xAI, every mention
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tap a year for its mentions
every year anyone David George 6Marc Andreessen 4Justine Moore 3Gavin Baker 3Dylan Patel 3Ben Horowitz 3Noah Smith 2Anish Acharya 2Jeff Schmidt 1Epoch AI Researcher 1
Verbatim, from the transcripts: the passages where xAI comes up
The State of AI: Models, Moats, and the Consumer Renaissance
- ▶ 1:35 Anish Acharya I mean, if you look at what's happened in the last two weeks, um, you know, XAI went from not even being a real contender on the model side to being, you know, one of three, so we extraordinarily went from a two-horse race to a three-horse… 2 times in the scene
AI Markets: Deep Dive with a16z's David George
- ▶ 40:42 David George And look, you know, it's not just ChatGPT now on the consumer side, you know, Google has a business, XAI has a business.
The Biggest Bottlenecks For AI: Energy & Cooling
- ▶ 20:05 David George and we're, we're large investors in XAI. 4 times in the scene
- ▶ 34:00 unnamed speaker So can DG also comment on durability of revenue for many of the AI applications built on LLMs, i.e. outside of OpenAI Anthropic XAI?
- ▶ 46:11 David George And two, even for the ones that are later where, you know, there are bigger rounds, like it's really important that we have that early relationship because it gives us ball control and access into the rounds and XAI.
Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
- ▶ 51:30 Marc Andreessen And you could say XAI is one of those, uh, Mistral, uh, by the way, Mistral is the great outlier to my Europe 4 times in the scene
Where does consumer AI stand at the end of 2025?
- ▶ 34:43 Justine Moore 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…
Why AI Moats Still Matter (And How They've Changed)
- ▶ 37:57 Alex Rampell Yeah, I, I don't, I don't see how, like, there actually are, I mean, people know XAI, Anthropic, OpenAI, Gemini, like, they, they know, or Quinn, um, they, they know the big ones, but there are actually, there's a long tale of things that…
The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast
- ▶ 54:43 Epoch AI Researcher XAI Colossus One is a prominent example of just
Marc Andreessen and Ben Horowitz on the State of AI
- ▶ 33:11 Ben Horowitz Well, and XAI to a large extent, too.
"Is there an AI bubble?” Gavin Baker and David George
- ▶ 9:23 Gavin Baker And so you're left with XAI and OpenAI at the forefront.
- ▶ 22:08 Gavin Baker And so I think that fundamentally changes the economics for anthropic, for XAI, um, for open AI.
- ▶ 28:08 Gavin Baker You know, going back to the consumer business model, you know, everybody's talking about affiliate fees, and for sure, I'm gonna have, you know, my own AI will be a version of Grok, um, because we're both ex-AI shareholders.
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
- ▶ 49:50 Dylan Patel He could have done the entire, like, any XAI round.
- ▶ 50:43 Dylan Patel A few hundred million in an open AI round is fine, or a few hundred million in XAI round is fine.
- ▶ 1:16:02 unnamed speaker Well, I guess maybe, you know, on the topic of these giant data center build outs, um, you guys just released a piece on XAI and, um, Colossus II.
- ▶ 1:22:44 unnamed speaker Maybe just talk about what you've seen, um, from a performance standpoint and what do you recommend to portfolio companies, maybe in a smaller scale than XAI who are, you know, thinking about new hardware, try to get it.
Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
- ▶ 1:04:55 Dylan Patel A lot of people at XAI are mad about the porn models, like porn, porn stuff.
This Week in AI: GPT-5 Ships, 4o Pulled Back, Grok Imagine Goes Social
- ▶ 2:52 Justine Moore And I think like, you know, Elon and a bunch of folks on the XAI team have been tweeting about this.
- ▶ 26:25 Justine Moore Like, we've seen this for LLMs, like, you know, OpenAI, um, Anthropic, Google, Mistral, like, there's XAI, like, there's all of these companies that have models that are really good at particular things.
Dwarkesh Patel and Noah Smith on AGI and the Economy
- ▶ 24:29 Noah Smith That makes the GDP contribution go to zero and basically OpenAI and Anthropic and, and XAI and whatever will just be sitting there saying, why am I, why am I doing this again?
- ▶ 58:57 Noah Smith But then you do think that the American government, basically, if it, it says do this, then like XAI and open AI will do it.
How to use DeepSeek safely
- ▶ 11:57 AI Security Researcher Uh, Grok from, from, from XAI, um, is, is like a relatively free model.
AI, Robotics & the New Global Arms Race
- ▶ 2:49 Ben Horowitz And another is, um, you know, XAI, uh, run by Elon, who are both like looking at,
The Quest for Community-Trained Open Source AI Models
- ▶ 25:07 Jeff Schmidt OpenA, Anthropic, Meta, X, Google, and then you have a few Mistral, and then Deep Seek, um, and a couple of other places that are maybe like a specific country are like backing it, but certainly we would not, we could name them all and not…
Why Human Data is Key to AI: Alexandr Wang from Scale AI
- ▶ 4:42 Alexandr Wang Many companies, uh, you know, Google, Anthropic, Meta, XAI now, um, you know, many, many companies have sort of also, uh, joined on this sort of race to scale up these models to, uh, to incredible capabilities.
AI, Robotics & the Future of Manufacturing
- ▶ 1:04:44 Ben Horowitz Um, and, you know, that is work that is being worked on by, uh, you know, we've, we've got a cell startup that's doing that, and then, you know, Elon is certainly doing that in exit.ai, um, you know, pursuing that kind of venue, whereas,…