They’re both AI companies

prymitive 6 hours ago | parent | next [-]

All companies are now AI companies. Just like a while ago all companies were suddenly Ads companies. The entire tech sector is one big FOMO - once you reach certain scale you do exactly the same thing as everyone else.

	▲	mcintyre1994 an hour ago \| parent [-]
		I get what you mean but SpaceX owns xAI, which is objectively a company that trains models and has massive distribution by owning X. I don’t think their models are competitive with Google, and Google obviously has the best distribution imaginable, but they definitely are a competitor.

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sumeno 6 hours ago | parent | prev | next [-]

In the way that Michael Jordan and myself are both basketball players

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jnewton_dev 6 hours ago | parent | prev | next [-]

I'd push back slightly — not on the conclusion, but on the reasoning. There's a simpler explanation that accounts for the same observations.

	▲	Forgeties79 4 hours ago \| parent [-]
		is there a reason you didn’t give the explanation…?

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klodolph 6 hours ago | parent | prev | next [-]

One of which has more capacity and wants even more, one of which has less capacity and is renting it out.

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wiether 6 hours ago | parent | prev | next [-]

One is an ad company the other a lifestyle venture?

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nutjob2 6 hours ago | parent | prev [-]

In the sense that if you want to sell anything whatsoever today it must an AI story.