Grok

“They actually are doing things that I think no other sort of big company would do. It's really, really well done. It's a really thoughtful UI. It's got a really powerful foundation model. I think it also is like, okay, wait, maybe this is not a two horse race …”

“Now, if we're being honest, you know, Anthropic is you know, in a quiet period, so maybe they've slowed down a little bit, but I do think the rest of the world has accelerated, you know, OpenAI is clearly accelerated. Open source, I think, has accelerated more…”

“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…”

“The one thing we all knew in startup world is that if I have a two-year lead on you, and you try and cast me by hiring a thousand engineers, you're gonna wreck your company. Like, that never works. It's a mythical man month. Nine women can't have a baby in a m…”

“Cerebris, Grok and a couple others that are coming out of stealth now, I think have made a very interesting bet on not just building another GPU, but actually building a different kind of accelerator that focuses on a different memory hierarchy. They want to m…”

“Cerebris and Grok and maybe a couple others, you should think of them as accelerators. What they are really good at is being used in conjunction with a more traditional GPU-like device that critically has this off-chip memory built in.”

“I think this is actually the beginning of Grok being the third foundation lab that is truly in the game.”

“I think OpenAI and Anthropic are clearly on the frontier. Who knows what's happening with Google and then Grok and Meta are chasing them. Meanwhile, the Chinese are very capable, very smart, and also definitely distilling these models to sort of stay about six…”

“And what's wild to me is that probably on the margin, Anthropic is losing share to OpenAI, to open source, and to Grok, and they're still growing so fast.”

“If you look at what Cerebrus and Grok and NVIDIA are up to, they're making inference 10 times, five times, every year, and you're the chip master here, Gavin, but they'll be five to 10 times more efficient every 12 to 18 months.”

“Grok, 4.5, and Cursor, the sum of that probably hits a ten billion dollar ARR pretty quickly.”

“If you have five companies that have this level of intelligence, it's a price war. It commoditizes. So I think we should assume, and we've talked about this on the show, that intelligence is gonna commoditize.”

“A million tokens on fable is about sacks, 56 bucks. A million from soul is about 26 bucks, which is the same as cloud for eight. A million input tokens from on grok is about a dollar 50. Zucks is about a dollar 50, Elon's about a dollar, and the Chinese models…”

“Because right now we've got, you know, Anthropics ahead at the moment. We have OpenAI and Gemini five percent behind, like not far behind. Grok just, SpaceX Grok Nazi model just came out with like a model that's in like the top At the top of some of the benchm…”

“They had available capacity because the Grok model wasn't used very much. So they had these GPUs that were sitting around and that's a bad idea. And so they sold a whole block of them or released a whole block of them to Anthropic.”

“The Grok 4.5 trillion parameter model is training. One would hypothesize based on scaling laws that that will might be a better base model. And then the cursor data is being injected into the pre-training process, not just reinforcement learning.”

“And like, I use like Grok for image stuff because candidly, it's just way better. It's like not even close. Like Grok is the only one that's cared about image stuff. So like their image stuff is just way better.”

“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…”

“So the one thing that Codex is never going to be able to support is running Gemini models. You know, they will always be in the GPT family. Same thing for, you know, Claude, like they're not gonna, you know, have GPT models. Gemini is not gonna have Grok model…”

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

“I think, you know, if you're not using one of the large language models, whether it's Claude, my favorite, ChatGPT, Grok Gemini, you know, from a business perspective, since this is a business and student audience, you're falling way behind. That if you don't …”

“I have started running Kimmy 2.5 on a Mac studio. It's not as good as Claude or Gemini or Grok, but you can probably do about 80% there for free.”

“Grok did more revenue last month than Claude in the iPhone app store.”

“Became a general partner at Social Capital and where we were the first fifty-five million dollars or so, you know, into Grok at, again, a time when that was pretty contrarian”

“Grok's all in. For all lawful use cases across all classified and unclassified networks”

“Because I imagine some agencies aren't operating in classified environments. It's going to be much easier for them to onboard to a Gemini, or an OpenAI, or a Grok very quickly.”

“We saw like half of Grok's founders have just left in the last month or two for a whole bunch of different reasons.”

“Cause like, I should just be using Grok and it's also 10 X cheaper.”

“Elon Musk announced that XAI is moving away from traditional academic benchmarks like humanity's last exam to focus Grok on maximal utility for real world engineering and Software development.”

“Grok, one percent, 1.6% market share among U.S. Daily active users of chatbots in January, 20, 25. A year later, it's at 15.2%. It's the fastest growing chatbot in the US as far as daily active users on mobile goes.”

“And they're announcing in the Financial Times that their revenue is now similar to Grok. Over four hundred million.”

“As the consumer products and the enterprise products have kind of fallen behind or failed to, you know, fully catch up.”

“And so then I tried this across models, and I saw consistently across Grok, and GPT, and Gemini, that you were seeing this phenomena where models will, like, self-correct themselves quite a bit, and these were, like, non-thinking models. They were, like, the s…”

“OpenAI's, ChatGPT's market share has dropped from 69% in January, this is according to Apptopia, from 69% in January, twenty-twenty-five to 45.3% in January, 26. Now it is growing, but in that same time, ah, let's see, Gemini has gone from 14.7% chatbot market…”

“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…”

“The first wave of AI hardware bets, Graphcore, Cerebris, Samanova Grok, where they all made the same bet on memory and putting the memory on the chip.”

“You've got, like, CPX, you've got, like, the standard GPU, and now you've got the Grok chips, and they all fill a different niche, but really it screams, oh crap, we don't really know exactly where AI is going, which I don't think anyone does, right? I mean, i…”

“So, they're in discussions ahead of a blockbuster IPO planned for later this year. The combination would bring Musk's rockets, Starlink satellites, and X social media platform, and the Grok AI chatbot under one roof.”

“Like if you use or compare ChatGPT, Gemini Claude, Grock. I think they are all pretty much on the same level. Like, and I think that's because they're trying to do everything. Like the generalist models for a general person to do a lot of things. I mean, Claud…”

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

“Imagine, imagine they did go out of business. The reason they'd go out of business is because some other model company, whether it be, you know, Anthropic or Gemini or Grok, like really blew them out of the water. But if that were to happen, the group that mas…”

“Three point oh is coming in a couple of weeks. Then we're going to do Grok. With XAI and we'll see where we get to with the other two.”

“Well, for sure, you know, Grok and ChatGPT I use every day. And then you know, probably I've been playing with, like Veo and Nano Banana a lot on a daily basis of the big guys.”

“I divested my Grok shares as part of joining the government back in like February or March.”

“Grok, no, Grok, the AI platform, not the one that offline was part of, who just raised more money, by the way. 85% of the images that it's producing right now are nude or sex related.”

“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, …”

“And then we get this, and it makes whatever erotica is going to come out of OpenAI is probably not going to be as controversial as what's happening with Grok right now, right?”

“This is powered by Grok.”

“I think their image and video progress is probably the steepest slope I've seen of any of the companies.”

“And again, like rock is now number two on LM arena after Gemini three pro.”

“What we are quickly seeing is that there's going to be a highly fragmented layer of decoding chips that exist in the marketplace. Grok is one. TPU is one. Microsoft has a spin. Amazon has Inferentia. Facebook, I think, is Apparently spinning up their own silic…”

“I think the search franchise is going to grow, and that Google is not going to lose to ChatGPT, and I think the big loser in all this is going to be OpenAI, because they started with a hundred percent of the market, and they're only going down, and they're fac…”

“You know, what it's going to do, whether it be Sora, Grok, all the, it's just going to make production costs, filming, DPs, costumes. I mean, it's just, and then you're going to be able to, Either bring Betty Davis back or Elizabeth Taylor. It's going to happe…”

“Unlike Uber and the rideshare market, which lent itself to winner takes most or winner takes all, chat is entirely not like that. Because I could have the same conversation with Gemini, and Meta is going to give me the tools to do this, and Grok is going to gi…”

“And then the best AI's in the world are in the consumer products, right? And so if you use the, if you use, you know, current day chat GPT or Grok or any of these things, like, you know, I can't spend more money. You know and, get access to a better AI. It's i…”

“Fortunately, so far what we're seeing in the market is that it's hyper competitive. There's five major model companies all making huge investments. And the benchmark, the model performance, the evaluations are relatively clustered. And there's a lot of leapfro…”

“Now something we're going to be adding is the ability to have a curated following tab, because the problem is, like, if you follow some people and they're maybe a little more prolific than you're, you know, you follow someone and some people are much more, you…”

“Yeah, my guess is it's probably on the order of 50 k h 100, something like that.”

“And mission control where you will have Codex, you have Claude, you have Grok, every model you want. Yeah. Each working across their own branches, Then you have the IDE, so you can bring up VS code, where you can do the diff on each of the branches output”