Musk officially announced Grok 4: The AI ​​programming revolution is about to explode the market

Welcome to Mlion's news analysis. As the founder and CEO of Tesla, CEO and CTO of SpaceX, and CEO of Twitter, every move of [Elon Musk](https://baike.baidu.hk/item/%E5%9F%83%E9%9A%86%C2%B7%E9%A6%AC%E6%96%AF%E5%85%8B/3776526) in the technology industry can cause huge market shocks. Today, the technology giant has dropped another bombshell - Grok 4 will be officially released after July 4, and is specifically optimized for the programming field.

Let's take a deeper look at the deeper meaning behind this news. Currently, [xAI is conducting the final large-scale training for Grok 4](https://www.donews.com/news/detail/8/5523363.html), which Musk calls "the first generation of artificial intelligence system that can accurately answer complex questions such as rocket engines or electrochemical technology" is about to make a stunning debut. It is worth noting that this release directly skipped the originally planned version 3.5 and was directly named 4, demonstrating Musk's absolute confidence in this product.

1. The programming AI market is ushering in a golden period of explosion, and Grok 4 is just in time

The market for programming AI tools is experiencing an unprecedented explosive growth. [According to the latest market research data, the global AI code tool market will reach $6.7 billion in 2024 and is expected to reach $25.7 billion by 2030](https://www.oschina.net/news/355671), with a jaw-dropping compound annual growth rate. Even more shocking is that [in 2023, the scale of China's core artificial intelligence industry has reached 500 billion yuan, and the scale of the large model market has reached 13.23 billion yuan, with a year-on-year growth rate of up to 110%](https://www.qianzhan.com/analyst/detail/220/250605-2d0631ec.html).

Grok 4 was released at this critical moment, which is undoubtedly a precise grasp of market timing. [Musk particularly emphasized that this AI model with advanced reasoning ability will completely rewrite the existing human knowledge base](https://www.donews.com/news/detail/8/5523363.html), aiming to fill knowledge gaps and correct misinformation. This subversive positioning just fits the current market's urgent need for high-quality programming AI tools.

2. Technological breakthrough positioning: Strategic shift from general conversation to professional programming

The biggest highlight of Grok 4 is its professional technology route selection. [Different from previous versions, Grok 4 is clearly positioned as a "professional programming model"](https://zhuanlan.zhihu.com/p/1922078863585943771), which indicates that xAI has found a differentiated breakthrough in the AI ​​competition. While other AI models are still optimizing basic conversation capabilities, Musk has already set his sights on the more commercially valuable programming field.

[Grok 4 will have a built-in VSCode-style code editor that supports direct code modification, debugging, and agentic coding](https://news.miracleplus.com/feeds). This native code editing capability will completely change the way developers work. More importantly, [the model has the ability to reason from first principles and can come up with original answers that do not exist on the Internet](https://www.donews.com/news/detail/8/5523363.html), which means that it can not only write code, but also creatively solve complex programming problems.

3. Musk's ecosystem synergy is about to explode

Musk's business empire is forming a powerful synergy. [Neuralink has recently successfully implanted brain-computer interfaces for seven volunteers](https://hk.finance.yahoo.com/news/%E9%A6%AC%E6%96%AF%E5%85%8B%E7%99%BC%E8%A1%A8neuralink%E9%87%8D%E5%A4%A7%E7%AA%81%E7%A0%B4-%E4 %B8%83%E4%BA%BA%E6%88%90%E5%8A%9F%E6%A4%8D%E5%85%A5-2028%E5%AF%A6%E7%8F%BE%E4%BA%BA%E8%85%A6%E8%88%87ai%E6%95%B4%E5%90%88-140004627.html), and plans to integrate the whole brain interface with AI in 2028. This breakthrough and the release of Grok 4 form a perfect time window.

Imagine what kind of revolutionary application scenarios will be created when Grok 4's powerful programming capabilities are combined with Neuralink's brain-computer interface technology? [Musk's influence in the technology industry comes from his ability to break industry boundaries through technological and business innovations](https://www.21jingji.com/article/20250531/373e02c5634be995daacb34a9d8defcc.html), just as Tesla subverted the traditional automotive industry and SpaceX reshaped the aerospace industry, Grok 4 is expected to redefine the rules of the game for AI programming.

4. Market Competitive Advantage: Business Wisdom of Misaligned Competition Strategy

At a time when competition for large AI models is fierce, Grok 4 has adopted an extremely smart strategy of staggered competition. [Although Grok 3 suffered setbacks in the enterprise market, and the penetration rate of enterprise users peaked in March and then began to decline continuously](https://zhuanlan.zhihu.com/p/1922078863585943771), Grok 4 has avoided direct competition with general models such as ChatGPT and Gemini by focusing on the programming field.

[Currently, the main competitors include ChatGPT, Gemini, DeepSeek and other four AI tools](https://blog.104.com.tw/chatgpt-gemini-grok-deepseek/), but they are all general-purpose models. Grok 4's specialized positioning gives it a unique competitive advantage in the field of programming. More importantly, [Musk announced that the goal of Grok 4 will be directly benchmarked against OpenAI](https://news.miracleplus.com/feeds), and this high-profile challenge is itself a powerful marketing strategy.

5. Strategic considerations for release time: Seizing the summer developer market

The choice of release time after July 4th is no accident. This time point is the peak of summer developer activity after the Independence Day in the United States. [Musk is working hard with the xAI team to develop Grok all night](http://www.aastocks.com/tc/usq/quote/stock-news-content.aspx?symbol=TSLA&id=NOW.1449874), and this intense development rhythm shows that the team attaches great importance to market timing.

More importantly, this timing allows Grok 4 to seize the market opportunity before the release of GPT-5. [Although OpenAI officials remain secretive about the release date of GPT-5](https://www.zhihu.com/question/1922255544904815812/answer/1922276237566509212), the industry generally expects it to be released in the second half of the year. The early release of Grok 4 is undoubtedly a carefully calculated market rush.

Summary and Outlook

Overall, the release of Grok 4 is a market layout of great strategic significance. From technological breakthroughs to market positioning, from competitive strategies to release timing, Musk has demonstrated the precise judgment of a top business leader. At a critical moment when the AI ​​programming tool market is about to explode, the professional positioning of Grok 4 and the synergy of Musk's ecosystem will surely bring huge growth opportunities to the relevant industry chain.

For investors, this is undoubtedly a major positive signal that cannot be missed. The huge growth potential of the AI ​​programming tool market, combined with Musk's brand influence and technological innovation capabilities, the success of Grok 4 is almost foreseeable. As the July 4 release date approaches, related concept stocks will surely usher in a new round of rising prices.

Thank you for reading Mlion's news analysis.

The above content represents AI’s views and is for reference only and does not constitute investment advice.

Source: mlion.ai