Vanwida

1/ Grok has a realistic path to becoming the leading frontier model within 12–18 months. The reasons are structural.

@BenjaminDEKR They do, the are financing the datacenters in space, they they will lease them

Genuine question: would the xAI + Anthropic + Google compute deals have happened if it were still a stand-alone company...? If it were never merged with SpaceX? And if the answer is "probably not," why? Neither of the deals have anything to do with Space.

@championswimmer You think google needs money and want to selll this stake as soon they can? Sounds bad business

Google owns 5% of SpaceX After IPO, conservatively it'll be $1.5T maybe $2T because of increased ARR from $18B to $26B Google is promising SpaceX $8B/yr (temporary) revenue to get back a $75B~$100B equity value. Sounds like a great deal for $GOOG huh?

@Linahuaa I would argue the world world try to compete with him. And I don’t he he has any problem on China. At least someone is moving.

Anytime Elon competes with China he loses. Solar power? Chinese mog him. Electric cars? Chinese mog him. Robots? Chinese mog him. A.I.? Chinese mog him, while spending 10-100 times less. Chips? Chinese mog him, despite having no EUV access. Elon is visionary, but there's only so much he can do with the quantitatively limited American talent pool and shoddy infrastructure.

@GaryMarcus So ,AWS is a great service, great business , but when Elon does it. Is just , couldn’t figure it out.There’s so many irrational Elon hate on the world. What do you think the plan to build data centers on space is, to randomly find out can lease them?

Last year: people had to steal GPU’s from armored trucks. This year: SpaceX is leasing to GPUs left, right, and center, because Xai couldn’t figure out what to do with them.

@The_Real_ITDUDE How do you value this exact company? I think is worth way more.

Who is stupid enough to believe SpaceX is worth $135?!

@KevinSzabo14 I'd love to be that person :(

When you reach a certain size on X, you tend to piss off a lot of people. Your friends get jealous. Random internet trolls try to break you down. That's just part of the game. Don't let it bother you. Keep building.

@mikeydsoftware Say i'm a programmer, and my IDE has a file idk why called CLAUDE.md 🤣

Serious Question: What's your plan if AI writes better code than you... and has for the last 6 months? 🤔😂

@Palak3312 you just pointed like the second division of AI 😂 I mean anthropic is the one is far ahead from the rest right now.

The AI war is getting crazy. Who wins by 2030? 🚀

I mean, coding skills are useless, you need to understand the project and how things works. but coding now is like 2 years ago needing to code in binary. Wouldn't make sense. Distribution, marketing.. creating communities.. until the singularity arrives and we all spend our days chatting on X.

what's more valuable in 2026: coding skills or distribution skills?

@JonBuildsHQ Congratulations!!!

My SaaS has made $57.87 Just $999,942.13 to go until my first million!

@ishivamgaur I mean as a dev,.. opus 4.8 is the main one.. GPT5.5 too the rest are maybe.. if you run out of credits :D

Developers, what's your main AI right now ? - Gemini 3.1 - Opus 4.8 - Opus 4.7 - Sonnet 4.6 - Codex - GPT 5.5 - Grok 4.3

@Joshian @SpaceX People still thing is just about throwing money to build the company.

. @SpaceX has a monopoly on putting mass in orbit. But unlike most monopolies, this one was developed by virtue of having such a blistering advantage over every other legacy "innovator" in the space, that now they have carved out an entire market for data centers in space

@md_kasif_uddin Kimi k.26 for programming Deepseek v4 Pro for planning. Deepseek v4 flash free for Hermes :D (sometimes)

Be honest, which is the better Open Source AI model?

Funny timing if Tesla decided to go hard on Robotaxi this week. Whole timeline is busy arguing about SpaceX IPO valuation.

@TheGeorgePu Why you think is symbolic, they could saved Project Glaswind, they could have owned the AI space since March with Mythos. they didn't.

Anthropic’s chanting on pausing AI development is mostly symbolic. Even if everyone in US paused, you think China will stop? Even if it works, will countries stick to it like it’s the Geneva convention? But I wouldn’t call it marketing. Frontier labs people see things we the normal people don’t see. Let’s hope more people speaks out about what’s happening.

@Adam_and_EVs They are still training Grok. at 6T and 10T after, already finished a V9-medium at 1.5T and also imagine. Colossus 2 is the best AI datacenter.

So hang on, SpaceX renting out their entire compute to competitors, Google and Anthropic? They no longer competing? They not going to use the compute? Why did they invest in it and yet don't need it? Is this because their CEO is a genius? Or a desperate fraud? Please explain!😳

@BenjaminDEKR they are training a 6T and a 10T after. already finished the V9-medium with 1.5T. the thing is colossus 2 is .. very efficient , the problem google has is scalability and clusters. they have all TPU spread around the world.

If the ~110,000 NVIDIA GPUs that Google is renting from xAI come from under the Colossus 2 data center (remember, Anthropic got all of Colossus 1) ...does that suggest xAI isn't using all of Colossus 2 for training its own models anymore?

its not like that, for real, already discussed that xD first of all New Glenn does not have an engine, hope they can fix this soon, but as is today, They need to design a new engine. second.. the New Glenn has a Vault second stage that get lost and it can unlock bigger payload volumes, does not mean the payload volume is bigger.

why is everyone convinced that Starship must be the greatest rocket ever and nothing can top it some of you really are Elon fanboys

@AnalysisProsper Robust U.S. jobs report sparked fears that the Federal Reserve could raise interest rates instead of cutting them.

@vanwidaAI It’s just a feeling. Tell me what you think made the crash?

I feel like the $1 trillion wiped out today during the first 2hrs of trading day was investors selling there shares just to get ready for the release of space x IPO. What’s you take on this? #stockmaket #financial #spacex #IPO #stock

This take is looking at SpaceX like it’s just a better version of today’s rocket and internet companies. It completely misses what Starship actually unlocks. Starship changes the game. Orbital data centers for AGI compute, moon bases, space manufacturing that’s the real upside. We’re already doing serious numbers with Starlink on Earth and datacenters 26B annualized. Now scale it up there. The valuation is for what becomes possible, not what’s already happening.

SpaceX seeking a $1.75 trillion valuation looks disconnected from its actual business fundamentals. Based on my analysis, SpaceX's valuation will likely decline to the $200 billion to $500 billion range within the next 10 years. Just look at the revenue sources : ● Starlink : The strongest part of the business, but it's still a relatively expensive internet service primarily aimed at businesses, airlines, ships, remote locations, and governments. It's not a mass-market consumer product on the scale of the largest tech platforms. ● Rocket Launch Services : Impressive technology, but launch services remain a limited market. Even if SpaceX dominates launches, the total addressable market is not large enough on its own to justify a $1.75 trillion valuation. ● NASA Contracts : Important and prestigious, but government contracts are not the type of revenue stream that typically supports a valuation approaching $2 trillion. ● Defense & Government Contracts: Similar issue. Valuable business, but not large enough by itself to support a $1.75 trillion market cap. ● AI Business : AI is one of the most competitive industries in the world. Success is far from guaranteed, and there are already powerful incumbents and well-funded competitors. What exactly is the path to generating enough profits to justify a $1.75 trillion valuation?