xAI

“XAI just didn't make any ESG commitments. So they're just burning coal to just pump energy into this latest training run.”

“I think it's going to be incredibly interesting to see what Elon's reaction is going to be because he's definitely going to have to out raise.”

“The reason to be extra bullish on XAI is that Elon is the only founder mode model, you know, CEO. I don't know if he's actually CEO or, but whatever chairman, at least who has done large scale infrastructure projects over and over and over the factories at Tes…”

“I think he's probably just trying to slow us down. He obviously is a competitor. It's, you know, he's working hard, and he's raised a lot of money for XAI, and they're trying to compete with us from a technological perspective, from you know, getting the produ…”

“Well, XAI explains why it is absolutely viable to have started late, provided you have the funds catch up quickly.”

“XAI raised six billion dollars last November and actually owns its GPUs.”

“That's really Elon's like edge here for sure.”

“XAI famously built a 100,000 GPU cluster in Memphis and now has 200,000 GPUs and used 20,000 of them to train Grok III.”

“We're not investors in Tesla, just given the timing and that it was public where, you know, major investors in space X invested in boring company, investors in X, investors in XDI.”

“And we recently partnered with XAI to power the default model. So you can go to chat.versella.ai and you can basically clone and deploy your own ChatGPT in your own domain name.”

“I think actually XAI would be an incredible acquisition target for a lot of companies if it wasn't saddled with X.”

“Grok launched a NSFW anime mode to the app, audio and visual.”

“I believe this will be by far the largest revenue line item for XAI within, if it's not already.”

“The unique thing about this launch is that there has never, you know, clearly many people around the world spend money on OnlyFans or other NSFW content, and, but Elon has never created a product for those type of people. And so I think the sort of latent dema…”

“So one was that Grok had signed a contract with the department of defense.”

“Elon, as usual, of course, is provoking this question, is, I'm sure you guys talked about, but, you know, he has now, you know, with NXAI, he's now collapsed, you know, he's eliminated the distinction between research and product”

“Elon reconfirmed overnight that he's going to, you know, open source, you know, start open sourcing previous versions of Grok.”

“Within XAI, he's now collapsed, you know, he's eliminated the distinction between research and product.”

“Yeah, but this is four-D chess, because in general, people don't believe Grok, because they believe it to be insane.”

“It was only a month ago, Grok or XAI announced a partnership with the Department of Defense, a two hundred million dollar contract, so that's serious.”

“Part of setting up this pay package could set up a scenario where XAI gets just merged into Tesla and it becomes a standalone. It just all gets rolled in.”

“If you are your Slack user, you need to see the Slack bot that we introduced here, which is built on Anthropic. It's also amazing. So we use open AI. We use Anthropic. We use Gemini. I just did an interview with Sundar, you know, you can see it on YouTube. We …”

“Musk's XAI and NVIDIA to develop a data center in Saudi Arabia. It's a 500 megawatt data center in Saudi. XAI is working with NVIDIA and a Saudi Arabian partner to develop a data center in the kingdom. Musk said Wednesday at an event with the crown prince. The…”

“To me, it seems much more likely that, like, they just want to be in the data center business.”

“A few months ago, XAI shortened their waiting period known as a vesting cliff from 12 months to six.”

“And we'll take XAI training compute to almost two gigawatts.”

“And then we get this, and it makes whatever erotica is going to come out of OpenAI is probably not going to be as controversial as what's happening with Grok right now, right?”

“Elon Musk says that XAI will have more AI compute than everyone else combined in less than five years.”

“These were just rumors, but when you looked at XAI's traction relative to their valuation at the time, they were looking for a greater valuation than anthropic. And yet the enterprise adoption certainly didn't justify it by itself.”

“So SpaceX has done 31 funding rounds, a lot of those have been secondary transactions, but 31 funding rounds to raise twelve billion. XAI just goes out and raises 20 in one round.”

“XAI has also bought a third building called Macro Harder.”

“So much of Substack's opportunity right now is just that X is rolled into XAI and is like not operating, you know, as like a pure play standalone company.”

“So, they're in discussions ahead of a blockbuster IPO planned for later this year. The combination would bring Musk's rockets, Starlink satellites, and X social media platform, and the Grok AI chatbot under one roof.”

“SpaceX confirms plans to merge with XAI before the IPO. Elon Musk plans to merge SpaceX with XAI.”

“Well, there's a bet, right, between basically the head of compute of XAI and the head of compute of Anthropic. And the bet is, what percentage of worldwide data center capacities in space by the end of 28, and the bar is one percent. And so the XAI guy is like…”

“As the consumer products and the enterprise products have kind of fallen behind or failed to, you know, fully catch up.”

“This isn't looking good, and it's the original XAI co-founders. There was one, two, three, four, five, Five, six, seven, eight. There's three remaining. Elon plus Manuel and Toby.”

“They did this kind of interesting thing where there's like, four agents. Every time you actually do a prompt, there's, like, four agents, and the agents specifically have, like, distinct roles, where it, it's almost kind of like you have four instances of the …”

“Elon Musk announced that XAI is moving away from traditional academic benchmarks like humanity's last exam to focus Grok on maximal utility for real world engineering and Software development.”

“I mean, especially if you're talking about these big pre-trains, it's really just these four. No one else is really at that scale.”

“Venture as a class in a good year will do like four hundred billion, and across OpenAI at a 100,000,000,030 for Anthropic, 20 for XAI, then you have, you know, a bunch of NeoLabs all picking up a billion each. Like, you very quickly get to a few companies Rais…”

“XAI hired two or two senior leaders from Cursor to catch up on coding.”

“Feels like really hard to catch up in CodeGen, even if you have some great people from Cursor. Like, it's just so, so, so competitive and there's, I don't see it.”

“I think I think it will make sense over time for XAI to start offering cloud services to other companies.”

“So the XAI co-founder I go where Babushkin is planning to raise up to one billion at an up to five billion dollar valuation for a new AI research startup with general catalyst possibly leading.”

“With the merger, the acquisition of XAI, we now, as a group, own the largest coherent gigawatt class compute on the planet, which will help us truth seek and understand the universe.”

“And we know from Jensen that they bring on data centers faster than anyone else, per Jensen's words.”

“Going into SpaceX and XAI, working with Jared Burchill to get into some of those rounds and then, you know, you're liquid very quickly.”

“SpaceX developed an early prototype of an AI Focused handset. The device is said to be slimmer than the iPhone. Runs proprietary operating system. Uses XAI technology built around Qualcomm's Snapdragon chipset.”

“It's official hot bot summer is over. Super Grok is saying goodbye to companions.”