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solumunus 4 hours ago

But how will Musk stay a trillionaire without fake AI hype?

embedding-shape 3 hours ago | parent | next [-]

> Just be a rocket company

estearum 3 hours ago | parent | next [-]

According to SpaceX's own filing documents, you are incorrect. They must be principally an AI company to justify anything close to their current valuation.

Gigachad 3 hours ago | parent | prev [-]

The rocket business is hardly profitable. The whole valuation is based around grok and space datacenters. He needs to keep pumping the hype or else we are in for the worlds biggest crash.

m4rtink 2 hours ago | parent [-]

Well, in the long run expansion into space is the only profitable thing.

tbrownaw an hour ago | parent | next [-]

That's a much longer long run than Keynes' "in the long run we are all dead".

Gigachad 2 hours ago | parent | prev | next [-]

I’m sure that’s an idea Musk wants to sell you on.

sumeno an hour ago | parent | prev [-]

What a bizarre take.

What's so special out there that we can feasibly reach in the lifetimes of our grandchildren that makes it the "only profitable thing"?

brightball an hour ago | parent [-]

Data centers without local protests?

sumeno an hour ago | parent [-]

I mean real things, not ridiculous bullshit to con investors and rubes

IncreasePosts 4 hours ago | parent | prev [-]

Renting his boatload of GPUs to Google, Anthropic, et al

cyberax 4 hours ago | parent [-]

He doesn't have _that_ many. And they're also not _his_, he just got them from NVidia.

fragmede 3 hours ago | parent | next [-]

You don't have to like the guy, but buying something is typically how ownership goes. I refer to my car as mine, but I did just buy it from Honda.

cyberax 2 hours ago | parent [-]

I mean that it's not his IP, he's not producing any GPUs/TPUs. He's just reselling his idle stock of cards.

sourweasel 29 minutes ago | parent [-]

Not to be pedantic, but although the datacenters are running Nvidia hardware, Tesla did develop their own 20-core/3-npu high bandwidth chip for their cars. It's nowhere near the computational ability of any datacenter GPU, but at 150+ TOPS it's no slouch either.

wombat-man 3 hours ago | parent | prev [-]

I read that they bought quite a few, but their DC build out is not very fast. Maybe they should just resell the hardware