The stupidity of these @Stanford students to take the greatest opportunity for equality in humanity ever and to really free humanity and go walk out on @google and @sundarpichai that's pioneered that. Biased, idiotic, short-sighted and very selfish. Selfish because they ignored the bottom 3 billion people on this planet that could benefit from AI and they are worried about their misinformed selfish self-interest.
https://t.co/EFg09aLgLQ
Google CEO, Sundar Pichai:
"Every engineer should have a team of agents. The skill isn't writing code anymore, it's orchestrating."
The devs who learn to run agent teams now have a huge privilege.
Watch the interview, then bookmark the exact setup below 👇
This idea was simple…
In a partnership with @ufc we would get the best fighters in the world training with the best cops in the world!
The American people WILL be protected.
-DKP🇺🇸
A reminder from Atomic Habits by James Clear:
“It doesn't make sense to continue wanting something if you're not willing to do what it takes to get it. If you don't want to live the lifestyle, then release yourself from the desire. To crave the result but not the process is to guarantee disappointment.”
@nakano_kabu last time it split was under similar situation - extraordinary stock price back in 94/95 and 2000! Its surprising management did not split the stock after March 2026. Probably due to the drop in the whole US stock markets in FEB-MAR prior to earnings due to ongoing-war
Anthropic has been publicly forced to bend the knee to the US government. The ban on Fable and Mythos reads like censorship, and the market will read it as the TAM of the frontier labs collapsing. Instead, I read this as the opposite, as an acceleration event...
The government MUST have first access, because this is The Great Game, the game of nations over the most powerful technology ever discovered, and a technological edge of 30 to 60 days is worth everything.
It's the same edge the labs already exploit internally. You build your next model with your unreleased frontier tech, never with the public one. That private head start is what keeps you accelerating ahead of the competition or at least in line with them.
The US needs that exact advantage now. Before the public, and before the Chinese open source models can copy it. They have no choice. They cannot allow their own technology to be turned against them.
What's being negotiated, in the usual outrageous, hard-ball Trump manner, is the new arrangement:
Anthropic and OpenAI are free market operators and state vassals at the same time. Nobody wants to curtail their growth. The Gov just wants to be Customer Number 1 with privileged access.
This is the East India Company all over again. A private enterprise left free to grow rich and dominant, granted protection and a clear run by the state, on the unspoken condition that it serves the crown's strategic interests first. That charter was the price of the monopoly.
It also sends a message to China and everyone else that US AI is now so advanced the state itself has to control it. They won't, not yet anyway. They just want privileged access, the rest is posturing.
And Anthropic will bend the knee, very soon...
The hidden outcome is the one that matters. The AI firms are now near-explicitly too big to fail, which means the debt funding the capex buildout comes with an implicit state guarantee.
That accelerates the build-out of intelligence. It doesn't curtail it...
Open source accelerates too, because going open ensures no state can intervene in the model itself. Though the same Great Game rules apply there, and the Chinese state will take its own privileged access first.
So the market may wobble, convinced the TAM of AI just collapsed.
The real outcome is an acceleration of intelligence, and a Super Cycle that keeps running.
You are smarter than this Ro. Imagine if Bernie had taxed @elonmusk 100% on his PayPal capital gains. We would have no @Tesla or @SpaceX - none of those jobs or GDP. Who do you think allocated the capital better for society? He will already pay $100 B + in taxes - more than any human ever. I hope he donates some to kids via @TrumpAccounts to make every kid a shareholder in 🇺🇸 & continues investing all his heart, soul & money for the benefit of America & all humanity! 🇺🇸🚀🤍
The SpaceX AI1 Satellite is awesome! I love it! $SPCX
BUT to put things in perspective, relative to a land-based data center:
- A 120 kW compute payload = 1/2 a Rack
- Today's 1 GW DCs have ~4,000 racks at 250 kW
- You would need 8,000 AI1 Satellites for 1 Data Center
- IF Starship (which has never flown successfully yet) could take 80 AI1 satellites up at a time (it can't), it would take 100 Starship launches for equivalent of 1 Data Center!
- IF Starship launches cost just $100 Million each (Falcon 9 costs ~$60 Million), that would mean $10 Billion for JUST the launch cost, not counting the actual hardware (solar/chips/cooling/etc.)
- These 8,000 Satellites would have MASSIVE communication delays relative to a data center with 4,000 racks sitting next to each other with high-speed fiber communication between the racks.
I was more optimistic about space-based data centers, but if AI1 is the state-of-the-art of what we might have in say 2-3 years (optimistic since this is Elon time we're talking about), even those numbers pale in comparison to a land-based Data Center!
Sigh.
Couple things I should’ve mentioned:
1) The “free” cost of electricity is pretty awesome benefit and for a 1 Gigawatt DC, that’s roughly $1 billion in annual savings.
2) Even at far greater cost than a land-based data center, it still makes sense to have some DCs in space as backup and redundancy.
So despite the costs of DCs in orbit being waaay more than DCs on land, even after Starship and AI1 become real, it will still make sense to have some DCs in orbit. It just won’t be a replacement for DCs on land for at least 10+ years.
With SpaceX getting priced at $135 today, Bloomberg estimates Musk's net worth is now $970.5B
Tomorrow, any pop above the IPO price (or a Tesla rally) could make him the first Trillionaire!