xAI

“Grok three is a big card and will resolve the this question of whether or not we're hitting a wall.”

“Grok three should take the lead if scaling laws hold in January or February.”

“I think we've hit peak open AI in the market. I think they're going to be the number three or four player. I think Gemini, Meta and XAI are going to lead them. If we're sitting here in three years, I think OpenAI is number three, four or five, not one or two.”

“It's a 100,000 GPU cluster. It's the most dense coherent cluster in the world, and it will just train faster and better. Than other clusters. And it's also built for the most cheaply, and the fastest. So, XAI will have the highest training capital, and I also …”

“They bought one third of all the portable liquid cooling capacity in America. And located it on-prem.”

“I expect that it'll probably stay relatively stable, honestly, because I, the cost of building these foundation models is astronomical, right? We just saw XAI is raising another twenty billion, something like that. And so it, Just the capital requirements are …”

“GroK IV when it came out and it is improved. Since, since its release roughly a month ago, was at 44.4%, and GPT five was at 42.”

“They have the largest Blackwell cluster.”

“If you look at the last big set of model updates, X of Grok, they didn't really meaningfully improve their separation from the last generation model on the big benchmarks that matter.”

“We're running a lot of, using a lot of inference compute and reasoning to look at all of the source data, which is really the corpus of human knowledge. And then thinking about each piece of information and then adding modern, adding what's missing and correct…”

“We took that version of Grok and said, okay, cycle through the million most popular articles in Wikipedia and add modify and delete. So that means research the rest of the internet whatever's publicly available and Correct what's correct Wikipedia articles and…”

“And we'll continue to open source our models”

“We used that latest version of Grok to create Grokopedia which I think is much more, it's not just, I think, more neutral and more accurate than Wikipedia, but it actually has a lot more information than a Wikipedia page.”

“XAI just raised an up round at twice the valuation from the last round and we had to divest that too.”

“And for my contrarian, I was thinking about going with OpenAI losing their lead and not being the number one company again, because I do think that will be the trend that they will have the, they'll continue to give up Their market share to other players, incl…”

“For twenty-twenty-six, I think we're going to see some massive M&A. It doesn't matter to me how it occurs, but I do think we're going to see a fifty billion plus deal, and I think it could be, ah, one of the Mac seven, an Apple, a Meta, a Microsoft, or an Amaz…”

“Nobody like Claude or XAI or Microsoft would ever allow you to do this because it's so dangerous, obviously.”

“Now those two become part of SpaceX and they're going to IPO this year, potentially the biggest IPO in history in terms of money raised and market cap.”

“If you put these two together, I predict that this is going to move Space X, X, X AI and cursor to the front of the coding leaderboard within 12 months.”

“And so I estimate that this is going to generate in this year an incremental four to five billion dollars of revenue.”

“And the companies on the frontier are XAI with one build of Grok 4.3, which is a five hundred billion parameter model. Google, 3.1 pro, and then OpenAI and Anthropic, and that's it. Those are the companies on the frontier.”

“I actually invested in X. I invested in XAI. I'm in an SPV. Ron Barron said, Bill, you gotta invest in SpaceX. So I, so I'm in”

“And this is still a relatively small model. It's one .1 trillion parameter models. A larger model, Grok 4.7, that should be significantly more capable, is coming out, you know, in a few short weeks.”