[BrianGragg]

I see it more of lets make money off the hardware we are not using anymore.

From Elon on X: ... After that, I was ok leasing Colossus 1 to Anthropic, as SpaceXAI had already moved training to Colossus 2.

https://x.com/elonmusk/status/2052069691372478511

[philipwhiuk]

But like... most companies are so short of GPUs they'd run it on anything. SpaceXAI not needing the compute is not really a good sign imo.

[scottyah]

Are you worried about Google too? They're selling compute. Same with Microsoft, and Amazon. As far as I know Anthropic is really the only one that's compute-bound.

[dzhiurgis]

> As far as I know Anthropic is really the only one that's compute-bound.

I use gemini models daily. Jetbrains tells me when they are overloaded and switches to alternative (usually to openai which turns everything to shit). I'd say happens about fortnightly.

It's a good litmus and forecaster for AI demand and I wish we had more visibility.

[elxr]

Is gemini really better than gpt 5.5 currently? I haven't seen much sentiment along that direction.

[igor47]

No it's really bad

[fhn]

Google, Microsoft, and Amazon's business model include selling compute - SpaceX, not so much.

[signatoremo]

Why not? They can sell what makes sense for them, like surplus capacity, especially when there are desperate buyers.

[scottyah]

Amazon is a bookseller and Google is just a web indexer. GCP didn't even open it's preview until 2008. Not sure why you think a business model is in any way a static thing.

[skinfaxi]

Add Lidl to your list.

[lmm]

Amazon is a compute specialist, their competitive advantage is in the compute business. And conversely they're not really trying to play in the AI business, so it's not at all suspicious that they don't want to use all their compute themselves.

I am worried about Google and Microsoft, yes.

[scottyah]

Amazon tries to make money at pretty much everything they can. They are investing a LOT in AI even if it's not a consumer-facing chatbot.