Grok

includes Grok 3, Grok 4, Grok 4.2, Grok 4.6, Grok 4.1, Grok 4.5, Grok Imagine, Grok 5, Grok 2, Grok 4.7, Grok III, Grok Companion

21 statements across 15 episodes · 8 bullish · 3 bearish · 5 people on the record · first statement Nov 19, 2024 by Jordi Hays · said 392 times in 90 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by John Coogan (113), Jordi Hays (67), David Perell (3), Aravind Srinivas (3), Tyler Cosgrove (2), Satya Nadella (2), Marc Andreessen (2), Guillermo Rauch (2)

tap a year for its mentions
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02550202420252026episodes it came up in
00325650202420252026episodesmentions per episode
2026 123 mentions in 38 episodes 3 per episode
2025 250 mentions in 44 episodes 6 per episode
2024 19 mentions in 8 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Grok, oldest first

Nov 19, 2024 neutral
Opinion
Hays: Altman's Grok vs ChatGPT post was savvy content marketing
“So I actually saw a deeper dive on that on Sam's post and it did seem like he had sort of strategically cropped it or screenshot it in a way to not give the sort of like final conclusion. So I think what Sam was doing is what, you know, a lot of people do, whi…”
Jordi Hays Nov 19, 2024 ▶ 1:53:04 Who's Getting Rich Off Ozempic? (e12)
Jul 19, 2025 neutral
Assertion Supported
Hays: xAI launched an NSFW anime mode in Grok
“Grok launched a NSFW anime mode to the app, audio and visual.”
Jordi Hays Jul 19, 2025 ▶ 11:13 Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
Jul 19, 2025 positive
Insight
Hays: Musk's brand legitimizes NSFW AI spending for mainstream users
“The unique thing about this launch is that there has never, you know, clearly many people around the world spend money on OnlyFans or other NSFW content, and, but Elon has never created a product for those type of people. And so I think the sort of latent dema…”
Jordi Hays Jul 19, 2025 ▶ 27:41 Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
Jul 19, 2025 positive
Assertion Supported
Coogan: Grok signed a contract with the US Department of Defense
“So one was that Grok had signed a contract with the department of defense.”
John Coogan Jul 19, 2025 ▶ 13:52 Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
Jul 19, 2025 bullish
Assertion Supported
Hays: Grok is the top free app on Japan's App Store
“It is the number one free app on the Japanese app store. It is above ChatGPT and all the different local products that I can't read the names of.”
Jordi Hays Jul 19, 2025 ▶ 24:22 Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
Jul 26, 2025 neutral
Prediction Held up
Hays: Meta will pursue AI companionship but avoid romantic companion modes
“I still think they'll take more shots on goal around companionship. Will they go grok waifu mode? No. I don't think they want that revenue line.”
Jordi Hays Jul 26, 2025 ▶ 34:58 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Aug 8, 2025 positive
Assertion Supported
Andreessen: Elon Musk Reconfirmed Plans to Open-Source Older Grok Models
“Elon reconfirmed overnight that he's going to, you know, open source, you know, start open sourcing previous versions of Grok.”
Marc Andreessen Aug 8, 2025 ▶ 17:15 Marc Andreessen on Why Apple Might Miss the Next Platform Shift
Aug 12, 2025 negative
Insight
Coogan: Bolting productivity tools onto social networks creates poor UX
“Whereas going from photos to videos, to reels, to stories, like all of that works within the same kind of UX, UI space. But if you try and bolt on like a productivity tool into a social network, it winds up being a little rough.”
John Coogan Aug 12, 2025 ▶ 20:54 BREAKING: Sam Altman VS Elon Musk
Aug 12, 2025 negative
Opinion
Coogan: People disbelieve Grok because they think it is insane
“Yeah, but this is four-D chess, because in general, people don't believe Grok, because they believe it to be insane.”
John Coogan Aug 12, 2025 ▶ 9:39 BREAKING: Sam Altman VS Elon Musk
Aug 12, 2025 neutral
Opinion
Coogan: Most Grok tokens and prompts likely flow through the X app
“Like I bet, I wouldn't be surprised if the majority of actual prompts or tokens flow through X, the everything app.”
John Coogan Aug 12, 2025 ▶ 4:44 BREAKING: Sam Altman VS Elon Musk
Aug 16, 2025 neutral
Insight
Hays: Technical Benchmarks 20% Better Do Not Drive Consumer Switching
“People don't switch products because something is. 20% better in this technical way, right? They develop habits.”
Jordi Hays Aug 16, 2025 ▶ 18:29 Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
Oct 28, 2025 bullish
Disclosure
Nadella: GitHub Agent HQ will orchestrate multiple AI models across branches
“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”
Satya Nadella Oct 28, 2025 ▶ 6:22 Microsoft CEO Satya Nadella Live on TBPN
Jan 8, 2026 neutral
Prediction Not checkable as stated
Coogan: OpenAI's adult content will likely cause less backlash than Grok
“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?”
John Coogan Jan 8, 2026 ▶ 2:17 xAI Raises $20B, Anthropic’s $350B Valuation, OpenAI Launches ChatGPT Health | Diet TBPN
Jan 8, 2026 neutral
Assertion Supported
Coogan: Razer's Project Ava AI companion is powered by Grok
“This is powered by Grok.”
John Coogan Jan 8, 2026 ▶ 10:20 xAI Raises $20B, Anthropic’s $350B Valuation, OpenAI Launches ChatGPT Health | Diet TBPN
Jan 30, 2026 neutral
Assertion Supported
Hays: SpaceX and xAI in merger talks ahead of planned IPO
“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.”
Jordi Hays Jan 30, 2026 ▶ 21:11 Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN
Feb 3, 2026 neutral
Insight
Patel: Nvidia is diversifying chip architectures due to AI uncertainty
“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…”
Dylan Patel Feb 3, 2026 ▶ 6:11 FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
Feb 11, 2026 bearish
Opinion
Hays: xAI's consumer and enterprise products have fallen behind
“As the consumer products and the enterprise products have kind of fallen behind or failed to, you know, fully catch up.”
Jordi Hays Feb 11, 2026 ▶ 7:06 Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN
Feb 12, 2026 bullish
Assertion Supported
Hays: Mistral reaches over $400 million in revenue, rivaling Grok
“And they're announcing in the Financial Times that their revenue is now similar to Grok. Over four hundred million.”
Jordi Hays Feb 12, 2026 ▶ 28:27 AI Isn’t Covid, FBI probes Tai Lopez, Mistral’s $2B Sweden bet | Diet TBPN
Feb 19, 2026 neutral
Assertion Contradicted
Musk: xAI is pivoting Grok away from academic benchmarks toward engineering
“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.”
Jordi Hays Feb 19, 2026 ▶ 16:50 The AI lab market map, Robinhood brings startups to retail, GLPs & hedge funds | Diet TBPN
Mar 2, 2026 bullish
Prediction Not checkable as stated
Coogan: Non-Classified Agencies Will Rapidly Transition to Gemini, OpenAI, or Grok
“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.”
John Coogan Mar 2, 2026 ▶ 2:44 FULL BREAKDOWN: Trump BANS Anthropic
Mar 19, 2026 bullish
Assertion Supported
xAI's Grok generated more iPhone App Store revenue last month than Claude.
“Grok did more revenue last month than Claude in the iPhone app store.”
Jordi Hays Mar 19, 2026 ▶ 18:49 Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
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