Jaden Schaefer

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, compute, application, everything needed to pull this off.

He has the pieces.

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.