alt Hacker NewsA reasonable theory. Apple does hardware and supply chains, and sees how far there is to go. Nvidia does hardware too, but it's profiting hugely from the AI boom and has no reason to push back.
How do you explain the Elon keiretsu, though? Tesla and SpaceX are pretty tethered to the physical world, and in theory should have visibility into the same discrepancies that Apple sees. So why is Elon pushing so hard to develop Grok? Is it just ideology for him, or what?
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IMO Grok is the downstream consumer result of internal investment in AI at Twitter. One of the first things Elon did after buying was put all the useful APIs behind a paywall, which would be a reasonable first step if you bought it in part for the enormous training data the platform generates every day and wanted to limit competitors' access to it. Grok is then mostly just a way to get feedback on the tech.
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Who knows what’s going on in that mad man’s mind!