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

232 points · 264 comments on HN · read original →

Points and comments are a snapshot, not live.

Reid Hoffman calls xAI a 'complete train wreck' and says SpaceX is not an AI company.

LinkedIn cofounder Reid Hoffman, in a podcast interview, criticized Musk's ventures: xAI has lost all 11 cofounders and is on its third restart. He dismissed SpaceX's AI narrative, saying its model is to 'buy your way into relevance' via acquisitions like Cursor. Hoffman also criticized the U.S. government's order forcing Anthropic to pull two AI models, calling it 'autocratic willy-nilly.' He argued there is room for both OpenAI and Anthropic to succeed, and advised Gen Z to embrace AI as a career tool rather than a threat. He is leaving Microsoft's board to focus on Manas AI, a drug discovery startup.

What commenters are saying

Commenters split on whether Hoffman's critique is credible or biased. Many agreed xAI is failing, but questioned his attacks on SpaceX, noting its financials rely on an AI narrative to justify its IPO valuation. Several pointed out the disconnect: SpaceX is a rocket company priced like an AI company. Some dismissed Hoffman as out of touch, while others echoed his view that SpaceX's massive TAM projections are 'nonsense.' A few defended Musk's track record, arguing SpaceX's technical achievements deserve objective credit.