XAI · xAI

...se case and one use case only which helped us achieve economic takeoff: coding. It was a task that is large enough in the economy and the first for automation to reliably outperform humans. I call a task this set of attributes a critical task . To grok the nature of a critical task on a much deeper level, let’s visit a concept known as Moravec’s Paradox. In the 1980s Hans Moravec, Rodney Brooks, and Marvin Minsky noticed something strange about AI: it is comparatively easy to give a computer

...4.8 at $1.80 GPT-5.6 Sol at $1.04. It undercuts the most expensive closed models, but it isn’t a DeepSeek-style price shock. K3 is also token inefficient, which matters more than the pricing alone. It uses more tokens per task than GPT-5.6 Sol and Grok 4.5, which are both significantly more token efficient. Enterprise buyers care about what they get per dollar spent on a task, not what they get per token, and on that basis the per-task cost ends up comparable. The real DeepSeek moment, the on

...C batches I agree on both those points. We have PE this guy with a MIT PhD in nuclear the MIT nuclear PhD to the the um the that have like API money to actually uh long, but you know, we do four batches a votes, launch two up votes, launch sell to XAI for $60 billion. hypothesis very very quickly and then hypothesis or not and if not you change normally for an LLM it's mostly about PLG you talk to customers not all of advice from YC that you should pivot. Uh specifically even if you have reve

...he end, that will be like, okay, leaprog upon leaprog upon leaprog. Elon was thinking two moves ahead as usual. >> I think he is so much right. I mean, what we're going to see next, I still think we're going to see the merger of of Tesla and Space Xai, right? >> They they said that he basically said that in the implied it in the most recent earnings call in the past. I said, you know, before the end of the year, uh there's so many advantages. I I think he would he would want the corpus of eng

Gavin Baker @GavinSBaker 28m New Pareto Frontier: Grok 4.5, SWE-1.7 and Opus 5. Intelligence per $ will be the only m... Gavin Baker @GavinSBaker 28m New Pareto Frontier: Grok 4.5, SWE-1.7 and Opus 5. Intelligence per $ will be the only metric that matters over time. K3 probably joins the frontier onc...

...X announced the acquisition of Cursor I wondered if they now have more money to expand on Nebius (awesome) or will be lost as a Show more Nebius Group NV NBIS $203.67 -7.83% SpaceXAI @SpaceXAI 18h Try the Tavily plugin for LLM-driven search inside Grok Build 11 4 185 22K Daniel Koss @daniel_koss 1h I think this is HUGE for $NBIS investors. SpaceX (AI) publicly shouting out Tavily (acquired by Nebius!)?! Cursor is a Nebius customer. After SpaceX announced the acquisition of Cursor I wondered i

...Alpha 46m Elon Musk addressed Tesla and SpaceX merger chatter, highlighting expanding synergies... Seeking Alpha @SeekingAlpha 46m Elon Musk addressed Tesla and SpaceX merger chatter, highlighting expanding synergies like Starlink connectivity and Grok AI integration. THE ODDS: Deepwater Asset Management raised the probability of a Tesla-SpaceX combination from 80% to 90%. THE NUMBERS: Tesla generates over Show more Tesla Inc TSLA $323.89 -13.40% 00:00 4 1.8K Seeking Alpha @SeekingAlpha 46m E

...ERE ARE GOING TO BE ISSUES. THEY HAVE 12 TO 20 MORE -- TO 24 MONTHS TO SEE IF THEY CAN EXECUTE. IT IS DEFINITELY A DIFFERENCE COMPARED TO WHAT WE HAVE SEEN FOR THE LAST FIVE YEARS. IT IS A BIG DIFFERENCE. ROMAINE: RAY LONG, THE COFOUNDER OF THE AI GROK AS WELL. THE ALPHABET CONFERENCE CALL IS UNDERWAY RIGHT NOW. THE TEXAS INSTRUMENTS CONFERENCE CALL IS UNDERWAY AS WELL. AT THE TOP OF THE HOUR, WE EXPECT TO HEAR FROM IBM AND FROM SERVICE NOW, AND IN ABOUT HALF AN HOUR, WE ARE EXPECTED TO HEAR

Kimi K3, OpenAI, Anthropic, And Grok Kimi K3, OpenAI, Anthropic, And Grok January of last year. Um uh so uh stocks which is and their API which the only strategy piece out this morning along also don't know what margins they're different in the margins that those two a tough position...

...CARE MORE ABOUT WITH AI UPDATES IS THE TIMING AND MILESTONES TO EXPECT IN THE SECOND HALF OF THE YEAR AND BEYOND ON THESE CRITICAL DEPLOYMENTS IN AUTONOMOUS VEHICLES AS WELL AS ROBOTICS. DANI: ITAY, A VIEWER WROTE IN POINTING OUT THAT AHEAD OF THE XAI-SPACEX MERGER, TESLA MADE AN INVESTMENT OF $2 BILLION INTO XAI. IT HAS THAT INVESTMENT IN SPACEX NOW. IS THAT SOMETHING THAT TESLA WILL INCLUDE IN ITS RESULTS, ANY GAINS FROM THE EQUITY POSITION IN SPACEX? ITAY: IT IS UNCLEAR IF WE WILL SEE THAT

...allows him to power up his GPUs. Ejaaz: So Elon's being very smart. He's trying to be the fastest scaler for bringing Ejaaz: GPUs online so he can build the best model. That's what Meta's trying to do. Ejaaz: And that's what he's trying to do with Grok 4.5 and subsequent models. Josh: Yeah, it's a race to power these GPUs. And like you mentioned, Josh: the infrastructure is the problem here when it comes to creating power. Josh: It is less the actual power. We have all of the resources, we ha

...teresting. NASA is going to tell you >> max their API like product? API until it's a frontier model. >> So when they when they have an API, margins too. And than whatever the best entropic and OPI along the scaling curve. It's like okay cursor and XAI is essentially saying extremely high margin you know 3x maybe compute by just like selling inference, Elon is uh doing these short-term comput to become a neocloud. I think as long as in theory claw it all back if MSL proves aggressive with buyi