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6.08M views
Grok-3 is the first model *ever* to score over 1400 on Chatbot Arena and outperforms the best publicly available reasoning models from OpenAI and Google.
xAI was founded 13 years after Deepmind and 8 years after OpenAI and is now ahead of both. The “SR-71 Blackbird” of AI labs.
3.93M views
OpenAI had a significant lead from summer 2022 through spring 2024 when Google and Anthropic caught up to GPT-4. 7ish quarters of dominance as a result of being the first to aggressively bet on the traditional scaling “law” for pre-training.
Being first to reasoning with o1 only
2.23M views
Can’t decide whether it is funny, ridiculous or sad that the CEOs of Occidental Petroleum and Delta Airlines are on the new AI safety board.
Less than half of the 22 members have any real AI knowledge.
Also odd that it’s not even vaguely bipartisan, has zero open source AI
📊 Post performance
🔥 Top post: I am saying “Just grok it” more every day. Fastest change in my · 25.77M views
📊 Activity & format
Recent posts
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Market is overreacting to hyperscale credit spreads widening from my perspective. TL;DR Spot pricing for renting GPU compute materially above contracted rates implies hyperscalers are underearning while operating cash flow acceleration is …
Now this is a true banger.
My firm, @atreidesmgmt, will be voting in favor of Elon Musk’s performance-based compensation package.
And I would prefer that *every* company I invest in have a comparable plan.
I believe shareholders should generally support thoughtful…
Geopolitically, nothing matters more than winning AI.
These tariffs, as constructed, essentially guarantee that America will lose “AI” by making America the most expensive place on earth to build AI datacenters.
The semiconductor exempti…
OpenAI had a significant lead from summer 2022 through spring 2024 when Google and Anthropic caught up to GPT-4. 7ish quarters of dominance as a result of being the first to aggressively bet on the traditional scaling “law” for pre-trainin…
Grok-3 is the first model *ever* to score over 1400 on Chatbot Arena and outperforms the best publicly available reasoning models from OpenAI and Google.
xAI was founded 13 years after Deepmind and 8 years after OpenAI and is now ahead of…
1) DeepSeek r1 is real with important nuances. Most important is the fact that r1 is so much cheaper and more efficient to inference than o1, not from the $6m training figure. r1 costs 93% less to *use* than o1 per each API, can be run l…
2) Conclusions: 1) Lowering the cost to train will increase the ROI on AI. 2) There is no world where this is positive for training capex or the “power” theme in the near term. 3) The biggest risk to the current “AI infrastructure” winn…
Stargate is a great name but the $500b is a ridiculous number and no one should take it seriously unless SoftBank is going to sell all of their BABA and ARM.
SoftBank has $38b in cash, $142b in debt and generates $3ish billion in FCF per …
My firm, @atreidesmgmt, will be voting in favor of reincorporating Tesla in Texas and reinstating Elon Musk’s performance-based compensation agreement for two reasons:
First, I believe Tesla stock will go up if the compensation agreement…
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🛡️ Audience credibility
- Est. 93% real, active audience · Low fake-follower risk.
- Strong engagement (~11.1× of followers engage each post) — an active, real audience.
- Organic base — far more followers than accounts it follows.
- Verified account.
- Established account (15+ years old).
- 2.54% engagement — below the ~14.4% typical for this size.
Heuristic estimate from engagement, follower ratios, account age & growth — a screening signal, not a guarantee.
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