My @valentine got changed to @valentine_ without my consent. https://web.archive.org/web/20150822195811/twitter.com/valen... https://twitter.com/valentine_ (If any lawyers read this and feel up for taking this on contingency, I don't think I'm difficult to contact.)
Wow and it's not even used. I guess they took it to resell on their handle marketplace?
Is this cash or compute? Elon has one of the world's biggest compute clusters spun up, and little inference demand to speak of. Trading billions worth of idle compute, in exchange for a high-strike call option on the #3 player in the most-promising-vertical for AI, plus (presmuably) some access to their data, starts to sound like not a bad trade. Especially if you're pre-committed to betting your entire rocket compan…
> you're pre-committed to betting your entire rocket company on winning in AI SpaceX has invested a small amount as a share of its value in XAI, and could survive the loss of its investment.
It's true he could write off xAI today and the company could still fetch a trillion-dollar valuation. But I was more referring to his stated intentions - between his stated plans, his actions taking SpaceX from a profitable company to spending basically all their revenue (plus a rumored large chunk of what's raised via its IPO) on AI, and seeing his tendency to make bet-the-farm bets on Tesla, I think it's fair to say he's committing to bet all of SpaceX on xAI.
Guess I'll be looking for a replacement for Cursor now... Anyone have recommendations? I like the plan/agent mode and the fact that it's an IDE, so I can use it in the traditional way as well as by yapping with a bunch of agents. Also the Cursor rules I've curated and they do their job well.
You can use VS Code with Claude Code extension. Best of both worlds
Whatsapp was already the de-facto communication standard for a lot countries in America and Europe when Meta bought it.
I wonder if meta will ever buy the (non-chinese) asian equivalent, Line
(non-chinese) asian equivalent of whatsapp is still whatsapp, it completely dominates in some of the biggest asian countries like india, indonesia or pakistan along with a bunch of other smaller places
I guess the hope is that combining two sub-par coding models (xAI's grok + cursor's composer) and combining the data they have access to, they can build something that can compete with OpenAI / Anthropic in the coding space... I guess I kinda see it... it makes sense from both points of view (xAI needs data + places to run their models, cursor needs to not be reliant on Anthropic/OpenAI). I think I don't see it worki…
Have to call out that comment about grok code being sub par. I used it exclusively when it was free in Cursor and have nothing bad to say about it. And that was months ago. I imagine it’s a lot better now.
I have a lot bad to say about it. It was ass compared to OAI/Anthropic models.
It was incredibly fast though, but that just meant it was writing buggy code at breakneck speed
It sort of implies the $10B is going to be paid with compute credits. So this could very well be xAI simply compensating Cursor by giving them $10 billion worth of tokens. (What’s a token worth in dollars these days?)
That’s indeed the trick. Spacex “invests” in Cursor, looks good on their balance sheet. And xAI now gets 10B of more revenue on their income statement. Perfect financial statement boosting for the IPO which in turn will pay back these costs. At least that’s the bet.
> But writing a genuinely good harness with lots of context engineering and solid tool integration is in fact not that easy. true, but its not worth $60 billion fucking quid.
it's insanity. the whole thing is driven by irrational stock market investers who NEED ai to be the thing that saves the world. they're betting everything on it.
Wow. Tech CEOs and investors have completely lost touch with what money really is worth. How is a VSCode fork and a open weight LLM fine-tune worth $60B? One would think Elon would learn his lesson after overpaying for Twitter and then having to merge his failures together to stay afloat. But no, more cash into the burning pile.
> Wow. Tech CEOs and investors have completely lost touch with what money really is worth.
Remember those stories of lottery winners who win millions then wind up broke AF, even homeless, in only a year or two because they have no impulse control and blew through it? Same people.
“annualized revenue run rate” is a bogus accounting term. It’s like taking a paycheck and multiplying it by 365. Notice the complete lack of any mention of profits.
Taking my paycheck and multiplying would be an excellent measure of my yearly salary. I don't understand how that analogy is meant to imply that the approach is nonsensical.
they pick some month with the higest revenue. Unlike your income, a business makes different amounts each month based on some trends and many other factors, and they can varry wildly.