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by andsoitis 13 days ago
Relative to OpenAI, Anthropic, and Google in the AI space? Absolutely.
2 comments

Nah. 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.

>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.

The GPUs that depreciate like gangbusters. Yeah, solid long term plan.
3090s are still selling at damn near their release MSRP.
They're not filling datacenters with 3090s. With the amount of headache and the amount of infrastructure needed to support those beasts, do they even have a resale price at all? Or just scrap value?
Yes. Their resale price is in the same range as the cost of a new car. I'd buy one if I could, but they're too expensive for me.
you know you can just log onto eBay and see what the price of a used H100 is. nobody is stopping you
David was a good vs evil with an order of magnitude fewer resources on the good side. XAi is evil vs evil with comparable resources on each side. Now this is where I know you’re MAGA because as I’ve said a million times you guys don’t do fair comparisons.
xAI, by all accounts, is not a real playing the frontier AI model market. By a long shot by many accounts.
Did we forget how XAI meant to be uncensored model (because censorship is a lie and lying models cannot be good)
But it is not uncensored it is just differently censored