Kaplan/Chinchilla scaling laws provide a broad description of the resources needed to improve AI. The measured relationship is that loss falls as a power law in compute: L ≈ L∞ + A·C^(-α), with α somewhere around 0.05–0.07 for language models. Each halving of excess loss costs roughly 10–1000x more compute depending on the exponent. Converting …
Everything about SpaceX are the AI releases coming out every week. Grok Bot released and it is huge. Easier and more useful than OpenClaw. Productivity will mean super users at companies will use it. You can also get Grok Bot for less than $100 per month. Cursor teams. Grok Bot will become part of Macrohard …
Theo is a developer and founder heavily involved with agentic coding tools, T3 Code, Cursor integrations, and AI model testing. He reviews xAI’s newly released Grok 4.6. He notes xAI has accelerated dramatically since acquiring Cursor, moving from long dry spells to rapid back-to-back releases. Grok 4.6 It is not a new pre-train but a …
SpaceXAI Grok 4.6 is a major release that is by the frontier and competitive with OpenaI GPT 5.6. This is one of the major points on my list of SpaceX Stock Catalysts. Some of the items like Grok 4.7 are adjusted to the new later schedule. SpaceXAI Grok 4.6 is on the terminal bench leaderboard …
SpaceXAI Grok 4.6 is roughly the same performance as Fable 5 Max at an 85% discount. 80% cheaper for input tokens and 88% cheaper for output tokens. It is pareto dominant. Grok 4.7 will be significantly better as is a much larger model with the Cursor and SpaceX data included in pretraining. Grok 4.6 is …
Microsoft has already signed 10GW of AI data center contracts year-to-date for over $300B of total contract value, but those contribute to late-2027 and 2028 capacity, leaving a near-term gap to fill. Semianalysis has calculated the tokenomics of OpenAI and Anthropic at $100 billion per year per gigawatt. Microsoft can also monetize at $100 Billion …
CoreWeave ahas heavy reliance on leasing (rather than owning) data-center facilities. It uses a standard real-estate technique—capitalizing an ongoing rent stream—to put leased capacity on the same footing as owned capacity for honest cost comparisons. Breaking down the numbers $165/kW/month** is a representative (or modeled) base rent rate for CoreWeave’s colocation/powered-shell leases. 1 MW = …
It is a procurement metric, not a sales metric. There are three separate stacks and the industry deliberately blurs them. CoreWeave’s 3.5 GW contracted power and its $99.4B backlog are two different books. How tightly is the second mapped onto the first. They are very tightly, by design, because layer 3 is the collateral for …
Semianalysis agrees with my analysis of SpaceX getting up to $300 Billion per year by end of 2027. Spot prices are higher. The AI lease rates make sense. Coreweave and Nebius are spreading out fixed premium GPUs annual prices but requiring 5 year lockin. 5 years for $100 billion but not available during the next …
SpaceX Will push to new technology to improve the most important part of TERAFAB. These are the secrets that will enable 50 times more chips by 2030-2035 and the thousands more by 2040-2045. ASML technology will be taken to the next level. They only replace and improve the light source, which is about half of …
Terafab will close the gap between today’s chip production and the future’s demand — a future among the stars. Terafab Texas will be the largest and most valuable building on Earth by far. And it will be stunningly beautiful. pic.twitter.com/4NweOqTL7y — Elon Musk (@elonmusk) August 6, 2026 Sequoia's @shaunmmaguire explains why @elonmusk's Terafab is massively …