George Sivulka

And so I think that that's also a differentiator.

And so I think that that's also a differentiator.

And so I think that that's also a differentiator.

I think XAI is the most undervalued company and a really spicy take. I actually think XAI might overtake OpenAI and Anthropic in value over the next 12 to 24 months, which is crazy, but I think they're all undervalued. What leads your thinking? I think Elon is very well positioned in the geopolitical sense.

I think XAI is the most undervalued company and a really spicy take. I actually think XAI might overtake OpenAI and Anthropic in value over the next 12 to 24 months, which is crazy, but I think they're all undervalued. What leads your thinking? I think Elon is very well positioned in the geopolitical sense.

I think XAI is the most undervalued company and a really spicy take. I actually think XAI might overtake OpenAI and Anthropic in value over the next 12 to 24 months, which is crazy, but I think they're all undervalued. What leads your thinking? I think Elon is very well positioned in the geopolitical sense.

I think Elon can run a more efficient business and not have to deal with as much administrative bloat or as much friction from employees. How important is geopolitics in winning this game? I think geopolitics is actually very important.

I think Elon can run a more efficient business and not have to deal with as much administrative bloat or as much friction from employees. How important is geopolitics in winning this game? I think geopolitics is actually very important.

I think Elon can run a more efficient business and not have to deal with as much administrative bloat or as much friction from employees. How important is geopolitics in winning this game? I think geopolitics is actually very important.

I think that governments will be some of the largest users of AI, especially with some of the recent things that the new administration in the United States has been talking about with increasing government efficiency. I think that ultimately energy is a very big bottleneck.

I think that governments will be some of the largest users of AI, especially with some of the recent things that the new administration in the United States has been talking about with increasing government efficiency. I think that ultimately energy is a very big bottleneck.

I think that governments will be some of the largest users of AI, especially with some of the recent things that the new administration in the United States has been talking about with increasing government efficiency. I think that ultimately energy is a very big bottleneck.

It's a very common thing in Silicon Valley to talk about, hey, we need nuclear reactors to flatten the duck curve so that we can continue to drive to larger and larger data centers, et cetera, et cetera, et cetera. And those are ultimately geopolitical resources. And so I think all of these things end up being very important. And then Elon's just operationally so talented, right?

It's a very common thing in Silicon Valley to talk about, hey, we need nuclear reactors to flatten the duck curve so that we can continue to drive to larger and larger data centers, et cetera, et cetera, et cetera. And those are ultimately geopolitical resources. And so I think all of these things end up being very important. And then Elon's just operationally so talented, right?

It's a very common thing in Silicon Valley to talk about, hey, we need nuclear reactors to flatten the duck curve so that we can continue to drive to larger and larger data centers, et cetera, et cetera, et cetera. And those are ultimately geopolitical resources. And so I think all of these things end up being very important. And then Elon's just operationally so talented, right?

So I think that ultimately, if this becomes commoditized and whoever can really operationalize model creation and serving models the fastest, I think it might start to work.

So I think that ultimately, if this becomes commoditized and whoever can really operationalize model creation and serving models the fastest, I think it might start to work.

So I think that ultimately, if this becomes commoditized and whoever can really operationalize model creation and serving models the fastest, I think it might start to work.

I would, but ultimately I think all of them are undervalued. I genuinely believe all AI companies and the S&P 500 are all undervalued, which is a very hot take. If we're about to create $100 trillion of value, I think this is a real tangible technological shift. It's a massive unlock on the order of what computing did for the entire economy over the last 60 to 80 years.

I would, but ultimately I think all of them are undervalued. I genuinely believe all AI companies and the S&P 500 are all undervalued, which is a very hot take. If we're about to create $100 trillion of value, I think this is a real tangible technological shift. It's a massive unlock on the order of what computing did for the entire economy over the last 60 to 80 years.