“Some of them look very impressive, but they're not really using any kind of advanced AI or SI.”
Elon Musk
Tesla / SpaceX / xAI · CEO
“Now, Elon Musk and other leaders say they expect physical bottlenecks, including a shortage of electricity needed to power data centers, to slow down competitors.”
“Musk claimed in a post on X that Ukraine violated Starlink terms of service by using the technology for “offensive drone strikes to kill people.””
““Were Starlink to be turned off, the Ukrainian front line would collapse immediately,” Musk also wrote on X. “This is NOT a threat, it is simply a statement of fact.””
“He commented that there are more than 200 neocloud providers and they will face "guppy-level death" during the next few years.”
“Live by the sword, die by the sword. Those who pick fights with me should understand that I will find out who is really pulling the strings and come for them.”
“These “sentient satellites” … “can solve global warming for ~1B years”.”
“We’re seeing the fastest growth I’ve ever seen in my life for Grok bot. I’ve never seen anything grow this fast.”
“He predicted that most of the more than 200 so-called neoclouds (companies that rent out computing power for AI) will fail or get absorbed by others.”
“In a post on X, the CEO of SpaceX wrote debt markets have mostly stopped lending to companies without sizable revenue beyond AI data centers.”
“On SpaceX's third-quarter earnings call, Musk said the aim is to use around half its computing capacity in-house and rent the other half to others, at "effectively the spot-market rate"…”
“Ukraine military violated Starlink terms of service and used it for offensive drone strikes to kill people. That loophole was closed last week.”
“Ukraine's military violated Starlink terms of service and used it for offensive drone strikes to kill people”
“Starshield, a different system, is controlled by the US government. What they decide to do is up to them”
“He warned that Ukraine remained heavily dependent on the satellite network, claiming its frontline defenses would collapse if the service were switched off.”
“SpaceX is not buying any neoclouds. Pointless.”
“He predicted that more than 200 so-called neocloud companies, which provide cloud computing infrastructure designed for AI and machine-learning workloads, would face widespread failures…”
“Musk also said that debt markets have largely shut off access to financing for companies without substantial revenue outside AI data centers.”
“Next year, I will give one of my SpaceX shares to every kid in America.”
“As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn't have substantial revenue independent of AI data centers.”
“That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.”
“SpaceX has done more to defend Ukraine than any private company on Earth BY FAR.”
“Musk first said that SpaceX has no control over Starshield and decisions are made by the US military, while the White House denied taking action.”
“There’s a lot of merit to combining SpaceX and Tesla.”
“There’s a lot to be gained from cooperating on developing superintelligence software.”