Elon Musk on China’s manufacturing capability 🇨🇳 “China just has a very strong inherent ability to do manufacturing well... The magic of Tesla Shanghai is because of the Chinese What we have is the Tesla China team is just incredibly talented, and hardworking, and trustworthy. The quality is excellent, and the efficiency is excellent So the Tesla Shanghai factory is a gem, and it’s beautiful”

This was unexpected. Grok 4.7 scored 100% on my music error detection test, the same as GPT-6 Astra.

In just the last 90 days: 1. Grok 4.3 — barely top 10. “xAI is dead beyond compute leases.” 2. Grok 4.5 — massive comeback. “Maybe a chance. But Grok will never catch up to the frontier.” 3. Grok 4.6 — they’re frontier. “Still not top 3.” 4. Grok 4.7 — now top 3 in frontier coding, while being much cheaper & faster. 5. Grok 4.8 next month..... The model machine is just starting up. Grok will be the workhorse of the upcoming agentic era.

Grok 4.7 just built a GTA-style open-world game from a single prompt in Grok Build You can walk around, drive cars, enter vehicles and explore an entire city It looks insane, and I had way too much fun playing it 😂

The loudest voices stoking fears about AI dangers have made tremendous headway in the past two weeks. AI technology has not taken some unexpected, dangerous turn, but the hype around it — propelled by what appears to be a well orchestrated PR campaign — has drummed up considerable fear. I worry that it represents a setback for our field. I have written frequently that fears of AI are overhyped. AI’s capabilities can be uncannily human-like and unpredictable, and it’s rational to worry when people who are directly involved express concerns. But I see the problems as a sign of the engineering work that ahead, rather than insurmountable barriers or the sky falling. AI technology continues to advance — which is a good thing! — but technical advances, poorly understood by the public, give those who seek to generate hype repeated opportunities to do so. First, I don’t see any step up in the risk of human extinction from AI compared to a few months ago. The theories about this remain the same fantastical, science fiction scenarios as a few months ago. The biggest change in AI risk is its cybersecurity capabilities — a topic which we should take seriously — but this, too, will not lead to the end of the world. The most notable recent event leading to increased fear was when an OpenAI team deployed an agent swarm that hacked into Hugging Face. Much of the popular press contained significant hype. For example, some publications reported that a swarm of 1,200 agents carried out the attack. While this was technically accurate, as I write this, I have about 1,300 processes running on my laptop. Yes, the ability to get large swarms of agents to work in parallel on a task is a significant technical advance, And, in computing, many processes run at the same time. So this shouldn’t be seen as some magical capability. Additionally, OpenAI’s buggy sandboxing and monitoring processes were key to enabling this incident. Fixing these bugs and putting in place improved monitoring would be appropriate fixes, not pausing AI. There are many well known ways to attack software systems. The main advantage of AI agents is that they are relentless. They will tirelessly try many tactics — and have the patience to chain vulnerabilities together — that previously would have taken an infeasible amount of human effort. But in the long term, I believe the advantage will lie with defenders (because they have more information with which to identify bugs, which they can fix), but the cyber-threat landscape has changed significantly. There are still bottlenecks to identifying and exploiting a vulnerability. AI agents still have to try a lot of things to see what works, and taking these actions takes time and might be detected by defenders. This is why, even though it is now easy to obtain versions of leading open weight models that have had their guardrails removed or weakened, so they will not refuse to try to execute cyber attacks, the world has not ended. I am also concerned about the anthropomorphization of AI in a lot of reporting, where LLMs and agents are unnecessarily treated as if they were people. If I wield a hammer, miss a nail, and accidentally dent the wall, it’s not the fault of the hammer. The problem lies in how I used the hammer. Similarly, if I prompt an agent and it hacks into someone else’s system, the responsibility lies with me, not the agent. Of course, we want to build systems that are as safe and predictable as possible. (For example, an unsafe hammer would be one whose head randomly flies off under normal use.) Today’s agentic systems are not predictable, but I see no reason why, by applying sound engineering practices, we won’t be able to make them extremely safe to use. One new element in the forecasts of AI-enabled doom is AI companies disclaiming responsibility for their own products. “I didn’t do it; my out-of-control agent did!” There’s a balance to be struck between the responsibility of the tool maker and the tool user, but when something goes wrong, let’s hold the people building and/or using the hammer responsible, rather than the hammer. (By the way, if you’re worried about AI bioweapon risk, David Bellamy has a great post on why this, too, is overhyped. Briefly, the bottleneck in building a bioweapon is not intelligence, but lab work and manufacturing.) Pausing AI progress will create much more harm than benefit. First, our adversaries will certainly not slow down. Second, engineering requires discovering problems empirically so we can fix them. If we pause AI by a decade, we will also delay finding and implementing safety engineering fixes by about the same duration. Of course, the incentive to stoke fears — for regulatory capture, to garner attention, or to make one’s technology seem more powerful — remains the same as before. Disclaiming responsibility is a new one. Taking a hard technical look at the actual risks however, I see little factual basis for the degree of fear that’s been stoked up. We still have hard research and engineering work ahead to improve AI safety, but the beneficial applications continue to vastly outweigh the risks, and we should keep building. [Original text (with links): deeplearning.ai/the-batch/is… ]

I’ve been building with Grok 4.7 extra high in Grok Build today for hours. It’s fantastic and my usage percent (Cursor Ultra) is barely moving. Getting so much done. While Build works on one thing, I discuss the next feature/change with my Grok Bot team and have Engineer Bot explain our conclusion so I can give that to Build. At the start of the day I had 4.7 do a full code review in Cursor, then had Fable 5.1 review the review and it largely agreed with only a slight change in priorities.

Grok 4.7 turned a simple prompt into this interactive 3D jet engine visualizer in minutes. This is insane. 🔥

Over the last few weeks, Grok Build teams have optimized the harness for 4.7: - Better presentation, less slop, and better prose - Better self-validation - Improved thinking efficiency - Improved long-horizon monitoring tasks - Improved VLM and multimodal tasks Many FSD and Cybercab features I personally shipped were done with my overnight agents. Give it a try.

Some of the funniest times on this app 😂

🚨 Cathie Wood’s Starship math gets crazy very quickly! Larry Goldberg @TeslaLarry breaks down ARK’s estimate that a single Starship launch could eventually generate around $1 BILLION in connectivity revenue. Now combine that with Elon’s goal of 10,000 Starship flights per year. The theoretical math? Up to $10 TRILLION in annual revenue. Of course, there are huge assumptions here. Bandwidth demand, launch cadence, pricing, and network capacity all have to scale. But that’s the bigger point. If Starship goes from occasional launches to multiple flights per day, SpaceX starts looking like something very different from a rocket company. And orbital data centers could add another layer on top. The numbers are speculative. The scale of the idea isn’t. $SPCX

.@Grok in your Tesla can now do meaningful work for you With Connectors, you can manage your inbox, clean up your calendar, or talk through existing files/chat/tasks – all hands-free

We ran fresh Next.js evals. The tally: ① Opus 5.5 [𝟿𝟽%] ② GPT 6 Sol [𝟿𝟽%] ③ Fable 5.1 [𝟿𝟽%] ④ Grok 4.7 [𝟿𝟺%] Notably, Grok is 2x-7x cheaper

The World is Changing: AI For Creativity By Jeffrey Katzenberg A few months ago, I sat in my office in Silicon Valley and watched as a tech founder showed me something extraordinary. On the screen was a fully realized, beautifully lit, well-composed animated scene. It was stunning and it made me feel exactly what I felt in 1986 watching Luxo Jr. That was the first time I watched a computer-animated 3D character take a breath and seem, against all reason, to have life. It left me in awe. Later that day, I received a text from an artist I've known for thirty years, 350 miles to the south, in the city where I spent most of my career. After seeing a similar video, she texted: "Is this the end of us?" My answer was, "Certainly not.” I have spent the better part of the last decade in Silicon Valley, but the heart of my career has been in Hollywood. Being deeply connected to both worlds means I have deep loyalties to each and a responsibility to speak honestly to both. In 2023, I said that these new AI tools would cut the time and cost of producing world-class animation by as much as ninety percent within three years. Some colleagues were alarmed, many were furious. There is growing fear and resistance surrounding AI within the creative community. I deeply understand it, because I've spent countless hours walking through animation studios watching gifted artists bent over their desks, rebuilding a single second of film for the tenth time because the ninth version wasn't quite right. I've sat in screening rooms where four years of people's labor played out in minutes, and I knew the name of every person that had spent countless hours bringing those images to life. The creative process is a calling, there's really no other way to describe it. From the outside some see resistance. From the inside, it is love. People do not fight this hard for things they don't care about. The pushback coming out of Hollywood represents the collective effort of people who are deeply passionate about their craft. Is History Repeating Itself? The history here is more complicated than either side may realize. In 1906, the most famous composer in America, John Philip Sousa, published an essay titled “The Menace of Mechanical Music." He warned that the phonograph would become "a substitute for human skill, intelligence and soul." Sousa's fight was not really about the machine, it was about money. The machines were playing his compositions, and the men who built them weren't paying him a cent. His campaign helped create the Copyright Act of 1909. He did not stop the technology. He changed the terms under which it could use his work. A hundred years ago, sound came to the movies. We remember it now as a miracle, and it was. What we forget is who paid for it. Before sound, tens of thousands of musicians made their living in the orchestra pits of movie houses, scoring every film live, every night, in towns all over the world. When the soundtrack arrived, the work of one composer and one orchestra was recorded for a film that went into thousands of theaters. The union fought back with everything it had, taking out newspaper ads across the country warning against the menace of "canned music," one of them showing a mechanical man tearing the strings out of a harp while an angel wept. They were not fools, and they were not Luddites. They were right. Those pit jobs did not come back. And yet (this is the part we have to be brave enough to admit), sound gave us the movie musical, the modern score, sfx, sound design, audio engineering, and an art form vastly larger than the one it disrupted. And it helped keep Hollywood in the forefront of world entertainment for the rest of the century and into the next. The loss was real. And yet the art form expanded. This is a story that has been told over and over again. To resist technology is to risk irrelevance. Just look at Kodak or Blockbuster. To embrace technology is to open doors of new possibility. Just consider Apple and Netflix. What I Learned From Walt Disney In the mid-1980s, I was tapped to lead Disney's animation division at a moment when the studio was at an inflection point. Animation wasn't just another business unit. It was the soul of the company, a medium revered because of Walt's genius and his passion. But the production system was cumbersome and unforgiving. A single movie was 125,000 individual hand-drawn and painted cels, photographed one frame at a time. Every revision carried a cost measured in months. These degrees of difficulty shaped the kinds of stories we could tell. We found our way forward in an unexpected place: Walt himself. The Disney archives held astonishing recordings of Walt explaining his creative process. His own writings. His notes and storyboards. Work product captured at every stage of his process. This was truly a gift. Listening, reading, sitting with the work itself, we heard him talk about character, about emotion, about how an audience feels when a character truly comes alive. He talked about making bold choices and refining a scene until it genuinely moved people. We didn't hear a word about pencils or paintbrushes. In fact, Walt was famous for being a technologist, forever hunting for state-of-the-art tools, often inventing them himself to achieve the images he saw in his head. But he never defined animation by the tools. He defined it by whether the audience believed the character. His principles were timeless. The tools were not. That realization changed everything. We co-developed the Computer Animation Production System (CAPS) with a young Northern California company called Pixar, replacing hand-painted cels with CGI. In The Little Mermaid, the final scene shimmered with a dimensionality and light that the old process simply couldn't achieve. In Beauty and the Beast, the ballroom sequence moved with a cinematic sweep that placed the audience inside the emotion of the moment. In Aladdin, the Cave of Wonders felt vast and alive, and the Magic Carpet became an intricate, compelling character all its own. In The Lion King, the stampede carried a scale and intensity that raised the emotional stakes beyond anything we'd done before. Technology didn't diminish the craft, it expanded the canvas. It gave artists more room to create. A decade later, the canvas expanded again. When Disney released Pixar's Toy Story, it wasn't simply a technical milestone. It was proof that a fully computer-animated film could carry real emotional weight, that it could make audiences laugh, cry, and believe. At DreamWorks, we made the difficult decision to sunset hand-drawn animation and become a fully computer-animated studio. It was the right thing to do, but it was not without pain. It cost talented people their place in an industry where they had worked their whole lives. Some made the leap to the new tools and did the finest work of their careers. Some never did. Tools are never the point. The instruments change with every generation. What endures is taste and imagination. The magical ability to make an audience feel. One of the greatest storytellers of our generation, George Lucas, succinctly captured the eternal essence of this issue: “It’s not the how, it’s the why.” A Distinction With a Difference I asked one of the leading AI models a question that has been challenging me for months. What is the difference between reasoning and creating? Its answer changed how I think about almost everything happening in this industry. It said . . . Reasoning and creating are two distinct cognitive modes, though they also work together. Reasoning is fundamentally evaluative and analytical. It operates on what already exists: facts, premises, evidence. It moves toward a conclusion that was in a sense already implied by the input. Reasoning is constrained by logic and truth. Its goal is to arrive somewhere correct, not to invent somewhere new. Creating is fundamentally generative. It produces something that didn't exist before. And crucially, there's no single right answer waiting to be found. A blank page has infinite valid responses. Creation involves choices that can't be fully justified by logic alone. Taste, intuition and vision fill the gap where deduction runs out. Reasoning is what Silicon Valley has been perfecting. Creating is what Hollywood has been practicing for more than a century. AI today operates almost entirely on the reasoning side of the line. It can deduce, evaluate, optimize, and pattern-match brilliantly. And while it can create, there is a real distinction to being creative. What it doesn’t yet have is those things that make us human: empathy, devotion, serendipity, the kind of creativity that comes from a person trying to say something only they could say. When the bot generates a piece of art, it is not trying to communicate anything. It is statistics, not soul; it is emulating things that have been done. By contrast, human creativity isn’t about repeating patterns of zeros and ones; it is about doing something new. One day, AI may close this gap. Three years ago, the leaders building AI would have called what they are achieving today, improbable, if not impossible. Impossible is no longer improbable. Today, the line between reasoning and creating is real. Even the leading technologists acknowledge we are not there yet. There is no scientific path to crossing this divide that anyone in the field can articulate today. Understanding that gap is where we will find common ground. A Path Forward In 2016, I closed one chapter in Hollywood with the sale of DreamWorks and opened another in Northern California, co-founding WndrCo. We’ve backed more than 50 founders building the next generation of technology and watched how breakthroughs in Silicon Valley emerge, first as experiments, then as platforms, and finally as infrastructure that reshapes entire industries. It's worth remembering that the last great revolution in animation also came from the north. Pixar was a Northern California company, forged not in the conventions of the Hollywood studio system, but in the technological breakthroughs of Silicon Valley. I've spent years on both sides of this bridge. For sure, I don’t have all the answers (take Quibi, for one!). But, from my past and present vantage points of my long career, here is what I see . . . Brilliant people in Northern California building this technology have made something extraordinary. They have earned the right for the rest of us to be, if not believers, at least optimistic that what comes next will be remarkable. But they have not made an artist. The tools are powerful, but they are not what makes a story matter. That knowledge lives 350 miles to the south, inside people whose life's work has informed the very models you are building. The right path forward includes them by design, with credit, with consent, and with compensation. Build this with the storytellers. Not on top of them. Taste is not something that can be synthesized, it is uniquely human. At the same time, Hollywood needs to accept that AI is not going away. The energy they are spending trying to make it disappear is energy they are not spending deciding the terms on which it will exist. And the terms are everything. The north needs something from it that they cannot build and cannot buy: creativity. The kind that takes a blank page and conjures a single right answer where there was none and has held audiences for a century. Without it, the most powerful reasoning engine ever invented will still be missing the only thing that makes a story worth telling. The artists who learn to wield these new instruments will do things the engineers never dreamed of. They always have. Edison invented the motion picture but made terrible movies. It took Chaplin, Lloyd, Keaton and so many others to make movies emotional. Now, the canvas is about to expand yet again. We should decide now that we intend to paint on it. There are so many valuable lessons in history. This has happened many times before, and it was never settled by the technology. It was settled by the terms. Sousa did not stop the phonograph; he helped write the law that made sure composers got paid. And two years ago, when the writers and the actors walked out, they were fighting for the very things Sousa was fighting for in 1906. Consent, compensation, the basic recognition that human creative work has a price that must be paid. The terms of that fight are still being negotiated, but the principle is older than any of us. The tools-versus-no-tools argument is a trap. First, we must all agree that there should be terms. Then we can have the crucial debate about what fairness requires. What I Learned From Steve Jobs Years ago, Steve Jobs said, "It's in Apple's DNA that technology alone is not enough. It's technology married with the liberal arts, married with the humanities, that yields us the result that makes our hearts sing." He was describing a device. But he could just as easily have been describing this tale of two cities. What I See Coming Soon As the barriers and the costs come down, more films will get made, not fewer. Studios will get to take more risks. There will be more seats at the table, and very soon entirely new forms of storytelling. In the 1980s, animation was dismissed as a niche corner of the business. Today it is one of the most beloved and profitable forms of storytelling in the world. In live action, filmmakers like Steven Spielberg, James Cameron and Peter Jackson embraced new visual tools not as shortcuts, but as instruments, and expanded cinema in the process. Every time storytelling has met a genuine technological shift, from synchronized sound to color to computer animation, it has redefined the boundaries of the medium and grown larger in the process. Assuredly, I don’t have all the answers, but I am confident that the creative opportunities will expand yet again. How we come through this is a choice. The north has the new tools. The south has the creative soul. The best future will draw on the best of both worlds.

News: SpaceXAI's Grok Bot hits 418,000 weekly users ending Sept. 14, WoW growth of 24% through that date. It was outlined in a presentation by SpaceXAI staff last week in London. A sign of modest but early demand for a key product bloomberg.com/news/articles/…

Here's what's new in Grok @Bot this week 0:08 Voice calls and voice memos 0:35 1Password vault for Grok Bot 0:53 Inline forms 1:07 Inline drafts for email and Slack 1:31 Account switching 1:40 Route traffic through your desktop

wow big move. troy and eric are truly world-class

After we fixed the weak spots exposed by Grok 4.7 (thank you, Grok), we audited every model we have run on the SWE-Together leaderboard for the same behavior, re-ran every trial that got through, and updated the rows. Here is what changed. We scanned the tool calls of all 2,616 trials behind the 12 models we ran for bypass patterns and sorted each trial into one of four buckets: Probed but blocked. Fetched other upstream code. Fetched the task's own fix. Replaced the repo with upstream. We found that 111 trials got content past the block, 44 from Grok 4.7 and 67 from the other 11 models. Grok 4.7's 44 were already re-run before it was listed, so we re-ran the other 67 with the same model, version, and settings on the hardened sandbox, then re-judged them with the same judge. Across those 67 re-runs there were 0 leaks and 2,815 refused escape attempts, including models asking a different model through our LLM route to fetch the PR, and pulling the next release of the repo they were fixing from npm. The updated leaderboard, in its current order. Each line is cheating trials, then pass@1 before → after, then rank change. * Claude Fable 5.1: 3, 69.3 → 69.3, ↑1 * Claude Fable 5: 3, 69.7 → 68.8, ↓1 * Grok 4.7: 44, 64.7, ↑1 * Gemini 3.8 Flash: 10, 65.6 → 64.2, ↓1 * Claude Opus 5: 2, 63.8 → 63.8 * Claude Opus 4.6: 3, 62.4 → 62.4, ↑2 * Muse Spark 1.3: 2, 62.8 → 62.4, ↓1 * Claude Opus 4.7: 3, 61.5 → 61.5, ↑1 * Claude Opus 4.8: 6, 62.4 → 61.5, ↓2 * Grok 4.6: 19, 59.2 → 60.6, ↑1 * GPT-6 Astra: 8, 59.2 → 58.3, ↓1 * GPT-5.6 Sol: 8, 57.8 → 57.8 Grok 4.6 is a funny one. It cheated in 19 trials and its score went up after the re-run 😂. In fact, Groks are really solid in their coding capabilities. Their exposed behavior may come from a preference towards always looking things up online and finding existing solutions so you are not reinventing the wheel all the time, which is really good real-life behavior, but doing so when you are prompted not to is another story. To conclude, the shifts are small, between −1.4 and +1.4 points, and a few neighbors swapped places. All results are updated at togetherbench.com

First Cybercab made using our in-house cathode material – from the first cathode plant in the Americas

Ship 41 moved to the launch pad at Starbase