Ben Thompson
speaker
42,103 appearances
120 recordings
2 series
first heard Sep 2024
last heard 21 Aug
Ben Thompson’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 39 in all, peaking in Mar 2026 with 5.
Appearances
and I do I I I should have acknowledged, I do like, and I've said this before, X AI, like basically I I I think the way I'm interpreting it is XAI's new team is basically Cursor, which I think is is quite interesting.
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Like they because cursor, like cursor needs needs compute.
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They need to build their own models.
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They have to they they it's not a viable business if they have to be their ultimate model is throwing out to anthropic or or to open AI or whatever it might be.
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But they also have lots of interesting data.
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They they have a very good enterprise business that's still growing.
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And if it's important to be really good at coding, it's hard to imagine sort of a better place to start.
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So I don't I don't even hate where XAI is in in that regard.
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Um, you know, I almost certainly that deal is structured
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Because th you can't do a ba like a s fifty billion dollar acquisition like as your S one's already filed.
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Yeah.
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So um but so I I don't hate where that's going either.
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And I probably should have given more sort of credence to it.
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But I wanted to write about space data centers and I wanted to sort of like acknowledge like but I think this framework is actually important.
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It's important to understand the Elon framework, which is not conducive to your friend Ed.
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For unintendable reasons.
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For other catalog reasons.
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well, this part of why the IPOs worth supporting.
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Number one, uh, just in general.
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Showing 2961–2980 of 42,103 · page 149 of 2106
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