AI
Robots Have Started Walking. Grasping Is Still Open.
Walking got solved. Grasping did not. And the winning answer in 2017 was to abandon the human form entirely.
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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?
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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.
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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.
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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.
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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.
AI
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.
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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.
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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.
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Inference Speed: The Invisible Constraint Defining the Success of Real-Time AI
At CES 2026, a live spatial intelligence demo revealed a critical constraint shaping real-time AI: inference speed. As AI moves beyond language and into physical space, infrastructure—not models or narratives—will determine what systems can actually do at scale.
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CES 2026: A Stress Test for Capital, Not a Gadget Show
CES 2026 is a high-stakes stress test for capital allocation. As the industry shifts from 'vision' to 'operational data,' the gap between software promises and physical execution is exposed. Explore why the era of the demo has ended and the era of deployment has begun.