The high $50 Billion per GW lease rates for xAI/SpaceX Colossus and similar premium, immediately available AI clusters are for scarce of ready-to-use, large-scale coherent GPU capacity. Kevin Pathrath’s is wrong about a conspiracy. He is comparing against different types of data center. The $2.7M/MW ($2.7 billion per gigwatt build figure is shell-only and brownfield. …
Prime Agent is an open-source self-improving coding and research agent (harness) released by Prime Intellect on August 5, 2026. It is built for coding workflows and long-running autonomous tasks. It combines a Recursive Language Model (RLM) runtime with a Continual Harness, emphasizing token efficiency and expressiveness through programmatic tool calling, treating context as a variable, …
Demis Hassabis is changing to a new role as Chair of Google DeepMind & Chief Scientist of Alphabet. This will allow him to focus on long-term strategy, and accelerating scientific breakthroughs, including leaning into my work at Isomorphic to help cure disease. koraykv will be stepping up to lead Google DeepMind as SVP, alongside @joshwoodward …
I Predicted SpaceX Q2 Earning $100B ARR, 2+ GW 2026- NEXT 18 Critical Months. A 40% spot uplift + cheaper power/shell + wrappers can pull the crossover forward by a quarter or more versus a pure long-term $35–50B locked-rate case. Risks remain execution on power reliability/permitting, utilization, and any broader rate compression, but the combination …
SapceX Q2 financials had $7.8 Billion of revenue and positive EBITDA. I had projected that they could have gotten as high as $8.6 billion but it was $7.8 billion. It was $1 billion over most analysts. The shares were positive but have dropped as the financial results are digested. This is likely a reaction to …
Here are my SpaceX AI related events / Milestones and Catalysts. I think the key milestones for major revenue impact other than Starship proving full reusability and deploying V3 satellites are the AI achievements. I think the AI monetization is more impactful in 2026 and 2027. If Cursor Composer and Grok 5.X are the top …
The AI2027 superAI scenarios are tracking a bit slower but we are still heading quickly to SuperAI. Risk milestones are arriving ahead of the capability milestones that were supposed to produce them. There is a AI2027 tracking website and they observed capability predictions were running a bit behind but the SWE Verified benchmark caught up. …
Claude Opus 4.6 can work for twelve hours. It can work reliably for seventy minutes. Mythos and likely Fable 5 can work for 16 hours at 50% correctness and 2-3 hours at 80%. Both numbers describe the same model doing the same kind of work, measured by the same organization. The gap between them is …
Sebastien Bubeck of OpenAI says “yes, nonsofic groups exist”—as an example of “many new beautiful results” from Astra, next major OpenAI model. OpenAI published a page and PDF detailing ten advances across pure math and theoretical computer science. The arguments were generated by an internal version of Astra (total compute cost ~$2,000 at their Sol …
What becomes free and abundant stops being where the money is and becomes less important. Tap water is essential and it is not an industry. If Jason is right that Deepseek and Other Open Source AI are indistinguishable for 95% of queries. The consequence is not that corporations buy hardware and run open source. 95% …
FundaAI’s 8 GW framing combined with the latest Minihard/Macrohard details indicate 8GW of SpaceXAI is doable by end of 2027-mid 2028. They indicate the 8 Gigawatts of chips and the 8GW of power are available to SpaceXAI 8 GW Demand (compute/chip-order side is locked in) as FundaAI calculates demand-side power need at ~8 GW total …