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Tesla’s FSD Advantage Just Became Critical

Tesla’s technological advancements and strategic investments in autonomous driving, particularly in its Full Self-Driving technology, are giving the company a critical and potentially insurmountable lead in the industry ## Questions to inspire discussion.

Tesla’s AI and autonomous driving advancements.

🚗 Q: When will Tesla’s Dojo 2 supercomputer start mass production? A: Tesla’s Dojo 2 supercomputer is set to begin mass production by the end of 2025, providing a significant advantage in autonomous driving and AI development.

🧠 Q: How does Tesla’s AI system Grok compare to other AI? A: According to Jeff Lutz, Tesla’s AI system Grok is now the smartest AI in the world and will continue to improve with synthetic data training.

🚕 Q: What advantages does Tesla have in autonomous driving development? A: Tesla’s Full Self-Driving (FSD) technology allows the company to collect and use real-world data for AI model training, giving it a significant edge over competitors relying on simulated or internet data.

Tesla’s Operational Excellence.

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THIS Problem Prevents a MERGER Between X.AI and Tesla Stock

Questions to inspire discussion.

🏢 Q: What are Elon Musk’s current ownership stakes in Tesla and XAI? A: Musk owns 55% of XAI and 12.9% of Tesla, with potential to increase his Tesla ownership to 20% through a compensation package.

💰 Q: How do the valuations of XAI and Tesla compare? A: XAI’s valuation is expected to reach $200 billion in the next round, while Tesla’s valuation is approximately $1 trillion.

Potential Conflicts and Risks.

⚖️ Q: What conflict of interest exists for Elon Musk in a potential merger? A: Musk’s significant ownership in both companies creates a conflict of interest in merger discussions, as he must balance his interests in XAI (55% ownership) and Tesla (12.9–20% ownership).

🔒 Q: What control risk does Elon Musk face with Tesla? A: Musk currently lacks the 25% voting control needed for major decisions in Tesla, presenting a non-trivial control risk that could be mitigated through Tesla’s investment in XAI. ## Key Insights.

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Why I Am MUCH LESS Concerned About Tesla Robotaxi Now (Waymo Disasters)

Questions to inspire discussion.

📈 Q: How has Waymo’s crash rate changed over time? A: Waymo’s crash rate increased 8x from 10 to 80 per deployed vehicle between 2024 and 2025, despite only a 2-6x increase in fleet size, indicating a potential decrease in safety.

Operational Insights.

🤖 Q: What proportion of Waymo crashes involved fully autonomous vehicles? A: 521 out of 696 crashes (74.9%) involved fully autonomous vehicles without safety operators, while 167 had an onboard safety operator and 5 had a remote operator.

Market Expansion.

🌎 Q: How has Waymo’s expansion affected its safety record? A: Waymo’s aggressive scaling into new markets like Georgia and Austin, in response to Tesla’s growth, may be contributing to the higher crash rate beyond the increase in deployment rate.

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This AI-powered lab runs itself—and discovers new materials 10x faster

A new leap in lab automation is shaking up how scientists discover materials. By switching from slow, traditional methods to real-time, dynamic chemical experiments, researchers have created a self-driving lab that collects 10 times more data, drastically accelerating progress. This new system not only saves time and resources but also paves the way for faster breakthroughs in clean energy, electronics, and sustainability—bringing us closer to a future where lab discoveries happen in days, not years.

“This Tongue Outsmarts a Sommelier”: New AI Graphene Sensor Identifies Flavors With 98% Accuracy Faster Than Human Taste Buds

IN A NUTSHELL 🍽️ Scientists have developed an AI-powered graphene tongue that detects flavors with near-human precision. 🧠 The system uses machine learning to interpret chemical signals and identify flavor profiles effectively. ⚡ The integration of sensing and computing in a single device allows for faster, more efficient taste data interpretation. 🔬 Future applications could

Space Force MILNET constellation emerges as top ‘unfunded priority’

WASHINGTON — The U.S. Space Force estimates it would need more than $4 billion to fund a proliferated low Earth orbit constellation known as MILNET that would provide global communications services, making it the largest item in the service’s fiscal year 2026 “unfunded priorities list” submitted to Congress last week.

Blades of light: A tabletop method for generating megatesla magnetic fields

Researchers at The University of Osaka have developed a novel method for generating ultra-high magnetic fields via laser-driven implosions of blade-structured microtubes. This method achieves field strengths approaching one megatesla—a breakthrough in compact, high-field plasma science.

Ultrastrong magnetic fields approaching the megatesla regime—comparable to those found near strongly magnetized or —have now been demonstrated in theory using a compact, laser-driven setup.

A team led by Professor Masakatsu Murakami at The University of Osaka has proposed and simulated a unique scheme that uses micron-sized hollow cylinders with internal blades to achieve these field levels. The research is published in the journal Physics of Plasmas.

Antibody sIgM emerges as a key guardian of gut health and metabolism

A pioneering new study published in Nature Microbiology, led by J. Oriol Sunyer, professor of immunology and pathobiology at the School of Veterinary Medicine, and a team of researchers at Penn Vet and the University of New Mexico, has uncovered a surprising new player in gut health: an antibody called secretory immunoglobulin M (sIgM).

While another antibody, secretory immunoglobulin A (sIgA), has long been known for helping balance the bacteria in our intestines, this new research shows that sIgM may be just as vital—if not more so—in protecting gut health and maintaining overall well-being.

Secretory immunoglobulins—immunoglobulins found in the mucosal surfaces or linings of various organs and tracts of vertebrates—modulate the colonization, composition, and metabolism of the gut microbiome. While sIgA and secretory immunoglobulin T (sIgT) are considered the key immunoglobulins involved in the maintenance of microbiome homeostasis in the gut of mammals and fish, respectively, Sunyer and his colleagues challenged this paradigm by demonstrating that sIgM plays a crucial and non-redundant role in the regulation of gut microbiota and metabolism.