Brian Wang

SpaceX Will push to new technology to improve the most important part of TERAFAB. These are the secrets that will enable 50 times more chips by 203...

Semianalysis agrees with my analysis of SpaceX getting up to $300 Billion per year by end of 2027.

It is a procurement metric, not a sales metric. There are three separate stacks and the industry deliberately blurs them.

CoreWeave ahas heavy reliance on leasing (rather than owning) data-center facilities. It uses a standard real-estate technique—capitalizing an ongo...

Microsoft has already signed 10GW of AI data center contracts year-to-date for over $300B of total contract value, but those contribute to late-202...

SpaceXAI Grok 4.6 is roughly the same performance as Fable 5 Max at an 85% discount. 80% cheaper for input tokens and 88% cheaper for output tokens. It is pareto dominant.

Bots have their own computer. They sign into the tools you already use and work across apps, inboxes, and more. They finish jobs end to end, and only come back when something needs your approval.

Cognition Labs reports Grok 4.6 (available in Devin) is a significant improvement over 4.5, surpassing GPT-5.6 Sol while trailing only Opus 5 and Fable 5.

SpaceXAI Grok 4.6 is a major release that is by the frontier and competitive with OpenaI GPT 5.6.

November 2026 and Feb 2027 projections by extrapolating the recent doubling rates. Doubling times are taking ~4 months for the amount of human work time AI can perform. Another ~1.5–2× (3 months) to ~2–4× (6 months) increase in effective time horizon is a reasonable baseline expectation if trends hold. This points toward reliable multi-day (or longer) autonomous software/engineering-style tasks at moderate reliability becoming more common, with higher-reliability windows expanding into multi-hour continuous work.