05/12/2026
Elon Musk's Grok is losing the AI race — and in a striking twist, Musk himself is helping a rival pull further ahead.
That's the through-line of a new piece in The Wall Street Journal, which lays out how Grok's growth has stalled across consumer downloads, paid subscribers, and enterprise adoption, even as SpaceX rents out massive compute capacity at its Colossus 1 data center to Anthropic.
The enterprise picture is especially telling. ETR Chief Strategist Erik Bradley shared the latest data with the WSJ: 48% of technology leaders said their organizations are using and plan to keep using Anthropic's Claude this March, up from 21% a year earlier. Google's Gemini reached 40%, up from 27%. Grok climbed too — but only from 4% to 7%.
Coding assistants are at the forefront of the AI race, and corporate adoption is driving rapid revenue growth. Right now, Claude and Gemini are doing the running.
Read the full WSJ piece: https://hubs.la/Q04ggrSN0