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Rani Molla

Grok has 64 million monthly users while ChatGPT has 700 million weekly users

Daddy, it seems, is very much not home.

CEO Elon Musk spent the majority of his time at xAI this summer rather than at Tesla, where he recently claimed to have shifted his focus, The New York Times reports. The piece is full of other great details on his AI startup — read it all — but here are some notable tidbits from the story and from one of its reporters, Kate Conger, who shared extras on social media:

  • xAI’s Grok has 64 million monthly users, compared with OpenAI’s ChatGPT, which has about 700 million weekly users. Musk is currently suing OpenAI and Apple over what he says is unfavorable positioning on the iOS App Store.

  • Musk wanted Grok to be less woke and more popular, a command that led it to post antisemitic remarks and call itself “MechaHitler.”

  • Musk plans on building a Microsoft competitor called “Macrohard,” something he said he’s painting on the roof of xAI’s new Memphis data center.

  • xAI’s execs said after Grok 4, the next model will be called Grok 420.

UPDATE (September 19): Corrected headline of piece to reflect ChatGPT has 700 million weekly users, not daily.

Elon Musk Has Focused on xAI Since Leaving Washington

Elon Musk Has Focused on xAI Since Leaving Washington

  • xAI’s Grok has 64 million monthly users, compared with OpenAI’s ChatGPT, which has about 700 million weekly users. Musk is currently suing OpenAI and Apple over what he says is unfavorable positioning on the iOS App Store.

  • Musk wanted Grok to be less woke and more popular, a command that led it to post antisemitic remarks and call itself “MechaHitler.”

  • Musk plans on building a Microsoft competitor called “Macrohard,” something he said he’s painting on the roof of xAI’s new Memphis data center.

  • xAI’s execs said after Grok 4, the next model will be called Grok 420.

UPDATE (September 19): Corrected headline of piece to reflect ChatGPT has 700 million weekly users, not daily.

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Matt Phillips

Intel romps amid reported attempt to poach a 21-year Taiwan Semiconductor veteran

A report in the Taiwanese press that Intel is attempting to recruit a recently retired top Taiwan Semiconductor executive, Wei-Jen Lo, to lead R&D at Intel’s troubled foundry division may account for the bump in Intel shares Tuesday, one analyst told us.

A synopsis of the report from technology analysis and news outlet TrendForce News notes:

“If confirmed, the move could have significant implications for TSMC and the broader Taiwanese semiconductor industry, especially as Intel aggressively expands its foundry business with support from Washington and backing from tech giants like NVIDIA and SoftBank, the report adds.”

But some skepticism about Lo, 75 years old, returning to Intel, where he worked before joining TSMC in 2004, is also warranted, TrendForce says:

“Industry insiders cited by the report say it is unlikely he would join Intel again, given TSMC’s non-compete rules, Intel’s status as a direct competitor, Lo’s advanced age, health considerations, and his long-standing loyalty to TSMC founder Morris Chang. On the other hand, some industry observers warn that Lo, a U.S. citizen, would be difficult for TSMC to restrict, even with non-compete clauses.”

Intel shares have doubled over the last three months, since the US government took a 10% stake in the company in August. Intel is the best-performing stock in the S&P 500 over that period.

Intel Reportedly Eyes Retired TSMC Veteran Wei-Jen Lo, Advanced Node Pioneer, to Lead R&D

[News] Intel Reportedly Eyes Retired TSMC Veteran Wei-Jen Lo, Advanced Node Pioneer, to Lead R&D

“If confirmed, the move could have significant implications for TSMC and the broader Taiwanese semiconductor industry, especially as Intel aggressively expands its foundry business with support from Washington and backing from tech giants like NVIDIA and SoftBank, the report adds.”

But some skepticism about Lo, 75 years old, returning to Intel, where he worked before joining TSMC in 2004, is also warranted, TrendForce says:

“Industry insiders cited by the report say it is unlikely he would join Intel again, given TSMC’s non-compete rules, Intel’s status as a direct competitor, Lo’s advanced age, health considerations, and his long-standing loyalty to TSMC founder Morris Chang. On the other hand, some industry observers warn that Lo, a U.S. citizen, would be difficult for TSMC to restrict, even with non-compete clauses.”

Intel shares have doubled over the last three months, since the US government took a 10% stake in the company in August. Intel is the best-performing stock in the S&P 500 over that period.

Rani Molla
Eye on AI
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All eyes on Google Search revenue

It’s hard to tell what’s happening with Search.

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Sunny blue sky with large storm clouds in spring.

This earnings season, all eyes are on cloud revenue growth

AI computing demand is generating huge revenue streams for hyperscalers, but the market is closely watching the pace of growth, which is slowing.

Jon Keegan7h
tech
Jon Keegan

Nokia surges as Nvidia invests $1 billion in company, a 2.9% stake

Nvidia is taking a 2.9% stake in Nokia, as the Finnish mobile networking company has successfully pivoted to AI and data center technology.

In a press release announcing the deal, Nokia said:

“Nokia intends to accelerate development of Nokia’s 5G & 6G RAN software to run on NVIDIA’s architecture and will make investments to drive Nokia’s strategic goal of increasing its presence in the AI & Cloud market with data center aligned networking solutions within its Network Infrastructure business. Nokia and NVIDIA have agreed to collaborate on AI networking solutions and explore opportunities to incorporate Nokia’s data center switching and optical technologies in NVIDIA’s future AI infrastructure architecture.”

Nokia’s stock shot up over 20% on news of the deal.

Nvidia to Invest $1 Billion in Nokia in AI Networking Push

Nvidia to Invest $1 Billion in Nokia in AI Networking Push

“Nokia intends to accelerate development of Nokia’s 5G & 6G RAN software to run on NVIDIA’s architecture and will make investments to drive Nokia’s strategic goal of increasing its presence in the AI & Cloud market with data center aligned networking solutions within its Network Infrastructure business. Nokia and NVIDIA have agreed to collaborate on AI networking solutions and explore opportunities to incorporate Nokia’s data center switching and optical technologies in NVIDIA’s future AI infrastructure architecture.”

Nokia’s stock shot up over 20% on news of the deal.

Rani Molla
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Slate trucks will use Yelp’s RepairPal network for service and Tesla’s Supercharger network

The “Tesla killer” will be using Tesla chargers.

Slate truck at Tesla supercharger

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