Previously, I thought Musk was foolish for spending $60 billion on Cursor. Now, I think Musk is pretty sharp. But Grok BOT’s moat isn’t that strong—Codex has DOT, Claude has Duet. However, for finance professionals, Grok BOT is a game-changer due to its deep integration with X. Beyond traditional news media, the most relevant financial and AI-related content is on X. But here’s an important point: If Grok BOT doesn’t compete in programming, it’s easy to push its capabilities as a personal AI assistant close to the ceiling. That’s because the highest ceilings—programming, video generation, 3D rendering, game development—are the most difficult engineering tasks. But how much money and effort does it take to compete in those areas? Like Muse, it’s enough to focus on users deeply embedded in its own ecosystem.