“All you need to know to understand which company will win a technology competition is look at the first and second derivatives of the rate of innovation [@Scobleizer] Grok 3 benchmarks. The thing to really pay attention to in AI is learning speed. And @xai is learning way faster than any other. Who said that? Apple Siri cofounder Tom Gruber. He told me at dinner a decade ago that that is the most important thing to pay attention to. )”