Comment by dmode
5 days ago
That's fair. But my point is from a business POV, why would SpaceX want to invests hundreds of billions of CapEx on a third or fourth frontier model, which cannot compete with chatGPT and claude on the high end, and getting squeezed by open weight models on the low end
They came here in three years. I think there’s a chance they will release the absolute top model soon. And I think they believe that as well. They have the compute. They have the money. They have the engineers.
That is more FOMO and maybe some end-game where SpaceX essentially owns a vertical slice of ISP+Datacenter+AI+application stack.
Scamming investors long enough for the founders to cash out.
[dead]