J
@NewOpenMindset
加入 December 2011
62 正在关注 118 粉丝
Spot on. The core competency of SpaceX was never frontier model capabilities but computer power.
Elon’s original vision of an open, American AI was right.
He could still flip Grok to open source which could be checkmate.
Why?
If you flip Grok open source, you necessarily move all margins out of the model layer and down into the infrastructure (chips + CSPs) and above to apps.
He owns a massive data center build, owns next gen inference AI and owns the most used app (Cursor). So arguably he would make *more* margin by doing this. Then moving the DCs to space makes even more sense.
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