loandbehold

"No moat" are you serious? It took SpaceX 20 years to develop reusable rocket launch tech they have and everyone else who is working on it is decade behind. Falcon Heavy per kg cost to LEO is 25 times lower than what SLS can provide. Freaking 25 times!

Government contract is not a subsidy. It's a payment for a product or service provided to the government. Examples of subsidies are section 8 housing or USDA PLC. SpaceX providing launch services to the government is nothing like that.

You don't need to retrain model from scratch to add small of additional knowledge like recent events.

He implies $400 billion in revenue by the end of 2029 is unrealistic when in fact it's very doable if you look at the trajectory of this technology since ChatGPT 4.0 launch. Google and Meta bring in around $500 billion in ad revenue between two of them annually. ChatGPT will easily bring 100s of billions in ad revenue if fully monetized given 1. it has billion weekly active users 2. ChatGPT conversation provides even better context for ad targeting vs search or social media. Enterprise AI revenue is going through the roof already, and with computer use companies will literally be able to fire large percentage of white collar workers and replace them with AI agent without updating their software infra.

the only "eclipse" in sun-synchronous orbit is when moon is between the satellite and the sun, which is very rare and lasts less than a minute.

> It still needs power, you’re most likely going to do it with solar if you’re on earth orbit but that isn’t free and you will have periods of no sunlight so a significant amount of batteries will be needed.

SpaceX will be putting them in sun-synchronous orbit, meaning always sunlight.

Anthropic is paying xAI, not other way around.

This is pretty much what underlies AI doomer argument of people like EY. Humans will gradually hand over civilization to black box AI they can't understand. As AI becomes more complex and powerful it will be harder and harder to control.

Researches at top AI labs don't consider EY to be a kook even though they may not necessarily agree. EY concepts/terminology appear in Anthropic safety papers. Geoffrey Hinton takes him quite seriously and mentions him in his interviews.

Watch WhistlinDiesel cybertruck video.