They should laugh while they can ;) Still waiting for the crash and to see what lives on and what gets recycled. My bet is that grok is here to stay ;)
(Don't hurt me, I just like his chatbot. It's the best I've tried at, "Find the passage in X that reminded me of the passage in Y given this that and the other thing." It has a tendency to blow smoke if you let it, but they all seek to affirm more than I'd like, but ain't that the modern world? It can also be hilariously funny in surprisingly apt ways.)
If models get commoditised, distribution (and vertical integration) become key. OpenAI and xAI are the only companies that seem to be well hedged for this risk.
(Don't hurt me, I just like his chatbot. It's the best I've tried at, "Find the passage in X that reminded me of the passage in Y given this that and the other thing." It has a tendency to blow smoke if you let it, but they all seek to affirm more than I'd like, but ain't that the modern world? It can also be hilariously funny in surprisingly apt ways.)