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Brian Wang | NextBigFuture: Deep Tech Insights on AI, Drones, Space, Energy & Investments | Proven prediction track record (Metaculus rank 8)

California, USA
Joined May 2008
SpaceX is making moves to become the first AI carrier $SPCX • Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native. • Edge inference at the tower, like an updated Akamai for AI • Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
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Grok Bot 1.0 is a massive upgrade as they all work together and take initiative automatically $SPCX Grok Bot team automatically collaborate with each other, take initiative, and continuously improve Here's what's NEW: 1. MULTIPLAYER TEAMMATES • Share Grok Bots with your entire team • Work together directly in Slack and Microsoft Teams • Invite Bots into video meetings • Bots follow discussions, remember decisions, and understand team context • Multiple Bots collaborate to complete complex projects 2. PROACTIVE TEAMMATES • Bots identify tasks that need attention without being asked • Monitor ongoing projects and upcoming deadlines • Follow up on unfinished work • Prepare materials and suggest next steps • Coordinate with other Bots and involve humans when decisions are needed 3. BOTS THAT LEARN TOGETHER • Learn from interactions with different team members • Remember preferences, decisions, and workflows • Improvements taught by one teammate benefit the entire team • Become increasingly useful as they gain experience 4. SMARTER AND MORE CAPABLE • Faster, more reliable browser automation • Improved document and presentation creation • Interactive Pages that Bots can build and update • Better Gmail, Google Calendar, and GitHub integrations • Smarter approvals with fewer unnecessary interruptions • New settings and team usage analytics And the biggest shift is that Grok Bots no longer need to wait for someone to assign every task They are becoming proactive teammates that understand what needs to get done and start making progress
SpaceXSI just officially launched Grok Bot 1.0, and this is a massive upgrade Grok Bots now has a intelligent teammates that work alongside your entire team, collaborate with each other, take initiative, and continuously improve Here's what's NEW: 1. MULTIPLAYER TEAMMATES • Share Grok Bots with your entire team • Work together directly in Slack and Microsoft Teams • Invite Bots into video meetings • Bots follow discussions, remember decisions, and understand team context • Multiple Bots collaborate to complete complex projects 2. PROACTIVE TEAMMATES • Bots identify tasks that need attention without being asked • Monitor ongoing projects and upcoming deadlines • Follow up on unfinished work • Prepare materials and suggest next steps • Coordinate with other Bots and involve humans when decisions are needed 3. BOTS THAT LEARN TOGETHER • Learn from interactions with different team members • Remember preferences, decisions, and workflows • Improvements taught by one teammate benefit the entire team • Become increasingly useful as they gain experience 4. SMARTER AND MORE CAPABLE • Faster, more reliable browser automation • Improved document and presentation creation • Interactive Pages that Bots can build and update • Better Gmail, Google Calendar, and GitHub integrations • Smarter approvals with fewer unnecessary interruptions • New settings and team usage analytics And the biggest shift is that Grok Bots no longer need to wait for someone to assign every task They are becoming proactive teammates that understand what needs to get done and start making progress From accounting and customer support to sales, marketing, research, and everyday operations, the potential is absolutely extraordinary SpaceXSI turned Grok Bot into an entire workforce of digital teammates things are getting incredibly exciting even more
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SpaceX Colossus 2 AI data center campus has bought new property in the southwest. It is known as Project Mitchell. SpaceX also is getting approval for more power. This is likely a new AI data center beyond the 5 already being built or near completion. SpaceX has started buying residential properties in the southeast, near its power plant. This would likely help residential property from not have noise problems with the power plant. SpaceXSI just secured a major regulatory win in Mississippi for its massive 1.2 GIGAWATT power plant.
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$SPCX gets Mississippi 1.2 Gigawatt air permit
SpaceXSI just secured a major regulatory win in Mississippi for its massive 1.2 GIGAWATT power plant After two days of testimony, Mississippi’s Environmental Quality Permit Board voted to uphold the air permit for SpaceXSI’s permanent Southaven power plant on November 10 The project includes: • 41 permanent natural gas turbines • Approximately 1.2 GW of power generation capacity • Electricity to support SpaceXSI’s expanding SI compute infrastructure, including Colossus II The decision keeps the existing air permit in place, supporting SpaceXSI’s plans to expand its massive computing infrastructure The race for superintelligence is also an energy race, and this decision clears a major regulatory hurdle toward expanding the power infrastructure needed to keep scaling SI compute at an extraordinary pace
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$TSLA and maybe $SPCX might move HQ to Florida.
🚨 BREAKING: Elon Musk has OFFICIALLY been invited to relocate its Tesla headquarters from Texas to the free state of FLORIDA ☀️ And the invite points STRAIGHT to the fact Democrats won Texas Gov. Ron DeSantis has also warned that Elon may soon be TARGETED because of the election results REP. CARLOS GIMENEZ: "While others seek to investigate and punish success, Florida welcomes it." "I write to formally invite Tesla to consider relocating its corporate headquarters and expanding its operations from Texas to the free State of Florida, where innovation, entrepreneurship, and economic freedom are celebrated." "With the recent election of self-described Democratic Socialists to positions of power in Texas, I share your concerns about excessive government interference, politically motivated investigations, and policies that punish success." "No company should face political retaliation for creating jobs, investing in American innovation, and contributing to our nation's prosperity." "The Sunshine State is open for business." Musk already took his companies OUT of California because of hostile politics If Texas starts heading down that same road, Florida is ready!
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Gas prices Nov 10, 2022 AAA Nationwide $3.80 Versus Gas Prices Nov 10, 2026 AAA Nationwide $3.98
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Grocery price increases from 2020 to 2026. Main price increase from 2021 to 2024
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Price of gas Oct 2022 was within 6% of gas in October 2026 in California and prices nationwide October 2022 vs October 2026
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$SPCX gets equipment to make 100 gigawatt of solar per year
🚨 BREAKING: SpaceX just locked up 100+ GW of solar cell manufacturing equipment from German toolmaker SINGULUS to build STARMIND AI satellites The first turnkey heterojunction line arrives in Bastrop, Texas in H1 2027, running wet chemistry, vacuum coating and thermal processing under one roof. Elon Musk says most of the mass of a Starmind satellite is solar panels, meaning the solar cell factory is the satellite factory. 100 GW is enough solar for 400,000 Starmind sats “Time to make the mind of a sentient sun.”
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Elon musk reposted my video about SpaceX turning Dumb radio cell tower into a smart edge inference like Akamai for AI. Elon had said 1000X more communication in the future will be AI to AI. Agents talking to Agents. This will require the network and starlink to be optimized for AI communication. And the bandwidth will need to scale wtih AI and AI compute.
SpaceX is making moves to become the first AI carrier $SPCX • Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native. • Edge inference at the tower, like an updated Akamai for AI • Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
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99% of future communication will be AI to Ai and 0.99% will be human to AI. We will to optimize for this different traffic. @elonmusk and $SPCX have described this change and it will change what is built on earth and the future of starlink @roydendsouza
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@roydendsouza and I talked about $spcx making an optimized for ai carrier
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Spacex has rewritten Grok 4.8. Rewritten in C and C++. It first not resemble grok 4.7. It is improved a lot but more importantly puts grok into an improvement path.
Replying to @cradrrat
We have dumped JAX/SGLang and rewritten the entire RL and inference stack from scratch in C/C++, which took some extra time. Training (aka pre-training) is done. Lot of cleanup was needed on the SFT data to get that mostly right. Now, 4.8 is in RL and the evals are starting to climb. We will do a soft rollout to Bot users later this week and see how it goes. Grok 4.8 will bear no resemblance to 4.7 (thankfully). It is not yet incredible, but, this time, the foundations are built right, so I expect it to evolve to be something special.
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Anthropic ipo at a lower price to allow healthier public market price discovery $1 trillion valuation but it is likely $2.5 trillion when all RSU and dilution is accounted for
This quoted post is unavailable.
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Ai data centers will proceed. Both sides want the economic boom
The Data Center Buildout Is Not Dead The Senate’s 73-25 vote to advance the Bipartisan American Affordability and Jobs Act undercuts the claim that rapid data center expansion is politically finished. With White House support and President Trump publicly backing the measure as a way to unleash energy production and protect ratepayers, the bill both raises costs for operators and clears the largest practical obstacle to new capacity: the inability to build power and transmission on a workable timeline. Under the legislation, large loads of roughly 20 megawatts or more must cover the full incremental cost of the generation, transmission, and distribution upgrades built to serve them. Ratepayers are shielded from cost shifting, and states gain additional tools to impose collateral or other requirements. Modeling suggests this could meaningfully increase the retail power price faced by data centers and add roughly 10 percent to the annualized cost of a gigawatt-scale facility. Those numbers are real, and some marginal projects will be repriced or delayed. They are not fatal. The same bill shortens federal environmental reviews, limits the window for legal challenges, strengthens project certainty, and expands federal transmission siting authority after a defined state review period. The binding constraint on data center growth has not been the willingness of capital to fund servers; it has been the multi-year wait for reliable power. Faster permitting of generation and transmission addresses that bottleneck directly. Higher power costs and clearer cost allocation will push some developers toward co-located generation or more selective site selection. That is an adjustment, not a shutdown. The combination of ratepayer protections, accelerated infrastructure deployment, and explicit Trump administration support is more likely to sustain the buildout than to end it. The political signal is that Washington is prepared to let the projects proceed, provided the incremental costs fall on the operators rather than on everyone else.
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Bloomington, Indiana has chosen limits that make them fall behind business oriented Amish. Growing number of business-oriented Amish communities selectively allow generative AI tools for work. Because the Amish are not a monolithic group, rules (Ordnung) regarding digital tools vary widely across different church districts. However, the adoption of AI follows a strict set of boundaries that separates necessary labor from harmful lifestyle distractions. The 1-800-ChatGPT Workaround. To access AI without violating church rules against smartphones or internet browsers, some Amish business owners use voice-to-text telephone services. By calling a toll-free number like 1-800-CHATGPT on a basic flip phone, they can verbally prompt an AI voice to research machinery, materials, or technical information. @michaeldell @elonmusk @AnthropicAI AI for Business Operations: In larger, progressive settlements (such as Holmes County, Ohio), a small minority of business owners utilize generative AI on their filtered business laptops. They treat platforms like ChatGPT or Copilot strictly as labor-saving utilities to write code for inventory dashboards, draft professional client emails, or review subcontractor contracts
Bloomington, Indiana, has banned artificial superintelligence. The city council voted 7–0 to bar superintelligent AI within city limits, including through apps and browsers. Violators face fines and possible prosecution. Lifting the ban would take approval from more than 95% of registered voters.
Readers added context they thought people might want to know
Bloomington's ordinance bans only hypothetical future superintelligent AI systems that vastly exceed human cognition across nearly all domains with recursive self-improvement and autonomy, not current AI technologies. idsnews.com/article/2026/1… safeaiforever.org/city-of-bloomi… cld-dev.io/policy/bloomin…
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One of the richest engineering nerds in the world succumbed to temptation from hot woman. ‘Jensanity’ in Taiwan with AI hero’s welcome when he goes there multiple times per year. “I love coming to Taiwan and love seeing everybody here and I appreciate their support, and everybody’s very, very kind,” Huang said when asked about the wildly enthusiastic reception he gets in Taiwan. Jensen married was 17 years old when he met his university lab partner and then married her five years later. He then co-created Nvidia when he was 30. He became a rockstar business man in Asia. Revered. Hordes of fans. A women got Jensen to sign her boobs -bra in 2024. In the released video, Jensen Huang is surrounded by fans requesting autographs. Among them, a woman wearing a partially exposed top asks Huang to sign her clothing. He briefly smiles in disbelief and double-checks the fan's request. Then, Huang says, "I'm not sure if this is a good idea," before completing the autograph. The woman shared the photo on her social media, writing, "Adrenaline was rushing. I shook hands with the 'Godfather of AI,' and he signed my phone case and clothes. I hope this year will be a big hit as well." “Jensen I love you!” one woman shouted out to him from the crowd in English as he greeted a throng in front of a Taipei restaurant on Saturday night where he was entertaining Taiwanese tech titans from companies like chipmaker TSMC, dubbed by local media the “trillion dollar dinner” given the market capitalization of the assembled firms. His fame in Taiwan prompts bafflement from Nvidia colleagues, given he is often largely unnoticed when he attends similar events in the United States, and concern from his bodyguards as they try to hold back reporters and fans alike. “He’s not saying anything important,” one bodyguard told reporters, asking them to step back as Huang handed out fried ice cream to his gathered fans.
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Texas expands $TSLA robotaxi to San Antonio. 1288 unsupervised robotaxi are now registered in Texas. Florida likely has 300 robotaxi as each of three cities has more miles driven per week than Houston. About 9000-10000 miles per week. Houston and Dallas each have about 200 vehicles assigned to them. They will each go to about 500 when 300 cybercabs are added to each.
Tesla has just officially announced a new Robotaxi city! San Antonio, Texas @Tesla robotaxi rides begin on November 9th at 5 AM CT.
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