“But, like, the the level of the value that they deliver to the world, if you talk to anyone there, they truly believe it'll be tens of trillions if not hundreds of trillions of dollars.”
Patel says xAI's valuation exceeds Anthropic's despite no leading model, crediting Elon and Colossus infrastructure speed.
“At least Anthropic's racing, It's Elon, A, and B, they've tackled a problem creatively and done it way faster than anyone else, which is building Colossus.”
Patel questions xAI's valuation exceeding Anthropic's despite lacking a leading model, crediting infrastructure execution over product.
“They haven't released a leading edge model, and yet their evaluation's higher than Anthropic today. At least Anthropic's racing, It's Elon, A, and B, they've tackled a problem creatively”
Patel questions xAI's valuation exceeding Anthropic's despite no leading model, crediting only their fast Colossus infrastructure build.
“What has xAI actually done to deserve their prior funding rounds? They haven't released a leading edge model, and yet their evaluation's higher than Anthropic today.”