The Minutes

Gavin Baker on

xai

6 entries, 27 Aug 2024 to 9 Dec 2025

On the recordsourced and dated, oldest first

    1. spoken

      Baker explains xAI achieved coherence in a 100,000 GPU cluster with Hopper without next-generation networking technologies.

      “And because of that, they're able to get enough density that they could effectively make a 100,000 GPU cluster coherent even with Hopper without next generation networking technologies from NVIDIA, Broadcom, and others.”

      27 Aug 2024 · Invest Like the Best · 7:05 · source · permalink
    2. spoken

      Baker says xAI built a 100,000 GPU cluster with Elon rearchitecting the Memphis data center from first principles.

      “And I would say with Elon's unique physical engineering mind, which we've seen play out at SpaceX and Tesla, and now at Neuralink, where he figured out how to miniaturize everything along with really capable teams. I think he rearchitected the x AI data center from first principles in Memphis.”

      27 Aug 2024 · Invest Like the Best · 6:43 · source · permalink
    3. spoken

      Baker says xAI built a 100,000 GPU cluster using Elon's physical engineering approach from SpaceX and Tesla.

      “x AI decided they were gonna build a 100,000 GPU cluster. And I would say with Elon's unique physical engineering mind, which we've seen play out at SpaceX and Tesla, and now at Neuralink, where he figured out how to miniaturize everything along with really capable teams.”

      27 Aug 2024 · Invest Like the Best · 6:39 · source · permalink
    4. spoken

      Baker says xAI built a 100,000 GPU cluster using Elon's physical engineering approach from SpaceX and Tesla.

      “And I would say with Elon's unique physical engineering mind, which we've seen play out at SpaceX and Tesla, and now at Neuralink, where he figured out how to miniaturize everything”

      27 Aug 2024 · Invest Like the Best · 6:43 · source · permalink
    1. spoken

      Baker predicts xAI will release the first Blackwell model because Elon builds data centers fastest.

      “I think the first Blackwell model will come from xAI. And the reason for that is just according to Jensen, no one builds data centers faster than Elon.”

      9 Dec 2025 · Invest Like the Best · 13:35 · source · permalink
    2. spoken

      Baker predicts xAI will release the first Blackwell-trained model in early 2026 because Elon builds fastest.

      “One, we will see the first models trained on Blackwell in early twenty twenty six. I think the first Blackwell model will come from xAI.”

      9 Dec 2025 · Invest Like the Best · 13:30 · source · permalink

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