~nextbigfuture-com | Bookmarks (383)

Tesla has published a new 100 page patent that describes an innovation for making cathode powder with wet and dry processes. Drew Banglino, x-Tesla executive, and Jordan Giesege, The Limiting Factor, tell us how this will be a path to make the lowest cost iron LFP batteries than untariffed LFP from China. The new technology ... Read more

Tesla FSD (Full Self Driving version 13.2.6) has been localized to China using only internet driving videos of driving in China. Previously it was believed that Tesla would need to be able to send a lot of driving videos collected in China to retrain the base model. This was not needed. There was no regulatory ... Read more

In 2015, Waitbutwhy.com had some articles and diagrams explaining how the artificial intelligence revolution of a technological singularity would play out. The diagram above shows how there would be a series of improvement rates that would get steeper and steeper and faster and faster. My article from yesterday explains how 12-20 years ago we shifted ... Read more

Reviewing my analysis from two weeks ago about Tesla, I wanted to emphasize key points and add more context. I think 2025 is playing out like what happened in 2020. In 2020, the stock ran up (post-split prices) from about $15 in late 2019 to $60 by Feb 21, 2020 and then dropped to about ... Read more

The evidence for the Tesla and XAI data center construction advantage in build speed and dominating size is clear. The XAI and Tesla ability to build data centers 4 to 10 times faster than Microsoft, Google, Meta and others is translating into a defensible technology and business advantage and permanent AI domination. This can be ... Read more

Tesla is releasing Full Self Driving Features into its China version of Autopilot. Having permission to place the software and features of Full Self driving will enable more of the value to be given to China customers. It will support pricing that is more like FSD than lower priced Autopilot. The software version 2024.45.32.12 being ... Read more

Tesla is preparing to roll out its FSD feature in China and will provide a batch of software updates to Chinese EV owners. Launching Tesla FSD (Supervised) in China would add another 3 million potential customers. At a 35% take rate of $99 per month, it would be about $1 billion in profit per year. ... Read more

Clone Robotics made the Protoclone which is a faceless, anatomically accurate, synthetic human with over 200 degrees of freedom, over 1,000 Myofibers, and over 200 sensors. This is pretty much like the synthetic androids in the movie Alien and other science fiction movies, anime and books. The cost of the Clone Alpha robot by Clone ... Read more

Anthropic releases a Claude 3.7 Sonnet reasoning model and Claude Code an agentic model. These are their most intelligent models to date. Claude 3.7 Sonnet is a hybrid reasoning model, producing near-instant responses or extended, step-by-step thinking. Claude 3.7 was trained on real-world coding examples. Claude 3.5 has already been the best for real world ... Read more

An Epoch AI article identifies four primary barriers to scaling AI training: power, chip manufacturing, data, and latency. Below, we summarize the known research, innovations, and approaches that could mitigate or overcome these barriers, as well as discuss how AI scaling could continue beyond 2030 to 2040. 1. Power Constraints Training large AI models requires ... Read more

What happens if more domains of knowledge have superhuman performance from AI? The Elo (chess ranking estimate) of the best chess programs is about 3700 which is about 900 points beyond the 2881 maximum of Magnus Carlsen. This means Magnus might be able to get a draw in one out of 100 or 1000 games ... Read more

Elon Musk has posted that we are on the event horizon of the Singularity. I have been closely observing the buildout of XAI AI data centers and here is why we will get 40-60 years or more of progress in about 6 years. People are used to Moore’s Law which has been around . This ... Read more

I know that AI experts like Epoch AI have been projecting a continuation of the 5X per year increase in AI training compute but Grok 2 was released in August 2024 and 6 months later Grok 3 was released with 15X increase in training compute. This shows that the 5X per year rate has been ... Read more

xAI has taken tripled the growth rate of AI data center compute. It has gone from 5X each year to over 15X each year. This next level improvement is just the start of making the ultimate business technology flywheel. Improving AI and AI data centers with AI which then makes better AI data centers which ... Read more

SpaceX is targeting 5PM (Texas) February 26 2025 for SpaceX Starship flight 8. If things go right, SpaceX has already submitted an FCC filing for SpaceX flight 9. Flight 9 will go orbital and has the option to catch the second stage Starship.

More video of the newly built Tesla cars in Fremont (1500-2000 per day, day and night) driving without human drivers from the factory to the loading dock about 1.2 miles away. There are semi trucks, forklifts and human workers walking along and other cars.

Tomorrow, I will have two new videos that will describe how xAI will use a data center with 80 times the training compute used for GROK 3 in 2026. I have a far more refined, detailed analysis of the AI singularity and intelligence explosion as it is happening. The AI is what we are witnessing ... Read more

Solar Turbines, a subsidiary of Caterpillar, is often mistaken for a solar energy company due to its name, but it primarily manufactures industrial gas turbines for power generation, marine propulsion, and natural gas/oil processing. Founded in 1927 as Prudden-San Diego Airplane Company, it was acquired by Caterpillar in 1981 and now serves global markets with ... Read more

xAI, through its affiliate CTC Property LLC, filed an operating permit application with the Shelby County Department of Health in January 2025. The permit for xAI to install turbines, specifically fifteen Solar-SMT-130 models, will let them double the GPUs to 400,000. 15 of the 16 MWe turbines is 240 MW. This would double the power ... Read more

Sanctuary AI has revealed better hand sensors for their humanoid robots. It is a new generation of tactile sensor technology optimized to improve dexterous manipulation. Sanctuary is believes great robot hands are performing all of the high value tasks in the workplace when combined with AI and sensors. This requires a delicate—but durable—sense of touch ... Read more

There are critical commodities and energy prices that impact global agriculture and grocery prices. It impacts other countries more but it still costs the average american household too. It hits the crops that use the most fertilizer and use the most natural gas. The most important are wheat and corn. You may think well I ... Read more

Egypt is getting the Chinese Chengdu J-10C fighter aircraft equipped with PL-15 missiles. How does the Israeli Air Force’s (IAF) Lockheed Martin F-16 and F-35 fighters match up? This is an analysis of a range of factors including avionics, radar, stealth, weaponry, maneuverability, and operational context. The J-10C is a 4.5-generation multirole fighter, while the ... Read more

Russia and Ukraine punched above their weight in the fertilizer market, especially for nitrogen and potash, because of their resource advantages and production scale. Russia was the world’s top exporter of nitrogen fertilizers (like urea and ammonia), holding about 16% of global urea exports and 23% of ammonia exports before 2022 disruptions. Together with Belarus, ... Read more