Dave Blundin

Yeah.

You know, it's funny, though, if you look at Elon's playbook, he is the master of scale and manufacturing and, you know, Tesla and SpaceX.

But AI training is different.

So building the Colossus data center is right in his wheelhouse, you know, record time, a million GPUs.

But these training algorithms are really finicky.

And I don't know if you remember, but in the summer of 2024, OpenAI was trying to get O3 out the door.

And they had a training run rumored to be $500 million of compute that was at a bug.

Yeah.

And the whole thing was not learning the whole time.

It had bad data going in.

And the whole time it was just burning up GPUs and not producing anything.

And it set back their entire program.

But that kind of stuff happens in software where orders of magnitude get thrown away and captured all the time.

And that may be new terrain to Elon.

And he might have to rethink his...

Elon is very, very hands-on.

And when you launch a rocket and it blows up, it's pretty obvious.

You remember he threw that huge ball bearing at the window of the Cybertruck, which was supposed to be bulletproof, and the thing broke.

It's like, okay, guys, you're fired.

Next guy.