Not an AI company? You don’t have to keep selling me on SPCX, I’m a buyer now.
Unfortunately for you, it's priced like one.
Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
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Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#22The 55th slide "key metrics" wording stood out to me:
> AI: "Nameplate Compute Draw" Total number of GPUs installed in the data centers at the end of a period multiplied by the respective all-in power draw, reflecting installed capacity and not actual power consumption or utilization
Close to $15 billion in losses since 2023 and not much clarity on actual usage or impact. TIL the plan of record is AI satellites assembled on the moon.
Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#23How is Reid Hoffman relevant? Someone like Elon being asked for their opinion on tech - I kind of understand - was at least at the coal face of SpaceX and Tesla for a time, seemed to understand the tech and was not terrible when it came to direction. Zuck I'd get, Bezos, Dario, Sam - but I don't actually get why Reid is always in the conversation - he's never been in front of anything
Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#24Why listen to these people when they have a clear vested interest in talking nonsense about their competitors?
These comments from investors are predictable and it is obvious why they keep doing this.
Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#25Not that I disagree with his assessment…
Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#26How is Reid Hoffman relevant? Someone like Elon being asked for their opinion on tech - I kind of understand - was at least at the coal face of SpaceX and Tesla for a time, seemed to understand the tech and was not terrible when it came to direction. Zuck I'd get, Bezos, Dario, Sam - but I don't actually get why Reid is always in the conversation - he's never been in front of anything
Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#27Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#28Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#29How is Reid Hoffman relevant? Someone like Elon being asked for their opinion on tech - I kind of understand - was at least at the coal face of SpaceX and Tesla for a time, seemed to understand the tech and was not terrible when it came to direction. Zuck I'd get, Bezos, Dario, Sam - but I don't actually get why Reid is always in the conversation - he's never been in front of anything
As the article said, Reid Hoffman is on Microsoft’s board and is an investor both in OpenAI and Anthropic.
He is connected and gives money to people - why should that mean anyone should listen to him about any of this. He's not actually a do-er is he?
Is there something I am missing? The amount of coverage he gets seems massively disproportionate to his skill, talent and insight.
Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#30How is Reid Hoffman relevant? Someone like Elon being asked for their opinion on tech - I kind of understand - was at least at the coal face of SpaceX and Tesla for a time, seemed to understand the tech and was not terrible when it came to direction. Zuck I'd get, Bezos, Dario, Sam - but I don't actually get why Reid is always in the conversation - he's never been in front of anything
As the article said, Reid Hoffman is on Microsoft’s board and is an investor both in OpenAI and Anthropic.