Opinion: Musk's xAI Strategy Flopped; He Should Compete with ASML

burkov · x · 2026-07-31

The author expresses disappointment with Elon Musk's AI ventures, arguing that recent attempts like the AI companion and the anti-woke search engine failed to deliver. While Grok is a decent model, it hasn't become a true rival to GPT or Claude.

Instead, the author suggests that Musk should have started a company to compete with ASML, the Dutch chip-printing machine monopoly. They believe this is a challenge on the scale of landing rocket boosters, a feat Musk is uniquely capable of tackling.

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