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xAI to pay telegram $300M to integrate Grok into the chat app

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Re: xAI to pay telegram $300M to integrate Grok into the chat app

#71

Post by saubeidl »

linkage wrote: post #21
afavour wrote: post #6

Feels oh so telling that xAI has to pay Telegram and not the other way around. If these offerings were so great wouldn't we all be clamoring for it?

No matter how good your offering is, you always need marketing if you are competing against an established behemoth in the space like OpenAI. Even Google has been unable to make much of a dent in OpenAI's daily active users despite having superior distribution and (recently) comparable quality. Grok 3 is legitimately one of the best general purpose models out there. People don't know about it because ChatGPT is "good…

Grok3 could be leagues ahead of anything else in the game and yet a large portion of the western population would never use it due to its owners antics.

Re: xAI to pay telegram $300M to integrate Grok into the chat app

#72

Post by Spooky23 »

linkage wrote: post #21
afavour wrote: post #6

Feels oh so telling that xAI has to pay Telegram and not the other way around. If these offerings were so great wouldn't we all be clamoring for it?

No matter how good your offering is, you always need marketing if you are competing against an established behemoth in the space like OpenAI. Even Google has been unable to make much of a dent in OpenAI's daily active users despite having superior distribution and (recently) comparable quality. Grok 3 is legitimately one of the best general purpose models out there. People don't know about it because ChatGPT is "good…

It’s pretty good. I think it seems better especially early on because the guardrails aren’t as stringent.

ChatGPT is really wussified. I tried to edit a fence from a picture of my son hitting a baseball and it was flagged as violent content.

From a business context, i wouldn’t put my customers data anywhere near grok.

Re: xAI to pay telegram $300M to integrate Grok into the chat app

#73

Post by saubeidl »

MangoCoffee wrote: post #65
afavour wrote: post #27

Earlier quoted context omitted.

$300m could buy you a hell of a lot of marketing, no? Then people could choose to use your product rather than be forced to. We’re side stepping the elephant in the room: X/xAI/Musk’s brand is toxic and forcing the product onto users is one of few paths available.

>$300m could buy you a hell of a lot of marketing, no? a quick google search shown Telegram have 1 billion users worldwide. >X/xAI/Musk’s brand is toxic Is it?

It sure seems so:

https://www.arenaev.com/teslas_european_sales_keep_falling_w...

https://electrek.co/2025/02/03/teslas-sales-drop-double-digi...

Re: xAI to pay telegram $300M to integrate Grok into the chat app

#74

Post by aresant »

afavour wrote: post #6

Feels oh so telling that xAI has to pay Telegram and not the other way around. If these offerings were so great wouldn't we all be clamoring for it?

Not sure that's the right way to look at it

Premium Telegram users get to try for free, will move to a subscription model

Telegram has 12m premium users up from 4m in 2023, and 1b+ users

Not unreasonable to think a 5% take rate from just premium users at say $10/month extra

Which - at 50% revenue share to GROK - would be a ~$36m a year run rate for Grok

At $36m in this category of AI SaaS that's something like $400 - 500m in enterprise value out of the box

Re: xAI to pay telegram $300M to integrate Grok into the chat app

#75

Post by input_sh »

MangoCoffee wrote: post #65
afavour wrote: post #27

Earlier quoted context omitted.

$300m could buy you a hell of a lot of marketing, no? Then people could choose to use your product rather than be forced to. We’re side stepping the elephant in the room: X/xAI/Musk’s brand is toxic and forcing the product onto users is one of few paths available.

>$300m could buy you a hell of a lot of marketing, no? a quick google search shown Telegram have 1 billion users worldwide. >X/xAI/Musk’s brand is toxic Is it?

> Is it?

Yes.

Re: xAI to pay telegram $300M to integrate Grok into the chat app

#76

Post by ARandumGuy »

Is this the same Grok that started inserting talking points about "white genocide in South Africa" on completely unrelated queries? Even if you wanted some AI chatbot integrated with your chat app (which I personally don't), it feels like Grok is the worst one you could pick.

Re: xAI to pay telegram $300M to integrate Grok into the chat app

#79

Post by fourseventy »

saubeidl wrote: post #71
linkage wrote: post #21

Earlier quoted context omitted.

No matter how good your offering is, you always need marketing if you are competing against an established behemoth in the space like OpenAI. Even Google has been unable to make much of a dent in OpenAI's daily active users despite having superior distribution and (recently) comparable quality. Grok 3 is legitimately one of the best general purpose models out there. People don't know about it because ChatGPT is "good…

Grok3 could be leagues ahead of anything else in the game and yet a large portion of the western population would never use it due to its owners antics.

Most people have no idea who the CEO of the various tech companies are and don't care.

Re: xAI to pay telegram $300M to integrate Grok into the chat app

#80

Post by stackedinserter »

saubeidl wrote: post #71
linkage wrote: post #21

Earlier quoted context omitted.

No matter how good your offering is, you always need marketing if you are competing against an established behemoth in the space like OpenAI. Even Google has been unable to make much of a dent in OpenAI's daily active users despite having superior distribution and (recently) comparable quality. Grok 3 is legitimately one of the best general purpose models out there. People don't know about it because ChatGPT is "good…

Grok3 could be leagues ahead of anything else in the game and yet a large portion of the western population would never use it due to its owners antics.

Don't overestimate the size of that portion.
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