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.
Latest
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.
Two Roads to Autonomy: Why Tesla and Nvidia Are Not Playing the Same Game
Tesla and Nvidia are fighting two different autonomy wars. CES field reporting and Tesla's Dojo chip saga reveal why the two strategies rarely collide.
Pure Vision vs. LiDAR Multimodalism: Tesla's Bold Bet on End-to-End AI and the Future of Mobility
Explore Tesla's pure vision FSD and Cybercab. We analyze its hardware minimalism against sensor fusion, weighing the hope of real-world safety against the despair of black-box AI limits.
Deconstructing Waymo's Multi-Sensory Hardware: A Multi-Year CES Evolution Study (2023-2026)
Analyze Waymo's sensor hardware evolution from Jaguar to Ojai at CES. Deconstructing cameras, radars, and lidars, we show how sensor fusion secures safety. This breakdown contrasts Waymo with Tesla's pure vision AI, framing the future of autonomous driving.
The Sovereignty Blueprint: How Modular Economies Threaten the Silicon Pipe
How China's 6.8M base stations and open satellite modules challenge Starlink's monopoly.
Starlink Absent at MWC Shanghai 2026
Starlink fuels SpaceX but requires carrier partners. In dense markets with 6.8M base stations, terrestrial infrastructure forms a structural wall rendering satellite broadband unnecessary.
Why SpaceX Chose Methane
Why SpaceX Chose Methane for Raptor: reusability, Mars ISRU, and cleaner burn. The real reason Starship will reach Mars.
CES Megatrend Review: Field Research & Executive Briefing
Every year, I attend CES in person and turn my on-site research into a 100+ page report. Here's how CES 2026 breaks down into three megatrends and what they mean for business leaders.
Why Space? Earth's Ceiling and a Sun That Never Sets
AI's power demand is outgrowing the grid. Why the next data centers may run in orbit, where the sun never sets and SpaceX controls the one cost that matters.
Space Tech
Primitive Tools, Perfect Outcomes: The Analogue Engineering of the Saturn V
How did NASA engineer the Saturn V without computers or CAD? Explore the brilliant analogue engineering, from F-1 combustion trials to the Instrument Unit, that successfully conquered the moon.
Space Tech
The Saturn V Was Not Giant: The Absolute Minimum Scale for the Moon
To understand SpaceX's Starship, we must look at NASA's Saturn V. Sun Lee explains how the unforgiving math of the rocket equation dictated the absolute minimum scale required to reach the moon.
Space Tech
NASA's Saturn V and the Normalization of Space Exploration
Why can't we rebuild NASA's Saturn V? Sun Lee explores the limits of aerospace blueprints, Cold War anomalies, and SpaceX's Starship normalization at Starbase.
The Physical AI Power Struggle: Musk’s Empire vs. China’s Ecosystem
AI has left the screen and entered the physical world. Musk is building a vertically integrated empire with Starlink, Starship, Optimus and xAI. China counters with system-level integration. Power, cooling and space logistics are the new bottlenecks, creating a brief window for Korean companies.
The Rocket Engine for AI
Elon Musk does not hand out compliments. So when he looks at a chip and calls it "the rocket engine for AI," something has changed. Not his opinion of NVIDIA. His calculation of what it will take to build intelligence at planetary scale.
Space Tech
Starbase: The First City SpaceX Built to Leave Earth
Inside Starbase, Texas: the city SpaceX built to prepare humanity for Mars, where a public road doubles as a rocket-viewing platform.
AI
When the Chipmaker Invests in the Buyer
NVIDIA invested in xAI's $20B round while selling it GPUs. Circular capital, or conviction? The case against.
AI
What It Means for One Company to Own 100,000 GPUs
xAI's Colossus runs 100,000 NVIDIA H100s. All of South Korea held 2,000. Inside the AI compute gap.
When Moore's Law Stops, SpaceX Looks Up
NVIDIA Rubin vs Blackwell: extreme co-design, six new chips, and why AI's real bottleneck is power.
News
Duck-il Industries Hosts Post-CES Mobility Masterclass on Automotive Paradigm Shifts
Author Sun Lee Delivers Mobility Masterclass on Post-CES Automotive Paradigm Shifts for Duck-il Industries Executives
Space Tech
Why Did Jensen Huang Go to SpaceX?
NVIDIA’s DGX Spark visit to SpaceX signals a deeper convergence between AI infrastructure and launch-scale industrial systems, linking computational density with orbital ambition.