Lex Fridman interviews Jeff Bezos about Blue Origin and Amazon. Jeff also admitted the obvious that Blue Origin’s progress has been too slow and Elon Musk is a great business leader. 0:00 – Introduction 0:24 – Texas ranch and childhood 4:02 – Space exploration and rocket engineering 16:36 – Physics 26:10 – New Glenn rocket …
Amazon bought three rocket launches from SpaceX for itsA Project Kuiper internet satellites, announced on Friday. This is not a drill: Amazon bought SpaceX launches. Amazon's satellite internet network Project Kuiper aims to compete with Elon Musk's Starlink – and will fly on the latter's rockets to do so. Read more:https://t.co/FipIFAum6l — Michael Sheetz (@thesheetztweetz) …
Lockheed Martin and Boeing is in the final stage of selecting a buyer for ULA between three bidders Blue Origin, a private equity fund, and an unknown big aerospace company. Buying United Launch Alliance would give Blue Origin an orbital rocket and the guaranteed government contracts. Amazon’s would be able to launch Project Kuiper satellites. …
Microsoft was already spending over $10.7 billion per quarter to build out data centers and AI compute (Q4 2023). There are reports that Microsoft will increase this capital spending to $50 billion per year. This would be averaging $12.5 billion per quarter. This capex spending is up from $7.8 billion in Q3 2023 (Jan-Apr 2023). …
2023 has been a relatively good year for the benchmark S&P 500 and growth stock-fueled Nasdaq Composite. The S&P 500 is widely viewed as the best benchmark of Wall Street’s health. It’s a market cap-weighted index comprised of 500 generally profitable, time-tested companies, a few of which have multiple classes of shares. All told, the …
A recent Morgan Stanley 66 page report on Tesla makes the case that Tesla AI, Dojo training computer and the FSD (full self driving system) can be as critical to Tesla share price as AWS (amazon web services cloud computing) was to Amazon. AWS has become 70% of the Amazon’s profit (EBIT). This means the …
China, Guowang, has filed a spectrum application with the International Telecommunication Union for two constellations with the cryptic names GW-A59 and GW-2. This will be a 12992 satellite constellation. Chinese Aerospace conglomerate, Kasich, has large constellation satellite plans in August 2017 They announced plans for a constellation of 156 satellites with individual satellite capacities of …
Sanctuary AI has about $100 million in funding and has deployed its humanoid bot to commercial stores to perform over 120 retail tasks. Sanctuary AI has some superior capabilities like handling mailing labels and ziploc bags. If I were Tesla, I would buy SanctuaryAI now. If not then Amazon will. Amazon has about one million …
Amazon stock has fallen 24% today including afterhours trading and sent Jeff Bezos net worth to about $107 billion. Elon Musk is at about $211 Billion in net worth. Amazon has lowered guidance for the fourth quarter. Meta is down 25% today and Mark Zuckerberg with about 12.8% is down to about $40 billion in …
Amazon had a 2022 hardware event. They have a new line-up of ambient devices, services, and features from Amazon, including: – Kindle Scribe, the first Kindle built for reading and writing – Halo Rise, an all new bedside sleep tracker – The next-generation QLED Fire TV – A new lineup of Echo Dot devices, our …
Recommender AI systems are an important component of Internet services today: billion dollar revenue businesses like Amazon and Netflix are directly driven by recommendation services. AI recommenders get better as they get bigger. Several models have been previously released with billion parameters up to even trillion very recently. Every jump in the model capacity has …