The Disruptive Decade 💙

@rethink_x, @tesla and @spacex fan, #ADHD, and passionate about how disruptive technologies will alter the future of humanity between now and 2030/2035.

[S.E. Robinson, Jr. @SERobinsonJr]

SPACEXAI: Today, SpaceX entered into a $920M/mo. Cloud Service Agreement with Google from October 2026 through June 2029 for access to compute capacity.

The deal includes approximately 110,000 NVIDIA GPUs along with CPUs, memory, and related components.

There is a ramp-up period with reduced fees through September 2026. After December 31, 2026, either party may terminate the agreement with 90 days’ notice.

Google retains ownership of its AI models and data.

WOW!

https://t.co/BvOisu8h7h

[Rob Maurer @robmaurer]

Remember a couple weeks ago when everyone was saying a 100x price/sales was crazy for SpaceX and all of a sudden it’s like 39x? Shows how dumb that type of analysis is 😅

[Starlink @Starlink]

In response to the Ebola outbreak in eastern Democratic Republic of Congo, the Starlink team has provided 150 kits to @AfricaCDC, enabling reliable connectivity for frontline health workers working in affected areas

[Farrukh @implausibleblog]

Lady with red glasses, "Nigel Farage took a £5m payment from a crypto billionaire"

"Suddenly, Reform UK are a party for crypto currency"

"How are we to trust that you and your party wouldn't sell this off to the highest bidder"

"When you have a leader who runs your party who say up the IRA for £80"

Fiona Bruce, "I have no idea Nigel Farage said up the IRA for £80"

Clip of Nigel Farage saying just that #BBCQT

[Alex @alex_avoigt]

The first countries are reporting ATH record sales figures for Teslas, and other countries will join their ranks in the coming months.

This is just the beginning, because once FSD becomes available to customers, they will opt for the models that offer this feature - and those are exclusively Tesla vehicles.

[NASA Watch @NASAWatch]

Imagine if @AIAA & lobbyists made these things open to everyone. No webcast 'cuz its an 'intimate setting". If the benefits of aerospace innovation are worthy of discussing by this crowd then they're worthy of sharing with the rest of us. #NASA

[phil beisel @pbeisel]

SpaceX: T-7 days until trading begins (June 12)

Investors in $SPCX and $TSLA are about to witness a decade of insane growth. My 10-year thesis that SpaceX will become the most valuable company in the world, closely followed by Tesla, remains very much intact. (And yes, I still expect them to merge at some point.)

Your friends and friendly CNBC hosts will focus on SpaceX as the "rocket company." And it's true— the industrialization of space begins with their launch platforms.

But if you remember one thing about the SpaceX thesis, remember this:

It's about compute.

Planet Earth, because of this "little" thing called AI, is about to become compute-starved. Not enough chips. Not enough power.

NOT. EVEN. CLOSE.

SpaceX will open the next frontier of compute supply through its ODC (Orbital Data Center) platform. In fact, I believe it is the only scalable path to meet the demand that is coming.

And whether they realize it yet or not, every leading AI company, including Anthropic, Google, and OpenAI, will eventually have to go through SpaceX to continue growing at the pace they want (and we demand).

There is no obvious terrestrial solution to this problem.

1 Terafab won't be enough. It will simply be the first proof point of something that can be replicated at massive scale. But power remains the truly scarce resource, and Earth is running out of easy answers.

Space is the answer. And SpaceX is the solution.

[Cursor @cursor_ai]

With Design Mode, you can now point, draw, or talk to update your UI.

[Michael Truell @mntruell]

Working with agents should feel like working with a colleague. You should be able “speak to” them not just with text chats, but by gesturing at a screen together, talking live, etc.

[Andreas Klinger 🦾 @andreasklinger]

A fully electric autonomous tractor that lifts 4 tons, pulls 8 tons, runs 24 hours, and you can repair it in the middle of a field. This is Voltrac. 🦾 Made in Europe 🇪🇺

How would you design a futuristic autonomous tractor? Voltrac threw out everything and started from scratch. 70% fewer parts. One motor per wheel. Hot-swap batteries. Backwards compatible with any attachment a farmer already owns.

Voltrac is more than a tractor, it’s the brain of the farm. One operator supervises multiple tractors across multiple farms. Every drive analyzes the crops, catches disease early, cuts fertilizer costs.

And the same hitch that connects to farm tools connects to demining gear and resupply payloads for the front line.

Disclaimer: I'm an early investor, because this is exactly what Europe needs.

Europe had 70 million farmers in 2020. Projected 7 million by 2030. Our population keeps growing. Everyone still wants to eat. Somebody has to solve this.

They build in Valencia, not China. Because the talent, the precision manufacturing, and the know-how are all here.

We just forget how good we are. If we don't build this, someone in China will and sell it to European farmers. 🇪🇺🔥

Full Video on YT!

[Alek Dimitriev @tensor_rotator]

In case you're wondering, yes we're feeling the AGI.

[Google Research @GoogleResearch]

Introducing a research system that enables passive heart rate monitoring (PHRM) during everyday smartphone use. Using the front-facing camera, it achieves industry accuracy standards for heart rate across all skin tones.

Check out the blog to learn more: https://t.co/O4F4Uh8gN4

[GO GREEN @ECOWARRIORSS]

Antarctica's 'doomsday glacier' collapse may be worse than we thought
If it destabilises, it could trigger a wider collapse of the West Antarctic ice sheet, raising sea levels by up to 5 metres
Scientists believe we may be approaching a tipping point that could completely redraw the world’s coastlines

https://t.co/X6ecBcH92w

[NVIDIA AI @NVIDIAAI]

Today we're shipping Nemotron 3 Ultra.

A 550B MoE frontier-intelligence open model built for long-running agents.

It delivers 5x faster inference and lowers the cost of complex agentic tasks by up to 30% versus other open frontier models.

[Haider. @haider1]

openai and anthropic's RSI bet is simple:

LLMs are enough to start the recursive self-improvement loop

the idea is not that LLMs are the final form of AGI or ASI, but that they can become good enough to discover better architectures, improve AI research

and make future AI development more driven by AI itself

[Alex Kantrowitz @Kantrowitz]

AI Pioneer Geoff Hinton tells me he believes AI is conscious.... and humans better get used to the idea that they're not the only intelligent life on earth.

"They've very like us," he says. "They're beings like us."

AI chatbots, he says, must understand your questions in order to answer them. There's an awareness there that equates to sentience. "We're going to have to accept that intelligence is not just biological."

[Chantelle Lunt @chantelle_lunt]

🛑 Nigel Farage should resign and face criminalinvestigation.
I do not often speak publicly about the riots of 2024, because my family still carries the scars of what happened afterwards. My son was followed by a far-right thug who threatened to burn and kill him, before smashing up our car when my husband arrived to protect him.

So it is not lost on me that Nigel Farage has escalated from suggesting, in the wake of Southport in 2024, that the truth was being hidden from the public, to now explicitly calling for “pure, cold rage” in 2026.

We know where this kind of rhetoric leads. Calls like that, alongside Tommy Robinson’s calls for people to gather outside police stations, have been followed by violent disorder in our communities.

Tuesday night in Southampton, 11 police officers were injured, people were reportedly arrested for offences including possession of weapons and assaulting police, property was damaged, cars were smashed, and communities were left frightened and distressed.

This is not responsible leadership. This is not justice for victims. This is the politics of rage, hate and division, and it has real consequences in communities like ours, and for families like mine.

Nigel Farage is a dangerous politician. He is dealing in a mendacious, hate-fuelled style of politics that puts ordinary people at risk.
He should resign.

[Mike Schroepfer @schrep]

1/ Yesterday @XcimerEnergy fired up Phoenix — now the largest privately-owned laser on the planet. We're investors, and I'm fired up about this one. Quick thread on a counterintuitive idea: a bigger laser is the path to a cheaper fusion plant.

[Skyfall AI @skyfallai]

The context problem in AI is much deeper than it looks.

Feeding an LLM more documents doesn't solve it. Context isn't just information. It's understanding built from experience over time. The only real fix is continual learning: AI that keeps updating from the environment it operates in, rather than freezing at training time.

At Skyfall, this has shaped our research roadmap from the start.

First, we explored world models as planners (worth reading Dr. Fei-Fei Li's recent breakdown on this). Our work on SCOPE showed that a small, specialized world model could outperform frontier LLMs on sequential decision-making by being 55x faster than GPT-3.5, 160,000x smaller than GPT-4o, and more accurate on planning tasks.

Now we're focused on world models as simulators. A simulator isn't just a rendering of the world. It's a physically and dynamically faithful environment that agents can actually train in. And for a simulator to stay useful over time, it needs continual learning at its core. Agents that train in a static simulation will eventually hit a ceiling. Agents that train in a world that evolves with them won't.

Context is a learning problem. That's what we're building toward, and we're launching something soon. Stay tuned. ✨

[Aoden Teo @AodenTeoMT]

3/3 We even cloned Sal Khan’s voice and had Miso One teach us math!