xAI

“XAI can get to the next stage of compute. They won't have more compute than OpenAI. They won't have more compute than any individual company at Google, Meta, et cetera, but they will have the biggest individual data center”

“If I'm a betting man, first of all, if I'm a betting man, I'm betting on that dude. I bet I'm on SpaceX, X, XAI, Twitter.”

“XAI, Will be the intelligence module for Optimus made by Tesla with Tesla vision has its, you know, perception system.”

“They process 1.35 trillion tokens. Google did like eight or nine hundred billion. This is like whatever it is, last seven days or last month. You know, Anthropic was at seven hundred billion.”

“One, we will see the first models trained on Blackwell in early, I think the first Blackwell model will come from XAI. And the reason for that is just, it's a, According to Jensen, no one builds data centers faster than Elon.”

“The four labs that matter, you know, being open AI, Gemini, Anthropic and XAI, Which are clearly the four leading labs.”

“Google dominated that nine months ago. At every point on the Pareto frontier, OpenAI, XAI, and Anthropic were inside of them. Now, the Pareto Frontier is dominated by Anthropic, OpenAI, and then Grok 4.3 is on the Pareto Frontier.”

“Everybody else has taken three years to build a data center. He built one in a 122 days.”

“And then when, ah, XAI did a debt financing, ah, very few credit people wanted to play in that one because there was no cash flow. Two million dollars, two billion dollars in revenues and a twenty billion dollar, ah, enterprise value, but we were very comforta…”

“We all make fun of XAI for having, you know, some challenges with total flop utilization on its clusters, but the reality for the rest of the world is it's far worse. A ton of GPUs just sit in warehouses or sit In private pools allocated to a specific customer…”