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Elon is spending $1 billion on compute infrastructure like the Colossus 2 data center, while Zuck is spending $1 billion recruiting top AI researchers from OpenAI and rivals. Both are massive bets with no clear winner yet.

Elon is spending $1 billion on compute infrastructure like the Colossus 2 data center, while Zuck is spending $1 billion recruiting top AI researchers from OpenAI and rivals. Both are massive bets with no clear winner yet.
If you think about Elon versus Zuck, Elon is spending $1 billion on compute versus Zuck is spending $1 billion on humans, 'cause Zuck is poaching all these people from like OpenAI or wherever, right? These top AI researchers. Whereas Elon, did you see the new Colossus? Like Colossus 2 that he's gonna build? It's like an order of magnitude bigger than all of the other kind of data centers combined. But it's like he's betting more on compute. He thinks that that's real intelligence, right? Versus Zuck betting on humans. Now, who knows which one's right or wrong? This is just another reinforcement that there's no right or wrong way to do business. But you gotta have, guts to make either of these bets, and these guys aren't afraid to do it.