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Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'

fortune.com

51–60 of 300 posts

Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'

#51
Compared to what? All the comments seem to agree, but I curious if people here have actually used Grok.

I rotate between major models frequently. Grok has been up there in accuracy and research for some time, trading places with Gemini IMO. Latest 4.3 release has been solid.

Composer is pretty good and now they own Cursor. Don’t count them out yet.

So.. it’s bad, compared to what? Claude from 2 months ago?

Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'

#52

I wake up every morning amazed that there were enough people foolish enough to buy a company with only $18B in revenue and no profit at basically at the valuation of Microsoft (a company with $300B in revenue and $100B in profit).

Short it then

There are more than those two options, both of which are "take unnecessary risk on a hugely uncertain investment."

Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'

#53
post #31
post #7

Not an AI company? You don’t have to keep selling me on SPCX, I’m a buyer now.

Careful. I don’t have anti-Musk bias, but it can both be true that SpaceX will be quite successful in the long run and the stock is still overpriced in the short run.

When it falls I’ll just average down.

Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'

#54
post #20

How 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

There sure are a lot of people attacking the messenger here. This seems fairly par for anyone criticizing one of musks properties.

[flagged]

Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'

#55
post #25

The key part - Reid being invested in both OpenAI and anthropic should have been higher up in the article. Pretty crucial context to him trash talking XAI. Not that I disagree with his assessment…

It was at the very top just now when I looked. That said, the site has so many distracting pop-ups and other interruptions it's hard to see anything there.

Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'

#56
post #51

Compared to what? All the comments seem to agree, but I curious if people here have actually used Grok. I rotate between major models frequently. Grok has been up there in accuracy and research for some time, trading places with Gemini IMO. Latest 4.3 release has been solid. Composer is pretty good and now they own Cursor. Don’t count them out yet. So.. it’s bad, compared to what? Claude from 2 months ago?

i jump about a lot, for coding gemini and grok are definitely not as strong as gpt 5.5/opus/sonnet/composer.

composer 2.5 is actually very good and use it for a good chunk of tasks.

Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'

#57
Elon Musk's companies launch rockets, build the most high-tech electric cars, host the world's most relevant social network, deploy high-speed internet to most of the world, build one of the world's leading LLMs, I could go on...

Reid Hoffman runs a social network for spam.

Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'

#58

I wake up every morning amazed that there were enough people foolish enough to buy a company with only $18B in revenue and no profit at basically at the valuation of Microsoft (a company with $300B in revenue and $100B in profit).

A ton of them are on this thread

They would be very upset with your comment if they could read!

Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'

#59
> The timing of Hoffman’s remarks is pointed. SpaceX went public on June 12th, with AI central to its IPO narrative. Within days, the company announced it was acquiring Cursor, the AI coding tool. Hoffman’s read: that’s not proof of AI capability, but evidence of its absence. “You could almost think of it as the IAC of AI,” he said, invoking the serial acquisitions roll-up strategy of Barry Diller’s internet-era conglomerate. “Use the market cap to buy AI companies and try to buy your way into relevance.”

Sounds like securities fraud to me.

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