Same idea expressed by a commenter here 2 days ago: https://news.ycombinator.com/item?id=48426082

I'll add that I said xAI seems to be dropping out of the AGI race: https://news.ycombinator.com/item?id=48214042

Makes sense. Very difficult to catch OpenAI and Anthropic now since their flywheel of generate revenue, use revenue to buy more compute, train a smarter model with more compute, made it hard to compete.

Being able to supply compute makes more sense for SpaceXAI if you can't compete in SOTA LLMs anymore.