Nathaniel Whittemore

It's about the seriousness with which people are taking the potential disruption for this technology and preparing themselves for it.

I believe there continues to be a strand of people who are hoping to just wait it out and return to the world that once was.

And obviously, I do not think that that's going to happen.

Moving over to an issue that has become part of the political cannon fodder around AI, which is of course data centers, XAI's Colossus 2 has now reached one gigawatt of capacity, becoming the first training cluster to cross that threshold.

The data center is now drawing more power than the city of San Francisco.

For comparison, the first Colossus cluster has a total capacity of 300 megawatts.

while OpenAI recently disclosed that they have 1.9 gigawatts across their entire training and inference fleet.

Construction began in March of last year, so this milestone was nine months in the making.

The only other cluster that's close is Anthropic and Amazon's new Carlisle data center, which is expected to hit one gigawatt sometime in the first quarter of this year.

OpenAI's Stargate Abilene is expected to come online over the summer.

For now, XAI is the only company with access to this much compute, which is exactly what we discussed as the big potential opportunity that could translate into differentiation for Grok in the year to come.

Colossus 2 is also using Blackwell GPUs, making it one of the first training clusters to run Nvidia's latest hardware and the only one at this scale.

The cluster reportedly contains 550,000 GPUs as currently configured.

As Amateo Kaplan put it, gigawatt Grok has arrived.

Now, staying in Musk world for a moment, Elon Musk is seeking up to $134 billion in damages from OpenAI and Microsoft as his lawsuit heads to a trial.

A trial date has been set for late April, and during a hearing on Friday, Musk's lawyers quantify the damages.

Their argument is that Elon is entitled to a portion of OpenAI's current $500 billion valuation due to the $38 million in seed funding he donated to the nonprofit in 2015.

Musk's lawyer wrote in court filings, just as an early investor in a startup company may realize gains many orders of magnitude greater than the investor's initial investment, the wrongful gains that OpenAI and Microsoft have earned, and which Mr. Musk is now entitled to disgorge, are much larger than Mr. Musk's initial contributions.

which is a very legalese way of saying if that $38 million had been an investment into a for-profit startup, it would have been a heck of a lot more than $38 million by now.

The filing also says that Musk plans to seek punitive damages as well as an unspecified injunction.