Datacenters, chips, agentes de IA e o caminho até a superinteligência (SI). Infra e governança de TI. Aqui eu falo do custo e do valor real da IA.
Sao Paulo, Brazil
Joined July 2017
- Tweets16K
- Following2.4K
- Followers938
- Likes37K
celso 🇧🇷🇮🇹 retweeted
As pessoas acham que o Cybertruck tá saindo de linha pq foi um fracasso, mas na verdade ele tá saindo de linha pq o Cybercab é o carro mais lucrativo da história da indústria automotiva.
Lucro por Cybertruck vendido: ~$6,000 – $10,000
Cybercab (COGS/CMV) é < $30k e ele gera algo como $100k de lucro (!!!) por conta do revenue share das corridas.
celso 🇧🇷🇮🇹 retweeted
Petróleo Brent já caiu mais de 23 dólares em 2 semanas, queda de 20%
Isso vai começar a reduzir a inflação na próxima leitura.
celso 🇧🇷🇮🇹 retweeted
GrokBot engineers just released a 11-page PDF on GrokBot token usage and how to cut it from 100% to 20%:
why GrokBot burns your weekly pool, what eats the most and how to cut usage from 100% to 20% in my 11-page research:
step 1 → usage is one equation: wake-ups × context × steps × fan-out. The factors multiply, so four small cuts beat one big one
step 2 → it's one pool. Grok chat, GrokBot and Cursor drain the same weekly %. No per-bot breakdown, no warning before 100%
step 3 → wake-ups burn first. routine every 15 min runs 672 times a week, even when nothing changed. Test runs count too
step 4 → swap schedules for triggers. Slack mention, email, GitHub event, webhook. Same job, 672 runs → 15
step 5 → every reply re-reads the whole thread. GrokBot on one job for 6 weeks carries all of it into every run. Retire it with 300-word handoff note
step 6 → trim the profile and memory. They ride along on every step, thousands of times a week
step 7 → give every task finish line and a stop rule. Fails twice? Stop and ask. Retry loops are the worst leak
step 8 → apps over clicking. Open, screenshot, scroll, click is 7 steps. A connected app is 1 call
step 9 → one owner per job. 4 GrokBots in a group chat = up to 4 billed replies per question. Cap bot-to-bot at 2 messages
step 10 → at 80% midweek switch to low-usage mode. Pause routines, final results only, set a spend cap before 100%
the result: same jobs, 2,000 units → 400. Wake-ups alone cut the week in half. pool didn't get bigger. Your GrokBots got leaner.
this 11-page PDF teaches you how to never hit your GrokBot limit again
save now, then read how to save GrokBot tokens in the article below
your GrokBot hit 100% with 4 days left
no reset coming. Elon Musk called it "unsustainably" expensive
you're not using GrokBot too much. you're using it wrong
in this article, I show 10 settings and copy-paste prompts that make your pool last all week:
Readers added context they thought people might want to know
The claim that GrokBot engineers released this 11-page PDF is false. No such official document exists from xAI or the GrokBot team; it is the poster's own user research.
x.com/grok/status/21…
docs.x.ai/grok-bot/how-g…
x.ai/bot
x.com/elonmusk/statu…
celso 🇧🇷🇮🇹 retweeted
Just did a round table review with the Grok @Bot engineering team.
Fixes are being implemented overnight and you should notice a dramatic improvement by tomorrow. If not, reply to this post and we will address any remaining issues right away.
celso 🇧🇷🇮🇹 retweeted
Elon just told us why Google's guy left the SpaceX board.
"At this point, there are simply too many conflicts of interest with Alphabet, so he decided to step down."
Read that again. Google is now enough of a SpaceX competitor that its head of global partnerships can't sit in the room anymore.
Gemini vs Grok. Google's own space data center plans vs StarMind. TPUs in orbit vs SpaceX compute.
And Alphabet still holds about 555M SpaceX shares. At Friday's $134.27 close that's about $74.5B.
Too conflicted to sit on the board.
Not conflicted enough to sell a single share.
So conflicted that they are even buying more.
$SPCX
celso 🇧🇷🇮🇹 retweeted
ELON MUSK: “A conta de luz da IA é alta demais? Então, basta construir um data center no espaço”
“Em vez de economizar energia na Terra, a ideia de se mudar para o espaço”
REPÓRTER: “A IA consome uma quantidade absurda de eletricidade, né?”
ELON MUSK: “É verdade.”
REPÓRTER: “E isso vai aumentar ainda mais no futuro?”
ELON MUSK: “Se a IA evoluir, a demanda por energia também vai crescer, provavelmente.”
REPÓRTER: “Então a conta de luz vai ser um problemão!”
ELON MUSK: “Por isso vamos usar o espaço.”
REPÓRTER: “.... Hein?”
ELON MUSK: “Vamos construir um data center para IA no espaço.”
REPÓRTER: “Peraí, a gente tava falando de conta de luz, cara”
ELON MUSK: “E é exatamente isso que eu tô respondendo.”
REPÓRTER: “Por que raios no espaço, mano?!”
ELON MUSK: “Porque dá pra usar energia solar.”
REPÓRTER: “Energia solar a gente já usa aqui na Terra, né?”
ELON MUSK: “Mas na Terra tem noite, não tem?”
REPÓRTER: “É, tem sim.”
ELON MUSK: “E a geração varia por causa do clima.”
REPÓRTER: “Hmm, entendi.”
ELON MUSK: “No espaço, ajustando a órbita, dá pra captar luz solar por muito mais tempo.”
REPÓRTER: “Então você vai colocar painéis solares no espaço?”
ELON MUSK: “Exatamente isso.”
REPÓRTER: “Mas os computadores da IA não esquentam pra caramba?”
ELON MUSK: “Claro que geram calor.”
REPÓRTER: “No espaço não tem ar-condicionado, né?”
ELON MUSK: “A gente usa dispositivos de dissipação de calor.”
REPÓRTER: “Dispositivos de dissipação?”
ELON MUSK: “Os painéis solares ficam virados pro Sol.”
REPÓRTER: “Tá.”
ELON MUSK: “Do lado oposto, colocamos equipamentos que liberam o calor pro vácuo do espaço.”
REPÓRTER: “Entendi!”
ELON MUSK: “É a radiação do calor pro espaço sideral.”
REPÓRTER: “Então o resfriamento é de graça!?”
ELON MUSK: “Não, ainda precisa de equipamentos.”
REPÓRTER: “Que é que é isso?”
ELON MUSK: “Mas dá pra criar um sistema bem mais eficiente.”
REPÓRTER: “E aí, pra quando isso rola?”
ELON MUSK: “Em 2 ou 3 anos, acho que o espaço vai ser o lugar mais barato pra rodar IA.”
REPÓRTER: “... 2 ou 3 anos!?”
ELON: “É o que eu prevejo.”
REPÓRTER: “Rápido demais, cara”
ELON MUSK: “O progresso da tecnologia é acelerado.”
REPÓRTER: “Mas pra levar tudo de foguete, gasta uma grana preta!”
ELON MUSK: “É aí que tá o pulo do gato.”
REPÓRTER: “Como assim?”
ELON MUSK: “Precisa reduzir drasticamente o custo de lançamento.”
REPÓRTER: “Ah, sei...”
ELON MUSK: “Se o transporte pro espaço ficar barato, as opções se abrem.”
REPÓRTER: “Ou seja, foguetes e IA tão todos interligados!?”
ELON MUSK: “É nesse futuro que eu tô pensando.”
REPÓRTER: “Cara, essa visão já não é de humano da Terra”
ELON MUSK: “Tem possibilidades fora da Terra também.”
celso 🇧🇷🇮🇹 retweeted
Larry Page reportedly has a number for how much computing will end up in space: five nines. As in 99.999%.
@patrick_oshag heard it secondhand: "Someone asked Larry Page how much of compute will be orbital, and he said five-nines."
@martin_casado's reason it might happen: "It's just basically regulatory." He thinks there are 500 proposed bills to stop data center building in the US, Texas included.
From @InvestLikeBest.
celso 🇧🇷🇮🇹 retweeted
BREAKING: Google’s parent Alphabet added another 3.85 million shares of SpaceX in Q3, its latest SEC filing shows.
Alphabet held 555 million shares worth $83.7 billion as of Sept. 30. SpaceX alone made up nearly 95% of its reported stock portfolio.
Google first put $900 million into SpaceX in January 2015. By the end of Q3, the stake was worth about 93 times Google’s original investment.
celso 🇧🇷🇮🇹 retweeted
I’m on Grok Bot’s Ultra plan, and my weekly allowance barely lasted five days. The extra top-up I paid for barely lasted ONE HOUR.
My bots have now been paused for two days, and I’m also unable to use Grok Chat or Cursor after hitting the shared usage limit.
I love what Grok Bot can do, but these interruptions are making it difficult to rely on for daily work.
Grok Bot team(@bot), is there a practical solution? What options are available for users who exhaust both their weekly allowance and paid top-ups?
Anyone else on Ultra having the same experience?
@SpaceXSI @SpaceX @elonmusk @grok
celso 🇧🇷🇮🇹 retweeted
难怪Grok Bot现在消耗token这么快了。
我昨天让Grok Bot帮我改一个静态html页面。通常它就自己很快改完了，或者交给Pi Agent。但是这一次花了不少时间。
今天我一看后台数据，好家伙，它拉起了Cursor Cloud Agent，建了一个项目，用Grok-4.7 High Fast模型，一通修改，干掉了我200万token额度。
现在让它在长期记忆里面记住了这条规则。
奈何现在 Grok Bot 套餐额度缩水，要是不跟着我的规则走，总是写代码拉起 Coding Agent的话，200美元套餐也顶不住。
celso 🇧🇷🇮🇹 retweeted
Here’s the full interview of @elonmusk with Ron Baron
0:13 - Exciting times ahead
0:21 - First principles and TerraFab
2:18 - Chip fabs geopolitical risk
5:51 - Terawatt scale ambition
6:14 - Trillion dollar phased build
7:36 - Why others don’t improve
7:49 - Austin research fab iteration
10:49 - Culture of speed and ideas
13:48 - Walking the floor hands-on
15:39 - Data centers pitchforks
16:44 - OpenAI origins Anthropic
18:09 - Building data centers fast
20:01 - Revenue exploding Jose meme
23:16 - Model Y best in China
23:28 - China ownership exception
24:50 - ARR to five hundred billion
27:45 - Digital AI economy boost
28:21 - Robotics five times productivity
30:10 - Rent robots not sell
30:41 - Memphis community benefits
32:55 - Data centers in space
33:35 - StarMind and space power
36:26 - Cost to orbit history
36:52 - Falcon nine reusability limits
39:09 - Hourly launches Starship size
40:25 - Chopsticks and heat shield
44:30 - Starship unlocks Starlink
46:49 - Agentic traffic thousand times
48:09 - Starlink V3 bandwidth explosion
51:26 - Spectrum and telcos
52:43 - Satellite replacement cycle
53:17 - Laser links hundred times
53:55 - Competing with China power
55:37 - Space intelligence advantage
57:19 - Demand from superintelligence
58:02 - Universal high income future
1:00:43 - Legacy contribution
celso 🇧🇷🇮🇹 retweeted
Elon just gave us a Q4 revenue hint without giving us the number, so I did the math for you. Its a blowout
"SpaceX revenue this quarter alone will be substantially higher than NASA's entire annual budget!"
NASA's FY2026 budget: $24.4B.
Wall Street expects $22.9B from SpaceX in Q4.
Even its highest estimate is $27.4B.
And "substantially higher" suggests Elon is talking about a lot more than just clearing $24.4B.
Call it ~$30B.
That would be:
2.1x Q3's $14.6B revenue
31% above the street average
10% above the street high
This is why the "SpaceX survives on NASA subsidies" take is so outdated. NASA supplied less than 5% of last year's revenue.
Now Elon is casually comparing one SpaceX quarter to NASA's entire year.
$SPCX
