~nextbigfuture-com | Bookmarks (309)

I, Brian Wang, had a livestream video with Herbert Ong on Brighter With Herbert. I talked about my discovery that Tesla Shanghai Megapack factory is over twice the size of the Lathrop Megapack factory in California. This is just for the main building and there will be three buildings.

The IDF (Israeli Defense forces) have reportedly crossed into Lebanon in limited operations. They are taking out tunnels, minefields and some border villages and towns. Official IDF statement. In accordance with the decision of the political echelon, a few hours ago, the IDF began limited, localized, and targeted ground raids based on precise intelligence against ... Read more

I, Brian Wang, noticed that an aerial view of the Tesla China Megapack factory was revealing a building that is over the twice the size of the Lathrop California Tesla Megapack factory. I had a discussion with Bradford Ferguson of Rebellionaire who has visited the Lathrop Factory to count Megapack production. Brian White was on ... Read more

Tesla Cybertrucks now have FSD. Full Self Driving 12.5.5 provides Cybertrucks and other Tesla cars with new and improved FSD. This is also the first version that merges highway and city street driving. Previously, highway driving was handled by autopilot. Autopilot highway had less than one accident every 7 million miles. FSD 12.5.5 is superior ... Read more

Tesla has had two bad years where growth in revenue was stalled and profits were squeezed. There was bad economies in China, Europe and the USA. Interest rates have been high. Now China is stimulating its economy with hundreds of billions and the US is cutting interest rates. Tesla has made about 20,000 Cybertrucks this ... Read more

Tesla has achieved all of the September, 2024 goals of the Tesla AI roadmap from one month ago. FSD 12.5.5 works for Cybertruck and gives all FSD end to end roads and highway. This looks great for Tesla Version 13 in October that should be the 6 times better on intervention miles. Three times improvement ... Read more

Jim Rickards warns of the collapse in China’s population and collapse in global population. Nextbigfuture described these issues in mid-2023 over 15 months ago. I described the collapse as worse than the black death and Jim use the same description. Jim Rickards is an economist, lawyer, and investment banker with 40 years of experience in ... Read more

Vik Mayala of Supermicro taked about maxing out the AI infrastructure at the Ignite AI Infra event. 5th gen CPUs are going to 500 watts per chip and next gen GPUs are going to 1000 watts and beyond. The AI training centers are going to 100k, 200k and 400k GPUs. Supermicro was a primary vendor ... Read more

Kumeran Siva of AMD talked at the Ignite AI Infra event spoke on Enterprise AI Use Cases. AMD has done the long research to create the chiplet architecture. In October, 2024 they will release their 5th generation EPYC CPU with 192 cores. They have the AMD Instinct with MI300X for generative AI. They have an ... Read more

Sylvia Acevedo, Board member of Qualcomm, gave a talk on Sovereign AI at the Ignite AI Infra conference. Sylvia gave an overview of the landscape of governance around AI. She discussed what Sovereign AI is and why it matters. Data Centers are all over the world. AI is will be shaped by the governance. The ... Read more

In May, Nextbigfuture projected that Starlink could reach 3.5 to 5 million customers at the end of 2024 and SpaceX has revealed they are passing 4 million customers this week. 5 million customers is possible for Starlink. 1 million were added from late May to the end of September. Starlink has increased its rate of ... Read more

OpenAI is working on a plan to restructure its core business into a for-profit benefit corporation that will no longer be controlled by its non-profit board. CEO Sam Altman and likely many employees will get equity. The reports are Sam will get 7% of the company which is valued at $150 billion. 7% would be ... Read more

SpaceX colonization of Mars will involve trillions in costs. How can Mars become a money maker? Europe colonized the United States but the United States economy grew to be significant. From 1700 to 1774, the output of the thirteen colonies increased 12-fold, giving the colonies an economy about 30% the size of Britain’s at the ... Read more

There is a re-examination of space tethers and skyhooks to find near terms use cases. Harsimony at Greaterwrong.com provides the analysis of value for tethers when we have a lot of space launches and space activity. A tether that spins at 1.74 km/s is ideal for some boosting to the moon. The fuel cost per ... Read more

Craig Nordeen (Air Force Research Lab, Pratt & Whitney) gives a lesson from three years ago on detonation engines. He describes the history and how they work and why they are more efficient. The work at Hermeus and Venus Aerospace could leverage detonation engines to achieve efficient flight in the Mach 5-10 range. Venus Aerospace ... Read more

The Tesla October 10 Robotaxi day banner says WE, ROBOT. This seems to imply no driver robotaxi demos and Teslabot demos. Elon says this will be one for the history books. This will be one for the history books pic.twitter.com/qQ0HZyGMZE — Elon Musk (@elonmusk) September 26, 2024 Tesla has hypermapped the Warner Brother’s studio lot. ... Read more

OpenAI CTO Mira Murati is leaving the company Bob McGrew, OpenAI’s chief research officer and Barret Zoph, VP of post training have also left. Murati’s departure comes almost a year after a boardroom coup shook the AI startup and temporarily ousted CEO Sam Altman, leaving Murati as its temporary leader. In her six-year tenure, she ... Read more

Bill Gates is worth 8 times less today than if he had kept his 45% stake in Microsoft from after the IPO in 1986. Bill Gates has $163 billion in net worth. If Bill Gates did not sell shares during the IPO he would have had 49% of Microsoft. Bill Gates has been selling his ... Read more

Microsoft and the companies making AI data centers will be great customers for nuclear energy. Barrons reports that Microsoft is paying double the price for the Three Mile island nuclear electricity as the going commercial rates. This is about $130 per megawatt hour. An 835 megawatt reactor at 92% capacity factor would generate about 6.6 ... Read more

A deep discussion of the developments with AI and the upcoming 2025 Tesla Dojo 2 and 2026 Dojo 3 chips. But AI needs compute and data. Won’t AI reach a limit as we use up human created data? What if you can use mass production of space telescopes to monitor the whole galaxy down to ... Read more