Let's break down what just happened:
• X is valued at $33 billion
• xAI is valued at $80 billion
• Deal excludes $12 billion in X's debtThe final transaction is an all-stock deal.
But here's what's most surprising: pic.twitter.com/5HpcxJ14Cv
— Fernando Cao (@thefernandocz) March 29, 2025
When Musk bought Twitter, everyone was confused.
Why would a man focused on electric vehicles, space travel, and neural interfaces want a social media platform?
But Musk had a vision that's only becoming clear now: pic.twitter.com/9oSI4IrZnW
— Fernando Cao (@thefernandocz) March 29, 2025
Real-time, human-generated, diverse data from 600 million active users.
This is the perfect fuel for AI models — and it's exactly what xAI needs to compete with OpenAI and Anthropic.
The timing is remarkable: pic.twitter.com/vcEiMoJwMZ
— Fernando Cao (@thefernandocz) March 29, 2025
While most AI companies struggle to get real-world data, xAI now has direct access to X's constant stream of conversations, trends, and human interactions.
This gives them a massive competitive advantage in training more human-like AI models.
The integration has already begun:
— Fernando Cao (@thefernandocz) March 29, 2025