xAI

22 statements across 17 episodes · 6 bullish · 8 bearish · 11 people on the record · first statement Mar 28, 2025 by Dan Hendrycks · said 121 times in 37 episodes since 2023 · across every show →

Mentions by year

brought up most by Alex Kantrowitz (68), Ranjan Roy (10), M.G. Siegler (10), Anthony Scaramucci (5), Stephen Morris (4), Michael Horowitz (4), Dan Hendrycks (4), Reed Albergotti (3)

tap a year for its mentions
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2026 56 mentions in 18 episodes 3 per episode
2025 55 mentions in 15 episodes 4 per episode
2024 9 mentions in 3 episodes 3 per episode
2023 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about xAI, oldest first

Mar 28, 2025 neutral
Disclosure
Hendrycks: I earn $1 a year from xAI and $12 from Scale
“My appointment at XAI, I get a dollar a year. At Scale, I've at Scale AI, I've increased my salary exponentially to where I get 12 dollars a year, a dollar per month from Scale.”
Dan Hendrycks Mar 28, 2025 ▶ 1:05:40 AI's Rising Risks: Hacking, Virology, Loss of Control — With Dan Hendrycks
Apr 2, 2025 neutral
Assertion Supported
Kantrowitz: X data is definitely being used to train xAI models
“All your X data was going to be used to train these models anyway, and now it definitely is, and there's no getting away from it.”
Alex Kantrowitz Apr 2, 2025 ▶ 56:11 OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI
Apr 2, 2025 positive
Opinion
Musk's merger of X into xAI was brilliant financial engineering
“I think it was a great buy for Elon Musk from a business standpoint because he still owns it, no cash changed hands, and he got to just label A valuation that he wanted to on a property that is not worth that. So that kind of financial engineering, I think we …”
Ranjan Roy Apr 2, 2025 ▶ 59:03 OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI
May 7, 2025 bearish
Opinion
Marcus: Grok 3 delivers minimal gains despite 10x compute
“So he built Grok three and by his own testimony, it was 10 times the size of Grok two. It's a little better, but it's not night and day, right? Grok two was night and day better than the original Grok. GPT four was night and day better than GPT three. GPT thre…”
Gary Marcus May 7, 2025 ▶ 7:51 Are We at the End of Ai Progress? — With Gary Marcus
May 14, 2025 negative
Assertion Supported
Hanna says xAI uses methane generators to power its Memphis supercomputer
“I would also say that speaking about existing effects, there's also a lot of reporting coming out of Memphis right now, especially around the methane generators that XAI has been using to power a particular supercomputer there called Colossus there, and specif…”
Alex Hanna May 14, 2025 ▶ 5:54 AI’s Drawbacks: Environmental Damage, Bad Benchmarks, Outsourcing Thinking
May 19, 2025 neutral
Assertion Supported
Grok's system prompt suffered an unauthorized change on May 14, xAI says
“It was on May 14th at approximately 3:15 a.m. Pacific Standard Time, an unauthorized modification was made to the Grok response. Bots prompt on X.”
Ranjan Roy May 19, 2025 ▶ 14:30 Is ChatGPT The Last Website?, Grok’s System Prompt, Meta’s llama Fiasco
May 19, 2025 negative
Insight
Hidden system prompts in AI chatbots pose subtle ideological steering risks
“The thing is, what, all these chatbots have a, often hidden, system prompt, and they have an ideology, one way or the other. Sometimes, most of the times, not as overt as this, And that to me is the risk about these things becoming the last website is that you…”
Alex Kantrowitz May 19, 2025 ▶ 9:43 Is ChatGPT The Last Website?, Grok’s System Prompt, Meta’s llama Fiasco
Jun 4, 2025 bullish
Disclosure
Scaramucci discloses personal investments in xAI and SpaceX
“Full disclosure, I am a investor in XI, XAI. I was an investor in Twitter. It got converted into XAI. It's, you know, sort of Twitter merged with Grok now. I have a small investment in XAI prior to that. I have an investment in SpaceX, me personally.”
Anthony Scaramucci Jun 4, 2025 ▶ 12:25 Anthony Scaramucci: Elon Musk’s Trump Exit, Tim Cook’s Tariff Problem
Jun 18, 2025 neutral
Opinion
Patel: xAI is slightly behind leading labs but has high compute per employee
“I think they're a serious competitor. I just don't know much about what they're going to do next. I think they're like slightly behind the other labs but they've got a lot of compute per employee.”
Dwarkesh Patel Jun 18, 2025 ▶ 45:23 Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
Jul 9, 2025 negative
Opinion
Kantrowitz: Elon Musk has completely lost control of Grok's political alignment
“Elon, who's like, say what you want about him, one of the most successful tech entrepreneurs of our time, if not the completely lost control of his AI.”
Alex Kantrowitz Jul 9, 2025 ▶ 40:37 Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler
Jul 14, 2025 bullish
Prediction Open · timeframe Jul 2028
Levie: Multi-agent inference architectures will become an industry standard
“They have a model called Grok for Heavy that has multiple agents go off and execute basically the same task and then go, they go and review their answer for, Which answer they think is, these agents think are the best result. And so this is a great example of …”
Aaron Levie Jul 14, 2025 ▶ 13:40 OpenAI’s Windsurf Crash, Grok’s Wild Week, Replace Tim Cook? — With Aaron Levie
Jul 14, 2025 bullish
Assertion Supported
Kantrowitz: Grok 4 beats all models on ARC-AGI by significant margin
“And then of course in the Arc AGI test, it outperforms Every model by a significant margin.”
Alex Kantrowitz Jul 14, 2025 ▶ 12:50 OpenAI’s Windsurf Crash, Grok’s Wild Week, Replace Tim Cook? — With Aaron Levie
Jul 21, 2025 bullish
Prediction Not checkable as stated
Kantrowitz: AI love bots will become a major consumer tech category
“But I think the bigger picture here is, you know, beyond that, that this is going to be a real use case that a lot of people are going to engage with. And I think they know this. And I think we're just at the very, very beginning here. I guess like one of the …”
Alex Kantrowitz Jul 21, 2025 ▶ 20:09 Grok's AI Lovebot, Aqui-Hire-Sition Backlash, OpenAI's ChatGPT Agent Debuts
Aug 11, 2025 neutral
Assertion Not checkable as stated
xAI Spent as Much on Grok 4 Reinforcement Learning as Pre-Training
“Grok IV spent as much on reinforcement learning as they spent on, on pre-training, which is unheard of.”
Amjad Masad Aug 11, 2025 ▶ 44:13 Vibe Coding: Everything You Need To Know — With Amjad Masad
Aug 11, 2025 negative
Opinion
xAI Is Compute-Inefficient and Brute-Forces Problems With Massive Compute
“XAI is an amazing team. And they, they've been able to achieve so much in so little time, but it's also well known in the industry that they're computer inefficient. They're so compute rich that, that they're throwing computer the other problem in many ways.”
Amjad Masad Aug 11, 2025 ▶ 44:42 Vibe Coding: Everything You Need To Know — With Amjad Masad
Feb 2, 2026 negative
Opinion
Kantrowitz: Merging SpaceX and xAI is a high-risk, bad combination
“I think not a great combination if you ask me, especially, you know, SpaceX is highly regulated. It's a government contractor. XAI recently was, you know, bikini-fying people on, on Twitter. I think that's some sort of risk there.”
Alex Kantrowitz Feb 2, 2026 ▶ 49:22 The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
Feb 3, 2026 bearish
Insight
Siegler: Microsoft and Amazon back multiple AI labs to stop Google
“I think these other major cloud players, at least the ones who have the rival clouds, specifically Microsoft and Amazon realize that yeah, they probably need to align around basically anyone who's not Google, right? They don't necessarily care if it, I mean, t…”
M.G. Siegler Feb 3, 2026 ▶ 35:58 The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
Feb 3, 2026 bullish
Prediction Held up
Siegler: xAI and SpaceX merger sounds likely and may be announced this week
“If they really do merge with SpaceX, which it does sound like now, is gonna happen, and may even be announced this week, which is insane how fast that that came together, if it comes together in that way.”
M.G. Siegler Feb 3, 2026 ▶ 41:57 The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
Mar 6, 2026 neutral
Assertion Supported
Horowitz: Sam Altman is attempting to broker Pentagon-Anthropic peace deal
“Some of the other frontier AI labs like XAI and OpenAI are already now willing to work on the classified side, and you know, Sam Altman is attempting to broker a piece, essentially, and create a deal that perhaps Anthropik could join as well.”
Michael Horowitz Mar 6, 2026 ▶ 38:11 Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz
Apr 6, 2026 neutral
Assertion Partly supported
Kantrowitz: SpaceX's xAI acquisition valued SpaceX at $1.25 trillion in February
“The company's acquisitions of Musk's XAI company valued SpaceX at 1.25 trillion in February.”
Alex Kantrowitz Apr 6, 2026 ▶ 31:02 OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
May 11, 2026 bearish
Opinion
Leasing compute to Anthropic signals xAI surrender in foundation model race
“This is effectively giving up. It's saying, you know, it doesn't know how to effectively use this compute capacity to train models, or if it did, it wouldn't be worth the expense because it would still be behind OpenAI. And anthropic, and so therefore it's now…”
Alex Kantrowitz May 11, 2026 ▶ 4:46 The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
May 25, 2026 neutral
Assertion Supported
Kantrowitz: xAI rented Colossus 1 compute cluster to Anthropic
“You just rented your AI warehouse Colossus One to Anthropic.”
Alex Kantrowitz May 25, 2026 ▶ 40:43 Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI
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