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A comment on Grok Build 0.1: Intelligence, Performance and Price Analysis. Parent comment

Re:Grok Build 0.1: Intelligence, Performance and Price Analysis by user43928 on Wednesday June 24, 2026 @06:48AM (#48657871)
I cannot comment on the likelihood of xAI being competitive as an AI lab in the future.

However, their "overbuying" of compute means they can now rent it out for $2.32B/month.

That seems like solid business to me, and raises the question whether your claim of xAI needing 'ongoing enormous funding' is accurate.

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Re:Grok Build 0.1: Intelligence, Performance and Price Analysis by khurs on Wednesday June 24, 2026 @07:06AM (#48657981)
Most of that is from Anthropic which is IPO'ing?

Prior to IPO they want to show the best growth numbers possible, so how long they continue with the deal post IPO remains to be seen.

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Re:Grok Build 0.1: Intelligence, Performance and Price Analysis by user43928 on Wednesday June 24, 2026 @08:09AM (#48658502)
54% is Anthropic.

Considering their models had outages with the message 'model overloaded' just a few days ago, I doubt that their compute demand is ending soon.

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Re:Grok Build 0.1: Intelligence, Performance and Price Analysis by blenklo on Wednesday June 24, 2026 @07:08AM (#48657991)
It clearly shows that the billions investedin xAI are not returning what they should with the product they invested in.
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