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Strategic Importance of Tesla Dojo Chips and 4680 Batteries

Tesla and Elon continue to develop 4680 batteries, AI4 and AI5 inference chips and Tesla Dojo chips. I have projected that Tesla could get trillions in value from cracking making Dojo chips being broadly useful for xAI for large language model training. 4680 development work continues despite issues scaling towards the original 100 GWh per ... Read more

Nvidia James Fan Proposes Physical Turing Test

Nvidia researcher James Fan proposes physical Turing test for robots. The robots do not have to be humanoid robots but he wants the bots to go into a very, very messy room and clean it up and prepare a meal for two and set the table. There would be a prepared clean room, the meal ... Read more

Prediction that Tesla Launches Supervised and Unsupervised Ridesharing in June in Austin

Tesla just added full Robotaxi functionality in the latest app update—quietly prepping for launch next month. There is the need for Tesla to launch Supervised and unsupervised ridesharing in June in Austin. The launch of supervised and unsupervised is not really a choice. Tesla plans to start day one with 10-20 unsupervised vehicles. The issue ... Read more

How is Tesla Solving Battery Supply Problems ?

The tariff barriers make it uneconomic to import batteries from China. China has been the main supplier of Tesla Megapack, stationary energy storage batteries. Tesla has enough US and non-China battery supply for cars. Tesla needs to get more batteries for megapacks in the USA. Tesla will be able to use China batteries for the ... Read more

Will Google Release Gemini 3 or Gemini Ultra at Google IO in 2 Weeks?

Google has been releasing many Gemini 2.0 and Gemini 2.5 model variants. There is the new Gemini Flash image model. The flurry of releases is before Google IO later this month. Usually Google saves up its biggest releases for its Google IO event. This leads to speculation that Google will release a Google Ultra or ... Read more

Global AI Data Centers Keep Growing Despite Adjustments From Amazon and Microsoft

AWS and Microsoft are pausing or slowing down the development of data centers, according to a Wells Fargo research note. Several industry sources told Wells Fargo’s analysts team that AWS has “paused a portion of its leading discussions” on colocated data centers. Microsoft capex for the quarter came in at $21.4bn this was $1.2 billion ... Read more

Trump Says Houthis Have Given Up and There is a Ceasefire

President Donald Trump says the Houthis have announced to the USA last night that they no longer want to fight. There is a ceasefire for now between the US and Yemen. The US will stop or pause bombing in Yemen as this plays out. The US stepped up air strikes on the Houthis in March ... Read more

Cerebras WSE3 Versus Nvidia B200

Cerebras Systems is adding six new AI data centers in North America and Europe. This will increase inference capacity to over 40 million tokens per second. The new facilities will be established in Dallas, Minneapolis, Oklahoma City, Montreal, New York, and France, with 85% of the total capacity based in the United States. According to ... Read more

1+ Million Times Better AI in 4 Years and AI Agents Today Will Connect to All SAAS Applications

China’s Manus AI is showing an excellent demo of agent capabilities. You can toggle between four applications (Search, browser, coterminal and document editor). David Sacks says AI agents will be connect to all of hour SAAS (Software As A Service) applications. Agents will interact with dozens of apps. There is a new Agent standard called ... Read more