Intel is now officially partnering with Tesla, SpaceX, and xAI on the Terafab project. Terafab is their joint venture for a massive, vertically integrated semiconductor facility (primarily in Austin, Texas) that combines logic chips, memory (HBM), advanced packaging, testing, and even photomask production all under one roof. The goal is to produce ~1 TW/year of …
Microsoft is threatening to sue OpenAI over the February 2026 Amazon $50B investment and $100B cloud-expansion deal. Microsoft says the Frontier agent platform on AWS (stateful runtime) violates the Azure exclusivity for stateless OpenAI APIs that was in the original ~$13B Microsoft investment agreements (updated Sept 2025). Microsoft publicly restated Azure remains the exclusive cloud …
Bill Gates is down to 19th richest person in the world. He has a little more than three times as much as his x-wife. Bill has one eighths of the wealth of Elon Musk. Bill got out of Microsoft shares and into railroads and conservative mostly non-tech investments. Bill has also been shorting Tesla. SpaceX-XAI …
Elon Musk says Optimus 3 (teslabot) is essentially complete and will be by far the most advanced robot in the world. Nothing’s even close. The production start is the Summer 2026. It will be a very slow/low-volume ramp initially. There will be high-volume production in the ~Summer 2027. Tesla will try to release a new …
Elon drops the big things on FSD, cybercab and optimus, battery and cybercab factory in Europe. If authorities cooperate, Tesla would make Gigaberlin the largest factory in Europe. 1. Full Self-Driving (FSD) March 20, 2026: FSD regulatory approval in Europe (confirmed by Dutch authorities. Rollout starts immediately after). 2026 (this year): “You will be able …
SpaceX’s Starship Block 3 (aka Version 3 or V3) is a huge shift from prototyping to scalable mass production. SpaceX is focusing on enhancing reliability, reducing costs, and enabling high-volume manufacturing to support ambitious goals like frequent Mars missions and expanding the Starlink constellation. Key advancements include automated assembly processes, particularly for the heat shield …
Just started Tesla Robotaxi drives in Austin with no safety monitor in the car. Congrats to the @Tesla_AI team! If you’re interested in solving real-world AI, which is likely to lead to AGI imo, join Tesla AI. Solving real-world AI for Optimus will be 100X harder than cars. Just started Tesla Robotaxi drives in Austin …
A general desktop emulator (like xAI’s Macrohard, which emulates keystrokes, mouse movements, and screen interactions) could vastly expand beyond VBScript/Unix scripting, which are limited to command-line or basic API tasks. Such a system automates any UI-based workflow without code changes or integrations, mimicking human behavior across apps (browsers, legacy software, ERPs). What It Could Do …
True AGI expected in 2026 (possibly 2027), with superintelligence by ~2030 surpassing all human intelligence combined. 100X Intelligence density increase will reduce the HBM memory bottleneck. 10X AI gains every year going forward. Reusable rockets will be 30 times faster than planes, move more cargo and there will ten times more giant rockets than large …
xAI completed its upsized Series E funding round, exceeding the $15 billion targeted round size, and raised $20 billion. Investors participating in the round include Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX and Baron Capital Group, amongst other key partners. Strategic investors in the round include NVIDIA and …
Elon Musk is very optimismic about AI + robotics leading to an age of extreme abundance. He sees a Star Trek future and not Terminator. The next 3–7 year transition will be very bumpy, potentially causing massive social unrest despite rising prosperity. AI and robotics is a supersonic tsunami that is already accelerating, no off-switch, …