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There are moments when a legacy company doesn’t just sound cautious. It sounds late. That was the vibe coming out of Berkshire Hathaway’s annual meeting when Ajit Jain, Berkshire’s legendary insurance executive, was asked about AI in insurance. His basic answer? AI may help with repetitive work, but when it comes to things like pricing policies or settling claims, he’s skeptical. That kind of judgment, in his view, is still years away. [1] That would be a reasonable answer in

When Elon Musk unveiled the Terafab project on March 21, 2026, most of the headlines focused on the logic side. The 2nm process node, the AI5 chip, the orbital D3 processor, the wafer start ambitions. What got buried in the press coverage was that Terafab's stated scope is not just logic. It's also memory, which makes this a story Micron (NASDAQ: MU) holders should be sitting with, particularly after Intel joined the project on April 7. What is the Terafab project? Terafab is

On April 7, 2026, Intel announced it is joining the Terafab project , the chip manufacturing venture jointly owned by Tesla, SpaceX, and xAI. Intel said it will contribute its design, fabrication, and packaging capabilities to help Terafab hit its stated goal of producing one terawatt per year of AI compute. Intel hosted Elon Musk at its facilities over the weekend before the announcement, and Intel shares rose roughly 2% on the news. If you've been following the Rebellionai

Rebellionaire sits down with Paul Gu — Upstart co-founder, AI architect, and incoming CEO — to talk model upgrades, product expansion, insider buying, and why the best is still ahead. The Man Behind the Models Paul Gu doesn't do things for optics. That's one of the first things you pick up when you talk to him. He co-founded Upstart in 2012 alongside Dave Girouard, and for the past 14 years he's been the person most responsible for the AI and machine learning that makes the w

SpaceX’s reported acquisition of xAI isn’t about rockets or chatbots. It’s about infrastructure control—and that’s why investors care. Public reporting indicates SpaceX acquired xAI in a transaction valuing SpaceX around $1 trillion and xAI around $250 billion, creating a combined entity worth roughly $1.25 trillion. (Reuters) The strategic bet is simple: the next AI advantage won’t come from better models alone, but from owning launch capacity, satellites, connectivity, comp

If you’ve been hanging around Rebellionaire for a while, you know Henry’s Upstart Trustpilot Index (UTPI) has turned into one of our favorite “weird but useful” data sets. It’s not GAAP. It’s not official guidance. It’s people leaving reviews on the internet—and yet, quarter after quarter, it has mapped surprisingly well to what Upstart actually reports. Henry just dropped the latest UTPI + UpstartIQ update (you’ll find the full PDF embedded at the bottom of this post), and t

Bradford’s watched this exact scenario unfold so many times it’s basically a running joke. One of your investments finally takes off, you feel like you cracked some secret code, and for a moment you’re untouchable. The thesis worked. You were early. You did see something others missed. And right on cue, the little investor itch creeps in: “So what’s the next big one?” If you’re holding Lemonade today, that itch has probably hit you at least once. The stock wakes up, puts in

Lemonade just gave us one of those rare peeks behind the curtain—where you stop arguing about “potential” and start looking at what the machine is actually doing today . A small event in Tel Aviv, a recap on X from Paper Bag Investor, and suddenly we’ve got hard numbers on how much of Lemonade is now being run by AI instead of humans. This is the kind of signal Rebellionaire‑style investors care about—but it’s commentary, not a recommendation. What Actually Happened in Tel Av

So here’s the thing nobody’s really saying out loud: the biggest story in tech this week isn’t a new model release, a flashy demo, or the latest chip benchmark. It’s the administration moving to centralize AI regulation at the federal level , overruling the states. That’s not a footnote — that’s the entire playing field getting redrawn mid-game. Reuters and Politico both confirmed that Trump’s team is preparing an executive order to block state-level AI laws and replace them

A Different Kind of Shareholder Meeting If you’ve ever been to a Tesla event, you know it’s not your typical corporate affair. The 2025 Annual Shareholder Meeting at Giga Texas felt more like a tech festival than a financial update — part product showcase, part manifesto. Elon Musk framed the day around a single idea: “Sustainable Abundance.” Not just cars or robots or AI, but an entire ecosystem built to multiply human capability while cutting waste, labor, and inefficiency.

When drone operator Joe Tegtmeyer said, “The ChatGPT moment for FSD is when the car says, ‘Yeah, you can sleep,’” it distilled Tesla’s pursuit of autonomy into a single, visceral image. Because that moment — when a driver stops supervising — marks more than technical success. It’s when human trust meets artificial intelligence. What Is the “ChatGPT Moment” for Tesla FSD? The phrase describes the point where Full Self-Driving (FSD) transitions from being impressive to indis

A Surprising Signal from the Atlanta Fed The Atlanta Federal Reserve’s GDPNow model —a real-time tracker that updates automatically as new data hits—just raised eyebrows. On November 3, it boosted its estimate for Q3 2025 U.S. GDP growth to 4.0 percent , up from 3.9 percent the week before [2]. That may not sound dramatic, but it’s a full percentage point higher than the Blue Chip consensus forecast of roughly 2.5 percent . In other words, the Fed’s real-time model sees an ec

What’s Driving the Buzz Around Bloom Energy? If you’ve been watching the AI arms race, you’ve probably noticed something strange: everyone’s talking about compute, but almost no one’s talking about power . Bloom Energy is changing that conversation. Their solid-oxide fuel cells aren’t just “green boxes.” They’re on-site mini-power plants that can be installed fast, run clean, and—crucially—avoid the grid bottlenecks slowing new data centers. In our latest video, Matt and Brad

This blog post is a response to the linked substack from Andrew Trask. I went back and re-read Trask’s essay and I keep coming back to one section that keeps me scratching my head – what if we managed to avoid retraining everything from scratch and instead focused on a smaller, rock-solid reasoning core with a toolset that can handle changes in facts? That right there could wipe out the bulk of the pretraining spend and change the whole conversation around the so-called "GPU

What happened—and why it matters for AI infrastructure? Brookfield and Bloom Energy announced a $5 billion strategic partnership making Bloom the preferred onsite power provider for Brookfield’s global “AI factories.” Brookfield says this is the first investment under its dedicated AI infrastructure strategy, with a first European site to be named before year-end (Business Wire, 2025). In plain English: a top-tier infra investor just picked fuel cells as a core tool to pow

“Do robots need the British-accent voice pack? Maybe not. Give us Bradford at 2x and let’s get to work.” What did Figure AI actually show...

Tesla’s “Las Megas” event in Las Vegas wasn’t just a flashy product showcase. It was a warning shot to legacy power players and a promise...

Tesla Megablock Las Vegas has seen its share of flashy shows, but last night Tesla Energy rolled out something different. Forget neon...

TL;DR: Upstart’s Trustpilot Index (UTPI) rolled over hard in early August. Hitting the Q3 review target now requires a late-quarter...

Short version: most corporate AI pilots flop. A tiny minority are compounding value every week. Your job is to join the tiny minority—by...