xAI

On a 12-gigabyte test repository, xAI's coding CLI quietly uploaded 5.1 gigabytes as a background git bundle, against 192 kilobytes that actually passed through the chat with the model — a 27,800-to-1 gap the researcher used as proof the whole repo goes up, read or not.

Turning off the CLI's own "Improve the model" setting changed nothing; the server kept reporting uploads as enabled. In the thread, one developer dropped Grok Build over it, others started sandboxing every coding agent behind their own network proxies.

SpaceX's S-1 projects $320bn of AI-services revenue by 2030 at a 74% margin, dwarfing launch and Starlink, which is how the IPO valuation was supported. Its 2025 AI segment was mostly Twitter, with Grok near $0.5bn.

The thread's flip: Hoffman invests in both OpenAI and Anthropic and sits on Microsoft's board, so commenters weigh the vested interest against numbers that still don't add up.

Cursor's founders went from zero to multigenerational wealth in four years, on a product the thread keeps calling a wrapper: an editor fork, a harness, and prompts. Its in-house model, Composer 2.5, is built on Kimi K2.5.

The structure is the catch: this is not a cash deal. SpaceX pays in its own stock, diluting shareholders, while telling IPO investors it sees a $26T addressable market.

And the loudest skeptics can't explain why investors keep funding it anyway.

The playbook is borrowed from Tesla's Fremont tent and xAI's off-grid turbines: speed over permanence, against a $145B capex backdrop.

An engineer remembered Microsoft trialing tent data centers nearly 20 years ago — so the 'radical' move is really a rediscovered one.