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NEWS: Tesla has officially unveiled its new solar panel and solar panel mount. Solar panel: • All-black finish • Sits closer to the roof • 420W (up from 410W) • Uses same cascading cell technology as our Solar Roof cells to create 18 power zones (3x more than conventional... panels). This reduces energy loss in shaded conditions & produces more energy. • Dimensions 71.1” x 44.7” x 1.57” (including frame). 3" shorter and 3" less wide than previous Tesla solar panel • Module efficiency: 20.5% • Weight: 49lbs Panel Mount: • 33% faster installation by using a groove-based frame system for streamlined assembly (eliminating traditional rails & clamps) • Up to 15% fewer roof penetrations while preserving structural integrity & lowering costs • Low-profile finish that is universally compatible with shingle, tile, metal & flat roofsshow more

Sawyer Merritt

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415,730 views • 7 months ago •via X (Twitter)

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Here is an unboxing of Tesla's new residential solar panel. Solar panel: • All-black finish • Sits closer to the roof • 420W (up from 410W) • Uses same cascading cell technology as our Solar Roof cells to create 18 power zones (3x more than conventional panels). This reduces energy loss in shaded conditions & produces more energy. • Dimensions 71.1” x 44.7” x 1.57” (including frame). 3" shorter and 3" less wide than previous Tesla solar panel • Module efficiency: 20.5% • Weight: 49lbs Panel Mount: • 33% faster installation by using a groove-based frame system for streamlined assembly (eliminating traditional rails & clamps) • Up to 15% fewer roof penetrations while preserving structural integrity & lowering costs • Low-profile finish that is universally compatible with shingle, tile, metal & flat roofs

Sawyer Merritt

546,272 views • 7 months ago

Here’s a cool inside look at Tesla’s Solar Panels by the team at American Home Contractors! • 420W • Mounts on existing roof. • 18 Total Solar Power Zones (vs Standard 6) enables more production during mornings and evenings (equals to about 6 extra days/yr of production). • 25 Year Warranty • Low Profile Installation with no visible fasteners. • 33% faster installation by using a groove-based frame system for streamlined assembly. • 71.1” x 44.7” x 1.57” (including frame)

Nic Cruz Patane

126,846 views • 7 months ago

Anytime someone says Teslas cannot handle a natural disaster like a hurricane, I take it VERY personally. I endured a category 5 hurricane while my Tesla Solar and Powerwalls survived 100 MPH SUSTAINED winds for hours, THEN powered my house without any grid power for EIGHT DAYS. My house had roof damage on THE ONLY SIDE WITHOUT SOLAR PANELS. I am convinced the solar panels actually protect your roof. They are impact resistant, stronger than the wood roof that is for sure. One solar panel even was cracked, but it still worked and operated like normal. My system produced solar energy at PEAK levels. The hurricane power washed the solar panels so they were cleaner than they have ever been. Plus, the post hurricane weather was beautiful. It was sunny every single day and the atmosphere was cleansed. I was producing more than enough energy to power the entire house AND charge my Tesla. Being able to enjoy the AC, hot water, cook on the stove, do dishes, wash clothes, EVERYTHING, while my entire neighborhood is completely flooded was a very humbling experience. I still remember the simple joys of being able to make a cup of coffee in the morning when I didn't even have grid power. PRICELESS! The return on investment for Powerwalls is not something you can calculate. It's something you have to EXPERIENCE. Being able to take a hot shower when my neighbors don't have that luxury was something I didn't take for granted. On top of it, the excess solar energy was able to charge my Tesla so I was able to safely evacuate as the water kept rising. I thought Teslas left owners STRANDED if there was no electricity? I thought Teslas left owners stranded in an emergency? I thought Teslas left owners stranded in stop and go traffic? I thought Teslas left owners stranded during an evacuation? NOPE!!!!! I lived it all, you can't tell me otherwise when I experienced it first hand. The Tesla ecosystem is the ultimate luxury after a natural disaster like a hurricane. This video is basically the ultimate F.U. to Tesla Haters, because every single Tesla misconception is SMASHED with my very own personal experience. Tesla + Tesla Solar + Tesla Powerwall = The ultimate tool to survive after a catastrophic hurricane.

Anytime someone says Teslas cannot handle a natural disaster like a hurricane, I take it VERY personally. I endured a category 5 hurricane while my Tesla Solar and Powerwalls survived 100 MPH SUSTAINED winds for hours, THEN powered my house without any grid power for EIGHT DAYS. My house had roof damage on THE ONLY SIDE WITHOUT SOLAR PANELS. I am convinced the solar panels actually protect your roof. They are impact resistant, stronger than the wood roof that is for sure. One solar panel even was cracked, but it still worked and operated like normal. My system produced solar energy at PEAK levels. The hurricane power washed the solar panels so they were cleaner than they have ever been. Plus, the post hurricane weather was beautiful. It was sunny every single day and the atmosphere was cleansed. I was producing more than enough energy to power the entire house AND charge my Tesla. Being able to enjoy the AC, hot water, cook on the stove, do dishes, wash clothes, EVERYTHING, while my entire neighborhood is completely flooded was a very humbling experience. I still remember the simple joys of being able to make a cup of coffee in the morning when I didn't even have grid power. PRICELESS! The return on investment for Powerwalls is not something you can calculate. It's something you have to EXPERIENCE. Being able to take a hot shower when my neighbors don't have that luxury was something I didn't take for granted. On top of it, the excess solar energy was able to charge my Tesla so I was able to safely evacuate as the water kept rising. I thought Teslas left owners STRANDED if there was no electricity? I thought Teslas left owners stranded in an emergency? I thought Teslas left owners stranded in stop and go traffic? I thought Teslas left owners stranded during an evacuation? NOPE!!!!! I lived it all, you can't tell me otherwise when I experienced it first hand. The Tesla ecosystem is the ultimate luxury after a natural disaster like a hurricane. This video is basically the ultimate F.U. to Tesla Haters, because every single Tesla misconception is SMASHED with my very own personal experience. Tesla + Tesla Solar + Tesla Powerwall = The ultimate tool to survive after a catastrophic hurricane.

Jeremy Judkins

97,751 views • 1 year ago

How close is the U.S. to a fully domestic solar supply chain? Closer than most people realize and Texas is leading. When we talk about reshoring clean energy, few examples are as tangible as this. I sat down with Dan Barcelo of T1 Energy to break down what an end-to-end solar supply chain in Texas actually looks like: ⚡ Polysilicon sourced in America from Corning ⚡ American polysilicon converted to wafers with Corning subsidiary Hemlock Semiconductor ⚡ By the end of 2026, wafers turned into cells at the upcoming G2 Austin near the shuttered Alcoa aluminum plant ⚡ Modules assembled at G1 Dallas, already employing more than 1,000 Texans. By 2026, that chain will stretch from raw material to finished panel, all within Texas, and can produce 5 gigawatts of solar per year. And that's just scratching the surface of what's possible here in Texas. That’s not just industrial policy, it’s reliability insurance for ERCOT. Shorter, more reliable supply chains, faster build cycles, and local jobs feeding local power. If Texas can pull this off, it won’t just be making solar. It’ll be making history. What do you think, can Texas own the full solar stack? 👉 Full conversation in the comments. #TxEnergy #SolarManufacturing #CleanEnergy #GridReliability #txlege

How close is the U.S. to a fully domestic solar supply chain? Closer than most people realize and Texas is leading. When we talk about reshoring clean energy, few examples are as tangible as this. I sat down with Dan Barcelo of T1 Energy to break down what an end-to-end solar supply chain in Texas actually looks like: ⚡ Polysilicon sourced in America from Corning ⚡ American polysilicon converted to wafers with Corning subsidiary Hemlock Semiconductor ⚡ By the end of 2026, wafers turned into cells at the upcoming G2 Austin near the shuttered Alcoa aluminum plant ⚡ Modules assembled at G1 Dallas, already employing more than 1,000 Texans. By 2026, that chain will stretch from raw material to finished panel, all within Texas, and can produce 5 gigawatts of solar per year. And that's just scratching the surface of what's possible here in Texas. That’s not just industrial policy, it’s reliability insurance for ERCOT. Shorter, more reliable supply chains, faster build cycles, and local jobs feeding local power. If Texas can pull this off, it won’t just be making solar. It’ll be making history. What do you think, can Texas own the full solar stack? 👉 Full conversation in the comments. #TxEnergy #SolarManufacturing #CleanEnergy #GridReliability #txlege

Doug Lewin

14,056 views • 10 months ago

Elon shared his unfiltered take on hydrogen fuel cells for vehicles, calling them extremely silly and noting that multiple rebuttals have already been published online. He stressed that hydrogen is simply an energy storage mechanism, not a source of energy. You have to produce it first, and if you split water through electrolysis using solar power, the process is extremely inefficient. "If you say took a solar panel and used the energy from the solar panel to just charge a battery pack directly, compared to try to split water, take the hydrogen, dump the oxygen, compress the hydrogen to an extremely high pressure or liquefy it, and then put it in a car and run a fuel cell, it is about half the efficiency." Beyond the numbers, hydrogen brings serious practical headaches. It has very low density, acts as a pernicious molecule that causes metal embrittlement, leaks invisibly as a gas, and burns with an invisible flame once ignited. Elon argued that if you are going to pick an energy storage option, methane or propane would be far easier and more sensible. Even the best-case hydrogen fuel cell does not beat today’s batteries, so the entire approach makes no sense. He wrapped up by saying this will become super obvious in the next few years. "There’s no reason for us to have this debate. I’ve said my piece on this. It will be super obvious as time goes by."

Elon shared his unfiltered take on hydrogen fuel cells for vehicles, calling them extremely silly and noting that multiple rebuttals have already been published online. He stressed that hydrogen is simply an energy storage mechanism, not a source of energy. You have to produce it first, and if you split water through electrolysis using solar power, the process is extremely inefficient. "If you say took a solar panel and used the energy from the solar panel to just charge a battery pack directly, compared to try to split water, take the hydrogen, dump the oxygen, compress the hydrogen to an extremely high pressure or liquefy it, and then put it in a car and run a fuel cell, it is about half the efficiency." Beyond the numbers, hydrogen brings serious practical headaches. It has very low density, acts as a pernicious molecule that causes metal embrittlement, leaks invisibly as a gas, and burns with an invisible flame once ignited. Elon argued that if you are going to pick an energy storage option, methane or propane would be far easier and more sensible. Even the best-case hydrogen fuel cell does not beat today’s batteries, so the entire approach makes no sense. He wrapped up by saying this will become super obvious in the next few years. "There’s no reason for us to have this debate. I’ve said my piece on this. It will be super obvious as time goes by."

XCorpHub

34,685 views • 4 months ago

Elon Musk: Everything is solar power. The rest is noise. “The sun is about 99.8% of the mass of the solar system. Jupiter's about 0.1% and everything else is in the remaining 0.1%, and we are much less than 0.1%. So, if you burnt all of the mass of the solar system, then the total energy produced by the sun would still round up to 100%. If you just burnt Earth, the whole planet, and burnt Jupiter, which is very big and quite challenging to burn, turn Jupiter into a thermonuclear reactor, the sun is 99.8% of the mass of the solar system and everything else is in the miscellaneous category. Basically, no matter what you do, total energy produced in our solar system rounds up to 100% from the sun. You could even throw another Jupiter in, so we're going to snag a Jupiter from somewhere else, you could teleport two more Jupiters into our solar system, burn them, and the sun would still round up to 100%. As long as you're at 99.6%, you're still rounding up to 100%. Maybe that gives some perspective of why solar is really the thing that matters. And, as soon as you start thinking about things at a grander scale, like Kardashev Scale 2 civilizations, it becomes very, very obvious. I'm not saying anything that's new, by the way. Anyone who studies physics has known this for a very long time. In fact, Kardashev, a Russian physicist who came up with this idea, I think, in the 1960s, just as a way to classify civilizations, where Kardashev Scale 1 would be, you've harnessed most of the energy of the planet, Kardashev Scale 2, you've harnessed most of the energy of your sun, Kardashev 3, you've harnessed most of the energy of a galaxy. Now we're only about 1% or a few percent of Kardashev Scale 1 right now, optimistically. But as soon as you go to Kardashev Scale 2, where you're talking about the power of the sun, then you're really just saying everything is solar power and the rest is in the noise. Like, the sun produces about a billion times, or call it well over a billion times more energy than everything on Earth combined.” All-In Podcast, October 31, 2025

Elon Musk: Everything is solar power. The rest is noise. “The sun is about 99.8% of the mass of the solar system. Jupiter's about 0.1% and everything else is in the remaining 0.1%, and we are much less than 0.1%. So, if you burnt all of the mass of the solar system, then the total energy produced by the sun would still round up to 100%. If you just burnt Earth, the whole planet, and burnt Jupiter, which is very big and quite challenging to burn, turn Jupiter into a thermonuclear reactor, the sun is 99.8% of the mass of the solar system and everything else is in the miscellaneous category. Basically, no matter what you do, total energy produced in our solar system rounds up to 100% from the sun. You could even throw another Jupiter in, so we're going to snag a Jupiter from somewhere else, you could teleport two more Jupiters into our solar system, burn them, and the sun would still round up to 100%. As long as you're at 99.6%, you're still rounding up to 100%. Maybe that gives some perspective of why solar is really the thing that matters. And, as soon as you start thinking about things at a grander scale, like Kardashev Scale 2 civilizations, it becomes very, very obvious. I'm not saying anything that's new, by the way. Anyone who studies physics has known this for a very long time. In fact, Kardashev, a Russian physicist who came up with this idea, I think, in the 1960s, just as a way to classify civilizations, where Kardashev Scale 1 would be, you've harnessed most of the energy of the planet, Kardashev Scale 2, you've harnessed most of the energy of your sun, Kardashev 3, you've harnessed most of the energy of a galaxy. Now we're only about 1% or a few percent of Kardashev Scale 1 right now, optimistically. But as soon as you go to Kardashev Scale 2, where you're talking about the power of the sun, then you're really just saying everything is solar power and the rest is in the noise. Like, the sun produces about a billion times, or call it well over a billion times more energy than everything on Earth combined.” All-In Podcast, October 31, 2025

ELON CLIPS

15,113,082 views • 9 months ago

You will remember that a month or two ago, I posted about the solar system at my home in Johannesburg, which has allowed me to hardly use Eskom or City Power because it generates enough energy for my entire usage, including powering geysers. After that post, one of you on this page, a solar expert, reached out privately and advised me to remove the electric geysers from the main solar system. He said the solar batteries were doing too many cycles because they were powering the geysers, and that this would shorten their lifespan. His advice was simple, remove the geysers from the battery load if I wanted the batteries to last the full period that they are built for. I took that advice seriously. I then asked my plumber, Shanil, who owns Metro Plumbers, to guide me on where to get high-quality solar geysers in Johannesburg so that I could replace the electric ones. Shanil told me about a new technology called the Elon Smart Solar PV System. He explained that it is much cheaper than buying completely new solar geysers. Instead of replacing the electric geyser, you simply buy the Elon unit, which comes with its own solar panels, and it is fitted onto your existing electric geyser. That is what I did. I have now removed all four electric geysers from the home solar system that powers my home. Each of them has been converted using the Elon Smart Solar PV technology. They are now powered by their own dedicated solar panels. The four geysers are running on a total of thirteen panels. So what this means is that I will never use Eskom or City Power again because in the past, when it was cloudy for three or four days, I would return to the grid to assist the batteries. This was happening because the batteries were carrying a heavy load that included four geysers. Now that the geysers have been removed from the main solar system and converted to their own dedicated solar supply, I will never return to Eskom or City Power. Even on cloudy days unless the solar system breaks down. The system is able to generate enough power for everything that I need. I also use a gas cooker, which helps reduce the electrical load. I hope this information helps you. If I had gone for the top-quality geysers that are exclusively solar, I would have paid between R25,000 and R30,000 per geyser. That would have come to around R120,000 for four geysers. Of course, there are cheaper solar geysers that you can get, but they are cheaper for a reason. So, in essence, I saved half the amount I would have paid for the geysers if I had chosen top-quality solar geysers. If you are in Johannesburg and you are interested, Shanil’s number is +27 (76) 890-5582. He can do the work for you. The gadgets and their panels cost R60,000 from Plumbing Supplies Sanitaryware Centre in Woodmead. So I have had the system in place for a week now and it is working very well. I have deliberately allowed all the geysers to continue heating so that I could test whether everything is functioning correctly, and the water is as hot as it should be. So that is the story. I thought I should share it with you for those who might want to reduce their bills. P/s The other interesting key feature of this system is that I can control it from my phone. If it is very cloudy and the water is not as hot as I want it to be, I can simply go onto the app and instruct that particular geyser to use the grid. Unlike my previous setup, where I had to switch the whole home solar system onto the grid, now each individual geyser can independently switch to the grid and heat the water to a temperature that I have set. Once the water reaches that set temperature, it automatically disconnects. I can also decide to switch off a geyser from using electricity, in my case from my solar system, or for those who do not have solar systems, from Eskom. In the same way, I can switch it off from using the solar panels. For instance, if there are four geysers and one of them is in a bedroom that is not being used, I can switch off that geyser completely so that it is not heating water unnecessarily. This gives you control, flexibility, and saves you a lot of money in the long run. You can read more about this technology here;

You will remember that a month or two ago, I posted about the solar system at my home in Johannesburg, which has allowed me to hardly use Eskom or City Power because it generates enough energy for my entire usage, including powering geysers. After that post, one of you on this page, a solar expert, reached out privately and advised me to remove the electric geysers from the main solar system. He said the solar batteries were doing too many cycles because they were powering the geysers, and that this would shorten their lifespan. His advice was simple, remove the geysers from the battery load if I wanted the batteries to last the full period that they are built for. I took that advice seriously. I then asked my plumber, Shanil, who owns Metro Plumbers, to guide me on where to get high-quality solar geysers in Johannesburg so that I could replace the electric ones. Shanil told me about a new technology called the Elon Smart Solar PV System. He explained that it is much cheaper than buying completely new solar geysers. Instead of replacing the electric geyser, you simply buy the Elon unit, which comes with its own solar panels, and it is fitted onto your existing electric geyser. That is what I did. I have now removed all four electric geysers from the home solar system that powers my home. Each of them has been converted using the Elon Smart Solar PV technology. They are now powered by their own dedicated solar panels. The four geysers are running on a total of thirteen panels. So what this means is that I will never use Eskom or City Power again because in the past, when it was cloudy for three or four days, I would return to the grid to assist the batteries. This was happening because the batteries were carrying a heavy load that included four geysers. Now that the geysers have been removed from the main solar system and converted to their own dedicated solar supply, I will never return to Eskom or City Power. Even on cloudy days unless the solar system breaks down. The system is able to generate enough power for everything that I need. I also use a gas cooker, which helps reduce the electrical load. I hope this information helps you. If I had gone for the top-quality geysers that are exclusively solar, I would have paid between R25,000 and R30,000 per geyser. That would have come to around R120,000 for four geysers. Of course, there are cheaper solar geysers that you can get, but they are cheaper for a reason. So, in essence, I saved half the amount I would have paid for the geysers if I had chosen top-quality solar geysers. If you are in Johannesburg and you are interested, Shanil’s number is +27 (76) 890-5582. He can do the work for you. The gadgets and their panels cost R60,000 from Plumbing Supplies Sanitaryware Centre in Woodmead. So I have had the system in place for a week now and it is working very well. I have deliberately allowed all the geysers to continue heating so that I could test whether everything is functioning correctly, and the water is as hot as it should be. So that is the story. I thought I should share it with you for those who might want to reduce their bills. P/s The other interesting key feature of this system is that I can control it from my phone. If it is very cloudy and the water is not as hot as I want it to be, I can simply go onto the app and instruct that particular geyser to use the grid. Unlike my previous setup, where I had to switch the whole home solar system onto the grid, now each individual geyser can independently switch to the grid and heat the water to a temperature that I have set. Once the water reaches that set temperature, it automatically disconnects. I can also decide to switch off a geyser from using electricity, in my case from my solar system, or for those who do not have solar systems, from Eskom. In the same way, I can switch it off from using the solar panels. For instance, if there are four geysers and one of them is in a bedroom that is not being used, I can switch off that geyser completely so that it is not heating water unnecessarily. This gives you control, flexibility, and saves you a lot of money in the long run. You can read more about this technology here;

Hopewell Chin’ono

67,943 views • 9 months ago

$ASTI Ascent Solar Technologies Space and Drone Solar Panels The "Going to Zero" or Mispriced Space/Drone Solar Play Intro and comparison to $RKLB and $RDW panels Let’s get the ugly stuff out of the way first. $ASTI is a distressed penny stock with a ~$5M-$10M market cap. • They burn millions in cash. • 2024 Revenue: ~$40k. 2025 Revenue (YTD): ~$60k. • They generate less revenue than a single Tesla Model Y. • They have diluted shareholders relentlessly. $ASTI just raised $2M in December with the potential of $3.5M more via warrants while being a ~$5M mcap "company". Yikes. To most, this is "uninvestable trash." Stay away. Full stop. So why did I buy ~5% of the float? IF the technology works and IF they execute then I believe this is a massive market pricing dislocation about to inflect. They have been grinding for years and may finally be hitting an inflection point. $RKLB Rocketlab is the king of space solar and they are my second largest position overall, but here is why $ASTI might be a very high risk but asymmetric bet in Space & Defense right now. 1. The Tech Pivot: Flexible CIGS vs. The World Ascent started in 2005 but pivoted 2 years ago from consumer to pure-play Space & Defense. They have sunk ~$250M and 20 years of R&D into proprietary CIGS (Copper-Indium-Gallium-Selenide) thin-film technology while building out fully domestic and vertically integrated manufacturing capabilities. The Physics: • Thickness: 0.03 mm (Thinner than paper). • Flexibility: Wraps around drones/satellites; rolls up like a poster. • Durability: "Self-Healing" capabilities against space radiation. Can take a bullet or micrometeoroid and keep working. Can handle shocks/vibration. Does not shatter. The Metric that Matters: Specific Power (W/kg) (aka energy to weight ratio) In space, mass means cost and difficult decision decisions. • Rocket Lab ($RKLB) / Spectrolab: ~150 W/kg (System level). • Ascent Solar ($ASTI): ~1,960 W/kg (Module level). $ASTI is roughly 10x lighter for the same power output potential (mass-wise). This frees up design limitations and cost. 2. The Competition: $RKLB & $RDW Rocket Lab (SolAero) & Redwire (iROSA): • Tech: Rigid Crystal Cells (Multi-junction) embedded in a fabric mesh. • Pros: Extreme Efficiency (~30%+). Perfect for limited surface area. • Cons: Heavy, Brittle, Expensive ($3k-$10k per Watt). Manufacturing multi-junction cells (SolAero) involves slowly growing crystals in a vacuum chamber. With radiation the panels degrade and loose efficiency over time which will limit the satellite lifespan. • Use Case: James Webb Telescope, Flagship missions. Ascent Solar (ASTI): • Tech: Flexible Thin-Film on Plastic. • Pros: Ultra-light, Durable, Cheap ($500-$1k per Watt). Manufacturing CIGS is roughly similar to printing newspapers (roll-to-roll). The panels are radiation degradation resistant and will outlive the satellite • Cons: Lower Efficiency (~17.5%). Requires 2x surface area. • Use Case: Mega-Constellations (Starlink/Amazon Leo), Small/Low cost satellites, Drones, Deformable surfaces. The lower efficiency is not an ASTI failing. It is the inherent physics trade-off of not using glass/rigid silicone. The downside however is increased atmospheric drag with very larger/massive panel sheets. Because ASTI modules are ~50% less efficient than rigid panels, they require ~2x the physical surface area to generate the same amount of power. In GEO (High Orbit): Drag doesn't matter. Weight savings are king. A massive solar array allows for more sensors and longer project lifespan. ASTI is highly competitive here. In LEO (Low Orbit): Atmospheric drag is real. A massive solar array acts like a large parachute, causing the satellite to de-orbit faster unless it burns more fuel to stay up. At LEO, smaller satellites are a better fit for ASTI. 3. Durability & Radiation "Self-Healing" Radiation Hardness This is ASTI's "Ace in the Hole" for physics. The Problem: In space, high-energy protons (radiation) smash into solar cells, creating atomic "defects" that trap electrons. Over time, this kills the panel's power output (degradation). The CIGS Advantage: CIGS (Copper-Indium-Gallium-Selenide) material has a unique property where heat (annealing) allows the atomic structure to relax and "heal" these defects. Self-Healing: Because CIGS heals at relatively low temperatures (often achieved just by the sun heating the panel), it suffers significantly less degradation than traditional Silicon or even some GaAs panels over long missions in high-radiation belts (like MEO or GEO). Lifespan: While a rigid GaAs panel might lose 15-20% of its power over 15 years (enough to kill a satellite), CIGS panels heal and can maintain a flatter power curve, potentially outlasting the satellite itself in high-radiation orbits. 4. Brittleness & Flexibility ASTI (CIGS on Polyimide): Flexible. You can roll it like a poster. It can take a bullet or micrometeoroid and the hole will just be a dead spot; the rest of the panel keeps working. It does not shatter. Redwire (ROSA) & Rocket Lab (SolAero): Brittle Cells on a Flex Blanket. $RDW's ROSA (Roll-Out Solar Array) typically uses rigid multi-junction cells (made by SolAero/Rocket Lab or Spectrolab) mounted on a flexible mesh fabric. The Risk: If you bend the cells too far, they crack. They rely on the mesh backing for flexibility, but the active generating material is still a brittle crystal wafer. Much heavier, more expensive, and less durable than $ASTI's option 5. The Inflection Point (Why Now?) After years of silent struggle, late 2025 has seen an explosion of activity. Recent Agreements (Nov/Dec 2025): NovaSpark: Hydrogen-powered military drones. $ASTI panels generate power in the field → NovaSpark creates hydrogen fuel. CisLunar Industries: Integrating ASTI solar with power conversion hardware for deep space longevity. Defiant Space: A strategic alliance to act as the "door opener" for classified DoD/NATO programs. More headlines: Ascent Solar Technologies Provides Leading Space Company with Thin-Film PV modules for Spacecraft Power Generation Testing in Cislunar Space December 03, 2025 08:00 ET Ascent Solar Technologies Delivers Thin-Film PV for Saltwater Environment Durability and Space-Based Power Beaming Testing October 14, 2025 08:00 ET Ascent Solar Enters Teaming Agreement with Emtel Energy USA to Advance Thin-Film PV Energy Storage Capabilities September 16, 2025 08:00 ET Ascent Solar Technologies Signs MOU with Star Catcher Industries to Improve Power Capabilities for Thin-Film Solar Technology in Space August 28, 2025 08:00 ET Ascent Solar Technologies Establishes Rapid Thin-Film PV Delivery Process to Provide Customized Space Solar Products Ahead of Schedule on Mission Enabling Timelines August 07, 2025 08:00 ET The Pipeline (From Aug Corporate Presentation) 18 new NDA's signed in 2025. They are field testing with 3 major players: • Company A: Mega-constellation (+2,500 satellites). • Company B: Space Defense (Explicitly mentioned "Golden Dome"). • Company C: Satellite Manufacturer (30-200 unit scale). Management: New board members include a former founding member of SpaceX and a retired Air Force General and Deputy Assistant Secretary for Contracting (acquisitions expert). The company started in 2005 based out of Colorado, but two years ago pivoted to Space & Defense and away from consumer applications. Made in USA: Defense contracts heavily favor domestic supply chains. ASTI manufactures in Colorado. This is a huge moat against cheap Chinese solar. In their Q3 report they note that their market has seen sudden recent acceleration. The space solar industry is currently only capable of 8 to 12 MW per year of production meanwhile the demand is growing to over 100 MW per year. 6. The Risk (The Sword of Damocles) ⚠️ This is critical. $ASTI just raised ~$2M in December. Attached to that raise are ~2 Million Warrants with a strike price of $1.70. These are exercisable immediately. If the stock rips to $3.00, warrant holders exercise at $1.70 and dump on the market for a risk-free 76% profit. This creates a massive "sell wall" and potential 40% dilution of the float. Summary: This is a binary bet. • Bear Case: They run out of cash in 6 months, dilution spirals, stock goes to $0. • Bull Case: They land one of the "Company A/B/C" contracts. Revenue jumps from $60k to projected $20M+ in 2026. The stock reprices from a "bankrupt penny stock" to a "critical defense/space supplier." I have gradually accumulated ~5% of the float. I am ready for it to go to zero. But if the space economy demands "Cheap, Light, and Durable," $ASTI is the only public pure-play. Disclaimer: This is a very high-risk microcap. Do your own due diligence. Not financial advice.

$ASTI Ascent Solar Technologies Space and Drone Solar Panels The "Going to Zero" or Mispriced Space/Drone Solar Play Intro and comparison to $RKLB and $RDW panels Let’s get the ugly stuff out of the way first. $ASTI is a distressed penny stock with a ~$5M-$10M market cap. • They burn millions in cash. • 2024 Revenue: ~$40k. 2025 Revenue (YTD): ~$60k. • They generate less revenue than a single Tesla Model Y. • They have diluted shareholders relentlessly. $ASTI just raised $2M in December with the potential of $3.5M more via warrants while being a ~$5M mcap "company". Yikes. To most, this is "uninvestable trash." Stay away. Full stop. So why did I buy ~5% of the float? IF the technology works and IF they execute then I believe this is a massive market pricing dislocation about to inflect. They have been grinding for years and may finally be hitting an inflection point. $RKLB Rocketlab is the king of space solar and they are my second largest position overall, but here is why $ASTI might be a very high risk but asymmetric bet in Space & Defense right now. 1. The Tech Pivot: Flexible CIGS vs. The World Ascent started in 2005 but pivoted 2 years ago from consumer to pure-play Space & Defense. They have sunk ~$250M and 20 years of R&D into proprietary CIGS (Copper-Indium-Gallium-Selenide) thin-film technology while building out fully domestic and vertically integrated manufacturing capabilities. The Physics: • Thickness: 0.03 mm (Thinner than paper). • Flexibility: Wraps around drones/satellites; rolls up like a poster. • Durability: "Self-Healing" capabilities against space radiation. Can take a bullet or micrometeoroid and keep working. Can handle shocks/vibration. Does not shatter. The Metric that Matters: Specific Power (W/kg) (aka energy to weight ratio) In space, mass means cost and difficult decision decisions. • Rocket Lab ($RKLB) / Spectrolab: ~150 W/kg (System level). • Ascent Solar ($ASTI): ~1,960 W/kg (Module level). $ASTI is roughly 10x lighter for the same power output potential (mass-wise). This frees up design limitations and cost. 2. The Competition: $RKLB & $RDW Rocket Lab (SolAero) & Redwire (iROSA): • Tech: Rigid Crystal Cells (Multi-junction) embedded in a fabric mesh. • Pros: Extreme Efficiency (~30%+). Perfect for limited surface area. • Cons: Heavy, Brittle, Expensive ($3k-$10k per Watt). Manufacturing multi-junction cells (SolAero) involves slowly growing crystals in a vacuum chamber. With radiation the panels degrade and loose efficiency over time which will limit the satellite lifespan. • Use Case: James Webb Telescope, Flagship missions. Ascent Solar (ASTI): • Tech: Flexible Thin-Film on Plastic. • Pros: Ultra-light, Durable, Cheap ($500-$1k per Watt). Manufacturing CIGS is roughly similar to printing newspapers (roll-to-roll). The panels are radiation degradation resistant and will outlive the satellite • Cons: Lower Efficiency (~17.5%). Requires 2x surface area. • Use Case: Mega-Constellations (Starlink/Amazon Leo), Small/Low cost satellites, Drones, Deformable surfaces. The lower efficiency is not an ASTI failing. It is the inherent physics trade-off of not using glass/rigid silicone. The downside however is increased atmospheric drag with very larger/massive panel sheets. Because ASTI modules are ~50% less efficient than rigid panels, they require ~2x the physical surface area to generate the same amount of power. In GEO (High Orbit): Drag doesn't matter. Weight savings are king. A massive solar array allows for more sensors and longer project lifespan. ASTI is highly competitive here. In LEO (Low Orbit): Atmospheric drag is real. A massive solar array acts like a large parachute, causing the satellite to de-orbit faster unless it burns more fuel to stay up. At LEO, smaller satellites are a better fit for ASTI. 3. Durability & Radiation "Self-Healing" Radiation Hardness This is ASTI's "Ace in the Hole" for physics. The Problem: In space, high-energy protons (radiation) smash into solar cells, creating atomic "defects" that trap electrons. Over time, this kills the panel's power output (degradation). The CIGS Advantage: CIGS (Copper-Indium-Gallium-Selenide) material has a unique property where heat (annealing) allows the atomic structure to relax and "heal" these defects. Self-Healing: Because CIGS heals at relatively low temperatures (often achieved just by the sun heating the panel), it suffers significantly less degradation than traditional Silicon or even some GaAs panels over long missions in high-radiation belts (like MEO or GEO). Lifespan: While a rigid GaAs panel might lose 15-20% of its power over 15 years (enough to kill a satellite), CIGS panels heal and can maintain a flatter power curve, potentially outlasting the satellite itself in high-radiation orbits. 4. Brittleness & Flexibility ASTI (CIGS on Polyimide): Flexible. You can roll it like a poster. It can take a bullet or micrometeoroid and the hole will just be a dead spot; the rest of the panel keeps working. It does not shatter. Redwire (ROSA) & Rocket Lab (SolAero): Brittle Cells on a Flex Blanket. $RDW's ROSA (Roll-Out Solar Array) typically uses rigid multi-junction cells (made by SolAero/Rocket Lab or Spectrolab) mounted on a flexible mesh fabric. The Risk: If you bend the cells too far, they crack. They rely on the mesh backing for flexibility, but the active generating material is still a brittle crystal wafer. Much heavier, more expensive, and less durable than $ASTI's option 5. The Inflection Point (Why Now?) After years of silent struggle, late 2025 has seen an explosion of activity. Recent Agreements (Nov/Dec 2025): NovaSpark: Hydrogen-powered military drones. $ASTI panels generate power in the field → NovaSpark creates hydrogen fuel. CisLunar Industries: Integrating ASTI solar with power conversion hardware for deep space longevity. Defiant Space: A strategic alliance to act as the "door opener" for classified DoD/NATO programs. More headlines: Ascent Solar Technologies Provides Leading Space Company with Thin-Film PV modules for Spacecraft Power Generation Testing in Cislunar Space December 03, 2025 08:00 ET Ascent Solar Technologies Delivers Thin-Film PV for Saltwater Environment Durability and Space-Based Power Beaming Testing October 14, 2025 08:00 ET Ascent Solar Enters Teaming Agreement with Emtel Energy USA to Advance Thin-Film PV Energy Storage Capabilities September 16, 2025 08:00 ET Ascent Solar Technologies Signs MOU with Star Catcher Industries to Improve Power Capabilities for Thin-Film Solar Technology in Space August 28, 2025 08:00 ET Ascent Solar Technologies Establishes Rapid Thin-Film PV Delivery Process to Provide Customized Space Solar Products Ahead of Schedule on Mission Enabling Timelines August 07, 2025 08:00 ET The Pipeline (From Aug Corporate Presentation) 18 new NDA's signed in 2025. They are field testing with 3 major players: • Company A: Mega-constellation (+2,500 satellites). • Company B: Space Defense (Explicitly mentioned "Golden Dome"). • Company C: Satellite Manufacturer (30-200 unit scale). Management: New board members include a former founding member of SpaceX and a retired Air Force General and Deputy Assistant Secretary for Contracting (acquisitions expert). The company started in 2005 based out of Colorado, but two years ago pivoted to Space & Defense and away from consumer applications. Made in USA: Defense contracts heavily favor domestic supply chains. ASTI manufactures in Colorado. This is a huge moat against cheap Chinese solar. In their Q3 report they note that their market has seen sudden recent acceleration. The space solar industry is currently only capable of 8 to 12 MW per year of production meanwhile the demand is growing to over 100 MW per year. 6. The Risk (The Sword of Damocles) ⚠️ This is critical. $ASTI just raised ~$2M in December. Attached to that raise are ~2 Million Warrants with a strike price of $1.70. These are exercisable immediately. If the stock rips to $3.00, warrant holders exercise at $1.70 and dump on the market for a risk-free 76% profit. This creates a massive "sell wall" and potential 40% dilution of the float. Summary: This is a binary bet. • Bear Case: They run out of cash in 6 months, dilution spirals, stock goes to $0. • Bull Case: They land one of the "Company A/B/C" contracts. Revenue jumps from $60k to projected $20M+ in 2026. The stock reprices from a "bankrupt penny stock" to a "critical defense/space supplier." I have gradually accumulated ~5% of the float. I am ready for it to go to zero. But if the space economy demands "Cheap, Light, and Durable," $ASTI is the only public pure-play. Disclaimer: This is a very high-risk microcap. Do your own due diligence. Not financial advice.

YeahDave

208,349 views • 8 months ago

NEWS: Neoen Australia says it has begun construction of a new $220 million big battery project, which will also be the first project in the world to deploy Tesla's new Megablock product, its next generation grid-scale battery tech. Megablock combines four Megapack 3 units into a single deployable block offering 20 MWh units, each with an integrated transformer and switchgear. Tesla says this will translate into faster installations and lower costs for grid-level storage, up to 40% cheaper. Megapack 3 production will begin at Tesla's upcoming Megafactory in Houston, Texas in 2026 with up to 50 GWh per year of manufacturing capacity. Megablock: • 23% faster to install with up to 40% lower construction costs • Plug and play platform (hardware, software and services) delivered as one all from Tesla. It's a pre-engineered medium-voltage block that integrates next-gen Megapack 3 • Eliminates above ground cabling between the transformer and the megapacks using new flexible busbar assembly • 91% MV round trip efficiency • 20 MWh of usable AC energy • Operates in temps of -40°C (-40°F) to 60°C (140°F) • 248 MWh per acre • 25-year life & >10,000 cycles Megapack 3: • 5 MWh of usable AC energy • Weight: 86,000 lbs • 28 foot long enclosure that can be shipped globally • Optimized for up to 8-hour applications • New drastically simplified thermal bay. Uses Model Y heat pump, but on steroids. 78% fewer connections, which minimizes failure points • Larger battery module and larger battery cell • 2.8 liter battery cell, co-engineered with Tesla's cell team • LFP battery • Operates in -40°C to 60° • Went from 24 cable connections in Megapack version 2XL, down to 3 simple busbar connections • 75% of the mass of Megapack 3 is battery cells. • A single module in it weighs as much as a Cybertruck • Tesla has enabled easier front access service, so there are no roof penetrations • Drastically simplified bussing system • Will partly use battery cells from Tesla's new 7 GWh LFP battery facility in Nevada. Additional cells sourced elsewhere.

NEWS: Neoen Australia says it has begun construction of a new $220 million big battery project, which will also be the first project in the world to deploy Tesla's new Megablock product, its next generation grid-scale battery tech. Megablock combines four Megapack 3 units into a single deployable block offering 20 MWh units, each with an integrated transformer and switchgear. Tesla says this will translate into faster installations and lower costs for grid-level storage, up to 40% cheaper. Megapack 3 production will begin at Tesla's upcoming Megafactory in Houston, Texas in 2026 with up to 50 GWh per year of manufacturing capacity. Megablock: • 23% faster to install with up to 40% lower construction costs • Plug and play platform (hardware, software and services) delivered as one all from Tesla. It's a pre-engineered medium-voltage block that integrates next-gen Megapack 3 • Eliminates above ground cabling between the transformer and the megapacks using new flexible busbar assembly • 91% MV round trip efficiency • 20 MWh of usable AC energy • Operates in temps of -40°C (-40°F) to 60°C (140°F) • 248 MWh per acre • 25-year life & >10,000 cycles Megapack 3: • 5 MWh of usable AC energy • Weight: 86,000 lbs • 28 foot long enclosure that can be shipped globally • Optimized for up to 8-hour applications • New drastically simplified thermal bay. Uses Model Y heat pump, but on steroids. 78% fewer connections, which minimizes failure points • Larger battery module and larger battery cell • 2.8 liter battery cell, co-engineered with Tesla's cell team • LFP battery • Operates in -40°C to 60° • Went from 24 cable connections in Megapack version 2XL, down to 3 simple busbar connections • 75% of the mass of Megapack 3 is battery cells. • A single module in it weighs as much as a Cybertruck • Tesla has enabled easier front access service, so there are no roof penetrations • Drastically simplified bussing system • Will partly use battery cells from Tesla's new 7 GWh LFP battery facility in Nevada. Additional cells sourced elsewhere.

Sawyer Merritt

172,732 views • 8 months ago

BREAKING: The U.S. Government has officially announced that Tesla and LG Energy have signed an agreement to ‌build a $4.3 billion lithium iron phosphate (LFP) prismatic battery cell manufacturing factory in Lansing, Michigan, with a 2027 start of production. "American-made cells will power Tesla's Megapack 3 energy storage systems produced in Houston, creating a robust domestic battery supply chain," the U.S. Department of the Interior said in a statement. Here's everything you need to know about Tesla's new Megablock, the latest in the company's industrial storage product lineup, which includes the new Megapack version 3: Megablock: • 23% faster to install with up to 40% lower construction costs • Plug and play platform (hardware, software and services) delivered as one all from Tesla. It's a pre-engineered medium-voltage block that integrates next-gen Megapack 3 • Eliminated above ground cabling between the transformer and the megapacks using new flexible busbar assembly • 91% MV round trip efficiency • 20 MWh of usable AC energy • Operates in temps of -40°C (-40°F) to 60°C (140°F) • 248 MWh per acre • 25-year life & >10,000 cycles • With Megablock, Tesla is targeting to commission 1GWh in 20 business days, equivalent to bringing power to 400,000 homes in less than month Megapack 3: • Will be manufactured in Tesla's upcoming Houston Megafactory starting in late 2026. 50 GWh annual manufacturing capacity when fully ramped. • 5 MWh of usable AC energy • Weight: 86,000 lbs • 28 foot long enclosure that can be shipped globally • Optimized for up to 8-hour applications • New drastically simplified thermal bay. Uses Model Y heat pump, but on steroids. 78% fewer connections, which minimizes failure points • Larger battery module and larger battery cell • 2.8 liter battery cell, co-engineered with Tesla's cell team • LFP battery • Operates in -40°C to 60° • Went from 24 cable connections in Megapack version 2XL, down to 3 simple busbar connections • 75% of the mass of Megapack 3 is battery cells. • A single module in it weighs as much as a Cybertruck • Tesla has enabled easier front access service, so there are no roof penetrations • Drastically simplified bussing system

BREAKING: The U.S. Government has officially announced that Tesla and LG Energy have signed an agreement to ‌build a $4.3 billion lithium iron phosphate (LFP) prismatic battery cell manufacturing factory in Lansing, Michigan, with a 2027 start of production. "American-made cells will power Tesla's Megapack 3 energy storage systems produced in Houston, creating a robust domestic battery supply chain," the U.S. Department of the Interior said in a statement. Here's everything you need to know about Tesla's new Megablock, the latest in the company's industrial storage product lineup, which includes the new Megapack version 3: Megablock: • 23% faster to install with up to 40% lower construction costs • Plug and play platform (hardware, software and services) delivered as one all from Tesla. It's a pre-engineered medium-voltage block that integrates next-gen Megapack 3 • Eliminated above ground cabling between the transformer and the megapacks using new flexible busbar assembly • 91% MV round trip efficiency • 20 MWh of usable AC energy • Operates in temps of -40°C (-40°F) to 60°C (140°F) • 248 MWh per acre • 25-year life & >10,000 cycles • With Megablock, Tesla is targeting to commission 1GWh in 20 business days, equivalent to bringing power to 400,000 homes in less than month Megapack 3: • Will be manufactured in Tesla's upcoming Houston Megafactory starting in late 2026. 50 GWh annual manufacturing capacity when fully ramped. • 5 MWh of usable AC energy • Weight: 86,000 lbs • 28 foot long enclosure that can be shipped globally • Optimized for up to 8-hour applications • New drastically simplified thermal bay. Uses Model Y heat pump, but on steroids. 78% fewer connections, which minimizes failure points • Larger battery module and larger battery cell • 2.8 liter battery cell, co-engineered with Tesla's cell team • LFP battery • Operates in -40°C to 60° • Went from 24 cable connections in Megapack version 2XL, down to 3 simple busbar connections • 75% of the mass of Megapack 3 is battery cells. • A single module in it weighs as much as a Cybertruck • Tesla has enabled easier front access service, so there are no roof penetrations • Drastically simplified bussing system

Sawyer Merritt

784,985 views • 5 months ago

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.

Milk Road AI

12,738 views • 2 months ago

Free Energy Announcement Free Energy, otherwise known as Overunity is 100% real. The devices exist already. I have been told exactly how an operational device works. I signed an NDA so I won't be able to disclose specifics. Instead, I want to explain the concepts so everyone understands how it is possible. Overunity means Coefficient of Performance (CoP) greater than 1. More energy coming out of the device than is being locally put into it. This allows for a system that can perpetually produce energy without being plugged in. Many will claim this breaks the first and second laws of thermodynamics. The reason it doesn't break the second law is similar to a windmill or solar panel. The system is open to the Aether (quantum fluctuations) in the same way those systems are open to nature. The first law of thermodynamics says energy cannot be created or destroyed. Solar and wind cannot output more energy than they take because the inputs are limited, but the Aether represents potentially unlimited additional energy input. This is how an Overunity system produces CoP greater 1. 'Free Energy' is a misnomer. It means that the potential energy accessed is unlimited, but it does not mean that the cost of extracting it is zero. The materials to produce an Overunity device are currently expensive, as is the labor to build it. When these devices become more efficient to produce, the cost will drop. The benefits of Overunity include; 1. Energy independence from energy companies 2. The ability to live off the grid 3. No loss of power when the grid fails 4. Green energy with no pollution 5. Cost savings over time from high energy bills The downsides of Overunity include; 1. Large initial device cost 2. Disbelief I hope this information is as exciting to you as it is to me. I will try to answer any questions I can in the comments below. I am also willing to appear on shows and podcasts to discuss these concepts with the public. There are more announcements to come in the near future. Thank you.

Free Energy Announcement Free Energy, otherwise known as Overunity is 100% real. The devices exist already. I have been told exactly how an operational device works. I signed an NDA so I won't be able to disclose specifics. Instead, I want to explain the concepts so everyone understands how it is possible. Overunity means Coefficient of Performance (CoP) greater than 1. More energy coming out of the device than is being locally put into it. This allows for a system that can perpetually produce energy without being plugged in. Many will claim this breaks the first and second laws of thermodynamics. The reason it doesn't break the second law is similar to a windmill or solar panel. The system is open to the Aether (quantum fluctuations) in the same way those systems are open to nature. The first law of thermodynamics says energy cannot be created or destroyed. Solar and wind cannot output more energy than they take because the inputs are limited, but the Aether represents potentially unlimited additional energy input. This is how an Overunity system produces CoP greater 1. 'Free Energy' is a misnomer. It means that the potential energy accessed is unlimited, but it does not mean that the cost of extracting it is zero. The materials to produce an Overunity device are currently expensive, as is the labor to build it. When these devices become more efficient to produce, the cost will drop. The benefits of Overunity include; 1. Energy independence from energy companies 2. The ability to live off the grid 3. No loss of power when the grid fails 4. Green energy with no pollution 5. Cost savings over time from high energy bills The downsides of Overunity include; 1. Large initial device cost 2. Disbelief I hope this information is as exciting to you as it is to me. I will try to answer any questions I can in the comments below. I am also willing to appear on shows and podcasts to discuss these concepts with the public. There are more announcements to come in the near future. Thank you.

Ashton Forbes

390,168 views • 2 years ago

$Renewables are the key to preventing resource scarcity, argue European leaders, California Governor Gavin Newsom, and Ezra Klein and Derek Thompson, whose bestselling book Abundance became one of Barack Obama’s favorite books of 2025 and launched a political movement dedicated to what Klein calls “a politics of plenty.” The logic is straightforward and appealing. Solar panel costs have fallen more than 90% since 2010. Wind power costs have dropped by 70%. Battery storage prices have collapsed. If governments would simply clear the regulatory obstacles to building solar farms, wind turbines, and transmission lines, the abundance argument goes, clean energy would flow so abundantly that fossil fuel dependence would become a choice rather than a necessity. “The miracles of solar and wind and battery power,” Klein told the Long Now Foundation, “have given us the only shot we have to avoid catastrophic climate change.” But if renewables could prevent resource scarcity, then the world would not be in the midst of what the International Energy Agency’s Executive Director Fatih Birol called “the greatest global energy security challenge in history,” with global supply losses now totaling 12 million barrels per day, compared to about 5 million during each of the 1973 and 1979 crises. The United Kingdom is receiving its last shipment of jet fuel from the Middle East with nothing behind it. Australia saw over 500 gas stations run dry. And South Korea is considering driving restrictions for the first time since 1991. “In April,” warned Birol, “there is nothing.” It is true that solar and batteries have made enormous progress. Solar electricity costs roughly 3 to 5 cents per kilowatt-hour at the point of generation, cheaper than any fossil fuel in most locations. Battery costs have fallen below $115 per kilowatt-hour. China produces more solar panels than the rest of the world combined. But the world has installed more than 1,600 gigawatts of solar capacity and over 1,000 gigawatts of wind, and still we are in crisis. Global green energy investment was $2.3 trillion in 2025 alone. And yet when Iran closed the Strait of Hormuz, none of that capacity mattered, because solar panels do not produce jet fuel, diesel, ammonia, or the petrochemical feedstocks that underpin modern civilization. Electricity accounts for roughly 20% of final energy consumption worldwide. The other 80%, the part that moves ships, flies planes, heats buildings, and makes fertilizer, runs overwhelmingly on oil and gas. Solar and wind cannot substitute for these fuels at any price, because the energy density of liquid hydrocarbons exceeds batteries by a factor of 40 to 80 by weight. Klein and Thompson, to their credit, also support some forms of nuclear power. Abundance opens with a vision of cities powered by “clean (nuclear) and renewable (wind and solar) energy sources.” They lament America’s nuclear stagnation compared to France’s successful buildout. Klein has said that he supports advancing nuclear power alongside renewables. But, the new nuclear power plants that Klein and Thompson support do not exist. The “small modular reactors” that populate the abundance fantasy have not produced a single commercial kilowatt-hour of electricity. NuScale, the most advanced American SMR developer, canceled its flagship project in 2023 after costs doubled. No SMR has received a commercial operating license anywhere in the world. The first commercially operating SMR, if all goes well, may produce power in the early 2030s, but SMR developers have for years said that their reactors are just a few years away. Scaling to a meaningful share of global energy supply would take decades, as opposed to building conventional nuclear plants, which Japan and China have shown they can build in just two years, so long as they are standardized and the same construction crews are used. Democrats, progressives, environmental groups, and left-wing parties across Europe diverted hundreds of billions of dollars over the last two decades from developing the new oil and gas production, pipelines, refineries, and LNG terminals needed to make energy cheap and abundant. California’s aggressive climate mandates drove residential electricity prices to 34 cents per kilowatt-hour, nearly double the national average, while the state simultaneously blocked new natural gas infrastructure. And global investment in oil and gas exploration and production peaked at roughly $780 billion in 2014 and fell to approximately $350 billion by 2020, a decline driven by deliberate policy choices to restrict fossil fuel development. The European Union’s Green Deal, America’s Inflation Reduction Act, and climate policies across the developed world channeled subsidies toward solar and wind while imposing carbon taxes, windfall levies, and permitting restrictions on fossil fuel projects. The UK’s Energy Profits Levy, introduced in 2022, discouraged investment in the North Sea at precisely the moment when more domestic production was needed. The UK Labor government then banned new exploration licenses in November 2025. Germany’s Energiewende spent over €500 billion on renewables while shutting down its nuclear plants, leaving the country dependent on Russian gas and then, after the Ukraine war, on LNG that must now compete with Asian buyers for cargoes that can no longer transit Hormuz. And the UK has lost a third of its refineries in the last 18 months, meaning that even if crude oil arrived tomorrow, the country lacks the capacity to refine it into the jet fuel, diesel, and heating oil its citizens need. The only energy abundance solution that works at the scale of civilization right now is piped natural gas and oil. A pipeline delivers energy continuously, at near-zero marginal cost per unit delivered, with no exposure to shipping chokepoints, insurance markets, or geopolitical disruption. A ton of natural gas moved through a pipeline costs a fraction of what the same gas costs when liquefied, shipped by tanker across an ocean, and regasified at a terminal. The logical endpoint is a world powered by natural gas delivered through continental pipeline networks, eventually transitioning to hydrogen produced from natural gas and nuclear power. America built pipelines while Europe and Asia built LNG dependency. Saudi Arabia’s East-West pipeline, which has ramped from 770,000 barrels per day to 2.9 million since the war began, is the emergency proof of concept. If the Gulf states had built sufficient pipeline capacity to bypass Hormuz before the war, the crisis would be a fraction of its current severity. So why do so many on the Left continue to preach renewables as the solution to a crisis that renewables manifestly cannot solve?... Please subscribe now to support Public's award-winning investigative reporting, read the rest of the article, and watch the rest of the video!$

Renewables are the key to preventing resource scarcity, argue European leaders, California Governor Gavin Newsom, and Ezra Klein and Derek Thompson, whose bestselling book Abundance became one of Barack Obama’s favorite books of 2025 and launched a political movement dedicated to what Klein calls “a politics of plenty.” The logic is straightforward and appealing. Solar panel costs have fallen more than 90% since 2010. Wind power costs have dropped by 70%. Battery storage prices have collapsed. If governments would simply clear the regulatory obstacles to building solar farms, wind turbines, and transmission lines, the abundance argument goes, clean energy would flow so abundantly that fossil fuel dependence would become a choice rather than a necessity. “The miracles of solar and wind and battery power,” Klein told the Long Now Foundation, “have given us the only shot we have to avoid catastrophic climate change.” But if renewables could prevent resource scarcity, then the world would not be in the midst of what the International Energy Agency’s Executive Director Fatih Birol called “the greatest global energy security challenge in history,” with global supply losses now totaling 12 million barrels per day, compared to about 5 million during each of the 1973 and 1979 crises. The United Kingdom is receiving its last shipment of jet fuel from the Middle East with nothing behind it. Australia saw over 500 gas stations run dry. And South Korea is considering driving restrictions for the first time since 1991. “In April,” warned Birol, “there is nothing.” It is true that solar and batteries have made enormous progress. Solar electricity costs roughly 3 to 5 cents per kilowatt-hour at the point of generation, cheaper than any fossil fuel in most locations. Battery costs have fallen below $115 per kilowatt-hour. China produces more solar panels than the rest of the world combined. But the world has installed more than 1,600 gigawatts of solar capacity and over 1,000 gigawatts of wind, and still we are in crisis. Global green energy investment was $2.3 trillion in 2025 alone. And yet when Iran closed the Strait of Hormuz, none of that capacity mattered, because solar panels do not produce jet fuel, diesel, ammonia, or the petrochemical feedstocks that underpin modern civilization. Electricity accounts for roughly 20% of final energy consumption worldwide. The other 80%, the part that moves ships, flies planes, heats buildings, and makes fertilizer, runs overwhelmingly on oil and gas. Solar and wind cannot substitute for these fuels at any price, because the energy density of liquid hydrocarbons exceeds batteries by a factor of 40 to 80 by weight. Klein and Thompson, to their credit, also support some forms of nuclear power. Abundance opens with a vision of cities powered by “clean (nuclear) and renewable (wind and solar) energy sources.” They lament America’s nuclear stagnation compared to France’s successful buildout. Klein has said that he supports advancing nuclear power alongside renewables. But, the new nuclear power plants that Klein and Thompson support do not exist. The “small modular reactors” that populate the abundance fantasy have not produced a single commercial kilowatt-hour of electricity. NuScale, the most advanced American SMR developer, canceled its flagship project in 2023 after costs doubled. No SMR has received a commercial operating license anywhere in the world. The first commercially operating SMR, if all goes well, may produce power in the early 2030s, but SMR developers have for years said that their reactors are just a few years away. Scaling to a meaningful share of global energy supply would take decades, as opposed to building conventional nuclear plants, which Japan and China have shown they can build in just two years, so long as they are standardized and the same construction crews are used. Democrats, progressives, environmental groups, and left-wing parties across Europe diverted hundreds of billions of dollars over the last two decades from developing the new oil and gas production, pipelines, refineries, and LNG terminals needed to make energy cheap and abundant. California’s aggressive climate mandates drove residential electricity prices to 34 cents per kilowatt-hour, nearly double the national average, while the state simultaneously blocked new natural gas infrastructure. And global investment in oil and gas exploration and production peaked at roughly $780 billion in 2014 and fell to approximately $350 billion by 2020, a decline driven by deliberate policy choices to restrict fossil fuel development. The European Union’s Green Deal, America’s Inflation Reduction Act, and climate policies across the developed world channeled subsidies toward solar and wind while imposing carbon taxes, windfall levies, and permitting restrictions on fossil fuel projects. The UK’s Energy Profits Levy, introduced in 2022, discouraged investment in the North Sea at precisely the moment when more domestic production was needed. The UK Labor government then banned new exploration licenses in November 2025. Germany’s Energiewende spent over €500 billion on renewables while shutting down its nuclear plants, leaving the country dependent on Russian gas and then, after the Ukraine war, on LNG that must now compete with Asian buyers for cargoes that can no longer transit Hormuz. And the UK has lost a third of its refineries in the last 18 months, meaning that even if crude oil arrived tomorrow, the country lacks the capacity to refine it into the jet fuel, diesel, and heating oil its citizens need. The only energy abundance solution that works at the scale of civilization right now is piped natural gas and oil. A pipeline delivers energy continuously, at near-zero marginal cost per unit delivered, with no exposure to shipping chokepoints, insurance markets, or geopolitical disruption. A ton of natural gas moved through a pipeline costs a fraction of what the same gas costs when liquefied, shipped by tanker across an ocean, and regasified at a terminal. The logical endpoint is a world powered by natural gas delivered through continental pipeline networks, eventually transitioning to hydrogen produced from natural gas and nuclear power. America built pipelines while Europe and Asia built LNG dependency. Saudi Arabia’s East-West pipeline, which has ramped from 770,000 barrels per day to 2.9 million since the war began, is the emergency proof of concept. If the Gulf states had built sufficient pipeline capacity to bypass Hormuz before the war, the crisis would be a fraction of its current severity. So why do so many on the Left continue to preach renewables as the solution to a crisis that renewables manifestly cannot solve?... Please subscribe now to support Public's award-winning investigative reporting, read the rest of the article, and watch the rest of the video!

Michael Shellenberger

129,641 views • 5 months ago

Dylan Patel just mapped out the most important investment theme in AI infrastructure (Save this). "In about two years, solar plus battery will be cheaper than gas." Every new NVIDIA Blackwell rack pulls 120 kilowatts, Rubin Ultra rack pulls 600 kilowatts and the next generation hits a megawatt. The US grid cannot keep up, interconnection queues now run five years in many markets so the entire industry is being forced to solve power from first principles. The solar thesis is already happening. BloombergNEF's 2026 LCOE report, covering 800+ financed projects across 50+ markets puts solar plus 4 hour battery storage at $57 per megawatt-hour. Combined cycle gas turbines hit $102 per megawatt hour, the highest on record, up 16% year over year. In California and parts of Texas, solar plus storage is already cheaper than gas for data center power today and solar panel costs are expected to drop another 30% by 2035. Getting power from the grid into the form chips actually require is an entire industry unto itself and NVIDIA just rewrote the rules. The 800 volt DC transition is the most important infrastructure shift that's happening right now. Today's data centers run on 48 volt DC power delivery, a single next-generation GPU pulls over 2,500 watts and at 48 volts, the current required to power a megawatt rack would melt the copper wiring. The investment thesis breaks into four layers and the first layer is power semiconductors, specifically silicon carbide and gallium nitride. At 800 volts, traditional silicon based IGBTs hit their physical limits. SiC and GaN devices are the mandatory replacement. Infineon estimates $175,000 of semiconductor content per megawatt of AI rack power, versus almost nothing today and by 2030, power semiconductor content per AI cabinet grows from $15,000 to $115,000+. The names here are Infineon ($IFNNY), ON Semiconductor ($ON), Wolfspeed ($WOLF), Navitas ($NVTS), and STMicroelectronics ($STM). The second layer is power management and conversion. Vertiv ($VRT) is NVIDIA's lead architectural collaborator for the 800V transition, building the hardware that converts grid AC to 800V DC and the DC to DC power shelves for ultra dense racks. Eaton ($ETN) and Monolithic Power Systems ($MPWR) round out this layer. The third layer is grid to site infrastructure, GE Vernova ($GEV) builds the heavy electrical equipment that connects utility power to the data center campus. Orders are running at twice the rate of shipments, the classic leading indicator of sustained multi year revenue growth. The fourth layer is behind the meter power generation like your bloom energy because grid interconnection queues run five years, hyperscalers are bypassing the grid entirely, building dedicated gas, solar and battery systems on site. Make sure to follow me Melvin for more opportunities across the AI supply chain.

Dylan Patel just mapped out the most important investment theme in AI infrastructure (Save this). "In about two years, solar plus battery will be cheaper than gas." Every new NVIDIA Blackwell rack pulls 120 kilowatts, Rubin Ultra rack pulls 600 kilowatts and the next generation hits a megawatt. The US grid cannot keep up, interconnection queues now run five years in many markets so the entire industry is being forced to solve power from first principles. The solar thesis is already happening. BloombergNEF's 2026 LCOE report, covering 800+ financed projects across 50+ markets puts solar plus 4 hour battery storage at $57 per megawatt-hour. Combined cycle gas turbines hit $102 per megawatt hour, the highest on record, up 16% year over year. In California and parts of Texas, solar plus storage is already cheaper than gas for data center power today and solar panel costs are expected to drop another 30% by 2035. Getting power from the grid into the form chips actually require is an entire industry unto itself and NVIDIA just rewrote the rules. The 800 volt DC transition is the most important infrastructure shift that's happening right now. Today's data centers run on 48 volt DC power delivery, a single next-generation GPU pulls over 2,500 watts and at 48 volts, the current required to power a megawatt rack would melt the copper wiring. The investment thesis breaks into four layers and the first layer is power semiconductors, specifically silicon carbide and gallium nitride. At 800 volts, traditional silicon based IGBTs hit their physical limits. SiC and GaN devices are the mandatory replacement. Infineon estimates $175,000 of semiconductor content per megawatt of AI rack power, versus almost nothing today and by 2030, power semiconductor content per AI cabinet grows from $15,000 to $115,000+. The names here are Infineon ($IFNNY), ON Semiconductor ($ON), Wolfspeed ($WOLF), Navitas ($NVTS), and STMicroelectronics ($STM). The second layer is power management and conversion. Vertiv ($VRT) is NVIDIA's lead architectural collaborator for the 800V transition, building the hardware that converts grid AC to 800V DC and the DC to DC power shelves for ultra dense racks. Eaton ($ETN) and Monolithic Power Systems ($MPWR) round out this layer. The third layer is grid to site infrastructure, GE Vernova ($GEV) builds the heavy electrical equipment that connects utility power to the data center campus. Orders are running at twice the rate of shipments, the classic leading indicator of sustained multi year revenue growth. The fourth layer is behind the meter power generation like your bloom energy because grid interconnection queues run five years, hyperscalers are bypassing the grid entirely, building dedicated gas, solar and battery systems on site. Make sure to follow me Melvin for more opportunities across the AI supply chain.

Melvin

107,871 views • 1 month ago

Elon Musk just reduced ten thousand years of human progress to a single number. It didn’t even register. Musk: “How do you decide what progress a civilization has made? One of the most objective ways to do that is the amount of power that any given civilization has been able to harness.” Not GDP. Not military power. Not cultural reach. Energy. Captured and put to work. The only variable the universe respects. A Soviet astrophysicist named Kardashev turned this into a scale. Type I harnesses the energy of its planet. Type II harnesses its star. Type III harnesses its galaxy. There is no Type Zero. We’d need one. Musk: “Right now, we’re very low on the Kardashev Type I scale. We currently use much less than a trillionth of the power output of the sun. A trillion is a million times a million. We are practically nowhere on the Kardashev Type II scale.” Every reactor. Every dam. Every turbine. Every solar panel. Every barrel of oil ever pulled from the ground. Combined. A trillionth of the sun. Ten thousand years of civilization. On the only scale the universe uses to measure intelligent life, we are statistically invisible. The rest of the world argues about which fuel to subsidize. Elon is building at the only scale this equation respects. Tesla. Solar. Batteries. Starship. Every company he runs is aimed at the same point on the Kardashev Scale. That’s not a business empire. That’s a blueprint for moving a civilization up a scale it doesn’t know it’s on. The Kardashev Scale doesn’t care about your politics. Doesn’t count your GDP. Has no room for your borders or your wars. It reduces every civilization in the universe to a single number. The universe keeps one scoreboard. It doesn’t care who reads it. Elon builds like he has.

Elon Musk just reduced ten thousand years of human progress to a single number. It didn’t even register. Musk: “How do you decide what progress a civilization has made? One of the most objective ways to do that is the amount of power that any given civilization has been able to harness.” Not GDP. Not military power. Not cultural reach. Energy. Captured and put to work. The only variable the universe respects. A Soviet astrophysicist named Kardashev turned this into a scale. Type I harnesses the energy of its planet. Type II harnesses its star. Type III harnesses its galaxy. There is no Type Zero. We’d need one. Musk: “Right now, we’re very low on the Kardashev Type I scale. We currently use much less than a trillionth of the power output of the sun. A trillion is a million times a million. We are practically nowhere on the Kardashev Type II scale.” Every reactor. Every dam. Every turbine. Every solar panel. Every barrel of oil ever pulled from the ground. Combined. A trillionth of the sun. Ten thousand years of civilization. On the only scale the universe uses to measure intelligent life, we are statistically invisible. The rest of the world argues about which fuel to subsidize. Elon is building at the only scale this equation respects. Tesla. Solar. Batteries. Starship. Every company he runs is aimed at the same point on the Kardashev Scale. That’s not a business empire. That’s a blueprint for moving a civilization up a scale it doesn’t know it’s on. The Kardashev Scale doesn’t care about your politics. Doesn’t count your GDP. Has no room for your borders or your wars. It reduces every civilization in the universe to a single number. The universe keeps one scoreboard. It doesn’t care who reads it. Elon builds like he has.

Dustin

28,443 views • 1 month ago

$🚨THE KARDASHEV LEAP: WHY CIVILIZATION'S NEXT STAGE REQUIRES LEAVING EARTH Here's a terrifying thought: by 2040, computers will need more electricity than Earth can generate. Not some computers. All of them. The math is simple and brutal - computing demand is growing exponentially while planetary energy has hard limits. We're about to hit a wall that no amount of nuclear plants or solar farms can fix. This is what Elon means by needing a "Kardashev II civilization." The Kardashev Scale measures civilizations by energy use. Type I uses all planetary energy. Type II harnesses its star. We're currently at 0.73 - not even Type I yet - but AI is pushing us toward Type II energy needs with Type I infrastructure. It's like needing a firehose but being stuck with a garden hose. Space changes everything. Solar panels up there get 10 times more energy than Earth's surface - no clouds, no night, just pure stellar power 24/7. One orbital data center could match facilities that would blackout entire countries if built here. Plus, cooling becomes trivial in the vacuum of space, eliminating the massive infrastructure that eats 40% of ground-based data center energy. The real game-changer? The Moon. Its gravity is so weak you could literally shoot materials into space with an electromagnetic cannon. No rockets needed. Building from lunar materials would cost a fraction of Earth launches, making massive space computing actually affordable. This isn't sci-fi anymore. It's a race. China's spending $560 billion on energy infrastructure while advancing their space program. They get it. The first nation to establish orbital computing infrastructure gets unlimited energy for AI while everyone else fights over Earth's scraps. We're not choosing between ground and space data centers. We're choosing between infinite computing or watching progress stop when we hit Earth's power ceiling. That's not aspiration - it's survival.$

🚨THE KARDASHEV LEAP: WHY CIVILIZATION'S NEXT STAGE REQUIRES LEAVING EARTH Here's a terrifying thought: by 2040, computers will need more electricity than Earth can generate. Not some computers. All of them. The math is simple and brutal - computing demand is growing exponentially while planetary energy has hard limits. We're about to hit a wall that no amount of nuclear plants or solar farms can fix. This is what Elon means by needing a "Kardashev II civilization." The Kardashev Scale measures civilizations by energy use. Type I uses all planetary energy. Type II harnesses its star. We're currently at 0.73 - not even Type I yet - but AI is pushing us toward Type II energy needs with Type I infrastructure. It's like needing a firehose but being stuck with a garden hose. Space changes everything. Solar panels up there get 10 times more energy than Earth's surface - no clouds, no night, just pure stellar power 24/7. One orbital data center could match facilities that would blackout entire countries if built here. Plus, cooling becomes trivial in the vacuum of space, eliminating the massive infrastructure that eats 40% of ground-based data center energy. The real game-changer? The Moon. Its gravity is so weak you could literally shoot materials into space with an electromagnetic cannon. No rockets needed. Building from lunar materials would cost a fraction of Earth launches, making massive space computing actually affordable. This isn't sci-fi anymore. It's a race. China's spending $560 billion on energy infrastructure while advancing their space program. They get it. The first nation to establish orbital computing infrastructure gets unlimited energy for AI while everyone else fights over Earth's scraps. We're not choosing between ground and space data centers. We're choosing between infinite computing or watching progress stop when we hit Earth's power ceiling. That's not aspiration - it's survival.

Mario Nawfal

82,258 views • 8 months ago

NEWS: Ford has officially unveiled its new electric vehicle platform and its next-generation vehicle production system. Ford Universal EV Platform Details: • Reduces parts by 20% versus a typical vehicle, with 25% fewer fasteners, 40% fewer workstations dock-to-dock in the plant and 15% faster assembly time. • Ford says "Lower cost of ownership over five years than a three-year-old used Tesla Model Y." • Wiring harness in the new midsize truck; more than 4,000 feet (1.3 kilometers) shorter and 10 kilograms lighter than the one used in our first-gen electric SUV • Lithium iron phosphate (LFP) prismatic batteries enable space and weight and cost savings. It's a structural sub-assembly that also serves as the vehicle’s floor • The new midsize truck is forecasted to have more passenger room than the latest Toyota RAV4, even before you include the frunk and the truck bed. You can lock your surfboards or other gear in that bed – no roof rack or trailer hitch racks required • The new midsize truck will have a targeted 0-60 time as fast as a Mustang EcoBoost, with more downforce. Ford Universal EV Production System Details: • Transforming the traditional assembly line into an “assembly tree”. Instead of one long conveyor, three sub-assemblies run down their own lines simultaneously and then join together • Large single-piece aluminum unicastings replace dozens of smaller parts, enabling the front and rear of the vehicle to be assembled separately. • The front and rear are then combined with the third sub-assembly, the structural battery, which is independently assembled with seats, consoles and carpeting, to form the vehicle. • Parts travel down the assembly tree to operators in a kit. Within that kit, all fasteners, scanners and power tools required for the job are included. • Assembly of the new midsize electric truck could be up to 40% faster than Louisville Assembly Plant’s current vehicles. Some of that time will be reinvested into insourcing and automation to improve quality and cost, ultimately netting a 15% speed improvement. Ford: "A simple, efficient, flexible ecosystem to deliver a family of affordable, electric, software-defined vehicles – the first of which is a midsize, four-door electric pickup that will be assembled at Ford’s Louisville Assembly Plant for U.S. and export markets. Its launch is scheduled for 2027. It will have a target starting MSRP at about $30,000 USD." Ford says it is going to deliver a family of affordable, adaptable electric vehicles that offer multiple body styles for work and play — including for export — and whose LFP batteries will be assembled in America, not imported from China. Additional specifications for the midsize electric truck – including reveal date, starting price, EPA-estimated battery range, battery sizes and charge times – will be communicated later. Ford’s $2B investment in their Louisville Assembly Plant is in addition to its previously announced $3 billion investment in BlueOval Battery Park Michigan, which will build the prismatic LFP batteries for the midsize electric truck starting next year. Together, the investments total approximately $5 billion, and between the two plants, Ford expects to create or secure nearly 4,000 direct jobs.

NEWS: Ford has officially unveiled its new electric vehicle platform and its next-generation vehicle production system. Ford Universal EV Platform Details: • Reduces parts by 20% versus a typical vehicle, with 25% fewer fasteners, 40% fewer workstations dock-to-dock in the plant and 15% faster assembly time. • Ford says "Lower cost of ownership over five years than a three-year-old used Tesla Model Y." • Wiring harness in the new midsize truck; more than 4,000 feet (1.3 kilometers) shorter and 10 kilograms lighter than the one used in our first-gen electric SUV • Lithium iron phosphate (LFP) prismatic batteries enable space and weight and cost savings. It's a structural sub-assembly that also serves as the vehicle’s floor • The new midsize truck is forecasted to have more passenger room than the latest Toyota RAV4, even before you include the frunk and the truck bed. You can lock your surfboards or other gear in that bed – no roof rack or trailer hitch racks required • The new midsize truck will have a targeted 0-60 time as fast as a Mustang EcoBoost, with more downforce. Ford Universal EV Production System Details: • Transforming the traditional assembly line into an “assembly tree”. Instead of one long conveyor, three sub-assemblies run down their own lines simultaneously and then join together • Large single-piece aluminum unicastings replace dozens of smaller parts, enabling the front and rear of the vehicle to be assembled separately. • The front and rear are then combined with the third sub-assembly, the structural battery, which is independently assembled with seats, consoles and carpeting, to form the vehicle. • Parts travel down the assembly tree to operators in a kit. Within that kit, all fasteners, scanners and power tools required for the job are included. • Assembly of the new midsize electric truck could be up to 40% faster than Louisville Assembly Plant’s current vehicles. Some of that time will be reinvested into insourcing and automation to improve quality and cost, ultimately netting a 15% speed improvement. Ford: "A simple, efficient, flexible ecosystem to deliver a family of affordable, electric, software-defined vehicles – the first of which is a midsize, four-door electric pickup that will be assembled at Ford’s Louisville Assembly Plant for U.S. and export markets. Its launch is scheduled for 2027. It will have a target starting MSRP at about $30,000 USD." Ford says it is going to deliver a family of affordable, adaptable electric vehicles that offer multiple body styles for work and play — including for export — and whose LFP batteries will be assembled in America, not imported from China. Additional specifications for the midsize electric truck – including reveal date, starting price, EPA-estimated battery range, battery sizes and charge times – will be communicated later. Ford’s $2B investment in their Louisville Assembly Plant is in addition to its previously announced $3 billion investment in BlueOval Battery Park Michigan, which will build the prismatic LFP batteries for the midsize electric truck starting next year. Together, the investments total approximately $5 billion, and between the two plants, Ford expects to create or secure nearly 4,000 direct jobs.

Sawyer Merritt

202,060 views • 1 year ago

$Bro… Elon just laid out the blueprint on how xAI and SpaceX are getting to 1,000+ gigawatts per year and beyond, in his closing statement at the xAI all-hands! IMO, this is why there will be no competition in space. 1/ Earth Supercomputers (Now) Build Memphis cluster to get us to >1 GW of power. “We’re only right now using roughly one percent of the potential energy of Earth.” Plan: • 330,000+ Grace Blackwell GPUs • ~1M H100-equivalent compute • 1 gigawatt draw at full scale • Built in <1 year • Tesla Megapacks stabilizing energy FYI, most AI companies are operating in hundreds of megawatts, yet xAI is already at a utility-scale gigawatt compute. 2/ Orbital Datacenters (Soon) Get to 100-200 GW per year launched into orbit with a path to ~1 terawatt (1,000 GW) total from Earth launches. “The next step beyond Earth data centers is our Earth orbital datacenters… launching at the 100-200 gigawatt per year level. Not cumulative, I mean per year.” Benefits: • Continuous solar exposure • No land constraints • No terrestrial grid bottlenecks • Virtually unlimited horizontal expansion FYI, 100–200 GW per year is equivalent to adding multiple large nation-scale grids annually. 3/ Moon Factories + Mass Driver (Mid Future) Get to 1,000+ GW per year, several orders of magnitude beyond Earth. “In order to do that you have to go to the Moon… We are actually going to have a mass driver on the Moon.” Plan: • Lunar factories build AI satellites • Electromagnetic mass driver launches them without fuel • Low lunar gravity reduces launch energy requirements • Scales far beyond Earth’s physical constraints FYI, this is when industrialized compute begins manufacturing off Earth. 4/ Solar System & Beyond (Long Term Future) Today the sun outputs ~3.8 × 10²⁶ watts “If we wanted to use even a millionth of the Sun’s energy, that would be roughly a million times more energy than civilization currently uses.” This means • 0.000001 of the Sun’s output = ~1,000,000 × today’s global Earth energy usage. 🤯 “Earth is really a tiny, tiny dust mote in a vast darkness… The Sun is 99.8% of all mass in the solar system.” To access that scale: • Moon manufacturing • Mars expansion • Solar-orbit compute clusters • Eventually tapping meaningful fractions of stellar output So… the blueprint to get here is 1/ Start at 1 GW. 2/ Scale to 1 TW. 3/ Scale to 1,000+ GW per year. 4/ Then expand toward fractions of the Sun itself. It’s clear that xAI + SpaceX is building the AI infrastructure and pathway to a stellar-scale energy civilization. I really hope I’m still alive to witness all this.$

Bro… Elon just laid out the blueprint on how xAI and SpaceX are getting to 1,000+ gigawatts per year and beyond, in his closing statement at the xAI all-hands! IMO, this is why there will be no competition in space. 1/ Earth Supercomputers (Now) Build Memphis cluster to get us to >1 GW of power. “We’re only right now using roughly one percent of the potential energy of Earth.” Plan: • 330,000+ Grace Blackwell GPUs • ~1M H100-equivalent compute • 1 gigawatt draw at full scale • Built in <1 year • Tesla Megapacks stabilizing energy FYI, most AI companies are operating in hundreds of megawatts, yet xAI is already at a utility-scale gigawatt compute. 2/ Orbital Datacenters (Soon) Get to 100-200 GW per year launched into orbit with a path to ~1 terawatt (1,000 GW) total from Earth launches. “The next step beyond Earth data centers is our Earth orbital datacenters… launching at the 100-200 gigawatt per year level. Not cumulative, I mean per year.” Benefits: • Continuous solar exposure • No land constraints • No terrestrial grid bottlenecks • Virtually unlimited horizontal expansion FYI, 100–200 GW per year is equivalent to adding multiple large nation-scale grids annually. 3/ Moon Factories + Mass Driver (Mid Future) Get to 1,000+ GW per year, several orders of magnitude beyond Earth. “In order to do that you have to go to the Moon… We are actually going to have a mass driver on the Moon.” Plan: • Lunar factories build AI satellites • Electromagnetic mass driver launches them without fuel • Low lunar gravity reduces launch energy requirements • Scales far beyond Earth’s physical constraints FYI, this is when industrialized compute begins manufacturing off Earth. 4/ Solar System & Beyond (Long Term Future) Today the sun outputs ~3.8 × 10²⁶ watts “If we wanted to use even a millionth of the Sun’s energy, that would be roughly a million times more energy than civilization currently uses.” This means • 0.000001 of the Sun’s output = ~1,000,000 × today’s global Earth energy usage. 🤯 “Earth is really a tiny, tiny dust mote in a vast darkness… The Sun is 99.8% of all mass in the solar system.” To access that scale: • Moon manufacturing • Mars expansion • Solar-orbit compute clusters • Eventually tapping meaningful fractions of stellar output So… the blueprint to get here is 1/ Start at 1 GW. 2/ Scale to 1 TW. 3/ Scale to 1,000+ GW per year. 4/ Then expand toward fractions of the Sun itself. It’s clear that xAI + SpaceX is building the AI infrastructure and pathway to a stellar-scale energy civilization. I really hope I’m still alive to witness all this.

Teslaconomics

526,729 views • 6 months ago

🇨🇳☀️ The Truth About China’s Wumeng Mountain Solar Farms: Not the Lies Which Are Going Viral A video is spreading claiming “countless habitats were bulldozed for 40,000 acres of solar panels in Wumeng Mountain, China.” It’s dramatic… but it’s also completely wrong. If you want to learn something, read on... Here’s what’s actually happening 👇 1. Where is Wumeng Mountain? The Wumeng range stretches across Guizhou, Yunnan and Sichuan, one of China’s historically poorest, most degraded regions. Think: • Barren slopes • Karst terrain (thin rocky soil, hard for plants to grow) • Severe soil erosion • Thin, non-arable land • Over-mined, over-farmed areas It is NOT rainforest. It is NOT an untouched wildlife paradise. It has been one of China’s most ecologically fragile regions for decades. 2. What China built there? China is installing large-scale mountain solar farms on land that: • Can’t grow crops • Can’t support dense forest (for reforestation) • Has low ecological value • Was already stripped or degraded The projects follow the terrain. Nothing is “flattened.” No forests bulldozed. And many sites are dual-use agrivoltaic farms, goats and sheep graze under the panels and native vegetation returns because the land is no longer being over-farmed. 3. “Destroyed habitats”? Not even close Every major renewables project in China requires an Environmental Impact Assessment and since 2020, solar/wind cannot be built in: ❌ Protected forests ❌ National parks ❌ Primary ecosystems ❌ Wildlife reserves The chosen sites were already degraded hillside scrubland. Studies from Guizhou & Yunnan show: • Soil erosion drops sharply under solar arrays • Moisture increases • Native plants recover • Insects return and birds return Solar farms here are actually restoring the land, the opposite of the fear-mongering claims. 4. Environmental outcome: massively positive A 40,000-acre mountain solar farm delivers 6–8 GW of power. That’s enough to replace: 🔥 6 coal plants 🔥 30–40 million tonnes of CO₂ per year It uses zero water, releases zero pollution and allows vegetation to regrow. Meanwhile, Guizhou/Yunnan’s old coal basins produced decades of pollution and ecological damage. This is what cleaning up looks like. 5. Why the viral video is misleading? ⚠️ The narrative relies on: • A dramatic aerial shot • Zero local context • Ignoring land-type and terrain • Pretending this was untouched wilderness • Ignoring China’s laws protecting high-value ecosystems • Ignoring rural poverty alleviation • Ignoring the CO₂ reductions • Ignoring that mountain solar is built on non-arable, pre-degraded land If this exact project was built in Europe, it would be hailed as “green innovation.” But because it’s China, the West suddenly cries “environmental disaster.” The hypocrisy is insane. Absolutely INSANE! 6. What the Wumeng solar project actually represents ✔ Restoring degraded land ✔ Ending small coal mines ✔ Stabilising mountain soils ✔ Providing clean energy ✔ Raising local rural income ✔ Helping communities escape poverty ✔ Lowering global emissions (massively) ✔ Proving China’s renewables leadership, again China builds more solar each year than the entire rest of the world combined. This is what that looks like at ground level. Here is the truth: - There is no “eco-wasteland.” - No mass habitat destruction. - Just Western social media doing what it always does, misrepresenting China to score political points. The Wumeng solar rollout is one of the most successful examples of turning damaged land into clean energy and it is lifting entire regions out of poverty while cutting emissions on a global scale. China is the world’s largest reforestation nation, adding over 70 million hectares of new forests since the 1990s, more than any other country on Earth. From the Three-North Shelterbelt to the Grain-for-Green program, China is repairing past damage at a scale no Western nation has even attempted. Stop spreading lies about “destroyed habitats” when China is literally leading the world in restoring them. The real story is far more impressive than the propaganda being pushed online.

🇨🇳☀️ The Truth About China’s Wumeng Mountain Solar Farms: Not the Lies Which Are Going Viral A video is spreading claiming “countless habitats were bulldozed for 40,000 acres of solar panels in Wumeng Mountain, China.” It’s dramatic… but it’s also completely wrong. If you want to learn something, read on... Here’s what’s actually happening 👇 1. Where is Wumeng Mountain? The Wumeng range stretches across Guizhou, Yunnan and Sichuan, one of China’s historically poorest, most degraded regions. Think: • Barren slopes • Karst terrain (thin rocky soil, hard for plants to grow) • Severe soil erosion • Thin, non-arable land • Over-mined, over-farmed areas It is NOT rainforest. It is NOT an untouched wildlife paradise. It has been one of China’s most ecologically fragile regions for decades. 2. What China built there? China is installing large-scale mountain solar farms on land that: • Can’t grow crops • Can’t support dense forest (for reforestation) • Has low ecological value • Was already stripped or degraded The projects follow the terrain. Nothing is “flattened.” No forests bulldozed. And many sites are dual-use agrivoltaic farms, goats and sheep graze under the panels and native vegetation returns because the land is no longer being over-farmed. 3. “Destroyed habitats”? Not even close Every major renewables project in China requires an Environmental Impact Assessment and since 2020, solar/wind cannot be built in: ❌ Protected forests ❌ National parks ❌ Primary ecosystems ❌ Wildlife reserves The chosen sites were already degraded hillside scrubland. Studies from Guizhou & Yunnan show: • Soil erosion drops sharply under solar arrays • Moisture increases • Native plants recover • Insects return and birds return Solar farms here are actually restoring the land, the opposite of the fear-mongering claims. 4. Environmental outcome: massively positive A 40,000-acre mountain solar farm delivers 6–8 GW of power. That’s enough to replace: 🔥 6 coal plants 🔥 30–40 million tonnes of CO₂ per year It uses zero water, releases zero pollution and allows vegetation to regrow. Meanwhile, Guizhou/Yunnan’s old coal basins produced decades of pollution and ecological damage. This is what cleaning up looks like. 5. Why the viral video is misleading? ⚠️ The narrative relies on: • A dramatic aerial shot • Zero local context • Ignoring land-type and terrain • Pretending this was untouched wilderness • Ignoring China’s laws protecting high-value ecosystems • Ignoring rural poverty alleviation • Ignoring the CO₂ reductions • Ignoring that mountain solar is built on non-arable, pre-degraded land If this exact project was built in Europe, it would be hailed as “green innovation.” But because it’s China, the West suddenly cries “environmental disaster.” The hypocrisy is insane. Absolutely INSANE! 6. What the Wumeng solar project actually represents ✔ Restoring degraded land ✔ Ending small coal mines ✔ Stabilising mountain soils ✔ Providing clean energy ✔ Raising local rural income ✔ Helping communities escape poverty ✔ Lowering global emissions (massively) ✔ Proving China’s renewables leadership, again China builds more solar each year than the entire rest of the world combined. This is what that looks like at ground level. Here is the truth: - There is no “eco-wasteland.” - No mass habitat destruction. - Just Western social media doing what it always does, misrepresenting China to score political points. The Wumeng solar rollout is one of the most successful examples of turning damaged land into clean energy and it is lifting entire regions out of poverty while cutting emissions on a global scale. China is the world’s largest reforestation nation, adding over 70 million hectares of new forests since the 1990s, more than any other country on Earth. From the Three-North Shelterbelt to the Grain-for-Green program, China is repairing past damage at a scale no Western nation has even attempted. Stop spreading lies about “destroyed habitats” when China is literally leading the world in restoring them. The real story is far more impressive than the propaganda being pushed online.

James Wood 武杰士

140,352 views • 9 months ago