There's a HN article and discussion about Anthropic expanding to use Colossus 2. https://news.ycombinator.com/item?id=48214017 I think it's fairly clear that grok isn't using as much compute as expected.
So far seems like none of those use cases have generated meaningful income streams? The consumer/non-developer market is mostly dominated by OpenAI and Google anyway...
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