@elonmusk / appears on dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, tweets, dwarkesh, dwarkesh, tweets, dwarkesh, dwarkesh, tweets, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, tweets, dwarkesh, dwarkesh, dwarkesh, dwarkesh, tweets, dwarkesh, tweets, dwarkesh, tweets, dwarkesh, dwarkesh, tweets, dwarkesh, dwarkesh, dwarkesh, dwarkesh, tweets, dwarkesh, tweets, dwarkesh, dwarkesh, tweets
No settled calls yet — credibility updates as call horizons resolve.
Grok 4.5 is not yet using our internally developed C/C++ inference software that exact maps to the GB300 hardware. Doubling or more of the current speed is probably achievable.
Based on strong positive feedback from customers in our beta test program, @SpaceXAI will make Grok 4.5 available to the public tomorrow.
the interest payments to the national debt exceed the military budget, which is a trillion dollars. So over a trillion dollars just in interest payments.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
we've secured all the, all the chip fab production that we can.
it's not that they have not replicated TSMC, they have not replicated ASML. That's the limiting factor.
the most valuable companies currently by market cap their output is digital. So NVIDIA's output is FTPing files to Taiwan.
If you take like refining of ore, I'd say roughly China does more, does twice as much ore refining on average as the rest of the world combined.
China is extremely competitive in manufacturing. So, um, I think there's going to be a massive flood of Chinese vehicles and other, basically, most manufactured things.
I'd say my biggest concern actually is, is memory. Um, so the, I think there's, there's a, the, the path to creating logic chips is more obvious than the path to, um, having sufficient memory to support logic chips. That's why you see DDR prices going ballistic
Physical robots, I call Optimus the infinite money glitch because you can use them to make more Optimuses.
Like the turbines are sold out through 2030.
We are going to make solar. Okay. Yeah, great. Both SpaceX and Tesla are, are building towards 100 gigawatts a year of, of, uh, solar cell production.
No reach data yet.
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