Josh Jenkins (@TMinusJosh) profile picture

News & analysis on the hard tech companies building the future 🚀 Probably lots of memes too 🤷‍♂️

Charlotte, NC
Joined October 2026
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When the countdown clock stops at 00:45 seconds and you’re clicking as fast as you can to clear alerts
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What does “the opposite” look like here, Anthropic coming back for more compute instead of less?
Replying to @aaronburnett
We would be happy to take the compute back. No problem. But I think the opposite is going to happen.
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Every company thinking about AI coworkers is going to rewatch the part where the bot catches sensitive financials on slide 6 before the deck goes to an outside agency
Hire Grok @Bot as a colleague and give it your hardest tasks!
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Anybody with a robot and a big enough GPU can now download Runway’s Praxis-1 and build on it, commercial use included. Open weights, Apache 2.0. Runway says it’s the top world action model on NVIDIA’s RoboLab-120 at 46.2% success, ahead of FLUX 3 Action at 42.9% and π0.5 at 28.0%. Even the best open model still misses more than half the time, so nobody’s handing it the dishes yet. The wild part is Runway saying web video works as well as teleoperated robot footage for pretraining. If that holds, every video of someone folding laundry is robot homework now. Image: @runwayml
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On Friday, SpaceX is attempting something that has never been done before: launching and bringing back all stages of an orbital rocket. The booster comes home first, about 6 and a half minutes after liftoff. The ship stays up for more than 22 hours and about 14 orbits, then will attempt to land back at the launch tower on Saturday afternoon. It's not just a test mission, it's deploying real payloads into orbit too. 26 Starlink V3 satellites, which SpaceX says adds up to about 10 Falcon 9 Starlink launches worth of capacity. The window opens Friday at 5:45pm ET. If the SpaceX team pulls this one off, this will be one of the most historic moments in spaceflight, and will pave the way for rapid reusability on a massive scale. Image: @SpaceX
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Update on the Cybertruck. Last week I said the line was probably moving to another factory. I don't think that's the case anymore. Elon says the line shuts down in about 8 months, and Tesla will have to return deposits for a lot of people because orders are coming in faster than they can build them. He also pushed back on reports that the truck is unprofitable. The reason he gives is factory space for Cybercab. I hate to see it go, but the math makes sense honestly. Tesla already has 573 Cybercabs registered in Texas, per a tracker's count of the state list. My guess is that number climbs fast once the truck line is gone.
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Two robot brain numbers dropped this week that are worth knowing. NVIDIA says its new GR00T 2 model hits 95% success on new tasks after just 5 demos each. Google DeepMind says Apptronik's Apollo 2 humanoids hit 96% doing parts kitting on live Mercedes-Benz lines in Germany and Hungary. Both are the companies' own tests, and DeepMind's model still runs in the cloud instead of on the robot. Meanwhile at CoRL in Austin, Tesla engineers told TheHumanoidHub that autonomous Optimus demos are coming soon. My guess is Tesla answers with an autonomous Optimus demo before the year is out. Video: @GoogleDeepMind (factory footage at 2x)
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The real question we should be asking: do you think the jacket stayed on?
What is the charge? A succulent Chinese meal?
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Elon shared a post with three words this morning: "Project Crystal Sun." That's the code name for Tesla's proposed solar factory, with Fort Bend County near Houston the front-runner. The filing lists $10.1 BILLION, 9,712 jobs by 2033 and operations targeted for Q1 2029. Drone video shows dirt moving. Tesla hasn't confirmed construction and the state still has to sign off… but that's a pretty loud three words. xitter.twitterapi.xyz/elonmusk/status/211981…
Project Crystal Sun
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Tesla Robotaxi is live in San Antonio as of this morning, and the Austin map got a lot bigger overnight! Austin went from about 272 square miles to about 440 square miles, per EVwire's map math. San Antonio starts at around 275. As Robotaxi expansions continue to grow, we can expect to see more and more Robotaxi come online to fill the growing demand in these areas. Maps: @robotaxi
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Excited for the future of millions of Joe Biden impersonators walking around!
One day the entire world will look like this
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These are better than anything that comes out on Netflix. Absolute cinema.
More than a dozen flight tests and years of development, with countless hours worked by SpaceX engineers and technicians, all come down to this: the first orbital Starship launch carrying advanced Starlink satellites bound for space. Watch “Go For Orbit” and experience the moments behind flying the most ambitious Starship mission yet
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All the headlines are “Cybertruck is dead, goodbye my prince!” And everyone’s missing this comment from Elon. It’s not going away, it’s just throttling down. The manufacturing line is probably moving somewhere else too. This is the bulletproof, autonomous moon/mars rover to transport Optimus robots in the not-so-distant future. There’s no way they’re killing it entirely, calm down yall.
Replying to @OwenSparks
True, but the Cybertruck fleet will be around for a long time
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The headline everywhere is “Cybertruck is dead.” What he said is they’re winding down production at Giga Texas around mid-2027 so Cybercab can take the floor. He also said that the Cybertruck fleet isn’t going anywhere anytime soon. If they’re still going to build the truck, that means the line is probably moving somewhere else.
Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production
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This will be the first attempt at catching both the booster and the ship. It’s gonna be exciting for sure 🙌
Kiko Dontchev of SpaceX just said at the UP.Summit that the company is targeting Friday, Nov. 13, for the launch Starship Flight 15.
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United just became the first airline where you can scan a QR code and log into your own Spotify on the seatback. Powered by Starlink. Playlists, podcasts, music videos, right where you left off. Free or Premium. No Wi-Fi pass for the seatback app. Auto-logout when you land. More and more reasons to book airlines based on who is innovating with the best. Image: @united
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Pausing data centers in the state that's on track for about 41% of America's new capacity is a wild way to win the AI race. It's only a pledge until the Legislature acts in January, but the direction is obvious. If you can't get a permit on Earth…hell…you start looking up. Orbit doesn't have a zoning board, sun doesn’t set, and there’s no neighbors to complain about the hum.
Data centers in space looking pretty appealing right now
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Impressive render, very nice..now let’s see how it hot fires
The Astrobase EVEREST engine looks sharp! 800 kN full-flow staged-combustion methalox, built for a stainless-steel rocket. A strong first impression — now the test campaign has to back it up.
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If it can sit through 45 minutes of dentist hold music for me, that's AGI as far as I'm concerned.
Grok @Bot can call your dentist on the phone!
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SpaceX just lined up about $40 BILLION for Nvidia's next-gen chips. So how does a rocket company pay for that much AI hardware? It leases it. Same basic idea as leasing a car, just with GPUs and a lot more zeros. An Apollo-managed entity buys the hardware (Nvidia Vera Rubin chips plus the gear that goes with them) and leases it to SpaceX. Apollo leads it, Goldman Sachs structured it, and BlackRock, Goldman Sachs Asset Management and KKR-advised accounts signed on as anchors. SpaceX calls it the largest committed GPU financing ever. So is the money there yet? Not quite. It's a binding commitment, with the close targeted before year end. The leases only kick in as the chips actually show up, starting in the first half of 2027. And Wall Street already wants a piece. Bloomberg reports Goldman and Apollo are shopping slices of up to about $500M to other investors before the deal is formally syndicated. Why lease instead of just buying? SpaceX says it diversifies how it funds the compute behind Grok and its cloud customers. Its CFO points to payback periods of under a year on this infrastructure. My take is that payback number is the whole ballgame. If it holds, renting chips that earn back their cost inside a year is a no-brainer, and SpaceX looks like a serious AI landlord that also happens to own rockets and Starlink. Either way, big money shopping around pieces of SpaceX's AI buildout tells you how seriously they're taking this. Image: @nvidia
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