Nilay Patel

Let me push on that just a little bit.

There's the trust and safety part, which, you know, Grok, I think, should not have been undressing people all over the X platform or really on any platform.

But they allowed it to do that.

And it feels like most image generators –

could do that, and the safety guardrails were just built in at the beginning.

And Grok's innovation was not having the safety guardrails at all, so you could do bad things with it.

But the innovation that's driving all the money and the employee movement is, hey, look at this thing that an AI model can do.

Look at what Cloud Code can do.

Look at what OpenClaw can do.

If we use the models in different ways or we orchestrate them in different ways, these things can go be more agentic.

They can accomplish more tasks.

And I don't see any of that from XAI.

It doesn't seem like Elon has a particular thesis of what XAI should be doing or what Grok should be doing besides being like your sexy girlfriend.

Is there any thesis that anybody has identified?

You know, Elon and XAI get a lot of credit for just standing up a frontier AI company and catching up as much as they did.

But very few other companies have been able to do that.

Right.

I always attributed that to, well, what you needed was a lot of compute and Elon has a lot of money.

So he just bought a lot of GPUs and then he stole the internet like everybody else did.

And he trained a model using the technology everyone else trained.