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> will pay for all of xAI's capex ($25 billion) in 2 years This is a confusing framing; you pay down capex with profit not revenue, and there is presumably a h
by petesergeant 5mo ago
> will pay for all of xAI's capex ($25 billion) in 2 years
This is a confusing framing; you pay down capex with profit not revenue, and there is presumably a high opex cost.
- ayende 5mo agoNevertheless, you are still talking about 15B / year - when the initial investment was < 30B. That investment also probably covers things like power, salaries, etc. So you are still covering all of that.
- petesergeant 5mo ago> That investment also probably covers things like power, salaries, etc. That does not seem probable to me, other than for the initial build-out.
- jasondigitized 5mo agofree cash flow pays down capex