Comment by dmode

Can someone explain to me what's the point of Grok anymore? I don't understand why we need a third or fourth closed frontier model. It is clear that chatGPT has locked down the consumer play, and may be Gemini is there. Claude has enterprise locked up, followed by chatGPT and Gemini. Enterprise switching costs are notoriously high, and even if they switch, they have chatGPT or Gemini to choose from. Beyond that, you have a vast array of open source models (DeepSeek, Kimi, and now Meta's Spark and Glimmer). So, why would anyone need a third or fourth frontier model and why would SpaceX spends billions in CapEx for a very small market share