Grok

“So I would buy Grok. I think they're also very ruthless in like finding business opportunities. We'll, we'll see about that, but I feel like they could be good at that. Even though Anthropic is my favorite, I love the culture and I love the, like the leadershi…”

“So I sell Grok, and I think the reason I sell Grok is I don't yet know how, what niche they've carved out in the market.”

“I would probably sell Grok. I still think like it sits a little more in a middle space”

“I would probably go for Anthropic. It's a really interesting thing from the outside where a lot of their motivation started around these like safety concerns and like, how do we allow the models to not take over the world and so on. And I think after sort of a…”

“And I do it across Grok, I do it across Perplexity Open Hour Deep Research, and Claude.”

“I think at the moment I would say that I would buy none of them. And it's not because I have a particular, and it's not because I'm critical of those businesses. It's because I don't know what the answer is to enduring competitive advantage at the large langua…”

“Grok's wildly underestimated.”

“I'd invest in GroK, and I would probably short Anthropic. No, I would short OpenAI.”

“I think it's more the slope on the Grok team. They have, they're doing something which I respect a lot, which is to hire missionaries for the data curation part, and they call it AI tutoring. And they I think the morale is much, much better in that team than b…”

“And it is the largest use case for Grok on their image and video generation is erotic creation.”

“There's only five or six people that can exert margin pressure at all on Nvidia. This was potentially one of them, and let's get it off the table.”

“There's this, everyone, you know, six months ago, if you said, I think we should buy Cerebus or Grok for 20,000,000,020 billion, you're at one of these other companies, you know, five people would dump at you and say, idiots. Now you say it and they go, well, …”

“No, we're not going to throw Grok in there at all.”

“You look at Grok, heavy, it's 300 a month. ChatGPT, 200 a month. Gemini Ultra, two 50 a month. So we're seeing 10 X higher prices paid, and you have consumption revenue on top of it. So for the power users, they're paying incredibly high subscription rates plu…”

“No compute equals no revenue, but compute and a shitty model also equals no revenue. See Grok for details, right?”

“The wall street journal today published the market shares in the enterprise for open AI, Claude, Gemini and Grok. Grok is a rounding error going to the prior conversation, right? It's not making any progress. But everything is so multimodal that it said Gemini…”

“It's going to be a very hard story to become Model independent, or rather stay model independent when you're attached to a model lab. So they're going to want to push Grok, the models, the products are going to become increasingly oriented around Grok, and tha…”