Understand this story
On October 25, 2026, Elon Musk proposed a way to think about AI: you can understand it as, how many extremely smart and dedicated people do you want to hire, and they keep getting stronger. This statement appeared when he reposted and commented on a16z's data about GPU rental rates. a16z pointed out that GPU rental rates remain above the standard 6-year depreciation curve, with H200 at 143% above and B200 at 111% above, and most of the gap opened up after token demand took off in April. Musk responded to this set of data with the analogy of hiring talent. Currently, this view has only this one piece of factual evidence, and there have been no subsequent developments.
AI-generated from public reports
Latest development · Report
Musk on a16z GPU rental data: like hiring talentDevelopments
1 confirmed developments
Reports and discussion timeline
Browse reports and discussion by time. Their evidence levels remain distinct.
Oct 25
Elon Musk
Musk on a16z GPU rental data: like hiring talent
a16z points out that GPU rental prices remain above the standard 6-year depreciation curve, with H200 at 143% above and B200 at 111% above, and most of the gap opened up after token demand took off in April. Musk reposted and commented: You can think of it this way—how many extremely smart and dedicated people do you want to hire? And they keep getting stronger.