Things are not looking good for spacexai.
@elonmusk you need to lock the fuck in.
You’ve already built an extraordinary advantage in compute, infrastructure, robotics, and autonomous vehicles. But if openai and anthropic keep pulling ahead in frontier intelligence, that advantage could become a lot less valuable than you think.
You need the best ai researchers in the world. Nothing else matters more right now.
Interesting remarks Anthropic made in a meeting with the sell side:
- Anthropic has the stability and the better talent that open source lacks.
- The AI market is winner take all. As long as we execute properly, we will take all of it.
- The contract with SpaceX will not be extended beyond the middle of next year.
- Developing Opus 5.5 cost more than $10 billion.
spacexai and elon are seriously sleeping on cursor.
the opportunity in autonomous software engineering is so much bigger than grokbot.
i don’t understand why they’ve practically abandoned cursor instead of going after this market more aggressively.
i don’t see the gap between frontier and open-source models closing anytime soon. if anything, i expect it to keep widening.
anthropic and openai are investing enormous resources into research, and ai is increasingly helping accelerate that research itself.
unless something fundamentally changes, i think we’re going to see that gap grow considerably larger.
@elonmusk You really need to lock in on frontier ai.
You already have the compute, robotics, autonomous vehicles, and some of the most ambitious engineering teams in the world.
But none of that guarantees leadership if openai and anthropic keep pulling further ahead in intelligence.
The company building the most capable ai won’t just compete in chatbots. It’ll increasingly compete in software, research, engineering, and eventually the systems running entire industries.
You cannot afford to let that gap widen.
holy shit. ai is getting better at understanding the actual biological mechanisms behind disease.
google deepmind just dropped alphagenome 2, trained on over 107 million cell profiles across 68 tissues.
on a key immune-cell benchmark, it identified nearly twice as many causal genetic variants as its predecessor.
the implications for biological research are fucking enormous.
the idea that developers should deliberately avoid tools that make them more productive just to satisfy some arbitrary definition of human creativity is fucking absurd.
judge the game. not whether someone used ai to write a few lines of code.
Elon Musk: “I think AI and robotics are also the only way we’re going to solve our budget deficit, frankly, and not just go bankrupt as a country,
We just should be more optimistic. Not that I wasn’t an optimist, but I was maybe dwelling a little too much on the negative stuff
You don’t want to be complacent or just assume everything’s going to go well, but try to make it go well”
i fucking love dario.
he talks about the future of ai with so much passion, and he never seems afraid to say what he actually thinks.
it’s impossible not to get excited listening to him.
anthropic might be about to pull off one of the most absurd capital raises in tech history.
$90 billion, with demand reportedly far exceeding the shares available. we’re talking about enough money to fund entire industries.
absolutely fucking absurd.
Elon Musk: “Grok’s doing pretty well and in some metrics it’s the best. For example, it’s the best at predicting things, which is arguably the best metric for intelligence. The new Grok 4.20 is really, really good”
Anthropic keeps pushing the frontier. Google is finally delivering serious competition.
And openai is determined to launch everything except its next flagship model.
I really don’t understand the strategy here.
Some people look at these timelines and see the end of the world.
I look at them and see the possibility of scientific progress on a scale humanity has never experienced.
I’m so excited for what’s coming.
imagine telling someone five years ago that we’d be seriously discussing superhuman ai researchers arriving in 2027.
and now we’re here.
i fucking love this timeline.
we should accelerate ai progress as much as we possibly can.
imagine breakthroughs in medicine, physics, mathematics, energy, and every other field where human intelligence has been the bottleneck.
the possibilities are absolutely staggering.
WE ARE SO FUCKING BACK.
the prospect of ai systems accelerating their own research is one of the most exciting things i’ve ever witnessed.
i want to see what humanity can accomplish when intelligence is no longer the limiting factor.
we’re going to look back at 2026 as one of the most important years in the history of ai.
the progress we’ve witnessed in just the past few months has been absolutely ridiculous. and somehow, everything we’re hearing from the frontier labs suggests 2027 could make this year look relatively uneventful.
what a fucking time to be alive.
we’re watching ai move into mathematics, physics, biology, hardware design, and increasingly autonomous scientific research.
these are problems that have challenged some of the smartest humans alive.
and ai is only getting started.
i think the next few years are going to change our understanding of what’s possible.
This is genuinely so fucking stupid.
$5 billion in potential investment, blocked so we can preserve an abandoned shopping mall that’s been abandoned for over two decades.
And people are celebrating this???