Comment by small_model
5 days ago
SpaceXAI is the only frontier model company that had its own compute/date centres and soon chip making factory, I think they will pull ahead with cheaper tokens similar intelligence and better harness/tools. Grok build is 2-5x faster than Claude Code in my opinion.
But can you trust any number or metric coming out of SpaceX given everything? Also you mean their own compute like the illegal data centre turbines?
https://www.theguardian.com/technology/2026/jan/15/elon-musk...
"everythin you don't like" is not a scientific argument, neither is the illegality of data centers on AI quality
So you’re asserting that the ends justify the means or?
I’m confused by how your reply makes sense in the context of the parent comment. They weren’t stating a preference, they were linking to simple facts.
Please do better.
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Anthropic rent the same data centre with the turbines from X btw
Wait until they find out what's in a powerplant!
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Now do Anthropic's copyright fines.
Crazy that posters here don't know the difference between a "fine," a "judgment," and a voluntary settlement. Anthropic didn't even train on the pirated libraries, they said. Still, they made copies. Probably the biggest legal blunder I've seen given the size of the settlement. Alas, it's not a fine.
Now find someone who cares about or respects copyright law.
do you have any idea how much clickbait gets circulated because... Musk gets clicks? Just try it for yourself. Grok 4.6 is great (first impression)
being a public company forces a lot of trust and transparency bc otherwise shareholders will sue you into oblivion
True story, for example take Tesla's promise of self driving which was delivered back in 2015.
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From Matt Levine's description, SpaceX has a governance model that explicitly makes it resistant to shareholder lawsuits. It's not a Delaware corporation.
It might or might not work long-term, but I wouldn't count on courts to help.
Corporations are legally required to maximize shareholder's value. If reaching that goal requires them to pretend to be transparent, or fudge the numbers that they show to the public, then that's what you can expect them to do.
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SpaceX is run by an absolute ghoul who managed to get away with securities fraud ("funding secured"), what makes you think there's any accountability left in public markets?
Because it works and they don’t charge a lot for it
OpenAI is almost there, and Anthropic is pretty close behind. In the next year or two all major AI companies will be vertically integrated to a good degree.
Neither of them are "almost there"...
> I think they will pull ahead with cheaper tokens similar intelligence
They obviously have a huge token cost advantage of the AI labs they are renting compute to, at least for now while they can charge current crazy rates for GPU compute.
>> I think they will pull ahead with cheaper tokens similar intelligence
they just increased cache read from 0.30 to 0.50 - this has the biggest impact on agentic coding. Elon companies have the most expensive everything:
xAI sub: $30 when other starts at $20, pro like sub for $300 where other charge $200.
Expensive electric cars, powerwalls, solar roofs when competetive products/better are cheaper.
>Elon companies have the most expensive everything
The Model 3 and Model Y became the highest selling EVs of all time because they were the first below $50K to have long-range and be worth buying.
Until a few years ago, every other sub-$50K EV absolutely sucked.
> The Model 3 and Model Y became the highest selling EVs of all time because they were the first below $50K to have long-range and be worth buying.
And then Musk totally abandoned Tesla's original brilliant game plan of using the luxury models to find actual low-cost models (which $50K is not), and completely ceded the future EV market to Chinese companies that understand how to make a better car than Tesla for less money. BYD sells more cars than Tesla.
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highest selling is not same as cheap - apple also have the highest selling iphones among smartphones and they are still pretty much the most expensive (and usually not the best either these days).
> xAI sub: $30 when other starts at $20, pro like sub for $300 where other charge $200.
This is meaningless because you're not controlling for amount of subsidized usage or model quality.
The cache reads are really insanely expensive.
>SpaceXAI is the only frontier model company that had its own compute/date centres and soon chip making factory,
Google would like a word. Also, Microsoft.
Sorry, what model of microsoft? They're dead without their gpt deal.
> and soon chip making factory
To say that I somewhat doubt this would be an understatement.
Except EUV lithography is the most complicated industrial process that exists and they won't have usable yields for many years if ever. I don't think Musk actually expects these fans to ever actually make sense they just let him hype and distract.
Light generation is the most complicated part and Elon plans on doing Free Electron Laser (FEL) which is not as complicated as self contained tin based solution that ASML uses now
Why do you give Elon any credibility? FEL is not proven at all and is much much riskier than using existing EUV machines. Plus if it breaks all your machines are down until you fix it.
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Wow, if only the Chinese knew that! So easy!
They’ve already contracted with Intel to use A14 for the initial buildout so that solves the process tech problem.
Not at all
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