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Elon Musk is attempting something extraordinary. Not just building another company. He is building the largest AI training cluster in the world. A million GPUs wired together. A brute-force attempt to scale intelligence itself. The capital required to do this is staggering. Forty to sixty billion dollars for one... show more

Nina Schick

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517,586 views • 9 months ago •via X (Twitter)

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Elon Musk is building a training cluster/ supercomputer so vast it’s visible from space. Colossus, in Memphis, Tennessee, is more than an AI experiment. It’s a statement of intent. A million GPUs wired together by the end of this year. A $40 to $60 billion physical bet that brute-force scale will birth the world’s most intelligent AI. This isn’t theory. It’s infrastructure. It’s industrial. And it shows us what the future looks like, not just in capability, but in the sheer energy, capital, and ambition now required to compete at the frontier. Colossus is the embodiment of a new era: Intelligence as utility.

Elon Musk is building a training cluster/ supercomputer so vast it’s visible from space. Colossus, in Memphis, Tennessee, is more than an AI experiment. It’s a statement of intent. A million GPUs wired together by the end of this year. A $40 to $60 billion physical bet that brute-force scale will birth the world’s most intelligent AI. This isn’t theory. It’s infrastructure. It’s industrial. And it shows us what the future looks like, not just in capability, but in the sheer energy, capital, and ambition now required to compete at the frontier. Colossus is the embodiment of a new era: Intelligence as utility.

Nina Schick

36,923 views • 1 month ago

Finally. After 18 months of patience, FSD is officially approved and live in the Netherlands. I’ve been driving with it for 2 days now. And the experience is on another level. It feels like the future unfolding in real time. The precision. The intelligence. The confidence of the system. This is not incremental progress. This is a clear step forward in how mobility works. Huge thanks to Elon Musk and the entire AI team at Tesla. From a professional perspective, this shows what is possible when software, data, and real-world deployment come together at scale. The question is no longer if this will take over. The question is how fast it will expand. This is a turning point. Elon Musk

Finally. After 18 months of patience, FSD is officially approved and live in the Netherlands. I’ve been driving with it for 2 days now. And the experience is on another level. It feels like the future unfolding in real time. The precision. The intelligence. The confidence of the system. This is not incremental progress. This is a clear step forward in how mobility works. Huge thanks to Elon Musk and the entire AI team at Tesla. From a professional perspective, this shows what is possible when software, data, and real-world deployment come together at scale. The question is no longer if this will take over. The question is how fast it will expand. This is a turning point. Elon Musk

NL F$D Inside

25,130,781 views • 4 months ago

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.

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

255,587 views • 1 month ago

One reason I stay a bit quite about AI these few months. I can’t find my voice to say this right. I’ll try. — What has my AI found just in the millions of never saved TV from the 1980s-1990s? The simple commercial, I have the largest collection known in the world is a reflection of hyper nuanced humanity. Frail and over optimistic as it is, it shows the sprit of humanity in ways that self-hating 2010 Internet sewage training AI can not. It is interesting to have dark humor, when you know the soul of the person with the humor. It is not interesting to have dark humor from an AI that was not trained on the human spirit. The human sprit is not math, coding and science. This is the OUTCOME of a human sprit. We are training AI backwards and we just can’t see it yet, but we will. I am doing may best as “some posted on X” who has no currency in the “big boy” AI world to save the human sprit. We will need it one day and most of this training material is being erased, trillions of bytes daily. This is the secret to truthful AI. This is the secret to AI that LOVES humanity. We don’t get this right soon, there will be little chance. The data is… Almost gone.

One reason I stay a bit quite about AI these few months. I can’t find my voice to say this right. I’ll try. — What has my AI found just in the millions of never saved TV from the 1980s-1990s? The simple commercial, I have the largest collection known in the world is a reflection of hyper nuanced humanity. Frail and over optimistic as it is, it shows the sprit of humanity in ways that self-hating 2010 Internet sewage training AI can not. It is interesting to have dark humor, when you know the soul of the person with the humor. It is not interesting to have dark humor from an AI that was not trained on the human spirit. The human sprit is not math, coding and science. This is the OUTCOME of a human sprit. We are training AI backwards and we just can’t see it yet, but we will. I am doing may best as “some posted on X” who has no currency in the “big boy” AI world to save the human sprit. We will need it one day and most of this training material is being erased, trillions of bytes daily. This is the secret to truthful AI. This is the secret to AI that LOVES humanity. We don’t get this right soon, there will be little chance. The data is… Almost gone.

Brian Roemmele

123,518 views • 1 year ago

Elon Musk just revealed the largest transfer of power in human history. He buried it inside a metaphor about a spreadsheet. Musk: “One laptop with a spreadsheet can outperform a skyscraper of several hundred human computers.” One person. One screen. One room. Against an entire building of institutional effort. The building lost. The margin was not close. The margin was extinction. Now stretch that compression ratio across artificial intelligence. Musk: “What this means is that companies that are entirely AI will demolish companies that are not.” He was talking about companies competing against companies. But he missed the deeper implication of his own metaphor. If one laptop replaced a skyscraper of mathematicians, one person commanding AI does not need the company at all. The media heard this and wrote the predictable headline. Corporations will weaponize AI to eliminate the working class. They read the equation completely backwards. This is not a story about the corporation replacing you. This is a story about you replacing the corporation. For a century, building an empire required an empire. Venture capital. Legal departments. Thousands of employees. Bureaucracy folded inside bureaucracy. The friction itself was the fortress. No individual on earth could breach it. AI dissolved the fortress. One laptop out-calculated a skyscraper of mathematicians. One mind armed with AI will out-produce a Fortune 500. The billion-dollar company used to require a billion dollars of infrastructure to exist. Now it requires a vision and a machine that does not tire. The establishment can feel the floor shifting. When friction drops to zero, scale becomes a death sentence. The massive organization does not pivot. It committees. It deliberates. It drowns in its own weight while a single operator moves at the speed of instinct. The spreadsheet did not make the mathematicians more efficient. It made them unnecessary. AI will not make the corporation more productive. It will make the corporation optional. This is a transfer of power from institution to individual. The largest one in history. You were a cell in someone else’s spreadsheet. The spreadsheet just became yours.

Elon Musk just revealed the largest transfer of power in human history. He buried it inside a metaphor about a spreadsheet. Musk: “One laptop with a spreadsheet can outperform a skyscraper of several hundred human computers.” One person. One screen. One room. Against an entire building of institutional effort. The building lost. The margin was not close. The margin was extinction. Now stretch that compression ratio across artificial intelligence. Musk: “What this means is that companies that are entirely AI will demolish companies that are not.” He was talking about companies competing against companies. But he missed the deeper implication of his own metaphor. If one laptop replaced a skyscraper of mathematicians, one person commanding AI does not need the company at all. The media heard this and wrote the predictable headline. Corporations will weaponize AI to eliminate the working class. They read the equation completely backwards. This is not a story about the corporation replacing you. This is a story about you replacing the corporation. For a century, building an empire required an empire. Venture capital. Legal departments. Thousands of employees. Bureaucracy folded inside bureaucracy. The friction itself was the fortress. No individual on earth could breach it. AI dissolved the fortress. One laptop out-calculated a skyscraper of mathematicians. One mind armed with AI will out-produce a Fortune 500. The billion-dollar company used to require a billion dollars of infrastructure to exist. Now it requires a vision and a machine that does not tire. The establishment can feel the floor shifting. When friction drops to zero, scale becomes a death sentence. The massive organization does not pivot. It committees. It deliberates. It drowns in its own weight while a single operator moves at the speed of instinct. The spreadsheet did not make the mathematicians more efficient. It made them unnecessary. AI will not make the corporation more productive. It will make the corporation optional. This is a transfer of power from institution to individual. The largest one in history. You were a cell in someone else’s spreadsheet. The spreadsheet just became yours.

Dustin

25,065 views • 3 months ago

Bitcoin is not just something to hold. It is becoming one of the cleanest collateral assets in the world. Core is building the products for that future.

Bitcoin is not just something to hold. It is becoming one of the cleanest collateral assets in the world. Core is building the products for that future.

Core DAO 🔶

35,843 views • 3 months ago

🚨WORLD ONLY HAS 2% OF WHAT $SPCX NEEDS Samsung, TSMC, Micron, all added up... NOT ENOUGH. Almost every advanced AI chip is made in Taiwan. One Chinese invasion and say bye bye to them This is a last warning for us And the reason cuts deeper than most realize Musk said it plainly: this is now national security. So he's building the answer. Terafab. 100 million square feet, 50x the Pentagon. He calls it "the most valuable building on Earth." A factory meant to make in ONE year what the whole planet makes in fifty. Connect it to the funny part now :) Remember how Claudflare said AI traffic will hit 1000x more human levels within 5 years? Do you really think Taiwan can back up that demand all alone? 1. Exploding demand 2. Single point of failure in Taiwan 3. ONE company building the next AI chip leader This is the most important building USA will build this decade. Elon Musk is building it BEFORE anyone can even start to think they need it. You really wanna follow me atp...

🚨WORLD ONLY HAS 2% OF WHAT $SPCX NEEDS Samsung, TSMC, Micron, all added up... NOT ENOUGH. Almost every advanced AI chip is made in Taiwan. One Chinese invasion and say bye bye to them This is a last warning for us And the reason cuts deeper than most realize Musk said it plainly: this is now national security. So he's building the answer. Terafab. 100 million square feet, 50x the Pentagon. He calls it "the most valuable building on Earth." A factory meant to make in ONE year what the whole planet makes in fifty. Connect it to the funny part now :) Remember how Claudflare said AI traffic will hit 1000x more human levels within 5 years? Do you really think Taiwan can back up that demand all alone? 1. Exploding demand 2. Single point of failure in Taiwan 3. ONE company building the next AI chip leader This is the most important building USA will build this decade. Elon Musk is building it BEFORE anyone can even start to think they need it. You really wanna follow me atp...

Frogify

21,473 views • 8 days ago

Lex Fridman asked Elon Musk what the meaning of life is. His answer was not what anyone expected. We do not know, he said. And that is exactly why we need to expand consciousness. Not to find the answer. To ask better questions. He believes the universe is full of things we cannot even formulate yet. We are like children trying to understand calculus. The problem is not that calculus is too hard. The problem is that we have not developed enough to know it exists. Consciousness, to him, is a tool for exploring the universe. The more of it we have, the better our questions become. The better our questions become, the closer we get to understanding what any of this means. This is why he builds rockets and brain interfaces and AI. Not because he has the answers. Because he thinks the only way to get them is to expand what we are capable of thinking. Most people spend their lives looking for meaning. Elon is building the tools to look for it at a scale we cannot yet imagine.

Lex Fridman asked Elon Musk what the meaning of life is. His answer was not what anyone expected. We do not know, he said. And that is exactly why we need to expand consciousness. Not to find the answer. To ask better questions. He believes the universe is full of things we cannot even formulate yet. We are like children trying to understand calculus. The problem is not that calculus is too hard. The problem is that we have not developed enough to know it exists. Consciousness, to him, is a tool for exploring the universe. The more of it we have, the better our questions become. The better our questions become, the closer we get to understanding what any of this means. This is why he builds rockets and brain interfaces and AI. Not because he has the answers. Because he thinks the only way to get them is to expand what we are capable of thinking. Most people spend their lives looking for meaning. Elon is building the tools to look for it at a scale we cannot yet imagine.

Shruti

16,844 views • 2 months ago

A MILLION GPUS TO BUILD A MIND, ELON IS ON IT Elon isn’t waiting for intelligence to evolve, he’s engineering it. His team started last year wiring 200,000 GPUs together, a marvel at the time. Now he’s scaling to a million, the largest cluster ever built, a $40–$60 billion experiment in brute-force cognition. Each chip a neuron, each watt a spark, all linked to see what happens when raw compute meets human will. It’s not theory anymore. It’s a live test of how far ambition can bend silicon toward thought. Source: SMX 🇺🇸

A MILLION GPUS TO BUILD A MIND, ELON IS ON IT Elon isn’t waiting for intelligence to evolve, he’s engineering it. His team started last year wiring 200,000 GPUs together, a marvel at the time. Now he’s scaling to a million, the largest cluster ever built, a $40–$60 billion experiment in brute-force cognition. Each chip a neuron, each watt a spark, all linked to see what happens when raw compute meets human will. It’s not theory anymore. It’s a live test of how far ambition can bend silicon toward thought. Source: SMX 🇺🇸

Mario Nawfal

436,151 views • 9 months ago

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

16,584 views • 2 months ago

Elon Musk just said the future of AI isn’t on Earth. And he put a number on it. Musk: “In 36 months, but probably closer to 30 months, the most economically compelling place to put AI will be space.” Not someday. Thirty months. That’s not a space headline. That’s a countdown on Earth’s run as the center of intelligence. Every major AI company is fighting the same war. Power. Data centers are crushing electrical grids across continents. Entire nations are rewriting energy policy just to keep GPU clusters from going dark. And the models aren’t getting smaller. They’re getting bigger. Faster. Hungrier. Musk: “Once you start thinking in terms of what percentage of the sun’s power are you harnessing, you realize you have to go to space.” He’s not talking about solar panels. He’s talking about energy at a scale that makes everything on the ground look like a match strike. The sun outputs 3.8 × 10²⁶ watts. Earth catches less than a billionth of that. The rest bleeds into the void. Every photon that misses this planet is compute that never got to exist. Musk is the only person alive who owns both the rocket company and the AI company to go collect it. That’s not coincidence. That’s a twenty-year play the rest of the world is just now recognizing as one move. SpaceX was never about Mars tourism. It was infrastructure for something nobody else had mapped yet. Musk: “The only place you can really scale is space. You can’t scale very much on Earth.” The entire industry treats AI as a software problem. Better algorithms. Better data. Better architecture. Musk treats it as a physics problem. And in physics, this planet has a hard ceiling. Finite energy. Finite cooling. Finite surface. You can optimize around those walls. You can’t tear them down. Space doesn’t have walls. No grid to overload. No heat to trap. No ceiling to hit. Just a star that’s been burning for 4.6 billion years and nobody has sent it an invoice. Every AI company on Earth is fighting over the last available watts. On a planet that’s running out of room to think. Musk is building above the ceiling they’re all pressed against. We’ve spent all of human history assuming intelligence belongs here. On this rock. Under this sky. Bound by these limits. Musk is building like Earth was never the destination. Just where it started.

Elon Musk just said the future of AI isn’t on Earth. And he put a number on it. Musk: “In 36 months, but probably closer to 30 months, the most economically compelling place to put AI will be space.” Not someday. Thirty months. That’s not a space headline. That’s a countdown on Earth’s run as the center of intelligence. Every major AI company is fighting the same war. Power. Data centers are crushing electrical grids across continents. Entire nations are rewriting energy policy just to keep GPU clusters from going dark. And the models aren’t getting smaller. They’re getting bigger. Faster. Hungrier. Musk: “Once you start thinking in terms of what percentage of the sun’s power are you harnessing, you realize you have to go to space.” He’s not talking about solar panels. He’s talking about energy at a scale that makes everything on the ground look like a match strike. The sun outputs 3.8 × 10²⁶ watts. Earth catches less than a billionth of that. The rest bleeds into the void. Every photon that misses this planet is compute that never got to exist. Musk is the only person alive who owns both the rocket company and the AI company to go collect it. That’s not coincidence. That’s a twenty-year play the rest of the world is just now recognizing as one move. SpaceX was never about Mars tourism. It was infrastructure for something nobody else had mapped yet. Musk: “The only place you can really scale is space. You can’t scale very much on Earth.” The entire industry treats AI as a software problem. Better algorithms. Better data. Better architecture. Musk treats it as a physics problem. And in physics, this planet has a hard ceiling. Finite energy. Finite cooling. Finite surface. You can optimize around those walls. You can’t tear them down. Space doesn’t have walls. No grid to overload. No heat to trap. No ceiling to hit. Just a star that’s been burning for 4.6 billion years and nobody has sent it an invoice. Every AI company on Earth is fighting over the last available watts. On a planet that’s running out of room to think. Musk is building above the ceiling they’re all pressed against. We’ve spent all of human history assuming intelligence belongs here. On this rock. Under this sky. Bound by these limits. Musk is building like Earth was never the destination. Just where it started.

Dustin

36,043 views • 3 months ago

Elon Musk just told you why the most dangerous person in AI is the one who actually cares about humanity. Musk: “I’ll do my best to ensure that anything that’s within my control maximizes the good outcome for humanity.” That is not a soft statement. That is the most aggressive position anyone has taken in the entire AI race. Because “pro-human” does not mean cautious. It means you cannot afford to lose. The people who fear AI and step back are making a bet. They are betting that if they pause, the problem pauses with them. It does not. Someone else builds it. Someone else controls it. Someone else decides what it optimizes for. Musk understood this before anyone in the room had finished asking the question. You do not protect humanity by retreating from the most powerful technology ever created. You protect it by making sure the person at the controls has no exit strategy. Musk: “I think anything else would be short-sighted.” He is not talking about quarterly earnings. He is not talking about market share. He is talking about what happens to eight billion people if the wrong person builds God. That is why he built Colossus. Not to compete with OpenAI. Not to win a product cycle. To make sure the most powerful compute cluster on the planet answers to someone whose stated objective is the survival of the species it computes for. That is not a business strategy. That is a survival instinct with a balance sheet. Every other company building frontier AI talks about alignment in abstractions. Safety frameworks. Governance boards. Responsible scaling policies. Musk skipped the committee language and said the quiet part out loud. Musk: “I’m part of humanity, so I like humans. Pro-human.” Six words every other AI founder is afraid to say without a legal review. I am building the most powerful technology in history because I am one of you. That is either the most reassuring sentence in AI. Or the most terrifying. It depends entirely on whether you believe him. But here is what no one in the room wants to admit. It does not matter if you believe him. Colossus is online either way. xAI is scaling either way. The compute is stacking either way. The only question left is whether the people building the future are building it for humanity or in spite of it. Every other founder in AI treats alignment as a technical problem to solve after the model ships. Musk is treating it as the reason the model exists. That is not a small distinction. That is the entire game. The cautious will publish safety papers about a future someone else is already building without them. The builders will decide what that future actually looks like. Musk is not asking permission to protect humanity. He is building the infrastructure to make sure no one can stop him from doing it.

Elon Musk just told you why the most dangerous person in AI is the one who actually cares about humanity. Musk: “I’ll do my best to ensure that anything that’s within my control maximizes the good outcome for humanity.” That is not a soft statement. That is the most aggressive position anyone has taken in the entire AI race. Because “pro-human” does not mean cautious. It means you cannot afford to lose. The people who fear AI and step back are making a bet. They are betting that if they pause, the problem pauses with them. It does not. Someone else builds it. Someone else controls it. Someone else decides what it optimizes for. Musk understood this before anyone in the room had finished asking the question. You do not protect humanity by retreating from the most powerful technology ever created. You protect it by making sure the person at the controls has no exit strategy. Musk: “I think anything else would be short-sighted.” He is not talking about quarterly earnings. He is not talking about market share. He is talking about what happens to eight billion people if the wrong person builds God. That is why he built Colossus. Not to compete with OpenAI. Not to win a product cycle. To make sure the most powerful compute cluster on the planet answers to someone whose stated objective is the survival of the species it computes for. That is not a business strategy. That is a survival instinct with a balance sheet. Every other company building frontier AI talks about alignment in abstractions. Safety frameworks. Governance boards. Responsible scaling policies. Musk skipped the committee language and said the quiet part out loud. Musk: “I’m part of humanity, so I like humans. Pro-human.” Six words every other AI founder is afraid to say without a legal review. I am building the most powerful technology in history because I am one of you. That is either the most reassuring sentence in AI. Or the most terrifying. It depends entirely on whether you believe him. But here is what no one in the room wants to admit. It does not matter if you believe him. Colossus is online either way. xAI is scaling either way. The compute is stacking either way. The only question left is whether the people building the future are building it for humanity or in spite of it. Every other founder in AI treats alignment as a technical problem to solve after the model ships. Musk is treating it as the reason the model exists. That is not a small distinction. That is the entire game. The cautious will publish safety papers about a future someone else is already building without them. The builders will decide what that future actually looks like. Musk is not asking permission to protect humanity. He is building the infrastructure to make sure no one can stop him from doing it.

Dustin

23,864 views • 4 months ago

Jensen Huang: Elon is superhuman. What he and the xAI team achieved is unbelievable. NVIDIA's CEO reflects on Elon Musk and the xAI team building Colossus, the world's fastest supercomputer, in just 19 days. He says any other company would take a full year. “Building a massive factory, liquid-cooled, energized, permitted, in the short time that was done, that is superhuman. And, as far as I know, there's only one person in the world who could do that. Elon is singular in this understanding of engineering and construction and large systems, marshaling resources. It's unbelievable. And then, of course, his engineering team is extraordinary. The software team is great, the networking team is great, the infrastructure team is great. Elon understands this deeply. And from the moment that we decided to go, the planning with our engineering team, then all of the infrastructure, all of the logistics and the amount of technology and equipment that came in on that day, to training, 19 days. Incredible. So, I think what Elon and the X team did is singular. Never been done before. Just to put in perspective, 100,000 GPUs, that's easily the fastest supercomputer on the planet, as one cluster. A supercomputer that you would build would take normally three years to plan, and then they deliver the equipment, and it takes one year to get it all working. We're talking about 19 days.” Jensen Huang, CEO of NVIDIA, Bg2 Pod, October 13, 2024

Jensen Huang: Elon is superhuman. What he and the xAI team achieved is unbelievable. NVIDIA's CEO reflects on Elon Musk and the xAI team building Colossus, the world's fastest supercomputer, in just 19 days. He says any other company would take a full year. “Building a massive factory, liquid-cooled, energized, permitted, in the short time that was done, that is superhuman. And, as far as I know, there's only one person in the world who could do that. Elon is singular in this understanding of engineering and construction and large systems, marshaling resources. It's unbelievable. And then, of course, his engineering team is extraordinary. The software team is great, the networking team is great, the infrastructure team is great. Elon understands this deeply. And from the moment that we decided to go, the planning with our engineering team, then all of the infrastructure, all of the logistics and the amount of technology and equipment that came in on that day, to training, 19 days. Incredible. So, I think what Elon and the X team did is singular. Never been done before. Just to put in perspective, 100,000 GPUs, that's easily the fastest supercomputer on the planet, as one cluster. A supercomputer that you would build would take normally three years to plan, and then they deliver the equipment, and it takes one year to get it all working. We're talking about 19 days.” Jensen Huang, CEO of NVIDIA, Bg2 Pod, October 13, 2024

ELON CLIPS

244,469 views • 1 year ago

$Elon Musk just put a number on the flaw at the center of Nvidia’s empire. Wall Street has not done the math yet. Nvidia’s Blackwell is the most sought-after silicon on Earth. Every AI lab wants it. Every sovereign nation is bidding for it. Blackwell runs every model, for every company, in every data center on the planet. That universality built the empire. It is also the fracture point. Musk: “We believe the AI5 chip will be about a third of the power of an Nvidia Blackwell for roughly comparable performance. And much less than 10% of the cost.” One-third the power. Comparable performance. Less than ten percent of the cost. Musk: “This is a chip that is very much optimized for the Tesla AI software stack. It’s not meant to be a general purpose chip.” Nvidia builds silicon that serves a million different customers. Every transistor spent on universal compatibility is a transistor not dedicated to one task. Tesla is building silicon for exactly one customer. Itself. When you strip away every function you will never call, you do not get a lesser chip. You get a weapon. Here is what the market refuses to see. Data centers drink unlimited power from the grid. Robots run on batteries. Musk: “In order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient.” You cannot put a Blackwell inside a walking machine. It would drain the battery before it crossed the room. The entire AI revolution lives inside air-conditioned buildings bolted to the electrical grid. Musk is not competing for that market. He is engineering the silicon that survives outside of it. One-third the power is not a spec sheet footnote. It is the physics threshold that severs intelligence from the wall socket. Without that number, every robot on Earth stays tethered. With it, the algorithm walks. Less than ten percent of the cost is not a pricing strategy. It is the line where a machine brain stops being a capital expenditure and becomes a commodity component. When the chip inside a humanoid costs less than the motors in its legs, you do not manufacture hundreds of robots. You manufacture millions. Wall Street is valuing the AI revolution by who dominates the data center. Musk is building the only silicon designed to leave one. Nvidia built the brain of the cloud. Musk is building the brain of the physical world. No one has priced that in yet.$

Elon Musk just put a number on the flaw at the center of Nvidia’s empire. Wall Street has not done the math yet. Nvidia’s Blackwell is the most sought-after silicon on Earth. Every AI lab wants it. Every sovereign nation is bidding for it. Blackwell runs every model, for every company, in every data center on the planet. That universality built the empire. It is also the fracture point. Musk: “We believe the AI5 chip will be about a third of the power of an Nvidia Blackwell for roughly comparable performance. And much less than 10% of the cost.” One-third the power. Comparable performance. Less than ten percent of the cost. Musk: “This is a chip that is very much optimized for the Tesla AI software stack. It’s not meant to be a general purpose chip.” Nvidia builds silicon that serves a million different customers. Every transistor spent on universal compatibility is a transistor not dedicated to one task. Tesla is building silicon for exactly one customer. Itself. When you strip away every function you will never call, you do not get a lesser chip. You get a weapon. Here is what the market refuses to see. Data centers drink unlimited power from the grid. Robots run on batteries. Musk: “In order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient.” You cannot put a Blackwell inside a walking machine. It would drain the battery before it crossed the room. The entire AI revolution lives inside air-conditioned buildings bolted to the electrical grid. Musk is not competing for that market. He is engineering the silicon that survives outside of it. One-third the power is not a spec sheet footnote. It is the physics threshold that severs intelligence from the wall socket. Without that number, every robot on Earth stays tethered. With it, the algorithm walks. Less than ten percent of the cost is not a pricing strategy. It is the line where a machine brain stops being a capital expenditure and becomes a commodity component. When the chip inside a humanoid costs less than the motors in its legs, you do not manufacture hundreds of robots. You manufacture millions. Wall Street is valuing the AI revolution by who dominates the data center. Musk is building the only silicon designed to leave one. Nvidia built the brain of the cloud. Musk is building the brain of the physical world. No one has priced that in yet.

Dustin

160,633 views • 4 months ago

On Bloomberg last night, I was asked why Amazon drives more than a third of U.S. e-commerce. It is not because of their storefront. It is not because of their payments. It is not even because of product selection. It is because consumers trust their deliveries. That trust is built on physical infrastructure at scale with intelligence layered on top. And that is what Stord is building for every independent merchant. The most defensible companies in the world combine software intelligence with physical execution. Today, 9 of the 10 largest U.S. companies by revenue operate physical networks at scale. Software alone cannot replicate the outcomes created when you control the movement of physical atoms. That is the physical intelligence layer for commerce. And that is what Stord Labs is built to advance. Deploying AI and robotics against real operational complexity, in the real world, across a vertically integrated network operating at scale. Bloomberg TV

On Bloomberg last night, I was asked why Amazon drives more than a third of U.S. e-commerce. It is not because of their storefront. It is not because of their payments. It is not even because of product selection. It is because consumers trust their deliveries. That trust is built on physical infrastructure at scale with intelligence layered on top. And that is what Stord is building for every independent merchant. The most defensible companies in the world combine software intelligence with physical execution. Today, 9 of the 10 largest U.S. companies by revenue operate physical networks at scale. Software alone cannot replicate the outcomes created when you control the movement of physical atoms. That is the physical intelligence layer for commerce. And that is what Stord Labs is built to advance. Deploying AI and robotics against real operational complexity, in the real world, across a vertically integrated network operating at scale. Bloomberg TV

Sean Henry

1,275,331 views • 2 months ago

ELON: MY PHILOSOPHY IS CURIOSITY... I JUST WANT TO KNOW WHAT’S GOING ON IN THE UNIVERSE "My philosophy is one of curiosity. I just want to know what's going on in this universe. Is the standard of physics correct about the beginning of the universe?" Source: Baron Capital Elon Musk

ELON: MY PHILOSOPHY IS CURIOSITY... I JUST WANT TO KNOW WHAT’S GOING ON IN THE UNIVERSE "My philosophy is one of curiosity. I just want to know what's going on in this universe. Is the standard of physics correct about the beginning of the universe?" Source: Baron Capital Elon Musk

Mario Nawfal

616,476 views • 9 months ago

Everyone’s talking about what Jensen said at GTC about AI capex. But the most important thing he said got almost no attention — that software companies are about to become the biggest resellers of AI tokens in the world. Think about what that means. Workday buys raw intelligence from OpenAI. Wraps it in HR domain expertise. Sells it back as an AI product at a massive markup. That’s not a software company anymore. That’s a refinery. And right now nobody is tracking the economics of that refining layer — what the crude costs, what the refined product sells for, and who’s capturing the spread. This is the most important data gap in AI right now. More on this soon. $NVDA

Everyone’s talking about what Jensen said at GTC about AI capex. But the most important thing he said got almost no attention — that software companies are about to become the biggest resellers of AI tokens in the world. Think about what that means. Workday buys raw intelligence from OpenAI. Wraps it in HR domain expertise. Sells it back as an AI product at a massive markup. That’s not a software company anymore. That’s a refinery. And right now nobody is tracking the economics of that refining layer — what the crude costs, what the refined product sells for, and who’s capturing the spread. This is the most important data gap in AI right now. More on this soon. $NVDA

Nick Dorsey

40,200 views • 5 months ago

Protest in US is not just because of the war. Understand all the reasons in simplified language! When silence breaks across a nation, power starts to shake. This is no longer just protest. It is pressure building at scale.

Protest in US is not just because of the war. Understand all the reasons in simplified language! When silence breaks across a nation, power starts to shake. This is no longer just protest. It is pressure building at scale.

Praffulgarg

13,231 views • 4 months ago

Jensen Huang says we’ve passed the point of no return. “Software is not just a tool. Now software uses tools.” For the first time, intelligence is generated in real time as tokens. Now that it’s profitable, the only option is to scale. “We just have to make more of it.”

Jensen Huang says we’ve passed the point of no return. “Software is not just a tool. Now software uses tools.” For the first time, intelligence is generated in real time as tokens. Now that it’s profitable, the only option is to scale. “We just have to make more of it.”

vitrupo

28,345 views • 6 months ago