5 ms·
Another tactical move is to just stop. You're allowed to exit the AI business. Nobody's forcing you to keep throwing money into the furnace. Just be a rocket co
by CobrastanJorji 2mo ago
Another tactical move is to just stop. You're allowed to exit the AI business. Nobody's forcing you to keep throwing money into the furnace. Just be a rocket company. All of the xAI founders left. Your product's brand name is mud. Just stop doing that and build spaceships.
- ButlerianJihad 2mo ago[flagged]
- spankalee 2mo agoLLMs have nothing to do with any of that.
- svachalek 2mo agoAnd if they did, you still don't need to be developing a Twitter-bot LLM and/or nudify image model to support your rocketry projects.
- solid_fuel 2mo agoAh yes, rockets, famously invented in late 2024 after LLMs became popular.
- deleted 2mo ago[deleted]
- LandoCalrissian 2mo agoIronic username.
- brightball 2mo agoYour name is fantastic for AI conversations. Well done.
- solumunus 2mo agoBut how will Musk stay a trillionaire without fake AI hype?
- IncreasePosts 2mo agoRenting his boatload of GPUs to Google, Anthropic, et al
- cyberax 2mo agoHe doesn't have _that_ many. And they're also not _his_, he just got them from NVidia.
- wombat-man 2mo agoI read that they bought quite a few, but their DC build out is not very fast. Maybe they should just resell the hardware
- fragmede 2mo agoYou don't have to like the guy, but buying something is typically how ownership goes. I refer to my car as mine, but I did just buy it from Honda.
- cyberax 2mo agoI mean that it's not his IP, he's not producing any GPUs/TPUs. He's just reselling his idle stock of cards.
- sourweasel 2mo agoNot to be pedantic, but although the datacenters are running Nvidia hardware, Tesla did develop their own 20-core/3-npu high bandwidth chip for their cars. It's nowhere near the computational ability of any datacenter GPU, but at 150+ TOPS it's no slouch either.
- 2mo ago
- charcircuit 2mo agoAs a social media site they need to understand content for recommendations and they allow people to ask questions about posts for free. Along with having a large amount of data that can be trained on xAI has good reason to continue developing AI.
- __float 2mo agoTwitter (and others) had an algorithmic feed long before LLMs. These don't actually seem like "good reasons" to me.
- charcircuit 2mo agoBefore using large language models, they used language models. Large language models perform better, at the cost of being more expensive to run.
- wombat-man 2mo agoThey bought a lot of GPUs. They could still do these things on that hardware with someone else's model.
- michaelmrose 2mo agoThey could use other people's models running on their hardware while renting most of the existing capacity to others. The real issue is that their leadership is delusional and their stock is literally based on this shared delusion and acknowledging reality would gut their ability to raise new funds and destroy paper wealth based on delusional returns that are never going to happen.
- hsnewman 2mo agoThat is probably the best solution too!
- afavour 2mo agoThe stock market would not like that, though.
- deleted 2mo ago[deleted]
- derektank 2mo agoDoes he even need to care about that at this point? He retains majority voting control over SpaceX so nobody can stage a hostile takeover. And he’s given his employees an opportunity to cash out if they wanted to.
- sumeno 2mo agoHe hasn't needed to worry about money for a long long time. Arguably his entire life. But he is incredibly greedy and narcissistic and desperate to fill the hole in his soul with more.
- andsoitis 2mo ago> You're allowed to exit the AI business. Isn’t it more fun to fight the incumbents, the behemoths, the goliaths?
- beams_of_light 2mo agoxAI is no David.
- andsoitis 2mo agoRelative to OpenAI, Anthropic, and Google in the AI space? Absolutely.
- verandaguy 2mo agoNah. They're all rotten to the core, just in different ways. The key difference between xAI and Anthropic/OAI/Google is that xAI has the least-likely path to existing as viable business in a decade. That said, the economics of the entire AI industry are kinda made up at this point, so who really knows; it's quite possible that the players with the best odds of surviving the crash are those that can draw funding from their parent company's other businesses.
- anonym29 2mo ago>The key difference between xAI and Anthropic/OAI/Google is that xAI has the least-likely path to existing as viable business in a decade. I don't know, renting out a fleet of GPUs at annualized rate of ~100% of the capex deployed to obtain said GPUs seems reasonably better than lighting hundreds of billions of dollars on fire in order to earn tens of billions of dollars.
- halfmatthalfcat 2mo agoThe GPUs that depreciate like gangbusters. Yeah, solid long term plan.
- nine_k 2mo agoThat would be a strategic move.
- this_user 2mo agoYou misunderstand Musk's motivation. This was never about money for him, but about control over a key technology. One of the main reasons he exited OpenAI was the fact that the other co-founders wanted to create a structure where no one, Musk included, would be able to seize full control of the company. That was the thing that prompted him to leave, which tells you a lot about what he really wanted in the first place. But he also falsely assumed that OAI would die without his money. Yet, they managed to pull through, and Musk is now on the outside looking in with very little influence in the AI space. xAI is his desperate attempt to get back into the game. That is why he won't give up.
- sieabahlpark 2mo ago[dead]
- estearum 2mo ago> This was never about money for him, but about control over a key technology That's too flattering. It's about ego.
- vladmk 2mo agoAgreed - if you read any Elon books that’s a part of it. He always had someone to prove himself to from his dad to the world. It’s almost Michael Jordanesque except business wise.
- halfmatthalfcat 2mo agoSo just like Trump. Birds of a feather.
- DustinBrett 2mo ago[flagged]
- vladmk 2mo ago
- wouldbecouldbe 2mo agoI don’t know, I wouldnt be suprised if he finds a way. All the tools around, he just have to make a jump in the quality. With GLM as example they should be able to het to opus level and cut the costs
- Telemakhos 2mo agoMusk bought Twitter looking to build an “everything app,” the western WeChat. AI came along and promised an end to apps via an agentic OS that does what its user wants and vibes whatever it needs to accomplish that as it goes along. The agentic OS is basically the same thing as the “everything app,” and I doubt Musk will let go of that.
- mexicocitinluez 2mo ago> Musk bought Twitter looking to build an “everything app,” Part of me thinks he knows he lying and is just trying to drum up money and the other part thinks he's one of the most delusional and uninformed people in tech.
- cgh 2mo agoHe’s a fast-talking dingbat.
- tbrownaw 2mo ago> Musk bought Twitter looking to build an “everything app,” I thought it was mostly on a whim that turned out to be binding, and the 'everything app' plan came later?
- marbro 2mo agoHe bought Twitter to restore free speech.
- Lomlioto 2mo agoHe had to bought twitter because he was legaly bind after he said too much stuff. He then leveraged his buy as a propaganda platform.
- NikolaNovak 2mo agoIt is my limited understanding that as much as many of us groan at the notion of Spacex becoming "an AI-first company", markets in general, and Musk investors in particular, are slurping it up. Musk is very very very good at promising the sky. I don't think he can backtrack, he always digs in further - and it has historically worked well for him. He will drop AI only when the next big hype thing comes along and he hitches a ride on that train.
- citizenpaul 2mo ago>just stop. Thats not how AI psychosis works.
- dimgl 2mo ago> Your product's brand name is mud. It is?
- Gigachad 2mo agoYes, to the average person grok is known for generating csam, mechahitler, and undressing people for sexual harassment. And to tech people it’s now known for stealing your files.
- brightball 2mo agoReddit is not “the average person”
- Gigachad 2mo agoThe AI undressing scandal was on mainstream news and being discussed publicly by politicians. It's not some underground drama. The real life people I know still remember he called the cave diver a pedo after a disagreement. There's very few people left in the world not soured on Elon.
- Culonavirus 2mo agoNo, there's very few >left wing< people left in the world not soured on Elon. What mainstream news and which politicians? Cnn, Msn, Bbc? Which "scandal"? You mean that Grok Imagine had some security holes that let you "put XYZ into bikini" which were promptly patched but not before the far left and professional complainers activated their "mainstream news" co-conspirators and blown this out of proportion like they do with everything Elon related (or Trump related... well at least Trump deserves it)? Elon calls people all kinds of things almost every day. He's on the spectrum, we all know this, what's the big deal? Yea it's not his big mouth, nobody actually cares about that, the real reason why the left hates him is Twitter, or to be more specific that one fateful day when he decided to buy Twitter, throwing out the iron grip (that still continues to fester on Reddit and Wikipedia by the way) of the left on political discourse out of the (Overton) window. An isult to injury was Elon firing 80% of Twitter and nothing bad happening (except "safety" hall monitors and other do-nothings having to find jobs elsewhere). Then Elon financially supported Trump's campaign and that was the last nail in the coffin. Forever enemy. The fact that you present this as "very few people left in the world" is peak western progressive brain rot, but I get it, it's what your people do. Covid rules and Trump election were probably the main driving factor of speeding up the opening of platform s rules on speech, but Twitter purchase made it possible, it opened up the floodgates and many followed. (To the point that today , I would argue, Instagram is way more casually racist than X. Youtube is pretty open too compared to 5 years ago.) Btw since leftists often play dumb and ask silly questions: if you think there are more than two genders or that the "white man" has some form of original sin that needs to be punished or that immigration enforcement is evil or you support Hamas - you are the "leftist" I'm talking about here. You are not the "normal ones", you never were, you just stole the discourse and made everyone fear stepping out and now you're mad when someone in power does that back to you. That's the truth.
- Grombobulous 2mo agoThis is what a normal company might say. xAI is not a company, it’s a financial instrument. The growth potential as perceived by investors is there to prop up the stock price.
- reverius42 2mo agoNow that SpaceX is public, at a valuation that is both very high and supported primarily by xAI (Grok), it cannot simply go back to making rockets.
- ychnd 2mo ago> supported primarily by xAI (Grok) Citation needed. What was the relative value of the companies before the merge?
- OtherShrezzing 2mo agoDecent summary of it here[0]. The “space” part of “SpaceX” is valued by market analysts and money managers at around 5% of the company’s entire value. Almost all of the rest is “AI stuff”, and Twitter is a rounding error. That is, if SpaceX went back to being a space-only entity, and dropped the AI stuff, its share price should be expected to fall from $130/share to around $7/share. [0] https://www.ft.com/content/09a62ed4-16af-433c-adb7-c877d1975388?syn-25a6b1a6=1 https://www.ft.com/content/09a62ed4-16af-433c-adb7-c877d1975...
- reverius42 2mo agoThank you for providing the citation.
- rob74 2mo agoI would have agreed to "you're allowed to exit the AI business" a few months ago, but now that SpaceX has had its IPO promising a total addressable market of $28.5 trillion, of which $26.5 trillion are AI, I guess they're stuck with it...
- ryandvm 2mo agoLol. Not when you just told everyone that you're going to increase your revenue by 100 times over the next 4 years "bY uSiNG AI!!!"
- tootie 2mo agoThey've still managed to capture a slice of government business because they have explicitly aligned themselves with one of the two major American political parties.