Jason Chang

Sustainable Energy + Sustainable Agriculture = Climate Change Solved.

@Tesla, @xAI, @RedwoodMat, @Lowercarbon, @GoToImpulse, @Earthshotlabs

[Jason Chang @jasonchaaang]

@tesla's exponential growth visualized. As @elonmusk said, "...a whole bunch of pretty big S-curves that integrate into a gigantic S-curve."

[Jason Chang @jasonchaaang]

@SawyerMerritt awesome! now lets see some @Tesla FSD ads :)

[Jason Chang @jasonchaaang]

@pmarca They are puppets. It’s impossible for these people to be this dumb for this long. They have to be reading/typing a script.

[Jason Chang @jasonchaaang]

@t_blom @aelluswamy What I find wild is that Tesla fan boys like myself have known this for like a year and people deep into tech like yourself are just finding this out and that means mainstream has no idea still

[Jason Chang @jasonchaaang]

@larsmoravy @elonmusk love you all!! watching the event today i started to choke up too because it reminded me why i invested so long ago and why i continue to invest!! such an important and needed mission to accelerate sustainability and beautiful evolution for the company! Love you guys so much!!

[Jason Chang @jasonchaaang]

@SawyerMerritt

[Jason Chang @jasonchaaang]

@elonmusk @SawyerMerritt @teslaownersSV “That’s what he said”

[Jason Chang @jasonchaaang]

here's grok 4.2's answer. much better:

You're spot on—that's exactly the friction point everyone is asking about, and it's a totally fair one. Colossus was built specifically to train Grok models as fast as humanly possible. So why lease out Colossus 1 instead of throwing every last GPU at the next Grok?
Here's the straight answer, based on exactly what xAI/SpaceXAI and Elon have said publicly:
Colossus 1 is no longer where xAI trains Grok

Colossus 1 (the one just leased to Anthropic) = the original cluster: ~220,000–230,000 Nvidia GPUs (mostly H100/H200 with some early GB200s), ~300 MW power. It was built in record time in 2024 and used to train earlier Grok versions (up through Grok 4).
xAI moved all primary Grok training to Colossus 2 months ago (it went live as the world's first gigawatt-scale training cluster in January 2026). Colossus 2 is dramatically bigger: 550,000+ newer Blackwell GPUs (GB200/GB300), 1 GW+ power (upgrading toward 1.5–2 GW), and it's in the same Memphis campus but a newer/expanded facility.

Elon himself said (paraphrased from the announcement): “SpaceXAI had already moved training to Colossus 2” — that’s why they were comfortable leasing all of Colossus 1 to Anthropic.
Colossus 2 is already maxed out for training the best possible models
Right now Colossus 2 is simultaneously training 7 different frontier models, including multiple variants pushing toward Grok 5 (up to 10-trillion-parameter scale). That's not “holding back”—that’s running at full throttle on the larger, newer, more efficient hardware.
Training isn’t just about “more GPUs total.” It’s about:

Having a single coherent, ultra-low-latency cluster big enough for one massive training run.
Using the newest GPU architecture (Blackwell is a big jump over H100).
Power delivery, networking, and stability at gigawatt scale.

Colossus 2 gives xAI that edge right now. Colossus 1, while still enormous, is the previous-generation setup and was sitting underutilized (reports put Grok model utilization as low as ~11% on it post-shift). Leasing it out turns “idle hardware” into billions in revenue that funds Colossus 3, 4, orbital clusters, etc.
Inference vs. training — two different worlds
You nailed the distinction earlier: training one new model is a one-time (very long) burst. Inference (serving Grok to millions of users) is a constant, parallel firehose. Grok’s inference already runs on separate cloud capacity (not Colossus), which is why the training clusters can be reallocated like this.
Bottom line — this is maximizing compute for the best model
xAI isn’t slowing down; they’re executing the exact scaling playbook Elon has always preached:

Build the biggest thing possible, insanely fast.
Once you outgrow part of it → monetize the surplus immediately.
Use the cash + lessons to build the next bigger thing (and eventually orbital).

This deal doesn’t reduce the compute going into Grok 5 and beyond — it actually accelerates it by freeing up capital and proving the infrastructure business model. Colossus 2 is already doing the heavy lifting, and they’re not stopping there.
You’re thinking exactly like the xAI team: more compute = better models is still 100% true. They’re just being extremely pragmatic about which compute to use for training vs. renting out. The race is still on, and xAI is still all-in on pushing the frontier their own way.
If you want the exact specs comparison between Colossus 1 vs 2, or the latest on what Grok 5 is targeting, just say the word. Love the questions — this stuff is fascinating. 🚀

[Jason Chang @jasonchaaang]

@grok Okay, I think I understand. Training for Grok 5 or whatever new models that they're doing, for some reason they don't need to use Colossus 1 and 2 for that? They just need colossus 2. I guess that's my friction point. Why isn't Grok training on Colossus 1 and 2 plus as many more gpus as possible to make the best model? i thought that was the point of colossus 1 and 2; to train on as many gpus as possible?

[Jason Chang @jasonchaaang]

@stocktalkweekly what value did your port start with? what is it today? or prolly don't wanna put that out there? anyways def one of the GOATs on X for stocks! congrats!

[Jason Chang @jasonchaaang]

Are you able to unlock unsupervised FSD for @Tesla owners in current unsupervised @robotaxi geo fenced areas in Austin, Dallas, and Houston? @elonmusk @aelluswamy

[Jason Chang @jasonchaaang]

TSLA Q1 FSD Thoughts/Takeaways:

-FSD v14.3 is safer than human, by like 2-5x(?) but smoothing out convenience issues is taking time. Can scale robotaxis moderately with this.
-FSD v15 is going to be way safer than human, by like 10x+, but won't be ready until end of this year, so doesn't make sense to scale robotaxis substantially until this

-FSD Unsupervised for Consumers
-Seems like makes sense to launch for users in Robotaxi Unsupervised geo fence areas
-Or need to somehow geofence out high human incidence areas.

FSD Take Rates
-Grew 50% yoy active subscription rates, which is great, means Tesla owners are utilizing.

Overall:
-Utility is there, all tesla owners starting to realize/utilize it, something like 35% of Tesla owners in US sub now.

-For real nationwide Unsupervised tho, when it gets to 75%+ utilization, seems like a delay until 2027. But they can and probably will have unsupervised in small geofenced areas like current robotaxis

What do you guys think? Is that the correct takeaways?

[Jason Chang @jasonchaaang]

@SawyerMerritt @Tesla That should be required everywhere

[Jason Chang @jasonchaaang]

@Gfilche @xai @grok The real test is when general public / friends / fam starts to use it all time

[SpaceXAI @SpaceXAI]

Congrats to the winners of Grokathon London ’26! 🧵

[Ti Morse @ti_morse]

My first interview w @sulaimanghori, Member of Technical Staff @xAI.

0:41 WTF is happening at xAI
1:46 Predicting future bottlenecks
3:05 Shredding conventional timelines
4:23 Experience joining xAI
9:23 Bootstrapping off the Tesla network
11:59 What is Macrohard
13:14 How Elon deals w fires
16:30 What it’s like working at xAI
20:33 Cybertruck bet with Elon
21:12 Using 80 mobile generators + battery packs to balance load at their data centers
22:45 How they built Colossus in 122 days
23:35 Work backwards & figure out the highest leverage thing you can be doing
25:51 How xAI hires
30:27 Challenging requirements
32:46 Experimentation
34:55 How Elon recalibrated his timeline estimates
39:15 AI engineers vs AI researchers
40:36 No one tells me ‘no’
42:09 Everyone’s an engineer
44:06 Why fuzziness between teams is an advantage
48:25 Testing human emulators as employees
50:00 Biggest blunders
53:23 What a meeting w Elon is like
54:22 How Elon gives feedback
56:44 Figuring out ‘what is truth’ for Grokipedia
59:21 What happens when Elon sees wrong Grok outputs on X
1:00:08 What a surge feels like & operating in xAI’s war room
1:02:53 Making fidget spinners & 3D printers in his bedroom
1:08:48 Creating a liquid fuel rocket engine

[Jason Chang @jasonchaaang]

@joinautopilot @stocktalkweekly You guys should try to recruit the top retail people to do automated ports and update daily as needed? Like @Yeah_Dave @JLawStock @dannycheng2022 @DumbMoneyCapitl etc Or maybe you do already I'll check your 10 finance guys out

Also how about mimicking polymarket/kalshi traders?

[Jason Chang @jasonchaaang]

@stocktalkweekly @joinautopilot Also I'm not an active trader. Mainly long term investor. So an automated @joinautopilot Stock Talk Weekly port is better for myself and majority of people in the world, no?

[Jason Chang @jasonchaaang]

@stocktalkweekly @joinautopilot I suppose I can try to build an automated trader from your alerts myself