TechCrunch News 07月21日 23:27
Grok’s AI companions drove downloads, but its latest model is the one making money
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Grok 4模型的推出显著推动了xAI的营收增长。数据显示,在Grok 4上线后的两天内,Grok在iOS平台的总收入飙升了325%,达到41.9万美元。同时,iOS应用的日下载量也增加了279%,接近20万次。尽管后续推出的AI伴侣功能吸引了一部分用户,但其对营收和下载量的提升效果远不如Grok 4模型本身。xAI还推出了更高价的SuperGrok Heavy订阅服务,每月300美元,提供早期功能访问,但价格高于竞争对手。Grok 4的发布也一度使其在美区App Store的总排名升至第三位。

🚀 Grok 4模型发布后,xAI的iOS平台营收大幅增长,从发布前的9.9万美元飙升至41.9万美元,增幅高达325%。这表明新模型是驱动其收入增长的关键因素。

📊 Grok 4的推出也显著提升了其iOS应用的下载量,日下载量从发布前的5.2万次增加到19.7万次,增长了279%。这反映了市场对新AI模型的强烈兴趣和需求。

💬 尽管xAI随后推出了AI伴侣功能,并提供每月30美元的“Super Grok”订阅,但该功能对下载量和收入的拉动作用远小于Grok 4模型本身,其收入增长仅为9%,下载量增长40%,显示出AI模型更新是主要的增长动力。

💰 xAI还推出了更昂贵的“SuperGrok Heavy”订阅计划,每月收费300美元,提供Grok 4 Heavy及新功能的早期访问权,尽管价格较高,但反映了其在高价值用户市场上的定位策略。

Grok’s raunchy, unfiltered AI companions may be making headlines for their unhinged and often NSFW responses, but it’s Grok 4, xAI’s latest model, that’s been driving the app’s revenue of late.

Elon Musk’s xAI launched Grok 4 late on July 9, and by Friday, July 11, Grok’s gross revenue on iOS had jumped a whopping 325% to $419,000, up from $99,000 the day before the Grok 4 launch, according to app intelligence firm Appfigures.

Image Credits:Appfigures

Grok continued to pull in higher-than-usual revenue in the days following the launch of the new model, with gross revenue in the high $367,000s for a couple of days before dipping down to $310,000 on July 14.

In addition, daily downloads of the Grok iOS app had increased 279% to 197,000 by July 11, up from 52,000 before Grok 4 launched.

But following the addition of Grok’s AI companions the next week, on July 14, the jump in downloads and revenue was less pronounced. While curiosity about the companions likely drove more installs, the feature isn’t yet poised to be a significant money-maker for the company, despite being only available to “Super Grok” subscribers paying $30 per month.

Grok’s iOS downloads globally were up 40% the day after the companions launched, reaching 171,000 daily installs, but revenue increased just 9%, hitting $337,000.

So while it’s clear that there was an impact from the launch, it’s decidedly smaller than the launch of the new AI model.

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Image Credits:Appfigures

Given Grok’s expensive new subscription offering, timed alongside the Grok 4 launch, it’s not surprising to see that even a smaller increase in the number of paying subscribers could drive Grok’s iOS revenue significantly higher.

The company announced that, in addition to Grok 4 and Grok 4 Heavy, it would also offer a $300-per-month subscription called SuperGrok Heavy, its priciest plan to date. The plan offers subscribers early access to Grok 4 Heavy and other new features, xAI said, but it’s more expensive than comparable plans from other major AI providers, including OpenAI, Google and Anthropic.

It’s interesting to see this demand for Grok’s subscription plans, even though the AI was initially consulting Elon Musk’s X posts for answers. xAI has since addressed this issue.

Image Credits:Appfigures

Interest in the new model also drove up Grok’s ranking on the U.S. App Store shortly after its launch, making Grok the No. 3 top app overall, and No. 2 in the Productivity category by July 12.

That interest has declined somewhat over the past week — the app is now No. 17 overall — though it’s still No. 2 in Productivity, Appfigures data shows.

Appfigures notes that it focused on iOS data for this analysis, as that data set is currently more comprehensive than data from Android devices. The latter is only available through July 14 for the time being, as Appfigures’ model needs more time to process Google Play data.

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