech markets where I think the outcome is clearer than the odds suggest. I’ve forecast on Metaculus and Manifold since 2019: 6,596 predictions, a best-ever #8 of 34,617 Baseline Accuracy rank on Metaculus, and a Brier score of 0.071 vs the Metaculus site’s 0.080 (Oct 2023). …
Elon said it yesterday, I said it before Elon. And I made over a dozen videos and posts, and detailed models and graphics, before Elon was willing to say it. I have also projected when the undeniable proof lands and when people believe. I found all of the evidence of the minihard builds and put …
There will be 20 launch tower in Louisiana starting around 2029. They plan weekly Starship launches in the first half of 2026 and then twice weekly and then perhaps daily in 2027. This would be 100-200 launches in 2027. They will have 10Gw of AI data center added next year and a non-zero chance of …
Nextbigfuture is starting regular Kalshi market reviews alongside our usual science, technology and business coverage. Each day I will look at two or three Kalshi markets, mostly in the technology, science and energy categories, where a deeper understanding of what it takes for something to happen tells you which way it is likely to resolve. …