2 ms·
If they cleaved off xAI and let it die, they'd be in much better shape!
by Spartan-S63 4mo ago
If they cleaved off xAI and let it die, they'd be in much better shape!
- electriclove 4mo agoDid you see that they are getting $15B/year from Anthropic because of what xAI built?
- redox99 4mo agoxAI is by far their most profitable segment, receiving 1.25B a month from Anthropic.
- lubos 4mo agoThat 1.25B per month is not profit
- redox99 4mo agoAssuming renting their datacenters doesn't cost them any more than running them for themselves, and plugging 15B a year of revenue (which ignores X entirely and other forms of revenue) you get 5.4B income, more than Starlink 4.4B income (which is slightly subsidized by the launch segment)
- tasty_freeze 4mo agoelectricity is a major cost. that 1.5B/mo is part for renting the hardware, part paying the lease on the building, and a significant part (I have no idea what %) is paying for the electricity.
- wongarsu 4mo agoThey are switching from digging for gold to selling shovels (capacity in their DCs). And it looks like they managed to make hay at the perfect time