Reid Hoffman: SpaceX is 'not an AI company,' xAI is a 'complete train wreck'

Reid Hoffman says SpaceX 'not an AI company', xAI 'complete train wreck'

LinkedIn co-founder Reid Hoffman called SpaceX 'not an AI company' and xAI 'a complete train wreck' on a podcast. He said SpaceX's post-IPO Cursor acquisition is buying relevance, and its compute leasing is just 'a premium-priced CoreWeave.' On xAI, all 11 co-founders have left and the company is on its third restart. Hoffman also criticized the U.S. government's forced takedown of Anthropic's Fable and Mythos models as 'autocratic willy-nilly,' troubled by the asymmetry with OpenAI. He invests in both Anthropic and OpenAI and sees room for both to win.

Why it matters: A well-known investor publicly sizes up the AI landscape with specific claims and sharp language — all three HKR axes hit. Deduction because it's a podcast opinion, not a product/research release with verifiable new capabilities, so it lands at the 78 featured threshold.