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Grok actually seems to have a unique moat through its access to twitter data- it's the best place to get immediate updates on breaking news events.
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Close to my thesis, but mine is the front-ends like Perplexity / SimTheory / openrouter are going to win.
They are going to win for the following reasons:
- Model leadership changes often
- Model will specialize in task or domains (code creation, image creation, music creation, etc)
This is perfect situation for front-ends to flourish. They can intelligently route you to the correct model for the task you are doing
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My working hypothesis is that the AI winner is going to be the one with the best UI/UX plus additional tools and features, and not who has the best model.