AI Demand Strong, Memory Prices Will Go Up and AI Model Profits Are Proven
Anthropic is on track to hit a $44 billion annual run rate, aiming for $100 billion by the end of 2026. Nvidia’s SOCAMM memory contract price has jumped to roughly $8 per gigabyte for 1Q26 and could exceed $13 per gigabyte later in the year. The Vera Rubin NVL72 platform promises a notable performance‑per‑total‑cost advantage, while hyperscaler networking adds only about a 10% premium over neocloud configurations. These dynamics underline rising profitability for AI model firms and escalating memory costs for hardware providers.
Rule Change so SpaceX Should Join Sp500 6 Months After IPO
The S&P Dow Jones Indices has proposed rule changes that would let megacap firms such as SpaceX qualify for index inclusion after just six months of public trading, cutting the current twelve‑month waiting period. The proposal also removes the 10 %...
Q1 Earnings and AI Surprises for Google, Amazon, Microsoft, Meta and TESLA Semi Mass Production
Alphabet reported a Q1 earnings surprise, posting $5.11 earnings per share versus the $2.63 consensus and revenue of $109.9 billion, beating the $107.2 billion outlook. Growth was broad‑based, with search up 16 % YoY, YouTube up 11.7 % YoY, and Google Cloud soaring 50 %...
Tesla Added at Least Six Unsupervised Robotaxi in Texas
Tesla's robotaxi fleet in Texas has grown to at least 25 unsupervised vehicles, according to the crowdsourced Robotaxi Tracker. The count includes 19 in Austin, three in Dallas, and three in Houston, with six new units added in a single...
Tesla Semi Truck Has Officially Started Mass Production
Tesla has begun mass production of its all‑electric Semi truck, offering two configurations. The long‑range model delivers roughly 500 miles on a single charge, boasts three rear‑axle motors, 800 kW power, and is priced at $290,000 before destination fees. The short‑range...
Berkeley Conference on Aging This Weekend
The University of California, Berkeley will host the BerkeleyCAL Conference on Aging and Longevity on May 2‑3, 2026, featuring a keynote by Her Royal Highness Dr. Haya Al Saud and leading researchers such as Cynthia Kenyon, Felipe Sierra, Michael D. West,...
SpaceX Launch Rate in 2026 After Reaching Orbital Operations, Booster and Starship Recovery
SpaceX is accelerating its Starship launch cadence by using two dedicated barges to transport fully assembled Starship vehicles and Super Heavy boosters from its Texas Star Factory to Kennedy Space Center’s LC‑39A. The FAA has authorized up to 44 Starship‑Super...
New Anti-Drone, Anti Trench Weapon – Precision, Semi Auto Grenade Launcher
The U.S. Army is evaluating a new semi‑automatic grenade launcher that costs about $50,000 per unit. It fires a 42‑pellet air‑burst round capable of hitting within two inches at 100 m and remaining accurate out to 500 m, allowing a single shot...
AI Demand Is Still Booming
AI spending and token consumption are accelerating at unprecedented rates. SemiAnalysis lifted its AI budget to a $7 million annualized run‑rate, while Anthropic’s annual recurring revenue surged to $35‑45 billion with margins above 72%. The rapid growth is outpacing compute supply, as...
TESLA Q1 Was Confusing. Technical and Business Decoding Is Required
Tesla’s Q1 2026 report showed rising free cash flow, expanding margins and an earnings beat, but investors were spooked by higher capital expenditures and the absence of a firm timeline for scaled unsupervised robotaxis. Full Self‑Driving (FSD) subscriptions jumped to...
DeepSeek V4 Is Good, 10X Cheaper Than Frontier and 10X More Efficient With Memory
DeepSeek released V4, a 1.6‑trillion‑parameter open‑source language model priced at $1.74 per million input tokens and $3.48 per million output tokens. The cost is up to ten times lower than leading frontier models and offers comparable performance to GPT‑5.2 and...
Multi-Tbps Quad Band Starlink Satellite Gateway
SpaceX has filed FCC application SES‑LIC‑20260306‑00745 for a next‑generation quad‑band gateway, dubbed “First of Its Name,” at its Starlink factory in Bastrop, Texas. The earth station will use 40 × 1.99‑meter parabolic antennas covering Ka, V, E, and W bands, vastly expanding...
Seven Month to Start of Unsupervised TESLA FSD for Customer Usage
Tesla will begin a region‑by‑region rollout of unsupervised Full Self‑Driving (FSD) to customers in about seven months, preceding the large‑scale launch of its robotaxi service. The company currently supports 1.28 million active FSD units, with 510,000 subscriptions generating roughly $0.5 billion in...
SpaceX Has Option to Buy Cursor for $60 Billion – XAI and Cursor Try to Catch Athropic Claude Code
SpaceX’s artificial‑intelligence arm, XAI, has secured a one‑year option to acquire the AI‑coding startup Cursor for $60 billion, paying $10 billion upfront for the right. Cursor’s Composer 2 model recently beat Anthropic’s Claude Opus 4.6 on the Terminal‑Bench while costing a fraction of the...
Anthropic and Status of AI Data Centers
Amazon announced an immediate $5 billion infusion into Anthropic, expanding its total pledged capital to as much as $33 billion, with an additional $20 billion tied to future commercial milestones. The deal values Anthropic at roughly $350‑$380 billion, nudging Amazon’s ownership to an estimated...
Dow Jones Adds and Removes Companies 20 Years Too Late
The Dow Jones Industrial Average has lagged the S&P 500 and Nasdaq for over two decades due to its price‑weighted design and slow inclusion of high‑margin tech firms. Recent removals of Intel, IBM, Boeing and others highlight the index’s struggle to...
SpaceX Falcon 9 Almost Only Rocket for AST Space Mobile, Amazon LEO and Space Force
Blue Origin’s New Glenn and ULA’s Vulcan rockets have been grounded for up to four months after an upper‑stage failure and solid‑rocket booster issues, respectively. The shutdown forces Amazon’s LEO constellation, AST Space Mobile, and the U.S. Space Force to rely almost exclusively...
Tesla Fab Chip Partners Are Critical for the Next Few Years
Tesla is turning to a set of chip partners to bridge shortages of CPUs, GPUs, and memory over the next two to four years. Intel will supply the central processing units, while Nvidia provides graphics processors for AI workloads. Advanced‑node...
AST Spacemobile BB7 Is Not Recoverable Per ASTS
AST SpaceMobile’s eighth satellite, BlueBird 7, was injected into a lower‑than‑planned orbit during the New Glenn 3 launch, leaving it below the perigee needed for recovery. The onboard ion propulsion can deliver only about 51 m/s of delta‑v, far short of the ~88 m/s required...
Stocks Are Winners Take Most – and Who Are the Top 30 Stock Winners From 2017-2025
A comprehensive study of 29,754 U.S. stocks from 1926 to 2025 finds that just 1,082 companies – 3.6% of the universe – generated all of the $91 trillion net shareholder wealth created in that period. The concentration of returns has accelerated:...
Tesla Continues Slow Increase of Unsupervised Robotaxi in Austin – Now 13 Unsupervised
Tesla has expanded its unsupervised robotaxi fleet in Austin to 13 vehicles, up from a steady 8‑10 for the past two months. Three additional units were added in the last ten days, and the company projects roughly 20 unsupervised cars...
XAI Renting GPUs to Cursor – Further GPU Rents Enables Breakeven
Elon Musk’s xAI is set to lease tens of thousands of GPUs to AI‑coding startup Cursor, with hourly rates between $2.5 and $18. Renting 10,000 GPUs would cost $15‑$40 million per month, while 50,000 GPUs would run $75‑$200 million. If xAI rents...
Blue Origin New Glenn 3 Has a Good Static Fire
Blue Origin successfully completed a static‑fire test of New Glenn 3 and is eyeing a Saturday or Sunday launch of the second commercial AST SpaceMobile direct‑to‑cellphone (DTC) satellite. AST SpaceMobile needs 40‑60 operational satellites to begin intermittent service and aims to have roughly 240...
Terafab Equipment and Chip Orders
Elon Musk announced equipment orders for Tesla's upcoming Terafab, designed to process 3,000 wafers a month—about 36,000 wafers or 3‑4 million chips annually. The capacity could expand to over 10 million chips per year by 2027, supporting Tesla vehicles, Cybercabs, Optimus robots,...
SpaceX Starship V3 Has Successful Static Fire
SpaceX achieved a full‑duration static fire of Starship V3 (starship 39), with all six Raptor engines igniting as planned. The test validates propulsion upgrades and confirms thrust, vibration, and thermal performance ahead of an integrated flight. Although Booster 19’s launch was postponed...
Blue Origin Delayed Static Fire Pushes Possible Launch to April 18, 2026
Blue Origin conducted a delayed static fire test for its New Glenn orbital launch vehicle, labeling the exercise a successful rehearsal. The setback pushes the anticipated first flight of New Glenn to April 18, 2026, later than previously projected. The delay follows a series...
Ground-Based Telescopes and a Shared Orbiting Starshade Can Directly See Earth-Like Exoplanets
A new Nature study proposes a hybrid observatory that couples a 30‑meter‑class ground telescope such as the ELT, TMT or GMT with a 99‑meter orbiting starshade. The starshade creates a deep shadow above the atmosphere, while adaptive optics on the...
Echovision AI Glasses for the Blind and Low Vision Users
AGIGA launched EchoVision, an AI‑powered smart‑glass system aimed at blind and low‑vision users. The sunglasses‑style device uses a Qualcomm Snapdragon processor to provide real‑time audio scene descriptions, OCR reading of printed text, and instant remote assistance through services like Aira...
SpaceX IPO, Index Funds and Lockup Periods
SpaceX is preparing an IPO valued between $1.75 trillion and $2 trillion, with a $75 billion raise that earmarks up to $15 billion for retail investors, especially Tesla shareholders. The company plans to replace the traditional 180‑day lock‑up with a staggered 3‑6‑month release, allowing...
The Future of Marketing Teams Is Decentralization
The article argues that traditional centralized marketing is losing relevance as speed and specialization become critical. Companies are moving toward decentralized structures where marketing expertise is embedded within product, regional, and sales teams. Central leadership still defines brand strategy and...
IVO Quantum Orbital Thrust Update
Between September and December 2025 IVO’s test satellite decayed 4,880 m, about 600 m less than its control twin, indicating an average upward drift of roughly 6.6 m per day. The drift aligns with the expected thrust from the IVO Quantum Drive (~1.75 mN)...
SpaceX Will Have Static Fire Testing of All 33 Engines
SpaceX announced that it will conduct static‑fire testing of all 33 Raptor engines slated for its Starship launch system. The tests are a key milestone before the vehicle’s high‑frequency launch schedule, which Musk envisions as 100‑plus times the annual cadence...
Tesla FSD Supervised Approved in Netherlands
Tesla’s Full Self‑Driving (FSD) Supervised system earned type approval from the Dutch vehicle authority (RDW) after more than a year and a half of on‑track and public‑road testing. The regulator highlighted continuous driver monitoring as a safety advantage over competing...
2026 Is Breakthrough Year for Reliable AI World Models and Continual Learning Prototypes
DeepMind CEO Demis Hassabis says the next wave of AI progress will come from algorithmic breakthroughs—continual learning, hierarchical memory, world models, and hybrid reasoning—rather than pure scaling. While compute and energy remain constraints, DeepMind allocates roughly half its resources to...
SpaceX Revenue Will Be Close to Around $27-30 Billion in 2026
SpaceX’s Starlink service is slated to generate roughly $20 billion in 2025, nearly doubling its 2024 earnings of $11.8 billion. Subscriber acquisition is accelerating from 750,000 to 1.5 million new users each month, reshaping the company’s revenue mix. The airline and maritime segments...
Amazon Investing $200 Billion Into AI Capex in 2026 and Making $15 Billion In AI Revenue
Amazon’s 2025 shareholder letter reveals a $200 billion AI‑focused capex plan for 2026, with AWS AI revenue already topping $15 billion. The company’s custom silicon—Graviton, Trainium and Nitro—now runs a $20 billion‑plus revenue stream and is projected to save tens of billions in...
Two Day Delay for Blue Origin New Glenn
Blue Origin has pushed the third New Glenn launch from April 14 to April 16, citing that the rocket sections remain in the integration bay. The mission will carry AST SpaceMobile’s BlueBird 7, a Block 2 communications satellite with a 2,400‑sq‑ft array and 120 Mbps peak...
Anthropic and xAI Model Parameter Counts
Elon Musk disclosed that Anthropic’s Claude Sonnet model contains 1 trillion parameters while the newer Claude Opus scales to 5 trillion. xAI’s flagship Grok 4.20 runs on 0.5 trillion parameters, with additional variants ranging from 1 trillion to 10 trillion in development. Anthropic is also rumored...
SpaceX Starship 13 Should Be the First Orbital Flight
SpaceX’s Federal Communications Commission (FCC) licenses for Starship flights have been revised. Flight 12 retains a suborbital profile for both stages, with a launch window aimed at late April or early May. Flight 13’s license now authorizes a suborbital first stage followed...
XAI Training 10 Trillion Parameter Model – Likely Out in Mid 2026
Elon Musk's xAI is training seven models on its Colossus 2 super‑cluster, ranging from 1‑trillion to a 10‑trillion‑parameter version called Grok Imagine V2. The effort requires roughly 550,000 NVIDIA Blackwell GPUs and an estimated $18 billion in hardware spend, with the 10‑trillion...
60 Tesla Cybercabs in Outbound Lot – Will Tesla Make 1000+ Cybercabs in April or May?
Tesla is gearing up for mass production of its Cybercab autonomous vehicle, with 60 units already positioned in outbound lots in Texas. Analysts estimate that if the company can build an average of 40 Cybercabs per day, output could exceed...
Yael Nardi Joins Minimus to Spearhead Growth Operations as CBO
Minimus, a startup that delivers hardened container images with near‑zero CVE exposure, announced the hiring of Yael Nardi as its first Chief Business Officer. Nardi will oversee top‑of‑funnel growth, marketing operations, and corporate development from the company’s New York headquarters....
Mallory Launches AI-Native Threat Intelligence Platform, Turning Global Threat Data Into Prioritized Action
Mallory announced an AI‑native threat‑intelligence platform that translates global adversary data into prioritized, actionable cases for enterprise security teams. The solution monitors thousands of threat sources, maps them to a company’s actual attack surface, and delivers real‑time answers rather than...
Artemis 2- Orion Lunar Flyby
NASA’s Artemis II mission delivered the first crew‑captured images during a lunar flyby. The photos reveal previously unseen regions, including impact craters, ancient lava flows, surface fractures, and a rare in‑space solar eclipse. Astronauts also recorded an Earthrise/Earthset and six meteoroid...
Tesla FSD 14.3 Makes Improvements But Setting Up for Big Release
Tesla’s Full Self‑Driving software version 14.3 delivers noticeable refinements, including smoother highway following distances and quicker acceleration from stop signs. Drivers report the previous lane‑change hesitation has largely disappeared, while blinker activation now occurs later, improving comfort. Navigation remains imperfect,...
Two Week USA-Iran Ceasefire
The United States announced a two‑week cease‑fire with Iran effective tonight, halting all offensive military operations while maintaining defensive postures. Orders to cease fire are expected to reach Iranian Revolutionary Guard Corps units with a delay, potentially slowing full implementation....
Intel Partners with Tesla and SpaceX on Terafab
Intel announced a partnership with Tesla, SpaceX, and xAI to create the Terafab joint venture, a massive vertically integrated semiconductor facility in Austin, Texas. The fab aims to deliver about 1 terawatt of AI compute per year, supporting billions of...
AI Will Give Humanity the Moon, Mars and Supersonic Travel
Boom Supersonic secured a public order for 29 Superpower 42 MW natural‑gas turbines, delivering 1.21 GW of capacity to AI‑focused data‑center operator Crusade and creating a $1.25 billion backlog. The deal prices the turbines at roughly $1,033 per kilowatt, or $43 million per unit,...
Anthropic Number One AI in Ranking and Revenue – Making $30 Billion Per Year
Anthropic announced a major compute expansion with Google and Broadcom, securing multiple gigawatts of next‑generation TPU capacity slated for 2027. The company’s annualized revenue run‑rate surged to $30 billion in April 2026, up from $9 billion at the end of 2025. Over...
SpaceX Raptor Engine Test Seems to Have an Explosion
SpaceX performed a static‑fire test of its next‑generation Raptor methane engine at the McGregor, Texas test site, and a bright fireball suggested an explosion during the run. The incident was captured on video and appears to be an engine failure,...