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The Department of Government Efficiency has the objective of cutting government spending by $2 trillion per year out of $6.8 trillion in spending. This is nearly as large as the $2.43 trillion/year in individual income tax. Tariffs were $80B/year last year. Increasing it to $500B combined with cuts in waste, fraud and adding tariffs would ... Read more

Cursor has no marketing and a team of fewer than 20 people. Cursor is a Software as a Service (SaaS) for an AI code editor. AI-Powered Coding: Cursor offers an AI-enhanced code editor that integrates with Visual Studio Code (VS Code), providing real-time AI assistance for coding tasks. This includes writing, editing, and automating code, ... Read more

Amazon AWS will invest $100 billion in 2025 to take the lead in AI spending. Amazon CEO Andy Jassy said recent efficiency innovations by China’s DeepSeek should increase overall customer spending on generative AI, rather than reduce it. $320 billion in spending from the top four companies in 2025 CapEx projections: – Amazon – $100 ... Read more

The NASA Artemis 2 mission would be a manned lunar flyby. It will cost about $5-10 billion with the SLS and Orion systems. A SpaceX Falcon Heavy option with modified Dragon would cost about $2-3 billion. Alternative vehicle costs: Falcon Heavy: Approximately $90-150 million per launch New Glenn: Exact pricing not publicly available, but estimated ... Read more

Boeing is preparing for the cancellation of the Space Launch System rocket. Some are arguing for the cancellation after the Artemis 2 and Artemis 3 flight. However, there are months of fixes needed for the human rated Orion. The heat shield is not safe. Rushing to get off two more flights will likely cost over ... Read more

Astronomers looked more closely at one of seven stars that looked like possible Dyson sphere candidates from earlier observations. They used high-resolution e-MERLIN and EVN (e-VLBI) observations of a radio source associated with Dyson Sphere candidate G, identified as part of Project Hephaistos. The radio source, VLASS J233532.86−000424.9, is resolved into three compact components and ... Read more

Google had fallen far behind in the AI race but has gotten into the lead with Gemini 2.0. Google Gemini 2 is powerful, fast and very low cost. It is better than Claude, faster than O3-mini and cheaper than Deepseek. It will cost $1 per 1 million tokens per hour. Theo reviewed it and he ... Read more

Tesla is starting production at its new 80 GWh/year Shanghai Megapack factory on Feb 11, 2025 and they have started construction on a third megapack factory that will likely be 80-160 GWh/year. There were 200 GWH/year of fixed energy storage installed in 2024 and Tesla installed bout 30 GWH of it. Tesla will install about ... Read more

Advertisers all returned to X (previously Twitter) a few months before the November 2024 election. 2024 X profits were $1.25 billion which was about double the highest adjusted EBITDA of Twitter which was in 2021 at $682 million. This means just holding onto the 2024 advertisers would give X a full year of around $2.5 ... Read more

Lex Fridman talked to two AI hardware and LLM experts about Deepseek and the state of AI. Dylan Patel is a chip expert and the founder of SemiAnalysis and Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the author of a blog on AI called Interconnects. – The conversation ... Read more

Tesla is now officially hiring engineers to prepare for mass production of Optimus (Tesla Bot) in their Fremont factory in California. Tesla plans to produce 5,000 to 10,000 Teslabots in 2025 and 50,000 to 100,000 in 2026 and 500,000 to 1 million in 2027.

Fubon Research has a $1000 Tesla (TSLA US) **2026 年基本假設 – (Basic Assumptions for 2026)** – Revenue growth rate: 15% – Gross profit margin: 20% – Operating profit margin: 15% – Tax rate: 20% – Investment in capital expenditure: 6% of revenue – 2026Q4 EPS (Earnings Per Share): $2.19, YoY (Year over Year) +21.2% – ... Read more

Tesla said they have a goal of making 10,000 Teslabots in 2025 and increase to 50,000 to 100,000 in 2026 and 500,000 to 1 million in 2027. How will there usage impact Tesla factories and profits? Tesla is in the process of converting factory operations to the unboxed process. This is creating more large lego ... Read more

China has the second largest sovereign wealth fund in the world at $1.3 trillion and it has over $16 trillion in debt. Singapore also has both a large national debt and a large sovereign wealth fund. The Federal Reserve holds about $4.4 trillion in T-bills and bonds. The US already holds a lot of financial ... Read more

In 2014, the US Navy installed its first prototype SSL (solid state laser) capable of countering surface craft and unmanned aerial vehicles (UAVs) on a Navy ship. The Navy since then has been developing and installing additional SSL prototypes with improved capability for countering surface craft and UAVs. Higher-power SSLs being developed by the Navy ... Read more

The US is creating a national sovereign wealth fund. There have been several states that have made wealth funds. Alaska has a $64 billion fund. The U.S. sovereign wealth fund could approach or exceed $2 trillion. The largest sovereign wealth funds is $1.7 trillion. At the time of the executive order’s signing, no specific initial ... Read more

Concentrated Solar Energy plant would generate thousands of degrees of heat and caused the death of 6000 birds per year. The plant uses 5 square miles (12.9 square kilometres) of giant mirrors that focus beams of concentrated sunlight onto three different 40-storey-tall towers. The plant sits along the Pacific Flyway – a popular migratory route ... Read more

Canada is implementing a $1.3 billion border plan — reinforcing the border with new choppers, technology and personnel, enhanced coordination with our American partners, and increased resources to stop the flow of fentanyl. Nearly 10,000 frontline personnel are and will be working on protecting the border. In addition, Canada is making new commitments to appoint ... Read more

The US Navy released a new photo of USS Preble (DDG-88) firing her HELIOS laser weapon. It is a 60 kilowatt combat laser. badass pic.twitter.com/i3thc0dH6H — CommonSenseOnMars (@CommonSenseMars) February 3, 2025 The USS Preble is the first U.S. Navy vessel equipped with HELIOS, a 60-kilowatt-class directed energy laser weapon developed by Lockheed Martin. It is ... Read more

SpaceX Starship V3 will be 20-30 meters taller with a proposed height of 140 to 150 meters. This increase in height is aimed at accommodating more propellant, thus increasing payload capacity. SpaceX could upgrade to Starship version 3 by November, 2025. It is projected that Starship V3 could have a payload capacity of approximately 200 ... Read more

There are now 25% tariffs on everything made in Canada and Mexico and this could increase to 50%. Trump promised to double the tariffs if Canada and Mexico retaliated and they did. There was a 2018 study of proposed tariffs in the 10-25% range. However, cars are now 34% more expensive than in 2018. The ... Read more

The distilled versions of Deepseek are not as good as the full model. They are vastly inferior and other models out perform them handily. Running the full model, with a 16K or greater context window, is possible for about $2000 at about 4 tokens per second. This uses an Machine Specs AMD EPYC 7702 512GB ... Read more