Beff Jezos floats Musk hiring Jensen for Terafab, open-sourcing Grok to commoditize labs
beffjezos · x · 2026-11-15
e/acc figure Beff Jezos amplifies Packy McCormick's speculative playbook he calls a 'nightmare for the Darioverse':
- Musk hires Jensen Huang to run Terafab, controlling the full stack from chips to compute.
- Open-source frontier-level Grok — a bigger threat to closed labs than anything Huang built at Nvidia, potentially teaming up with Meta since open source benefits it more.
The underlying logic is 'commoditize your complements': China's pro-open-source AI stance works because open AI complements the physical things it leads on (robots, cars, factories, bio labs). The same logic applies to SpaceX/Tesla versus Western rivals.
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