Farzad: People Are Massively Underestimating SpaceXAI and Meta

Farzad quote-tweeted mikepat711 on Zuck aggressively gunning for agent market share with generous free Muse credits, then integrating into Ray Bans and Oakleys, and Elon gonna put Grok Bot in Teslas and humanoids, arguing people are massively underestimating SpaceXAI and Meta's position in AI and that Anthropic and OpenAI are in a weird spot if models become good enough to do basically anything, RTd GavinSBaker that open models continue taking share and more dollars are now spent on open models than OpenAI (positive for the AI infra trade), and quote-tweeted StevenBartlett asking for elonmusk on Diary of a CEO with "Would be awesome to get @elonmusk on Diary of a CEO."

SpaceXAI / Meta vs frontier premium

Farzad, Sep 19 morning CT: People are massively underestimating SpaceXAI and Meta's position in AI. Anthropic and OpenAI are in a very weird spot. If one assumes at some point ALL models will become "good enough" to do "basically anything", why pay the premium for a frontier model? Quote-tweet of mikepat711. mikepat711 (Sep 19 morning CT): Zuck is aggressively gunning for agent market share with generous free Muse credits; after everyone's totally hooked, he's going to integrate it into the Ray Bans, Oakleys, and who knows what else; Elon is gonna put Grok Bot in the Teslas and the Humanoids; Dario and Altman are gonna be running around begging for hardware partnerships and probably end up obsolete (per mikepat711). Farzad's thesis is his; Muse/hardware/obsolete framing is mikepat711's.

Check Farzad QT here. mikepat711 here.

Open models taking share (GavinSBaker RT)

GavinSBaker, Sep 19 morning CT: Open models continue taking share. Not just tokens, more $ now spent on open models than OpenAI. Positive for the AI infra trade. Open models taking share shift $ margin from the model layer to the infra and app layers (per GavinSBaker). Farzad RTd. Dollar/share claims are GavinSBaker's (building on Vercel AI Gateway commentary he quote-posted).

Check Farzad RT here. GavinSBaker here.

Diary of a CEO invite QT

Farzad, Sep 19 morning CT: Would be awesome to get @elonmusk on Diary of a CEO. Quote-tweet of StevenBartlett asking elonmusk about an AI / Robotics (and roadster) conversation on the show. No booking confirmed in the posts.

Check Farzad QT here. StevenBartlett here.