xAI

“They're in final stage talks to give Oracle ten billion.”

“Twelve billion has gone into Grok, and OpenAI, you have to sort of discount the Microsoft dollars, because a lot of it's for compute, but an estimated twenty billion. Into open AI. So, you know, almost double what Grok has used to build a very similar, if not …”

“It's basically AOL Time Warner. If Time Warner had a shitload of debt and like the upshot is, is like the cheap money right now is for the AI thing.”

“I subscribed to Grok, you know, pro this week. Tried it. Doesn't work that much better. Unsubscribed.”

“Things seem pretty shaky over there. They've got infrastructure problems, they've got model problems, and now they're losing people.”

“Ok, so yes, Anthropic and the Pentagon are fighting over terms of use. Meanwhile, XAI and everyone else are tripping over themselves to get these government contracts.”

“There's no scenario where Cursor is worth sixty billion dollars.”

“I mean, just like, I don't think you can say it about XAI or Meta, because both XAI and Meta, despite the fact that their models are not performing at the highest level, they at least produced them, right?”

“Dell actually was the primary builder of the Colossus super clusters for XAI.”

“And like, I use like Grok for image stuff because candidly, it's just way better. It's like not even close. Like Grok is the only one that's cared about image stuff. So like their image stuff is just way better.”

“He bailed out his XAI people. He bailed out his Twitter people. He bailed everyone out, right? So Elon gets to be the guy who makes everyone money, and if you're a SpaceX shareholder, you're like, whatever, you kind of got robbed on a few things, but number bi…”

“It's definitely the best design so far by a long shot. Like I have serious respect for the product work and design work done here.”

“I think this is actually the beginning of Grok being the third foundation lab that is truly in the game.”