Assertion Partly supported AI assessment confidence: 95% certainty 4/5 debate potential 3/5

O'Driscoll: Musk earns $2B monthly selling compute to Anthropic and Google

Rory O’Driscoll · SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings · Jun 11, 2026 · at 52:22

Rory O'Driscoll, General Partner at Scale VP, discusses how Elon Musk monetized xAI's Colossus supercomputer data centers by selling excess GPU capacity to rival AI developers.

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“He found two of his biggest competitors who want to buy from him. You know, he's getting two billion a month, 1.25 from an topic and nine 50 from, no, the other way around, nine 50 from a topic, 1.25 from Google, the other way around, two billion a month. Two billion a month, twenty four billion a year in terms of compute revenue.”

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