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> and xAI doesn't have much of any revenue or assets.

xAI does have some pretty massive datacenters with 200K+ GPUs.

Fair enough, edited to just revenue. But those are just datacenters bought with VC money - my intent was to say that xAI's resources are basically just the investment they've received.

You can’t just pull out the corporate Amex and buy a world class datacenter. There is considerable value add there.

They used Tesla’s Amex for that one.

We don't know that it's a world class data center, we only know how many GPUs they bought. For all we know, half of them could be staying on shelvez, and the whole data center could run for 5 hours a day: there's no public info on how well they're doing.

Bro why are you so negative on every comment haha you really leak your negativity on musk companies.

It is a fact that grok3 is a strong competitive model. Surely it had to be trained somewhere? They went from 0 to what they have now in 1 year

Doesn't mean the company is worth $40 billion though... Or even a quarter of that.

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