I'm thinking xAI will be spun off at some point, or else the plan is that orbital data centers will resolve the eternal fast/good/cheap conundrum while charging competitors an eye-watering and nose-bleeding premium. Right now it made sense to bundle and launch. Longer term, up or down, it may make sense to split. I'm neither AI-phile nor -phobe but the (shady) numbers, not to mention lack thereof, lead me to conclude we might be centuries and/or several paradigm shifts away from any commercially-viable LLMs.

Leading to: I coulda bought Tesla when it was around 24 but my dad and I talked ourselves out of it. We learned it was a battery R&D company paying for itself by making cars, were on the fence about the sensibility of that, and missed our moment. That is, xAI is not the thing but again, always, it's Mars. My hunch is that Elon isn't going to trust Mars to another guy's AI.

It's a long shot (lit.) but isn't that his sweet spot?

Comments Section

• Belling the Cat
  • Jun 15
    Liked by Francis Turner
    Yep. See this X article from Marc Andreessen
    X Article

The goal is 100M residents on Mars. Everything else is a side show or part of the process to get there

• Francis Turner
  • Jun 15
    Author
    Thanks - I follow pmarca but hadn't seen that article. All the threads I knew, more I suspected. OODA at a completely different level than most of us.