[bluegatty]

They're going to fall behind Google soon.

Amazon was 'unit profitable' very early.

Yes - it's not unreasonable for Elon to bet long horizon ... there are after all many car companies, why not AI?

He's already winning gov. contracts, that could continue.

It's an odd bet but not entirely wrong or dubious.

[winstonp]

Doubt. Tried it, Grok 4.5 is leaps and bounds ahead of Gemini for real work.

And token costs vs. raw compute+electric cost is unit profitable too.