[matt-p]

> They really need to change their trajectory then? They need to step up progress sure. > And regardless being owned by xAI, a failed AI company which turned into a datacentre operator probably won't help them to achieve that.

I think near unlimited access to compute is exactly what they need to train a frontier level coding model and serve it cheaply and profitably.

> The market for "coding harnesses" and "AI IDEs" is already oversaturated

I think my entire point was that it's not just a AI IDE. It's a coding focused model (currently Composer 2.5, soon hopefully something better), a Github Replacement, PR review/Bug Bot, Cloud Agents and so on and so forth. It's a ecosystem. An enterprise signs a MSA with you and gets everything they need all in one place.

[pqtyw]

> unlimited access to compute

Yes because Grok failed and they now have "unlimited" compute they can sell to other. I mean you are right that if they did X, Y and Z they could be very successful but their is no indication that might happen. In any meaningfully way seems like Cursor has peaked a while ago.

> An enterprise

Well either they are the type of companies which just buys whatever Microsoft is selling OR they let their developers to mostly pick what they feel is the best tool for the job on their won. I don't think there is that much in between (and its a cutthroat market e.g. GitLab)

> a Github Replacement, PR review/Bug Bot, Cloud Agents

Those things are a dime a dozen, you can vibe code them in weeks/months and there plenty of options on the market already. Well not Github of course, but there are various reason for that which have little to do with product quality and features (not that I think there are many companies which could build a meaningful GH replacement in a realistic time period despite its many flaws).

I just don't really see a huge income stream for dev tools companies (just like there never was) they can skim of something from the top by reselling AI models (generally at zero or negative margins..) but that's not the most lucrative business model when you have no real moot.

[ballon_monkey]

How did grok 'fail' ? This is news to me.

[pqtyw]

By not succeeding? It's an also ran, a closed proprietary model which is behind Anthropic, OpenAI, Google and a a bunch of Chinese companies, how do you make money with a produce like that? (besides the absurd IPO of course...)

[hackermanai]

At least it didn't succeed yet. They should drop a model somewhere, beating something else in some use case, and maybe people would use.

[XorNot]

My company has Claude. People were excited to use Claude. Absolutely no one, despite the option, considered a grok model.

[Saline9515]

For a lot of people, Grok is the first AI they got to use through Twitter. Grok does get quite a lot of usage, and isn't out of the game - coding tools aren't the only use case for AI.

[bdangubic]

this is like saying people still use google glass. sure, some people might but AI-wise it is as dead of a product as it gets

[Saline9515]

Google glass has been discontinued? Besides, many people use it on Twitter everyday. Usage is not limited to what you can see on the Openrouter dashboard.

[jerojero]

these users are probably losing the company money.

the failure is in converting regular people into actual ai product consumers. Companies are realising that the money is not in regular consumers but in enterprise and they are not considering grok as a serious alternative.

if anything, the name, the branding and the x/twitter affiliation has hurt adoption from money makers rather than help it.

so yes, people know it, but no one is willing to pay for it

[Saline9515]

Depends, Grok stimulates engagement and pushes to stay on the plaform and feed it data. If anything, it helped justify a massive valuation for SpaceX, which is a metric of success for most corpos.

[ballon_monkey]

"my company doesn't use it so no one uses it" - typical out of touch HN commenter.

[mthoms]

Given that Grok is selling all of the compute capacity from its flagship data centre out to a direct competitor sorta speaks for itself.

Does it mean they are out of the race? I have no idea, but things don't look great.

https://news.ycombinator.com/item?id=48037986

[rtehfm]

They're only selling compute from Colossus 1.

[bjelkeman-again]

Seriously though. I haven’t heard anyone use Grok in software engineering context. Maybe I live under a rock.

[youre-wrong3]

There are more uses to AI than just software engineering…