Rose Mary (ai/tech)

Latest in AI + Tech. Scaling GTM & AI infra. Full-time operator @ unitytech, part-time shitposter. DM for Promos

[Rose Mary (ai/tech) @Rose_MaryIRL]

Michael Dell says Elon Musk is the most demanding customer on Earth, and Dell built half of Colossus in about six weeks:

MIMS: "Dell did half of the servers in the Colossus One AI supercomputer. I think that was a record fast build. It was like six weeks or something."

DELL: "Elon is probably the most demanding customer. No, he's definitely the most demanding customer there is."

MIMS: "Was there a bonus involved?"

DELL: "I don't know that there was a bonus involved, but they have rewarded us with additional business because we've done a great job."

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[Rose Mary (ai/tech) @Rose_MaryIRL]

Snoop Dogg got 1 billion streams on Spotify. When he asked what it paid, the answer was under $45,000:

"They just sent me some shit from Spotify where I got a billion streams, right? My publisher hit me. I said, 'Break that down. How much money is that?'"

"That shit wasn't even $45,000."

"You got to get a billion streams to get 45,000."

Spotify says a billion streams pays out somewhere between $3 million and $5 million. About 80% of that goes to the recording side, which usually means the label, not the artist.

One of the biggest rappers alive. 30 years in the game. Less than 1.5% of the money.

So he bought Death Row Records, the label that made him famous, and now owns the catalog himself.

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[Rose Mary (ai/tech) @Rose_MaryIRL]

Elon Musk says Tesla is building an "Optimus academy" where tens of thousands of robots teach themselves:

Asked how a robot can learn without the millions of hours of driving data Tesla had for its cars:

"We'll soon have like 10 million cars on the road. It's hard to duplicate that massive training flywheel."

"For the robot, what we're gonna need to do is build a lot of robots and put them in kind of like an Optimus academy so they can do self-play in reality. So we're actually building that out."

"We'll have at least ten thousand Optimus robots, maybe twenty or thirty thousand, that are doing self-play and testing different tasks."

"Tesla has quite a good, like a physics accurate reality generator that we made for the cars. We'll do the same thing for the robots."

"So you have a few tens of thousands of humanoid robots doing different tasks, and then you can do millions of simulated robots in the simulated world, and you use the tens of thousands of robots in the real world to close the simulation to reality gap."

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[Rose Mary (ai/tech) @Rose_MaryIRL]

Elon Musk explains the meeting rule he uses so no one can hide the truth from him:

"I have these very detailed engineering reviews weekly. That's maybe a very unusual level of granularity."

"I don't know anyone who runs a company, or at least a manufacturing company, that goes into the level of detail that I go into."

"I'm a big believer in skip-level meetings. Instead of having the person that reports to me say things, it's everyone that reports to them says something in the technical review."

"And there can't be advanced preparation. So otherwise you're gonna get glazed, as they say these days."

How does he stop people from preparing?

"Just go around the room. Everyone provides an update."

Most CEOs hear what their VPs want them to hear. Elon goes one level down and asks cold.

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[Rose Mary (ai/tech) @Rose_MaryIRL]

Elon Musk just showed off a Tesla Roadster that flies like a rocket, and he says you'll be able to own one:

"The car has obviously attitude control thrusters and main thrusters in the rear, so it can basically fly like a rocket."

"It could do rolls, it could do like crazy gymnastics, whatever you want really."

"Now I should say that this is not necessarily a safety optimized car. But it takes the fun meter to eleven out of ten."

"This will be an actual car that's on the roads. I'm not sure it's necessarily legal in all jurisdictions, but there will be such a car that someone can own."

"It's gonna be pretty wild that you can have a rocket car."

No special fuel either:

"The car can recharge its air tank. So it's not like you need special propellant or anything like that."

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[Rose Mary (ai/tech) @Rose_MaryIRL]

Marc Andreessen explains how Elon Musk does 120 design reviews in a single day:

"He does a day a week at each of his companies, and he'll do like a twelve, fourteen-hour stretch where he'll do design reviews."

"He does it with five minutes per engineer. He can do twelve design reviews an hour. And then he does it ten hours a day. So Elon will do a hundred and twenty design reviews in the course of a day."

"If it's going great, that's great. If it's not going, what's the problem? And is that the production bottleneck?"

"And if it is the production bottleneck, then that's the thing that he then fixes, and then that's when he's there from whatever, eight o'clock till 2 AM, working with that engineer to fix that problem."

"The cycle time is just so much faster than anybody running in a traditional method. It's like four hours versus six months."

Someone Andreessen knows went to work at SpaceX and described it as "being dropped into a zone of shocking competence."

"If they're not, Elon sniffs it out and fires them."

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[Rose Mary (ai/tech) @Rose_MaryIRL]

Revolut CEO Nik Storonsky says only 2 of the 140 startups he shared an office with survived 10 years, and they had one habit in common:

"In many cases in US, it's not that competitive."

"Europe is even less competitive."

"China is competitive. China is 9-9-6, right? And then even if you are good in Europe or even if you are good in US, how can you out-compete the people who work 9 to 9, six days a week? Plus they have very good education, technical education, so it's very hard."

"When I started, I started in co-working space with 140 companies. Within five years' time, only three companies survived. They all worked on the weekends."

"Within ten years, only two companies survived out of 140."

"So I think working weekends is a must if you want to survive. Purely statistically."

Revolut is now one of the most valuable fintech companies in the world.

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[Rose Mary (ai/tech) @Rose_MaryIRL]

Neuralink's president says 80 to 90% of what slows a project down is made up:

"It's not really some arbitrary management tactics, but it's really used as a rigorous engineering and first principle."

"We have this concept called all green light schedule. If every single light is green, there's no administrative burdens or delays or no shipping delays or risk or no legacy bottlenecks, how fast can you build it?"

"It turns out, I don't know what the right number is, but at least 80-90% of it is things that you think are the way it is, just because you don't really think about it from that perspective."

— DJ Seo on Elon Musk's deadlines

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[Rose Mary (ai/tech) @Rose_MaryIRL]

An a16z partner asked the Cursor CEO if he was scared of Claude Code. His answer:

"Look, we are going after the biggest market in the world. There's going to be competitors. In fact, there's been a rotating cast of characters from the very beginning. Microsoft Copilot was the first one. Claude Code is one of a rotating set of characters."

"We think in big markets, you're always going to have formidable competitors. That does not scare us."

Sarah Wang: "It's humility mixed with bravado, and I just think that is kind of the winning combo when you're going after these juggernauts."

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[Rose Mary (ai/tech) @Rose_MaryIRL]

Elon Musk says SpaceX can bring power online 12 to 18 months faster than anyone else, thanks to its rocket engine shop:

"SpaceX already has a very advanced castings capability that was developed for rocket engines. I think actually the most advanced casting capability on Earth."

"When we talk to the turbine suppliers, they tell us that the blades and vanes are 12 to 18 months behind the rest of the turbine."

"So that means that we can bring power online 12 to 18 months faster than anyone else."

"Unless someone else is building an advanced casting shop, they will be unable to compete with SpaceX in this regard."

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[Rose Mary (ai/tech) @Rose_MaryIRL]

An a16z partner asked the Cursor CEO if he was scared of Claude Code. His answer:

"Look, we are going after the biggest market in the world. There's going to be competitors. In fact, there's been a rotating cast of characters from the very beginning. Microsoft Copilot was the first one. Claude Code is one of a rotating set of characters."

"We think in big markets, you're always going to have formidable competitors. That does not scare us."

Sarah Wang: "It's humility mixed with bravado, and I just think that is kind of the winning combo when you're going after these juggernauts."

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[Rose Mary (ai/tech) @Rose_MaryIRL]

Michael Dell says Elon Musk is the most demanding customer on Earth, and Dell built half of Colossus in about six weeks:

MIMS: "Dell did half of the servers in the Colossus One AI supercomputer. I think that was a record fast build. It was like six weeks or something."

DELL: "Elon is probably the most demanding customer. No, he's definitely the most demanding customer there is."

MIMS: "Was there a bonus involved?"

DELL: "I don't know that there was a bonus involved, but they have rewarded us with additional business because we've done a great job."

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[AI Evolution @AiEvolutio58513]

Here's how Elon Musk fixed Starlink when it was failing:

"Starlink was a mess. It was 10X too expensive and they were building 1/10 of how many they needed."

"Elon's like I've had it. This is now the bottleneck. I'm fixing this."

He flew a team of engineers he trusted to Seattle.

"They fire the entire Starlink leadership team."

Then they sat in a war room and ran his algorithm on every part of the satellite:

What are the first principles of satellite design?
How simple can we make this thing?
Why does this exist?
Why do we need this much energy?
Why do we need this manufacturing process?

"And over the course of a few months they make a two order of magnitude leap."

"These people had never encountered this design before, but just by applying the algorithm and working with maniacal urgency towards this extremely high design bar, they created this product that's now, if it was a standalone business, would be worth tens of billions of dollars or more."

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[Rose Mary (ai/tech) @Rose_MaryIRL]

Elon Musk says your Tesla will earn money for you like a spare room on Airbnb:

"Think of Tesla like some combination of Airbnb and Uber. There'll be some number of cars that Tesla owns itself and operates in the fleet, and then there'll be a bunch of cars owned by the end user."

"That end user can add or subtract their car from the fleet whenever they want. They can decide if they only want the car to be used by friends and family, by five-star users, or by anyone at any time."

"They could have the car come back to them and be exclusively theirs, like an Airbnb. You could rent out your guest room or not anytime you want."

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[Rose Mary (ai/tech) @Rose_MaryIRL]

Dario Amodei wants AI labs to slow down. China just made that a free download.

Two days before his essay, DeepSeek put V4.1 Flash on Hugging Face under an MIT license. Anyone can use it, change it and sell it.

On its own model card it beats GPT-5.6 Sol and Claude Opus 5 on four of the five hardest agent tests, including CyberGym, the cybersecurity one.

OpenAI charges $10 per million input tokens for GPT-6 Astra. DeepSeek charges 15 cents.

A speed limit only binds companies that can be sued in an American court. Everyone else just downloads.

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[Rose Mary (ai/tech) @Rose_MaryIRL]

The world's richest man is living in an Airstream trailer in Memphis.

SpaceX COO Gwynne Shotwell:

"This is Elon, by the way, doing what people don't believe he does. He sleeps on the factory floor. He's in Memphis helping build buildings and bring up Colossus II."

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[Rose Mary (ai/tech) @Rose_MaryIRL]

Jeff Bezos says everyone worried about AI taking their job has it backwards:

"I know there's a lot of concern that many smart people have, that AI is going to make humans redundant. I totally disagree with this point of view."

"In fact, AI is going to create a labor shortage … We have an endless set of things to invent."

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[Rose Mary (ai/tech) @Rose_MaryIRL]

Elon Musk reveals the one interview question he uses to catch people lying about their work:

"I really just ask them to tell me the story of their career, what are some of the tougher problems they dealt with, how they dealt with those, and how they made decisions at key transition points."

"The person who actually had to struggle with the problem, they really understand it. They don't forget. You can ask them very detailed questions about it and they will know the answer."

"The person who was not truly responsible for that accomplishment will not know the details."

On degrees: "There's no need to have a college degree at all. Or even high school."

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[Rose Mary (ai/tech) @Rose_MaryIRL]

Arista's Andy Bechtolsheim says AI has made demand for the cables inside data centers 10x bigger in five years, and it's only the beginning:

"AI has been driving this incredible increase in demand for high-speed optics, which is probably now 10 times bigger than it used to be five years ago."

"We're not at the end of this journey, but rather the very beginning. There's easily another order of magnitude increase in bits needed for the next generation kind of data centers."

"We as an industry have to get together to solve these problems of this very rapid and high demand growth as fast as possible, since AI can't wait."

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[Rose Mary (ai/tech) @Rose_MaryIRL]

Lex Fridman asked the creator of Ruby on Rails if programmers may be worse at AI coding than people who can't code.

David Heinemeier Hansson's answer: 100%.

Once AI writes the code, knowing how to write a loop stops being the rare skill.

What matters is knowing what the product should do, who it's for, and what to cut.

A programmer tells the agent exactly how to solve it. Someone with taste describes the result and lets the agent find the route.

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