What's going on, everybody? Thank you for joining us today. This beautiful, beautiful day. I'm recovering from a sickness, so I apologize in advance for whatever shenanigans and nonsense. This is going to be about. This live stream is brought to you by Dayquil. Probably shouldn't be promoting any medicine.

Especially we don't get paid for it. I know, but like...

No money, just promote medicine randomly just to get in trouble.

Well, the only reason I'm here is... Because of NyQuil. Or DayQuil. DayQuil. Well, and you've got your strategy, which is like to put the credit card number out on the internet until it breaks and then just get a new one, so... It was in the logs of the the AI agent which is why it's so hard to do

live streams showing how to build stuff live here's your IP address oh by the way here's your

email address oh by the way here's your credit card you're like stop i'm live right now yeah he does

seem to have some sort of like a prescient sort of glimpse to the future that he's following very uh very artistically. He doesn't go off course. He's like, oh, he's going to do this. He was like, what do you do? That's, don't you want a video model to make AI sloppy? Don't do this. What do you think about the compute? What do you think about Elon giving the compute to Anthropic too? So that makes me kind of like XAI a little bit more too, because if they're allowing, you know, all of that compute to go towards Anthropic, maybe there's something there that he sees. Yeah, it's, it's, it's an interesting thing because the thing is how much of XEIs or SpaceX AI, whatever the company is calling, whatever it's called now, it's interesting because how much of that compute is sort of unused. Like, why is it unused? Why doesn't Elon just use all of it? He's in charge of it. He's got a company that builds models. Well, I think it's actually super complicated to figure out exactly what the sort of you, how much you need to use it versus how much it costs because it's, you know if you produce 10,000 cars, you need to sell 10,000 cars. You know what I mean? Or like even a power plant, I feel you can kind of modulate up and down how much sort of like energy you're produced to meet demands, et cetera. With compute, if you bought enough chips to have a certain amount of compute, if you're only using 10% of it, like,

you're kind of losing money because the rest of it is sitting unused. And you don't want,

you don't want to go over it. Like, you want to be using 100% of your capability at all times.

And like what you've seen with anthropically, they didn't buy enough compute. And that caused

a bunch of issues because now they have to like real stuff in. A lot of people are very mad at them for limiting how many tokens can be used. I mean, I don't know if you've seen that whole drama. Like people are kind of mad anthropic because of just all the stuff they've been doing. People are canceling their accounts. And then at the same time, you know, XAI has this massive expansion, but I don't know if they have enough.

He wants to build the coding stuff.

And he hasn't been able to catch up to Anthropic and to open AI with the coding models.

And I think that's why they have the cursor deal, where cursor gets access to their compute.

But really, I think it's for the data.

A lot of it is for the data because

cursor has the largest amount of users using it for coding purposes every single day. So I think

Elon is aggressively trying to catch up on the coding front. That's why, you know, the thing

that I wanted to show today also is like that croc build thing. So he's got his own CLA. So he's doing everything he can to try to catch up.

So he built this massive amounts of compute capability that's being unused.

I think in part because what, do you know kind of the ranking?

Like how many users, daily users do they have for GROC versus B.E.I. Anthropic. There's a pretty big gap, right?

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