xAI

“I think there is a Correlation between how aggressively people predict AGI is coming and how much capital they need to raise. So you've got Emodi from Anthropic, you've got Altman, OpenAI, Musk, XAI, all of these guys are saying that it's just around the corne…”

“If there are companies that are working on Foundation model competitor to OpenAI. It is definitely like one of the worst arenas to be part of. Almost like I think there are five men standing today sort of thing. Google, and Anthropic, Meta Mistral, and you can…”

“They built a 100,000 GPU, three, 32 K interconnected clusters in Tennessee in the span of months, and XAI showed up with Elon's strength, the ability to build physical infrastructure incredibly fast in the world.”

“I think I go Anthropic. I feel generally the, it still holds to the quality of the team or maybe you know, the stability of the team and their opportunity to grow. And yeah, the value arbitrage is is still hard.”

“I think you'd tend to not invest against Elon, and if I sat down with him, and talked with him, and said, are you like, is this real, and are you all in? And he's, I think he clearly is. I think that's probably a perfectly good investment.”

“Probably anthropic... I think the upside is bigger.”

“I actually think I would do X. I think they're all great companies. I would do X because I think there, there's the most asymmetric upside if Elon delivers what he usually does. And I mean, we've all heard of some of the, like, that data set that he built, lik…”

“I think the fact that he owns X is really, really powerful. OpenAI clearly managed to capture, like, the consumer as in, like, the destination that you go to use an LLM. I think we'll see LLMs being a part of, like, many different apps, and I think owning X al…”

“I think XAI is the most undervalued company, and a really spicy take. I actually think XAI might overtake OpenAI and Anthropic in value over the next, you know, 12 to 24 months.”

“The XAI cluster. It's not a 100,000 GPUs. It is four times 25,000.”

“So I sell Grok, and I think the reason I sell Grok is I don't yet know how, what niche they've carved out in the market.”

“So I think they'll achieve a very hard technical problem with very low rewards. So that's why I would pass a two hundred million.”

“And what the aha for me is this with committed clear leadership, which for all his faults, the UN provides and a couple of billion dollars worth of GPU, which see prior comment, the next level down people know how to do this too. The knowledge is disseminating…”

“So I honestly went in the last release, I went from spite app to you could, this is such a fluid space. You could see him pulling ahead of everybody in 12 months. It's very plausible.”

“The market's already been taken and maybe it gets some share of it, but I don't think, yeah, I don't think you can build as big a thing. I don't think you can build, I don't think you can displace ChatGPT at scale in the minds of the consumer, which is 80, 90%…”

“We work really closely with the XAI team and it's actually just incredibly refreshing to see how they operate.”

“Grok's wildly underestimated.”

“He's incensed, and he's got a lot of money in XAI. I mean, he has, he's the richest man in the world, but he doesn't have unlimited capital, so I think it happens.”

“I think the numbers right now, the top three LLMs, if you include you know, Anthropoc, OpenAI, and X in there, ah, are gonna raise a hundred billion dollars in this six month period”

“I don't know if XAI would exist if it wasn't for his bone to pick with Sam Altman. He might not have bothered. He might have just gotten to Mars faster.”

“And it is the largest use case for Grok on their image and video generation is erotic creation.”

“11 Labs has this, ChatGPT has this, XAI has this where it's organic customer acquisition or, you know, very low cost sales acquisition, Abridge, Harvey, companies where, like, the market is just absolutely starving for their product.”

“There is no close competitor to doing hardware at scale than Elon.”

“If you're the individual that's been in a big company, and you're super pumped, I'm working an eight hour day, and you like to hide, and this, that, and the other, this ain't the place. And I promise you, either I'm gonna find you, or somebody else is gonna fi…”

“There was a high-level individual that I spoke to at the company maybe a year ago before I decided to go to XAI. Yes, I didn't feel it was a good fit. And I'm not saying they offered anything. I'm saying we had an introductory conversation that they initiated.”

“What we are seeing with AI companies, back to your earlier point, some of them, XAI being one, are closing very large transactions very early. We've never seen this before, like that company I mentioned, Parloa. Parloa is closing really, really big deals at a …”

“I think you'll be floored when you see the numbers that come out of our business on the enterprise side in 2026. I think people will be shocked.”

“Ultimately, this is going to come down to compute, and there's nobody going to compete with us in compute.”

“Even little things like Anthropic cutting off XAI's access to Anthropic this week.”

“Last few hours, or 24 hours, SpaceX has completed the acquisition of XAI, valuing the combined private company at 1.25 trillion, as Elon moves to pair the businesses together.”

“What all three of those say to me is there's no matter, there's subtle pressure around access to capital. Like they've all got to have an IPO strategy sooner than they'd hoped because Data center, because XAI needs capital, because Anthropic is even worried ab…”

“My understanding is your SpaceX is 80, nineteen billion growing 30% profitable. Allegedly. Again, we haven't seen the data and the other company is not doing, you know, it's some four million in revenue.”

“He wasn't even approved at the Department of Defense for this application, right? Only XAI was, and they had lost. They had lost because Palantir picked Anthropic.”

“We just had a long conversation on Entropic versus OpenAI, And they're kind of number one and two in this space, and Gemini, Google is almost certainly number three, so x.ai is number four in the kind of model LLM space at best, burning twelve billion dollars …”

“I wouldn't be surprised if it doesn't close, because I think there are a big milestone that needs to be hit. The Cursor needs to make progress, and maybe I'm wrong.”

“If this deal closes in three months, This is the biggest ever privately held venture acquisition, period, full stop, end of story.”

“I believe the data center was 11% utilized, right?”

“Like our sales guys at XAI actually do all of their own demos, which as you can attribute a test to that's not the norm.”

“They've rented that to Entropic for 1.25 billion a month, right, with a, I think, a ninety-day cancellation clause on either side.”

“Because his cost of capital is low. That's right. Because no one else could have built, I mean, if you got into your local bank and said, I think AI is going to take off, I have a crackerjack engineering team, I really can build Colossus I and II in less than …”

“I think the Lightspeed Growth Fund is phenomenal. I mean, Again, they've done Anthropic, they've done XAI, they've done SpaceX, they've done amazing, amazing investments over the past, you know I mean, over the history of the firm, but really over the past fou…”

“People don't know this, but Arena's one of the largest consumer AI apps in the world. We're bigger than, like, XAI. We're bigger than, like, Hugging Face, and Manus, and GenSpark, where it's so massive, like if you, like outside in, it's like 30 plus million m…”