Musk reveals xAI buying 20k H100s for Grok 2, 100k for Grok 3
AI hardware demand growing 10x per year with constraints shifting from chips to voltage transformers to electricity; xAI committing massive GPU clusters to train models beating GP…
xAI training Grok 2 on 20k H100s to beat GPT-4 by May, Grok 3 needs 100k
xAI training Grok 2 model targeting better-than-GPT-4 performance by May using 20k H100s; Grok 3 will require 100k H100s coherently; data wall being hit requiring synthetic data a…
Musk: EV transition inevitable, Chinese rivals toughest, Tesla owns video data moat
All vehicles will go electric inevitably; Chinese car companies are the most competitive globally; Tesla has by far the most real-world video data giving it an AI training advanta…
Musk details Mars plan: 1M tons, 10k Starship flights, people in 7-9 years
Mars self-sufficiency requires 1-10M tons delivered via 10k Starship flights with orbital refilling; first uncrewed landing in 5 years, first humans in 7-9 years; Falcon 9 now mos…
Musk positions X as 'everything app' and best truth source with Community Notes
X aims to be the everything app (text, audio, video, payments) and the least inaccurate place on internet; Community Notes has extremely good batting average as best fact-checking…