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mlinseytoday at 3:43 AM3 repliesview on HN

Is this cash or compute? Elon has one of the world's biggest compute clusters spun up, and little inference demand to speak of.

Trading billions worth of idle compute, in exchange for a high-strike call option on the #3 player in the most-promising-vertical for AI, plus (presmuably) some access to their data, starts to sound like not a bad trade. Especially if you're pre-committed to betting your entire rocket company on winning in AI, and you're currently in sixth or seventh place.


Replies

HWR_14today at 5:04 AM

> you're pre-committed to betting your entire rocket company on winning in AI

SpaceX has invested a small amount as a share of its value in XAI, and could survive the loss of its investment.

Barbingtoday at 3:52 AM

I heard he made a deal with a company to use his clusters. Is there good data on demand for Grok? Seems like relatively little chatter at least, in spite of tremendous investment.

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jacques_chestertoday at 5:06 AM

If it's not in an 8K filing it isn't real.