RE: What The Xai And X Merger Tell Us About Future Value
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xAI investors are bailing out X because it's not making enough money to service the $13B debt repayments. xAI doesn't need to buy users, OpenAI got 100M users at virtually no cost with ChapGPT.
Personally, I don't think the data on X has much value for xAI. The other LLMs contain the entire internet, the data on X is a such a tiny fraction in comparison... and most of the data is just people's opinions.
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This is an incorrect take. You overlook the value (necessity) of a vector database. That will be crucial going forward, a feeder system many are missing.
As for the opinions, all of the news of the English speaking world is on there.
Correct me if I'm wrong, but the actual news isn't on X, the news is linked to on X's posts, but the actual data of the news is on other sites that xAI won't be scraping. The data X will have is people reacting to and arguing over the news, which I think is less valuable.
I don't think the other LLMs are missing feeder systems - won't they still be scraping YouTube, Facebook, Threads, Bluesky and every other data source on the web?