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SpaceX renting out their compute to competitors is what crashes the "AI company" notion. They are either datacenter company or an AI company - but it cannot be
by kklisura 4mo ago
SpaceX renting out their compute to competitors is what crashes the "AI company" notion. They are either datacenter company or an AI company - but it cannot be both.
- nr378 4mo agoArguably Google is both (with GCP and Gemini).
- gurjeet 4mo agoFrom GP's point of view, Google is not a data center company because they're not renting out data centers to other companies; they're using them for their own usage.
- andsoitis 4mo ago> They are either datacenter company or an AI company - but it cannot be both. why not?
- Ekaros 4mo agoYou can be both but you probably are not very good AI company if you have significant amount of extra computing to rent. Or you calculated your own demand significantly wrong somewhere. Which again does not make you great AI company...
- indoordin0saur 4mo agoThe fact that dozens of companies seem to have been able to produce great models, and the mid-tier ones are only months behind the frontier models tells me that just having a great model is not much of a moat. It may actually be having the physical stuff that makes all of this possible is the bigger revenue generator.
- fmajid 4mo agoSpaceX is an ISP with a sideline in rocket launches, and xAI is a neocloud with delusions of grandeur.