On Thursday, Gene Munster said xAI’s Grok is rapidly closing the gap with OpenAI and Anthropic. The Deepwater Asset Management managing partner foresees the chatbot taking the lead by January, as Elon Musk-led Space Exploration Technologies Corp.’s (NASDAQ:SPCX) growing engineering data could further boost future models.
Gene Munster Says Grok Is Coming for OpenAI, Anthropic
Munster took to X following the release of Grok 4.6, arguing that the latest model marks a major step forward for Musk’s AI ambitions.
“Elon just put OpenAI and Anthropic on notice,” Munster said, pointing to Grok 4.6’s jump from eighth to fourth place on the Artificial Analysis leaderboard. He added that he expects Grok to reach the top by January, driven by upcoming versions 4.7 and 5.0.
“This model is going to be a monster,” Munster said.
Grok 4.6 scored 61 on Artificial Analysis’ Intelligence Index, matching OpenAI’s GPT-5.6 Sol Max and trailing Anthropic’s leading models. The model also improved by five points from Grok 4.5 in roughly a month.
Grok 4.7 Could Get a Boost From Cursor Data
Munster said Grok 4.7, which he expects in about a month, will use data from Cursor for the first time.
The move could strengthen Grok’s coding and agentic capabilities, areas where the latest model has shown significant gains. Grok 4.6 is designed for long-running agents, software engineering and complex knowledge work.
Munster Sees Grok 5.0 as the Bigger Catalyst
The combination of additional coding data and potentially vast engineering datasets could give Grok another major boost, according to Munster.
Grok, whose 5.0 version Munster expects in November, is also competing on price. Its API starts at $2 per million input tokens and $6 per million output tokens, compared with $5 and $30 for GPT-5.6 Sol Max, respectively.
In January, Musk shared that xAI’s Grok 4.20 outperformed OpenAI and Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google in Alpha Arena Season 1.5, a live stock-trading competition where AI models trade with the same starting capital.
SpaceX Revenue Jumps 92% to $7.81 Billion
SpaceX posted $7.81 billion in second-quarter revenue, up 92% year over year and above the $6.93 billion Street estimate. The company ended the quarter with $100 billion in cash and cash equivalents and a $47.5 billion backlog.
Price Action: SpaceX shares closed at $141.29 on Thursday, down 3.33%, while the stock gained 0.50% to $142 in after-hours trading, according to Benzinga Pro.
Benzinga Edge Stock Rankings show SpaceX remains in a bullish trend across the short, medium and long term.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: IAB Studio on Shutterstock.com
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