Jaden Schaefer

is comparable, except they're not giving money to their competitors, perhaps, and they're able to scale up faster and hopefully bring the cost down in the future.

I think the advantage of this, you know, kind of vertical integration that they might be doing is kind of obvious.

SpaceX obviously can control the launches, they operate all the satellites, and they now own XAI.

So I think with kind of having this huge combination, Elon has a really

unusual ability basically i think like i don't know how to describe this to roll out some crazy experiments right he has the full stack he's got energy uh compute application everything needed to pull this off he he has the pieces um it's obviously a big mission and a big opportunity but i think he would be able to pull this off

So there's a recent co-founder who just left XAI and there's like all these headlines about it.

But I think if you zoom out, XAI has over a thousand people and they're continuing to hire very aggressively in frontier AI, right?

Like OpenAI and Anthropic and Google Gemini, all these big labs.

I think it's really common for the early stage builders to move on once the company kind of transitions from a

scrappy lab, which XAI has been for a long time.

And now they're kind of scaling up and turning into an execution machine like it's it's more of a grind.

There's deadlines.

We saw this with OpenAI.

I mean, basically the entire founding team was left and started their own projects.

I think we'll see the same thing with XAI.

I think a lot of the departing engineers that are leaving said that they're excited to start new projects, which is exactly what happened with OpenAI.

Like people just leave to go start their own things.

I think it's basically the signs that like the ecosystem's healthy.

There's more money to be made.

There's more projects to be worked on.