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Elon about Terafab: “We’re not going to do just conventional compute, I think there’s some very interesting new physics” Very interesting! NVIDIA style chips are just one way of doing AI compute. Is Elon talking about analog AI? Neuromorphic chips? I hope it’s something very ambitious. I think we’re... show more

Phil Trubey

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ELON: TESLA MAY BUILD THE WORLD’S BIGGEST CHIP FACTORY "I think we may have to do a Tesla TeraFab. It’s like a Giga-factory, but way bigger. I can’t see any other way to reach the volume of chips that we’re looking for. So I think we’re probably going to have to build a gigantic chip fab." Source: Elon Musk, Tesla

ELON: TESLA MAY BUILD THE WORLD’S BIGGEST CHIP FACTORY "I think we may have to do a Tesla TeraFab. It’s like a Giga-factory, but way bigger. I can’t see any other way to reach the volume of chips that we’re looking for. So I think we’re probably going to have to build a gigantic chip fab." Source: Elon Musk, Tesla

Mario Nawfal

162,698 Aufrufe • vor 8 Monaten

ELON MUSK: All the fabs on Earth combined are only 2% of what Terafab needs. “If you add up all the fabs on Earth combined, they’re only about 2% of what we need for the Terafab project. We’re very grateful to Samsung, TSMC and others. We would like them to expand as quickly as they can, and we will buy all of their chips. There’s a maximum rate at which they’re comfortable expanding, but that rate is much less than we would like. So we’re going to build Terafab. The key missing ingredient is a terawatt of compute. That’s why we are building Terafab.”

ELON MUSK: All the fabs on Earth combined are only 2% of what Terafab needs. “If you add up all the fabs on Earth combined, they’re only about 2% of what we need for the Terafab project. We’re very grateful to Samsung, TSMC and others. We would like them to expand as quickly as they can, and we will buy all of their chips. There’s a maximum rate at which they’re comfortable expanding, but that rate is much less than we would like. So we’re going to build Terafab. The key missing ingredient is a terawatt of compute. That’s why we are building Terafab.”

DogeDesigner

196,991 Aufrufe • vor 23 Stunden

Peter Thiel on $NVDA (about a year ago): It is probably quite tricky. If you had to concretize it, one thing that is very strange is if you just follow the money, at this point 80 to 85% of the money in AI is being made by one company, it is NVIDIA. It is all on this very weird hardware layer, which Silicon Valley does not even know very much about anymore. We do not really do hardware, we do not do silicon chips in Silicon Valley anymore. I get pitched on these companies once every three or four years, and it is always, I have no clue how to do this, it sounds like a pretty good idea, but man, I have no clue, and we never invest. There is this theory that the hardware piece makes the money initially, then gets more commodified over time, and it will shift to software. And the, I do not know, multi trillion dollar question is whether that is going to be true again this time, or whether NVIDIA will have this incredible monopoly. I suspect NVIDIA will. I think it will maintain its position for a while. I think the game theory on it is something like this. All the big tech companies are going to start trying to design their own AI chips so they do not have to pay the 10x markup to NVIDIA. How hard is it for them to do it? How long will it take? If they all do it, then the chips become a commodity and nobody makes money in chips. So do you go into hardware? You should do it if nobody else is doing it. If everybody does it, you should not do it. I am not sure how that nets out, but probably people stay stuck for a while and NVIDIA goes from strength to strength for a while.

Peter Thiel on $NVDA (about a year ago): It is probably quite tricky. If you had to concretize it, one thing that is very strange is if you just follow the money, at this point 80 to 85% of the money in AI is being made by one company, it is NVIDIA. It is all on this very weird hardware layer, which Silicon Valley does not even know very much about anymore. We do not really do hardware, we do not do silicon chips in Silicon Valley anymore. I get pitched on these companies once every three or four years, and it is always, I have no clue how to do this, it sounds like a pretty good idea, but man, I have no clue, and we never invest. There is this theory that the hardware piece makes the money initially, then gets more commodified over time, and it will shift to software. And the, I do not know, multi trillion dollar question is whether that is going to be true again this time, or whether NVIDIA will have this incredible monopoly. I suspect NVIDIA will. I think it will maintain its position for a while. I think the game theory on it is something like this. All the big tech companies are going to start trying to design their own AI chips so they do not have to pay the 10x markup to NVIDIA. How hard is it for them to do it? How long will it take? If they all do it, then the chips become a commodity and nobody makes money in chips. So do you go into hardware? You should do it if nobody else is doing it. If everybody does it, you should not do it. I am not sure how that nets out, but probably people stay stuck for a while and NVIDIA goes from strength to strength for a while.

Wall St Engine

824,907 Aufrufe • vor 8 Monaten

🇺🇸 ELON: WE’RE LIVING IN THE MOST INTERESTING TIME IN HUMAN HISTORY Host: "You're solving a lot of problems and creating an exciting future. What gives you hope for today, not just for humanity, but personally?" Elon: "I think the future is going to be very interesting and exciting. Would I want to be at any other point in human history? I think the answer is no. We’re at the most interesting part of human history. And it's getting more interesting with each passing month. If we’re living in the most fascinating time, we should feel very lucky to be alive right now to witness these amazing things happen." Source: Tesla Owners Silicon Valley

🇺🇸 ELON: WE’RE LIVING IN THE MOST INTERESTING TIME IN HUMAN HISTORY Host: "You're solving a lot of problems and creating an exciting future. What gives you hope for today, not just for humanity, but personally?" Elon: "I think the future is going to be very interesting and exciting. Would I want to be at any other point in human history? I think the answer is no. We’re at the most interesting part of human history. And it's getting more interesting with each passing month. If we’re living in the most fascinating time, we should feel very lucky to be alive right now to witness these amazing things happen." Source: Tesla Owners Silicon Valley

Mario Nawfal

46,061 Aufrufe • vor 1 Jahr

ELON: “I DON’T BUY STOCKS, I BUILD THINGS” “I don’t really buy stocks. I’m not like an investor, I don’t look for things to invest in. I just try to build things. And then there happens to be stock of the company that I built. I don’t think about whether I should invest in a company or not. I don’t have a portfolio or anything. I guess AI and robotics are going to be very important. So I suppose it would be AI and robotics, that aren’t related to me. I think Google is going to be pretty valuable in the future. They’ve laid the groundwork for immense value creation from an AI standpoint. And Nvidia is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to be overwhelming.” Source: Nikhil Kamath

ELON: “I DON’T BUY STOCKS, I BUILD THINGS” “I don’t really buy stocks. I’m not like an investor, I don’t look for things to invest in. I just try to build things. And then there happens to be stock of the company that I built. I don’t think about whether I should invest in a company or not. I don’t have a portfolio or anything. I guess AI and robotics are going to be very important. So I suppose it would be AI and robotics, that aren’t related to me. I think Google is going to be pretty valuable in the future. They’ve laid the groundwork for immense value creation from an AI standpoint. And Nvidia is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to be overwhelming.” Source: Nikhil Kamath

Mario Nawfal

324,098 Aufrufe • vor 8 Monaten

NVIDIA CEO Jensen Huang: Elon Musk is in a phenomenal position to lead the future of AI, autonomous vehicles, and humanoid robotics. “Collecting world data is very expensive, and Elon has a great advantage because, number one, his AI factory for his cars is fantastic, has a lot of NVIDIA gear in it, and he has a very large fleet of cars on the road that allows him to collect a lot of data. So I think he has just a phenomenal position, and he's been working on this for a long time, and so he's going to be in a great position to take advantage of it. I know Elon's attitude towards AI, and he's very optimistic about its future, and obviously he's working on some of the most important AI areas. xAI is working on foundation, cognitive intelligence AI. Tesla's working on autonomous vehicles, and Optimus is for humanoid robotics. These three areas of AI are the three most important areas.”

NVIDIA CEO Jensen Huang: Elon Musk is in a phenomenal position to lead the future of AI, autonomous vehicles, and humanoid robotics. “Collecting world data is very expensive, and Elon has a great advantage because, number one, his AI factory for his cars is fantastic, has a lot of NVIDIA gear in it, and he has a very large fleet of cars on the road that allows him to collect a lot of data. So I think he has just a phenomenal position, and he's been working on this for a long time, and so he's going to be in a great position to take advantage of it. I know Elon's attitude towards AI, and he's very optimistic about its future, and obviously he's working on some of the most important AI areas. xAI is working on foundation, cognitive intelligence AI. Tesla's working on autonomous vehicles, and Optimus is for humanoid robotics. These three areas of AI are the three most important areas.”

DogeDesigner

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RFK JR: I was just reading about a dog that had cancer and his owner used AI to develop a personalized treatment that cured the cancer. We’re going to see that across medicine. We’re very excited about it.

RFK JR: I was just reading about a dog that had cancer and his owner used AI to develop a personalized treatment that cured the cancer. We’re going to see that across medicine. We’re very excited about it.

Acyn

2,418,734 Aufrufe • vor 3 Monaten

Elon Musk: In the future, every country will have its own AI clusters. “It's currently very difficult to actually build an AI cluster and have it run. It's not like just pulling a computer out of a box. They are currently very difficult to run. And are you going to be training a frontier model? Because if you're training a frontier model, then you need a massive amount of compute and a level of technical skill that only a few companies possess. But, over time, I think every country will have AI compute clusters. It's just going to be a normal thing.” Future Investment Initiative, October 29, 2024

Elon Musk: In the future, every country will have its own AI clusters. “It's currently very difficult to actually build an AI cluster and have it run. It's not like just pulling a computer out of a box. They are currently very difficult to run. And are you going to be training a frontier model? Because if you're training a frontier model, then you need a massive amount of compute and a level of technical skill that only a few companies possess. But, over time, I think every country will have AI compute clusters. It's just going to be a normal thing.” Future Investment Initiative, October 29, 2024

ELON CLIPS

95,313 Aufrufe • vor 8 Monaten

ELON MUSK: “The way to expand compute is really in space. There’s a lot of room in space. And if you look at the size of Earth relative to the Sun or relative to the Solar System, you realize just how tiny it is. We’re very, very tiny. We only receive about half a billionth of the Sun’s energy. So you can really think of Earth as being like a tiny dust mote in a vast darkness. So the way to expand compute without, you know, using up all the land on Earth is to do so in space. And then you can do it without using space for power and water on Earth; you can just do it in space. So I think we’ll probably be launching our first AI satellites next year, and then we’ll be able to do that, I think, at large scale in about two years.”

ELON MUSK: “The way to expand compute is really in space. There’s a lot of room in space. And if you look at the size of Earth relative to the Sun or relative to the Solar System, you realize just how tiny it is. We’re very, very tiny. We only receive about half a billionth of the Sun’s energy. So you can really think of Earth as being like a tiny dust mote in a vast darkness. So the way to expand compute without, you know, using up all the land on Earth is to do so in space. And then you can do it without using space for power and water on Earth; you can just do it in space. So I think we’ll probably be launching our first AI satellites next year, and then we’ll be able to do that, I think, at large scale in about two years.”

DogeDesigner

65,218 Aufrufe • vor 28 Tagen

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

KanekoaTheGreat

39,709 Aufrufe • vor 1 Monat

I think it’s safe to say that 2025 was a very interesting year. And I think I see it very differently than most. You probably saw a lot of headlines about AI and tech stocks. While that was a big story, I don’t think it was the most important thing. The big story in the investment world was the depreciation of the value of fiat money and how that impacted the price of gold. That’s how 2025 looked through my eyes, at least. I’m curious to hear if you see things the same way.

I think it’s safe to say that 2025 was a very interesting year. And I think I see it very differently than most. You probably saw a lot of headlines about AI and tech stocks. While that was a big story, I don’t think it was the most important thing. The big story in the investment world was the depreciation of the value of fiat money and how that impacted the price of gold. That’s how 2025 looked through my eyes, at least. I’m curious to hear if you see things the same way.

Ray Dalio

150,009 Aufrufe • vor 6 Monaten

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

DogeDesigner

243,739 Aufrufe • vor 14 Tagen

TESLA ISN'T JUST AHEAD IN AI, IT'S AN ORDER OF MAGNITUDE MORE EFFICIENT THAN THE REST OF THE WORLD "I actually think Tesla is ahead of the rest of the world in intelligence density of AI by an order of magnitude or more This is going to sound like a pretty bold statement, but I know what the intelligence efficiency of the big models are like, Grok and a bunch of the other models Tesla’s AI is, in terms of its memory efficiency, I think more than an order of magnitude better. The Tesla AI is very compute-efficient and very memory-efficient One of the metrics one should consider for any given AI model is the intelligence per gigabyte. Especially when you’re constrained on RAM, having an AI that has very high intelligence density per gigabyte for a given number of gigabytes, how much functionality can you get out of it" - Elon Musk

TESLA ISN'T JUST AHEAD IN AI, IT'S AN ORDER OF MAGNITUDE MORE EFFICIENT THAN THE REST OF THE WORLD "I actually think Tesla is ahead of the rest of the world in intelligence density of AI by an order of magnitude or more This is going to sound like a pretty bold statement, but I know what the intelligence efficiency of the big models are like, Grok and a bunch of the other models Tesla’s AI is, in terms of its memory efficiency, I think more than an order of magnitude better. The Tesla AI is very compute-efficient and very memory-efficient One of the metrics one should consider for any given AI model is the intelligence per gigabyte. Especially when you’re constrained on RAM, having an AI that has very high intelligence density per gigabyte for a given number of gigabytes, how much functionality can you get out of it" - Elon Musk

X Freeze

62,736 Aufrufe • vor 6 Monaten

.Shaun Maguire says SpaceX's data center deal with Google may suggest there is something fundamentally different about the company's terrestrial compute. "I think a lot of people were surprised by the Anthropic and Google announcements. And I think a lot of people are getting the wrong takeaway there." "The way a lot of people are interpreting that is it's like, 'oh, we're just in this temporary compute shortage. And so anyone's willing to work with anyone, and they're willing to pay any price for compute.'" "I think that might be a reasonable way to look at the Anthropic announcement. I don't think that makes sense for looking at the Google announcement." "To me, I think an alternative hypothesis is that SpaceX's terrestrial compute is not actually a commodity. There's something that's better about it than other people's terrestrial compute."

.Shaun Maguire says SpaceX's data center deal with Google may suggest there is something fundamentally different about the company's terrestrial compute. "I think a lot of people were surprised by the Anthropic and Google announcements. And I think a lot of people are getting the wrong takeaway there." "The way a lot of people are interpreting that is it's like, 'oh, we're just in this temporary compute shortage. And so anyone's willing to work with anyone, and they're willing to pay any price for compute.'" "I think that might be a reasonable way to look at the Anthropic announcement. I don't think that makes sense for looking at the Google announcement." "To me, I think an alternative hypothesis is that SpaceX's terrestrial compute is not actually a commodity. There's something that's better about it than other people's terrestrial compute."

Jack Kuhr

44,998 Aufrufe • vor 1 Monat

Intel CEO on Terafab and Elon Musk: "Elon Musk is one of the best entrepreneur in this century. He & we share the same view. We both are going to learn a lot together. We are delighted to work on Terafab. He has a very good team that I work with weekly."

Intel CEO on Terafab and Elon Musk: "Elon Musk is one of the best entrepreneur in this century. He & we share the same view. We both are going to learn a lot together. We are delighted to work on Terafab. He has a very good team that I work with weekly."

DogeDesigner

72,645 Aufrufe • vor 1 Tag

ELON: AI CLUSTERS WILL BECOME A NORMAL THING EVERY COUNTRY HAS Compute is becoming a new currency. While building a "frontier model" today is a high-stakes gauntlet that requires a level of technical skill only a few companies possess, he predicts that AI compute clusters are about to become as essential to a nation as a power grid or a military. By 2026, "AI Sovereignty" will be the only thing keeping nations from becoming digital colonies of Silicon Valley or Beijing: “Probably all countries will have their own AI clusters over time. It is currently very difficult to actually build an AI cluster and have it run... because if you are training a frontier model, then you need a massive amount of compute and a level of technical skill that only a few companies possess. But over time, I think every country will have AI compute clusters. It is just going to be a normal thing that every country has.” Source: vitrupo Elon Musk

ELON: AI CLUSTERS WILL BECOME A NORMAL THING EVERY COUNTRY HAS Compute is becoming a new currency. While building a "frontier model" today is a high-stakes gauntlet that requires a level of technical skill only a few companies possess, he predicts that AI compute clusters are about to become as essential to a nation as a power grid or a military. By 2026, "AI Sovereignty" will be the only thing keeping nations from becoming digital colonies of Silicon Valley or Beijing: “Probably all countries will have their own AI clusters over time. It is currently very difficult to actually build an AI cluster and have it run... because if you are training a frontier model, then you need a massive amount of compute and a level of technical skill that only a few companies possess. But over time, I think every country will have AI compute clusters. It is just going to be a normal thing that every country has.” Source: vitrupo Elon Musk

Mario Nawfal

20,502 Aufrufe • vor 7 Monaten

Dojo 2, Dojo 3 Chips and AI5 Chips Are Critical for Tesla and Battle for Future of AI. Tesla and XAI are buying about one million AI GPUs this year. This would be about 20% of the entire Nvidia production of B200/B300 chips that will be made in 2025. If XAI were to buy a mix of half Dojo 2/3 chips in 2025 and 2026 this could make them bigger than AMD. AMD is making about 400,000 AI GPU chips. Tesla will switch to AI5 chips for driving its cars but those chips will also act as inference chips with about 500 Teraflops of compute. Tesla could make 3-4 million AI5 chips in 2026. This would make Tesla the largest maker and user of AI inference chips in the world. Tesla could become the number 2 maker of AI training chips just by supplying a lot of those chips to XAI and Tesla internal use. Tesla is and will be the number one maker and user of AI inference chips. Sawyer Merritt Elon Musk Randy Kirk Herbert Ong Warren Redlich - Chasing Dreams 🇺🇸 Ale𝕏andra Merz 🇺🇲 Ray Emmet Peppers Bradford Ferguson

Dojo 2, Dojo 3 Chips and AI5 Chips Are Critical for Tesla and Battle for Future of AI. Tesla and XAI are buying about one million AI GPUs this year. This would be about 20% of the entire Nvidia production of B200/B300 chips that will be made in 2025. If XAI were to buy a mix of half Dojo 2/3 chips in 2025 and 2026 this could make them bigger than AMD. AMD is making about 400,000 AI GPU chips. Tesla will switch to AI5 chips for driving its cars but those chips will also act as inference chips with about 500 Teraflops of compute. Tesla could make 3-4 million AI5 chips in 2026. This would make Tesla the largest maker and user of AI inference chips in the world. Tesla could become the number 2 maker of AI training chips just by supplying a lot of those chips to XAI and Tesla internal use. Tesla is and will be the number one maker and user of AI inference chips. Sawyer Merritt Elon Musk Randy Kirk Herbert Ong Warren Redlich - Chasing Dreams 🇺🇸 Ale𝕏andra Merz 🇺🇲 Ray Emmet Peppers Bradford Ferguson

nextbigfuture

23,809 Aufrufe • vor 1 Jahr

Trump says he's meeting with the top 12-15 AI executives "very shortly" to discuss giving the public a stake in AI. "If we do that, the public will become very rich. That's the kind of money we're talking about. I think they'll do that and I think it'll make it very popular."

Trump says he's meeting with the top 12-15 AI executives "very shortly" to discuss giving the public a stake in AI. "If we do that, the public will become very rich. That's the kind of money we're talking about. I think they'll do that and I think it'll make it very popular."

TFTC

232,743 Aufrufe • vor 1 Monat

🚨OpenAI CFO speaks on AI boom and data centers “I think we are sooo in the early innings. I think a lot of prognosticators wanna call it “we’re on the sugar rush”… WE ARE NOT! more like the railroads or the build out of electricity. The internet turns out in hindsight a relatively capex light build out. I think we are just getting started! Now.. we have to do a lot to make data centers more efficient.. we need to think about new ways to power them. BUT in terms of AI, it is voracious right now for GPUs and COMPUTE. the biggest thing we face is WE ARE CONSTANTLY UNDER COMPUTE That’s why we launched Stargate. That’s why we are doing the BIGGER builds with ..Microsoft*, with ORACLE, CoreWeave and so on.. And we are just getting started!”

🚨OpenAI CFO speaks on AI boom and data centers “I think we are sooo in the early innings. I think a lot of prognosticators wanna call it “we’re on the sugar rush”… WE ARE NOT! more like the railroads or the build out of electricity. The internet turns out in hindsight a relatively capex light build out. I think we are just getting started! Now.. we have to do a lot to make data centers more efficient.. we need to think about new ways to power them. BUT in terms of AI, it is voracious right now for GPUs and COMPUTE. the biggest thing we face is WE ARE CONSTANTLY UNDER COMPUTE That’s why we launched Stargate. That’s why we are doing the BIGGER builds with ..Microsoft*, with ORACLE, CoreWeave and so on.. And we are just getting started!”

NIK

102,475 Aufrufe • vor 11 Monaten