Elon, I'm going to be honest. I don't think it's possible for Grok to catch up with OpenAI or Anthropic at this point. They almost certainly have some impressive level of recursive self improvement going on internally. Their models are writing code, running experiments and speeding up research for the next model. Every month they get faster. You're not just 3 months behind. You're 3 months behind a rocket that's still accelerating. I genuinely hope you prove me wrong though. I'm rooting for Grok.

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AI Is The Most Powerful Joule In History Economic activity transforms energy -> GDP. Historically, technology has improved this conversion. AI represents humanity’s most profound conversion mechanism yet (~10x humans & growing). Energy-rich, low-income countries don't exist!

Inflation. Deficits. Wars. Fears of an artificial intelligence bubble. It feels like an unusually long list of reasons for investors to worry. Yet the headlines looked remarkably similar in the 1980s and 1990s, before the most durable equity bull market since the Roaring Twenties. Today, interest rates are hitting higher highs for the first time in more than 40 years, even as equities approach record levels. Official inflation measures remain elevated, but real-time data tell a different story. Oil remains a wildcard. Meanwhile, the cost of artificial intelligence is collapsing. These trends might seem contradictory. We believe they make more sense when viewed through 230 years of market history, not just the last 60. Could falling inflation, accelerating real growth, and disruptive innovation be setting the stage for history to rhyme again? Read @CathieDWood’s Investor Letter. ark-invest.com/articles/mark…