Tesla Robotaxi app rolled out to all iOS users. People are getting instant access.
Tesla fleet in Austin appears to have scaled from ~50 → ~200 vehicles in Austin cutting wait times from 10–20 min to 3–4 min despite huge demand surge.
~500–600k miles/month now. There have only been 7 minor accidents reported
Texas already effectively unsupervised (safety “monitor” ≠ driver).
Arizona, Florida, Nevada essentially self-certify → very fast expansion possible.
Tesla should start unsupervised FSD by pulling some safety monitor Texas by ~December 10, 2025.
Safety drivers/monitors are trivial to hire. Scaling to thousands of vehicles is not a blocker.
AI Landscape – Extremely bullish
xAI Grok 4.1 briefly #1, then Google Gemini 3 took #1. But XAI and Google are both far ahead.
Scaling laws still hold → more compute = better models → Nvidia wins big.
Nvidia crushed earnings again (+20% QoQ guidance). Blackwell 300 ramp is now smooth, Rubin coming 2026.
Gavin Baker sahs Google & xAI are pulling ahead. OpenAI slipping to #3.
Frontier AI leaders are Google, xAI, OpenAI, Anthropic.
Grok 5 coming Jan 2026 (6T params, big leap). Grok 6 later in 2026 even bigger.
Space-Based AI Data Centers
Elon said 5 years until space data centers are cheaper than terrestrial.
Starlink V2 satellites already have radiation-tolerant chips.
Future versions will have massive compute.
Version 3 already approved for 50k.
This will scale to 500k specialized AI compute satellites by ~2030
This will be 50–100 GW of off-planet solar-powered AI compute.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
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