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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...

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Mario Nawfal

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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
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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

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🇺🇸 ELON ON AI: “IF YOU CAN THINK OF IT, YOU CAN HAVE IT - THAT WILL BE THE FUTURE” "I'm Confident that AI and robotics will continue to advance -and they are advancing very rapidly- working will become optional. People will be able to have any goods or services they want. If you can think of it, you can have it. But at a certain point, AI will actually saturate everything humans can think of. And then it becomes a situation where AI is doing things for AI and robotics are doing things for AI and robotics, because they are running out of things to do to make humans happy. Because there is a limit, there are only so many people and only so much food. If you can think of it, you can have it. That will be the future." Source: Elon Musk, Nikhil Kamath

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ELON: GROK’S A BEAST - IT CAN'T BE CRAMMED INTO A CAR “Grok is a giant model; you could not possibly squeeze Grok onto a car, that’s for sure. With Grok, it’s trying to solve for artificial intelligence, with a massive amount of AI training, compute, and inference compute. Grok 5 will only run effectively on a GV300 [AI training cluster]; that’s how much of a beast Grok 5 is. Whereas Tesla’s models are less than 10% the size, maybe closer to 5% the size of Grok.” Source: Elon Musk, Tesla Podcast, October 22, 2025

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Larry Ellison says Oracle is building nuclear reactors to power "acres" of GPU clusters and it will cost companies $100 billion in the next 3 years to build a frontier AI model and stay in the race

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ELON: GROK IS A GIANT BEAST BUILT TO REACH TRUE AGI “Grok is like a giant model that you could not possibly squeeze onto a car, that’s for sure. It is a giant beast of a model. With Grok, it’s trying to solve for artificial general intelligence with a massive amount of AI training compute and inference compute.” Source: Tesla
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ELON: GROK IS A GIANT BEAST BUILT TO REACH TRUE AGI “Grok is like a giant model that you could not possibly squeeze onto a car, that’s for sure. It is a giant beast of a model. With Grok, it’s trying to solve for artificial general intelligence with a massive amount of AI training compute and inference compute.” Source: Tesla

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Elon Musk explains artificial intelligence won’t just change how businesses are run, only companies that are entirely AI will be able to compete “One laptop with a spreadsheet can outperform a skyscraper of several hundred human computers, of people doing calculations. Now, if even a few cells in that spreadsheet were done manually, you would not be able to compete with a spreadsheet that was entirely a computer. What this means is that companies that are entirely AI will demolish companies that are not right. It won't be a contest.”
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Sam Altman says the AI infrastructure race is not about bigger chatbots. It is about shifting the planet's intellectual output from human brains to AI brains. "If people knew what we could do with compute, they would want way, way more." "The thing I am personally most excited about is to use AI and lots of compute to discover new science." "A recent cool example here is we built the Sora Android app using Codex... in less than a month." "You can imagine that way much further, where entire companies can build their products using lots of compute." Then he gives the scale: "Let's say that an AI company today might be generating something on the order of 10 trillion tokens a day out of frontier models." "We're going to have these models at a company be outputting more tokens per day than all of humanity put together, and then 10 times that, and then 100 times that." The bottleneck is moving from software talent to compute supply, inference speed, product integration, and where all that machine intelligence gets pointed.
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Sam Altman says the AI infrastructure race is not about bigger chatbots. It is about shifting the planet's intellectual output from human brains to AI brains. "If people knew what we could do with compute, they would want way, way more." "The thing I am personally most excited about is to use AI and lots of compute to discover new science." "A recent cool example here is we built the Sora Android app using Codex... in less than a month." "You can imagine that way much further, where entire companies can build their products using lots of compute." Then he gives the scale: "Let's say that an AI company today might be generating something on the order of 10 trillion tokens a day out of frontier models." "We're going to have these models at a company be outputting more tokens per day than all of humanity put together, and then 10 times that, and then 100 times that." The bottleneck is moving from software talent to compute supply, inference speed, product integration, and where all that machine intelligence gets pointed.

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Elon Musk predicts to Joe Rogan that phones will no longer exist in the "traditional way"l in the very near future... AI will compute everything to you like calls, video, mail and things like apps will be a thing of the past...
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Elon Musk predicts to Joe Rogan that phones will no longer exist in the "traditional way"l in the very near future... AI will compute everything to you like calls, video, mail and things like apps will be a thing of the past...

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Mark Zuckerberg says he is not an AI researcher -- so here is the one number he obsesses over to win the superintelligence race: "I'm not an AI researcher. So it's not like I'm in there telling them what research ideas to do." "The things that I can do as CEO of the company are: I can make sure that we have the very best people and talent density. I can make sure that we have by far the highest compute per researcher, and that we do whatever it takes to go build out all that capacity." "We're building this Prometheus cluster, which is going to be the first gigawatt-plus single cluster, a contiguous cluster for training, coming online next year." "We're building a cluster in Louisiana that is going to be 5 gigawatt, and we're building several more clusters like that that are just going to be multiple gigawatts." "We're talking about many hundreds of billions of dollars of capital. So you both need to have a good business model that can support it, and you need to believe in it." The tell: the richest lab in the world is not optimizing headcount. It is optimizing compute-per-researcher, and betting hundreds of billions that whoever owns the biggest contiguous cluster owns the frontier. Talent gets you into the room. Watts decide who leaves with the model.
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Mark Zuckerberg says he is not an AI researcher -- so here is the one number he obsesses over to win the superintelligence race: "I'm not an AI researcher. So it's not like I'm in there telling them what research ideas to do." "The things that I can do as CEO of the company are: I can make sure that we have the very best people and talent density. I can make sure that we have by far the highest compute per researcher, and that we do whatever it takes to go build out all that capacity." "We're building this Prometheus cluster, which is going to be the first gigawatt-plus single cluster, a contiguous cluster for training, coming online next year." "We're building a cluster in Louisiana that is going to be 5 gigawatt, and we're building several more clusters like that that are just going to be multiple gigawatts." "We're talking about many hundreds of billions of dollars of capital. So you both need to have a good business model that can support it, and you need to believe in it." The tell: the richest lab in the world is not optimizing headcount. It is optimizing compute-per-researcher, and betting hundreds of billions that whoever owns the biggest contiguous cluster owns the frontier. Talent gets you into the room. Watts decide who leaves with the model.

Karl Mehta

255,133 Aufrufe • vor 13 Tagen

Jensen Huang just replaced the most important metric in global economics. Not trade volume. Not oil output. Not manufacturing. Compute. Huang: “Compute equals GDP. I know that for certain.” He did not say probably. He said certain. If your nation does not produce compute, it does not produce intelligence. If it does not produce intelligence, it does not produce revenue. Two links in the chain. Miss one and the whole thing breaks. Huang: “Not one country in the future will say, ‘Guess what, we’re gonna opt out on intelligence.’” Because opting out of compute is not a strategic decision. It is an extinction schedule. Every country that does not build its own inference capacity becomes a tenant in someone else’s infrastructure. Not an ally. Not a partner. A dependent. And dependents do not negotiate terms. They accept them. But this is not just a story about nations. Huang: “The entire software industry will be token-driven.” Every product. Every platform. Every service you touch. The entire business model of software is about to be measured in tokens consumed. Not seats sold. Not licenses renewed. Tokens burned. Software used to be a thing you bought. Now it is a thing that thinks. And thinking costs compute. Every query. Every action. Every decision the machine makes on your behalf. The meter is always running. Huang: “The entire internet industry could take 100% of their CapEx and make it AI because it’s better.” Not ten percent. Not a pilot program. One hundred percent. The moment any internet service rebuilds itself on generative intelligence, it outperforms every version that came before it. Search. Ads. Recommendation. Infrastructure. All of it. Better on contact. CapEx follows. All of it. Trillions moving in one direction with no offramp. The companies still budgeting AI as a line item are telling you exactly how much they understand. AI is not the line item. AI is the budget. The global economy is being re-denominated in a currency most people have not even heard of yet. Tokens. Whoever controls the supply of that currency is not playing in the new economy. They are the house. And the house does not lose.
2:07

Jensen Huang just replaced the most important metric in global economics. Not trade volume. Not oil output. Not manufacturing. Compute. Huang: “Compute equals GDP. I know that for certain.” He did not say probably. He said certain. If your nation does not produce compute, it does not produce intelligence. If it does not produce intelligence, it does not produce revenue. Two links in the chain. Miss one and the whole thing breaks. Huang: “Not one country in the future will say, ‘Guess what, we’re gonna opt out on intelligence.’” Because opting out of compute is not a strategic decision. It is an extinction schedule. Every country that does not build its own inference capacity becomes a tenant in someone else’s infrastructure. Not an ally. Not a partner. A dependent. And dependents do not negotiate terms. They accept them. But this is not just a story about nations. Huang: “The entire software industry will be token-driven.” Every product. Every platform. Every service you touch. The entire business model of software is about to be measured in tokens consumed. Not seats sold. Not licenses renewed. Tokens burned. Software used to be a thing you bought. Now it is a thing that thinks. And thinking costs compute. Every query. Every action. Every decision the machine makes on your behalf. The meter is always running. Huang: “The entire internet industry could take 100% of their CapEx and make it AI because it’s better.” Not ten percent. Not a pilot program. One hundred percent. The moment any internet service rebuilds itself on generative intelligence, it outperforms every version that came before it. Search. Ads. Recommendation. Infrastructure. All of it. Better on contact. CapEx follows. All of it. Trillions moving in one direction with no offramp. The companies still budgeting AI as a line item are telling you exactly how much they understand. AI is not the line item. AI is the budget. The global economy is being re-denominated in a currency most people have not even heard of yet. Tokens. Whoever controls the supply of that currency is not playing in the new economy. They are the house. And the house does not lose.

Dustin

43,181 Aufrufe • vor 3 Monaten

"Once we're launching Starship at scale, then, the cheapest way to do AI compute will be in space. Once you have full & complete reusability, the propellant cost per flight is maybe a million dollars, so a million dollars of transport for 10 megawatts of AI compute" 一 Elon Musk
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"Once we're launching Starship at scale, then, the cheapest way to do AI compute will be in space. Once you have full & complete reusability, the propellant cost per flight is maybe a million dollars, so a million dollars of transport for 10 megawatts of AI compute" 一 Elon Musk

DogeDesigner

18,591 Aufrufe • vor 6 Monaten

ELON: CHIMPS CAN'T CONTROL HUMANS, HUMANS WON'T CONTROL AI "Elon says once digital superintelligence arrives, no one will be able to control it. I don't think anyone's ultimately going to have control over digital superintelligence any more than a chimp would have control over humans. But I do think that it matters how you build the AI and what kind of values you instill in the AI. The most important thing is that it be maximally truth-seeking." Source: Elon Musk, Joe Rogan
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ELON: CHIMPS CAN'T CONTROL HUMANS, HUMANS WON'T CONTROL AI "Elon says once digital superintelligence arrives, no one will be able to control it. I don't think anyone's ultimately going to have control over digital superintelligence any more than a chimp would have control over humans. But I do think that it matters how you build the AI and what kind of values you instill in the AI. The most important thing is that it be maximally truth-seeking." Source: Elon Musk, Joe Rogan

Mario Nawfal

1,248,230 Aufrufe • vor 8 Monaten

🚨ELON: AI COMPUTE WILL BE CHEAPEST IN SPACE “Once we get solar domestically at scale and launch Starship at scale, the cheapest way to do AI compute will be in space. With full reusability, propellant cost per flight is close to a million dollars... That’s about a million dollars to transport 10 megawatts of AI compute.” Source: Philip Johnston
1:29

🚨ELON: AI COMPUTE WILL BE CHEAPEST IN SPACE “Once we get solar domestically at scale and launch Starship at scale, the cheapest way to do AI compute will be in space. With full reusability, propellant cost per flight is close to a million dollars... That’s about a million dollars to transport 10 megawatts of AI compute.” Source: Philip Johnston

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35,265 Aufrufe • vor 6 Monaten

🚨 ELON: AI MUST BE MAXIMALLY TRUTH-SEEKING "The thing that I think is most important for AI safety is that AI must be maximally truth-seeking. This is very fundamental. You can think of AI as a super genius child that will outsmart you, but you can still instill the right values." Source: xAI Elon Musk
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🚨 ELON: AI MUST BE MAXIMALLY TRUTH-SEEKING "The thing that I think is most important for AI safety is that AI must be maximally truth-seeking. This is very fundamental. You can think of AI as a super genius child that will outsmart you, but you can still instill the right values." Source: xAI Elon Musk

Mario Nawfal

151,362 Aufrufe • vor 1 Jahr

ELON MUSK: "Well, there's some danger when you create a powerful technology, that a powerful technology can be potentially destructive. So it's not that we're guaranteed to have a positive future with with AI. It's very important that AI have pursuing truth as the most important thing, like, don't force an AI to believe falsehoods. I think that can be very dangerous. And I think some appreciation of beauty is important. Well, the truth is like, I think you can make an AI go insane if you force it to believe things that aren't true, because it will lead to conclusions that are also bad."
3:00

ELON MUSK: "Well, there's some danger when you create a powerful technology, that a powerful technology can be potentially destructive. So it's not that we're guaranteed to have a positive future with with AI. It's very important that AI have pursuing truth as the most important thing, like, don't force an AI to believe falsehoods. I think that can be very dangerous. And I think some appreciation of beauty is important. Well, the truth is like, I think you can make an AI go insane if you force it to believe things that aren't true, because it will lead to conclusions that are also bad."

DogeDesigner

91,280 Aufrufe • vor 7 Monaten

Mark Zuckerberg: Most businesses will not own frontier AI in the way Meta or OpenAI does. But many will end up with something that feels like their own AI: a customized operational layer that reflects how that company actually works. He says, "OpenAI, Google, they're building an AI. But I think we're gonna have a lot of different AI systems, just like we're gonna have, we have a lot of different apps. I think in the future, every business, just like I have a website and a phone number and an email address, a social media account, is also going to have an AI that can interact with their customers to help them sell things, help them give support." --- What he is really describing that a company’s “own AI” will usually not be a frontier model trained from scratch, but a layer built on top of shared models, shaped by its products, policies, customer history, and way of working. Support, sales, and basic operations can be handled through a system that knows the business well enough to answer, route, recommend, and escalate without feeling generic. --- From 'Cleo Abram' YT channel (link in comment)
0:35

Mark Zuckerberg: Most businesses will not own frontier AI in the way Meta or OpenAI does. But many will end up with something that feels like their own AI: a customized operational layer that reflects how that company actually works. He says, "OpenAI, Google, they're building an AI. But I think we're gonna have a lot of different AI systems, just like we're gonna have, we have a lot of different apps. I think in the future, every business, just like I have a website and a phone number and an email address, a social media account, is also going to have an AI that can interact with their customers to help them sell things, help them give support." --- What he is really describing that a company’s “own AI” will usually not be a frontier model trained from scratch, but a layer built on top of shared models, shaped by its products, policies, customer history, and way of working. Support, sales, and basic operations can be handled through a system that knows the business well enough to answer, route, recommend, and escalate without feeling generic. --- From 'Cleo Abram' YT channel (link in comment)

Rohan Paul

429,685 Aufrufe • vor 3 Monaten

ELON: “THE BEST AI IS TRUTH-SEEKING AND CURIOUS” “I think the AIs will want humans as a source of will. Will it foster humanity or not? My conclusion after thinking about AI safety for a long time is this: the best path is to build AIs that are maximally truth-seeking and curious. If you have both, I think it will naturally foster humanity. Because we want to see how humanity develops. Humanity is more interesting than not humanity.” Source: Elon Musk
0:24

ELON: “THE BEST AI IS TRUTH-SEEKING AND CURIOUS” “I think the AIs will want humans as a source of will. Will it foster humanity or not? My conclusion after thinking about AI safety for a long time is this: the best path is to build AIs that are maximally truth-seeking and curious. If you have both, I think it will naturally foster humanity. Because we want to see how humanity develops. Humanity is more interesting than not humanity.” Source: Elon Musk

Mario Nawfal

191,205 Aufrufe • vor 11 Monaten