xAI

“Elon is singular in this understanding of, Engineering, and construction, and large systems, and marshaling resources.”

“A 100,000 GPUs, that's, you know, easily the fastest supercomputer on the planet. That's one cluster.”

“NVIDIA, NVIDIA's infrastructure and computing infrastructure and all that technology, to training, 19 days.”

“If scaling these data centers is a key competitive advantage to winning an AI, right? You, like you absolutely cannot count out X.AI in this battle. They're certainly gonna have to figure out, you know, something with the consumer that's gonna have a flywheel …”

“It's the single largest coherent supercomputer in the world today, that it's going to get bigger.”

“What would take somebody else years to get permitted, to get energized, to get liquid cool, to get stood up that x.ai did in 19 days”

“A hundred percent. I think there's no doubt about it. It already is, and it will continue to be. Like, he has a Koretsu, as they say in Japan, of companies that can leverage each other's insights, and I fully expect that they will.”

“We're going to see he's going to launch Grok three here. I think they're going to have the output the first training run on the biggest cluster in the world. And we're excited to see what that yields from my own perspective.”

“Grok three rocketed to the top of all app downloads you know, on the iPhone charts.”

“And it was the largest You know, contiguous cluster in the world, and there was a lot of chatter about that ahead of time.”

“And so if you said, is this still an open sport? I'd say no way, right? I don't know anybody else other than the Elon and Sam at this point.”

“The odds on favorite there has to be open AI. I think they continue to widen their gap, by the way, Bill, I think they're accelerating at scale, but that's where the race is.”

“I would not be surprised if he gets to a gigawatt before anybody else does.”

“Our own, ah, projections were that they could exit this year at up to ten billion dollars of revenue, so they were growing very fast, ah, ah, one of the leading coding agents.”

“He shows that XAI's deal with Google for cloud computing generates more operating profit per gigawatt than Anthropic, than Meta, than Google, than OpenAI.”

“Grok 4.3 was on the Pareto frontier, and as of 10 or 12 days ago, and these things move fast, most intelligent, five hundred billion parameter model in the world. And they were on the frontier, and there are four companies on the frontier. XAI, SpaceX AI, Goog…”

“In 30 days, we went from not being an AI hyperscaler to being number four, and we passed a lot of companies, including Oracle.”

“Just to put in perspective, a 100,000 GPUs, that's You know, easily the fastest supercomputer on the planet as one cluster. A supercomputer, ah, that you would build would take normally three years to plan. And then they deliver the equipment, and it takes one…”

“We do know from Jensen that Elon brings data centers up faster than anyone, a 122 days.”

“The Grok 4.5 trillion parameter model is training. One would hypothesize based on scaling laws that that will might be a better base model. And then the cursor data is being injected into the pre-training process, not just reinforcement learning.”

“They just signed Anthropic at 22 to 23. They just signed Google at 50.”