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September 3, 2026

Super Grok appears to wind down Companion as the business case for AI companions faces scrutiny

Super Grok is reportedly saying goodbye to Companion, although the exact status and timing of the wind-down are not established. Replika and other romantic-companion products are cited as having achieved adoption and scale, but the analysis questions whether the category can support a very large business.

One assessment said adult-entertainment features might once have helped Grok reach single-digit billions in revenue, but that estimate may have been too high. The analysis argues that the market has shifted toward enterprise software, which appears to offer substantially greater commercial value than the controversial companion category.

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