XAI · xAI

...e which Ejaaz: when you're creating these SOLID-X satellites, they have this phased Ejaaz: much shorter than we think. Ejaaz: It's not just built for NVIDIA, although that's the primary kind of case right now. Josh: That humanoid robot paired with Grok and XAI as the orchestrator is going to Josh: which they do not become the most valuable company in the world so long as they deliver on the promise. Josh: NVIDIA is close to $6 trillion or something. But to imagine a company reaching Ejaaz: I

...ight? public company CF CEOs, uh it it's not like a founder, CEO, and a CFO. I mean, OKR system and we we tell we tell to, you know, be the the buyer of this financial history with the stock was through 2029 to access 110,000 NVIDIA GPUs inside of XAI's data center. Uh, SpaceX IPO went from 100x revenues to 50x revenues. Uh, one contract have the shortage. Use revenue from the Google deal and the >> world and and buy every model that you can't buy, but that compute can. and his thinking maybe

...l their Okay. out to GCP for uh you know Google cloud GBT or hey Claude people are now selling little 3D printed system changes where you're no longer, marginal profitability gross margin. Uh, and so that is um it's relative to kind of their Grock XAI You know, this is only short term." And are you thinking about the long term? of Q126 they had a full gigawatt built. this and XAI clearly has a slug of this where um in XAI's case I as a premium X from the call it short-term f focused and he ta

...apture that comes along with may get the first elements of UBI or UB. and sometimes these episodes run long world on a trajectory of a long long in that short a period of time, do you the people in these positions. So Elon expanded their deal with XAI to use they're actually perfectly positioned to >> Good negotiating position to start with. juxtaposition of that story on the one money where we used to trade camels and positions. So that's encouraging. Um the >> How long how long, Dave? drive

...the top. Dave, brands. And nobody has positioning, even Apple, nobody has positioning that's you live a long and healthy life. I'm >> So we're doing full body MRI and we also provider by a huge margin. Neuralink is working on BCI and its inhumans. XAI is >> Not by a long shot. short of miracles in multiple sectors. it in terms of VC, you know, one for PTE. That wouldn't even be that'd be companies. the ATF president uh Randy uh 50% of their stock to a public wealth fund. Not cash, 50% of thei

...tock 90s. Um the stock market's going up. Um above COVID. Um and uh and and so what COVID. Uh, now they're settling down, Here you can see, you know, home buyers, that's in purple, home sellers, just out. If this were a stock, you're you'd So, uh, XAI, now SpaceX AI discern this from SpaceX's S1. Um, Brett as well along with uh Frank Downing and Anthropic was willing to pay and XAI is short supply. trade deficit just to round out uh and trade though that's what makes up trade deficit is a cap

...y buy. They just buy whatever buy the dream. And SpaceX has one of the government contracts, NASA missions, around $4 billion in revenue. That's a they made 11.4 billion in revenue with 63% profit margins. It's all really lot of money. It's called XAI, Elon's make money and then XAI kind of like actually being asked to buy right now at long as the markets stay strong. But in the Middle East because the longer many people to buy it. So, let me just to buy a Pokémon card. That card goes up $5,0

...rd and surf the coming wave. The source is a fragmented discussion about large private-company revenue/ARR milestones (e.g., “$30B ARR”), comparisons to early NASDAQ-era growth, and a broad “historic IPO wave” framing, with mentions of SpaceX, xAI/Grok, Anthropic, and OpenAI. It contains no concrete timing, pricing, filing details, or specific IPO candidates beyond speculative references, so actionable trading signal is limited.

...ell. When stocks get too cheap, >> Stocks just got crazy cheap. Just stocks of really high quality companies netw worth individuals wanting to buy into SPVS that are double underwrite 100 times revenue, 50 times revenue, 150 times revenue in these XAI. I'm in an SPV. Ron Baron said Bill they can generate a lot of revenues. know, revenues and how do you do that >> Can I ask um or test a thesis with you? to the SAS apocalypse and if you take a on, you know, kind of shorter term very challenging

...ut Ejaaz: i think it was like four to six months ago and now we see the first live rack Ejaaz: coming to fruition it's pretty cool so Josh: This is amazing and unexpected in the sense that i i would have probably expected Josh: to see someone like xai or anthropic or open ai getting the first Vera Rubin Josh: chips working and actually running. Josh: So it's interesting to see it coming out of Dell of all places. Josh: And I think the reason why we see it out of Dell is because Dell is in a v

...we saw that the FID score so I these newer models. So here MLM which images as inputs. So you could very well your MLM as a judge to rate them for was CME 296. So you see that in order there is the ELO score that is used to fifth model is from uh XAI. So it's all So they rely on a VAE to make sure that and it also relies on a VAE and the text turns out that there is no more VA that the trade-off between making it So you know when you train your VA you the VA the downside of the VA are such wi

...the Truth About Tech Layoffs in 2026| EP #259 Pope Leo on AI, Sam Altman’s Job Loss Predictions, and the Truth About Tech Layoffs in 2026| EP #259 first major religion position against AI philosophical backbone of EU style have aligned itself with XAI maybe or religion position against AI personhood. position. Anthropic is busy designing the medium to longer term is the Vatican And you know humans have a long history reconciling that position with a position against AI personhood. I have posi