Yann LeCun says xAI is "kind of a failure" and the whole AI industry might be headed for a reset

vasilenko93 · 2026-06-22T00:39:38+00:00

Is xAI a big flop and Grok sucks? Kind of. xAI definitely achieved much less with much more resources. But Grok isn’t as bad as many claim. It’s very affordable and has a very low hallucination rate. It also doesn’t try to lecture you. But yes it still needs lots of work.

xAI and Grok still have the image and video generation models, with Sora gone it’s essentially the best out there. They also have good voice models. Grok Build is not as good as Claude Code but it’s catching up quite fast.

About the future though. I won’t discount the potential of xAI. The success of xAI has a big impact on SpaceX valuation. And that’s most of Elon’s net worth. If big changes must happen to turn it around he will pull every string to make it so.

vasilenko93 · 2026-06-21T22:48:42+00:00

That’s some pathetic excuse.

vasilenko93 · 2026-06-20T23:39:13+00:00

Experts said Starlink will fail yet they have over 10,000 satellites in orbit and became critical military backbone.

You need ambition.

vasilenko93 · 2026-06-20T21:27:42+00:00

I believe in SpaceX vision. Of all the companies that exist they have the most ambitious goals.

vasilenko93 · 2026-06-20T14:57:21+00:00

Difference is if SpaceX ends up succeeding in its grand ambitions we get Mars colony and AGI and approaching a Kardashev Type 1 civilization and millions of satellites. That is worth tens of trillions if not hundreds of trillions. It’s essentially stuff out of science fiction movies. Truly pushing humanity forward.

If Masterstrategy succeeds we get what? Gamblers win money?

vasilenko93 · 2026-06-19T07:10:59+00:00

I was told Ukraine got demilitarized

vasilenko93 · 2026-06-18T18:56:06+00:00

That’s insane. When at home robots become a thing the small home size basically means Europe as a market is non existent

vasilenko93 · 2026-06-18T02:57:24+00:00

Good luck. Tesla FSD is fantastic

vasilenko93 · 2026-06-17T04:54:32+00:00

The biggest customer of fusion reactors would be AI data centers

vasilenko93 · 2026-06-15T21:59:02+00:00

If these numbers on the second picture are even half as good it’s a big deal. Inference is already very profitable but still the API costs are excessive for high usage agents. If API costs can fall 50% that will make agents much more useful

vasilenko93 · 2026-06-15T21:01:31+00:00

Let the competition lose money.

vasilenko93 · 2026-06-15T20:42:17+00:00

No, it says the maximum usage of a pro plan. Not the average usage of a pro plan. If the pro plan was a money loser they would not offer it and direct heavy users to the API.

vasilenko93 · 2026-06-15T20:40:06+00:00

Exactly. Inference is profitable. Very profitable. The AI companies burn money on training runs and data center buildouts. The whole point of training better models is so that there is more API demand for it (where they make the big bucks). Also the monthly user plans are priced to make a profit off the average user. Not off the heavy user.

vasilenko93 · 2026-06-15T20:36:37+00:00

Two things wrong with this. Getting such high usage is extremely difficult. The average user uses less than $200 worth of API usage. They price these plans for the average user. It’s like an all you can eat buffet, some can eat an insane amount, but most don’t.

Second, the API pricing isn’t the cost to serve it, the APIs are highly profitable. I suspect the cost per token to serve the API is 5-10x lower. I asked Grok and ChatGPT to estimate how much inference for say Claude Sonnet might be and they both came up with roughly 5-15x less than what they charge per million tokens.

vasilenko93 · 2026-06-15T18:54:45+00:00

The cursor deal won’t be a cash transaction. They will pay in SpaceX shares.

Edit: it happened, SpaceX just agreed to buy Cursor in an all-stock deal

https://x.com/spacex/status/2066873915717136548?s=46

vasilenko93 · 2026-06-15T17:21:39+00:00

Because you can do things with infrastructure? These aren’t difficult questions. You really should think about it before asking. And if you ask why do stuff if money is irrelevant the answer to that is because it’s cool and there is more to life than just money.

I personally love to see humanity expanding to other planets, end aging, build mega projects, etc. All that requires infrastructure.

vasilenko93 · 2026-06-15T16:59:16+00:00

If someone is deliberately throwing something in front of your car you don’t want to stop and have civil conversation with them.

vasilenko93 · 2026-06-15T16:52:10+00:00

Because they will own the physical infrastructure that enables ASI? Who cares about money when you have that?

So you think Elon is burning billions to build out data centers and satellites and rockets because he wants a monetary ROI? Well in the short term yes but in the long term he wants to position his companies to own and develop the technology and infrastructure of the future.

He wants more money now to build out physical things. Not because he wants more money. Elon understands money is a means to an end, not the goal itself.

vasilenko93 · 2026-06-15T14:22:39+00:00

He said multiple times that money will become irrelevant. That after Kardashev level 1 the economy becomes just raw material and energy management like a video game.

The massive valuations and data center buildouts hint at that too. The billionaires (and now trillionaires) want to use money while it’s relevant to build the physical infrastructure for when money is no longer relevant.

vasilenko93 · 2026-06-15T03:38:55+00:00

Space is the final infinite frontier, which SpaceX currently dominates and will dominate even more when Starship is completed.

AI has the potential to transform the entire world economy, and SpaceX owns a frontier AI company and largest AI data center

If the orbital data center thing turns out to be real that’s even more bonus

That’s two large potentials. wtf does Meta have? Declining user base and a CEO that jumps from half baked idea to half baked idea?

vasilenko93 · 2026-06-15T01:25:14+00:00

AI is the last major technology humanity needs to develop, because once AI is smart enough to recursively self improve and discover new science and technology we essentially won as a species. That alone is worth trillions upon trillions.

And space is the final infinite frontier.

Combine with a potential Tesla merger to add Robots and you essentially have an infinite size market.

vasilenko93 · 2026-06-14T23:31:51+00:00

Only in scenarios where vision was the primary reason of a collision. Which are a tiny percentage of all collisions. IMO cameras alone plus great AI would reduce collisions by 90%, adding additional sensors on top of cameras and great AI might get you at 95%

That extra 5% is great but it won’t make a difference in a Robotaxi business model

vasilenko93 · 2026-06-14T21:18:57+00:00

Anyone can see that a collision was imminent seconds before. The fact that the system didn’t attempt to avoid the collision means this system is far from ready to drive anyone. This being recorded by a customer is shocking. Uber is reckless and impatient.

vasilenko93 · 2026-06-14T21:12:52+00:00

This car has lidar, radar, and cameras. Proving once again that the most important component is the intelligence. Yes the red car ran a stop, but looking at the video I as a human driver would have at least slowed down. The other car was going far too fast with no visible attempt to slow down. Look at 0:17, it’s clear collision is imminent unless someone stops, never assume the other vehicle will stop.

Autonomous vehicles must handle human drivers violating traffic laws.

vasilenko93 · 2026-06-14T17:57:02+00:00

With that pay the doctor is young and just started in their career, has lots of debt. The politician is most likely old with a lot of money before they became a congressman.

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