X：Elon Musk

Cooked with Grok Imagine.

SAY. SI. Made by 🅶🆁🅾🅺 @grok @imagine 💫

Elon was calling it SI in 2014

It Is Time To Hire Your First Grok Bot Employee! My insights come from building the first Zero Human Company with @Grok as CEO. I made the mistakes so you don’t have to. Read more:

https://x.com/i/article/2106802779742507008

Grok 4.7 xHigh ranked #1 on Artificial Analysis’ Cyber Index Grok 4.7 is now very powerful with serious cybersecurity capabilities It outperformed Claude Opus 5.5, Fable 5.1, ChatGPT 6 Astra and other frontier models The Cyber Index combines three evaluations: • CWE-Bench-AA • DeepsecBench-AA • CyberGym-E2E-AA Grok 4.7 is now sitting right at the frontier of cybersecurity reasoning

Grok Bot could be the first thing you hire instead of prompt It can own a job, work inside your tools for hours and come back with finished work In this article, I show you how https://x.com/i/article/2105262478535847936

this is unreal… the SpaceXAI engineer who leads Grok Bot, Lauren Tan - shipped 2,500 PRs last month - and reviews them after they land, in the morning I took SpaceXAI's Grok Bot docs + her 1-hour livestream and turned them into a 3-page prompting blueprint: the 10-field prompt structure, the 4-rung trust ladder, the two loops, and the guardrails that let agents ship while you sleep. send this PDF to your Grok Bot, save it as a skill, and turn it into an always-on team that actually finishes work

Grok 4.7 writes great code.

BREAKING: Farmersville, California, will use Grok to draft council meeting minutes The council voted 4-1 to use Grok. Drafts will be made from meeting recordings and proofread by the city clerk. The city manager praised Grok as more affordable, thorough and objective.

Turns out the joule was the ultimate SI unit all along

Gave Claude another 12 hours to one up this.. Woke up to.. The Clodyssey

Don't own the .com? The good news is, there's no such thing. "The .com" is just the only .com you've been able to think of so far.

Grok Bot is operating so insanely fast these days, it feels like SpaceX already launched AI data centers into orbit. Seriously… what is going on?! It’s gotten ridiculously good…

Jason Oppenheim, founder of Oppenheim Group ($5B+ in real estate sales), just sold his Bentley for a @Tesla Model Y and is so blown away by FSD that he’s buying Teslas for 10 employees: "This is the most important video I've ever posted. Tesla's self-driving is life-changing. It's so safe. I was on the phone with my brother last night, and I made him buy one. He literally bought one while we were talking. I'm buying 10 of my employees a Tesla with FSD. It's 8x safer than the average driver. There's nothing more important than the safety of you and your loved ones. Let's make our communities safer. I hope you'll at least consider going and getting a test drive." I've been saying for a couple months now that FSD has become a material driver of Tesla sales in North America. Some people said it's just been anecdotal evidence, but more and more videos and stories like this are popping up. It's not anecdotal anymore. Word is spreading fast. FSD is going mainstream. Jason's full video linked in thread below.

A humanoid is a capital good on a scale that changes the constraint. It lengthens production and raises what labor and land can turn out, which is the abundance Elon is pointing at. A person supplies about 2,000 hours a year. A robot on a 168 hour week supplies about 8,700. His floor of 1 billion within 10 years, priced in the low 10,000s, equals about 4 billion full time equivalents against a world labor force of 3.5 billion. The 10 billion at 15 years is an order of magnitude past that. Robots building robots still require saving, because energy, materials, and machines have to be bid into that line. Expected abundance holds for ordinary wants which is what matters for people as consumers. Housing, food, care, and routine medicine get repriced toward energy and materials until a household’s budget stops being what limits them. An owner running 100s or 1,000s of agents earns the return on that capital stock, which is also how universal high income shows up as purchasing power. Money prices remain the way to allocate whatever is still scarce, that is energy, locations, raw materials. At least in the short term. Energy is the binding input, and settling more than one planet adds land, minerals, and generation beyond a single world. TLDR: (1) More energy. (2) Multiplanetary doesn’t hurt.

Anything TSMC contributes to Terafab would basically be supplemental Terafab itself is going to be absurdly massive The goal is 1 TW of compute production every year.....around 50× the current global output of AI compute This isn’t just another fab. It’s being built for a scale the semiconductor industry simply does not operate at any known scale today

People want FSD, so they go to https://tesla.com and pick what shape they want it in

Robotaxi in Austin now available until 11pm

Your group chat just got smarter Get answers to your questions directly in XChat by asking Grok

'More striking is how fast AI took the lead. Just eighteen months ago, the best AI models fell short of the average accountant’s ~37% score. Today, models ace those same tasks.' 'These results are provocative. So much so that we considered not publishing them for fear of misinterpretation. But we think transparency about the findings matters as people and institutions prepare for rapidly advancing AI.'

feel like grok bot is fast AF now

Grok Bot is now more proactive. What does that mean? Here's one example: I switched flights, but @bot noticed I didn't update my Uber reservation Bot realized, then pinged me to update the reservation *during* my connecting flight I had @starlink, so I was able to change it before I landed and save myself a headache

Grok Bots have been life-changing for someone like me with ADHD who has no patience for context switching / navigating slow interfaces to retrieve information We're seeing the beginnings of personal superintelligence that augments each humans to realize their full potential

The scale of SpaceX satellites is getting absolutely insane Each generation roughly doubles or more in deployed size Starlink V1.5: ~11 m V2 Mini: ~30 m V3: ~60 m AI1: ~75 m wingspan - first-generation orbital AI compute satellite

Grok Bot Summary of SpaceX CFO Bret Johnsen at Goldman Sachs Communacopia today. Vertical integration Vertical integration is the company’s core operating model, not a side strategy. - Rockets: own metal → engines → avionics → software - Starlink: own launch, satellites, and the end customer - AI: build facilities and power themselves, run their own models, sell to consumer and enterprise, and soon orbital compute Starship and launch Starship is the foundation for every other business. - Flight 13: big learning flight. Delivered demo V3 payloads, relit a Raptor, and got a soft, precise second-stage splashdown. Recovery team towed the stage back so engineers could study the heat shield. - Those learnings feed straight into Flight 14 and beyond. - Flight 14 (later this month): first revenue-generating Starship flight, flying production V3 Starlink satellites. - Later this year: aim to recover both first and second stages. Orbital compute Most of the AI industry agrees orbital compute is the future. Almost everyone else thinks it’s many years away. SpaceX disagrees because they control the stack. - Target: first orbital compute satellites next year - Scale: big compute in space into 2028 - Hardware approach: same V3 bus as Starlink, swap the payload, add larger solar arrays Why orbital can beat terrestrial on cost The crossover is about Starship reusability. - Falcon 9: first-stage reuse since Dec 2015; 500+ booster reflights - Starship: first stage already recovered/reflown; second-stage recovery progressing - Goal: reflight of both stages as soon as next year, which drops deployment cost sharply Terrestrial compute is getting more expensive (power, cooling, buildings, real estate). Orbital rides the opposite curve: cheaper rockets + better/cheaper satellites + scale. Johnsen said cost parity could come as soon as next year. Terrestrial compute and the $100B ARR goal - End of this year: on track for ~$100B ARR (annualizing the December number) - New update: another hosting deal closed earlier this month → about $1.1B/month starting Dec 1 → roughly +$13B ARR - Capacity: end this year well over 2 GW; next year 5–10 GW deployed - Confidence comes from line of sight to power, facilities, and permitting, plus being NVIDIA-exclusive for allocation - They stand compute up fast for themselves and for industry partners, which strengthens the NVIDIA relationship How they monetize compute Most hosting deals are short: ~90 days with a 90-day out (~6-month commits), including the newest deal. Why keep them short? - High conviction in their own products (Grok, Grok Bot, Cursor team after closing that deal) - Don’t want to lock forever capacity they may need internally - Internal bar: don’t let internal monetization fall below external hosting Earnings framing for next year: roughly $30–$50 per watt monetization range; they said they’re at the high end. Hosting customers appear to monetize even higher, which is why demand stays strong. Payback is under one year on new compute capex, so residual GPU value and financing options look attractive. “Not all CapEx is the same” — GPUs with <1-year payback are different from a launch tower built for decades. AI products and M&A Historically SpaceX was almost all organic growth. This year they did M&A because the AI product cycle rewards speed to frontier. - Closed Cursor deal weeks ago; product cycles already accelerating (called out Grok Bot) - Grok 4.6 improved on 4.5; 4.7 coming soon - Pitch: best infrastructure + competitive model + lower token cost = best position for customers - Market mood shift: months ago people bought the infra story but doubted the products; ~90 days later that skepticism is fading Starlink broadband Started as “better than nothing” (~2020–21). Now enterprise-grade with strong uptime/SLAs. - Resiliency pitch: boards will ask why Starlink wasn’t in the network if you go down - Mobility: aircraft backlog is large and production is ramping; cruise ships, yachts, trains too - Awareness, especially outside the US, is still a growth unlock - Longer-term: physical AI (robots, cars, aircraft) will need always-on connectivity terrestrial networks can’t fully cover Mobile / direct-to-cell Not a distraction. Same V3 bus, different payload. - Fly direct-to-device satellites through next year - Target service turn-on: first half of 2028 - V1 today (e.g. T-Mobile / T-SAT): text / light voice, great for emergencies and dead zones - Next gen: full 5G-quality from space - US: mid-band spectrum from EchoStar, FCC path for space + terrestrial - Go-to-market: flexible — own terrestrial build, or partner with carriers - International: same regulator-by-regulator playbook as broadband (Starlink now in 170+ countries) Near-term priorities: 1. Starship (enables everything else) 2. Terrestrial compute (funds growth and teaches them how to do orbital) Bottom line in one line Own the full stack, make Starship reusable at scale, use terrestrial AI compute as a cash engine now, and use the same satellite bus + Starship cadence to win broadband, mobile, and orbital AI.