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무감독 로보택시 플릿 업데이트 (5/5) : 36대 - 오스틴 : 25대 - 댈러스 : 5대 - 휴스턴 : 6대

3인방의 공통점 : Vantor Vantor에서 떨어져나간건 위성 제조 사업부였지? Matt Clark joins Satellogic with more than 15 years of experience supporting international government customers. In his previous role at Vantor (formerly Maxar), Matt led sales and business development across international defense and intelligence accounts, driving strategic programs with allied governments. Brett Davis brings over 22 years of experience in the geospatial intelligence sector. Prior to joining Satellogic, Brett spent more than two decades at Vantor (formerly Maxar Intelligence) in senior sales roles and most recently served as Director of International Business Development at BlackSky, where he focused on expanding adoption of high-frequency satellite data across defense customers. Jonathan Lee joins as Sales Director for APAC. He combines nearly a decade of commercial GEOINT experience at Vantor (formerly Maxar Intelligence), with 11 years as an analyst at the Singapore Ministry of Defense, bringing firsthand understanding of operational intelligence workflows and regional mission requirements.

$TSLA Pessimists will become increasingly impossible to ignore.. Via: Robotaxi Tracker

SpaceX Musk compensation incentive goal: 100 TW "operates data centers in space that provide at least 100 terawatts of compute capacity." Remember the famous Terafab chart showing 1 TW labeled "Expected compute demand from Tesla + SpaceX"? The Musk milestone is 100 TW. Have they gone insane? Actually no. We could hit 100 TW of demand in less than 10 years. Today global AI data center power capacity is about 30 GW. Let's check this against growth in the CPU growth era, 1980-2000's. The growth rate then was 58% per year (growing at 1.58x per year). By that measure, 30 GW will grow to 1 TW in 7.7 years (2034). And 100 TW at 17.7 years (2043). BUT, AI compute demand is growing much faster than the CPU-era growth. About ~3.4× per year. That’s more than twice as fast as the historical 58% rate. So the demand for 1 TW equates to only 3 years and 100 TW only 7 years. Even in the most optimistic case (e.g., 1.5× FLOPS/W efficiency gains every year from Blackwell/Rubin-class chips), we still hit 1 TW in ~4.3 years and 100 TW in ~10 years. And I think inference compute demand is going to accelerate from here!

Goldman Sachs raises its Samsung Electronics operating profit forecasts: 2026: KRW 315tn ($213.7B) → KRW 355tn ($240.9B) 2027: KRW 307tn ($208.3B) → KRW 438tn ($297.2B) 2028: KRW 318tn ($215.8B) → KRW 495tn ($335.9B)