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I disagree. They're renting out GPUs to other providers because they realize it's a long game that they're in a better position to win because they control infrastructure as well as hardware.

We'll have to wait and see I guess.

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Long game - lol. xAI lost/never gained traction. The talent all left, so Musk is trying to recoup some of the enormous investment in hardware.

> Long game - lol. xAI lost/never gained traction. The talent all left, so Musk is trying to recoup some of the enormous investment in hardware.

This seems more likely to me, but we'll see I guess.

They're waiting for OpenAI and Anthropic's bubble to burst most likely and then they can acquire that talent for a song.

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