X Freeze
@XFreeze
加入 July 2024
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For people who don’t know
SpaceX literally provides AI compute to Anthropic and Google
Anthropic pays $1.25 BILLION per month for access to Colossus compute
Google will pay close to $1 BILLION per month for access to roughly 110,000 GPUs
Elon is the basically the compute every frontier AI company wants….and yess nobody can compete with Elon at building a data center as fast as he can
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1. We will keep accelerating. Our AI efforts are only 3 years old, vs 6 and 10 years old for Anthropic and OpenAI. If our second derivative remains strong, SpaceX will reach pole position in about 6 months.
2. Once you far exceed the caliber of intelligence needed for a class of tasks, additional intelligence is pointless. You don’t need (and it would be cruel to put) Newton-level intelligence in your toaster!
3. Hardware is hard. Bringing massive compute online rapidly is incredibly difficult. SpaceX has demonstrated exceptional ability in this regard and will only get better.
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