The Limiting Factor
@LimitingThe
A mustache on a mission: What's next in battery and manufacturing technology? http://patreon.com/thelimitingfactor
If Elon has 550k GB200 & GB300 GPUs going online in the next couple of months at Colossus 2, that puts him a year ahead of any other of the players in the AI space. I can't possibly stress how demoralizing Colossus 2 will be for the competition.
230k GPUs, including 30k GB200s, are operational for training Grok @xAI in a single supercluster called Colossus 1 (inference is done by our cloud providers). At Colossus 2, the first batch of 550k GB200s & GB300s, also for training, start going online in a few weeks. As Jensen…
Quite possibly Elon's greatest innovation, lol I'm so sick of the tipping culture now I avoid going out to eat at all costs because of it
Tesla single handedly defeating toxic tipping culture
Semi Factory making good progress Has a stamping shop now! Also, we started installing tools in Powder Coat & Material Conveyance shops
Awwww, this is sweet ♥️
Andrej, my long lost brother, let us work together again!
Elon already has the plan, just get the fuck out of the way and stop throwing sticks in his wheel.
.@PressSec : "President Trump believes it is non negotiable that the United States wins the AI race, which is why today, President Trump will announce a bold and comprehensive AI Action Plan to sustain and enhance America’s global AI dominance."
North America accounts for 64 GWh of LFP cell demand in 2025, yet is forecast to produce just 3.2 GWh of such cells, according to Benchmark’s Battery & Gigafactory Forecast. source.benchmarkminerals.com/article/benchm…
Sam is on the PR defensive today 4.5 GW is great, but the critical question is... By when? The reason he leaves that information out is because the answer is likely several years.
we have signed a deal for an additional 4.5 gigawatts of capacity with oracle as part of stargate. easy to throw around numbers, but this is a _gigantic_ infrastructure project. some progress photos from abilene:
This would be the equivalent of 10 million GB200 GPUs? It all depends if we're talking the specs that Nvidia has touted or real world performance.
The @xAI goal is 50 million in units of H100 equivalent-AI compute (but much better power-efficiency) online within 5 years
Enterprise value of traditional cable assets are totally worthless without sports. Once they lose these deals to online companies over the next decade, expect TV to go away. It’s all about YouTube, IG, X and TikTok now.
One of the things currently sorely lacking in many places is a sense of community Every aspect of the Tesla Diner is designed to do that It provides a defined space, a spectacle, beauty, food, and entertainment This is more important in general and more important now than…
Tesla Diner is so crowded tonight.
Piper Sandler analyst Alex Potter on the impact to @Tesla's regulatory credit revenue due to Trump's recent bill: "It's not as bad as you think; We frequently receive questions about Tesla's regulatory credits, and for good reason: the company received ~$3.5B in 'free money'…
It takes a lot of precision to be able to grip that popcorn carton without crushing it
Optimus just served me popcorn
I hope they expand these rapidly across the country This is so awesome
NEWS: Tesla's Hollywood Diner and Supercharger is now officially open 24/7 to the public as of 4:20 PM PT today. • 80 Supercharger stalls • Two 45-foot screens. Audio from both screens syncs & plays from the speakers inside your Tesla. A Tesla diner app appears once you…
Trump made some bad moves with the Epstein files, but the Democrat PR machine is in shambles. I think the midterms are mostly going to be determined by how people are doing economically.
Democrats Demand Investigation Into Colbert's Cancelation zerohedge.com/political/demo…
Hey Kathy: With all due respect, Sesame Street is owned by Sesame Workshop, a private nonprofit with over $400 million in revenue, licensing deals with HBO, Amazon, and toy companies, and global merchandising worth billions. It’s not in danger because of Republicans. It’s not…
When I was caring for my younger brothers, Sesame Street was key to their early education. As a young mom, my kids loved Sesame Street and other public programs. Now, because of cold-hearted Republicans, this critical programming may not be there for our grandchildren.
Updated valuations of Elon Musk's companies based on publicly available info: • Tesla: $1.062 trillion • SpaceX: $400 billion • xAI: $170 billion-$200 billion • Neuralink: $9 billion • The Boring Company: $7 billion Nearly $1.7 trillion combined.
Trump goes after SpaceX and finds out they are critical to DoD and NASA. Meanwhile, there’s not a peep about this level of security risk Microsoft handed to our adversary. If the average person really knew the depths of corruption in DoD contracting they would flip.
🚨🇨🇳 BREAKING: MICROSOFT USED CHINA-BASED ENGINEERS ON U.S. MILITARY SYSTEMS Microsoft let engineers in China help maintain cloud systems for the Department of Defense - and called it secure because they had “digital escorts” watching. Those escorts were Americans with…
Everything Elon is doing is vital, and increasingly so
NEWS: Trump discussed ending some of @SpaceX's contracts, but administration officials determined that they couldn’t eliminate most of those contracts because they are critical to the Defense Department and NASA. "The early assessment underscored SpaceX dominance as the world’s…
People have no idea what's coming with Colossus 2 It's going to be demoralizing for everybody else in the AI space
I resisted AI for too long Living in denial Now it is game on @xAI @Tesla @SpaceX