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verandaguyyesterday at 11:28 PM1 replyview on HN

Nah. They're all rotten to the core, just in different ways.

The key difference between xAI and Anthropic/OAI/Google is that xAI has the least-likely path to existing as viable business in a decade.

That said, the economics of the entire AI industry are kinda made up at this point, so who really knows; it's quite possible that the players with the best odds of surviving the crash are those that can draw funding from their parent company's other businesses.


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anonym29yesterday at 11:36 PM

>The key difference between xAI and Anthropic/OAI/Google is that xAI has the least-likely path to existing as viable business in a decade.

I don't know, renting out a fleet of GPUs at annualized rate of ~100% of the capex deployed to obtain said GPUs seems reasonably better than lighting hundreds of billions of dollars on fire in order to earn tens of billions of dollars.

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