Musk: winning AI means owning both chips and models — 'we must win here'
r0ck3t23 · x · 2026-09-04
This long thread unpacks Elon Musk's stated AI strategy: chips set the ceiling on what models can be trained, and models set the spec for next-gen chips — so owning both closes the loop, while owning one means waiting on someone else. Musk: "We got to win here, on the AI hardware and the AI software," placing AI above all his other programs because "the future is overwhelmingly AI and robots." The author argues intelligence and physical labor are inputs to everything, so improving both raises every ceiling; whoever arrives first while the shape is still soft sets the defaults everyone else inherits — and Musk is building chips, models and robots simultaneously to put that thesis into hardware.
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