TRANCEWARP: tedy nerefinancovali, nedostali nove smlouvy, a to dale snizovalo cenu nemovitosti.
To by bylo ekvivalentni tomu, ze by banky prestaly pujcovat velkym firmam. Ale to spise pozadaji o restrutturalizaci firmy a pujci jim jeste parkrat.
Jancura je taky zadluzeny na 100 generaci, ale banky mu stale dale pujcuji.

To je prost borec..Jak rika Jensen..Vsichni videj tri roky dopredu a Elon vidi deset let dopredu.

SpaceX Bags Massive AI Compute Deal With Anthropic. What That Means for SPCX Stock.
https://finance.yahoo.com/technology/ai/articles/spacex-bags-massive-ai-compute-133405035.html

Why Elon Musk Turned SpaceX Into an AI Landlord
SpaceX acquired xAI, CEO Elon Musk's Grok chatbot developer, in February 2026. The acquisition allowed SpaceX to run its own models while leasing spare capacity to outside customers. Chief Financial Officer Bret Johnsen laid out the thinking at the Goldman Sachs Communacopia + Technology Conference on Sept. 10. SpaceX builds nearly everything itself, from rocket engines to satellites, and AI is no different.

"We're the GC building the building, putting up the power," Johnsen said, meaning that SpaceX acts as its own general contractor.

In Q2 2026, SpaceX's AI segment revenue rose to $2.6 billion, up 247% year-over-year (YOY). New cloud deals at the company's Colossus sites added $1.6 billion of AI sales during the quarter, while computing capacity reached 1.4 gigawatts, up from 400 megawatts a year earlier.

Johnsen noted that SpaceX's compute investments pay for themselves in less than a year. "The current economics have translated into a less than 1 year payback on our new capital deployments for compute," he specified.

Anthropic Could Pay SpaceX Up to $84.5 Billion
Anthropic could spend as much as $84.5 billion through 2029 on Nvidia (NVDA)-based computing capacity from xAI, according to a confidential initial public offering (IPO) prospectus reported on by Reuters. Most of those agreements can be canceled with 90 days' notice.

Muskovi to samozrejme doslo o rok drive nez vam a proto rychle stavi svoji super factory kde si bude cipy vyvijet a vyrabet sam a stejne jako u datacenter kterych postavil nekolik a vubec je nepotrbeuje, tak je za desitky miliard dolaru rocne pronajima konkurenci a tim jeho SpaceX vydelava jako svine...tak to stejne bude i u jeho superfactory ktera samozrejme za par let vyrobi vic cipu nez bude tesla potrebovat a proto je Musk bude nabizet i konkurenci a opet na tom neskutecne vydela.

DOKIS: slava, tys to pochopil, je to jak pises

SEJDA: cetli jsme ten samej clanek?
on tam resi refinancovani hypotek a ze dopad tech novejch datacenter ma na ne stejnej efekt

TRANCEWARP: Tohle teda neni pravda. Vubec nema cenu resit cenu tokenu, ale HW anebo energetickou narocnost na zpracovani tokenu a oboji jednoznacne klesa. Lepsi modely to stlacujou na mnoha vrstvach ~ pro stejny task mensi narocnost. Dalsi vec je obmena HW za novejsi.


TRANCEWARP: Kolik platis v predplatnem u frontier modelu, ale snizuje se to co generaci (viz. co jsem psal). U API je to otazka, API je radove drazsi na provedenou praci nez predplatne.

Kdyz jdes pres OpenRouter na nezavisle poskytovatele treba open-source modelu, tam je cena dost konvergencni rekl bych.

Obecne jak rika Koudy. Tohle se preklopi za IMHO nizsi desitky mesicu a par firem kolem toho krachne to ano.

Pak je tam jeste ta vrstva ktera se vubec nediskutuje, kdy u zejmena agentni prace krucialne zalezi na konfiguraci, pouziti a proste uzivateli. Jak pisu tady [PETER_PAN @ Artificial Intelligence AI] , jen par pravidel mi srazilo spotrebu na 1/3. U opravdu precizniho ladeni workflow to muze byt i mnohem vic. Tohle je ted vlastne pionyrska doba, tohle bude mit SOP, benchmarky, doporuceni, ve chvily kdy se bude platit fakt za API vzdy to zacnou lidi resit a bude to mit zasadni vliv.

OMNIHASH: tady expert tvrdi, ze SI je zlate prase, tady TRANCEWARP expert tvrdi, ze ne.

DZODZO: ty si fakt gogo
Top analyst: 71% of SpaceX’s $2 trillion value rests on AI. Grok’s actual numbers ‘almost comical’ | Fortune
https://fortune.com/2026/06/15/spacex-valuation-2-trillion-how-much-ai-grok-elon-musk/

Mimochodem ten jediny relevantni graf neni o cenach nemoviosti ale rizikovosti splaceni hypotek, tedy nejakem subjektivnim hodnoceni od firmy S&P, coz je sice znama auditorska firma, ale vaha jejich ratingu je nicotna, protoze to neni v zadnem pripade nezavisla autorita jako je FED, ale je to firma orientovana na zisk. Tedy se nesleduje hodnota posledne vydeneho ratingu, ale zmena toho ratingu ve vzatu k skutecnostem, reps. alespon ve vztahu k jinym auditorskym firmam.

Takze ukazal logisticky rust subjektivniho hodnoceni jedne komercni firmy, gratuluji.

AXTHEB: to jsme se toho zase dozvedli, zkus formulovat vlastni resersi nebo reakci na clanek, dekuji. To uz i DOKIS, alespon dokazal napsat s cim a proc nesouhlasi ..

Kazdy se muze mylit, Autor clanku, ja, Dokis, Ty, ale zakladem je jak spolu komunikujeme, pokud tebou zmitaji emoce a nezvladas napsat vhodnou reakci, nebo nemas cas, nebo mas vitr v hlave, klidne to napis vecer, zitra za tyden.