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All companies are now AI companies. Just like a while ago all companies were suddenly Ads companies. The entire tech sector is one big FOMO - once you reach certain scale you do exactly the same thing as everyone else.
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I get what you mean but SpaceX owns xAI, which is objectively a company that trains models and has massive distribution by owning X.

I don’t think their models are competitive with Google, and Google obviously has the best distribution imaginable, but they definitely are a competitor.

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In the way that Michael Jordan and myself are both basketball players
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One of which has more capacity and wants even more, one of which has less capacity and is renting it out.
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One is an ad company the other a lifestyle venture?
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In the sense that if you want to sell anything whatsoever today it must an AI story.
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[flagged]
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is there a reason you didn’t give the explanation…?
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