xAI, every mention
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every year anyone John Coogan 109Jordi Hays 55Tyler Cosgrove 6Yacine Mtibaa 4Shaun Maguire 3Sam Altman 2Marc Benioff 2Marc Andreessen 2Koki Mochida 2Jordan Higgins 2
Verbatim, from the transcripts: the passages where xAI comes up
Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN
- ▶ 17:05 unnamed speaker That means that they're ahead of XAI.
Bending Spoons Buys Airtable, OpenAI Hits Back at Apple, Spider-Man Ads in BMWs | Diet TBPN
- ▶ 29:57 unnamed speaker Uh, the company merged with Musk's XAI in February.
U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN
- ▶ 7:58 John Coogan Like, he obviously has a very strong philosophy around XAI and Grok, and you saw it in the SpaceX S-one, where the market for enterprise software was like, 22 trillion, or something like that. 2 times in the scene
Stripe’s $53B PayPal Offer, OpenAI’s First Device, TBPN’s New Business Ideas | Diet TBPN
- ▶ 5:13 John Coogan His bandwidth is spread impossibly thin across Tesla, SpaceX, XAI.
GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN
- ▶ 22:18 John Coogan They're at least laying out a narrative that if Meta picks it up would differentiate them from SpaceX AI in some ways, I think.
Model Mayhem: OpenAI’s 5.6 and Meta’s Muse Spark 1.1 | Diet TBPN
- ▶ 0:12 unnamed speaker You got XAI unveiling Grok 4.5, the first model built specifically for coding and AI agents, developing collaboration with cursor.
Jersey Mikes's IPO, AI Lab Nationalization, SpaceX AIPhone | Diet TBPN
- ▶ 19:44 John Coogan Uses XAI technology built around Qualcomm's Snapdragon chipset.
The Meta Compute Debate | Diet TBPN
- ▶ 17:33 John Coogan Jay Yoon says, we are still massively short compute meta and XAI are selling compute because there's no inference demand for their models.
Jake Paul Thinks We'll Live Forever
🚀 SpaceX IPO Liftoff | Diet TBPN
- ▶ 8:54 Gwynne Shotwell 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.
Microsoft Takes on Frontier AI with Project Solara, OpenClaw, and More at Build 2026 | Diet TBPN
- ▶ 13:07 unnamed speaker During the Elon Musk OpenAI lawsuit, Elon was on the stand and mentioned that he might have, or XAI folks might have, uh, done some distillation on either anthropic or OpenAI models at one point.
Where Brad Gerstner Is Investing Billions
- ▶ 20:19 Brad Gerstner You talk independently, uh, you know, to Michael Truel and the guys at Cursor, and now, you know, taking over x.ai, or you talk to, uh, the guys at Anthropic or OpenAI, and they kind of look you in the eyes with that Oppenheimer look, and…
SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN
- ▶ 8:10 Jordi Hays Our conversations from last year, where we were, XAI, uh, and Grok was, was growing, but maybe not at the rate that, uh, not close to the rate that, uh, would require that much infrastructure. 2 times in the scene
Google I/O: Day 1 Reactions, Goldman to Lead SpaceX IPO | Diet TBPN
- ▶ 15:22 John Coogan We see this with the independent labs or the OpenAI, Anthropic, the other labs, XAI.
Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPN
- ▶ 17:54 unnamed speaker I guess he, I guess Andre Carpathy was never inside of XAI because he was sort of the precursor at Tesla, but.
SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN
- ▶ 20:23 John Coogan So, uh, the XAI co-founder, uh, 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. 2 times in the scene
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
Sam vs Elon Trial, Coinbase Cuts 14% in AI Pivot, Digesting Meta Earnings | Diet TBPN
- ▶ 4:36 unnamed speaker No, Grockman is the synthetic version of Greg Brockman that Elon Musk has created in the XAI headquarters.
- ▶ 7:50 unnamed speaker Google, Microsoft, and Elon Musk's XAI have reached agreements with the Trump administration to share early versions of their new models with CAISI. 4 times in the scene
- ▶ 24:15 unnamed speaker And even XAI is having trouble, at least reportedly driving demand for compute that they have.
Inside the OpenAI vs. Elon Musk Courtroom
- ▶ 13:06 Mike Isaac And, you know, OpenAI is really hammering the facts of what they feel are their side of the case, and saying Elon has known about, uh, Elon has never been in the dark, he quit in a huff, he, uh, he's made it very clear he hasn't been…
- ▶ 26:39 John Coogan Like, if there's more non-profits, like, you still probably wind up with Anthropic, DeepMind, XAI.
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
- ▶ 14:14 unnamed speaker Like, you see -23 gross, 23% gross margins, and you're like, whoa, and then you look at the SpaceX deal, and the XAI deal, and all the compute that's sitting at Colossus II, and you think, oh, well, like, what will the gross margins be? 2 times in the scene
SpaceX-Cursor Deal, ChatGPT Images 2.0, Fake Bear Scam | Diet TBPN
- ▶ 1:37 unnamed speaker Fantastic terminology from the XAI team over there. 2 times in the scene
- ▶ 5:41 unnamed speaker But the people who get, who were, whose arms were twisted, Morgan Stanley, and all the VC backers who came in, they wound up with SpaceX stock, and so they wound up doing very well, because they wound up with XAI stock, and then SpaceX… 8 times in the scene
- ▶ 9:56 unnamed speaker They've also never done a pre-trained, I believe, whereas the XAI team has, right? 4 times in the scene
Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN
- ▶ 22:14 unnamed speaker Scoop Cursor plans to use XAI's infrastructure to train its Composer. 6 times in the scene
SpaceX Financials, Does AI Increase Unemployment or Leisure, Chimp Civil War | Diet TBPN
- ▶ 1:41 unnamed speaker The financial figures include XAI, the Elon Musk founded artificial intelligence company that SpaceX acquired in February. 7 times in the scene
Meta’s AI Comeback Moment, Claude Mythos | Diet TBPN
Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN
- ▶ 12:34 unnamed speaker Intel is proud to join the TerraFab project with SpaceX, XAI, and Tesla to help refactor Silicon 3 times in the scene
AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN
- ▶ 28:42 Tyler Cosgrove He also tried to control XAI, to some degree. 2 times in the scene
FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
- ▶ 16:21 unnamed speaker Yeah, someone goes back to the XAI debate about, like, do they need AI researchers, or should everyone be an AI engineer? 4 times in the scene
Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
- ▶ 15:48 Jordi Hays In December, Elon Musk, who leads XAI said he had quote, a lot of AI nightmares and
Benchmark’s Ship of Theseus, OpenAI Kills Sora, SpaceX $2T IPO Buzz | Diet TBPN
- ▶ 28:59 Jordi Hays Uh, particularly, I think people will be focused on XAI. 5 times in the scene
SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
- ▶ 1:04 John Coogan Uh, XAI, training foundation models, trying to make a consumer app. 3 times in the scene
Elon's Moon Mass Driver: Here's How He'll Do It
- ▶ 1:05 John Coogan Uh, XAI, training foundation models, trying to make a consumer app. 2 times in the scene
- ▶ 8:34 unnamed speaker I think, uh, I think it will make sense over time for XAI to start offering cloud services to other companies.
Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN
- ▶ 14:19 unnamed speaker Like, you know, XAI and SpaceX merged.
Inside Bezos’ Plan to Rebuild U.S. Manufacturing With AI
- ▶ 18:33 unnamed speaker Like, you know, XAI and SpaceX merged.
Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
- ▶ 17:43 Jordi Hays However, however fancy OpenAI, Google, Anthropic, and XAI make their chatbots, iPhones are still a primary way to deliver them to customers. 2 times in the scene
- ▶ 24:26 John Coogan Well, maybe they work for a rival AI lab or something, and so they, they're extremely sci-fi pill, but they just don't like, they just, they just feel like they're competing with XAI.
Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN
- ▶ 6:38 Jordi Hays One XAI employee went very direct.
- ▶ 11:02 John Coogan Cursor and XAI news.
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
- ▶ 4:03 John Coogan And then you do have OpenAI, Anthropic, XAI in the private markets.
- ▶ 15:58 John Coogan 110 going to OpenAI, 30 going to Anthropic, tons of money going to XAI.
- ▶ 27:31 Jordi Hays Robin shared SpaceX probably has revenues less than twenty billion and loses money after the merger with XAI.
The Remarkable AGI Predictions of Daniel Gross
Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN
- ▶ 17:18 John Coogan 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.
Why My Article Just Tanked the Market
- ▶ 19:14 John Coogan Uh, do you think that there's any, uh, there's this question about, like, in my mind, like, yes, Google and NVIDIA are public, but, uh, Anthropic, OpenAI, and, uh, XAI through SpaceX are not public.
The AI lab market map, Robinhood brings startups to retail, GLPs & hedge funds | Diet TBPN
- ▶ 4:29 Tyler Cosgrove Yeah, XAI. 4 times in the scene
- ▶ 16:50 Jordi Hays 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 6 times in the scene
Anthropic’s $380B round, Paramount vs. WB, Higgsfield ragebait drama | Diet TBPN
- ▶ 8:56 unnamed speaker Huge position in SpaceX, which now owns XAI, and so they're in that lab, um, sort of coincidentally.
Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN
SpaceX-xAI merger reactions, Paypal plummets, Disney names next CEO | Diet TBPN
- ▶ 16:39 unnamed speaker SpaceX just bought XAI that previously bought X. 16 times in the scene
FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
- ▶ 9:52 unnamed speaker Uh, when did you first think that XAI might end up at another Elon company? 4 times in the scene
Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN
- ▶ 28:17 John Coogan Justin, SpaceX reportedly confirms XAI merger. 4 times in the scene
Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN
- ▶ 17:48 John Coogan Uh, he's making that cash investment in XAI, and of course he's really focused on optimist humanoid robots, and it seems like he could be scaling up production there very, very quickly.
- ▶ 20:52 Jordi Hays Uh, exclusive Musk's XAI and merger talks with XAI ahead of planned IPO. 3 times in the scene
China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN
- ▶ 28:54 Jordi Hays 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.
Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN
- ▶ 7:48 John Coogan And then XAI is doing interesting stuff.
X’s $1M Sweepstakes, Ben Affleck’s viral take on AI, Elon sues OpenAI for $134B | Diet TBPN
- ▶ 13:31 unnamed speaker We should talk about, uh, XAI. 10 times in the scene
- ▶ 29:11 unnamed speaker It, it, it may play a role in how the, and how this sort of, like, war between XAI and OpenAI or Elon versus Sam evolves, but ultimately, like, this judge is not going to make, you know, the judge and jury are not going to make a decision…
The Elon vs OpenAI Lawsuit and ads in ChatGPT | Diet TBPN
- ▶ 5:21 unnamed speaker He runs XAI. 2 times in the scene
- ▶ 20:00 unnamed speaker and it was very funny because you can't not read into it like you're talking to someone at Anthropic because it's taking shots at both of them being like, oh, well, like, you know, uh, Elon has XAI and that's a for-profit, so he's a…
xAI Raises $20B, Anthropic’s $350B Valuation, OpenAI Launches ChatGPT Health | Diet TBPN
- ▶ 0:02 John Coogan Speaking of AI adoption, is anyone adopting XAI? 7 times in the scene
- ▶ 2:31 John Coogan Even though Grok and XAI hit a bunch of interesting milestones, did a bunch of great stuff, they didn't really have a breakout in consumer the way ChatGPT and Gemini did, and they weren't making waves with developers the way Cloud Code or… 9 times in the scene
- ▶ 6:21 John Coogan Elon Musk says that XAI will have more AI compute than everyone else combined in less than five years. 5 times in the scene
CES’s legacy, reactions to Dwarkesh’s “Capital in the 22nd Century,” and more | Diet TBPN
- ▶ 17:32 unnamed speaker So, key factors, um, they talk about privatization of returns, so, like, very, very hard to get exposure to XAI.
OpenAI Sets Sights on $750 BILLION Valuation
- ▶ 17:20 unnamed speaker November 17th, XAI releases GROC 4.1.
OpenAI ENDS Vesting Cliff
- ▶ 16:27 Jordan Higgins A few months ago, XAI shortened their waiting period known as a vesting cliff from 12 months to six. 2 times in the scene
Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN
- ▶ 10:22 Jordi Hays He later had a falling out with his co-founders and started his own company XAI in 2023. 3 times in the scene
Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN
- ▶ 19:34 John Coogan Like, if they wind up having a model that is, you know, actually in the same league as, as, as, as Claude, and Gemini, and OpenAI, and XAI, and it's this, like, you know, closed source, it's an API, it does well on MMLU, it does really… 3 times in the scene
Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN
- ▶ 14:23 unnamed speaker Jeff Bezos has as much control over AI as Elon does with XAI, right? 2 times in the scene
ChatGPT Turns Three, OpenAI x Thrive, David Sacks vs. The New York Times | Diet TBPN
- ▶ 17:43 unnamed speaker Anthropics, they're talking about Anthropics, one gigawatt TPU purchase, the more TPU, uh, Meta, SSI, XAI, OpenAI, Anthropics buy, the more GPU capex you save, and they're going into what the, what the battle between TPU and, uh, the next…
Reverse Engineering 200 AI Startups, Nucleus Genomics Controversy, Drone Hunting | Diet TBPN
- ▶ 6:58 John Coogan Yeah, and you were on the x.xai one?
Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN
- ▶ 12:46 Jordi Hays Musk's XAI and NVIDIA to develop a data center in Saudi Arabia. 5 times in the scene
Thursday's Diet TBPN
OpenAI Requesting Federal Backstop? | Diet TBPN
- ▶ 21:44 John Coogan XAI and X are obviously the, the most prominent example, but even like LinkedIn and Microsoft, and I don't think the US government should backstop data center loans
Marc Benioff on AI Agents' Biggest Problem
- ▶ 4:54 Marc Benioff We XAI love Elon.
- ▶ 13:37 Marc Benioff I just subscribed also to XAI.
Google Makes MAJOR Cancer Research Breakthrough | Diet TBPN
- ▶ 21:57 unnamed speaker Isn't Apple or XAI.
George Hotz Goes OFF | Tweet Reactions
- ▶ 3:25 unnamed speaker Weren't, I don't know if they were directly mocking it, but the industry was broadly embarrassed by XAI leaning so heavily into this sort of AI romantic companions. 2 times in the scene
Acquired Podcast Hosts Break Down Google’s $1 Trillion Mistake
- ▶ 28:38 Jordi Hays So the XAI deal is an SPV that I think is led by XAI, but they're doing, like, eight and a half billion of cash, and then, like, 12 and a half of, of, of, no, of debt, but it's happening at the, basically happening at the SPV level, which… 2 times in the scene
Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- ▶ 43:20 Jordi Hays By the way, if you go to xai.com, it's this random company called Unk AI.
Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
- ▶ 1:28:31 Jordi Hays Said earlier, been tracking XAI is accelerating cash burn, flattening user growth, monetization, and fundraising struggles since the beginning of this year. 3 times in the scene
Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- ▶ 0:45 John Coogan XAI will take immediate legal action.
- ▶ 18:36 Jordi Hays And the other thing, it was only a month ago, Grok, uh, or XAI announced a, uh, partnership with the Department of Defense, a two hundred million dollar contract, so that's serious.
BREAKING: Sam Altman VS Elon Musk
- ▶ 0:44 John Coogan XAI will take immediate legal action.
- ▶ 18:35 unnamed speaker And the other thing, it was only a month ago, Grok, uh, or XAI announced a, uh, partnership with the Department of Defense, a two hundred million dollar contract, so that's serious. 2 times in the scene
Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- ▶ 1:11:46 Marc Andreessen Elon as usual, of course, this is provoking this question is, I'm sure you guys talked about, but you know, he, he has now, you know, within XAI, he's now collapsed, you know, he's eliminated the distinction between research and product.
- ▶ 1:46:39 John Coogan We know XAI loves to benchmark, and all the Elon stands are gonna be calling out GPT-V for any, any misaligned benchmarks if they fail.
The State Of AI in 15 Minutes
- ▶ 5:30 unnamed speaker We know XAI loves to benchmarks, and all the Elon stands are gonna be calling out GPT-V for
Marc Andreessen on Why Apple Might Miss the Next Platform Shift
- ▶ 6:11 Marc Andreessen Elon, as usual, of course, is provoking this question, is, I'm sure you guys talked about, but, you know, he, he has now, you know, with NXAI, he's now collapsed, you know, he's eliminated the distinction between research and product, um,…
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 1:33 Jordi Hays I don't know if XAI is running on Restream. 2 times in the scene
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