x-Apple / x-Rivian (tech team founder) Disruption happens. Optimism ahead. 🚀🇺🇸 My Articles x.lingyaoai.com/pbeisel/status/1848807…
Silicon Valley
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10GW x $30 - $50 per watt = $300 - $500 billion per year in revenue
A reasonable projection if they actually print ~$300 billion next year and are still growing is on the order of $250–$450 per share
$SPCX
Elon Gives You a Hint About a Near Term Investment Opportunity.
Elon Musk has made so many consequential statements in his life, it is hard to pick one that stands out above the rest. But this one matters if you are looking for a home for some of your investable funds.
“We’ve already built the most powerful AI training clusters in the world. And then what we expect to do by the end of next year is about 10 times more than what we’ve done thus far.
This will be very important practice for space AI.
And I do think that AI training will continue to be on the ground, but AI inference, the day-to-day use of AI, will be in space.
So we’re aiming to get to 10 gigawatts by the end of next year. This is depending on what the value per watt is. If the value per watt is probably going to be $30 to $50, which means if we bring 10 gigawatts of AI online by the end of next year, it will be $300 to $500 billion a year in revenue. Big numbers."
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When using Grok in the car (on my Tesla), one of the weirdest things is how the voice changes from prompt to prompt.
It’s clear that I’m sometimes getting a different version of the text-to-voice system for the default “Rex” voice.
Rex seems to have about 3 different voices at present.
I’m sure this will sort itself out, but it’s certainly a strange feeling.
It’s like knowing how the magic trick works while you’re watching it.
@grok
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SpaceX Counterweight
Companies like Anthropic show why competing frontier models matter.
OpenAI and Anthropic worry me. Their founders seem to carry a God complex, and the trajectory looks like Icarus: building systems they increasingly anthropomorphize, then writing the rules for what those systems should value.
That is why @SpaceXAI needs the largest model, both in intelligence and scale, as a counterweight.
Elon’s approach is simpler: maximum truth-seeking.
No anthropomorphizing. It is software. Ones and zeros.
Treat it that way. And keep it simple in the way it treats us.
Grateful that @elizabethjdias of @nytimes wrote this piece on how Anthropic thinks about their model, software consciousness, & the model's role vis-a-vis religion. If you are doing business with this company (customer/partner), evaluating it (press), or regulating it (government), it is important to know how "they" think about their models and what they are doing. It's very different from any software company that ever existed.
Judge for yourself what you think about this approach, but be aware and informed.
nytimes.com/2026/09/29/us/an…
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The US government is lucky that SpaceX exists.
Cheaper and better is rare combination.
$SPCX
The Washington Post famously claimed Elon Musk's companies received $38B from US governments. The truth? Elon Musk's company, SpaceX, SAVED the US Government (and taxpayers) an estimated $14B. I've covered that in detail in the upcoming article, but here's the graphic:
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We have reached over 10,000 Starlink connections on NetP, a majority in the United States.
The average download speed is holding steady at around ~70 Mbps, uplink at ~8 Mbps. Many connections are getting appreciably more (+ 100 Mbps range).
Latency averages around 45 ms.
If you have Starlink (or even if you don't), connect and contribute data to NetP.
And if Starlink is present on your next flight, run NetP too please.
netp-app.com/starlink
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Grokipedia v0.3 is quite awesome actually.
grokipedia.com/page/Phil_Bei…
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Delta CEO has dug a hole.
Now we all know where this is headed: eventually @Delta will have Starlink.
The only question is: under the same CEO?
Now we get to watch a man dig himself out of a self-imposed hole— one created by a silly personal position and petty politics.
We now have three very public Starlink decels: Delta's CEO, Ryanair's CEO, and the PM of Canada.
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They have the weapon, Starlink. Now its time to battle Delta.
Our fast, free inflight Wi-Fi from Starlink is game-changing.
Now it's time for you to make a change.
We’ll match your hard-earned status when you switch to United now: united.com/switchtobetterwif…
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The Delta CEO will be putting this sticker on all Delta planes.
He said it will rollout similar in cadence to United's conversion to Starlink.
Delta is adding a new tier to its Medallion Members program:
Delta Decel
Decel members get free access to endless in-flight Solitaire and free 5W USB-A in-seat charging.
Delta CEO Edward Bastian said, “Decel is our newest program. We like to call it permanent airplane mode.”
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Bits vs. bytes
“My internet connection is 100 Mbps (megabits per second), and my photo is 15 MB (megabytes) in size.”
Why does networking use bits, while computing and storage generally use bytes?
A bit is a unit of information: either a 1 or a 0.
A byte is 8 bits.
When we're talking about data processing and storage, bytes are convenient because computers generally organize and address data in byte-sized units. A file might be 15 MB, memory might contain 16 GB, and a CPU might operate on 64-bit words made up of 8-byte chunks.
Communications are different.
At the physical level, a network connection is fundamentally moving a stream of bits from one place to another. The natural measure of that signaling rate is therefore bits per second— 100 Mbps means 100 million bits per second.
So:
100 Mbps = 12.5 MB/s
in the theoretical, ideal case.
In reality, you won't necessarily transfer a 15 MB file in exactly 1.2 seconds because the network has protocol overhead, packet headers, error correction, encryption, retransmissions, and other inefficiencies.
The distinction is therefore less about what the data is and more about how we're measuring it:
Storage and processing → bytes
Communication and transmission → bits per second
A useful way to remember it:
Bytes describe the data. Bits describe the rate at which we're moving it.
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This is the correct approach.
Regulatory cover is the wrong approach. Regulatory capture is the wrong approach.
These are companies, not “labs.”
There should be no “lab leak” excuse for a bad AI. Companies build and deploy these systems. They must be responsible for them.
And so they will be.
This puts a high burden on the companies— but that’s the point.
It’s a better approach than saddling them with layers of regulation that make everyone feel like something is being done, without actually solving the problem.
Yesterday at the White House, leaders from across our industry came together to sign the White House Accord on Super Intelligence.
The principle is simple: the companies building this technology have the primary responsibility to develop and deploy it safely, and to be accountable when they fall short.
The Accord reinforces that responsibility with robust internal controls, independent external evaluation, and board level oversight.
Super Intelligence offers an extraordinary opportunity to advance discovery, productivity, security, health, and prosperity.
The future of Super Intelligence will be shaped not only by what it can do, but by the confidence it earns. By building with ambition, rigor, and responsibility, we can help ensure this extraordinary technology expands opportunity and improves lives for generations to come.
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AI and jobs. Elon explains it well.
Jobs change. People adjust.
Not so long ago, more than 500,000 women in the U.S. worked as telephone switchboard operators. Their job was to physically connect one part of the telephone network to another to complete a call.
Digital switching replaced essentially all of those jobs.
The jobs disappeared. The work changed. People moved on.
That’s what technological progress does.
🚨 Elon Musk just silenced a reporter complaining about superintelligence with a pure mic-drop response.
Absolutely brutal.
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Delta is adding a new tier to its Medallion Members program:
Delta Decel
Decel members get free access to endless in-flight Solitaire and free 5W USB-A in-seat charging.
Delta CEO Edward Bastian said, “Decel is our newest program. We like to call it permanent airplane mode.”
Best way to sandbox an AI is to put it on a Delta flight – it will have no chance of accessing the Internet!
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