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Случайный постElon Musk репостнул(а)
Gavin Baker
@GavinSBaker · 12 июл. 2026 г.
The mega bull case for AI infrastructure would be *if* market share shifted away from certain frontier labs with 90%+ inference margins toward cheaper models, whether open-source or closed.
It would increase the ROI on AI spend for end customers by increasing intelligence per dollar, which would drive incremental token demand. Margin dollars would effectively get redistributed from the frontier labs to AI infrastructure providers. The infra winners would be those with the lowest per token cost and the winners at the model layer would be those with the highest token efficiency.
There are many reasons Jensen is so focused on open source, but this is likely the most important one as I think he is probably less worried about a monopsony these days. Lower margin % at the model layer = more margin $ at the infra layer all else equal.
With SpaceX and Meta being vertically integrated and possessing the #3 and #4 models respectively it is more possible than ever. Note that Grok 4.5 is ahead of Fable for some useful tasks at a much lower cost, so ranking them #3 is conservative.
This is not happening yet. Cheap, mostly open source tokens are likely the majority of volume today but the majority of economic value is still accruing to the most intelligent models. Might change though.
We will see.
Cassandra Unchained@michaeljburry· 11 июл. 2026 г.This is true as I have heard this from contacts in the Valley. Goes with my pinned post.
The AI race is shifting from bigger models to cheaper, smarter systems
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Elon Musk
@elonmusk · 12 июл. 2026 г.
Follow the Starship series @SpaceX
SpaceX@SpaceX· 10 июл. 2026 г.The path to launch is filled with obstacles and success is only possible through the tireless efforts of many working together towards a common goal. “Critical Path” continues the ongoing Starship series, following SpaceX engineers through the final days before launch of the
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Elon Musk
@elonmusk · 12 июл. 2026 г.
Cool
@jason@Jason· 12 июл. 2026 г.I made myself a personalized podcast player using @grok 4.5 and @perplexity_ai Computer
It finds the top topics people are discussing on tech and business podcasts, then lets me play a single stream across multiple podcasts by topic.
When you click PLAY DEEP-LINK STREAM, it
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Elon Musk
@elonmusk · 12 июл. 2026 г.
Grok 4.5 is Opus class for browser use
Alexander Yue@Alezander907· 12 июл. 2026 г.I take it all back. We just got access to eval Grok 4.5 and it has landed above GPT-5.6-Sol and just shy of Opus for browser use.
Because cache input is expensive, the overall cost is only 10% cheaper than opus. Its overall a bit faster.
We have another opus-class model in the
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X Freeze
@XFreeze · 12 июл. 2026 г.
For the first time, Starship will carry 20 next-generation Starlink V3 satellites to space
Starlink V3 is designed to massively expand the network’s capacity and increase user speeds
After deployment, the test satellites will:
• Extend their solar arrays and antennas
• Attempt to connect with ground stations in South Africa
• Establish links with the wider Starlink constellation using high-capacity lasers
The satellites will follow the same suborbital trajectory as Starship, meaning they will not remain in orbit and are expected to reenter the atmosphere later in the mission
But the most interesting part is how Starlink will help inspect Starship
Six of the satellites have been modified with cameras designed to scan Starship’s heat shield and transmit the imagery back to SpaceX operators
Several heat-shield tiles have even been painted white to simulate missing tiles and provide clear imaging targets
The goal is to continue testing methods of analyzing Starship’s heat shield readiness for return to launch site on future missions
Starship launches Starlink
Starlink helps inspect Starship
The entire SpaceX ecosystem is starting to compound on itself
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Gail Alfar
@gailalfaratx · 12 июл. 2026 г.
Grok 4.5 is the truth seeking leader that other AIs can aspire to become
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Elon Musk
@elonmusk · 12 июл. 2026 г.
@beffjezos I say both energy and mass, as they are separate scarcities for practical purposes, despite being technically “equivalent”, as described by Einstein’s famous equation.
Our solar system has only a tiny percentage of non-solar atoms with which to build things.
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Yun-Ta Tsai
@yunta_tsai · 12 июл. 2026 г.
I would like to offer a counterargument that LLMs (or maybe AIs) cannot jump.
Before AlphaGo, the AI field had the same argument for Go: there are 2.08 × 10^170 possibilities, nothing fits in the computer, and there is no way AI could possibly predict the outcome of the next 50-60 moves.
It turned out most moves do not lead to a win. Combined with clever use of Monte Carlo Tree Search, the sampling becomes quite manageable. The same can be said for physics, where equations are just another form of compression.
Einstein did not start with relativity. That was not his first paper. He spent years understanding the properties of light before concluding that the speed of light is constant across the universe, which unlocked his discovery of relativity. During his thought process, he also interacted with other physicists (e.g., sub-agents) to enrich his thinking.
Currently we have not run an agent for years of compute. The sessions are often fragmented and disoriented, so every new session is almost a fragmented memory of the past, but it may not be for long.
Han Xiao ✈️ ICML 2026@hxiao· 9 июл. 2026 г.interesting position paper throwing cold water on autoresearch/ai scientist: LLMs can't jump.
The thought experiment is this: Take an LLM with a 1905 knowledge cutoff. Feed it every paper, every dataset, every equation of that era. Could it invent general relativity?
No.
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The Rabbit Hole
@TheRabbitHole · 11 июл. 2026 г.
How many people have left America to escape Capitalism?
VS
How many people have come to America while escaping socialism?
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Elon Musk
@elonmusk · 12 июл. 2026 г.
Try Grok 4.5 and see for yourself
Min Choi@minchoi· 11 июл. 2026 г.Ok Grok 4.5 is insane.
People are already building things that shouldn't be possible this fast.
10 wild examples:
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Elon Musk
@elonmusk · 12 июл. 2026 г.
Starship is evolving rapidly
Sawyer Merritt@SawyerMerritt· 11 июл. 2026 г.SpaceX just announced that they will be deploying V3 Starlink satellites for the first time during their 13th Starship test flight next week! Six of the satellites have been modified with a suite of cameras to scan Starship’s heat shield and transmit imagery.
Summary of every
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Samuel Cardillo
@CardilloSamuel · 11 июл. 2026 г.
and yes, i would say that @elonmusk mission with @SpaceXAI is going well. the results definitively shows how Grok 4.5 training pushed even further to become as neutral as possible and it does feel good to know there is at least 1 model out there that is within that neutral zone.
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Mark Kretschmann
@mark_k · 11 июл. 2026 г.
Grok 4.5 by @SpaceXAI is the most neutral AI model out there. Almost perfectly balanced between the political Left and Right.
No other model comes even close to its neutrality. Fantastic achievement, and much harder to pull off than most would realize!
Samuel Cardillo@CardilloSamuel· 11 июл. 2026 г.and yes, i would say that @elonmusk mission with @SpaceXAI is going well. the results definitively shows how Grok 4.5 training pushed even further to become as neutral as possible and it does feel good to know there is at least 1 model out there that is within that neutral zone.
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Elon Musk
@elonmusk · 12 июл. 2026 г.
Grok is the most politically neutral and objectively truth-seeking AI
Brivael Le Pogam@brivael· 11 июл. 2026 г.Encore un scandale.
On accuse Elon Musk sans arrêt de se servir de Grok pour faire passer ses idées.
Pourtant, le @neutralityorg vient de sortir The Neutrality Project : une étude indépendante qui prouve l’inverse.
Sur 18 modèles IA testés, 54 positions sur 60 atterrissent à
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Elon Musk
@elonmusk · 12 июл. 2026 г.
Next Starship launch aiming for Thursday
SpaceX@SpaceX· 11 июл. 2026 г.Starship’s thirteenth flight test is preparing to launch as early as Thursday, July 16 →
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Sam Altman
@sama · 11 июл. 2026 г.
homeboy you're the one sellling public market investors on short-term space datacenters
Elon Musk@elonmusk· 11 июл. 2026 г.He takes scamming to a whole new level
Elon Musk
@elonmusk · 11 июл. 2026 г.
We start flying them next year. Maybe you can come see them if your parole officer approves.
After stealing an open source AI charity, you then stole all of Apple’s phone technology! Wow.
What do you plan for an encore? That’s tough to beat.
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Peter Hague
@peterrhague · 11 июл. 2026 г.
How sustainable are Grok prices? Are they going to have be ratcheted up significantly at some point?
Elon Musk
@elonmusk · 11 июл. 2026 г.
Our token efficiency seems to be better than any other AI model and we see many more ways to improve inference per watt, so I think Grok will continue to be the best value for money of the frontier models
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Krzysztof Szczawinski 🇵🇱
@Kristof_Poland · 10 июл. 2026 г.
Jean-Jacques Rousseau – the original Woke
He invented it. Every premise of contemporary progressive ideology traces directly back to one man who had never met a "noble savage", never raised a child, and never lived according to a single principle he preached.
1. His
Krzysztof Szczawinski 🇵🇱@Kristof_Poland· 10 июл. 2026 г.Marcus Aurelius – the most reasonable guy from 19 centuries ago. Perhaps because Rome was roughly at the stage at which we find ourselves now.
He was the most powerful man in the world. He wrote the Meditations — his private journal, never intended for publication — to remind
Elon Musk
@elonmusk · 11 июл. 2026 г.
Rousseau was a real pos
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Adam Lowisz X Meetup 🇺🇸🇵🇱🇪🇺🇬🇧🇺🇦
@AdamLowisz · 11 июл. 2026 г.
Scam Altman has created a corporate culture of theft and criminality. Scam Altman can't be trusted.
Max Weinbach@mweinbach· 10 июл. 2026 г.wtf
Elon Musk
@elonmusk · 11 июл. 2026 г.
Bigtime
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Brivael Le Pogam
@brivael · 11 июл. 2026 г.
NIK@ns123abc· 10 июл. 2026 г.🚨 BREAKING: Apple is suing OpenAI for stealing trade secrets
APPLE: OpenAI “deliberately and systematically” stole confidential info from Apple employees
Chang Liu (ex-Apple engineer) kept his Apple laptop, found “bug” to access Apple cloud storage
Liu: “LOL, I found out I
Elon Musk
@elonmusk · 11 июл. 2026 г.
🤣💯
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