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by xnx 13 days ago
Same idea expressed by a commenter here 2 days ago: https://news.ycombinator.com/item?id=48426082
2 comments

I'll add that I said xAI seems to be dropping out of the AGI race: https://news.ycombinator.com/item?id=48214042

Makes sense. Very difficult to catch OpenAI and Anthropic now since their flywheel of generate revenue, use revenue to buy more compute, train a smarter model with more compute, made it hard to compete.

Being able to supply compute makes more sense for SpaceXAI if you can't compete in SOTA LLMs anymore.

How long until Meta figures this out?
I don't think Meta has to. They have far bigger distribution than X.com. I think they'll be able to make use of their data centers better than xAI.
As an investor it's really important for me to see this kind of bearish sentiment widely. It's actually a positive for the stock in my opinion, not a negative.
Those are the worlds of a cult member, not someone who makes responsible financial decisions. I hope you don’t have anyone depending on you
Cult members regularly seek out negative sentiment for the cult. Makes sense.