Duke "Rethinking Load Growth" reports that having a flexible energy demand during 3 peak hours unlocks 20% more overall power. Curtailing just ~0.5–1% of ...

The IR-compiled delivery consensus is 406,024. This should get beaten by 60,000-80,000 cars. Hi everyone. Here are my Tesla delivery estimates for Q2 2026. The gap between my estimate and the analyst ...

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

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

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

Tesla Cybercab production lines are already running. Actual manufacturing and scaling are underway (not just prototypes). There will be a significant announcement that is related to GigaTexas scaling ...

Post-spacetime physics refers to the idea that our familiar 4D spacetime is not fundamental but emerges from deeper ...

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

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 ...

Starfall is explicitly designed for mass production (like Starlink satellites), so unit costs drop sharply with volume. It is ...

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

Drone walls and layered short/medium/long-range droning have effectively recreated a modern version of trench attrition ...