Jaden Schaefer

So yeah, in addition to perhaps making some of the software that Microsoft has and embedding AI into it, I think more likely what they're going to be doing is doing like complete automation software and tools for enterprises.

It's obviously going to be a very hot thing we see just with like

NN and Zapier and a lot of these companies that are really crushing it there.

And more likely, you know, you see like the Comet perplexity kind of tools or the, you know, just basically all these agents that Anthropic and OpenAI are building.

I think that's where they're going to be going with this, more of the agents.

So Toby, who's leading this all up, was talking about it, and he said that MacroHard is able to do anything on a computer that a computer is able to do.

There should be rocket engines fully designed by AI.

So that is pretty crazy.

I think if you look at that, obviously that makes it really clear that XAI isn't just kind of trying to chase chatbot improvements on Grok.

They're also targeting a lot of general purpose, kind of high leverage intelligence systems.

And they're also trying to get into software, like operating a lot of these agents that can work on software.

And personally, the best tools I've seen for this so far have come out of Anthropic.

It's been the one that I've been the most impressed with.

But they do have there are a number of other players, OpenAI and Microsoft and Perplexi that are kind of all chasing this as well.

So as far as growth is going right now for the whole company, X and XAI, because XAI acquired X before SpaceX acquired XAI.

So, you know, it's hard to wrap your mind around all of these acquisitions that all have the letter X in them.

But in any case, talking about X specifically, formerly Twitter, Nikita Bear, he's X's head of product.

And he said that they have just crossed a billion dollars in annual recurring subscription revenue.

I think this was a whole bunch of this was driven by holiday marketing pushes and then a lot of product expansion.

There's a bunch of executives over there that said that imagine their image generator and video generator is generating tens of millions of videos per day and billions of images over the last month.