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[๐Ÿ”ฅ Hot off the Feed] Grok Jumps into Telegram: Muskโ€™s xAI bets $300M on AI-powered chats

When chatbots meet billion-dollar messengers, digital ecosystems donโ€™t just evolveโ€”they pivot.

๊ทธ๋ก, ํ…”๋ ˆ๊ทธ๋žจ์— ์ž…์„ฑํ•˜๋‹ค: ๋จธ์Šคํฌ์˜ xAI, AI ์ฑ—๋ด‡ ํ†ตํ•ฉ์— 3์–ต ๋‹ฌ๋Ÿฌ ๋ฒ ํŒ…

์ฑ—๋ด‡์ด ์–ต๋Œ€ ๋ฉ”์‹ ์ €์™€ ์†์žก๋Š” ์ˆœ๊ฐ„, ๋””์ง€ํ„ธ ์ƒํƒœ๊ณ„๋Š” โ€˜๋ณ€ํ™”โ€™๊ฐ€ ์•„๋‹ˆ๋ผ โ€˜๋ฐฉํ–ฅ ์ „ํ™˜โ€™์„ ์‹œ์ž‘ํ•ฉ๋‹ˆ๋‹ค.

๐Ÿ˜Ž ์ง€๊ธˆ ์ฃผ์ œ๋กœ ๋‹ค๋ฅธ ์‚ฌ๋žŒ๋“ค๊ณผ ์–˜๊ธฐํ•˜๊ณ  ์‹ถ๋‹ค๋ฉด?

๐Ÿ‘‰ ์Šคํ„ฐ๋”” ์‹ ์ฒญ ๋งํฌ : https://forms.gle/6a6ou68a2YyLvnaMA

๐Ÿ‘‰ ์Šคํ„ฐ๋”” ๋ฌธ์˜ : https://open.kakao.com/me/insightsalon

๐Ÿ“Œ Context is King

Elon Muskโ€™s AI company xAI is partnering with Telegram to embed its chatbot Grok into the popular messaging app.
์ผ๋ก  ๋จธ์Šคํฌ์˜ AI ๊ธฐ์—… xAI๊ฐ€ ์ธ๊ธฐ ๋ฉ”์‹ ์ € ์•ฑ ํ…”๋ ˆ๊ทธ๋žจ์— ์ž์‚ฌ ์ฑ—๋ด‡ ๊ทธ๋ก(Grok)์„ ํƒ‘์žฌํ•˜๊ธฐ ์œ„ํ•ด ํ˜‘๋ ฅ์— ๋‚˜์„ฐ์Šต๋‹ˆ๋‹ค.

xAI will pay $300 million (2025) in a mix of cash and equity, while Telegram will earn 50% of subscription revenue from Grok within the app.
xAI๋Š” ํ˜„๊ธˆ๊ณผ ์ง€๋ถ„์„ ํ•ฉ์ณ ์ด 3์–ต ๋‹ฌ๋Ÿฌ(2025)๋ฅผ ์ง€๋ถˆํ•˜๊ณ , ํ…”๋ ˆ๊ทธ๋žจ์€ ์•ฑ ๋‚ด ๊ทธ๋ก ๊ตฌ๋… ์ˆ˜์ต์˜ 50%๋ฅผ ๋ฐฐ๋ถ„๋ฐ›๊ฒŒ ๋ฉ๋‹ˆ๋‹ค.

Other AI firms are also actively pursuing strategic partnerships to boost reach and utility.
Google is paying Samsung a substantial sum to preinstall its Gemini AI assistant on Galaxy S25 devices, replacing Samsung's Bixby as the default assistant.
๋‹ค๋ฅธ AI ๊ธฐ์—…๋“ค ์—ญ์‹œ ๋„๋‹ฌ ๋ฒ”์œ„์™€ ํ™œ์šฉ๋„๋ฅผ ๋†’์ด๊ธฐ ์œ„ํ•ด ์ „๋žต์  ํŒŒํŠธ๋„ˆ์‹ญ์„ ํ™œ๋ฐœํžˆ ์ถ”์ง„ ์ค‘์ž…๋‹ˆ๋‹ค.๊ตฌ๊ธ€์€ ์‚ผ์„ฑ์˜ ๊ฐค๋Ÿญ์‹œ S25 ๊ธฐ๊ธฐ์— ์ž์‚ฌ์˜ Gemini AI ์–ด์‹œ์Šคํ„ดํŠธ๋ฅผ ๊ธฐ๋ณธ์œผ๋กœ ํƒ‘์žฌํ•˜๊ธฐ ์œ„ํ•ด ์ƒ๋‹นํ•œ ๊ธˆ์•ก์„ ์ง€๋ถˆํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์ด๋Š” ์‚ผ์„ฑ์˜ Bixby(๋น…์Šค๋น„)๋ฅผ ๋Œ€์ฒดํ•˜๋Š” ๊ฒƒ์ž…๋‹ˆ๋‹ค.

Additionally, OpenAI has expressed interest in acquiring Google's Chrome browser if antitrust regulators force its sale*, aiming to expand its distribution channels. ๋˜ํ•œ, ์˜คํ”ˆAI๋Š” ๋ฐ˜๋…์  ๊ทœ์ œ ๋‹น๊ตญ์ด ๊ตฌ๊ธ€์˜ ํฌ๋กฌ ๋ธŒ๋ผ์šฐ์ € ๋งค๊ฐ์„ ๊ฐ•์ œํ•  ๊ฒฝ์šฐ ์ด๋ฅผ ์ธ์ˆ˜ํ•˜์—ฌ ์ž์‚ฌ์˜ ๋ฐฐํฌ ์ฑ„๋„์„ ํ™•์žฅํ•˜๋ ค๋Š” ์˜์‚ฌ๋ฅผ ํ‘œ๋ช…ํ–ˆ์Šต๋‹ˆ๋‹ค.

Notes:

  • xAI & Grok (์—‘์Šค์—์ด์•„์ด & ๊ทธ๋ก): Founded by Elon Musk, xAI developed Grok, a conversational AI chatbot known for its rebellious wit and real-time internet awareness. The company aims to challenge OpenAI with a โ€œtruth-seekingโ€ approach to AI.
    ์ผ๋ก  ๋จธ์Šคํฌ๊ฐ€ ์„ค๋ฆฝํ•œ AI ๊ธฐ์—… xAI๋Š” ๋Œ€ํ™”ํ˜• AI ์ฑ—๋ด‡ โ€˜๊ทธ๋กโ€™์„ ๊ฐœ๋ฐœํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ทธ๋ก์€ ๋ฐ˜ํ•ญ์ ์ธ ์œ„ํŠธ์™€ ์‹ค์‹œ๊ฐ„ ์ธํ„ฐ๋„ท ์ธ์‹์„ ๊ธฐ๋ฐ˜์œผ๋กœ ํ•˜๋ฉฐ, xAI๋Š” โ€˜์ง„์‹ค ํƒ๊ตฌํ˜• AIโ€™๋ฅผ ํ†ตํ•ด ์˜คํ”ˆAI์— ๋„์ „ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

  • Telegram (ํ…”๋ ˆ๊ทธ๋žจ): A cloud-based messenger service with over 1 billion global users, known for its strong privacy protections and growing developer ecosystem.
    ์ „ ์„ธ๊ณ„ ์‚ฌ์šฉ์ž ์ˆ˜ 10์–ต ๋ช… ์ด์ƒ์„ ๋ณด์œ ํ•œ ํด๋ผ์šฐ๋“œ ๊ธฐ๋ฐ˜ ๋ฉ”์‹ ์ €๋กœ, ๊ฐ•๋ ฅํ•œ ํ”„๋ผ์ด๋ฒ„์‹œ ๋ณดํ˜ธ์™€ ํ™•์žฅ ๊ฐ€๋Šฅํ•œ ๊ฐœ๋ฐœ์ž ์ƒํƒœ๊ณ„๋กœ ์ž˜ ์•Œ๋ ค์ ธ ์žˆ์Šต๋‹ˆ๋‹ค.

๐Ÿงฉ IYKYK(If you know, you know)

  • "Big Brain" mode (๋น… ๋ธŒ๋ ˆ์ธ ๋ชจ๋“œ): A feature in Grok-3 that allows users to engage in complex problem-solving by utilizing more computing resources.
    ๋” ๋งŽ์€ ์—ฐ์‚ฐ ์ž์›์„ ํ™œ์šฉํ•ด ๋ณต์žกํ•œ ๋ฌธ์ œ๋ฅผ ํ•จ๊ป˜ ํ’€ ์ˆ˜ ์žˆ๋Š” ๊ทธ๋ก-3์˜ ๊ธฐ๋Šฅ์ž…๋‹ˆ๋‹ค.

  • Aurora (์˜ค๋กœ๋ผ): xAI's text-to-image model integrated with Grok, enabling users to generate images from natural language prompts.
    ์ž์—ฐ์–ด ์ž…๋ ฅ๋งŒ์œผ๋กœ ์ด๋ฏธ์ง€๋ฅผ ์ƒ์„ฑํ•  ์ˆ˜ ์žˆ๊ฒŒ ํ•˜๋Š” xAI์˜ ํ…์ŠคํŠธ-์ด๋ฏธ์ง€ ๋ณ€ํ™˜ ๋ชจ๋ธ์ž…๋‹ˆ๋‹ค.

๐Ÿง  In Focus

For xAI, integrating Grok into Telegram is more than just a platform dealโ€”itโ€™s a strategic leap toward platform independence and global scale.
xAI์—๊ฒŒ ๊ทธ๋ก์„ ํ…”๋ ˆ๊ทธ๋žจ์— ํ†ตํ•ฉํ•˜๋Š” ์ผ์€ ๋‹จ์ˆœํ•œ ํ”Œ๋žซํผ ๊ณ„์•ฝ์ด ์•„๋‹ˆ๋ผ, ํ”Œ๋žซํผ ๋…๋ฆฝ์„ฑ๊ณผ ๊ธ€๋กœ๋ฒŒ ํ™•์žฅ์„ ์œ„ํ•œ ์ „๋žต์  ์›€์ง์ž„์ด๋ผ๊ณ  ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

Grok was initially available only on X (formerly Twitter), a platform closely tied to Elon Muskโ€™s personal brand and business interests.
๊ทธ๋ก์€ ๋‹น์ดˆ ์ผ๋ก  ๋จธ์Šคํฌ์˜ ๊ฐœ์ธ ๋ธŒ๋žœ๋“œ์™€ ์‚ฌ์—… ์ดํ•ด๊ด€๊ณ„๊ฐ€ ์ง™๊ฒŒ ์–ฝํžŒ ํ”Œ๋žซํผ X(๊ตฌ ํŠธ์œ„ํ„ฐ)์—์„œ๋งŒ ์‚ฌ์šฉํ•  ์ˆ˜ ์žˆ์—ˆ์Šต๋‹ˆ๋‹ค.

By expanding to Telegram, xAI reduces reliance on a single ecosystem and builds its own identity as a cross-platform AI brand.
ํ•˜์ง€๋งŒ ํ…”๋ ˆ๊ทธ๋žจ์œผ๋กœ ํ™•์žฅํ•จ์œผ๋กœ์จ xAI๋Š” ๋‹จ์ผ ์ƒํƒœ๊ณ„์— ๋Œ€ํ•œ ์˜์กด๋„๋ฅผ ์ค„์ด๊ณ , ๋‹ค์ค‘ ํ”Œ๋žซํผ AI ๋ธŒ๋žœ๋“œ๋กœ์„œ์˜ ๋…์ž์  ์ •์ฒด์„ฑ์„ ๊ตฌ์ถ•ํ•˜๊ฒŒ ๋ฉ๋‹ˆ๋‹ค.

Telegramโ€™s massive global user base also enables xAI to test monetization, engagement, and feedback at a far broader scale.
๋˜ํ•œ ํ…”๋ ˆ๊ทธ๋žจ์˜ ์ „ ์„ธ๊ณ„์  ์‚ฌ์šฉ์ž ๊ธฐ๋ฐ˜์„ ํ†ตํ•ด xAI๋Š” ์ˆ˜์ตํ™”, ์‚ฌ์šฉ์ž ์ฐธ์—ฌ, ํ”ผ๋“œ๋ฐฑ์„ ํ›จ์”ฌ ๋„“์€ ์Šค์ผ€์ผ๋กœ ์‹คํ—˜ํ•  ์ˆ˜ ์žˆ๊ฒŒ ๋ฉ๋‹ˆ๋‹ค.

This move not only extends Grokโ€™s reach, but also secures xAIโ€™s long-term position beyond Muskโ€™s ecosystem.
์ด๋ฒˆ ์กฐ์น˜๋Š” ๊ทธ๋ก์˜ ๋„๋‹ฌ ๋ฒ”์œ„๋ฅผ ๋„“ํžˆ๋Š” ๋ฐ ๊ทธ์น˜์ง€ ์•Š๊ณ , ๋จธ์Šคํฌ์˜ ์ƒํƒœ๊ณ„ ๋ฐ–์—์„œ๋„ xAI๊ฐ€ ์žฅ๊ธฐ์ ์œผ๋กœ ๋…๋ฆฝ์„ฑ์„ ํ™•๋ณดํ•˜๋Š” ๋ฐ์—๋„ ํฐ ์˜๋ฏธ๊ฐ€ ์žˆ์Šต๋‹ˆ๋‹ค.

๐Ÿ—ฃ How They Talk About It

๐Ÿ“Œ AI-powered messaging (AI ๊ธฐ๋ฐ˜ ๋ฉ”์‹œ์ง•)
"AI-powered messaging is no longer optionalโ€”users expect it."
โ€œAI ๊ธฐ๋ฐ˜ ๋ฉ”์‹œ์ง•์€ ๋” ์ด์ƒ ์˜ต์…˜์ด ์•„๋‹™๋‹ˆ๋‹คโ€”์‚ฌ์šฉ์ž๋“ค์€ ๊ธฐ๋ณธ์œผ๋กœ ๊ธฐ๋Œ€ํ•˜์ฃ .โ€

๐Ÿ“Œ Chatbot integration (์ฑ—๋ด‡ ํ†ตํ•ฉ)
โ€œThe chatbot integration will transform Telegram from a messaging app into a productivity tool.โ€
โ€œ์ฑ—๋ด‡ ํ†ตํ•ฉ์€ ํ…”๋ ˆ๊ทธ๋žจ์„ ๋ฉ”์‹ ์ €์—์„œ ์ƒ์‚ฐ์„ฑ ํ”Œ๋žซํผ์œผ๋กœ ๋ฐ”๊ฟ”๋†“์„ ๊ฑฐ์˜ˆ์š”.โ€

๐Ÿ“Œ Platform enhancement (ํ”Œ๋žซํผ ํ–ฅ์ƒ)
โ€œEach AI tool is a platform enhancementโ€”users stay longer, engage more.โ€
โ€œAI ๋„๊ตฌ ํ•˜๋‚˜ํ•˜๋‚˜๊ฐ€ ํ”Œ๋žซํผ ํ–ฅ์ƒโ€”์ฒด๋ฅ˜ ์‹œ๊ฐ„๋„ ๋Š˜๊ณ , ์ฐธ์—ฌ๋„ ๋” ํ™œ๋ฐœํ•ด์ง€์ฃ .โ€

๐Ÿ“Œ Digital assistant (๋””์ง€ํ„ธ ์–ด์‹œ์Šคํ„ดํŠธ)
โ€œGrok is more than a chatbot. Itโ€™s a digital assistant for the Telegram era.โ€
โ€œ๊ทธ๋ก์€ ๋‹จ์ˆœํ•œ ์ฑ—๋ด‡์ด ์•„๋‹™๋‹ˆ๋‹ค. ํ…”๋ ˆ๊ทธ๋žจ ์‹œ๋Œ€์˜ ๋””์ง€ํ„ธ ์–ด์‹œ์Šคํ„ดํŠธ์ฃ .โ€

๐Ÿ“Œ User engagement (์‚ฌ์šฉ์ž ์ฐธ์—ฌ)
โ€œIn-app AI boosts user engagement by responding instantly and personally.โ€
โ€œ์•ฑ ๋‚ด AI๋Š” ์ฆ‰๊ฐ์ ์ด๊ณ  ๊ฐœ์ธํ™”๋œ ์‘๋‹ต์œผ๋กœ ์ฐธ์—ฌ์œจ์„ ๋Œ์–ด์˜ฌ๋ฆฝ๋‹ˆ๋‹ค.โ€

๐Ÿงญ Discourse Watch

๐Ÿ‡บ๐Ÿ‡ธ United States:
U.S. tech media highlights the growing trend of AI chatbots in messaging platforms, with Meta integrating assistants into WhatsApp and Instagram.
๋ฏธ๊ตญ์—์„œ๋Š” ๋ฉ”์‹ ์ € ํ”Œ๋žซํผ ๋‚ด AI ์ฑ—๋ด‡ ํ™•์‚ฐ์ด ๊ฐ€์†ํ™”๋˜๊ณ  ์žˆ์œผ๋ฉฐ, ๋ฉ”ํƒ€๋Š” WhatsApp๊ณผ Instagram์— AI ์–ด์‹œ์Šคํ„ดํŠธ๋ฅผ ํ†ตํ•ฉํ–ˆ์Šต๋‹ˆ๋‹ค.

๐Ÿ‡ฐ๐Ÿ‡ท South Korea:
Korean tech companies like Naver and Kakao are developing AI tools to enhance messenger experiences, signaling a competitive shift in local markets.
๋„ค์ด๋ฒ„์™€ ์นด์นด์˜ค ๋“ฑ ๊ตญ๋‚ด ๊ธฐ์—…๋“ค๋„ ๋ฉ”์‹ ์ €์—์„œ์˜ AI ๊ฒฝํ—˜ ๊ฐ•ํ™”๋ฅผ ์œ„ํ•ด ๊ธฐ์ˆ ์„ ๊ฐœ๋ฐœํ•˜๋ฉฐ ๊ฒฝ์Ÿ ์ง€ํ˜•์˜ ๋ณ€ํ™”๋ฅผ ์˜ˆ๊ณ ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

๐ŸŽฌ Outro

AI is no longer a separate appโ€”itโ€™s becoming the interface of everyday conversation.
AI๋Š” ๋” ์ด์ƒ ๋”ฐ๋กœ ๋…ธ๋Š” ๊ธฐ์ˆ ์ด ์•„๋‹™๋‹ˆ๋‹คโ€”์ผ์ƒ์˜ ๋Œ€ํ™” ์ฐฝ๊ตฌ๊ฐ€ ๋˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

๐Ÿ“… November 3, 2023 โ€“ Grokโ€™s official debut
Elon Muskโ€™s xAI unveiled Grok to the public, designed to rival ChatGPT with a rebellious tone.
๐Ÿ“… 2023๋…„ 11์›” 3์ผ โ€“ ๊ทธ๋ก ๊ณต์‹ ๋ฐ๋ท”
์ผ๋ก  ๋จธ์Šคํฌ์˜ xAI๊ฐ€ ChatGPT์— ๋„์ „ํ•˜๋Š” ๋ฐ˜ํ•ญ์  ์ฑ—๋ด‡, ๊ทธ๋ก์„ ๊ณต๊ฐœํ–ˆ์Šต๋‹ˆ๋‹ค.

๐Ÿงพ Sources

  • [๐Ÿ”ฅ Hot off the Feed] Big Tech Under Fire: Apple and Google Face Major Antitrust Reckonings (Insight Salon, 2025)

  • xAI to pay Telegram $300M to integrate Grok into the chat app (TechCrunch, 2025)

  • Telegram, Musk-owned xAI partner to distribute Grok to messaging app's users (Reuters, 2025)

  • Muskโ€™s xAI agrees Telegram tie-up as billionaire 'bromance' blooms (Financial Times, 2025)

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์ด ์ฝ˜ํ…์ธ ๋Š” Insight Salon ๋‰ด์Šค๋ ˆํ„ฐ ๊ตฌ๋…์ž๋ฅผ ์œ„ํ•ด ์ œ์ž‘๋œ ์ „์šฉ ์ž๋ฃŒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ฝ˜ํ…์ธ ์˜ ๋ฌด๋‹จ ๋ณต์ œ, ๋ฐฐํฌ, ์ˆ˜์ •์€ ์—„๊ฒฉํžˆ ๊ธˆ์ง€๋ฉ๋‹ˆ๋‹ค.

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๋ฉด์ฑ… ์กฐํ•ญ: ๋ณธ ๊ธฐ์‚ฌ๋Š” ๊ต์œก์ ยท์ •๋ณด ์ œ๊ณต์„ ๋ชฉ์ ์œผ๋กœ ์ž‘์„ฑ๋˜์—ˆ์œผ๋ฉฐ, ์žฌ๋ฌดยท๋ฒ•๋ฅ  ๋“ฑ ์ „๋ฌธ์  ์กฐ์–ธ์„ ์ œ๊ณตํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค. ๋ชจ๋“  ์ •๋ณด๋Š” ๊ณต๊ฐœ๋œ ์ž๋ฃŒ๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ ๊ตฌ์„ฑ๋˜์—ˆ์œผ๋ฉฐ, ์ฃผ๊ฐ€๋‚˜ ๊ฒฝ์˜ ์ „๋žต์„ ์˜ˆ์ธกํ•˜๋ ค๋Š” ๋ชฉ์ ์ด ์•„๋‹™๋‹ˆ๋‹ค.

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