Colossus

“Why is Colossus charging 12 dollars an hour for Blackwells? It's because they're the only place you can buy 20,000 of them at once, right?”

“Because his cost of capital is low. That's right. Because no one else could have built, I mean, if you got into your local bank and said, I think AI is going to take off, I have a crackerjack engineering team, I really can build Colossus I and II in less than …”

“You just rented your AI warehouse Colossus One to Anthropic.”

“And of course, we announced the new Colossus capacity, which, you know, we brought online to serve all these new users.”

“We announced a partnership with SpaceX for their Colossus facility in Memphis. We're really excited about that. It's gonna allow us to continue to expand, especially on the consumer and prosumer side.”

“Anthropic will use all the computing capacity from SpaceX's Colossus One data center in a new agreement with Elon Musk's rockets and artificial intelligence company. SpaceX will supply 300 megawatts of new computing capacity Using more than 220,000 NVIDIA GPUs…”

“He's expanding to 555,000 GPUs across three buildings, eighteen billion in investment.”

“This isn't public. But I have a verbal agreement with this guy named Patrick O'Shaughnessy, one of us like the best, and he just signed me to Colossus.”

“It is trying to see enormous, like, not yet realized potential. And my principle is that is, when I do, it is my obligation. With nothing, maybe I invest, maybe, maybe I end up benefiting, but that's not the point. That it's my obligation to tell people about …”

“Like, if people say something's a good idea, I always get a little nervous, because if it's, if it sounds like a good idea, it just feels you're in a more competitive space, it's gonna be harder. I think the key is stuff that sounds dumb, but isn't.”

“I suspect it won't be long until that's much bigger than even the podcast, which itself is, you know, very, very big.”

“I would add on to that, like it should be different and really hard, like really hard to do.”

“Like, people can't say no to a cover. And so I tested that theory out and it was true. And I think what that means is it's like the ultimate form of spotlight and attention that you can give to somebody.”

“I would also say that speaking about existing effects, there's also a lot of reporting coming out of Memphis right now, especially around the methane generators that XAI has been using to power a particular supercomputer there called Colossus there, and specif…”

“Colossus, which is based in Memphis, which by the way apparently was built in a 122 days. So the fastest you know, time ever to build a data center.”

“It's the most powerful supercomputer of any kind.”