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Elon Musk’s Drops Hints About His Next Master Plan

Questions to inspire discussion.

AI and Supercomputing Developments.

🖥️ Q: What is XAI’s Colossus 2 and its significance? A: XAI’s Colossus 2 is planned to be the world’s first gigawatt-plus AI training supercomputer, with a non-trivial chance of achieving AGI (Artificial General Intelligence).

⚡ Q: How does Tesla plan to support the power needs of Colossus 2? A: Elon Musk plans to build power plants and battery storage in America to support the massive power requirements of the AI training supercomputer.

💰 Q: What is Musk’s prediction for universal income by 2030? A: Musk believes universal high income will be achieved, providing everyone with the best medical care, food, home, transport, and other necessities.

🏭 Q: How does Musk plan to simulate entire companies with AI? A: Musk aims to simulate entire companies like Microsoft with AI, representing a major jump in AI capabilities but limited to software replication, not complex physical products.

Continue reading “Elon Musk’s Drops Hints About His Next Master Plan” | >

Why Meta Just Froze AI Hiring & What It Really Means

Questions to inspire discussion.

📊 Q: How often do these extreme job offers occur in the tech industry? A: These hundred-million-dollar job offers are rare occurrences and not representative of typical hiring practices in the tech industry, even during boom cycles.

🔄 Q: What does Meta’s hiring freeze suggest about the AI industry? A: Meta’s sudden shift from aggressive hiring to a freeze may indicate a potential cooling in the AI sector or a strategic reassessment of their AI investments and talent needs.

Strategic Considerations for Companies.

🏢 Q: Why are big tech companies making such large offers for AI talent? A: Large tech companies are making enormous offers to secure top AI talent due to perceived strategic vulnerability and the fear of falling behind in a rapidly evolving technological landscape.

🔍 Q: What should companies consider when competing for AI talent? A: Companies should evaluate the long-term sustainability of offering extreme compensation packages and consider the potential market shifts that could affect the value of AI talent investments.

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What comes after agentic AI? This powerful new technology will change everything

Ten years from now, it will be clear that the primary ways we use generative AI circa 2025—rapidly crafting content based on simple instructions and open-ended interactions—were merely building blocks of a technology that will increasingly be built into far more impactful forms.

The real economic effect will come as different modes of generative AI are combined with traditional software logic to drive expensive activities like project management, medical diagnosis, and insurance claims processing in increasingly automated ways.

In my consulting work helping the world’s largest companies design and implement AI solutions, I’m finding that most organizations are still struggling to get substantial value from generative AI applications. As impressive and satisfying as they are, their inherent unpredictability makes it difficult to integrate into the kind of highly standardized business processes that drive the economy.

A look at the next big iteration of the transformative technology.

MIT’s 1972 collapse model updated: Humanity enters make-or-break decade

MIT’s 1972 global collapse warning revisited: Humanity enters make-or-break decade.

Nearly five decades later, sustainability analyst Gaya Herrington revisited World3 with fresh data. Her study, published in the Journal of Industrial Ecology in November 2020 and later shared by KPMG (where she then worked), compared several of the model’s scenarios with decades of empirical trends across variables such as population, fertility and mortality, industrial output, food production, services, non-renewable resources, persistent pollution, human welfare, and ecological footprint.

The aim was straightforward. After half a century, which of World3’s possible futures does the real world most resemble? Herrington found that the dynamics described in 1972 still fit the data “strikingly” well. In scenarios that keep growth as the primary goal, what the original authors called the “standard run” and what we’d now call “business as usual,” the model points to declines in industrial capital, agricultural output, and welfare within this century.

HUGE: Elon’s “Macrohard” AI — His CRAZIEST Idea Ever

Questions to inspire discussion.

Industry Disruption.

🏢 Q: How might traditional companies be affected by AI simulations? A: Traditional firms like Microsoft could see their valuation drop by 50% if undercut by AI clones, while the tech industry may experience millions of jobs vanishing, potentially leading to recessions or increased inequality.

🤖 Q: What is the potential scale of AI company simulations? A: AI-simulated companies like “Macrohard” could become real entities, operating at a fraction of the cost of traditional companies and disrupting markets 10 times faster and bigger than the internet’s impact on retail.

Regulatory Landscape.

📊 Q: How might governments respond to AI-simulated companies? A: Governments may implement regulations on AI companies to slow innovation, potentially creating monopolies that regulators would later need to break up, further disrupting markets.

Continue reading “HUGE: Elon’s “Macrohard” AI — His CRAZIEST Idea Ever” | >

Elon Musk Just DROPPED a Wave of Tesla Announcements

Questions to inspire discussion.

🚕 Q: How is Tesla’s robo taxi service progressing? A: Tesla’s robo taxi service is already larger than competitors in Austin and the Bay Area, with plans for significant expansion.

Business Model Shifts.

📊 Q: How might Tesla’s business model change with autonomy? A: Tesla may shift to manufacturing cars primarily for their own robo taxi service, rather than selling to individual customers.

🚛 Q: What potential does Tesla see in autonomous semi trucks? A: Tesla believes autonomous semi trucks could unlock trillions in value and shift supply chains from rail to trucking.

📅 Q: How is Tesla’s leasing strategy evolving? A: Tesla is focusing more on shorter leases (1−2 years) and inventory car leases, indicating a move towards a leasing and subscription model.

Continue reading “Elon Musk Just DROPPED a Wave of Tesla Announcements” | >

Ark Invest Blew My Mind: Shocking Tesla Robotaxi Research

Ark Invest forecasts that Tesla’s robotaxi business could reach $10 trillion by 2029, driven by its manufacturing efficiency, data advantage, and strategic positioning in major urban markets ## ## Questions to inspire discussion.

Tesla’s Robotaxi Dominance.

🚗 Q: How significant could Tesla’s robotaxi business become? A: Tesla’s robotaxi business could represent around 90% of its enterprise value by 2029, capturing a substantial share of Ark’s projected $10 trillion global robotaxi market.

🏙️ Q: What’s the potential impact of robotaxis on urban transportation? A: Research suggests 200,000 robotaxis, supplemented by privately owned vehicles in an Airbnb-like model, could meet all of urban Austin’s vehicle miles traveled (VMT) demand, with peak demand requiring 350,000 vehicles.

Manufacturing and Cost Advantages.

🏭 Q: How does Tesla’s manufacturing capability compare to urban demand? A: Tesla’s Austin factory alone could produce more vehicles than urban Austin’s entire ride-hail fleet in approximately 9 days, showcasing its vertically integrated manufacturing advantage.

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Foxconn: Hon Hai Precision Industry Co., Ltd

(鴻海精密工業股份有限公司), doing business as Hon Hai Technology Group (鴻海科技集團) in Taiwan, Foxconn Technology Group (富士康科技集团) in China, and (富士康) internationally, is a Taiwanese multinational electronics contract manufacturer established in 1974 with headquarters in Tucheng District, New Taipei City, Taiwan. In 2023, the company’s annual revenue reached 6.16 trillion New Taiwan dollars (US$ 192,377,640,000 (equivalent to $198,533,892,569 in 2024)) and was ranked 20th in the 2023 Fortune Global 500. It is the world’s largest contract manufacturer of electronics. [ 3 ] While headquartered in Taiwan, the company earns the majority of its revenue from assets in China and is one of the largest employers worldwide. [ 4 ] [ 5 ] Terry Gou is the company founder and former chairman.

Foxconn manufactures electronic products for major American, Canadian, Chinese, Finnish, and Japanese companies. Notable products manufactured by include the BlackBerry, [ 6 ] iPad, [ 7 ] iPhone, iPod, [ 8 ] Kindle, [ 9 ] all Nintendo gaming systems since the GameCube, Nintendo DS models, Sega models, Nokia devices, Cisco products, Sony devices (including most PlayStation gaming consoles), Google Pixel devices, Xiaomi devices, every successor to Microsoft’s Xbox console, [ 10 ] and several CPU sockets, including the TR4 CPU socket on some motherboards. As of 2012, factories manufactured an estimated 40% of all consumer electronics sold worldwide. [ 11 ]

Foxconn named Young Liu its new chairman after the retirement of founder Terry Gou, effective on 1 July 2019. Young Liu was the special assistant to former chairman Terry Gou and the head of business group S (semiconductor). Analysts said the handover signals the company’s future direction, underscoring the importance of semiconductors, together with technologies like artificial intelligence, robotics, and autonomous driving, after’s traditional major business of smartphone assembly has matured. [ 12 ].

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