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Who uses Grok? Not even SpaceX engineers that is known...
Grok is pretty good. It really excels when the results can be improved by deep online search. It tends to be more aggressive in looking things up than competitors. I use it in certain situations.
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What metrics are you using to classify it as a downfall?
I don't care either way but I got curious. Not an easy thing to gauge. X/Twitter stopped publishing MAUs after the acquisition. External estimates vary, some point to growth, some to stagnation. We know that revenue suffered. LOTS of partisan and emotional opinions for either. Google trends does paint a bleak picture for X but I am also questioning how much google itself can gauge that after LLMs exploded in populari…
You're in luck. IIRC some of the SpaceX IPO marketing materials said they have 550M MAU.
Tangent alert: a couple of questions for folks who know far more than I do about compute capacity and Google these days... Lately, like the past few months, I've noticed Google services (search, gmail, drive, maps) running very slowly to the point where, at the moment it happens, I always think it has to be my connection and not Google, but sure enough every time I check a couple of speed tests and they're... fine. A…
Space-X is an AI/datacenter company that also makes rockets
> SpaceX said in the filing that if it fails to “deliver access to the committed amount of GPUs by September 30, 2026,” Google can immediately end the agreement, or accept the number of GPUs provided at a reduced fee after a one-month grace period. > After this year, the agreement can be terminated by either party provided they give 90 days’ notice. Circular financing at its peak for the IPO. There has to be some reg…
Or I guess juicing the numbers for IPO
Which means more Grok degradation, more severe throttling, etc. I can't understand why xAI charges 50% more per month for Grok over competitors when it doesn't even gracefully downgrade to a cheaper model when paid subscribers hit the limit.
Who uses Grok? Not even SpaceX engineers that is known...
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that's not circular though
It’s only circular if it violates my narrative, of course.
This is a series of transactions in which money flows from Google to SpaceX. There is no flow of money from SpaceX to Google. So it's not a circle.
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> Circular financing Circular financing would require SpaceX to buy a similar quantity of stuff from Google. (Or invest in Google.) We have no evidence of that. Instead this looks like Google taking advantage of SpaceX’s desire to print revenue today versus a month from now. (If the agreement is terminated with no exchange of goods, it might be market manipulation. But still not circular financing.)
It's circular since Google owns part of SpaceX. According to [1] they own 7% of SpaceX, so a $1.75T IPO would value their stake at $120B. The target IPO price is >90x revenue, so if Google increases SpaceX's revenue by $11B, SpaceX's valuation could increase by $990B to maintain the same multiple, which would increase the value of Google's stake by $69B. 1: https://finance.yahoo.com/markets/stocks/articles/alphabet-s…
Not what circular financing means. Buying from a company you own stock in can be a conflict of interest, but it's only circular if you invest in the company and then they use those proceeds to buy your stuff. A past investor buying services from a company they are affiliated with is pretty par for the course in business.