Tesla now has at least 38 unsupervised robotaxi. Austin is up to 27 unsupervised, which is over half of the 53 robotaxi. The count from robotaxitracker is likely only 70% or less of the actual based upon how many Waymo vehicles have been confirmed out of 200 expected vehicles. Tesla FSD 14.3.2 is rolling out …
Starlink supplier projects 100M starlink high speed internet terminals 2028 and 200 million 2030. This is inline with my projections from last week based on looking at customers and price points. I divided up countries into high speed internet subscription tiers. And I have project may ten Starship launches in 2026 and 100 in 2027 …
Tesla has added another 7 unsupervised robotaxi in Austin, Dallas and Houston. There are hundreds parked and ready to be added. This is likely an undercount because the crowdsourcwed robotaxitracker.com miss over half of the supervised vehicles for Tesla and Waymo. Just getting Dallas and Houston to the Austin level with population and other adjustments …
Tesla is up to at least 25 Unsupervised vehicles in Texas per the robotaxitracker. Robotaxi tracker is crowdsourced. This means someone who took a ride in a Tesla robotaxi in Texas has to report the license plate to the app or website. They miss over half of the known Waymo vehicles. Austin 19 Dallas 3 …
The Dylan Patel, head of Semianalysis, interview is a must watch for anyone tracking AI economics, infrastructure, and future societal shifts. SemiAnalysis’s own AI spend exploded from tens of thousands last year to $7 million annualized run-rate right now. Even non-technical staff are now heavy Claude/Code users. Semianalysis metrics and work are cited by Nvidia …
Tesla Cybercab is now in production at Giga Texas. They are very different from the wrapped engineering versions. Purpose-built for autonomy Cybercab in production now at Giga Texas pic.twitter.com/Y9qG3KyWBa — Tesla (@Tesla) April 23, 2026 Brian WangBrian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His …
The U.S. stock market has been one of the greatest engines of wealth creation in human history. From 1926 to 2025, it generated nearly $91 trillion in shareholder wealth. Most stocks are not wealth creators – they are wealth destroyers. Only 48% of stocks deliver positive returns over their lifetime. Just 41% outperformed Treasury bills. …
There are now 13 unsupervised Tesla robotaxi in Austin. There was a 2 months at the 8-10 unsupervised level. Three were added over the last 10 days. This would suggest about 20 by mid next week. NHTSA has reported no accidents in the Feb-Mid March timeframe. There are hundreds of Cybercabs ready roll into Austin …
Elon Musk is ordering equipment for the Terafab with the capacity to process 3,000 wafers per month. 36,000 wafers per year. 3-4 million chips per year. There could be similar numbers from Intel fabs in 2027 and perhaps double from each of Samsung and TSMC. This could be 10+ million chips per year in 2027 …
The Tesla_AI chip design team has taped out the AI5 chip. AI6, Dojo3 & other exciting chips in work. Tesla is working with Samsung and TSMC and they have started working with Intel chips. There are shortages of GPU, CPU, energy and memory for AI data centers. Congrats to the @Tesla_AI chip design team on …
There are huge breakthroughs coming in 2026 for space, Tesla technology and AI. SPACE BREAKTHROUGHS Early May SpaceX Starship V3 Flight 12 June SpaceX Flight 13 Orbital Second Half V3 Satellites 10-20 Flights, 400-1000 Satellites $100-200 Per Kg with 10+ booster reuses April 30 FCC Internet Broadband Power will be approved that will enable 1 …