xAI, every mention
30 scenes, the whole family · ← back to xAI
tap a year for its mentions
every year anyone Brad Gerstner 43Bill Gurley 12Gavin Baker 3Clark Tang 3Dylan Patel 2Jensen Huang 1
Verbatim, from the transcripts: the passages where xAI comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 2:47 Clark Tang I did, I did before, and then we also included a new addition with, uh, XAI's new deals as well. 3 times in the scene
- ▶ 6:13 Gavin Baker I think it suggests that XAI and SpaceX AI has a shot of being a real player in coding. 2 times in the scene
- ▶ 6:53 Brad Gerstner We've got the, you know, AI compute business, and then I want to come back to x.ai that you were just clicking on.
- ▶ 13:51 Brad Gerstner We, if you looked at the models as of a few months ago, it was connectivity, so Starlink, and then it was x.ai, the model. 4 times in the scene
- ▶ 22:06 Gavin Baker So I don't think, I think if you think about those variables around what cursor could mean for XAI.
- ▶ 29:31 Brad Gerstner Six, six months ago, X.AI was competing, they were doing pretty well, but they've done something dramatic over the course of the past couple, ah, couple months, which is they bought Cursor. 4 times in the scene
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 13:44 Brad Gerstner You know, we saw this announcement last week where they're investing in this XAI with respect to their new round.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 30:15 Jensen Huang We invested in XAI.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 27:03 Brad Gerstner If you look at this one out of Elon talking about the x.ai goal is fifty million in units of H-one hundred equivalent, and Clark Tang on my team tweeted something that broke that down, which showed that that reflected something like
- ▶ 30:03 Brad Gerstner X has been rumored to be raising at a 150 to two hundred billion dollars. 2 times in the scene
- ▶ 46:55 Brad Gerstner X.ai in there would be a trillion dollars, you know, across the three of them roughly.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 45:24 Brad Gerstner And so the question is whether or not Anthropic and X
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 36:51 Brad Gerstner So again, you got OpenAI at 20 times, Anthropic at 50 times, and then we had the merger of X and X.AI. 2 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 1:19:13 Brad Gerstner Very, very unique ability to raise global capital for a long time along with x.ai.
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:51 Bill Gurley And X looks like they have the potential to raise that kind of money.
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 18:44 Bill Gurley One is Elon and X.ai. 3 times in the scene
- ▶ 24:19 Brad Gerstner X.ai because of the genius of Elon and, and, and the momentum they have and the operating businesses that stand up behind them are 100% going to be in that game and maybe eventually leading that game. 2 times in the scene
- ▶ 44:56 Brad Gerstner Um, and as I said to Bill, you know, we have certainly intramural battles between Meta and Google and x.ai and Elon and OpenAI, but we're all on Team America and unequivocally this advances us on AI at a rate and a pace that I think is,… 2 times in the scene
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:07:27 Bill Gurley The second one that I think is super interesting to me that, that we're going to see play out in the first half of this year, um, um, x.ai Elon's commitment to the largest cluster. 5 times in the scene
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 30:24 Brad Gerstner I look at, you know, the commentary out of X.ai that they're gonna build 200 or 300,000 GPU clusters, you know, Meta reportedly building much bigger clusters,
- ▶ 1:07:52 Dylan Patel Like, NVIDIA, you know, the top 500 supercomputer list is not relevant because most of the super, biggest supercomputers like Elon's and Microsoft's and so on and so forth are not on there, but NVIDIA has multiple supercomputers on the top…
- ▶ 1:25:06 Dylan Patel And if, if things continue to get better, I, I truly do believe that OpenAI, and XAI, and Anthropic, um, will continue to raise more and more money, um, and keep this game going of not just, hey, where's the revenue for OpenAI?
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:00:34 Bill Gurley Um, and, and x.ai is, is still making noise about going in that direction.
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 38:47 Brad Gerstner First, we saw, uh, out of the XAI, the Colossus cluster in Memphis, which I discussed at length with Jensen. 2 times in the scene
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 15:01 Bill Gurley He goes into extreme detail about the architecture of some of the larger systems, you know, like the one that x.ai that we're going to talk about that was just deployed, which I think is a 100,000 nodes or something like that, and it…
- ▶ 27:35 Brad Gerstner And, and part of that demand was a conversation about Elon and x.ai and what they did. 7 times in the scene
- ▶ 36:32 Brad Gerstner What I think is so interesting about X is, you know, when I was pushing him on this model consolidation, pushing Jensen on it, he was like, listen, with Elon, you have somebody with the ambition, with the capability, with the know-how,… 4 times in the scene
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 46:49 Brad Gerstner That's x.ai. 6 times in the scene
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 52:33 Bill Gurley I mean, Elon himself is gonna, like his, in the past four weeks, the incremental purchases they've signaled are in, in not just Tesla, but there's data on the internets today that x.ai has raised six billion.
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 22:43 Brad Gerstner You know, that you've seen, you know, Elon have on X, um, and he's, he's, he's raising capital for his own x.ai, um, but, you know, we have a company called OpenAI that clearly is a closed model, and we have, we.