In-depth reporting on emerging technology and innovation.
The former chip executive says Elon Musk needs far more AI chips than Nvidia and the rest of the industry can make, and he’s picked a little-known company for each step of Elon’s plan.
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Musk says the world will be short of AI computing power for a long time, and Jeff Brown, a former chip executive, believes he’s found the little-known company Elon will need to make his own chips.
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Jeff Brown, who predicted Starlink’s success in 2019, says Elon’s next step is running AI from solar-powered satellites, and he’s picked a little-known company he says already works with SpaceX.
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Jeff Brown called Tesla an AI company in 2018, and now that its driverless Cybercabs are on the road, he says the better opportunity is a little-known company for each step of Elon’s plan.
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Tesla says its first production-quality Optimus robots are coming off a line in California, and Jeff Brown, who recommended Tesla in 2018, has picked a little-known company he says already supplies Tesla.
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A former chip executive says the best way to potentially profit from it isn't buying Tesla shares.
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A former chip executive says there's a "backdoor way" to potentially profit, through a company that makes a special kind of chip.
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A former chip executive says Tesla is a great company, but not the best way to potentially profit from what Elon does next.
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The former chip executive says Elon's next move starts with a factory for AI chips. He's picked a little-known company for each step of the plan.
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Starlink now makes up 65% of every active satellite in orbit. The military just proved why that matters.
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The "Terafab" would produce 50x more computing power than the entire world makes today. One former tech executive has identified the suppliers set to benefit.
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Every data center on Earth faces the same constraint. A $1.25 trillion company just filed a plan to bypass it entirely.
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Morgan Stanley says this one division alone could be worth $350 billion. And it's about to become something much bigger than internet service.
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The FCC accepted the application. The technology exists. And the IPO is months away.
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Most investors think this is about rockets and satellite internet. A former tech executive says that misunderstanding could be the opportunity.
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SpaceX's dominance isn't theoretical. It's measurable, accelerating, and about to become investable for the first time.
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On January 30, SpaceX quietly filed paperwork that almost nobody covered. It could position the company at the center of AI infrastructure.
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Starship V3 triples the payload capacity of its predecessor, eliminates 10 tons of dead weight with a redesigned engine, and could rewrite the valuation math weeks before the IPO.
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