Next Big Future
SpaceX XAI 2027
SpaceX dish production is ramping toward 50,000 dishes/day. It is already at ~25k/day recently. The high speed internet subscriber base could more than double to ~20–25 million by end of 2026 and then ~50 million in 2027. This will be about $25-30 billion of revenue by the end of 2026 when including launch revenue. The ...
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TESLA Q1 Was Confusing. Technical and Business Decoding Is Required
Tesla financial and operations numbers like free cash flow and margin were growing. Those were good things. They beat on earnings and other forecasted metrics. However, the discussion about higher capital expenditures spooked Wall Street. There was also not a hard core locked in timeline for scaled unsupervised robotaxi. The growth in FSD and the ...
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DeepSeek V4 is Good, 10X Cheaper Than Frontier and 10X More Efficient With Memory
Deepseek v4 is out now, about expected, close to frontier behind about 3-6 months maybe. The big thing is price, its 1.74 per million tokens in and 3.48 per million tokens out. The output tokens are like up to 10x cheaper than the frontier. If you accept gpt 5.2 or gemini 3 performance they will ...
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China Backs Orbital Data Center Startup with $8.4 billion in Credit
China is $8.4 billion in credit lines + state-backed plans targeting gigawatt-scale AI compute in space by 2035. China’s orbital AI data center push, led by startup Orbital Chenguang (Beijing Orbital Twilight Technology Co., Ltd.) with massive state-aligned backing, represents an ambitious, hybrid public-private effort to sidestep terrestrial constraints on AI scaling. The goal is ...
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Multi-Tbps Quad Band Starlink Satellite Gateway
SpaceX filed FCC application SES-LIC-20260306-00745 for a next-generation quad-band gateway earth station called First of Its Name for the Starlink factory in Bastrop, Texas. The station will use 40 antennas, each with a 1.99-meter parabolic dish, to harness additional spectrum in the Ka-, V-, E-, and W-bands. This will allow connection to more satellites simultaneously ...
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OpenAI GPT 5.5 Has Good Ranking Scores But Is It Better?
OpenAI GPT-5.5 tops the Artificial Analysis Intelligence Index by 3 points, breaking a three-way tie with Anthropic and Google. There is indication that is faster and has some good results but some results are mid. More time is needed. It is a good model but it does not appear to be groundbreaking. OpenAI topping five ...
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Tesla Has Started Cybercab Production
Tesla Cybercab is now in production at Giga Texas. They are very different from the wrapped engineering versions. Purpose-built for autonomy Cybercab in production now at Giga Texas pic.twitter.com/Y9qG3KyWBa — Tesla (@Tesla) April 23, 2026
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Seven Month to Start of Unsupervised TESLA FSD for Customer Usage
In about seven months Tesla will Start region by region deployment of unsupervised TESLA FSD for Customer Usage. The owners of FSD will start to get unsupervised FSD. This will be before extreme (aka material) scaling of unsupervised robotaxi. Getting beyond 20,000 to 60,000 unsupervised robotaxi will be a few months after FSD 15 is ...
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SpaceX Will Buy Cursor
Cursor is already at ~$2 Billion ARR (annual recurring revenue as of February 2026) and was on track to triple to over $6 billion ARR by the end of 2026 even before the xAI deal. The brand-new partnership with xAI/SpaceX gives them massive Colossus supercomputer access, which removes their biggest remaining bottleneck and should let ...
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SpaceX Has Option to Buy Cursor for $60 Billion – XAI and Cursor Try to Catch Athropic Claude Code
SpaceXAI and Cursor_ai are partners trying to catch up to Anthropic and Claude Code. XAI data center and hundreds of thousands of chips can power Cursor Composer 2. The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s ...
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Elon Replied to My New Glenn, ULA, Space Force Post
My post yesterday on New Glenn, ULA and Space Force transferring payloads to SpaceX got reply from Elon Musk. He agreed Space is hard. Blue Origin New Glenn rocket is grounded during an FAA investigation into the second stage problem they had on the weekend. ULA Vulcan has mishaps with their solid rocket boosters made ...
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Anthropic and Status of AI Data Centers
Amazon announced an additional $5 billion investment in Anthropic immediately, plus up to $20 billion more in the future (tied to commercial milestones). This brings its total committed capital to as much as $33 billion. The announcement does not specify how much new equity/percentage this adds or the exact structure, but it will increase Amazon’s ...
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BreachLock Named Representative Vendor in the 2026 Gartner Market Guide for Adversarial Exposure Validation
New York, United States, 21st April 2026, CyberNewswire
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Tesla Fab Chip Partners are Critical for the Next Few Years
Tesla chip partners will help them resolve shortages of cpu, gpus and memory for the next 2-4 years. Intel is critical for CPUs Nvidia for GPUs. TSMC, Samsung for production of AI5 and AI6 chips. Samsung for memory.
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AST Spacemobile BB7 Is Not Recoverable Per ASTS
Based on what the orbit appears to be. 20kg of fuel they can only raise it part of the way. ASTS admits the satellite is too low and cannot be saved, During the New Glenn 3 mission, BlueBird 7 was placed into a lower than planned orbit by the upper stage of the launch vehicle. ...
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Blue Origin Launches and Recovers Booster, Orbit of AST Space Mobile Satellite Too Low. BB7 Lost
Blue Origin’s New Glenn NG-3 mission launched successfully this morning (April 19, 2026) from Cape Canaveral, carrying AST SpaceMobile’s BlueBird 7 (Block 2 FM2) satellite. After the launch and booster recover, the mission continued for 90 minutes or so. UPDATE – ASTS admits the satellite is too low and cannot be saved. Planned second-stage profile ...
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Combined Sightings of 100+ Possible Tesla Robotaxi Fleet
Tesla has 70+ robotaxi vehicles parked in Dallas and another 30+ in Houston. They are identified by camera washer hardware, matching Texas manufacturer/test plates, and behavior (simulated pickups/dropoffs in testing). A few individual sightings (service center cars) have visible Robotaxi markings or logos on the rear. The parked vehicles with hardware and plates and some ...
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Tesla Unsupervised Robotaxi with Paying Passengers in Dallas and Houston
Unsupervised Robotaxi is now rolling out in Dallas & Houston. There is video of paid passengers in cars without human drivers. This is a surprise to skip over having supervised robotaxi. This should mean Tesla stock price will pop on Monday and likely start a long run upward. It seems Tesla is releasing the Robotaxi ...
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Stocks Are Winners Take Most – and Who are the Top 30 Stock Winners from 2017-2025
The U.S. stock market has been one of the greatest engines of wealth creation in human history. From 1926 to 2025, it generated nearly $91 trillion in shareholder wealth. Most stocks are not wealth creators – they are wealth destroyers. Only 48% of stocks deliver positive returns over their lifetime. Just 41% outperformed Treasury bills. ...
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