Grok
includes Grok 4.3, Grok 4.5, GroK Four, Grok Build
5 statements across 4 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Nov 19, 2025 by Ari Emanuel · said 23 times in 6 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by Gavin Baker (17), Patrick O'Shaughnessy (2), Ben Thompson (2), Ari Emanuel (2)
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2026 16 mentions in 4 episodes 4 per episode
- Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
- What Happens When the AI Boom Runs Out of Money · Invest Like The Best
- Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- What 100 Years of American Finance Tells Us About Today · Invest Like The Best
- every mention in 2026, scene by scene →
Everything said about Grok, oldest first
Nov 19, 2025 neutral
Emanuel: AI will slash production costs and resurrect deceased actors
“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…”
Aug 4, 2026 bullish
Aug 18, 2026 positive
Thompson: Chinese AI labs remain 6 to 9 months behind frontier models
“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…”
Aug 25, 2026 positive
Movva: Cerebras and Groq Bet on Maximizing On-Chip SRAM Over Traditional GPUs
“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…”
Aug 25, 2026 neutral
Movva: Cerebras and Groq will serve as accelerators alongside traditional GPUs
“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.”