>be Elon Musk
>build Colossus 1 in 122 days
>jensen calls it “superhuman”
>train Grok 4, ship it
>move frontier training to Colossus 2
>Colossus 1 now legacy fleet 11% utilization
>$8B of silicon eating itself on the balance sheet
>phone rings
>it’s Anthropic
>the “evil” one
>“hi we need inference capacity for claude”
>“amazon trainium isn’t ready”
>“google tpu allocation capped”
>“can we please lease your old fleet”
>kek
>negotiate them down hard
>no leverage on their side
>$4B/yr, 220k GPUs, full facility
>dario says yes
>cash margin 87% against hoppers at peak
>pledge the lease payments as collateral
>borrow $20B against it
>off-balance-sheet
>deploy capital into Colossus 3 buildout
>train Grok 5 on claude subscription revenue
>they’re also interested in orbital compute
>multi-GW
SpaceXAI WON.