Grok 4 Launch Breakdown, OpenAI to Release Web Browser | Chris Paik, Will Bruey, Joel Becker, Dylan Parker, Eric Olson, Ghita Houir Alami, Elliot Hershberg, Karim Atiyeh

**John Coogan** (0:00)
We are live from the TBPN Ultradome, the Temple of Technology, the Fortress of Finance, the Capital of Capital. Today, we are covering Grok 4, launched. We're gonna break that down. The Third Browser War has begun. Every artificial intelligence company is getting in the game, launching new browsers.

**Jordi Hays** (0:19)
A browser.

**John Coogan** (0:20)
The new Volkswagen electric bus is a flop, according to the Wall Street Journal.

**Jordi Hays** (0:25)
Ouch.

**John Coogan** (0:25)
Apparently, Linda Iaccarino was not fired for the Grok dust-up with the crazy hallucinations that were going on. We have more details there and...

**Jordi Hays** (0:35)
Well, and I don't... Why would anyone think that she was considering that?

**John Coogan** (0:39)
That was in the timeline. That was for sure in the timeline. People were talking about that. Like, oh, like this happened and she stepped down within like six hours.

**Jordi Hays** (0:46)
Oh, really? Yeah, totally. My read on it was clearly Grok and XAI are not her domain.

**John Coogan** (0:53)
Yeah, totally, obviously.

**Jordi Hays** (0:56)
And Grok was saying some things about her that should never be said.

**John Coogan** (1:01)
Yes.

**Jordi Hays** (1:02)
And my read on it was, who knows? When Elon commented on her post and said, thank you for your contributions, it's like the boilerplate text. And so I'm sure that their relationship is maybe not as good as it was day one.
But I almost thought it was maybe the, you know, Mecca was the straw that broke the camel's back. And she basically said, look, like, you know, I can no longer, you know, bet my career on this platform.

**John Coogan** (1:32)
Maybe. Yeah. I mean, we can debate it. There's more reporting in the Wall Street Journal about what actually happened. And that story, which we'll get into, is kind of pointing to this idea that it had been doing the works for a while.

**Jordi Hays** (1:46)
Yeah.

**John Coogan** (1:46)
And that was not the straw that broke the camel's back, that was like the papers had been signed. Everything had been signed before that.
And then the dust up happened with Grok. But the bigger news is that they actually got Grok 4 out and people are excited about it, so we'll talk about that. And then the other Grok, GROQ, the CEO of that company we had on the show.

**Jordi Hays** (2:08)
Is it yesterday? I'm losing track of time.

**John Coogan** (2:10)
It was very recently, no, it was Tuesday. Apparently, they're out raising it $6 billion and we have some more details on that company, so that's interesting. Anyway, let's tell you about ramp.com. Time is money, save both, easy to use corporate cards, bill payments and a whole lot more, all in one place.

**Jordi Hays** (2:25)
They have a new agent launch today. Yep, Karim will be joining later in the show. We're excited for him to break it down.

**John Coogan** (2:32)
So let's break down the Grok 4 launch. Didi Das has a summary in saying that Elon Musk has pulled it off again, absolutely crushing the AI wars with Grok 4 And we can go into some of the Meta.

**Jordi Hays** (2:42)
Crushing the benchmark wars.

**John Coogan** (2:44)
For sure. And there's a question about like, are we post benchmark? Does this matter? What's the real question to be asking here? But there's a bunch of interesting takes. So just summarizing the core announcements. Post-training RL spend was equal to pre-training spend for this release. That's the first time it's ever been like that. I think when you go back to the original RLHF stuff that ChatTPT was doing, that kind of unlocked like, oh wow, this really, really works. I'm pretty sure the pre-training spend was an order of magnitude or two orders of magnitude bigger.
Now, we are truly in this reinforcement learning regime. $3 per million input is tokens, $15 per million output tokens, 256,000 token context window priced 2X beyond 128K. It's number one on Humanity's last exam, which interestingly was a-

**Jordi Hays** (3:36)
Which is effectively like post-graduate, PhD level problems, but across a bunch of different domains. So everything from literature to physics.

**John Coogan** (3:46)
Yeah, kind of like the hardest SAT possible. Interestingly, I believe that benchmark was created by Scale AI. And so Alex Wang is now at Meta trying to figure out how can we beat our own exam.
And Elon's just like, I'm number one at your thing.

**Jordi Hays** (4:00)
Interesting dynamic. Yeah. The real test would be Elon doing the same problem set himself and saying, look.

**John Coogan** (4:10)
Well, yeah, I mean, I was talking to Tyler about this before the show. It's like humanity's last exam. It's like really good at PhD level math, PhD level stuff. But how often are you running into those types of problems?