马斯克xAI 全员大会，架构大拆解：Macrohard如何挑战微软+EverythingApp 美国版微信+Grokipedia 真理百科+直击Colossus 算力巅峰

Hello.

Welcome to the uh XEI all hands. We've

got a very exciting presentation for you. We're going to start off by

you. We're going to start off by recapping the incredible progress that the XI team has made in uh just two and a half years. Uh it's really remarkable uh in pursuit of our goal of

understanding the universe. So just

going over our accomplishments since inception. Uh it's important for to bear

inception. Uh it's important for to bear in mind that uh XI is only two and a half years old, basically a toddler. Uh

and we've nonetheless achieved an incredible amount in a very short period of time. So our competitors are uh five

of time. So our competitors are uh five 10 some some cases 20 years old. Uh they

have much larger teams. that started off with far more resources and yet nonetheless we have achieved number one in many arenas uh in in just a few

years. So uh we we've achieved number

years. So uh we we've achieved number one in in voice uh in image and video generation. I think we now at this point

generation. I think we now at this point are actually generating more images and video based on the last numbers I saw than all of our competitors combined. Um

we uh are winning in terms of forecasting which is one of the key metrics of intelligence. Uh so our the Grock uh 420 forecasting model beat all

the other AIS in forecasting. Um and

we've topped many leaderboards. Uh we've

got uh now a great uh app with the with with the imagine with the core rock.

We've made radical improvements to the X app and we've launched a Graipedia which is on its way to far exceeding Wikipedia and ultimately be orders of magnitude

are more comprehensive and more accurate and have more information as well as video and and and image data that simply isn't there on Wikipedia. So it's uh

it's intended ultimately to be encyclopedia galactica a distillation of all knowledge of uh yeah all knowledge.

Um and uh we we've we're uh we're the first to achieve a 100,000 uh H100 GPU training cluster and we're now about to

achieve the first 100 I should say 1 million H100 GPU equivalents in training.

So a really an incredible amount of work in a very short period of time. And it's

it's important to consider for competitiveness of any technology company what matters is not the position at any point in time but what is your

velocity and acceleration and if you're moving faster than anyone else uh in any given technology arena you will be the leader and XAI is moving faster than any

other company no one's even close so let's go to our team uh as we uh grow as a company, a natural thing that happens

is you reorganize the company as it scales up. So when you first have a

scales up. So when you first have a startup, you might have just a few dozen uh people and they all just chat amongst themselves. As you grow to several

themselves. As you grow to several hundred people, you have to then add more structure. Just like an organism

more structure. Just like an organism that grows from a single like we all just grew from a single cell um and into a blob of cells. Then you get or organ

differentiation limbs. You grow a tail.

differentiation limbs. You grow a tail.

Hopefully the tail disappears. And then

uh you become a baby. You go through these stages. And so we're we're uh uh

these stages. And so we're we're uh uh organizing because we've we've reached a certain scale. We're organizing the

certain scale. We're organizing the company uh to be more effective at this scale. Um now naturally when when this

scale. Um now naturally when when this happens there there's some people who are better suited for the early stages of a company um and and less suited for

the later stages and so uh and and for for the people that that have departed I'd just like to say thank you for contribution uh thank you for getting us this far and we wish you very well in

your future endeavors. So now going on to uh the new structure of the company.

Uh the company's organized uh in four main application areas. There's there's

Grock main and voice which is really the the the main Grock model. That's why

it's called Grock main. Um then there's a coding specific model. There's an

image and video model which is imagine and then macro hard which is intended to do full digital emulation of entire companies.

and and then we've got uh the infrastructure layers. So, I'd like to

infrastructure layers. So, I'd like to invite members of the team to come up and talk about each of their areas.

Hey, thanks Elon. So Grock main and voice are going to be merged into one team and you know on voice one anecdote is September 2024 open had this product

you could talk to advanced voice mode and we had nothing no model uh of course no product uh we started much after that and in a span of few months 6 months we developed the model in-house from

scratch without a bunch of people who knew audio and had a product that was surpassing open end 6 months fast forward six more months and now we have

Grock in more than 2 million Teslas. We

have a Grock voice agent API. You can do all kinds of amazing things. In a span of one year, we went from nothing to being leaders. That kind of stuff is

being leaders. That kind of stuff is only possible in a place like XCI where you have small teams, committed, mission focused, lots of compute. Um, and we really really want to keep pushing. Same

story on the chat models. You know,

we've always been at the forefront of uh reasoning uh starting from Groc 1.5, GO 2, GO 3. And we want to really move to a world where it's no longer about just question answering. We want to build an

question answering. We want to build an everything app. So you should be able to

everything app. So you should be able to come to it and really get done whatever you want. You know, ask a legal

you want. You know, ask a legal question, uh make a slide deck or or you know, solve a puzzle, stuff like that.

Yeah. So I really think on the product side, we're really going to see a huge transformation happening in a very short period of time. uh we're going to see work the magnitude of amount of work

that all uh knowledge workers are going to be able to produce increase tfold in the next short period of a few months.

Uh the models that we are building out are incredibly uh amazing and we have a lot on the way and we're really excited to share that with with you all. Um and

on a product side the goal is to just build that portal that allows you to accomplish all of your work and how do we amplify everyone to achieve much much more than what they can accomplish alone. and we're building that out and

alone. and we're building that out and it's it's going to be an incredibly easy to use experience that just works seamlessly.

Uh that being said, we are hiring and we're looking for intelligent and smart people. This is not an easy place to

people. This is not an easy place to work, guys. Like this is

work, guys. Like this is it's a grind, but we have I guess like interstellar ambitions. So, it's it's

interstellar ambitions. So, it's it's not going to be easy, right? So I will say having come to XAI uh it has been an opportunity of a lifetime to work among really smart and

really passionate people. The vibes here are amazing and it's truly an environment where if you're a smart person and you want to get done, you can get done. There isn't like

organizational overhead getting in your way or kind of I don't know like having to write docs and all this kind of stuff. You just do stuff. At least at

stuff. You just do stuff. At least at least for me I just you know just you can do things here and that's amazing and I invite more people to come here and just do awesome things.

Yeah. So with with the the Grock main the the sort of main um foundation model the intent is that it's it's genuinely useful in a wide range of areas. So if

you're doing uh engineering or law uh or trying or or medicine any anything uh it is useful uh to you in in in your job uh

that's uh essential to understanding the universe and and making things as useful as possible like when GR gives you an answer that you can count on it.

Yep. Absolutely. Right. All right. Thank

you. Thanks.

Open.

May we open space.

AI work.

Tesla, everything.

for XAP.

Twitch fashion.

list.

Let's see. Now, we'll try to bring in uh Hiner and Spencer who are actually uh at our supercomput cluster in Memphis. Hey

Hunter.

Hey I'm I'm H from the computer and network infrastructure team. Uh we are mainly based in Pal but today we're here in Memphis in the super computer.

So the data center here in Memphis one it's the largest tribute class on the planet and it is still growing.

Uh our job is to keep all this computer up and running the next vers and just serve uh AI output to our users. But

used to work well a lot of ingredients.

Uh actually just put the mic really close to your mouth because you're the ambient noise is high.

It's getting getting too loud. Let me go back.

So I was saying our job to keep the computer up and running to try the next model of drug and serve AI. So users so for GPUs to work well uh a lot of ingredients have to come together mainly

software and hardware. So there's all these chy CPUs nicks switches and hundreds of thousands of operating systems running as one big supercomputer

and um what we need is folks who really understand the really understand and really understand how computers work on a deep level.

Um, in order to understand the universe, you must explore the universe. There's

only so much you can learn from uh from just being on Earth uh with telescopes and and colliders on Earth. Ultimately

you have to go out there and you have to explore the universe to understand it and that's the motivation uh behind the

combination of SpaceX and XAI um is to accelerate humanity's future in understanding the universe and extending the light of consciousness to the stars.

So in the grand scheme of things, when you look at how much energy Earth is actually using for civilization, we're

only right now using, call it roughly 1% of the potential energy of Earth. Um,

and if we wanted to use even a millionth of the sun's energy, that would be roughly a million times more energy than civilization currently uses.

The only way to access that that energy the energy of the sun is to extend beyond earth. Earth is really a tiny

beyond earth. Earth is really a tiny tiny dust moat in in a vast darkness. Uh

you know the sun is 99.8% of all mass in the solar system. So you you have to expand beyond the tiny dust moat that is

earth uh to to make uh any significant dent in using the sun's energy. Like I

said, it's you'd have to expand roughly a million times just to get to 1 millionth of our of our sun's energy.

And then going beyond that, exploring ex extending to the galaxy and maybe someday even to other galaxies.

So the uh the the next step beyond Earth data centers is our our Earth orbital data centers.

Fore speech.

Fore speech.

Xchech.