xAI is the world's third-most valuable AI startup and Elon Musk's personal frontier AI lab. It is already playing a load-bearing role in the future success of Musk's other companies like Tesla and SpaceX. Read the new @bismarckanlys Brief (link below):

xAI is an underrated competitor in the AI race. Musk's personal relationships and skills in fundraising and execution have allowed it to rapidly build one of the largest compute clusters in the world. xAI also legally now owns X, this very social media platform, and its data.

Not lacking compute or data, the third key variable is mathematics and computer science talent. xAI is comprised of many alumni of DeepMind and OpenAI, including students in the tradition of knowledge of Geoffrey Hinton that produced the current generation of AI breakthroughs.

Musk believes in scaling. Since xAI does not have the limitless profits of Google or Microsoft behind it, generating revenue is crucial. The revenue strategy that Musk settles on for xAI will define both the company's future and his own.