NextBigFuture.com

TESLA Q1 Was Confusing. Technical and Business Decoding Is Required

Brian Wang — Fri, 24 Apr 2026 16:11:44 +0000

Tesla financial and operations numbers like free cash flow and margin were growing. Those were good things. They beat on earnings and other forecasted metrics. However, the discussion about higher capital expenditures spooked Wall Street. There was also not a hard core locked in timeline for scaled unsupervised robotaxi. The growth in FSD and the ...

DeepSeek V4 is Good, 10X Cheaper Than Frontier and 10X More Efficient With Memory

Brian Wang — Fri, 24 Apr 2026 14:47:23 +0000

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 ...

China Backs Orbital Data Center Startup with $8.4 billion in Credit

Brian Wang — Fri, 24 Apr 2026 06:56:06 +0000

China is $8.4 billion in credit lines + state-backed plans targeting gigawatt-scale AI compute in space by 2035. China’s orbital AI data center push, led by startup Orbital Chenguang (Beijing Orbital Twilight Technology Co., Ltd.) with massive state-aligned backing, represents an ambitious, hybrid public-private effort to sidestep terrestrial constraints on AI scaling. The goal is ...

Multi-Tbps Quad Band Starlink Satellite Gateway

Brian Wang — Fri, 24 Apr 2026 06:44:05 +0000

SpaceX filed FCC application SES-LIC-20260306-00745 for a next-generation quad-band gateway earth station called First of Its Name for the Starlink factory in Bastrop, Texas. The station will use 40 antennas, each with a 1.99-meter parabolic dish, to harness additional spectrum in the Ka-, V-, E-, and W-bands. This will allow connection to more satellites simultaneously ...

FCC Decisions Support Satellite to Cellphone Deals

Brian Wang — Thu, 23 Apr 2026 23:54:17 +0000

OpenAI GPT 5.5 Has Good Ranking Scores But Is It Better?

Brian Wang — Thu, 23 Apr 2026 23:36:16 +0000

OpenAI GPT-5.5 tops the Artificial Analysis Intelligence Index by 3 points, breaking a three-way tie with Anthropic and Google. There is indication that is faster and has some good results but some results are mid. More time is needed. It is a good model but it does not appear to be groundbreaking. OpenAI topping five ...

Tesla Has Started Cybercab Production

Brian Wang — Thu, 23 Apr 2026 23:09:30 +0000

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

Seven Month to Start of Unsupervised TESLA FSD for Customer Usage

Brian Wang — Thu, 23 Apr 2026 14:09:44 +0000

In about seven months Tesla will Start region by region deployment of unsupervised TESLA FSD for Customer Usage. The owners of FSD will start to get unsupervised FSD. This will be before extreme (aka material) scaling of unsupervised robotaxi. Getting beyond 20,000 to 60,000 unsupervised robotaxi will be a few months after FSD 15 is ...

SpaceX Will Buy Cursor

Brian Wang — Wed, 22 Apr 2026 19:25:10 +0000

Cursor is already at ~$2 Billion ARR (annual recurring revenue as of February 2026) and was on track to triple to over $6 billion ARR by the end of 2026 even before the xAI deal. The brand-new partnership with xAI/SpaceX gives them massive Colossus supercomputer access, which removes their biggest remaining bottleneck and should let ...

SpaceX Has Option to Buy Cursor for $60 Billion – XAI and Cursor Try to Catch Athropic Claude Code

Brian Wang — Wed, 22 Apr 2026 00:00:11 +0000

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 ...

Elon Replied to My New Glenn, ULA, Space Force Post

Brian Wang — Tue, 21 Apr 2026 21:08:08 +0000

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 ...