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chambo622 | 1 year ago

What is the bull case here? They close the gap to Anthropic and become a 4th place player?

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darth_avocado|1 year ago

The bull case is… they will have FSD by the end of the year… 2017…

artemonster|1 year ago

I still dont understand why elmo is not being investigated for fraud for all these obscenely unreal claims and promises he has made over the years. this is a clear and cut definition of fraud, for which "female steve jobs" and another e-trucking clown CEO are doing their time. why not elmo?

asmor|1 year ago

2017 in base 16?

tim333|1 year ago

I guess like OpenAI but without Altman taking it over.

blackeyeblitzar|1 year ago

Unique data set. And Elon. And with Elon, comes a great set of talent. From https://x.ai/about

> Our team is led by Elon Musk, CEO of Tesla and SpaceX. Collectively our team contributed some of the most widely used methods in the field, in particular the Adam optimizer, Batch Normalization, Layer Normalization, and the discovery of adversarial examples. We further introduced innovative techniques and analyses such as Transformer-XL, Autoformalization, the Memorizing Transformer, Batch Size Scaling, μTransfer, and SimCLR. We have worked on and led the development of some of the largest breakthroughs in the field including AlphaStar, AlphaCode, Inception, Minerva, GPT-3.5, and GPT-4.

They are already competitive despite the late start: https://x.ai/blog/grok-1.5v

infotainment|1 year ago

Does it, though? That was probably true pre-X™, but it seems like the primary selection metric has gone from “competence” to “doesn’t ever contradict Elon”

croes|1 year ago

>Collectively our team contributed some of the most widely used methods in the field,

So they hired some guys from other AI companies.

bagels|1 year ago

What unique dataset? Tweets?

threeseed|1 year ago

But we know from Google that unless you can definitively solve the "is this sentence real or a joke" datasets like Twitter, Reddit etc are going to be more trouble than they are worth.

And Elon's recent polarising nature and the callous nature with which he disbanded the Tesla Supercharger team means that truly talented people aren't going to be as attracted to him as in his early days. They are only going to be there for the money.

sundalia|1 year ago

Unique? You mean tweets? Yeah sure

It's 6B down the drain. Saying grok 1.5 is competitive is a joke, if it was any good it would be ranked well in chatbot arena (https://chat.lmsys.org/). Elon is a master in hyping underperforming things and this is no exception.

talldayo|1 year ago

I mean, he can try. The world already has a number of AI corporations headed up by totalitarian megalomaniacs though, the market may eventually reward some other course of action.

aaron695|1 year ago

> What is the bull case here?

The real bull case - Elon doesn't kowtow to mentally ill basement nerds and the media/politicians trying to not lose power.

Can you image someone running in to tell Elon the fat nerds on HN are in a tizzy about Grok telling people to eat rocks?

Other bull case he's obviously silo-ing Twitter for unique training data. Reddit can only ask nicely you don't train off them.

Twitter with a good AI could become quite strong. I'm not as bullish on this, but... Twitter is all the cutting edge news. ChatGPT was happy to be years out of date.

No one cares Russia has finally manned up and launched a tactical nuke 24 hours after it happens, something new will be trending. This is Twitters strength, to the minute data. One of the AI's will have to specialize in this.

bboygravity|1 year ago

Why 4th place? Got a crystal ball of substantiation or is this another case of ordinary Elon bashing?

chambo622|1 year ago

I would be asking the same question if another company formed in the past year raised $6B to train LLMs. For example, Mistral raised a significantly smaller round at a much lower valuation. Just trying to learn how others see this.

threeseed|1 year ago

Because Microsoft/OpenAI, Google and Meta have unlimited money and servers to throw at AI.

As do Amazon and Apple who aren't just sitting back doing nothing.

So I think even 4th place is putting it nicely. Far more likely to be 6th at best.