samuel
@marsrepublica · Sep 27, 2026
Both Anthropic & OpenAI will slow dramatically if they can’t solve compute next year. In a world of RSI and commoditized good-enough models, compute is the ultimate limit. If Elon solves the challenges of reaching 10 GW next year, SpaceX will become the most valuable AI company.
Token Gremlin@TokenGremlin· Sep 27, 2026OpenAI seems to be dealing with a pretty ugly compute shortage right now, and I’m not saying that just because of these pop-ups. I mean the broader pattern I’ve been watching over the last few hours.
Pro is basically becoming the new Plus, and Plus is becoming the new Free.
At
Elon Musk
@elonmusk
That is one of the possible outcomes
12:46 AM · September 28, 2026 · 48.4K views
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