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

fortune.com

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

#101

Post by trollbridge »

verdverm wrote: post #76
trollbridge wrote: post #47

Seems very relevant that SpaceX’s primary AI offerings are: - Cursor - Lots of data centre capacity being rented to Anthropic and Google and others That seems very much like being an AI company.

Renting GPUs doesn't make you an Ai company imo, colocation data center is more accurate. One might expect that line of business to commodify within five years.

Yeah, like how AWS has “commodified”

Cursor is obviously an AI company and the main problem Cursor faced was not really having their own model and being forced to buy expensive inference from other providers.

Cursor + their own data centres + the ability to train their own models is pretty big. Definitely an AI company.

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

#102

Post by spacington »

giancarlostoro wrote: post #37
AJRF wrote: 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

I'm not interested in people's take on SpaceX this early after their IPO, they have an ambitious vision and Elon Musk gets a lot of blind hatred. You don't invest into SpaceX to see returns in a month, you're in it for the next five or more years or you're better off finding a different stock to invest in. To date SpaceX is the top leader in getting things into space for the lowest cost, everyone else pales in compar…

Space-x is it's biggest customer.

Star Link is the main thing which increased the payload to space significantly.

Star Link only has 10 million customers and every few minutes a satellite handover is happening which makes it hard to use for video call (was my experience at a friend's house)

While this business is paying of right now others will get into it too and destroying SpaceX margin (china etc)

Now what else on payload is there? Ah yes Datacenter.

It would take 300-400 Sparship launches alone to get a current 200-300Mwh DC into space alone.

Starship doesn't deliver yet what it needs to be able to do. Neither on payload side nor on cost reduction due to reuse.

A DC will be cheaper on earth for a long time as long as earth is as empty as it is especially for areas which are just dessert.

It would be a lot better long term investment to just build its own Datacenter city in the dessert as ai doesn't need that low of latency and use everything realtime in the other Datacenter we already have.

SpaceX Elon musk fantasy is 50-100 years to early.

You gonna wait so long?

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

#103

Post by rvz »

sixothree wrote: post #41
rvz wrote: post #24

OpenAI investor Reid Hoffman says competitor xAI is a "complete train wreck". Why 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.

Did you not see literally every other top level comment in this thread?

Look at the time I posted my comment.

I commented 51 mins ago when there were around two comments here that were not talking about Reid's bias against xAI.

5 more comments appeared afterwards in roughly the same timeframe when I posted my reply and that was the first mention of Reid being an OpenAI investor which is enough to explain his obvious bias here.

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

#104

Post by petilon »

mbmbn wrote: post #62
petilon wrote: post #34

Earlier quoted context omitted.

If you want to know why you shouldn't choose Windows it makes sense to get Steve Jobs' opinion and then evaluate the opinion.

It’s like Bill Gates criticizing Apple… if you really want to split hairs about the analogy used.

If you want to know why you might want to buy a product ask the company that made it. If you want to know why you might not, ask their competitor. In both cases the answers are valuable, but in neither case should you take the answers at face value.

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

#105

Post by unregistereddev »

verdverm wrote: post #76
trollbridge wrote: post #47

Seems very relevant that SpaceX’s primary AI offerings are: - Cursor - Lots of data centre capacity being rented to Anthropic and Google and others That seems very much like being an AI company.

Renting GPUs doesn't make you an Ai company imo, colocation data center is more accurate. One might expect that line of business to commodify within five years.

This is nitpicky (and it supports your point, I'm not arguing): Colocated data centers became a commodity decades ago. Currently they are a scarce commodity that's in high demand, but I agree with you that this will eventually come full cycle.

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

#106

Post by observationist »

mbmbn wrote: post #62
petilon wrote: post #34

Earlier quoted context omitted.

If you want to know why you shouldn't choose Windows it makes sense to get Steve Jobs' opinion and then evaluate the opinion.

It’s like Bill Gates criticizing Apple… if you really want to split hairs about the analogy used.

It's like some random lottery winner criticizing Apple - there's no special insight or perspective there. He is a fundamentally uninteresting, and pridefully smug person.

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

#107

Post by vonneumannstan »

alpineman wrote: post #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…

[flagged]

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

#109

Post by EdwardDiego »

trollbridge wrote: post #40
expedition32 wrote: post #33

Earlier quoted context omitted.

That's like saying nobody should have listened to MLK criticising segregation because he hated the KKK.

I think that’s a pretty inappropriate comparison and you should withdraw it. Please edit your post?

The faux outrage is odd.

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

#110

Post by llm_nerd »

jerf wrote: post #70
otterley wrote: post #23

Earlier quoted context omitted.

As the article said, Reid Hoffman is on Microsoft’s board and is an investor both in OpenAI and Anthropic.

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…

>So, a guy with probably one of the largest incentives in the world to trash xAI is trashing xAI?

He's just stating the obvious, so I really don't see this as contentious.

xAI is irrelevant. It's so irrelevant that after being relegated hardware from Tesla, then pushed into Twitter to try to make that have value, then pushed into SpaceX because Elon Musk somehow gets away with hilarious levels of securities fraud, now it's basically reduced to renting out hardware.

Yes, xAI is irrelevant, and Hoffman is just pointing out the blatantly obvious. Its only value is in renting out hardware that can be better used by more capable orgs. It is basically a scalper that happened to get loads of nvidia hardware pre-orders in just before the AI run-up, and the entire SPCX scam relies upon everyone trying to buy usage of it.

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