Tesla's AI Chief Answered the Question I Left Open in 2024

Four of the five steps I set out in 2024 were confirmed by Tesla's head of AI. Dojo only changed its name. What changed is the question: once you abandon rules, what do you verify against?

Removing the Steering Wheel Was Never the Same as Removing the Driver

Removing the steering wheel turned out to be the easy part. What Zoox was waiting for all along was not better software. It was a document from a federal regulator.

One Man's Certainty Is Worth Less Than Thirty Scorecards

Only one company took two Best of Innovation awards at CES 2026. The judges' reasoning stays sealed, but the text they scored is public. What Oshkosh put in front of thirty scorecards, and why it held.

Tracing a Century of Rockets

Financial statements record the past. The factory floor shows the future. Inside SpaceX, from Goddard's 1926 rocket to the Nasdaq listing.

TCL Moved Into the Space Samsung Left Behind

At CES 2026 TCL occupied the Central Hall floor Samsung vacated. The panel supply chain, shipment share, premium brands, Olympic sponsorship, and now the car cabin.

The Boring Company at Nine: What I Learned Riding Elon Musk's Tunnels

Nine years in, Musk's tunnel company has four million riders, real safety violations, and a twenty billion dollar valuation anyway.

Tesla Announced It in July 2026. Shanghai Did It in July 2025.

Tesla put Starlink in the Cybercab in July 2026. Geely's robotaxi arm had done it twelve months earlier.

The Bet That Broke and the Bet That Spread: Tesla and Nvidia, Three Years Later

Tesla and Nvidia are fighting two different autonomy wars. CES reporting, the Dojo chip saga, and China's Geely reveal why the two strategies still haven't converged.

Even the "Next Tesla" Struggles: The Surprisingly High Barrier to Building Electric Cars

Byton had money and design. It never built the car. In EVs, the real barrier was never the concept.

What Matters More Than a Fascinating Exterior

A booth full of gorgeous hardware, and one question nobody there was asking out loud: what's actually going to launch any of it?

Beyond Passenger Cars: Caterpillar’s Industrial Autonomy Paradigm and the Multi-Sensor Formula

Analyzing Caterpillar’s industrial autonomy at CES 2026 and its shift to edge AI via Nvidia Thor. Validated by quarry data, we balance multi-sensor redundancy against high capital barriers.

Tesla Dojo: Symbolic AI’s Hanoi Tower Problem and the Turn to Neural Scaling

This analysis deconstructs Tesla's Dojo through the lens of AI history, from symbolic reasoning limits illustrated by the Hanoi Tower problem to modern neural scaling. We balance the reality of its 2025 pause with the vision of its 2026 turn toward orbital compute.