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xAI

6 statements across 5 episodes · 4 bullish · 2 bearish · 5 people on the record · first statement Nov 8, 2024 by Matt Turck · said 9 times in 8 episodes since 2024 · across every show →

Mentions by year

brought up most by Matt Turck (3), Stephen Balaban (2), Sridhar Ramaswamy (1), Nathan Benaich (1), Amjad Masad (1), Aaron Levie (1)

tap a year for its mentions
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023202420252026episodes it came up in
000.81.51.53202420252026episodesmentions per episode
2026 4 mentions in 3 episodes 1 per episode
2025 3 mentions in 3 episodes 1 per episode
2024 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about xAI, oldest first

Nov 8, 2024 positive
Assertion Supported
xAI built its Memphis Colossus data center in 122 days
“Colossus, which is based in Memphis, which by the way apparently was built in a 122 days. So the fastest you know, time ever to build a data center.”
Matt Turck Nov 8, 2024 ▶ 4:41 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
Apr 10, 2025 negative
Opinion
Ramaswamy: DeepSeek is one or two steps behind xAI in model training
“If you were to compare them to XAI, I would say they are definitely one or two steps behind in terms of their ability to come from nothing and train a world-class foundation model.”
Sridhar Ramaswamy Apr 10, 2025 ▶ 1:20:42 Snowflake CEO on Winning the AI Arms Race
Jan 15, 2026 positive
Opinion
Izmailov: Anthropic has a better corporate culture than OpenAI and xAI
“In my mind, Antropic has the best culture of the three places.”
Pavel Izmailov Jan 15, 2026 ▶ 11:07 The Evaluators Are Being Evaluated — Pavel Izmailov (Anthropic/NYU)
Jun 18, 2026 bullish
Prediction Not checkable as stated
Balaban: xAI's 200-day data center build record can be beaten
“I think it can be matched or beat.”
Stephen Balaban Jun 18, 2026 ▶ 57:45 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
Jun 18, 2026 positive
Assertion Not checkable as stated
Balaban: Only xAI and Lambda execute high-velocity AI compute deployments
“There's two people in the world that can, and two companies in the world that can do high velocity deployments, SpaceX AI and Lambda”
Stephen Balaban Jun 18, 2026 ▶ 57:02 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
Aug 27, 2026 negative
Opinion
AI CEOs lack clear plans to prevent an AI takeover
“I think that the AI company CEOs understand that they're on the path of building wildly smarter than human systems, like super intelligent AI systems. They understand that we don't really have a like clear thought through plan for how to manage the risks from …”
Ryan Greenblatt Aug 27, 2026 ▶ 1:51 AI Could Take Over in 2029. Is It Already Too Late?
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