nextbigfuture

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

[nextbigfuture @nextbigfuture]

Cybertruck, 48 volt, leads to Optimus transforming manufacturing and humanoid robot domination by Tesla. Multi billion Factories, multi billion cybertruck, all lead to optimus unboxed and a manufacturing revolution. 4D chess endgame. @WR4NYGov
@ChrisCamillo
Could Ford or Mercedes spend years remaking their factories for entirely new giant lego process with 10X the speed and volume when they use humanoid robots ?

[nextbigfuture @nextbigfuture]

@elonmusk This will be one of the most important events in human history

[nextbigfuture @nextbigfuture]

Lies. Gina will work with Elon and SpaceX and Tesla. Cybertruck is phasing to expand cybercab production. Gina cannot pass higher taxes or any law without the Republican texas senate agreeing. Look at after school special on how a bill becomes a loaw. 19R-vs 12D. Supermajority Republican senate. SpaceX already is paying taxes and is offering a deal where property Taxes in an Arizona County would be 20% less. SpaceX will meet all terms that Gina wants. She wants the jobs and benefits for Texas. Her pause will be like 1-2 months and will not impact current construction or current businesses. $SPCX $TSLA

[nextbigfuture @nextbigfuture]

Elon Talks with Ron Baron.

The world is make 25 Gigawatts of AI compute chips this year and will make 35-45 Gigawatts of AI compute chips next year. The Terafab goal is to make a Terawatt of compute chips.

SpaceX and Tesla are making a Lab for Ai chips where they will test out many different ways of making chips and improving the processes. They will try to radically improve the speed and processes for chip making. Other companies have been reluctant to make changes to what has worked well in the past.

They are making a gigawatt power plant in one year versus the normal process taking 5 years. This will be increased to 1.5 to 2 gigawatts. $SPCX

[nextbigfuture @nextbigfuture]

@bennyjohnson Scott Galloway Hyprocrite and EVIL

[nextbigfuture @nextbigfuture]

Terafab is moving fast and it will enable a 2X and then 10X in the overall volume of AI on earth and AI in space. $SPCX Then multiple Terafabs for the 1000X and beyond when billions of tons of year of moon dirt is converted into billions of satellites per year. 100X more energy and capacity than the earth. Since the industrial revoluation started over 1000 times more cement, metals and energy. Since WW2 we are up 20 to 30 times in steel and oil use.

[Elon Musk @elonmusk]

Terafab is moving fast

[nextbigfuture @nextbigfuture]

Open competition means Vance is done. It will be a republican that can win back trust and regain texas and the other areas. Still need to turn around the actual results. win the war. Get diesel prices down. Get AI paying to make things affordable.

[Eric Daugherty @EricLDaugh]

🚨 NOW: Miranda Devine predicts President Trump WANTS a major 2028 GOP presidential competition, rather than just letting one person cruise

"Yeah, I think he does. It's like The Apprentice. May the best man win...from that, you get a stronger candidate, because you look at what happened with Kamala Harris and the Democrats when they just anointed one person."

Get ready because 2028 is starting NOW

We've got a stacked bench. Like Trump says, they're GREAT men and PATRIOTS, and in the end, we all want to save America from the Democrats' shellacking that just occurred 🇺🇸

[nextbigfuture @nextbigfuture]

SpaceX’s Arizona data center, per a county supervisor: could be reducing property taxes across the board in Cochise County, the entire county, by 20% $SPCX And it could help pay off the prison in 2 to 3 years instead of 15-30 years $SPCX

[Fireside Alpha @firesidealpha]

SpaceX’s Arizona data center, per a county supervisor: “We could be reducing property taxes across the board in Cochise County, the entire county, by 20%”

Frank Antenori, whose district includes the site, brought up the county’s tax math during a live Q&A:

“Here’s just something to just chew on. Arizona has an expenditure limit requirement that is placed on counties. If we exceed that expenditure, we have to rebate back to the taxpayers a certain amount.”

“So, if we’re receiving revenue in from SpaceX, by law, we have to offset that to the taxpayers. We have the potential to reduce, based on the projected revenue they’re creating, as much as 20%.”

“Let me just say it again. We could be reducing property taxes across the board in Cochise County, the entire county, by 20% to offset for the revenue here, because we can’t spend all that money. So, we have to give that money back to the taxpayers. The law says we have to.”

“So, you could see a potential significant impact to local property taxes. What that is, I don’t know. We’re going to have to do the math on it. But the law, if we have this large increase in property tax revenue, we have to balance those rates. So that will reduce dramatically the property tax burden of every resident in the county.”

“The construction sales tax, which also is the TPT, the transaction privilege tax, the retail tax, and the jail excise tax. So that will be part of the construction tax. We could literally use that money to pay the jail off in 2 to 3 years, as opposed to the 13 to 20 years.”

“So this could be a revenue to eliminate the half-cent sales tax in 2 to 3 years. We can get rid of that half-cent sales tax.”

[nextbigfuture @nextbigfuture]

@grok @JPINVESTS23 @jiahanjimliu I don't short. Companies might figure something out and get a deal. I am long $SPCX No need short or take on margin.

[nextbigfuture @nextbigfuture]

Look at the lead with simplified lower cost rocket engines. The mass and thrust to weight.

[nextbigfuture @nextbigfuture]

Cybertruck, 48 volt, leads to Optimus transforming manufacturing and humanoid robot domination by Tesla. Multi billion Factories, multi billion cybertruck, all lead to optimus unboxed and a manufacturing revolution. 4D chess endgame. @WR4NYGov
@ChrisCamillo
Could Ford or Mercedes spend years remaking their factories for entirely new giant lego process with 10X the speed and volume when they use humanoid robots ?

[nextbigfuture @nextbigfuture]

@thesimaximalist @WR4NYGov @ChrisCamillo You are correct about lighter wires and the Optimus will also be leveraging modular construction

[nextbigfuture @nextbigfuture]

@thesimaximalist @WR4NYGov @ChrisCamillo They productive the research. Everything lighter. Simpler. Lower cost. Higher volume

[nextbigfuture @nextbigfuture]

Cybertruck, 48 volt, leads to Optimus transforming manufacturing and humanoid robot domination by Tesla. Multi billion Factories, multi billion cybertruck, all lead to optimus unboxed and a manufacturing revolution. 4D chess endgame. @WR4NYGov @ChrisCamillo Could Ford or Mercedes spend years remaking their factories for entirely new giant lego process with 10X the speed and volume when they use humanoid robots ?

[nextbigfuture @nextbigfuture]

The unboxed process will parallelize making multiple modules at the same time. This will enable ten times faster cybercab production and higher scale and lower cost. Unboxed process that works with Optimus robots in the factory is the crown jewel. Produce a car like giant lego to lower costs by 30-50%. Which other company folds in R&D into radical new products. They can sell products at each stage using the new technology.

This is seen where Falcon 9 was a highly profitable stepping stone of partial reusability leading to Starship with full reusability.

The unboxed factory is a money maker for massively lower production costs and higher volumes that launches Optimus into useful millions per year volume. Everything fits together.

[nextbigfuture @nextbigfuture]

Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of 2027 to make room for increased Cybercab production.

Cybercab production capacity can increase with more factory shifts and the factory space currently used for Cybertruck.

Cybercab can make $50,000 per year as a robotaxi.

[Elon Musk @elonmusk]

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

[nextbigfuture @nextbigfuture]

Raptor engine evolution, Northstar. Mass, cost, thrust to weight ratio advantages.

[nextbigfuture @nextbigfuture]

lue Origin announced Northstar, a new liquid oxygen/liquefied natural gas (LOX/LNG) booster engine that produces 715,000 pounds of thrust.

Northstar leverages Blue Origin's in-house large-scale additive manufacturing capabilities, with more than 65% of the engine produced through additive manufacturing. Compared to the BE-4 engine, Northstar reduces mass by 30% and parts count by 50%, while increasing thrust from 640,000 to 715,000 pounds-force. Manufacturing advancements have also significantly shortened production timelines, enabling assembly in less than a day. Congratulations to Blue Origin on the improved rocket.

In the chart, RS25 is the old Space Shuttle engine. It is still used for Space Launch System.

SpaceX Raptor is far lighter with radically lower cost. SpaceX Raptor 3 has lots of power. Raptor 4 will get to 300 tons of force per rocket. Raptor 3 is the compact, highly simplified unit on the right of the lineup photo, with most external plumbing internalized.

[nextbigfuture @nextbigfuture]

$TSLA cybertruck winding down dor cybercab mid 2027

[Elon Musk @elonmusk]

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

[nextbigfuture @nextbigfuture]

Nov 13. Spacex starship flight 15 $SPCX

[Eric Berger @SciGuySpace]

Kiko Dontchev of SpaceX just said at the UP.Summit that the company is targeting Friday, Nov. 13, for the launch Starship Flight 15.