Astonishing progress in 18 months with brute force compute and brilliant engineering. Compute is king. Players who are full-stack are better positioned.
BIG TECH
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xAI Secretly Expands Cluster with 100,000 Additional GPUs
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WOW @xai secretly added 100,000 GPUs to its cluster!
— Nina Schick (@NinaDSchick) 18 février 2025
As I mentioned, compute is king!
PS loving Elon’s international team of engineers, I think I hear German, Chinese and American. https://t.co/oFtyMkAj1qWOW @xai secretly added 100,000 GPUs to its cluster! As I mentioned, compute is king! PS loving Elon’s international team of engineers, I think I hear German, Chinese and American.
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Tech Leader’s Unfulfilled Promises Face Credibility Scrutiny
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It’s not about putting up your hand, it’s about whether he can do what he says he will do. And he can’t, that’s the point. It’s blustering nonsense.
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Will Grok3 become the most advanced AI system?
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Well. What's it going to do if Grok3 really is the smartest AI out there?
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Grok3 Launch: Will Scaling Laws Hold for Musk’s AI?
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Countdown to #Grok3 tonight: Will the scaling laws hold?
— Nina Schick (@NinaDSchick) 17 février 2025
And how will the world react if it finds out that @elonmusk has the most powerful AI? pic.twitter.com/i3ICWeP9K6Countdown to #Grok3 tonight: Will the scaling laws hold? And how will the world react if it finds out that @elonmusk has the most powerful AI?
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Waze Survival Story Against Google Maps and Billion Dollar Exit
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The story of how @waze survived the launch of Google Maps and then sold it to Google for over $1B. pic.twitter.com/zoH9vtqUsn
— Lenny Rachitsky (@lennysan) 17 février 2025The story of how @waze survived the launch of Google Maps and then sold it to Google for over $1B.
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OpenAI Newsjacking Grok 3 Announcement Strategy Question
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OpenAI wouldn't do something tonight to newsjack the Grok 3 announcement, right? https://t.co/XyQTYen2Ct pic.twitter.com/t27WqGtD9K
— Paul Roetzer (@paulroetzer) 17 février 2025OpenAI wouldn't do something tonight to newsjack the Grok 3 announcement, right?
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Comparing Reasoning Models: Call for Transparency Between xAI and OpenAI
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I'm genuinely curious, as I'm currently comparing different reasoning modeling approaches. It would also be nice if we had answers to these questions, making xAI as open as DeepSeek rather than as closed as OpenAI.
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American leadership shift: AI policy direction in Washington and Silicon Valley
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You clearly haven't felt the vibe-shift in Washington or Silicone Valley. But deluding oneself on how American leadership thinks right now is no biggie right? Take them at their word. They are articulating it very clearly.
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OpenAI’s nonprofit origins and Elon Musk’s founding role
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Long and contentious history. Starting with Open AI’s non profit mission, and the fact that Elon funded the seed on that basis. And of course, the fact that Open AI is a leader in model building.