AIMPACT News, May 12 (UTC+8): Elon Musk’s AI model Grok is falling far behind rapidly growing competitors. Meanwhile, SpaceX’s large-scale compute leasing agreement with Anthropic has raised questions about whether Grok still has a chance to catch up with industry leaders. Since its launch two years ago, Grok has attracted millions of users through its integration with Musk’s social platform X and controversial features such as the “AI companion.” However, recent data suggests its growth momentum has stalled. According to AppMagic, Grok’s downloads in April this year dropped to approximately 8.3 million, down from over 20 million in January. A survey by Recon Analytics, conducted among over 260,000 U.S.-based AI users and professionals, found that in the second quarter of 2026, the proportion of respondents willing to pay for Grok remained virtually unchanged at just 0.174%, compared to 0.173% a year earlier. In contrast, over 6% of respondents indicated they had paid for ChatGPT. (Jinshi) (Source: ODAILY)
Grok Lags Behind Competitors in the AI Race, User Growth Stalls
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Summary
Grok is falling behind in the AI race as user growth slows, according to MetaEra. AppMagic data shows downloads dropped to 8.3 million in April 2026 from over 20 million in January. Recon Analytics reports that only 0.174% of U.S. AI users are willing to pay for Grok, compared to over 6% for ChatGPT. As altcoins to watch gain momentum, market attention is shifting toward assets linked to inflation data and broader macro trends.
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