x.ai

20 statements across 6 episodes · 11 bullish · 1 bearish · 5 people on the record · first statement May 30, 2016 by Matt Turck · said 92 times in 18 episodes since 2015 · across every show →

Mentions by year

brought up most by Harry Stebbings (83), Dennis Mortensen (6), Matt Turck (1), Marvin Liao (1), Christian Hernandez (1)

tap a year for its mentions
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051020152016201720182019episodes it came up in
0055101020152016201720182019episodesmentions per episode
2019 1 mention in 1 episode
2018 17 mentions in 2 episodes 9 per episode
2017 58 mentions in 9 episodes 6 per episode
2016 15 mentions in 5 episodes 3 per episode
2015 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about x.ai, oldest first

May 30, 2016 bullish
Prediction Not checkable as stated
Turck: Vertical AI applications will create category-defining companies like x.ai
“I think there's going to be a whole range of interesting and compelling AI vertical applications, and the X.ai that you mentioned is certainly one of them, and certainly at the forefront of that trend is a rare opportunity to become a category-defining company…”
Matt Turck May 30, 2016 ▶ 20:03 20VC: Is Big Data Still A Thing with Matt Turck, Managing Director at FirstMark Capital
Jun 24, 2016 neutral
Prediction Held up
Mortensen: x.ai will launch with free, pro, and business pricing tiers
“I'm very confident you'll see us be in market with three editions. A free edition where you can schedule a few meetings in the name of Amy or Andrew at x.ai. A professional edition for where you can schedule unlimited meetings, tune the signature, and do some …”
Dennis Mortensen Jun 24, 2016 ▶ 20:50 20VC: X.ai's Dennis Mortensen on Why There Is No Incumbency Advantage in Artificial Intelligence
Jun 24, 2016 neutral
Assertion Not checkable as stated
Mortensen: x.ai spent 1.5 years building its time-parsing AI model
“That alone, we probably spent a year and a half coming up with the right model, because humans will say stuff like, we'll meet up later, this afternoon.”
Dennis Mortensen Jun 24, 2016 ▶ 5:27 20VC: X.ai's Dennis Mortensen on Why There Is No Incumbency Advantage in Artificial Intelligence
Jun 24, 2016 bullish
Prediction Not checkable as stated
Mortensen: x.ai's $23M Series B provides runway deep into 2018
“And if we did nothing and just kept everything intact, we will be way into 2018. On making no revenue existing monthly investments.”
Dennis Mortensen Jun 24, 2016 ▶ 19:48 20VC: X.ai's Dennis Mortensen on Why There Is No Incumbency Advantage in Artificial Intelligence
Jun 24, 2016 bullish
Prediction Didn’t hold up
Mortensen: AI scheduling assistant market will be winner-takes-all
“Whoever solves the software challenge will have this opportunity to take the market. It's a potential winner takes all, or certainly winner takes most, given the positive outcome of Amy speaking to Amy.”
Dennis Mortensen Jun 24, 2016 ▶ 23:32 20VC: X.ai's Dennis Mortensen on Why There Is No Incumbency Advantage in Artificial Intelligence
Jun 24, 2016 neutral
Assertion Not checkable as stated
Mortensen: x.ai wrote 26-page guidelines just to label single data entities
“Just one of those entities, which I mentioned, whether it be time or people location, that's a 26 page set of guidelines just to label it.”
Dennis Mortensen Jun 24, 2016 ▶ 7:28 20VC: X.ai's Dennis Mortensen on Why There Is No Incumbency Advantage in Artificial Intelligence
Jun 24, 2016 positive
Assertion Supported
Stebbings: x.ai has raised over $30M in venture capital
“And x.ai is now one of the best funded AI startups, having raised over thirty million dollars from our friends at Firstmark, and a big thanks to Matt Turt for making the intro, and the likes of DCM, Lira Hippo, Crunch Fund, SoftBank, and many more incredible i…”
Harry Stebbings Jun 24, 2016 ▶ 0:29 20VC: X.ai's Dennis Mortensen on Why There Is No Incumbency Advantage in Artificial Intelligence
Jun 24, 2016 bullish
Prediction Not publicly verifiable
Mortensen: x.ai will derive most of its revenue from enterprises
“I think in the end, X.ai as a company will drive most of its revenue From the enterprise.”
Dennis Mortensen Jun 24, 2016 ▶ 13:45 20VC: X.ai's Dennis Mortensen on Why There Is No Incumbency Advantage in Artificial Intelligence
Mar 3, 2017
Assertion Not checkable as stated
Mortensen Conducted 1,019 Meetings in One Year Before Founding x.ai
“And I did a 1019 meetings the year prior.”
Dennis Mortensen Mar 3, 2017 ▶ 2:17 20VC: Why Product Market Fit Is Like Porn, How The Entrance of Facebook and Google Into Enterprise Software Effects Traditional Enterprise Companies & The Future Pricing Model For The Enterprise with Dennis Mortensen, Founder @ X.ai
Mar 3, 2017 positive
Disclosure
Netflix and Amazon employees adopted x.ai without any sales contact.
“On the thousands and thousands of people that have adopted the single-use case version of Amy, I never talked to the New York Times, or Netflix, or Amazon, or Salesforce, but those companies, they just have employees in pain, and since there's no integration, …”
Dennis Mortensen Mar 3, 2017 ▶ 17:50 20VC: Why Product Market Fit Is Like Porn, How The Entrance of Facebook and Google Into Enterprise Software Effects Traditional Enterprise Companies & The Future Pricing Model For The Enterprise with Dennis Mortensen, Founder @ X.ai
Mar 3, 2017
Assertion Supported
Dennis Mortensen: x.ai spent three years in R&D before monetizing
“We spent three years in the basement working on the core R&D on this before we released the first premium product.”
Dennis Mortensen Mar 3, 2017 ▶ 5:53 20VC: Why Product Market Fit Is Like Porn, How The Entrance of Facebook and Google Into Enterprise Software Effects Traditional Enterprise Companies & The Future Pricing Model For The Enterprise with Dennis Mortensen, Founder @ X.ai
Mar 3, 2017 positive
Prediction Held up
x.ai will sell its enterprise edition at $59 per active seat.
“So we're going to be selling the business edition at 59 bucks per seat, but under a fair billing policy, meaning that whoever uses it will pay for it. Those that do not use it within the month, they do not pay for it.”
Dennis Mortensen Mar 3, 2017 ▶ 15:11 20VC: Why Product Market Fit Is Like Porn, How The Entrance of Facebook and Google Into Enterprise Software Effects Traditional Enterprise Companies & The Future Pricing Model For The Enterprise with Dennis Mortensen, Founder @ X.ai
Mar 3, 2017 negative
Opinion
Multiplying per-seat pricing for teams reflects a lack of product imagination.
“Our team edition is just you pay more, as in you've got more seats, and then if it's 17 seats, I multiply the price by 17. If it's a thousand, I multiply by a thousand. I'm not so sure that you've exhausted your imagination if that's what you get to.”
Dennis Mortensen Mar 3, 2017 ▶ 7:16 20VC: Why Product Market Fit Is Like Porn, How The Entrance of Facebook and Google Into Enterprise Software Effects Traditional Enterprise Companies & The Future Pricing Model For The Enterprise with Dennis Mortensen, Founder @ X.ai
Mar 3, 2017 bullish
Prediction Not checkable as stated
Mortensen: Future AI agents will operate on existing enterprise protocols
“These agents, and I'm so bullish on this future of agents, will be so lightweight that they would probably exist on existing protocols.”
Dennis Mortensen Mar 3, 2017 ▶ 16:56 20VC: Why Product Market Fit Is Like Porn, How The Entrance of Facebook and Google Into Enterprise Software Effects Traditional Enterprise Companies & The Future Pricing Model For The Enterprise with Dennis Mortensen, Founder @ X.ai
Mar 3, 2017
Assertion Not checkable as stated
x.ai's AI assistant Amy receives one date request per month
“Their female persona Amy is so lifelike that users have asked her on a date at a rate of one request per month.”
Harry Stebbings Mar 3, 2017 ▶ 0:49 20VC: Why Product Market Fit Is Like Porn, How The Entrance of Facebook and Google Into Enterprise Software Effects Traditional Enterprise Companies & The Future Pricing Model For The Enterprise with Dennis Mortensen, Founder @ X.ai
Oct 19, 2018 positive
Prediction Didn’t hold up
Mortensen: I Will Never Start a Venture Without Owning the Underlying Data
“I would never, and I'm underlining this, never start any venture for where I didn't own the underlying data on which my venture operated.”
Dennis Mortensen Oct 19, 2018 ▶ 12:55 20VC: Why Too Many People Give Up Too Quickly, Why You Should Never Start A Venture Without Owning The Underlying Data & Why We Have Over-Estimated The Ability of Automation with Dennis Mortensen, Founder & CEO @ X.ai
Oct 19, 2018
What-if
Mortensen: x.ai Should Have Prioritized Data Labeling and Hybrid UIs Earlier
“I would spend less time on building the first models, as in, none of them survived anyway, and I would spend more time In trying to define what data to collect and how to label it. Two, I would have leaned into a mix of UIs quicker, not have spent three years …”
Dennis Mortensen Oct 19, 2018 ▶ 30:57 20VC: Why Too Many People Give Up Too Quickly, Why You Should Never Start A Venture Without Owning The Underlying Data & Why We Have Over-Estimated The Ability of Automation with Dennis Mortensen, Founder & CEO @ X.ai
Oct 19, 2018 bullish
Assertion Not checkable as stated
Mortensen: x.ai Reached Record High Retention, Meetings Scheduled, and NPS
“I said, we've never had better retention than this week. We've never had more meetings per host set up. Than this week. We've never had a higher NPS than we've had this month.”
Dennis Mortensen Oct 19, 2018 ▶ 25:18 20VC: Why Too Many People Give Up Too Quickly, Why You Should Never Start A Venture Without Owning The Underlying Data & Why We Have Over-Estimated The Ability of Automation with Dennis Mortensen, Founder & CEO @ X.ai
Jan 29, 2025 neutral
Opinion
Ross: xAI's hardware strategy is sound, but proprietary model bet looks worse
“I'd feel better about my bet on building out more hardware. I would feel worse about trying to build out my own model.”
Jonathan Ross Jan 29, 2025 ▶ 53:45 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
Apr 23, 2026 bullish
Opinion
O'Driscoll: Anthropic is a better standalone AI bet than xAI
“Would I prefer, on a standalone foundation model, lab bet, would you prefer to own Entropic than X.AI plus Cursor plus the Frankenstein of Twitter? Yeah, you would, but at least it's a full-stack story now.”
Rory O'Driscoll Apr 23, 2026 ▶ 19:16 Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
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