Comment by fasbg1

17 hours ago

I though Claude is too woke. Musk has posted that at least 50 times in the last year.

But booking outrageous rental fees as fake AI revenue ahead of the SpaceX IPO apparently takes precedence.

19 comments

fasbg1

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energy123  8 hours ago

He posted that AI will kill everyone, then stopped when he started his own AI company.

He tried to steal the OpenAI charity, then started complaining about someone else stealing the OpenAI charity after he failed.

He attacks European democracies about free speech, but is a compliant little censor for Turkey, India and other non-European countries.

0xy  17 hours ago

Anthropic is paying real cash, how is it fake revenue?

  • 123aad  16 hours ago

    Fake __AI__ revenue. Maybe Hetzner should build Colossus4, rent it out and book it as AI revenue instead of hardware rental revenue and get a P/E of 100.

    • nikcub  16 hours ago

      Anthropic this quarter will have revenue of $10.9B, up from $4.8B last quarter[0]. They're paying SpaceX $1.25B per month for compute[1] - which is more than what SpaceX earn on space. SpaceX spent about $30-40B in capex on Colossus 1 & 2.

      This is all real revenue, real spend, real usage.

      Hetzner just aren't at this scale. Not even close. If they wanted to get into this business - first, they're late. Second, it's at a scale of ~10x of their total lifetime datacenter buildout. Third, they'd need to change their business to being one that is debt fronted.

      xAI have proven out that being able to deploy compute is a very viable business (and difficult to pull off)

      At some point AI cynicism clashes with reality, it must be exhausting maintaining it.

      [0] https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-...

      [1] https://www.wired.com/story/spacex-ipo-anthropic-compute-fin...

      7 replies →

Rover222  15 hours ago

He talked with the Anthropic team, and his concerns lessened. It's actually a good thing to be able to change one's mind.

  • SilverElfin  11 hours ago

    You’re falling for the Musk shell game. He just says whatever is convenient at any given moment. FSD. Funding secured. I talked to the Claude guys.

    He didn’t change his mind about anything. It’s just that he wants to prop up SpaceX’s IPO as much as he can. Plus if he hits various targets, he unlocks more shares for himself, I think.