Andrew Grein - AKA “Greintime”

Some perspective on the battle between $TSLA, X, and xAI for $NVDA chips. The bottom line is I believe Musk is committed to getting FSD to market as fast as possible and grow Grok into a primary foundation model. Three perspectives: 1. Wealth bias: I suspect xAI is getting the majority of the chips that were previously earmarked for Tesla. I estimate Elon's value of xAI is around $13B today, which is about 1/10 of the value of his TSLA position ($128B). In other words, it would appear Musk's financial motivations are to do all he can to benefit Tesla. 2. Shiny new thing: While Musk has less of his wealth at stake with xAI, the company has the potential to be bigger than Tesla. That may seem like a stretch, but I believe once we hit general intelligence, the four primary foundation models (Grok included) will experience revenue growth that will make Nvidia's growth look tame. 3. The truth lies below the surface: Getting a gauge around which company needs what flavor of Nvidia chips, when those chips are available, and what Nvidia is requiring Musk to commit to adds a layer of complexity that makes it difficult to fully understand Musk's motivations.