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Sam Altman on why he likes hard problems (like making his own chip) “Philosophically I'm very inclined to try to find the high-leverage, difficult problem that will continue the exponential. And for us this is models and compute. Those are problems that naturally suit me.” “To scale compute in...

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David Senra

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27,700 次观看 • 2 天前 •via X (Twitter)

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This is the best take I have heard around the existing AI landscape today Fantastic explanation around the constraints at OpenAI and Anthropic, focus on enterprise business models, and the doomerism narrative in AI From former AI czar David Sacks "Even though Anthropic's revenue has followed this exponential graph very predictably, it cannot do that ever. The reason is that as you hit new levels of scale, you encounter new problems. You are simply going to run out of compute, electricity, data centers, and infrastructure. There are limits to the physical world you are going to hit. And there is already evidence that Anthropic is hitting some of those limits."
4:27

This is the best take I have heard around the existing AI landscape today Fantastic explanation around the constraints at OpenAI and Anthropic, focus on enterprise business models, and the doomerism narrative in AI From former AI czar David Sacks "Even though Anthropic's revenue has followed this exponential graph very predictably, it cannot do that ever. The reason is that as you hit new levels of scale, you encounter new problems. You are simply going to run out of compute, electricity, data centers, and infrastructure. There are limits to the physical world you are going to hit. And there is already evidence that Anthropic is hitting some of those limits."

Boring_Business

236,448 次观看 • 4 个月前

.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."
2:22

.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 次观看 • 2 个月前

#WATCH | Hyderabad, Telangana: On reports of commercial LPG cylinder shortage, Mohammad Rabbani, owner of Shah Gouse Hotel, says, "There are a lot of problems with gas here in Hyderabad... There is almost a disruption in the gas supply. Because of this, there has been a slight impact, and there is a lot of difficulty in cooking... Today they are saying that it will be difficult to supply gas from tomorrow... I want to request the state government and central government to supply gas to us and if they supply gas, then we will do business and many people are facing problems in this... Riders of Swiggy and Zomato are also very helpless; these days, they too are facing a lot of problems..."
2:29

#WATCH | Hyderabad, Telangana: On reports of commercial LPG cylinder shortage, Mohammad Rabbani, owner of Shah Gouse Hotel, says, "There are a lot of problems with gas here in Hyderabad... There is almost a disruption in the gas supply. Because of this, there has been a slight impact, and there is a lot of difficulty in cooking... Today they are saying that it will be difficult to supply gas from tomorrow... I want to request the state government and central government to supply gas to us and if they supply gas, then we will do business and many people are facing problems in this... Riders of Swiggy and Zomato are also very helpless; these days, they too are facing a lot of problems..."

ANI

49,058 次观看 • 5 个月前

OpenAI and Anthropic are currently taking a third of the incremental world compute supply, and Dylan thinks that this will go up to half next year. At the current rate of physical compute scaling and algorithmic progress, we're a single-digit number of years away from having individual AI companies with a greater effective workforce than there are humans on the planet. So many forces are barrelling us towards centralization in AI - the economies of scale in training (where you get to amortize any learnings across billions of sessions), the fact that being slightly ahead allows you to better economize on ever-more-expensive compute. And this isn’t even accounting for the fact that eventually you’ll have models that are capable of learning from deployment and doing proper RSI One of the key questions of our age, in my view, is how we can have broad empowerment and control over AI despite the structural factors favoring centralization.
1:59

OpenAI and Anthropic are currently taking a third of the incremental world compute supply, and Dylan thinks that this will go up to half next year. At the current rate of physical compute scaling and algorithmic progress, we're a single-digit number of years away from having individual AI companies with a greater effective workforce than there are humans on the planet. So many forces are barrelling us towards centralization in AI - the economies of scale in training (where you get to amortize any learnings across billions of sessions), the fact that being slightly ahead allows you to better economize on ever-more-expensive compute. And this isn’t even accounting for the fact that eventually you’ll have models that are capable of learning from deployment and doing proper RSI One of the key questions of our age, in my view, is how we can have broad empowerment and control over AI despite the structural factors favoring centralization.

Dwarkesh Patel

107,392 次观看 • 2 天前

ELON: AI WILL HARNESS THE POWER OF THE SUN AND GALAXY FOR COMPUTE "I think we'll see intelligence continue to scale all the way up to where most of the power of the sun is harnessed for compute and then ultimately most of the power of the galaxy, you know, sort of cloud Kardashev two, Kardashev three scale compute. So I guess once you think of artificial intelligence not as a destination that you reach, but really as part of the overall escalation of intelligence that we are aware of." Source: Jon Hernandez
1:36

ELON: AI WILL HARNESS THE POWER OF THE SUN AND GALAXY FOR COMPUTE "I think we'll see intelligence continue to scale all the way up to where most of the power of the sun is harnessed for compute and then ultimately most of the power of the galaxy, you know, sort of cloud Kardashev two, Kardashev three scale compute. So I guess once you think of artificial intelligence not as a destination that you reach, but really as part of the overall escalation of intelligence that we are aware of." Source: Jon Hernandez

Mario Nawfal

1,667,972 次观看 • 9 个月前

THIS ❤️ "Everyone in the world is experiencing stuff like this. In a time in the world that is relatively dark, outside of this paddock. You know, there's a lot of negativity. There's wars absolutely everywhere. There's conflicts going on everywhere. There's issues in all these governments and people are struggling. There's a bigger disparity between poor and rich. There's just so many problems." "But through this little experience, seeing that there's a lot of empathy. There are people that are empathetic out there. There's a lot of love, a lot of caring people out there in the world. It gives me a lot of hope for mankind, if I'm really honest. To see that experience in that weekend, that's what Roscoe has taught me." ❤️
0:46

THIS ❤️ "Everyone in the world is experiencing stuff like this. In a time in the world that is relatively dark, outside of this paddock. You know, there's a lot of negativity. There's wars absolutely everywhere. There's conflicts going on everywhere. There's issues in all these governments and people are struggling. There's a bigger disparity between poor and rich. There's just so many problems." "But through this little experience, seeing that there's a lot of empathy. There are people that are empathetic out there. There's a lot of love, a lot of caring people out there in the world. It gives me a lot of hope for mankind, if I'm really honest. To see that experience in that weekend, that's what Roscoe has taught me." ❤️

sim 🇧🇷🇲🇽🇸🇳🇫🇷🇭🇹

250,642 次观看 • 11 个月前

ROBA Compute is officially LIVE. This isn't a feature drop. This is ROBA expanding into the AI infrastructure market - hundreds of billions in scale, and we're staking our claim. Rent GPUs on-demand. Enterprise-grade allocation. Transparent USDC pricing. Zero hidden fees and all on-chain. We're already in talks with enterprise clients for compute at scale. 15% of all compute revenue → straight to $ROBA buybacks & burns. GPU capacity is limited at launch. First come, first served. Over the next weeks we will begin accepting new compute partners to provide more power to the marketplace in addition to ROBA's own in-house GPUs and integrated robotics stack. Platform fees are discounted for a limited time only. The infrastructure layer powering physical AI and beyond starts here.
0:41

ROBA Compute is officially LIVE. This isn't a feature drop. This is ROBA expanding into the AI infrastructure market - hundreds of billions in scale, and we're staking our claim. Rent GPUs on-demand. Enterprise-grade allocation. Transparent USDC pricing. Zero hidden fees and all on-chain. We're already in talks with enterprise clients for compute at scale. 15% of all compute revenue → straight to $ROBA buybacks & burns. GPU capacity is limited at launch. First come, first served. Over the next weeks we will begin accepting new compute partners to provide more power to the marketplace in addition to ROBA's own in-house GPUs and integrated robotics stack. Platform fees are discounted for a limited time only. The infrastructure layer powering physical AI and beyond starts here.

Roba Labs

43,747 次观看 • 1 个月前

OpenAI and Anthropic can take compute which costs them $15b a GW, and turn it into $50b+ of revenue. In order to get the credit to build their datacenters, most neoclouds have already signed long term contracts to supply compute at these $15b/GW rates. However, Meta and SpaceX, who have a GW+ of discretionary compute supported by their own balance sheet, can take advantage of this surge in compute prices and sell short-term contracts at the much higher rate that the leading labs (who are best able to monetize this compute) are willing to bid for.
1:37

OpenAI and Anthropic can take compute which costs them $15b a GW, and turn it into $50b+ of revenue. In order to get the credit to build their datacenters, most neoclouds have already signed long term contracts to supply compute at these $15b/GW rates. However, Meta and SpaceX, who have a GW+ of discretionary compute supported by their own balance sheet, can take advantage of this surge in compute prices and sell short-term contracts at the much higher rate that the leading labs (who are best able to monetize this compute) are willing to bid for.

Dwarkesh Patel

44,110 次观看 • 2 天前

Interesting to hear OpenAI Head of Compute Sachin Katti Sachin Katti explain why inference workloads will still be served from giant data centers in Texas rather than smaller edge locations.. The inherent scale benefits of large DCs + lack of available labor makes building smaller DCs closer to major metros inefficient and uneconomic. "There are still significant benefits to scale on building this compute. Building 50MW of compute is far more expensive per MW than building a GW of compute at one location.. Labor is a big bottleneck around the world today especially in the US. We just don't have enough people to build these things. So getting the kind of critical human mass you need to build, you would much rather do it for a bigger scale than for little bits of 50MW spread around the country." Seems like the robust growth for DC developers like Core Scientific, Galaxy, TeraWulf, Cipher, etc. will persist for the foreseeable future, despite initial concerns that the current large scale build-outs in places like West Texas were a one-off occurrence. $CORZ $GLXY $WULF $CIFR $HUT
1:34

Interesting to hear OpenAI Head of Compute Sachin Katti Sachin Katti explain why inference workloads will still be served from giant data centers in Texas rather than smaller edge locations.. The inherent scale benefits of large DCs + lack of available labor makes building smaller DCs closer to major metros inefficient and uneconomic. "There are still significant benefits to scale on building this compute. Building 50MW of compute is far more expensive per MW than building a GW of compute at one location.. Labor is a big bottleneck around the world today especially in the US. We just don't have enough people to build these things. So getting the kind of critical human mass you need to build, you would much rather do it for a bigger scale than for little bits of 50MW spread around the country." Seems like the robust growth for DC developers like Core Scientific, Galaxy, TeraWulf, Cipher, etc. will persist for the foreseeable future, despite initial concerns that the current large scale build-outs in places like West Texas were a one-off occurrence. $CORZ $GLXY $WULF $CIFR $HUT

Rittenhouse Research

43,687 次观看 • 2 个月前

At AIPCon 10, Palantir CEO Alex Karp shares our secret to sales: “We’re hoping that you’ll go to a large language model company and learn that they don’t care about you at all.” “What you will find is there are a myriad of problems that these very important models solve, and there are even bigger problems that they create.” “We’re in the business of giving you the ability to solve those problems for yourself and own the means of production.”
1:20

At AIPCon 10, Palantir CEO Alex Karp shares our secret to sales: “We’re hoping that you’ll go to a large language model company and learn that they don’t care about you at all.” “What you will find is there are a myriad of problems that these very important models solve, and there are even bigger problems that they create.” “We’re in the business of giving you the ability to solve those problems for yourself and own the means of production.”

Palantir

59,046,879 次观看 • 2 个月前

Cerebras just had the biggest IPO of the year. Founder Andrew Feldman says the 3 most important things he had to convince investors of while doing the roadshow were that demand for inference is going to 1,000,000x, the GPU isn't the only way to do compute, and that the CUDA moat is overstated. What he said: "Jensen said some time ago on Brad Gerstner's podcast that the demand for inference will grow by a 1,000,000x, and nobody believed him. And at the same time, you saw Sam Altman displaying real vision and going out and trying to lock up huge amounts of compute, memory, data centers, and power, because he saw it too." "[We tried] to share what that means — what exponential demand means. And that we're still so early, and yet the demand for AI compute is overwhelming." "The other thing is that there are lots of ways to do this. The GPU isn't the only way. You've got TPUs, Trainium, and us. There are lots of different ways to build a solution here." "And finally — the notion that CUDA is this grand lock-in is overplayed. Gemini 3, which is an excellent model, was trained on TPUs with no CUDA. The Anthropic models were trained on Trainium with no CUDA. Some of the best models, some of the most interesting things are being done without CUDA. And that lock-in might be overplayed." $CBRS
1:46

Cerebras just had the biggest IPO of the year. Founder Andrew Feldman says the 3 most important things he had to convince investors of while doing the roadshow were that demand for inference is going to 1,000,000x, the GPU isn't the only way to do compute, and that the CUDA moat is overstated. What he said: "Jensen said some time ago on Brad Gerstner's podcast that the demand for inference will grow by a 1,000,000x, and nobody believed him. And at the same time, you saw Sam Altman displaying real vision and going out and trying to lock up huge amounts of compute, memory, data centers, and power, because he saw it too." "[We tried] to share what that means — what exponential demand means. And that we're still so early, and yet the demand for AI compute is overwhelming." "The other thing is that there are lots of ways to do this. The GPU isn't the only way. You've got TPUs, Trainium, and us. There are lots of different ways to build a solution here." "And finally — the notion that CUDA is this grand lock-in is overplayed. Gemini 3, which is an excellent model, was trained on TPUs with no CUDA. The Anthropic models were trained on Trainium with no CUDA. Some of the best models, some of the most interesting things are being done without CUDA. And that lock-in might be overplayed." $CBRS

TBPN

36,474 次观看 • 3 个月前

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.
3:31

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.

Karl Mehta

16,619 次观看 • 2 个月前

ELON MUSK: "We're starting off with an advanced technology fab here in Austin, and I'd like to thank Greg Abbott and the state of Texas for the support. So in the advanced technology fab, we will have all of the equipment necessary to make a chip of any kind logical memory, and we will also have all of the equipment necessary to make the masks. So in a single building, we can create a mask, make the chip, test the chip, make another mask, and have an incredibly fast recursive loop for improving the chip design. To the best of my knowledge, this doesn't exist anywhere in the world. We're really going to push the limit of physics in compute, and we're going to try a bunch of wild and crazy things, which you can do if you've got that fast iteration loop that I can't emphasize enough the importance of being able to make it, to test it and and then make and then change the design, do another one, and have that in a single building."
2:03

ELON MUSK: "We're starting off with an advanced technology fab here in Austin, and I'd like to thank Greg Abbott and the state of Texas for the support. So in the advanced technology fab, we will have all of the equipment necessary to make a chip of any kind logical memory, and we will also have all of the equipment necessary to make the masks. So in a single building, we can create a mask, make the chip, test the chip, make another mask, and have an incredibly fast recursive loop for improving the chip design. To the best of my knowledge, this doesn't exist anywhere in the world. We're really going to push the limit of physics in compute, and we're going to try a bunch of wild and crazy things, which you can do if you've got that fast iteration loop that I can't emphasize enough the importance of being able to make it, to test it and and then make and then change the design, do another one, and have that in a single building."

DogeDesigner

16,954,411 次观看 • 5 个月前

The TeraFab Scale To reach a terawatt of AI compute output per year, SpaceX needs a chip factory at a scale that does not exist. That is the TeraFab. Elon Musk on the size: ~ 100 million square feet of factory floor ~ 10x larger than the entire Tesla Gigafactory Texas ~ Designed to produce one billion full-reticle chip equivalents per year ~ Each chip producing roughly one kilowatt of compute For context, current global AI chip manufacturing tops out at around 100 gigawatts per year of total compute. The TeraFab is built for 1000 gigawatts. That is 10 times the current global capacity, from a single facility.
0:28

The TeraFab Scale To reach a terawatt of AI compute output per year, SpaceX needs a chip factory at a scale that does not exist. That is the TeraFab. Elon Musk on the size: ~ 100 million square feet of factory floor ~ 10x larger than the entire Tesla Gigafactory Texas ~ Designed to produce one billion full-reticle chip equivalents per year ~ Each chip producing roughly one kilowatt of compute For context, current global AI chip manufacturing tops out at around 100 gigawatts per year of total compute. The TeraFab is built for 1000 gigawatts. That is 10 times the current global capacity, from a single facility.

Tesla Owners Silicon Valley

24,375 次观看 • 22 天前

$INFERRA Just came across Inferra and this one actually feels really interesting. 9ufM9TJd1UEmi9awnGfxCkCHAgQ3JZ5Sw6YxeSeEASY They're building a decentralized marketplace where AI compute becomes a tradable commodity. Instead of letting GPU power sit idle, providers can list verified compute capacity while users can buy, sell, trade, or redeem it for actual compute access. What caught my attention is that they're approaching compute like a real market, with spot trading, futures, and eventually inference markets. As AI demand keeps exploding, compute is becoming one of the most valuable resources in the industry. Projects focused on making that resource more liquid and accessible make a lot of sense to me. High risk as marketcap is tiny. But definitely an interesting compute bet I aped small. DYOR. RR
0:40

$INFERRA Just came across Inferra and this one actually feels really interesting. 9ufM9TJd1UEmi9awnGfxCkCHAgQ3JZ5Sw6YxeSeEASY They're building a decentralized marketplace where AI compute becomes a tradable commodity. Instead of letting GPU power sit idle, providers can list verified compute capacity while users can buy, sell, trade, or redeem it for actual compute access. What caught my attention is that they're approaching compute like a real market, with spot trading, futures, and eventually inference markets. As AI demand keeps exploding, compute is becoming one of the most valuable resources in the industry. Projects focused on making that resource more liquid and accessible make a lot of sense to me. High risk as marketcap is tiny. But definitely an interesting compute bet I aped small. DYOR. RR

Crypto Ideology ✍🏻

14,105 次观看 • 2 个月前

Elon Musk: Artificial intelligence will continue to scale until we've harnessed all the energy of our galaxy. “I think we'll see intelligence continue to scale all the way up to where most of the power of the sun is harnessed for compute, and then ultimately most of the power of the galaxy, sort of Kardashev 2, Kardashev 3 scale compute. One should think about artificial intelligence, not as a destination that you reach, but really as part of the overall escalation of intelligence that we are aware of. Human intelligence has also scaled as the population has increased and we've been able to store more and more information.” Interview at the All-In Summit, September 10, 2025
0:42

Elon Musk: Artificial intelligence will continue to scale until we've harnessed all the energy of our galaxy. “I think we'll see intelligence continue to scale all the way up to where most of the power of the sun is harnessed for compute, and then ultimately most of the power of the galaxy, sort of Kardashev 2, Kardashev 3 scale compute. One should think about artificial intelligence, not as a destination that you reach, but really as part of the overall escalation of intelligence that we are aware of. Human intelligence has also scaled as the population has increased and we've been able to store more and more information.” Interview at the All-In Summit, September 10, 2025

ELON CLIPS

41,848 次观看 • 11 个月前

Under Secretary Emil Michael (Under Secretary of War Emil Michael) explains how the Trump Administration is scaling drone technology in the United States: "We haven't been at it this long, only this administration [has taken] it seriously in the last year and a half. And what we've done is we've begun to stimulate the domestic production of the components and the all-up systems for these drone manufacturers... and we're doing that across the domestic supply chain to make sure that they're building drones here."
1:27

Under Secretary Emil Michael (Under Secretary of War Emil Michael) explains how the Trump Administration is scaling drone technology in the United States: "We haven't been at it this long, only this administration [has taken] it seriously in the last year and a half. And what we've done is we've begun to stimulate the domestic production of the components and the all-up systems for these drone manufacturers... and we're doing that across the domestic supply chain to make sure that they're building drones here."

Department of War CTO

70,382 次观看 • 3 天前