>Trade with it normally, do trade deals where it makes sense, use reciprocity and protectionism where it fits. This is extremely controversial. Where do you draw the line? Ev's are okay, cause the climate... Oh, wait,…
it's more like a .. asymmetric confederation. Democratically elected leaders, conspire together in a confederation, to elect a body that is above and beyond the leaders of the democracy. I honestly don't think we have a…
Proving superiority? Proxy controlling venezuala, creating LLM's and locking down the frontier models while GLM has to distill the models to be remotely competitive, having the hard power to ensure Iran can't fire AK's…
Look, i've lived in Europe for years. My wife is from switzerland. But what's with this rhetoric? It's one thing if a democratically elected president who will be out in 2 years is something you hate on... but it's…
Europe seems to be going through an identity crisis lately, and i hope this sentiment doesn't continue. Europe becoming more reliant on the Chinese is not the answer, and will, if continues, isolate the EU from the US.
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no it's not true. The fact that people can even believe this is.... wild. It's a bunch of circular articles jerking eachother off about some anon company. using $15 / mtok (Clause output using 4.6) as the metric, it…
$2.5B a month for a $12B (collosus 1) buildout is very high margin? Electricity is about 15% of opex... Microsoft and Amazon are able to strong arm Open AI and Anthropic into giving up huge chunks of equity for their…
There's absolutely no way this was on autopilot. A) autopilot would not drive this fast in a nieghborhood and B) Autopilot would not drive into a house like this...
Why is the american taxpayer funding healthcare clinics in 100's of countrys when we don't have free healthcare here in America? >"Such intentions have been damaging our continent for the past 40 years. If the…
2025 revenue, $18.7B. 2026 revenue is going to be ~$60B+ with the neocloud deals. Profit margins are going to be around 60%. 300% growth in a year and improving profit margins from a negative number to a $40B in profit…
Starlink can't, but Starshield can.
>we are asking can it be one of the most insane companies in world history. "So we went from, he just got lucky cause he got in early", to, "okay, he wasn't early he was just really fast", to, "the suppliers now see…
He can do things and a scale and timeline that is impossible for other to achieve and why he can make so much money? I agree.
yeah, and power is not availabe at capacity until late 2029? They haven't even signed anything, the 'deal' is in principle and BP has been actively trying to challenge it because they want the same power for a hydrogen…
The Model Y (the best-selling vehicle on earth across all fuel types) Reusabile falcon 9, Grid-Scale Battery Deployments, Americas charging infra, Mechazilla, Starlink,
yeah, you hoard it like debiers and use it to build the city of elon, mega factories, or a giant platnium statue of trump to gain politcal favor. You def don't dump it on the market. But, here's what you'd really do:…
The most valuable substance in space rn is water. strip hydrogen and oxygen using solar power and place it in orbit. Instead of launching a Mars-bound rocket with 90% of its weight tied up in fuel, you launch it nearly…
>Buying NVidia gear early xAI was retardedly late to the party. When Elon Musk founded xAI in July 2023, competitors had already spent years buying up massive silicon footprints and locking down cloud partnerships.…
>there is a question why do you need to rent it if you are an ai company Uhhh... $3.1B a month for $20b in capex sound like the best investment ever?
an RTX 3090 or older Quadro/Tesla enterprise cards are still selling/ renting... 5 year depreciation is only for tax purposes. Anthropic is not building their own datacenters... They are mainly giving equity for…
What about the compute deals? $3.1B a month for half their compute? Elon built $6B of rev in 122 days. What can he do now that he's got a $85B war chest of cash?
I feel like you are intentially misrepresenting his comment to flex your history knowledge. English privateers captured the Madre de Deus. When they brought it to port, the cargo was worth roughly half the entire…
What terrestial competitors? It is illegal to build datacenters in the states without getting sued to death. 10-15% opex over 5 years, gives you what?
>Trade with it normally, do trade deals where it makes sense, use reciprocity and protectionism where it fits. This is extremely controversial. Where do you draw the line? Ev's are okay, cause the climate... Oh, wait,…
it's more like a .. asymmetric confederation. Democratically elected leaders, conspire together in a confederation, to elect a body that is above and beyond the leaders of the democracy. I honestly don't think we have a…
Proving superiority? Proxy controlling venezuala, creating LLM's and locking down the frontier models while GLM has to distill the models to be remotely competitive, having the hard power to ensure Iran can't fire AK's…
Look, i've lived in Europe for years. My wife is from switzerland. But what's with this rhetoric? It's one thing if a democratically elected president who will be out in 2 years is something you hate on... but it's…
Europe seems to be going through an identity crisis lately, and i hope this sentiment doesn't continue. Europe becoming more reliant on the Chinese is not the answer, and will, if continues, isolate the EU from the US.
[dead]
[dead]
no it's not true. The fact that people can even believe this is.... wild. It's a bunch of circular articles jerking eachother off about some anon company. using $15 / mtok (Clause output using 4.6) as the metric, it…
$2.5B a month for a $12B (collosus 1) buildout is very high margin? Electricity is about 15% of opex... Microsoft and Amazon are able to strong arm Open AI and Anthropic into giving up huge chunks of equity for their…
There's absolutely no way this was on autopilot. A) autopilot would not drive this fast in a nieghborhood and B) Autopilot would not drive into a house like this...
Why is the american taxpayer funding healthcare clinics in 100's of countrys when we don't have free healthcare here in America? >"Such intentions have been damaging our continent for the past 40 years. If the…
2025 revenue, $18.7B. 2026 revenue is going to be ~$60B+ with the neocloud deals. Profit margins are going to be around 60%. 300% growth in a year and improving profit margins from a negative number to a $40B in profit…
Starlink can't, but Starshield can.
>we are asking can it be one of the most insane companies in world history. "So we went from, he just got lucky cause he got in early", to, "okay, he wasn't early he was just really fast", to, "the suppliers now see…
He can do things and a scale and timeline that is impossible for other to achieve and why he can make so much money? I agree.
yeah, and power is not availabe at capacity until late 2029? They haven't even signed anything, the 'deal' is in principle and BP has been actively trying to challenge it because they want the same power for a hydrogen…
The Model Y (the best-selling vehicle on earth across all fuel types) Reusabile falcon 9, Grid-Scale Battery Deployments, Americas charging infra, Mechazilla, Starlink,
yeah, you hoard it like debiers and use it to build the city of elon, mega factories, or a giant platnium statue of trump to gain politcal favor. You def don't dump it on the market. But, here's what you'd really do:…
The most valuable substance in space rn is water. strip hydrogen and oxygen using solar power and place it in orbit. Instead of launching a Mars-bound rocket with 90% of its weight tied up in fuel, you launch it nearly…
>Buying NVidia gear early xAI was retardedly late to the party. When Elon Musk founded xAI in July 2023, competitors had already spent years buying up massive silicon footprints and locking down cloud partnerships.…
>there is a question why do you need to rent it if you are an ai company Uhhh... $3.1B a month for $20b in capex sound like the best investment ever?
an RTX 3090 or older Quadro/Tesla enterprise cards are still selling/ renting... 5 year depreciation is only for tax purposes. Anthropic is not building their own datacenters... They are mainly giving equity for…
What about the compute deals? $3.1B a month for half their compute? Elon built $6B of rev in 122 days. What can he do now that he's got a $85B war chest of cash?
I feel like you are intentially misrepresenting his comment to flex your history knowledge. English privateers captured the Madre de Deus. When they brought it to port, the cargo was worth roughly half the entire…
What terrestial competitors? It is illegal to build datacenters in the states without getting sued to death. 10-15% opex over 5 years, gives you what?