last year the recipe for success was allegedly to gather as much compute as possible, and Elon certainly acted on that. nobody would have le…

last year the recipe for success was allegedly to gather as much compute as possible, and Elon certainly acted on that. nobody would have leased “excess” compute last year. certainly not elon. the fact there is such a thing as excess compute now is a HUGE sea change. people aren’t yet realizing what that means for the markets. but they will. @Robotbeat @GaryMarcus I don't understand how people view it as a bad thing. Grok is still being developed and trained. Nothing is changing. They are just renting their compute in the interim when they don't absolutely need it.

Source: Gary Marcus (X) | 2026-06-06