xAI

5 statements across 2 episodes · 3 bullish · 1 bearish · 2 people on the record · first statement Jun 19, 2025 by Elon Musk · said 7 times in 2 episodes since 2025 · across every show →

Mentions by year

brought up most by Elon Musk (4), Garry Tan (3)

mentionsepisodesper episode tap a year for its mentions

2025 7 mentions in 2 episodes 4 per episode

Elon Musk: Digital Superintelligence, Multiplanetary Life, How to Be Useful · Y Combinator Jun 19, 2025 · 5 mentions · from 0:44
The Best Consumer Startup Ideas Were Impossible Until Now · Y Combinator Nov 28, 2025 · 2 mentions · from 0:50
every mention in 2025, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about xAI, oldest first

Jun 19, 2025 positive

Disclosure

Musk prefers the term engineering over research and calls xAI a company, not a lab

“That's kind of like why I actually, I prefer the term like engineering as opposed to research. I prefer the term and I don't, I actually don't want it to call XAI a lab. I just want to be a company.”

Elon Musk Jun 19, 2025 ▶ 24:26 Elon Musk: Digital Superintelligence, Multiplanetary Life, How to Be Useful · Y Combinator

Jun 19, 2025 bullish

Disclosure

Musk: xAI deploying 140K GB200s and 150K H200s in Memphis

“So now we've got 150,000 H 150 K H 200 and 30 K GB 200 in the Memphis training center. And we're about to bring a 110,000 GB 200 online at a second data center also in the Memphis area.”

Elon Musk Jun 19, 2025 ▶ 31:35 Elon Musk: Digital Superintelligence, Multiplanetary Life, How to Be Useful · Y Combinator

Jun 19, 2025 bullish

Disclosure

Musk: xAI is currently training Grok 3.5 with reasoning focus

“And, like, right now we're training Grok 3.5, which is a heavy focus on reasoning.”

Elon Musk Jun 19, 2025 ▶ 33:48 Elon Musk: Digital Superintelligence, Multiplanetary Life, How to Be Useful · Y Combinator

Jun 19, 2025 neutral

Assertion Not checkable as stated

Musk: xAI rented a quarter of all US mobile cooling capacity

“We rented about a quarter of the mobile cooling capacity of the U.S. And put the chillers on the other side of the building.”

Elon Musk Jun 19, 2025 ▶ 29:00 Elon Musk: Digital Superintelligence, Multiplanetary Life, How to Be Useful · Y Combinator

Nov 28, 2025 negative

Opinion

Tan: Meta and xAI Struggle to Capture Sora's Cultural Vibe

“It is funny to see XAI and Meta sort of like struggle to try to capture that vibe.”

Garry Tan Nov 28, 2025 ▶ 23:08 The Best Consumer Startup Ideas Were Impossible Until Now · Y Combinator

xAI

Mentions by year

Everything said about xAI, oldest first

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