Elon Musk
๐ค SpeakerAppearances Over Time
Podcast Appearances
And you can convince that data center that's not yet planned for, let alone built, that that's the best viable option.
Right.
The key is that right now, we already have silicon.
We have verified silicon.
It is real.
We have taped out these chips.
We've de-risked the fundamental physics.
So from here, unlike quantum computing, where you still need some more physics miracles to make it happen, there are no more physics miracles in our roadmap.
From here, it is hard engineering, but it is just engineering to get to market.
And so we can build a timeline and an engineering schedule that is tractable and actually can deliver on time.
I'm just trying to understand how difficult this is going to be, Michael.
Cerebrast is doing interesting things, different technology.
Sure.
GROK, when NVIDIA took GROK, they were like, well, they didn't have a place in the world.
You seem to think that actually the underlying technology, OPU, does have a place in the world.
What evidence would you provide for that?
Great to have you both on this funding round.
Intel's down half percentage point, but in reality, Kara, it's just treading water ahead of earnings after the bell.
It's up 15% in a short US week because of the holiday, and it's up like 46% year to date.
And whatever it tells us about AI, the reality is right now it's bread and butter business CPUs is in demand, and that's really helping it.