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a16z
@a16z · 14 окт. 2026 г.
Compute scarcity, in one chart
Old GPUs are turning into appreciating assets
a16z@a16z· 14 окт. 2026 г.Nathan Lambert of @trillium_labs says Chinese AI researchers' jaws drop to the floor when he tells them how much compute OpenAI has:
"The Chinese labs are very technically excellent. They are more compute-starved."
"Without a doubt, they have a comparable talent pool to draw
Elon Musk
@elonmusk · 15 окт. 2026 г.
Interesting
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Bull Theory
@BullTheoryio · 14 окт. 2026 г.
🚨CoreWeave is now in serious trouble.
$CRWV is down more than 16% today and has crashed more than 50% in the last 5 months.
The reason is its debt. CoreWeave owes about $35B and paid $640M in interest last quarter alone. Investors are now dumping that debt. Its 2032 bonds have
Elon Musk
@elonmusk · 15 окт. 2026 г.
High stakes game
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Brivael Le Pogam
@brivael · 14 окт. 2026 г.
Elon Musk often says: "Patents are for the weak."
Why does he say that? In 2014, Tesla opened up all its patents. Anyone could use them. Everyone thought it was a PR stunt. It was actually a declaration of war. Elon's point was that patents mostly serve to slow down progress, protect the positions of giant corporations, and make lawyers rich. Not to innovate.
His logic is simple: if your competitive advantage lives inside a legal document, you're already dead. The only real moat is your speed of innovation. If you move faster than everyone else, you don't need patents. If you need patents to survive, it means you've stopped moving fast enough.
The strong build. The weak file.
And AI is about to make that sentence true for the entire economy.
Take biotech. For 50 years, starting a biotech company meant a PhD, ten years in a lab, access to closely guarded knowledge, millions before your first proof of concept, and a network in the right academic and regulatory circles. Knowledge was scarce, access was scarce, and that scarcity was worth billions.
That scarcity is dying.
I genuinely believe we're entering a world where anyone will be able to start a biotech company. A 19-year-old with AI agents will be able to explore molecular spaces that entire labs used to spend years mapping. Trade secrets, credential rents, access rents, positional rents: all of it is about to blow up.
And look at what's already happening. Some of the first calls to "urgently regulate AI agents" are coming from established biotech players. Coincidence? When your business model depends on scarce knowledge and knowledge becomes free, you're left with only two weapons: the patent and the regulator.
The two weapons of the weak.
Here's what's coming. A wave of panic. Dozens of labs and incumbents retreating behind their patents, filing lawsuits, and above all pouring money into regulatory capture. They won't try to build better. They'll try to make it illegal for anyone else to build.
Because the truth is, a lot of people in business were never strong. They were protected. They never won on product, on innovation, on speed of execution. They won because the market was locked. Because attacking their industry required hundreds of millions of dollars, years of approvals, and armies of lawyers. The wall was never their talent. The wall was regulation.
And when the wall comes down, we find out who actually knew how to build.
This isn't just biotech. Banking. Insurance. Law. Healthcare. Energy. Hardware. Education. Defense. Almost every industry where incumbents were sleeping behind barriers to entry is about to get hit by thousands of founders able to attack their business from every angle at once. With teams of 5 people and an army of agents.
Everyone gets to play now.
My conviction, and I'll say it plainly: a huge chunk of the S&P 500 could be completely flushed in the next 5 years. Not because those companies will make mistakes. Because their competitive advantage was never real. It was built on how hard it was to get in, and that difficulty is disappearing.
The weak will cry danger. They'll talk about safety, risk, disaster. Sometimes they'll be right on a specific point. But most of the time, what they're protecting isn't the public. It's their rent.
What's coming isn't a collapse. It's a renaissance. The biggest explosion of value creation in history, driven by people who were always told they weren't allowed to play.
Patents are for the weak.
And the weak are about to have a very bad decade.
Dr Singularity@Dr_Singularity· 13 окт. 2026 г.They are afraid. AI will disrupt and "open source" everything, not just games and software. It will also go after almost all hardware and drugs.
Basically everything.
Some things sooner, some later.
Everything will change. Current ways of doing things must/will change.
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Elon Musk
@elonmusk · 14 окт. 2026 г.
Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS.
Starlink is a commercial service owned and controlled by SpaceX. Usage of Starlink is limited to civilian or defensive activities and cannot be used for offensive military action, as doing so would be inappropriate for a commercial company.
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Emmet Peppers
@EmmetPeppers · 15 окт. 2026 г.
Cybercab experience is legit! Wow!
Didn’t quite understand until riding it around today for first time
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Elon Musk
@elonmusk · 15 окт. 2026 г.
True
samuel@marsrepublica· 14 окт. 2026 г.The actual facts about SpaceX in Ukraine:
- SpaceX is a private company with zero obligation to help Ukraine, yet it stepped up when governments dragged their feet.
- Starlink and Starshield are not the same. Starshield is under U.S. government control. That is who made last
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Brian Roemmele
@BrianRoemmele · 14 окт. 2026 г.
🔮 Grok Bot email accounts and traffic will be larger than Gmail and 1000x more productive.
Efficient Grok Bot email will liberate us from spam with high signal and low noise Claude Shannon would be productive of.
Brian Roemmele@BrianRoemmele· 14 окт. 2026 г.NEW GROK BOT!
I have over 3400 email newsletter subscriptions.
It is an AI battle for years I have had various success in solving. But now @Grok @Bot has the solution!
Send newsletter subscriptions to your @Grok @Bot email address and run this Bot:
📬
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Elon Musk
@elonmusk · 15 окт. 2026 г.
And so the slaughter continues …
Time for Zelensky to go
@amuse@amuse· 14 окт. 2026 г.UKRAINE: Zelensky explained that he has no intention of ending the war until Russia is defeated. His greatest fear is ending the war and facing a presidential election. If he lost, he would certainly be investigated and most likely prosecuted - 80% of his predecessors have been
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DogeDesigner
@cb_doge · 15 окт. 2026 г.
When @Starlink helped rescuers save nine fishermen from a flooding boat in Alaska.
The United States Coast Guard confirmed that all nine people aboard the Arctic Sea were rescued.
Their fishing boat had run aground near St. George Island in Alaska’s remote Bering Sea and was taking on water. Winds around 93 km/h and three-metre waves made it too dangerous for a nearby fishing boat, North Sea, to rescue the crew directly.
North Sea used Starlink to stay connected throughout the response. Its crew also provided updates to the Coast Guard. A Coast Guard helicopter lifted all nine fishermen to safety.
Starlink helped keep communications working during an emergency where nine lives were at risk.
This life-saving technology should be available in every part of the world.
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Elon Musk
@elonmusk · 15 окт. 2026 г.
True
Natalia El Ferrara@NataliaSpace11· 14 окт. 2026 г.Elon Musk gave Ukraine Starlink within hours of the invasion and saved the front line, while European politicians who built nothing comparable in years now lecture him on how to run his own company.
Sikorski asks the "big man" if Elon is "playing politics with his products
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Elon Musk
@elonmusk · 15 окт. 2026 г.
Grok @Bot
Alex Finn@AlexFinn· 14 окт. 2026 г.Grok Bot built me a completely autonomous business which has already generated $1,100
I think this is the future of the economy
Everyone's agents building and launching microbusinesses autonomously
In this video I walk you through step by step how to set up your own:
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X Freeze
@XFreeze · 14 окт. 2026 г.
Grok Imagine is getting INSANELY good at music videos......and now it can generate music too
The level of realism, natural facial expressions, smooth movements and synchronization between visuals and audio is incredibly impressive
You can even create your own music and add it to videos already saved in your library
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Elon Musk
@elonmusk · 15 окт. 2026 г.
Grok @Bot rocks
NetworkChuck@NetworkChuck· 14 окт. 2026 г.Okay. I was wrong about @bot. I said I didn't care. A week in, I get it now. I connected my email, calendar and custom apps, and it just works. @elonmusk @grok @spacexai
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SMX 🇺🇸
@iam_smx · 14 окт. 2026 г.
Starlink and Starshield are both built by SpaceX, but they answer to different bosses.
Starlink is SpaceX’s commercial internet service. The company owns and operates it, providing connectivity to homes, businesses, ships and planes.
Starshield is designed for government and military use, its systems are owned and controlled by the U.S. government, with speed and usage limits decided by the U.S. military or the President
Elon Musk@elonmusk· 14 окт. 2026 г.@FedorovMykhailo Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS.
Starlink is a commercial service owned and controlled by SpaceX. Usage of Starlink is limited to civilian or defensive activities
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Tesla
@Tesla · 14 окт. 2026 г.
Roadster event streaming live this Thursday at 7:55pm CST
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Elon Musk
@elonmusk · 15 окт. 2026 г.
The new Tesla Roadster is a candidate for greatest product demo of all time
Elon Musk@elonmusk· 14 окт. 2026 г.Timing is everything
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David Marcus
@davidmarcus · 14 окт. 2026 г.
I'm a car guy, and I can't remember being this excited for a car launch in a very very long time...
Tesla@Tesla· 14 окт. 2026 г.Roadster event streaming live this Thursday at 7:55pm CST
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Tesla Owners Silicon Valley
@teslaownersSV · 15 окт. 2026 г.
Elon Musk at @theXtakeover: "At various points this year, I've had AI or SI psychosis probably like half a dozen times." @elonmusk
Elon Musk
@elonmusk · 15 окт. 2026 г.
Yeah
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Elon Musk
@elonmusk · 15 окт. 2026 г.
Grok @Bot is great for reviewing any legal docs, like contracts or estate planning.
Just drop in the file and Bot figures it out.
Dirty Tesla@DirtyTesLa· 14 окт. 2026 г.I use a Grok bot called Fine Print to check any contract, lease, bill, etc and it breaks down what's actually in the paperwork.
It looks for hidden fees, catches things I might miss, and can even write a dispute or alternate terms.
Give it a try:
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Cernovich
@Cernovich · 14 окт. 2026 г.
Taxpayers gave over $250,000,000,000 to Zelenky. We all see the supercars on YouTube with Ukraine flags. The houses being bought in Miami and Monaco. All Trump wanted was for diesel prices to go down a dollar or two before the midterms, and he got shanked. Ingrates.
Elon Musk
@elonmusk · 15 окт. 2026 г.
Troubling
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