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Theo
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@elonmusk

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Theo showed your posts 12 times and read 5 aloud.

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  1. On screen 49:52Also on screen at 1:11:12Also on screen at 1:13:34
    I shipped a lot and learned even more :)
    Elon Musk@elonmusk

    Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn't have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we're investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many. I think we're going to see a lot of stranded compute in partially complete data centers.

    Shown on screen 3 times. Not read aloud.

  2. On screen 21:22Read aloud 21:24
    finally a good small model
    Elon Musk@elonmusk

    Congrats on another great model!!

    Theo read it aloud at 21:24
    I just saw Elon reply to them with congrats on another great model.
  3. On screen 0:05Read aloud 0:00
    Elon promised this one would be good...
    Elon Musk@elonmusk

    Grok 4.7 will exceed all current models. That said, Anthropic is a great company and will probably release improved models soon. However, the SpaceX training corpus is so awesome & unique that I would be shocked if any model is better at real-world engineering than 4.7. Grok 4.7 will exceed all current models.

    Theo read it aloud at 0:00
    Gro 4.7 is finally here, and this is a model I've been pretty hyped about for a while, and it's not just me.
  4. On screen 3:39Also on screen at 5:28Read aloud 3:37
    Elon promised this one would be good...
    Elon Musk@elonmusk

    Interesting. Grok 4.6 releases around August 7. This will be the 1.5T model with significantly improved SFT & RL. Grok 4.7 will be the 2.1T model released a few weeks later. This will be better than 4.6 in every way, except slightly slower to serve, albeit with even better token efficiency. Interesting. Grok 4.6 releases around August 7. This will be the 1.5T model with significantly improved SFT & RL.

    Theo read it aloud at 3:37
    Specifically, he said that Gro 46 would come out early August and it would be their 1.
  5. On screen 18:58Read aloud 19:46
    Elon promised this one would be good...
    Elon Musk@elonmusk

    Grok 4.7 comes out in 10 days x.com/tobi/status/20... Replying to @farzyn Grok 4.7 needs a few more days to cook. Grok 4.7 needs a few more days to cook. We might have penalized response length too much (or something) in RL, as it still gives up on hard tasks (that it can do!) too early and isn't yet sufficiently rigorous in checking paigge its work. Following

    Theo read it aloud at 19:46
    this is also why we've seen users with some very weird experiences with the model like here where someone's using it in Grock build custom.
  6. On screen 0:30
    This is really bad…
    Elon Musk@elonmusk

    Worth reading Superintelligence by Bostrom. We need to be super careful with AI. Potentially more dangerous than nukes.

    Shown on screen for about 6 seconds. Not read aloud.

  7. On screen 0:33Also on screen at 25:30Read aloud 25:30
    I think they mean it this time
    Elon Musk@elonmusk

    Dario is right

    Theo read it aloud at 25:30
    Having that plus Elon hopping in saying Dario is right, yeah, this is actually going to happen.
  8. On screen 22:51
    NVIDIA Just Lost Their Lead
    Elon Musk@elonmusk

    Starbase Louisiana will ultimately have over a dozen launch towers, enabling more than 30 Starship flights per day and making it the biggest launch site on Earth! Terafab.AI

    Shown on screen for about 17 seconds. Not read aloud.

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