Grok

includes Grok 3, Grok 2, Grok Three, Grok 4, Grok 4.3

5 statements across 4 episodes · 5 bullish · 0 bearish · 4 people on the record · first statement Mar 2, 2025 by Bill Gurley · said 35 times in 10 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Brad Gerstner (18), Bill Gurley (8), Sunny Madra (5), Jensen Huang (2), Gavin Baker (2)

tap a year for its mentions
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002448202420252026episodesmentions per episode
2026 2 mentions in 1 episode
2025 32 mentions in 8 episodes 4 per episode
2024 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Grok, oldest first

Mar 2, 2025 positive
Assertion Supported
Gurley: Only DeepSeek and Grok broke into App Store top 10
“And only deep seek and Grok Of all the others have shown the ability to break into the top 10 on the app store download.”
Bill Gurley Mar 2, 2025 ▶ 7:05 Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Mar 2, 2025 bullish
Prediction Not checkable as stated
Gerstner: OpenAI is accelerating and widening its consumer AI lead
“The odds on favorite there has to be open AI. I think they continue to widen their gap, by the way, Bill, I think they're accelerating at scale, but that's where the race is.”
Brad Gerstner Mar 2, 2025 ▶ 21:04 Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 20, 2025 bullish
Opinion
Gerstner: ChatGPT engagement is radically more resilient than expected despite competition
“ChatGPT has been radically more resilient, and the engagement has increased much faster than I think any of us would have thought with that level of competition coming out.”
Brad Gerstner Jun 20, 2025 ▶ 20:47 Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
Sep 26, 2025 positive
Opinion
Huang: Every country must develop sovereign AI capabilities
“And so I think that, that every country needs to have some sovereign capability. I recommend that they all use OpenAI, they all use Gemini, they all use, you know, these, Open models. You use Grok, and I think they, I recommend they all do that. I recommend th…”
Jensen Huang Sep 26, 2025 ▶ 1:01:14 NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Jun 11, 2026 bullish
Assertion Partly supported
Baker: Grok 4.5T parameter model is injecting Cursor data into pre-training
“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.”
Gavin Baker Jun 11, 2026 ▶ 30:42 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
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