SpaceX and Xai, giving Anthropic compute.. conceding defeat?
SpaceX and Xai, giving Anthropic compute.. conceding defeat?
Description
Co-founders discuss whether providing compute resources to competitors indicates a strategic concession in AI
Transcript
it's making me revisit how I viewed that before because it almost looks like a concession of defeat on the model layer because if you look at it you're kind of going in, we're so far behind everyone else in terms of adoption and usage of our LM of our model of our grok model versus the others and yet we're literally giving out compute and making money off compute to give to others rather than spending it on making our models better so I look at that and I go hmm at what even at the AI layer where do they think most of the revenue Grok revenue, Grok revenue. I mean actually, yeah, I'm with you, I'm with you, I meant Grok revenue, I actually meant Grok revenue. Grok revenue, Grok revenue sounds quite nice. Or Grok revenue. Grok revenue and Grok revenue. Anyone? Where do they, where do they think most of that's going to come from? That says to me that they said, right, we're so far behind in this, in this, in this landscape in terms of the actual LM model. Um, how can we create a big powerful AI business? Well, why don't we just move to the compute layer. Yeah, so

