Tesla Robotaxi app rolled out to all iOS users. People are getting instant access.
Tesla fleet in Austin appears to have scaled from ~50 → ~200 vehicles in Austin cutting wait times from 10–20 min to 3–4 min despite huge demand surge.
~500–600k miles/month now. There have only been 7 minor accidents reported
Texas already effectively unsupervised (safety “monitor” ≠ driver).
Arizona, Florida, Nevada essentially self-certify → very fast expansion possible.
Tesla should start unsupervised FSD by pulling some safety monitor Texas by ~December 10, 2025.
Safety drivers/monitors are trivial to hire. Scaling to thousands of vehicles is not a blocker.
AI Landscape – Extremely bullish
xAI Grok 4.1 briefly #1, then Google Gemini 3 took #1. But XAI and Google are both far ahead.
Scaling laws still hold → more compute = better models → Nvidia wins big.
Nvidia crushed earnings again (+20% QoQ guidance). Blackwell 300 ramp is now smooth, Rubin coming 2026.
Gavin Baker sahs Google & xAI are pulling ahead. OpenAI slipping to #3.
Frontier AI leaders are Google, xAI, OpenAI, Anthropic.
Grok 5 coming Jan 2026 (6T params, big leap). Grok 6 later in 2026 even bigger.
Space-Based AI Data Centers
Elon said 5 years until space data centers are cheaper than terrestrial.
Starlink V2 satellites already have radiation-tolerant chips.
Future versions will have massive compute.
Version 3 already approved for 50k.
This will scale to 500k specialized AI compute satellites by ~2030
This will be 50–100 GW of off-planet solar-powered AI compute.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.
Nvidea is not collecting what it’s owed, that’s why it turned around and was down by the end of yesterday:
https://shanakaanslemperera.substack.com/i/179453867/the-receivables-anomaly
“Hidden on page eight of Nvidia’s 10-Q filing, buried in the standard financial statements, lies a number that algorithmic systems flagged within minutes of release: accounts receivable of $33.4 billion….The math reveals the magnitude. Nvidia’s daily revenue equals $626.4 million ($57.01 billion divided by 91 days). A seven-day collection delay represents $4.39 billion per quarter. Extrapolated across three quarters since the Blackwell architecture launch in Q1 fiscal 2026, the cumulative gap reaches $13.2 billion.
Bloomberg terminals flagged this within 45 minutes of the filing. Quantitative hedge funds activated short positions within two hours. By market open on November 20, institutional order flow had reversed from net buying to net selling.
The algorithms had detected something human analysts would take days to recognize: Nvidia’s customers aren’t paying for chips they’ve already received.”
The AI bubble has several causes, but non-payment of orders is a big red current flag.