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xAI’s Colossus 2 Reactions, Sam Ross & Aaron Slodov LIVE in The Ultradome | Pippa Lamb, Ariana Thacker, Will Hurd

12 snips
Sep 19, 2025
Sam Ross, CEO of Numeral, shares insights on automating sales tax for e-commerce, emphasizing AI's role in compliance. Aaron Slodov of Atomic Industries discusses revitalizing U.S. manufacturing through tech innovation and upcoming Detroit expansions. Pippa Lamb highlights significant U.S. tech investments in the UK as the country aims for AI leadership under PM Keir Starmer. Ariana Thacker from MoldCo talks about transforming care for mold-related illnesses after her personal experience, supported by their recent $8M funding. Meanwhile, Will Hurd explores advancements in defense technology.
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INSIGHT

xAI's Compute-First, Engagement-Focused Strategy

  • xAI is aggressively building massive data center capacity and unique human-centered RL environments.
  • This strategy prioritizes engagement-driven training over immediate enterprise revenue.
INSIGHT

Infrastructure Can Monetize Indirectly

  • XAI may monetize via intercompany transfers and integration into X rather than direct model revenue at first.
  • Large infrastructure can be sold to hyperscalers or used to increase monetization of core products.
ADVICE

Pitch Countries On AI Sovereignty And R&D

  • If you want to attract large AI investments, emphasize national R&D and pro-business policy alignment.
  • Use state-level incentives and AI sovereignty messaging to win cloud and semiconductor commitments.
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