Gene Munster predicts Elon Musk’s Grok could become the AI leader by January as it rapidly closes the gap with OpenAI and Anthropic.

Musk told a SpaceX all-hands that AI revenue will pass all other products by September, and that Grok will be trained on staff.

Grok 4.6 does not establish an uncontested performance lead. Its launch instead presents a different proposition: frontier-level intelligence, large improvements over the previous…