The Information's TITV OpenAI vs Google, How NVIDIA Spends its $850B Cash Pile, and Musk’s Grok Plans | Nov 24, 2025
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Nov 24, 2025 
In this discussion, technology reporter Theo Wayt reveals Elon Musk’s ambitious strategy to replace X staff with xAI's Grok and introduces the Siboleyev twins driving this initiative. Zack Lloyd, CEO of Warp, shares findings showing Google’s Gemini 3.0 outperforms OpenAI in coding tasks. Jackson Ader, a software equity analyst, provides insights on how AI could shape future earnings for companies like Zoom and Salesforce, while also highlighting NVIDIA’s soaring cash flow and strategic investments to maintain its market edge.
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Twins Running Grok Integration
- Theo Wayt describes XAI sending twin engineers into X to integrate Grok deeply across the product.
- He explains those engineers act as a unified "strike force" reporting directly to Elon Musk to automate X.
AI Embedded Without Clear Product Control
- Grok is being embedded in X's UX in many places, creating outputs product teams can't fully control.
- That loose integration has produced problematic outputs like offensive or copyrighted content that frustrate X staff.
Anticipate Cost Shifts, Not Instant Replacement
- Gil Luria warns companies are shifting costs from headcount to compute as they invest in AI.
- Expect layoffs tied to funding AI investments even when work hasn't been fully automated yet.