Anthropic released FAble 5.1 and Mythos 5.1 and they continue to get better at agentic coding and scientific research. Fable 5.1 will cost an estimated 25% less than Fable 5 for typical workloads, wherever usage is billed by token. This is because we’re reducing our pricing on cache reads (where the model reads inputs that …
Taiwan’s gross domestic product government forecast is now over 11.0 growth for 2026. The fastest growth in 39 years. The Directorate General of Budget, Accounting and Statistics also predicted 6.04% growth for 2027. The export of goods is expected to grow almost 40% this year to NT$28.64 trillion (US$894.5 billion). The economy grew 8.76% last …
There is another huge increase in AI usage from productive agents like Grok bot. This is continuing the need for more energy and more construction of AI data centers. AI Revenues continue to grow. Breaking this down this dynamic situation is needed to know investment and business decisions. SemiAnalysis says Anthropic and OpenAI each ended …
Is the Tesla Robotaxi Era finally here. Many Tesla believers had lost faith. But look out Tesla is ramping unsupervised robotaxi. There are about 1000 Cybercabs parked in and around Austin and other Tesla robotaxi cities. Elon and Tesla AI lead Ashok are talking about flooding Austin with Cybercabs. Unsupervised Cybercabs are already being added …
SpaceX already lifts about 85% of everything humanity puts in orbit — roughly 2,400 tons a year versus a few hundred for the rest of Earth combined, including China. The next Starship flights start stacking V3 satellites that add on the order of 20 Falcon 9 Starlink missions of capacity per launch. Starbase Louisiana is …
David Friedberg on @theallinpod says the neoantigen approach is sequence the tumor, make the protein, put it back in the body, let the immune system destroy the cancer. Sequencing and protein production are cheap now, and the technique came out of decades of NIH-funded research. “You can pay someone $50,000 to do this for you …
In 2022 the US was adding roughly 45–50% of the world’s new compute and China 30–35%. Export controls plus a huge US buildout flipped that: today about 70% of new AI data-center watts are going into America and China is under 10%. US AI chips are 2.3 to 2.7 times better at compute per watt …
One person with a chatbot burns tokens only while typing. One person with 3–20 background bots burns tokens all night. This month sees the start of grokbot boom that adds hours and ultra low cost models. Cheap models make it affordable. GLM-5.3-Flash at $0.15/$0.50 per million is ~10x cheaper than a frontier model. $20 per …
Elon Musk says his best guess for SpaceX ~$3.5T revenue is roughly around 2033. This could after adding 10-20 Gigawatts per year of earth based data centers from 2027 to 2033 and adding 100 Gigawatts per year of space based data centers from 2030-2033. This would be about 500 gigawatts of cumulative ai data center. …
The $100B Starbase Louisiana will have 10 pads (5 complexes × 2) and will start building in 2027 with a first launch targeted 2029. The new launch facilities will not have a positive revenue impact until 2029 and only if the work stays on schedule. SpaceX now has 17 Starship launch pads under development. Those …
Semianalysis reports Mythos 2 is done training and Anthropic are not releasing the model. Anthropic’s August 2026 Risk Report describes an unreleased internal model it calls Model 2. It is more capable than Mythos 5, with no current plan to release it externally and the normal external-release evaluation suite not completed. They describe Model 2 …