xAI

“And then this is probably not surprising, but there's, there is one large foundation model that does especially well on the censorship benchmark, which is Grok from XAI is, is like a relatively free model. When it comes to the sensitive Chinese political topic…”

“His facility's like a mile away from Mississippi, and he bought a power plant in Mississippi and he's putting turbines there. Yeah. The regulation is completely different, right?”

“A hundred K GPUs in six months. He bought a factory in like February of 24 and had models training within six months, right?”

“I think their image and video progress is probably the steepest slope I've seen of any of the companies.”

“I think XAI is probably the only model company that is not bottlenecked on compute from my understanding, whereas the others have to make really, like, serious and significant calls of, like, if we let, if we release Nano Banana and go super viral, like, it ma…”

“XAI basically caught up to, you know, state of the art open AI anthropic level in, in like less than 12 months from a standing start.”

“Elon did an amazing job of throwing money at the foundation model problem, and he caught up very, very fast. And that's something that in the whole history of our industry could never have happened before.”

“And one of the most remarkable things about what XAI did is they stood up the biggest data center at the time in, you know, like a quarter of the time that anyone else had done the same thing.”

“XAI. First outside money in beyond Elon.”

“I'm a many winners guy, and I see I'm in a, yeah, I'm in good company with many of you. I mean, if you look at what's happened in the last two weeks you know, XAI went from not even being a real contender on the model side to being, you know, one of three, so …”