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Bro… let’s be real for a second. Elon is a straight-up nerd, if you didn’t know by now. The good kind. He’s obsessed with building cool things and spends basically every waking hour running multiple generational companies like SpaceX, Tesla, xAI, 𝕏, Neuralink, Boring Company… you really think someone...

63,195 просмотров • 6 месяцев назад •via X (Twitter)

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"I think that xAI is severely underrated" "It just kind of blows my mind that people don’t understand how fast the company is moving." "xAI is gonna shock people with the scale that it gets to quickly." "With xAI, they’ve been building the biggest coherent training clusters in the world, & they’re just not really focused on monetizing them right now." Shaun Maguire (Shaun Maguire), Partner Sequoia Capital Elon Musk (Elon Musk) . . . "I think that xAI is severely underrated and it makes sense—their revenue scale compared to OpenAI, Anthropic, Google is obviously much smaller—but it just kind of blows my mind that people don’t understand how fast the company is moving. Yeah. And you just have to look at the derivatives of progress, and then also just look at the bottlenecks. I believe the bottleneck at least is gonna be power. And even if you have the best model in the world, if you can only deliver it to 1% of the market or 2% of the market demand, you’re heavily limited in your growth rate and expansion opportunities. I just think xAI is gonna—like Elon’s the best in the world at atoms, and I think atoms are gonna be a decisive factor in the AI race. And the way Elon builds companies is different than other people. He builds the way I describe it is: he builds up potential energy, and then he converts that potential energy into kinetic energy. With xAI, they’ve been building the biggest coherent training clusters in the world, and they’re just not really focused on monetizing them right now. And it’s kind of crazy to me that people don’t understand the pattern yet. And it’s not to say that I’m bearish on the other foundation model companies. I just think xAI is gonna shock people with the scale that it gets to quickly. But I’m bullish on all of them. Like, I’m bullish on The Boring Company, I’m bullish on Neuralink. Tesla’s a public company so I have no comment on Tesla. But literally insanely bullish on all of them."

Molly O’Shea

197,995 просмотров • 6 месяцев назад

SpaceX has officially acquired xAI and this is a HUGE deal, probably bigger than most people realize. SpaceX + xAI together are about to build a single, vertically integrated engine that connects AI, rockets, space based internet, and real time information all into one unified system. At the core of this announcement is the fact that AI can’t scale forever on Earth. Think about it. Data centers are already running into hard limits with power, cooling, land, and environmental cost. On top of this, global AI electricity demand is exploding, and doing all of this on the ground just doesn’t scale long term. Therefore Space changes this. In orbit, you can get things like near-constant solar power, you don’t have cooling problems, there’s minimal land/environmental impact, and you can build systems that can run continuously with minimal maintenance. This is why space-based AI is actually very practical and there’s only one company that can do it, which is SpaceX! The scale that SpaceX is aiming for is pretty wild. Elon is talking about 1/ 1 million satellites acting as orbital data centers, and 2/ Launching ~1 million tons of satellites per year Which means 3/ At 100 kW per ton, that’s 100 gigawatts of AI compute every year 4/ And that can scale to 1 terawatt per year. FYI, adding 100 GW of new compute capacity annually in space would be like building out roughly 20-25% of the USA’s total average electricity demand every single year. And scaling to 1 TW/year would exceed the nation’s entire power usage, ALL without burdening Earth’s grids! Bro… this is next level… I repeat, as of today, SpaceX is the ONLY company positioned to do this, especially with Starship - the largest flying vehicle ever. In the future, Elon’s saying the team is going to have Starship launch 200 tons at a time, on an HOURLY basis… WTF?! That’s is absolutely mind boggling. In my opinion, whichever company builds the lowest cost AI compute is going to be the first company that defines the next era of AI, which will all be in space… and my $ is that SpaceX is going to be the first one to do it. Then, when you zoom out even further, this will unlock things most people aren’t even thinking about yet today bc it’s too sci-fi. Like, • Powering lunar bases • In-space propellant transfer • Manufacturing in orbit and on the Moon • Deep-space AI infrastructure using massive solar collectors • Self-growing civilizations on the Moon, Mars, and beyond By tapping into space’s unlimited solar energy, this is how we get to a Kardashev-level civilization! So for SpaceX, the faster Starship progresses, there will be massive new revenue streams and will lead in building out space-based AI infrastructures. For xAI, AI scales without ruining Earth, deeply integrated with everything SpaceX is building, further understanding the universe. For us humans, AI will grow without destroying the planet, and there’s a real path to becoming multi-planetary. I believe SpaceX acquiring xAI is officially the blueprint for where AI, energy, and humanity are headed. Congratulations to everyone, this is such an exciting time to be alive!

Teslaconomics

148,575 просмотров • 6 месяцев назад

Elon Musk on raising capital: “You have to show investors that you’re all in” “Tesla almost died in 2008,” Elon explains. “The recession was particularly difficult for car companies, and in the summer of 2008 we had to raise a big funding round. But because of the collapse in the financial system, that funding round didn’t happen and we had to piece together money to keep the company going from myself and existing investors. We were able to complete a financing round that was just barely enough to keep the company going, and we closed it on the last hour of the last day that it was possible to do so. It was Christmas Eve 2008 at 6pm . . . and we would have run out of money a few days after Christmas.” Elon continues: “So while things are going really well these days, I think it’s always important to remember that when you’re creating a company, there are very dark times and it’s about getting through those dark times. That’s the difference between success and failure.” He offers the following advice to aspiring founders: “A company is a group of people gathered together to create a product or service. That’s really all a company is. So you have to really believe in what you’re creating and know in your heart and mind that this is something that matters and that the world ought to have.” Believing whole-heartedly in what your building is especially important for raising capital, Elon argues: “I think it’s important to show investors that you’re all in. For example with Tesla, the fact that I invested all the money I had and was all in — I literally had to borrow money from friends to pay rent in 2008 — made a huge difference to investors and convinced them to invest in Tesla at the same time that GM and Chrysler were going bankrupt. I think you have to show them that you really care, that you’ve got skin in the game, and that you’ve given it everything you’ve got. Then the other people at the company will follow suit, as will investors. I did that at both SpaceX and Tesla and think that’s really fundamental.” Elon also urges founders to only hire people who are passionate about what you’re building: “When you hire people, what you’re really trying to do is convince people to join you in the endeavor. You should hire people who are also passionate about what you’re doing . . . they need to really care about what they’re doing. Then they will stay during the dark times.” Source: Montana Jobs Summit (Nov 2013)

Startup Archive

22,582 просмотров • 1 месяц назад

Elon Musk on raising capital: “You have to show investors that you’re all in” “Tesla almost died in 2008,” Elon explains. “The recession was particularly difficult for car companies, and in the summer of 2008 we had to raise a big funding round. But because of the collapse in the financial system, that funding round didn’t happen and we had to piece together money to keep the company going from myself and existing investors. We were able to complete a financing round that was just barely enough to keep the company going, and we closed it on the last hour of the last day that it was possible to do so. It was Christmas Eve 2008 at 6pm . . . and we would have run out of money a few days after Christmas.” Elon continues: “So while things are going really well these days, I think it’s always important to remember that when you’re creating a company, there are very dark times and it’s about getting through those dark times. That’s the difference between success and failure.” He offers the following advice to aspiring founders: “A company is a group of people gathered together to create a product or service. That’s really all a company is. So you have to really believe in what you’re creating and know in your heart and mind that this is something that matters and that the world ought to have.” Believing whole-heartedly in what your building is especially important for raising capital, Elon argues: “I think it’s important to show investors that you’re all in. For example with Tesla, the fact that I invested all the money I had and was all in — I literally had to borrow money from friends to pay rent in 2008 — made a huge difference to investors and convinced them to invest in Tesla at the same time that GM and Chrysler were going bankrupt. I think you have to show them that you really care, that you’ve got skin in the game, and that you’ve given it everything you’ve got. Then the other people at the company will follow suit, as will investors. I did that at both SpaceX and Tesla and think that’s really fundamental.” Elon also urges founders to only hire people who are passionate about what you’re building: “When you hire people, what you’re really trying to do is convince people to join you in the endeavor. You should hire people who are also passionate about what you’re doing . . . they need to really care about what they’re doing. Then they will stay during the dark times.”

Startup Archive

65,685 просмотров • 9 месяцев назад

Bro… Elon just sad the economy is going to 10x the next 10 years. Like WTF? When he makes bold predictions like this, I stop what I’m doing for a second and really think about what he’s actually saying. “This is going to sound pretty crazy… I’d say the economy is 10 times its current size in 10 years. Greater than that.” And he also said it’s a “comfortable prediction”…. I gotta let that sink in for a second before my brain blows up. Today the entire global economy - the total value of everything humans produce - is about $110 trillion. If Elon is right, that means in about 10 years it could be over $1.1 quadrillion! Normally the world economy grows around 3% a year, which means after 10 years it’s only about 1.3× bigger. What Elon is talking about would require roughly 26% growth every single year for a decade… That kind of expansion has NEVER happened in human history. So you gotta ask yourself, how could something like that even happen? The answer is… AI and robots will become the workforce. Both software AI and physical AI, like Tesla Optimus. Think about what happens when machines can do both the software work and physical work, and can do it 24/7 without ever stopping. A single robot could eventually produce more output than dozens of people. Then you scale that to millions… then hundreds of millions… then billions of robots. Productivity explodes. Factories run nonstop. Construction runs nonstop. Logistics runs nonstop. Software builds itself faster. This results in the cost of producing things to drop closer and closer to almost nothing. I think this is the core of Elon’s idea of abundance. 1/ Energy becomes extremely cheap with solar and batteries. 2/ Transportation becomes cheap with robotaxis. 3/ Labor becomes cheap with humanoid robots. 4/ Intelligence becomes cheap with AI. And when the cost of producing goods collapses, the entire economy expands massively. This is also probably why Elon has said many times that eventually work will become optional. The closest comparison we have is the Industrial Revolution, when machines massively multiplied human productivity. But what Elon is describing here is basically that… on steroids… compressed into a decade. And if things go right, he believes AI, robotics, and automation could create the biggest explosion of wealth and productivity the human race has EVER seen. Right now is the best time to be alive… I can’t wait to witness this and be a part of this.

Teslaconomics

87,663 просмотров • 5 месяцев назад