xAI / Grök general discussion

[Buckminster]

Elon Musk founds new AI company called X.AI

 

[Buckminster]

AI is critical to Tesla‘s future for FSD & Optimus (plus whatever else is in the pipeline), therefore I am a little unsure as to what to make of Elon ramping up AI efforts at not one, but two other companies instead of Tesla:

1.

https://twitter.com/x/status/1647000769969946626

2.

Elon Musk Buys Thousands of GPUs for Twitter's Generative AI Project

Twitter is reportedly building a ChatGPT rival.

www.tomshardware.com

A.I. is an arms race. Elon is pushing to increase the odds of humanity being ok with A.I. Exponential growth means self aware machines could be here much sooner than most people think.

X.AI is programmer notation. What follows the period is related to what is prior to the period in an ownership. This is Elon's A.I. company that will be part of his X umbrella of companies.

 

[Paul_SF]

https://twitter.com/x/status/1647111009663086592

 

[gillfoto]

Just hope they don't diversify in to Biotech. ;-)

 

[betstarship]

TBH - For 105M users on an account from a CEO of at least one company, Tesla, that does no advertising...

...automotive is $90 / customer, tech companies is $400 / customer (I'm just ballparking based from this data)

To Elon - Twitter is worth anywhere between $9.45B -> $42B just for his Elon Musk account alone to replace his customer acquisition for the products/services his companies provide.

Edit: Obviously, not every twitter user is real nor are they customers. Though, they are affiliates of his account which broadens his reach. I think the math in this post still stands if you use some multipliers that are beyond me.

Maybe Twitter was a buy for just a lower CAC and data for X.AI?

 

[Buckminster]

https://twitter.com/x/status/1648081976400703488

 

[Buckminster]

TruthGPT goal is to understand the nature of the universe. 13 mins here:

 

[Tiger]

If the goal of an AI is to seek the truth it will definitely eliminate humankind with their tribalism, opinnions, and other mixed bags

 

[Buckminster]

https://twitter.com/x/status/1649049780772040710

Elon probably trying to tempt Carmack to join the X.AI gang.

 

[spacerfc]

Elon probably trying to tempt Carmack to join the X.AI gang.

Not a bad idea actually, but Carmack's following comment seems to indicate he'd prefer to work on his own direction:

https://twitter.com/x/status/1648403813500440577

 

[Buckminster]

https://twitter.com/x/status/1651071269536772096

 

[Buckminster]

Paywall but nothing much new:
Elon Musk Tries to Direct AI—Again

 

[Tiger]

Paywall but nothing much new:
Elon Musk Tries to Direct AI—Again

Oh boy is the Press really out for Elon. This is probably why he is reluctant to let go of Tesla to paperhanders.

Since losing PayPal, Musk has always been careful to retain a controlling interest in his companies, but he dropped the ball on OpenAI.

 

[Buckminster]

Papafox recommended watching this. You won't learn very much new but it is important to reinforce your thesis. Nice bits on:
Optimus 41 mins
Dojo as a service 52 mins
TruthAI 62 mins

 

[Buckminster]

The competition to TruthGPT and Community Notes:

https://twitter.com/x/status/1660695625032187932

 

[Buckminster]

https://twitter.com/x/status/1661090453024849922

 

[Buckminster]

So X.AI will have a similar relationship to Twitter and Tesla as Microsoft and OpenAI have.

1. Microsoft provides Azure to OpenAI
   1. Tesla Dojo SAAS will power TruthGPT (additional Tesla revenue)
   2. TruthGPT could consume Twitter data
2. OpenAI services are consumed by Microsoft services
   1. Tesla vehicle search could be powered by TruthGPT - "navigate to best steakhouse on route that serves Margaritas for less than $10"
   2. TruthGPT is provided on X app
   3. X.AI could make a Twitter specific search engine - "what did Elon say about Robotaxis in 2018?"
3. Microsoft part owns OpenAI
   1. Tesla (and/or TWTR) could invest in X.AI to accelerate growth

 

[Buckminster]

https://twitter.com/x/status/1663514452178640899

 

[Buckminster]

https://twitter.com/x/status/1665078667624558596

 

[Buckminster]

So X.AI will have a similar relationship to Twitter and Tesla as Microsoft and OpenAI have.

1. Microsoft provides Azure to OpenAI
   1. Tesla Dojo SAAS will power TruthGPT (additional Tesla revenue)
   2. TruthGPT could consume Twitter data
2. OpenAI services are consumed by Microsoft services
   1. Tesla vehicle search could be powered by TruthGPT - "navigate to best steakhouse on route that serves Margaritas for less than $10"
   2. TruthGPT is provided on X app
   3. X.AI could make a Twitter specific search engine - "what did Elon say about Robotaxis in 2018?"
3. Microsoft part owns OpenAI
   1. Tesla (and/or TWTR) could invest in X.AI to accelerate growth

Similar musings from Dave:

How would a relationship between http://X.ai, Twitter and Tesla work?1. http://X.ai could provide the talent.2. Twitter the data (or least some of it).3. Tesla could provide priority compute (not in the short-term which is dominated by Nvidia GPUs but in the long-term with Dojo).

https://twitter.com/x/status/1665157668745641985

Worth reading the whole tweet.