Brian Wang | NextBigFuture: Deep Tech Insights on AI, Drones, Space, Energy & Investments | Proven prediction track record (Metaculus rank 8 + Grok citations
California, USA
Joined May 2008
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SpaceX's 444-acre Texas site went from slab to steel in 4 days. About 500 MW of gas turbines are on site and two more minihard pads are graded beside Building 1. I estimate room for up to 20 minihards. The largest, most profitable AI data center complex in the world. $SPCX
This electric propeller system did happen. It is not AI.
He tried to do it with turbojet thrusters but it caught fire.
Tech blogger 神奇阿宇 from Hubei, China, built a working hoverboard.
Electric, with 10 brushless motors pushing over 30kg of thrust each—enough to lift 4 people—and peak current hitting 2,000 amps.
2 STEPX Neo phones as the board's brain. One inside the board reads posture data in real time; the other on his wrist feeds AI voice prompts through his earbuds—"Weight's shifting left!" "Bend your right knee!"
After 10+ days of brutal training and AI-assisted correction, he achieved man-machine sync.
WORLDCHANGING Technology is hidden inside the Tesla Roadster
Tesla's Roadster flies. Cold-gas thrusters lift it for about 10 seconds with no ramp, but the thrusters and precision control are the bigger story. The same technology could enable SpaceX to bring cargo back with precise landings anywhere on Earth from space for a tiny fraction of what a Dragon capsule costs.
Billions of dollars from better drugs and materials produced in microgravity. $SPCX $TSLA
If SpaceX Is building minihard data centers in 5 months for $13 billion and makes $26.7 billion per year for each 220,000 Gb300 chips then the data centers are paid off within the 180 days of the first contract. They will have value and are continuing to renew the contracts. $SPCX
Deutsche Bank Research says SPACEXSI makes $26.7. billion from 220,000 leased GB300 chips.
More than 10 gives of ai day center by adding minihard data centers every month. 400 megawatt for gb300 data centers and 600 megawatts for Rubin data centers
cursor XAI At $6B ARR now. Maybe $8 to 10B ARR by year end. $SPCX
I second 0 to 60mph for $tsla roadster
If this is correct then a 400 MW 220,000 B300 chip minihard would only cost $13 billion. the minihard saves 15% on electricity by having more density and lower energy losses. This would mean if Deutsche bank is correct that $26.7 per year of rent from 220,000 B300 chips then there is a 6 month payback. $SPCX @ARKInvest @elonmusk @nvidia
How could Elon build a chip-manufacturing operation at TSMC scale? Taiwan Semiconductor makes most of the advanced chips in the world. Elon wants to unblock the critical supply chain so he can go from 20 minihard data centers in 2027 to 200+ minihard data centers equivalents, 80-90% of which will be data centers in space.
Hire experienced teams.
License technology.
Buy equipment.
Secure memory.
Develop packaging.
Prove yields.
Repeat.
Each step has a different bottleneck.
On this morning's call, C.C. Wei said TSMC has sent teams to Texas and is talking with "one of our customer who try to build a fab, Terafab"
Wei said any fab TSMC is part of "got to be run by TSMC"
Elon said last week that Tesla and SpaceX will build and run Terafab, and TSMC can sublease part of it "but nothing more than that"
$TSM just confirmed it's in talks with Elon on Terafab
On this morning's call, C.C. Wei said TSMC has sent teams to Texas and is talking with "one of our customer who try to build a fab, Terafab"
But there's a catch... Wei said any fab TSMC is part of "got to be run by TSMC"
Elon said last week that Tesla and SpaceX will build and run Terafab, and TSMC can sublease part of it "but nothing more than that"
Got a feeling that Elon is about to get into a fight with the biggest chip maker in the world
SpaceX Terafab is needed to double up supply from just TSMC chip production and is the path to Petawatts on the moon. $SPCX