How quickly will Grok 4/5/6 be released? Of course you can choose to keep running older GPUs for years, but if you want bleeding edge performance then you need to upgrade, so I'm not sure how many model generations the cost can really be spread over.

Also, what isn't clear is how RL-based reasoning model training compute requirements compares to earlier models. OpenAI have announced that GPT 4.5 will be their last non-reasoning model, so it seems we're definitely at a transition point now.