The United Nations’ ambitious development agenda aims to protect people and the planet. But experts say governments aren’t doing enough to implement them ahead of the 2030 deadline.

The market has changed. In my eyes the biggest advantage a company can have right now is already being where the customer is. I am focusing on companies with a distribution moat. These are the ones on my watchlist: 1. $META – 3B+ daily users across Facebook, Instagram, WhatsApp, Messenger. Any AI it ships is in front of half the planet on day one. 2. $GOOGL – Search, Android, Chrome, YouTube, Gmail, Maps. Owns more default surfaces than anyone. 3. $AAPL – 2B+ active devices and the App Store gate. Whoever wins the phone wins the on-device AI entry point. 4. $MSFT – Windows, Office, Teams, LinkedIn, GitHub. The only company with default distribution into every enterprise desk. 5. $AMZN – Prime, Alexa, the marketplace, plus AWS as developer distribution. Owns both the consumer and the builder. 6. $TCEHY – WeChat is a billion+ user super app. China's AI will run through it. 7. $CRM – Salesforce sits in front of nearly every enterprise sales team. AI agents get sold into seats already deployed. 8. $INTU – QuickBooks and TurboTax touch tens of millions of small businesses and taxpayers. AI bookkeeping and filing land on an installed base. 9.$UBER – 150M+ monthly users and a physical world network. AI dispatch and autonomy plug into demand that already exists. 10.$SPOT – 700M+ users on an audio surface. AI DJ and recommendations run on top of listening habits already formed.

The AI will kill everyone is the same people who claimed climate change would've destroy the planet by this decade. Now that does not mean climate change is fake or that AI has no risks. It means real concerns often get turned into apocalyptic predictions because fear attracts attention, funding and political influence. Jensen Huang completely rejected the idea that AI could end humanity by 2030, putting the probability at 0%. There will always be extremists on both sides because each side wants to push a certain narrative. One side claims that AI will kill everyone unless governments slow development and impose strict controls while the other side acts like AI has no serious risks and that every safeguard is an attack on innovation. Both narratives can benefit the people promoting them. Doomsday predictions can justify licensing requirements, compute restrictions, and more government control while dismissing every risk can benefit companies that want AI development and infrastructure spending to continue without interference. The reasonable position is somewhere in the middle. We should continue developing AI, test new systems aggressively, and address real dangers without allowing extremists on either side to control the conversation through fear or denial.

The 14th flight of Starship is preparing to launch as soon as Tuesday, September 22, pending regulatory approval. The 75-minute launch window will open at 7:15 a.m. CT. According to @SpaceX “The upcoming flight is planned to be the first to send Starship into orbit around Earth. Flight tests until this point have intentionally flown passively safe suborbital trajectories to maximize public safety while allowing for maximum learning.” “This will also mark the first time we plan to deploy Starlink V3 satellites into the constellation, delivering a payload that will dramatically expand connectivity speeds and reliability around the world.” Starship’s initial orbital mission is expected to fly at an altitude approximately 275 km above Earth and complete approximately six orbits around the planet over the course of a nearly 10-hour flight, with splashdown targeted in the Pacific Ocean to the west of Chile.” “The booster’s primary test objective on Flight 14 will be executing a successful launch, ascent, stage separation, boostback burn, and landing burn at an offshore landing point in the Gulf of America. There have been several modifications to hardware and software to address issues seen on the previous flight.” “After stage separation and flip on Flight 13, the Super Heavy booster was able to use all 33 engines on its boostback burn for the first time. In the terminal phase of the burn, the three center engines showed signs of ice clogging which triggered an early end to the maneuver. The booster went on to attempt a landing burn, with 8 of the 13 planned engines reigniting before the booster made a hard splashdown in the Gulf.” “The Super Heavy on this upcoming flight has hardware modifications to improve filtering to the engines and software changes to enhance relight reliability.” The Starship upper stage’s primary objectives include the first orbital insertion maneuver, the deployment of 26 Starlink V3 satellites, a deorbit burn using a single Raptor engine while in space, and a controlled reentry, descent, and splashdown in the Pacific Ocean.” “Starship will only execute a burn to enter orbit after the flight control team has ensured there is sufficient redundancy on hardware critical to doing the subsequent deorbit burn at the end of the mission. Starship will deliver 26 Starlink V3 satellites to orbit for the first time, which aim to greatly expand the network's capacity and user speeds. Each Starlink V3 satellite will add 1 Tbps of capacity to the constellation, for a total of 26 Tbps of capacity added on this mission alone. That’s ~10x the capacity compared to a single launch of V2 mini Starlink satellites on Falcon 9. After deploying from Starship, the Starlink V3 satellites will unfold their antennas and deploy their solar arrays and make initial contact with the ground and the rest of the Starlink constellation via radio frequency and laser links. The satellites will then begin raising their orbits with their onboard thrusters. “Three of the satellites have been modified with a suite of cameras to scan Starship’s heatshield and transmit imagery down to operators to continue testing methods of analyzing Starship’s heatshield readiness for return to launch site on future missions.” “Several upgrades and experiments related to Starship’s heatshield will also be tested, with some improvements derived directly from data gathered from the Flight 13 Starship as it floated in the Indian Ocean.” “They include additional retention mechanisms added to tiles in areas deemed to be at highest risk of falling off during ascent, addressing recently discovered areas that offer flow paths behind tiles for plasma, and flying multiple areas with a curved tile design that has shown the ability to reduce heating in the gaps between tiles.” “And finally, two tiles recovered from Ship 40 are planned to be reflown on Ship 41, marking the first tile reuse for Starship.” @esherifftv

The battle for AI control is fundamentally about people who make things vs people who consume things. People who make things love AI and are embracing it fully, because they can envision a future where the tools give them massive leverage to build the things they want to build. People who consume things view AI as a threat that will take their ability to generate a steady income that allows them to continue the life that they’ve built for themselves, because they either a) don’t want to put in the effort to build their own thing b) they are too cowardly to build their own thing or c) they don’t think they are capable of doing their own thing. Politicians are weaponizing the second group through the fears around AI potentially wiping off humanity off the face of the planet. The next 2 years are going to be extremely hectic as this dynamic plays out while AI models continue to improve.

The case for *total* Linux victory (desktop, mobile, server, iot, robots, embedded…): 1) Most agent-programmable People will want fully personalized computing experiences. macOS makes it hard to even ship a tiny app to your menubar. 2) Open source training data Blender beats all its competitors because it's optimal in the most important dimension: agents can train on it and use it efficiently. OSS wins. 3) Design being democratized macOS has historically had a 'monopoly' on beautiful OS design. The global design community is now huge, they're motivated, they have tokens. 4) Computing moving to cloud sandboxes More and more of our personal and professional computing experiences will come from agents that orchestrate work in the cloud, using sandboxes. Those sandboxes will be Linux. Bonus: seamless continuum between local & remote 5) Security Every piece of software is now at major risk, Linux included. But Linux has the collective investment of everyone on the planet throwing tokens at it.

The autistic internet people who spent 16+ years screaming “BUY THE MAGIC INTERNET COINS” will end up owning half the planet while every respectable financial expert who laughed at them is doing sponsored LinkedIn posts for a reverse-mortgage startup.

The rise of the robots is gathering pace. We will be covering all the latest news, and updates from the Humanoid community as humanity hurtles in to what we believe will be the next industrial revolution. As part of this, we will be creating a series of fan page websites to help people bring awareness to the robots, their updates, and where they are looking to position or place themselves in society. The obvious starting point is to cover Optimus. The brainchild of @elonmusk and arguably the most recognisable and well known humanoid on the planet. On the site you will find information on Optimus, including build stats, capabilities, functionality demo videos, and a live stream / feed of news regarding any updates, on a Global basis. Further functionality will be added to the web as it evolves, and sites will be designed for all well known and prominent humanoids in due course. Any feedback from the community, or ideas for functions / assets to add to the web would be not only welcome, but encouraged. We hope you like it!

The Terafab does not swallow one terawatt of electricity. People smash the numbers together. Current output of AI compute is roughly 20 gigawatts a year. That is chip output, not the factory power bill. The 1 TW target is hardware you ship in a year. The 10 GW by 2027 is the power you stand up so the line can actually run. 20 GW is the planet now. 1 TW is the target. 10 GW is what you build so it turns on. Own the photons. Then own the watts.