yeah figure musk is a bit smarter so didn’t need to get the loans he never pays back like trump.

Omg I just realized 88 is also how old his melting body looks.

That’s how I’ve been pronouncing it in my head when I read it.

I still say “Twitter” though because that and the gulf of Mexico are the only things I feel are okay to deadname.

As i understand it most of the money they are investing goes into new datacenters. So when a model gets outdone by a new one they still have those, unlike e.g. OpenAI that use other companies resources (i think microsoft and oracle mostly?). In a way companies that use those external clouds to train their own models are financing the investments needed for the big players.

AWS, GCP and Azure are all growing 30%+ yoy, are profitable and if anything supply constraint in that they can’t build more capacity fast enough to meet demand. So it seems to me that to some degree they are already recouping some of those investments. I don’t see a drop in demand for compute, and even if using/training ai would become less resource intensive, Jevons paradox would just lead to more demand.

Of course they also burn a lot of money as anytime a new model gets trained and beats the older ones, it kind of renders the resources spend on the previous one worthless. But to me that seems like the cost of doing business.

The current investments they can afford. What would actually lead to shedding huge amounts of marketcap is, if they’d let a rival establish themselves. Similar to how the movie studios didn’t get into streaming early (mostly to not hurt their cable business) and gave Netflix enough time to establish themselves.

To comment on something you mentioned in another reply below:

I just don’t see a world where most people are coughing up more than $10 a month for AI.

I think the big money will be in the business world, where salaries for actual people are high enough that saving a person even a few hours/week or replacing a single employee saves so much money that even expensive subscriptions would easily be worth it.

On the consumer side as you say running smaller models locally will likely be the norm. But that means it would be free for both the likes of Deepseek and Google. And then it’ll just come down to who has access to personal information and is better embedded, which would be likely be whoever also controls other aspects of a users life, such as Goole with Android, gmail etc. Money here will be made just as it is done with other free services.

I actually think Google is going to win this one, they’re the only ones making their own hardware to run their own models. Open ai are starting down that road but they’re years behind.

When you look at the pricing of all the AI companies, Google’s is so much cheaper (orders of magnitude) and they’re not having to pay Nvidia billions to do it.

So far I’ve seen/heard Elon:

• Start shitty arguments
• Be a fascist
• Fire people they probably needed
• Cut funding or drop useful projects
• Spew senseless, poorly thought out catch phases
• Censor people that were right but didn’t align with his narrative
• Take credit for other people’s work
• Pass the blame for failures

Have yet to see him sign a check… it’s why they lost their boulder office, for instance.

He’s an egotist and a man child, while also being the richest man in the world. All he has to do is say he wants something and people have to do it. He doesn’t have to “do” anything to be fully influencing what happens. Look at Twitter, look at the federal government. Sycophants surround these assholes and basically have to bend the knee and do what they say. When capital equals power, this is what happens. Just like when blood line meant power, the kings didn’t “do” anything. But the people who took their orders from them did.

Yeah, he yells at people to go faster and ignore industry best standards or be fired.

I mean, I think that’s their point, that Elon isn’t directly involved, and he’s constantly shitcanning important people who would prevent something like this happening.