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Yes, I am for real. The Colossus datacenter that xAI built cost $7 billion. [1] https://www.globaldatacenterhub.com/p/can-elon-musks-7b-colo...
Most of that cost was presumably the 100,000 GPUs it contains, they didn't even build the building
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Do you hold hopes for finding a revenue stream to outweigh the massive influx of AI debt Musk glued onto SpaceX?
It looks like they're taking on $20B in debt to clean up xAI's debt, and then paying it off with the equity raise? Do you feel that's very significant for them? 1% dilution takes care of it.
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It looks like they're taking on $20B in debt to clean up xAI's debt, and then paying it off with the equity raise? Do you feel that's very significant for them? 1% dilution takes care of it.
You understand xAI hasn't magically stopped producing debt, right? It's still setting money on fire every single quarter
They can stop building out their capacity there, if they want.
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I'm not convinced that's the case. I tend to think he just saw something he found cool and triggered his narcissism so he had to come up with something he thought was cooler. That something turned out to be BS and he just dropped the idea and moved on.
That's exactly what happened lol.
Nobody talks about it, but my pet theory is that Trunk attacked Iran because he wanted to do it in his first terms but was stopped by his inner circle. THE Trump. Stopped. Of course he loved the idea of attacking Iran when presented to him earlier this year.
People tend to think that the powerful and rich are so much more clever than normal people so they come up with complex hidden agendas, but I didn't find it necessarily being the case.
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You understand xAI hasn't magically stopped producing debt, right? It's still setting money on fire every single quarter
I think that's capex driving that, not opex, since they got those two (fragile) leases in place? They can stop building out their capacity there, if they want.
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They'll do smaller satellites, and if they can get an order of magnitude improvement on cooling and power generation to weight ratios, it'll be close to the same order of magnitude cost-wise as a terrestrial datacenter. 10x the cost is likely not enough to make it all work, so it's a bad idea, but it's possibly less bad than using lead ballast for starship launches... maybe.
I still don’t see it. The equipment is very, very expensive, is subject to shortages, and has residual value after five years. But these very low Earth orbit satellites literally burn up when they run out of fuel for station keeping. Even if you pay a bit more to position them in a higher, more stable orbit, you still can’t physically get to them to repurpose equipment. Check this datacenter gadget out: https://www.m…
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They'll do smaller satellites, and if they can get an order of magnitude improvement on cooling and power generation to weight ratios, it'll be close to the same order of magnitude cost-wise as a terrestrial datacenter. 10x the cost is likely not enough to make it all work, so it's a bad idea, but it's possibly less bad than using lead ballast for starship launches... maybe.
Is there some reason significant improvement on cooling and power generation to weight generation ratios is even remotely possible?
Still not going to be cheaper, but if you get moderately optimistic it's cheap enough to maayyyybe start looking like a source of demand for starship if you can find suckers (government) to pay 10x the price per compute.
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I think that's capex driving that, not opex, since they got those two (fragile) leases in place? They can stop building out their capacity there, if they want.
Right but the word "capex" isn't a magical amulet that makes balance of payments and cash flow problems disappear. Plenty of companies have been wrecked by overextending on capital spending.
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It will be interesting to see how this actually plays out. You could either be 100% right, or this could be another exercise in failed human hubris. I.e., Elon and the financial architects behind this IPO are assuming that it will work just like Tesla. However, in the back of my mind I have to wonder if Elon has spent too much social capital for this kind of cult of meme stock strategy to work again. This plan has po…
>I have to wonder if Elon has spent too much social capital for this kind of cult of meme stock strategy to work again. If social capital was an indicator , then Tesla stock would've cratered 2 years ago. Despite demand for tesla vehicles dropping. I don't think social capital matters these days.
SpaceX doesn’t really have those advantages from day one.
Tesla may be overvalued but I think the stock would have been negatively impacted if they spent the two years losing money.