Elon Musk thinks @Google will win the AI race overall! However, he also sees China winning “on Earth” and SpaceX in space with its upcoming AI satellites.

@mark_k @Google Nah. China's winning the AI race with their open weight models. Deepseek, Qwen and Kimi are being deployed faster and more often at the small to mid-enterprise level. They're also integrating faster into new AI products. American AI is wildly misunderstanding the play

Pick which twin will win! You could score a share of $2 million in Bonus Bets.

@mark_k @Google Confusing statement, imo. He should clarify.

@mark_k @Google only if google buys anthropic

maybe he’s not wrong about the china winning on Earth. If we’re to look at it in the AI sector, most of these Chinese models basically can do Whats GPT and Claude can do (to some extent), they’re open source and not expensive compared to others I personally use Kimi with AIsa… The point is most people will use the Chinese models more on their system (practically they’re wining) I also think I might agree with that Google point too

@mark_k @Google Yes Google is going to win. I was driving yesterday talking to Gemini through the Google maps feature and it was just like talking to my buddy in the app, except it could see where I was going. Much, much more practical use than OpenAi's enterprise and coding strategy.

@mark_k @Google Really hope not. I mean truly.

@mark_k @Google Can't find that post anywhere. If this is true, we're fucked. Lol

@mark_k @Google He gave up on XAI taking the lead I guess

@mark_k @Google hopefully "in-space" means they're still working hard to improve Grok and make it surpass others as much as possible training in space. He once said that there will be a point where no model will ever be better than Grok and it'd keep getting updated to stay in the lead.

@mark_k @Google The most consequential part of this take isn't Google. It's China winning "on Earth." That's Elon publicly acknowledging Chinese AI dominance outside the West. That deserves its own conversation.

@mark_k @Google Chinese are already living in 2050, they have complete resources, human power, energy infrastructure, budget, also they are sharply focused on technology while the US dragged itself into a war that might be a setback for its economy.

@mark_k @Google maybe cause they’re not trying hard for now. however cluade and chat gpt are the top players

@mark_k @Google Google's data, ecosystem, and Cloud give it the potential to win in a second if it wants to. China and SpaceX are so obvious.

@mark_k @Google Google has distribution; China has distillation. No one can beat that

@mark_k @Google Glad he/you chose the market which doesn’t exist. And won’t lol

@mark_k @Google I agree about Google. They already have the intelligence. Sadly they have proven untrustworthy with their deployment of AI to the unwashed masses. Heavy guardrails prevent the ordinary people from fully accessing the intelligence. They will keep full access for the elites.