Venture capitalist Bill Gurley speculates that Elon Musk might open-source future Grok models, citing xAI's resources and activity across the AI stack. This move, if it occurs, could redistribute economic value from high-margin frontier AI labs to AI infrastructure providers by increasing intelligence per dollar for end-customers.
A shift to cheaper, open-source models would increase ROI on AI spend, driving incremental token demand and redistributing margin dollars to infrastructure providers.