Deepseek v4 is out now, about expected, close to frontier behind about 3-6 months maybe. The big thing is price, its 1.74 per million tokens in and 3.48 per million tokens out. The output tokens are like up to 10x cheaper than the frontier. If you accept gpt 5.2 or gemini 3 performance they will …
SpaceXAI and Cursor_ai are partners trying to catch up to Anthropic and Claude Code. XAI data center and hundreds of thousands of chips can power Cursor Composer 2. The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s …
My post yesterday on New Glenn, ULA and Space Force transferring payloads to SpaceX got reply from Elon Musk. He agreed Space is hard. Blue Origin New Glenn rocket is grounded during an FAA investigation into the second stage problem they had on the weekend. ULA Vulcan has mishaps with their solid rocket boosters made …
Amazon announced an additional $5 billion investment in Anthropic immediately, plus up to $20 billion more in the future (tied to commercial milestones). This brings its total committed capital to as much as $33 billion. The announcement does not specify how much new equity/percentage this adds or the exact structure, but it will increase Amazon’s …
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. …
Business deals with Intel, Samsung and TSMC will boost Tesla and XAI supply and demand challenges. How will Terafab and Teralab fit into the plan. Accredited Investors can sign up for educational discussion and Q&A with Brian Wang https://forms.gle/sdDwj852Fnfxkkan8 Brian WangBrian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million …
There are many ways to manage a marketing team, and companies are always looking for ways to improve upon what they already built. These days, marketing leaders are increasingly leaning into decentralization. But how exactly does decentralization work within the context of a marketing team? And how can you see the full benefits in your …
Starlink V3 launches with Starship will carry 25 to 50 times more bandwidth than a Falcon flight with V2, depending on how you count it. Starship will also launch 100+ times more per year than Falcon (mostly AI sats). Probably ~20k comms satellites per year at ~2 tons/sat. High mass flux to orbiy. Elon Musk …
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 …
\Demis Hassabis (DeepMind CEO) and other AI leaders sees the next big AI gains—and the path to AGI—will come from targeted algorithmic breakthroughs in areas like continual learning, memory architectures, world models, reasoning/planning, and hybrid systems. Demis talked in a 20VC podcast with Harry Stebbings. Here’s a structured summary drawn from that interview, his other …
Amazon CEO Andy Jassy released the annual shareholder letter. • AWS AI revenue is running above $15 Billion annually • Amazon expects around $200 Billion of 2026 capex mostly tied to AI infra • Project Leo already has 200+ satellites in orbit ahead of launch. • $4 Billion+ is going toward rural delivery expansion while …