Ironically, contrary to the narrative, open weight models are becoming an important reason that OpenAI, Anthropic, and ultimately, in our view, SpaceXAI are likely to take the vast majority of model-driven AI revenue.Brett Winton (@wintonARK):Narrative: “open weight models are going to steal spend from frontier labs”Reality: people using open weight models to try to steal from and exploit enterprises are going to force companies to continually spend at the frontier to protect themselves.The capability incre ...

We thought the increase in satellite bandwidth from V2 to V3 was 20X. 100X is astonishing.Elon Musk (@elonmusk):@Gfilche Some of the things I say are speculative or aspirational and some are not.What is not speculative is that the V3 satellites that will be launched on Starship are an order of magnitude more capable than the V2 satellites currently launched on Falcon.Or that an order of ...

Investment and Financial Scale - Tesla and SpaceX are investing $16.8 billion (168亿美元) in phase one of the Terafab project [1] Industry Dynamics and Strategic Layout - Terafab aims to integrate chip design, fabrication, memory, packaging, and testing under one roof, combining capabilities similar to TSMC, Micron, and NVIDIA [1] Potential Applications and Market Opportunities - The manufactured chips are planned to power Tesla vehicles, Optimus robots, SpaceX data centers, and space-based AI computing [1]

Capital Expenditure and Revenue - SpaceX recorded artificial intelligence capital expenditures close to 16 billion USD during the quarter [1] - Artificial intelligence capital expenditures more than doubled the total revenue of the group [1] Market and Investor Dynamics - Investors reacted negatively to the heavy spending bill incurred by the company [1]

Technology Development - Grok Build demonstrates exceptional power that exceeds general market perception [1] - SpaceXAI achieves rapid deployment of numerous advanced features with limited public awareness [1]

RT X Freeze (@XFreeze)Sometimes you need a human standing next to Starship just to remind your brain how absurdly massive this thing actually isA flying skyscraper made of stainless steel, designed to land itself and carry humans to another planetAbsolutely insane that this is real https://t.co/Mj8HKN4M4i ...

SpaceX’s $250 billion swing in market value this past week put Elon Musk back in grind mode, having to execute on highflying promises, writes the WSJ’s @timkhiggins https://t.co/wD5nsHkhcm ...

Industry Dynamics - Artificial intelligence computing demand exhibits massive growth expectations [1] - The scale and capacity of Terafab operations are recognized as exceptionally powerful [1] Corporate Strategy - Tesla and SpaceX corporate integration has deepened significantly [1]

RT SpaceX (@SpaceX)Falcon 9 launches 24 @Starlink satellites from California https://t.co/IhPgfkfQrX ...

RT SpaceX (@SpaceX)Watch Falcon 9 launch 24 @Starlink satellites to orbit from California https://t.co/VA039p5pDg ...