xAI, every mention
3 scenes (2026) · ← back to xAI
tap a year for its mentions
every year 2026 anyone Rajiv Jain 2Josh Wolfe 1Gavin Baker 1Alex Sacerdote 1
Verbatim, from the transcripts: the passages where xAI comes up
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 0:48 Rajiv Jain X.AI, cash losses were give and take double legit 1,000,000,012 to 15, and their capacity relation on the Colossus was 11%.
- ▶ 34:00 Rajiv Jain X.ai, cash losses were give and take double legit 1,000,000,012 to 15, and their capacity relation on the Colossus was 11%.
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 54:00 Gavin Baker AI is different in that at every level of the stack, whether it's the frontier models, you have OpenAI, Anthropic, XAI competing with Google, whether it's semiconductors, at every level of semiconductors, the key competitors are both…