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"SpaceX AI is doing something that Anthropic and Open AI both didn't and couldn't do... what is xAI doing? xAI is building data centers, right now on Earth, that are larger, more productive, and they're built faster and at lower cost than any other data centers in the world...... show more

Ellie in Space 🚀💫

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58,309 次观看 • 2 个月前 •via X (Twitter)

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Gavin Baker: "Anthropic is roughly four times more capital efficient than OpenAI - they're growing really fast and they're not burning that much cash" this is him explaining why he thinks token efficiency decides who wins, why xAI has the lowest cost per token of anyone, and what a Tesla board member says is actually the most advanced AI in the world right now "an Anthropic model can give you a comparable quality answer to a Google model using half as many tokens - and each token is literally cost" "xAI has the lowest cost per token because they build data centers faster and at a lower cost than everyone, and they run GPUs at a higher utilization" Tesla board member Antonio Gracias: "Tesla actually is today the most advanced AI in the world - it does the most complex thing a human does, drive a car" bookmark & watch the full conversation ↓

Gavin Baker: "Anthropic is roughly four times more capital efficient than OpenAI - they're growing really fast and they're not burning that much cash" this is him explaining why he thinks token efficiency decides who wins, why xAI has the lowest cost per token of anyone, and what a Tesla board member says is actually the most advanced AI in the world right now "an Anthropic model can give you a comparable quality answer to a Google model using half as many tokens - and each token is literally cost" "xAI has the lowest cost per token because they build data centers faster and at a lower cost than everyone, and they run GPUs at a higher utilization" Tesla board member Antonio Gracias: "Tesla actually is today the most advanced AI in the world - it does the most complex thing a human does, drive a car" bookmark & watch the full conversation ↓

Сarm1ne

128,347 次观看 • 28 天前

ARK: SPACEX IS NO LONGER A ROCKET COMPANY After the largest IPO in history, the pitch to investors was about AI, not rockets: - SpaceX now tells investors more than 90% of its future market is AI, not space, after acquiring Elon Musk's xAI, its Grok models, and two of the most powerful data centers on Earth - The strategy is vertical integration: own the launch, the data centers, and the AI, with compute already rented to customers like Anthropic, Google, and Reflection AI - ARK estimates that at scale, sub $100 per kilogram launch costs make orbital data centers 25% cheaper to build than on the ground, in constant sunlight with nearly free energy

ARK: SPACEX IS NO LONGER A ROCKET COMPANY After the largest IPO in history, the pitch to investors was about AI, not rockets: - SpaceX now tells investors more than 90% of its future market is AI, not space, after acquiring Elon Musk's xAI, its Grok models, and two of the most powerful data centers on Earth - The strategy is vertical integration: own the launch, the data centers, and the AI, with compute already rented to customers like Anthropic, Google, and Reflection AI - ARK estimates that at scale, sub $100 per kilogram launch costs make orbital data centers 25% cheaper to build than on the ground, in constant sunlight with nearly free energy

Ark Invest Tracker

38,824 次观看 • 1 个月前

The future of Florida is at stake: Do you want a state that is bought and payed for by AIPAC? Do you want more AI Data centers, more overdevelopment?

The future of Florida is at stake: Do you want a state that is bought and payed for by AIPAC? Do you want more AI Data centers, more overdevelopment?

James Fishback

24,556 次观看 • 5 个月前

JUST IN: Cathie Wood says Tesla and SpaceX will "ultimately combine" into what she calls the most powerful AI company in the world. The ARK Invest CEO sees "multi-trillion dollar opportunities" across robotaxis, orbital data centers, Optimus robotics, and what was xAI now building frontier models as SpaceX AI.

JUST IN: Cathie Wood says Tesla and SpaceX will "ultimately combine" into what she calls the most powerful AI company in the world. The ARK Invest CEO sees "multi-trillion dollar opportunities" across robotaxis, orbital data centers, Optimus robotics, and what was xAI now building frontier models as SpaceX AI.

Coin Bureau

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🇺🇸 GOV. ABBOTT: TEXAS WILL BE THE CENTERPIECE FOR GOOGLE AI DATA CENTERS "Understand, when this project is complete, Google is not going to have a larger AI data center footprint in any other state in the United States, and as I understand, more so than any other country in the entire world. Texas will be the centerpiece for AI data centers for Google." Source: Steven Dial Greg Abbott

🇺🇸 GOV. ABBOTT: TEXAS WILL BE THE CENTERPIECE FOR GOOGLE AI DATA CENTERS "Understand, when this project is complete, Google is not going to have a larger AI data center footprint in any other state in the United States, and as I understand, more so than any other country in the entire world. Texas will be the centerpiece for AI data centers for Google." Source: Steven Dial Greg Abbott

Mario Nawfal

35,335 次观看 • 9 个月前

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

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Leonardo

108,766 次观看 • 2 年前

Fascinated by the idea becoming popular on the left rn that China’s AI boom and hyperscale AI data centers are amazing and good (bc they use closed loop cooling??), but the U.S. AI boom/data centers here are evil and bad and must be stopped at all cost.

Fascinated by the idea becoming popular on the left rn that China’s AI boom and hyperscale AI data centers are amazing and good (bc they use closed loop cooling??), but the U.S. AI boom/data centers here are evil and bad and must be stopped at all cost.

Taylor Lorenz

82,000 次观看 • 17 天前

.President Donald J. Trump on data centers: "If you pick the right location, what it means for a community is jobs and lots of money and lower taxes. The data centers now are mandated by me that they build their own electricity, so they're not taking it from the grid."

.President Donald J. Trump on data centers: "If you pick the right location, what it means for a community is jobs and lots of money and lower taxes. The data centers now are mandated by me that they build their own electricity, so they're not taking it from the grid."

Rapid Response 47

757,144 次观看 • 5 天前

Yeah... SHARE THIS FAR AND WIDE... everyone needs to be aware of what is going on surrounding these data centers... humanity is truly at risk.... you think these tech lords are actually helping the earth?! well just look at DATA centers... and youll realise its the complete opposite..

Yeah... SHARE THIS FAR AND WIDE... everyone needs to be aware of what is going on surrounding these data centers... humanity is truly at risk.... you think these tech lords are actually helping the earth?! well just look at DATA centers... and youll realise its the complete opposite..

Trump Girl 🇺🇲🦅🇺🇲

31,938 次观看 • 3 个月前

The NAACP is suing xAI for environmental damage with their AI data centers and the courts are pursuing the case with prejudice. What does that mean for the future of AI data centers? Andrew Weissmann (weissmann11 on Threads/Insta)🌻 explains with Sarah Longwell in the latest episode of "Illegal News".

The NAACP is suing xAI for environmental damage with their AI data centers and the courts are pursuing the case with prejudice. What does that mean for the future of AI data centers? Andrew Weissmann (weissmann11 on Threads/Insta)🌻 explains with Sarah Longwell in the latest episode of "Illegal News".

The Bulwark

10,237 次观看 • 2 个月前

In this war the number one precision missile attacks were around data centers. So if you look at what was attempted by Iran, it was to knock out the data centers in various countries in addition to energy. So what do you need to fight tomorrow's war? Let's, let's say the Chinese wanna take over Singapore. That's pure AI. You're gonna use drones. We know that already. They're very effective, low cost. You're gonna take out data centers, chip manufacturing. When you start to think about investing, and that's what I'm thinking about, I hate warfare obviously, but what does this tell me? The country with the most capacity for data centers and AI, is going to win the wars in the future.

In this war the number one precision missile attacks were around data centers. So if you look at what was attempted by Iran, it was to knock out the data centers in various countries in addition to energy. So what do you need to fight tomorrow's war? Let's, let's say the Chinese wanna take over Singapore. That's pure AI. You're gonna use drones. We know that already. They're very effective, low cost. You're gonna take out data centers, chip manufacturing. When you start to think about investing, and that's what I'm thinking about, I hate warfare obviously, but what does this tell me? The country with the most capacity for data centers and AI, is going to win the wars in the future.

Kevin O'Leary aka Mr. Wonderful

26,616 次观看 • 4 个月前

America’s electricity demand is exploding. AI. Manufacturing. Data centers. If we want lower prices and energy dominance, we need more power — fast. Solar built with American materials and American jobs is part of that solution. Learn more at

America’s electricity demand is exploding. AI. Manufacturing. Data centers. If we want lower prices and energy dominance, we need more power — fast. Solar built with American materials and American jobs is part of that solution. Learn more at

Emily Saves America

17,436 次观看 • 5 个月前

The difference between a Harvard Business School student and a Founder. HBS STUDENT: Lists all the reasons AI Space Compute is hard. FOUNDER: “ I don't disagree with you that building data centers in space is hard. Building data centers in space is extremely hard. . . If you think [demand] is going to double in the next three years - demand for energy from just data centers - and then double in the next three years after that, and then double in the next three years after that, then: We don’t have a choice. We literally have to put data centers in space. So we have to figure this stuff out.” Philip Johnston Starcloud Founders solve problems. Founders KNOW it will be HARD and do it anyway because it simply NEEDS TO BE DONE. That is founder mindset - and that mindset is what Harvard Business School can’t teach.

The difference between a Harvard Business School student and a Founder. HBS STUDENT: Lists all the reasons AI Space Compute is hard. FOUNDER: “ I don't disagree with you that building data centers in space is hard. Building data centers in space is extremely hard. . . If you think [demand] is going to double in the next three years - demand for energy from just data centers - and then double in the next three years after that, and then double in the next three years after that, then: We don’t have a choice. We literally have to put data centers in space. So we have to figure this stuff out.” Philip Johnston Starcloud Founders solve problems. Founders KNOW it will be HARD and do it anyway because it simply NEEDS TO BE DONE. That is founder mindset - and that mindset is what Harvard Business School can’t teach.

Amy

19,909 次观看 • 6 个月前

"The most important thing in the next 3-4 years is data centers in space. In every way, data centers in space, from a first principles perspective, are superior to data centers on earth. In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, which results in six times more irradiance than on Earth. So you don't need a battery. The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite. The only thing faster than a laser going through a fiber optic cable is a laser going through absolute vacuum. Link satellites with lasers, and you have a faster and more coherent network than any data center on Earth."

"The most important thing in the next 3-4 years is data centers in space. In every way, data centers in space, from a first principles perspective, are superior to data centers on earth. In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, which results in six times more irradiance than on Earth. So you don't need a battery. The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite. The only thing faster than a laser going through a fiber optic cable is a laser going through absolute vacuum. Link satellites with lasers, and you have a faster and more coherent network than any data center on Earth."

Patrick OShaughnessy

8,215,427 次观看 • 8 个月前

Brett Meiselas on opposition to AI data centers: "It is really the clearest and most physical representation right now of the class divide in our country, of what billionaires are doing and what billionaires want to force on the people, and what the people actually want."

Brett Meiselas on opposition to AI data centers: "It is really the clearest and most physical representation right now of the class divide in our country, of what billionaires are doing and what billionaires want to force on the people, and what the people actually want."

MeidasClips

16,686 次观看 • 1 个月前

Chamath Palihapitiya on the Tesla-SpaceX merger: "I still don't like the fact that Tesla's over here - and as I've told you, that will get merged in. that thing will look very cheap in a few years" this is him and Gavin Baker explaining how you underwrite SpaceX at $2 trillion, why it builds data centers faster than anyone alive, and what happened when Elon let a company nobody believed in onto Colossus "their first data center took 122 days. the second took 91. the third was 66 - they build data centers dramatically faster than anyone else at a lower cost, and GPUs get allocated to whoever can plug them in, turn them on, and start converting electrons into tokens" "Anthropic is paying $1.25 billion a month to rent Colossus - in other words they added a Starlink in terms of revenue" "Cursor was dead in the water on compute, falling far behind Codex, Google and Anthropic - then Elon let them on Colossus, and three weeks later their model was Pareto dominant" "last year it did 18, 19 billion, it'll probably do 25 to 30 this year, next year 40 to 45, and the year after that it doubles again - so now I'm buying it at 20 times revenue" bookmark & watch the full conversation ↓

Chamath Palihapitiya on the Tesla-SpaceX merger: "I still don't like the fact that Tesla's over here - and as I've told you, that will get merged in. that thing will look very cheap in a few years" this is him and Gavin Baker explaining how you underwrite SpaceX at $2 trillion, why it builds data centers faster than anyone alive, and what happened when Elon let a company nobody believed in onto Colossus "their first data center took 122 days. the second took 91. the third was 66 - they build data centers dramatically faster than anyone else at a lower cost, and GPUs get allocated to whoever can plug them in, turn them on, and start converting electrons into tokens" "Anthropic is paying $1.25 billion a month to rent Colossus - in other words they added a Starlink in terms of revenue" "Cursor was dead in the water on compute, falling far behind Codex, Google and Anthropic - then Elon let them on Colossus, and three weeks later their model was Pareto dominant" "last year it did 18, 19 billion, it'll probably do 25 to 30 this year, next year 40 to 45, and the year after that it doubles again - so now I'm buying it at 20 times revenue" bookmark & watch the full conversation ↓

Сarm1ne

176,651 次观看 • 20 天前

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."

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

I ask myself, “What do I buy that is really the picks and shovels? And what do I buy that is actually a direct ownership of the tech equivalent to, let's say a stable coin or Bitcoin itself?" My conclusion has been if I wanna play the long-term, the next five years or even 10 years in AI, I need to own data centers. I need to own real estate where data centers are built. I need to own power contracts that power the data centers. I've seen this movie so many times before, once you convinced as an investor that this is gonna be here for a while.

I ask myself, “What do I buy that is really the picks and shovels? And what do I buy that is actually a direct ownership of the tech equivalent to, let's say a stable coin or Bitcoin itself?" My conclusion has been if I wanna play the long-term, the next five years or even 10 years in AI, I need to own data centers. I need to own real estate where data centers are built. I need to own power contracts that power the data centers. I've seen this movie so many times before, once you convinced as an investor that this is gonna be here for a while.

Kevin O'Leary aka Mr. Wonderful

45,121 次观看 • 1 年前