Sources
Linus Ekenstam – eu/accxAI acquiring X is essentially one large accounting play.
Lisan al GaibHow would you value xAI? OpenAI ~$157-300B with ~4 billion in revenues and 248% revenue growth Anthropic ~61.5B with ~1 billion in revenues and 386% revenue growth rate xAI ~100 million in revenue, no growth estimate
Bullfight CapCombined X / xAI has ~$2B in revs, probably burns $5-10B in cash and owns 100s of thousands of GPUs… on financial profile alone, it looks like a slower-growing and more levered looking version of $CRWV at 5x the valuation

