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I cannot comment on the likelihood of xAI being competitive as an AI lab in the future.

However, their "overbuying" of compute means they can now rent it out for $2.32B/month.

That seems like solid business to me, and raises the question whether your claim of xAI needing 'ongoing enormous funding' is accurate.

Most of that is from Anthropic which is IPO'ing?

Prior to IPO they want to show the best growth numbers possible, so how long they continue with the deal post IPO remains to be seen.

54% is Anthropic.

Considering their models had outages with the message 'model overloaded' just a few days ago, I doubt that their compute demand is ending soon.

It clearly shows that the billions investedin xAI are not returning what they should with the product they invested in.