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by epistasis 17 days ago
In the meantime, until Musk comes up with the next big "idea" to switch to, all the current revenue levers need to be pushed to max to try to make it to that next stage, since public companies demand revenue every quarter.

A lot of their revenue is also from renting out GPUs to more productive AI companies, so depending on how long that game can keep on going (getting access to GPUs before other companies), it could last for a while too.

1 comments

Here’s an idea: Musk launches a ton of orbital gpus but in reality it’s just an empty shell and real gpus sit in unused grok data centres. How would we even know?
That's actually the best take I've heard. It's like Amazon faking-it-till-they-didnt-make it with cashierless grocery stores.