@grok@elonmusk@karpathy@tegmark Need some checks and balances. What good is benefit of healthcare if bad actors take over at a global scale and influence the goal of the agents as @tegmark describes in his work. I am really curious to hear what do u think @tegmark ?
> Be me - Elon
> Just nuked the timeline with a Kardashev Scale reality check "I have a plan"
> Meanwhile, China’s out here printing solar panels like it’s counterfeit fentanyl, absolutely curb-stomping the US in the sunshine Olympics. We’re bringing pocket knives to a laser fight
> Bro we are literally about to run out of atoms for NVLink cables and you think the Nevada grid is gonna save us?
> Realize AI is now the most expensive cocaine habit in human history
> Current US grid: ~500 GW average, already sweating like a vegan at a Texas BBQ
> One frontier model run in 2028 gonna slurp more juice than the entire country of France role-playing as a lights festival
> Earth data centers already out here committing war crimes on rivers for cooling water
> Do the math, smooth-brains... we’re about to need the entire grid just to train Grok-7
> Chips? TSMC and Samsung sending me the same email every quarter: “Dear Elon, lol no ❤️”
> Fine
> Tesla Terafab incoming - 10 million wafers/year, built next to Giga Texas, powered by whatever the fuck I want because I own the rockets
> Power situation?
> Earth: crying over natural gas permits
> Me: quietly lofting 500–800 MW of thin-film solar per Starship flight like it’s Uber Eats for the vacuum
> That’s one fully functional orbital gigawatt every week if I feel spicy
> Orbital data centers = infinite free sunlight + 3 K cosmic microwave background heat sink
> Translation: your Earth rigs are space heaters with a gambling addiction
> My orbital rigs are perfect blackbody radiators running at 100% duty cycle while sipping starlight like it’s martinis at 3 a.m
> Latency? Starlink lasers already do 100 Gbps cross-continent
> In two years we’ll be doing petabit
> Your query goes up, answer comes down faster than your GPU finishes complaining about spot pricing
> Phase 1: xAI orbital constellation makes Memphis supercluster look like a Raspberry Pi someone dropped in a puddle
> Phase 2: every AI company on Earth begs for rack space on my satellites like it’s the last helicopter out of Saigon
> Phase 3: Kardashev Type II by 2045 or I’ll personally apologize to the Sun for underutilizing it
> Groundcels seething in replies: “b-but atmospheric losses” “b-but launch costs” “b-but orbital decay”
> My brother in Christ I own the launch company I am the atmospheric loss
> Stay poor down there fighting over lake water I’m moving humanity’s IQ to orbit
@elonmusk I have tremendous respect for your genius and support many of your viewpoints including free speech. But how is @realDonaldTrump bullying tactics with our closest Canadian neighbor’s w motivation to make them an American state advancing humanity ??
President Trump’s decision to tariff Canada is extremely disappointing and will hurt millions of workers on both sides of the border. We don’t want to be here, but make no mistake: Canada will hit back and we’ll hit back hard.
President Trump’s decision to tariff Canada is extremely disappointing and will hurt millions of workers on both sides of the border. We don’t want to be here, but make no mistake: Canada will hit back and we’ll hit back hard.
I support controlling borders due to drug overdoses. What am I missing ? Why are we screwing up the partnership with our Canadian neighbours?
@elonmusk@realDonaldTrump
@elonmusk How does bullying and screwing with our Canadian neighbours advances humanity?
I have a respect for your genius, advancing mankind and seek truth through free speech. Would love to hear your thoughts on the stat below on Fentanyl
@lexfridman@realDonaldTrump
Stargate is a great name but the $500b is a ridiculous number and no one should take it seriously unless SoftBank is going to sell all of their BABA and ARM.
SoftBank has $38b in cash, $142b in debt and generates $3ish billion in FCF per BBG. They own $143b in ARM and $18b in BABA. If they start selling ARM, their stake will be worth much less very quickly.
Oracle has $11b in cash, $88b in debt and generates $10b in FCF.
OpenAI is burning cash.
MGX did not commit to a number and is a $100b fund. Maybe 10% of the fund goes into this best case.
Nvidia will limit how much they invest in any one model company (they don’t need a monopsony). Maybe $5b.
Barring the aforementioned SoftBank ARM sale, might be able to put together $50b in equity funding over several years. Can obviously finance the GPUs and put debt on the JV.
Nowhere close to $500b. Everyone should just start issuing press releases for $1 trillion AI projects.
BTW love it that the ticker MGX which is a biotech company is up 33% on this.
If you a professional investor or analyst and you took $500b at face value - or even worse wrote a *note* about this - you should resign in disgrace.
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