No Priors AI Inside the Wallet of Grok's AI Companion
Sep 21, 2025
The podcast dives into the launch of Grok 4, highlighting a remarkable 325% revenue jump and surge in downloads. Discussion revolves around how the introduction of anime AI companions, while popular, has a more modest impact on revenue. The conversation shifts to pricing strategies, notably the $300 tier for Super Grok Heavy, and debates the importance of prioritizing quality over marketing gimmicks in AI product development. Exciting insights reveal how these changes might reshape the future of AI-driven revenue models.
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Author's AIbox Pitch And Use Case
- Jaeden promotes his startup AIbox.ai as a way to test many top AI models in one platform for $20 a month.
- He frames it as useful for comparing different model responses in a single thread.
Model Upgrades Drive Big Growth
- Grok 4's launch produced a dramatic, immediate revenue and download spike for Grok on iOS.
- The model upgrade drove far larger growth than later cosmetic companion features.
Companions Are Marketing, Not Magic
- The anime/companion feature produced a noticeable but much smaller bump in installs and revenue.
- Users value improved underlying model capability more than novelty chat companions.