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Elon Musk throttles Grok Bot limits due to ‘unsustainably high’ costs

TechCrunch AI ↗ · 2026-11-02 Cached

SpaceX CEO Elon Musk confirmed that Grok Bot weekly usage limits were tightened because serving the agentic AI had become 'unsustainably high' relative to revenue, even as SpaceX's AI division reported strong profits.

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#spacex

SpaceX could buy Boost Mobile as part of its big mobile carrier plans

The Verge ↗ · 2026-11-02 Cached

SpaceX正在与Boost Mobile洽谈收购或接入其网络,以推出自己的移动服务,作为其将Starlink打造成主要美国移动运营商计划的一部分。

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#spacex

@BenjaminDEKR: Well..... This is the core problem: "Which requires a metric-shit-ton of MORE compute to train these models. Which requ…

X AI KOLs Following ↗ · 2026-11-02 Cached

The author argues that SpaceX's core challenge is balancing token production between its own Grok Bot and serving other models like Claude at spot pricing, to fund massive data center and compute investment, while keeping pricing accessible and driving model cost reductions.

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@farzyness: I think this is a misunderstanding of the "problem" SpaceX is facing with Grok Bot. SpaceX generates two kinds of token…

X AI KOLs Following ↗ · 2026-11-02 Cached

A commentary arguing that SpaceX's real challenge is balancing profit from selling tokens for its own Grok Bot versus reselling inference to third-party models like Claude 5.5, in order to fund massive data center buildout while keeping AI pricing accessible.

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#spacex

@BenjaminDEKR: But Anthropic rents compute from SpaceX or, um.... this is getting confusing

X AI KOLs Following ↗ · 2026-11-01 Cached

A tweet joking about the confusing possibility that Anthropic rents compute from SpaceX, highlighting the tangled web of AI infrastructure deals.

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@mikepat711: This is actually great comms but also RIP SpaceX investors tomorrow

X AI KOLs Timeline ↗ · 2026-11-01 Cached

Elon Musk acknowledged that the cost of serving Grok Bot was unsustainably high relative to revenue, prompting commentary about potential impacts on SpaceX investors.

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#spacex

@elonmusk: The other supercompute projects are unable to reach their goals, but SpaceX is already achieving ours

X AI KOLs Following ↗ · 2026-11-01 Cached

SpaceX's Colossus 2 AI data center in Memphis is claimed to be the world's most powerful, with roughly 1.11 million H100 equivalents surpassing OpenAI's Stargate and other big tech campuses, widening the lead by mid-2027.

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@FinanceYF5: Sequoia Capital partner Shaun Maguire spent a week building a bottom-up SpaceX financial model covering through the end of 2028. He says the final numbers came out "absolutely insane." Because SpaceX moves so fast, the forecast range is still wide; the purpose of the model is to break down the complex business into...

X AI KOLs Timeline ↗ · 2026-11-01 Cached

Sequoia Capital partner Shaun Maguire spent a week building a bottom-up SpaceX financial model covering through the end of 2028, calling the final numbers "absolutely insane." The goal is to provide a public framework of figures for discussing SpaceX's complex business.

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#spacex

@elonmusk: Tesla and SpaceX have created meaningful wealth for hundreds of thousands of employees over time and improved the retir…

X AI KOLs Timeline ↗ · 2026-10-31

Elon Musk claimed that Tesla and SpaceX have created meaningful wealth for hundreds of thousands of employees and improved the retirement savings of hundreds of millions of people, likely in the context of debates over his compensation package.

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@elonmusk: True

X AI KOLs Timeline ↗ · 2026-10-30 Cached

Elon Musk replied "True" to a post citing Cathie Wood's claim that SpaceX is severely undervalued, arguing that SpaceX uniquely combines AI, robotics, and energy storage in ways traditional analysts overlook.

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Analysts find looming launch crisis is "more severe" than anticipated

Ars Technica ↗ · 2026-10-30 Cached

Analysts warn the looming rocket launch capacity crisis is more severe than expected, as surging satellite and military launch demand outpaces supply, with Blue Origin's New Glenn ramp-up and US military launch needs as key wild cards.

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Elon Musk’s Ties to Texas Republicans Go Much Deeper Than the Midterms

Wired ↗ · 2026-10-30 Cached

Wired reports on Elon Musk's deep financial and political ties to Texas Republicans, including at least $158 million to super PACs backing Ken Paxton's Senate bid and a $5 million donation to Governor Greg Abbott, alongside years of business benefits in the state.

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#spacex

@elonmusk: BABY, YOU FLEW

X AI KOLs Timeline ↗ · 2026-10-30 Cached

Elon Musk posted a short celebratory message, "BABY, YOU FLEW," likely marking a successful SpaceX rocket flight, with a link to further content.

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Pentagon IG refuses to investigate Starlink/Starshield slowdown in Ukraine

Ars Technica ↗ · 2026-10-29 Cached

The Pentagon Inspector General declined to investigate Starlink/Starshield slowdowns in Ukraine, amid conflicting accounts between the Trump administration and SpaceX, while Putin praised Musk as a 'genius' as Russia launched its own Starlink-alternative satellite constellation.

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SpaceX no longer needs NASA, and that's a problem for America's space agency

Ars Technica ↗ · 2026-10-29 Cached

SpaceX 与 NASA 的关系正在发生逆转,SpaceX 逐步减少对政府合同的依赖,计划停飞 Crew Dragon 和 Falcon 9 商业发射,令 NASA 面临依赖波音等替代供应商的困境。

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@elonmusk: As the prophecy foretold, Starship 42 will be the first tower catch

X AI KOLs Timeline ↗ · 2026-10-29 Cached

SpaceX completed Ship 42's static fire tests ahead of Starship Flight 15, and Elon Musk predicted it will be the first Starship to be caught by the launch tower.

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@SpaceX: Ship 42 static fires complete. The Starship preparing for Flight 15 performed a full duration, six-engine static fire, …

X AI KOLs Following ↗ · 2026-10-28 Cached

SpaceX 完成了 Ship 42 的静态点火测试,为星舰 Flight 15 做准备,包括一次全时长六引擎静态点火和一次单台 Raptor 引擎的脱轨燃烧模拟。

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@elonmusk: Starlink

X AI KOLs Timeline ↗ · 2026-10-28 Cached

A tweet highlighting how SpaceX's Starlink satellite internet served as a lifeline for a mother facing a high-risk pregnancy in a remote rural community in Colombia, where reaching town could take two days on horseback.

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@elonmusk: 10k Starship launches/year is just from Starbase Louisiana

X AI KOLs Timeline ↗ · 2026-10-28 Cached

Elon Musk claims SpaceX plans 10,000 Starship launches per year just from Starbase Louisiana, following SpaceX's FAA comment about targeting 10,000 annual launches by 2035.

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@rohanpaul_ai: NYtimes: If Anthropic follows SpaceX, Goldman and Morgan Stanley could each earn about $100M from its IPO On SpaceX’s I…

X AI KOLs Following ↗ · 2026-10-27 Cached

纽约时报报道,若 Anthropic 的 IPO 仿效 SpaceX 模式,高盛与摩根士丹利各可赚取约 1 亿美元承销费;高盛取得主承销商地位,而摩根士丹利此前还参与为 Anthropic 芯片销售提供融资的博通 630 亿美元交易。

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