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Dan Ives On Why 2026 Is The Start Of Tesla’s $3 Trillion AI Chapter

Tesla is poised to reach a $3 trillion valuation by 2026, driven by its advancements in AI, autonomous vehicles, and robotics, which are expected to outweigh its challenges in EV sales and regulatory pressures ## Questions to inspire discussion.

Autonomous Driving Deployment Timeline.

🚕 Q: What are Tesla’s specific robotaxi deployment targets for 2026?

A: Tesla aims to launch robotaxis without safety drivers in 30 cities by 2026 while significantly expanding geo-fenced areas in cities like Austin, leveraging its 10 million cars on the road to scale autonomy faster than competitors through superior data collection advantage.

🎯 Q: What evidence do investors need to see in 2026 to validate Tesla’s autonomous strategy?

A: Investors must see city-by-city proof of autonomous accuracy, achievement of true level 5 autonomy, measurable regulatory progress, and rapid scaling capability across multiple markets to confirm the long-term bullish thesis.

How sustainability is driving innovation in functionalized graphene materials

Graphene is often described as a wonder material. It is strong, electrically conductive, thermally efficient, and remarkably versatile. Yet despite more than a decade of excitement, many graphene-based technologies still struggle to move beyond the laboratory.

One of the key challenges is that graphene does not readily dissolve in common solvents, forcing researchers to rely on harsh, multi-step functionalization/modification processes to make it usable.

As a researcher working at the intersection of green chemistry and nanomaterials, I have often found myself asking a simple question: Can we design advanced materials without relying on environmentally costly processes?

Redesigned carbon molecules boost battery safety, durability and power

Research published in the Journal of the American Chemical Society demonstrates a new way to make carbon-based battery materials much safer, longer lasting, and more powerful by fundamentally redesigning how fullerene molecules are connected.

Today’s lithium-ion batteries rely mainly on graphite, which limits fast-charging speed and poses safety risks due to lithium plating. These research findings mean progress toward safer electric vehicles, longer-lasting consumer electronics, and more reliable renewable-energy storage.

Why Everyone Is Talking About Data Centers In Space

Questions to inspire discussion.

Launch Economics & Viability.

🚀 Q: What launch cost makes space data centers economically competitive? A: Space data centers become cost-competitive with ground systems when launch costs drop to approximately $200/kg, according to Google’s Suncatcher paper, making the economics viable for moving compute infrastructure off-Earth.

💰 Q: Why might SpaceX pursue a $1.5 trillion IPO valuation? A: The projected $1.5 trillion SpaceX IPO valuation is speculated to fund the capital-intensive race to establish space-based data centers and secure the best orbital positions before competitors.

🏢 Q: Which companies can realistically build space data centers first? A: Vertically integrated organizations like SpaceX, Relativity Space, and Blue Origin lead because they control launch infrastructure, can self-fund deployment, and serve as their own customers for space compute capacity.

🛰️ Q: How would space data centers physically connect GPUs across satellites? A: Multiple free-flying satellites in formation (like 20+ Starlink satellites) use inter-satellite optical connections to enable communication between GPUs, creating high-density computing clusters in orbit.

Analyzing Bill Ackman’s SpaceX IPO Offer w/ Tesla Larry

🔹 Q: What specific cost advantages does SPARC offer beyond eliminating underwriting fees? A: SPARC reduces friction, cost, and time by bypassing the traditional investment banking process entirely, eliminating promotional fees and creating a cleaner, more transparent process than traditional SPACs.

🔹 Q: How would Tesla shareholders get early access to SpaceX shares through SPARC? A: Tesla shareholders would receive special rights to acquire SpaceX shares at the IPO price before the public, potentially through warrants at a discounted price, allowing them to benefit from SpaceX’s future growth.

🔹 Q: What advantage does SPARC provide Tesla investors over traditional IPO allocation? A: SPARC enables more equitable allocation of SpaceX shares to Tesla investors, avoiding the traditional gated process that benefits Wall Street bankers’ friends and their preferred clients.

🔹 Q: How could SpaceX share access impact Tesla’s stock price? A: The SPARC structure allowing Tesla shareholders to receive warrants for SpaceX shares at discounted prices could potentially boost Tesla’s stock price by providing unique value to existing shareholders.

Pricing Control.

🔹 Q: Who controls pricing in SPARC versus traditional IPO? A: SPARC allows the public to set the price rather than banker control, giving SpaceX more control over pricing decisions compared to traditional IPO where investment banks determine valuation.

Production of hydrogen and carbon nanotubes from methane using a multi-pass floating catalyst chemical vapour deposition reactor with process gas recycling

Methane pyrolysis produces hydrogen and carbon materials, but some approaches based on chemical vapour deposition actually consume hydrogen to mitigate unwanted side reactions. Here Peden et al. use gas recycling in a multi-pass floating catalyst chemical vapour deposition reactor to produce hydrogen alongside carbon nanotube aerogels.

Anode-free battery can double electric vehicle driving range

Could an electric vehicle travel from Seoul to Busan and back on a single charge? Could drivers stop worrying about battery performance even in winter? A Korean research team has taken a major step toward answering these questions by developing an anode-free lithium metal battery that can deliver nearly double driving range using the same battery volume.

A joint research team led by Professor Soojin Park and Dr. Dong-Yeob Han of the Department of Chemistry at POSTECH, together with Professor Nam-Soon Choi and Dr. Saehun Kim of KAIST, and Professor Tae Kyung Lee and researcher Junsu Son of Gyeongsang National University, has successfully achieved a volumetric energy density of 1,270 Wh/L in an anode-free lithium metal battery. This value is nearly twice that of current lithium-ion batteries used in electric vehicles, which typically deliver around 650 Wh/L. The article is published in Advanced Materials.

An anode-free lithium metal battery eliminates the conventional anode altogether. Instead, lithium ions stored in the cathode move during charging and deposit directly onto a copper current collector. By removing unnecessary components, more internal space can be devoted to energy storage, much like fitting more fuel into the same-sized tank.

Vast freshwater reserves found beneath salinity-stressed coastal Bangladesh

Despite its tropical climate and floodplain location, Bangladesh—one of the world’s most densely populated nations—seasonally does not have enough freshwater, especially in coastal areas. Shallow groundwater is often saline, a problem that may be exacerbated by rising sea levels.

Rainfall is highly seasonal and stored rainwater often runs out by the end of the dry season. And contamination by naturally occurring arsenic deposits and other pollutants farther inland further depletes supplies of potable water, which can run desperately short during annual dry seasons. According to the UN’s Sustainable Development Goals, 41% of Bangladeshis do not have consistent access to safe water.

Hoping to ease the crisis, researchers from Lamont-Doherty Earth Observatory, which is part of the Columbia Climate School, led an exploration for new freshwater sources along the Pusur River in the Ganges-Brahmaputra Delta. They recently published their results in the journal Nature Communications.

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