Apple
Iphone Duo

• Available October
• Starting at $2000

Meta

• Unveils personal AI agent: Muse

Nvidia

Nvidia to buy Hugging Space for $13B.  Per WSJ.

Jensen Blog post. 

More than 18 million developers, researchers and creators use Hugging Face to share more than 3 million models, 500,000 datasets and 1 million applications. More than 200,000 companies use the platform to discover, evaluate, customize and deploy AI.

Hugging Face will remain an open platform for the entire AI ecosystem. Developers will choose the models they want, the frameworks they want, the clouds and inference service providers they want and the computing platforms they want. NVIDIA compute will not be required to build on or deploy through Hugging Face.

Nike
Nike removed from S&P 100

• Lot’s saying “go woke, go broke”.
• Revenue down from 2024: $51B vs 46b. Net Income down $5B vs 3.1b
• I highly recommend Shoe Dog!

AI

Whistleblower from Anthropic on X breaking every record possible. 

The Jacob Coxon Post? Planned?

• Phyop?
• Theory is Anthropic wants regulatory capture so they can govern.

Tesla

• CyberCab launch is looking legit. Appears to be 100’s of cars in Austin.
• 420 registered at Texas DMV. hahah 420
• Rooting for Waymo, Zoox and others to be successful.

PLAY Elon just stole my idea. Uber/Lyft drivers buy Cybercabs.

Engineering
Unboxed assembly. The car is built as parallel modules (front casting, rear, pack/seats, outer skins) and joined late. Tesla says the line footprint is about half a conventional line. Deleting hydraulics and paint is what makes that join possible.Uno

• Color-in-mold RIM body skins. Outer panels (doors, hood skin, roof, quarters, bumpers) are polyurethane made by reaction injection molding with the gold mixed into the part. No paint shop. Cycle time minutes instead of hours. That is a factory change, not a styling choice.
• Dry brake-by-wire. First Tesla with zero brake fluid, zero brake lines, no master cylinder. Each caliper has its own electric actuator. Pads can pull fully off the rotor (less drag). No fluid to flush on a 24/7 taxi. One of the first production cars in the world to do this dry; Chery in China got there a few months earlier.
• Steer-by-wire with no column. Cybertruck already had steer-by-wire and a wheel. Cybercab deletes the wheel. The rack sits behind the front drive unit and only takes electronic commands from the autonomy stack.
• Supermanifold V3 thermal system. Tesla’s claim matches what you read: they cut extra refrigerant valves and lines, merged high- and low-voltage controllers into one box, say production is ~80% automated and the system is ~38% more efficient than other automotive thermal setups. That is the heat-pump / battery / cabin plumbing, not a marketing slogan about “climate control.”
• Smaller, lighter, rare-earth-free drive unit. Single front motor, 163 kW / 219 hp. Tesla: 18% smaller, 25% lighter than top competing EV units, designed for sub-10-second automated assembly. Ferrite / Halbach instead of neodymium. First Tesla that is front-wheel-drive only.
• No human controls as a packaging rule. No wheel, pedals, mirrors, or rear window. That is not just UX. It lets them drop hydraulic plumbing, a steering column, mirror drag, and a lot of crash structure around a driver. Cd claimed under 0.2.
• 48-volt low-voltage architecture. Same idea as Cybertruck: thinner wiring, fewer fuses, easier automation. Most of the industry is still on 12V.
• Small 4680 pack, high miles per kWh. ~48 kWh, ~3,100 lb car, EPA-adjusted range near 300 miles. The engineering bet is efficiency and utilization (two seats, ~80% of trips) instead of a giant battery.
• Fleet-life design, not owner-car design. 500,000-mile target, camera washers, inductive charging as the intended depot method (NACS still there for now), automatic butterfly doors, cabin camera for leftover bags. That is ops engineering: fewer service visits, no paint matching, no brake-fluid intervals.

In addition to:

• No steering wheel, pedals, mirrors….

READ Electronic actuators instead of hydraulic liquid brakes…this seems so obvious!!

The Tesla Cybercab doesn't have ANY brake fluid. It is the first production vehicle to have a brake-by-wire system.

Electronic actuators are responsible for the clamping pressure, rather than hydraulic fluid that you see in traditional vehicles.

This system improves efficiency since the brake pads can fully disengage. They can go entirely off or on. It also enables Tesla to fine-tune the braking to be as smooth as possible.

PLUS, when the car is built with the unboxed process, Tesla doesn't need to run any brake lines, everything is seamless.

READ Painting: All panels are RIM Reaction Injection Molding. NO PAINT!

Elons says TRUE! 

EntrepreneurshipDemand will be off the charts.

Space X

Grok is way better!

SpaceX price targets. 

Today from Brett CFO

• SpaceX CFO Bret Johnsen has announced that the company has signed another AI compute deal that will generate $1.11 billion of revenue per month ($13.3 billion per year), starting on Dec 1, 2026.
• "Earlier this month, we closed another hosting deal. By the end of this year, with annualizing our December number, we're on track to hit $100 billion of ARR."
• Launching first AI Compute satellites in 2027.
  • Previously, have reported that Starlink V3 satellites are much more complex.

Elon x-post and article. AI and Robots will solve the debt problem.

• You better all hope Elon gets us out of this mess.

Play Gavin Baker talking about Phd’s saying cooling in space is impossible.  

Gavin Baker again on a great post of DataCenter Reality. 

Read: Engines compared. 

Webcast here.

SpaceX CFO Bret Johnsen has announced that the company has signed another AI compute deal that will generate $1.11 billion of revenue per month ($13.3 billion per year), starting on Dec 1, 2026.

• DataCenter Hosting:
  • Earlier this month, we closed another hosting deal. By the end of this year, with annualizing our December number, we're on track to hit $100 billion of ARR.
• Orbital Compute:
  • Clean, unlimited energy, no “community” issues.
  • First Orbital compute satellites launching in 2027

Play  Tobi Lutke on the Picasso of our time: the SpaceX Raptor Engine.

• Moving forward by subtraction.

Elon security detail has been “marshalled”.

Boring Company

• Boring in Nashville. 
• Per Total Recall, we’ll need tunnels on Mars. So maybe an acquisition?

California

The state of California. By Chamath. 

Schools have a constitutional funding guarantee, bondholders sit ahead of most other claims, and Medi-Cal and pension contributions come with legal and financial constraints. Together, those four categories account for roughly $150 billion of the $226.7 billion the General Fund expects to collect.

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