Grok 3’s Insane Speed: The Hardware Flex
Alright, let’s talk Grok 3. And deep research. And why the whole AI arms race just took another wild turn.
So, Matt and Bradford stayed up (or, let’s be honest, kinda half-slept through) the big XAI reveal. And the TL;DR? Grok 3 is fast. Like, stupid fast. They managed to roll out 100,000 NVIDIA H100s at their Memphis site in about four months, while traditional providers quoted 18-24 months for the same job. That’s not just an edge—that’s a slaughter. And Elon? Naturally, he made sure we all knew that if XAI had waited those two years, it would’ve been “too late.” Classic Musk.
Benchmarking Like a Boss: How Grok 3 Stacks Up
But here’s where things get interesting: Grok 3 is benchmarking hard. It’s flexing strong LM arena scores, meaning it’s going head-to-head with other LLMs and holding its own. Bradford tested it with some complex code, and it didn’t just summarize it—it color-coded the breakdown. Alright, that’s pretty cool. But is it gonna be the coder he relies on full-time? Eh, jury’s still out.
Grok in Your Tesla: Cool, but Game-Changing?
Now, Tesla’s talking about bringing Grok into your car. And yeah, it makes sense. Voice commands have been around forever, but they’re... let’s just say “dumb.” Siri is basically an overpaid goldfish at this point, so if Grok can outthink it, Tesla drivers might actually use voice AI for once. But does this change Tesla’s earnings? No. It’s just an upgrade, not a revolution.
Grok 3 vs. Deep Research: AI Just Broke the Game
And speaking of revolutions— Grok 3 vs Deep Research is shaping up to be one of the biggest AI battles yet, flipping the entire research game on its head. Matt ran a test using ChatGPT’s deep research feature, told it to analyze a company, grabbed lunch, came back, and boom. A fully sourced, multi-cited report, wrapped and ready. That’s the kind of efficiency that used to take analysts days, if not weeks. And this is just the start.
The Big Picture: AI is Rewriting Economic Rules
Here’s the big takeaway: AI isn’t just accelerating. It’s shattering the old rules. Remember the whole “stocks return 8% a year because that’s the historical average”? Yeah, forget that. The rate of technological progress is going to make a joke out of those old models. Markets are going to move faster, the gaps between winners and losers will get wider, and the companies that leverage AI the smartest? They’ll be the ones that 100x while the slow adopters get left in the dust.
Final Thought: The Future is Moving Fast
So yeah, Grok 3 is making waves. But the real story here? AI isn’t just a tool—it’s an economic force that’s rewriting the rules in real time. And if you’re still thinking in decades-old investment models? Might wanna update that firmware.
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