Gene Munster(@munster_gene):Grok is taking over my phone usage. $SPCX apps were 50% of my screen time last week. Lots of X (but a lot of that is Grok) plus Grok and Grok Bot. The point is that SpaceX could make a phone optimized for Grok at the OS layer that would beat the iPhone for 50%+ of my phone usage. $AAPL

Gene Munster

@munster_gene

Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are personal and not investment advice. 🚀

가입 July 2019

145 팔로잉 중 105.5K 팬

Gene Munster@munster_gene

2026.10.18 18:51

Grok is taking over my phone usage. $SPCX apps were 50% of my screen time last week. Lots of X (but a lot of that is Grok) plus Grok and Grok Bot. The point is that SpaceX could make a phone optimized for Grok at the OS layer that would beat the iPhone for 50%+ of my phone usage. $AAPL