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Well given dual class shares in SpaceX Elon will get full control of Tesla for free aside from all other benefits ...

Not sure why this didn't occur to me earlier. It's always been the play, and it's probably ALSO why many Tesla investors went along with this IPO. It gets him control of Tesla again without paying him all those shares and without the lawsuits (though if I'm honest any decent anti-trust regulator would prevent it so this will likely need to happen in the next two years (while little to no competent governance is allowed)

it is crazy

why did we switch to per minute? A modern quality enterprise SSD can do 35K +/- legit fsyncs per second.

Gives bigger numbers. But I agree per second is more honest.

You don't need LLM for that. You make _all_ projects low-stakes by working on green field project using (insert buzzword soup of the day) and leaving for a new green field opportunity (that requires experience with buzzword soup of the day) before the project ships.

No, what you’re describing still requires you to do some actual work, and also, while you work there, there is still some level of accountability. A much, much better grift is coaching.

Like, an AI coaching session for executives at the yearly executive retreat. You show up, spend a few hours going through some nonsense slides ChatGPT put together for you, you charge an eye watering fee for it, HR or whoever organizes it will gladly pay for it because it will make them look all cutting edge in front of the CEO, by the next day everyone will forget about it. No accountability at all!


In the LLM world you never get a chance to get paid to work on those greenfield projects because the person with the idea is churning the prototyping and discovery work themselves.

If you want to get paid to work on software, you get involved after its found success and the stakes get higher.

(Which assumes there are still significant areas where economies of scale reward that vs everybody just having their own DIY version of everything.)


Or economies of liability and buck passing. I suspect managers and businesses will still want to be in the game of "not my fault, supplier is working on it, we can sue them if they don't meet SLA".

You've got to be the person with the idea. I'm currently doing that. I spent the past year working on a frustrating project where everybody else did everything wrong, so now I'm building it on my own, hoping to sell it to them. (No idea if that will work)

Basically xAI is pulling a Palantir. They try to reposition datacenter capacity lease revenue to have a multiplier of fast growing frontier lab.

Where did you get 2-3B from? Colosus 2 GPU's alone were 18B Total cost including construction, power and water treatment facility might be close to 25-30B.

I'm not OP but that was the cost of the initial facility if I remember correctly when it was first up and running, what you're describing I believe is the full cost after all expansions/etc

Anthropic has made $330 billion in compute and chip commitments between Google, Amazon, and Microsoft, another $30 billion with CoreWeave and another $15 billion with SpaceX. To pay for this compute, Anthropic must meet its projected revenue of $174 billion a year by 2029. Anthropic has raised $95 billion across rounds in February, April (from Google and Amazon), and May. These funds will be insufficient to cover Anthropic’s costs, as will Anthropic’s cash flow, meaning that it will have to raise at least another $200 billion in the next year.

How people take this seriously? Anthropic is at 45B ARR S-1 shows inference margin climbed to 70% (obviously could drop) So where that 200B number is coming from ?


Anthropic's S-1 is not public yet

That wasn't an S1 and we have zero idea what GAAP compliant numbers for Anthropic or OpenAI would look like

None is using grok so they are renting out unused capacity

They know allocation they have from TSMC for TPUs production they know allocation they have from Nvidia they see demand curve.

Most instances I've seen people paying for cloudflare main motivator was load balancing or DDOS protection. Obviously anecdotal ...

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