Reid Hoffman mentioned SpaceX's AI strategy during an appearance on a podcast. He pointed out that the company is not an AI company and is attempting to secure relevance through acquisitions upon going public.
Reid Hoffman points out SpaceX is not an AI company and xAI is a complete train wreck
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Regarding xAI, he stated that it is a "complete train wreck," as Elon Musk himself has admitted. He explained that all of the company's founders have left and it is currently in its third reboot phase.
He also touched upon the fact that SpaceX is generating revenue by leasing out AI infrastructure. He evaluated that it is "nothing more than a high-priced CoreWeave" and that this in itself does not make it an AI company.
Meanwhile, he sounded an alarm regarding the U.S. government's decision to halt Anthropic's models due to export controls. He pointed out that the response concerning the vulnerabilities of Fable 5 lacked fundamental principles and that the asymmetry with OpenAI is problematic.
Hoffman also countered the view that Anthropic and OpenAI are in a zero-sum game, stating that there is sufficient room for both companies to win.
Sources: Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'（HN 236pt・270コメント） (HN Search (backfill), 2026-06-24)