SpaceX renting out their compute to competitors is what crashes the "AI company" notion. They are either datacenter company or an AI company - but it cannot be both.
Arguably Google is both (with GCP and Gemini).
Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
91–100 of 300 posts
Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#92How 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
They're all clowns. None of them are credible. TBH this extends much further down than the C-suite. Generally it seems like something happens to people's brains when they hit roughly Director+ where they just start spouting absolute nonsense.
Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#93Earlier quoted context omitted.
So, a guy with probably one of the largest incentives in the world to trash xAI is trashing xAI? The information content of this is rather minimal. Even if everything he says is literally true it's hard to tell through the massive, massive vested interest he has. And it doesn't help that... 'Hoffman, who is an investor in both Anthropic and OpenAI, pushed back firmly on the narrative that the two companies are in a z…
Is xAI being used by any professionals? I see them acting as a data center rental service for the others, but that doesn’t justify their valuation imo. They seem to be behind on everything and don’t seem to have any relevance. The cursor purchase may change that but for how long?
I see no reason any portion of SpaceX justifies its current valuations. I also think taking what is probably ultimately a successful and profitable company in SpaceX, even if it is maybe not as successful and profitable as Elon might say, and tying it at the hip to the AI bubble, while being clearly on the losing end of that AI bubble so far, could well kill SpaceX in the process. I hope not, because no matter how HN may feel about Elon, SpaceX has some great tech and is definitely moving space tech forward. Rather harder to say that about xAI.
But then I'd say I don't understand the valuations of a lot of companies right now. It seems to me the stock market has written into its structure the idea that United States companies will be claiming something like 500-1000% of all TAMs in the entire world in the next 10-20 years, which seems unlikely to be the case. SpaceX's claimed TAM of "pretty much the entire United States GDP, you know, why not" is merely the most blatant instance of this.
I'm not defending SpaceX or xAI. Billionaires don't need my help. But this article is still pretty pointless. Hoffman isn't a dispassionate observer, he's one of the players. Of course he's telling everyone he's going to win and the other guy is going to lose. Even when a coach is completely objectively correct when he says in his pre-game press conference that he has every confidence that his team will win in the end, it's still an information-free statement.
Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#94SpaceX renting out their compute to competitors is what crashes the "AI company" notion. They are either datacenter company or an AI company - but it cannot be both.
> They are either datacenter company or an AI company - but it cannot be both.
why not?
Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#95[deleted]
Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#96The "Tell Gen Z to stop booing AI" is crazy to me. Are we living on the same planet, every argument is dismissed even though it's backed with real data.
Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#97How 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
Elon said we should spend most or all of our GDP building more silicon than we can actually make to launch it all into space where we had no meaningful solution to economically cooling it burning all of our money for a product that currently makes no money delivered in a fashion that can't possibly work. It's not clear that he understands AI or rockets.
Remember prepared statements can be written by smarter people. Ask him to speak extemporaneously and find out how stupid he really is.
Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#98>> “I’ve been thinking about writing an essay on the kind of mistakes that are made by college graduates booing or otherwise dissing AI,” he said. As if speaking to all of Gen Z, he added: “You guys have the opportunity to be generation AI—where you come into the workforce saying, ‘I know this a lot better than all of you"
Quite patronising. Maybe they really do know it a lot better than you, Reid, but not in the way you think. Maybe they see through the hype and hustle culture and are more interested in working towards fulfilling lives and jobs.
Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#99SpaceX renting out their compute to competitors is what crashes the "AI company" notion. They are either datacenter company or an AI company - but it cannot be both.
> They are either datacenter company or an AI company - but it cannot be both. why not?
Either you are in need of as much as compute as possible since you're building frontier AI models or you're not and you're just renting out the compute. And let's face it - Grok, if not failure, is just a toy.
Re: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'
#100Okay, random dude says something -- everything completely behind paywall. Guess it wasn't important.