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This is my summa of what SpaceX $SPCX actually is.
You are not just investing in a rocket company but more importantly investing in humanity and the long term path toward a Type II civilization
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stark0xbt
Basically $SPCX is adding $17B-$19B ARR per month the next 3 months.
Colossus 1 is 150k H100, 50k H200 and 30k GB200.
Colossus 2 is 110k GB200 and 440k GB300.
Another 220k GB300 will be fully operational next week and another 220k in November. If we get lucky, yet another 220k GB300 by late December.
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YES, 660,000 GB300s TURNING ON IN 90 DAYS
Let the skeptics of SpaceX $SPCX keep doubting. I seriously don’t have time to explain to all of them and I don’t want to.
Like I said, market inefficiency is the opportunity.
🚨 BREAKING: SpaceXAI will have 1 MILLION GPUs online NEXT WEEK and 1.44 MILLION by year-end
>Colossus 1: 150k H100 + 50k H200 + 30k GB200
>Colossus 2: 110k GB200 + 440k GB300
>Another 220k GB300 next week
>Another 220k in November
>Another 220k in December
660,000 GB300s TURNING ON IN 90 DAYS
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$SPCX on track to be above 2GW by the end of 2026
Colossus 1 is 150k H100, 50k H200 and 30k GB200.
Colossus 2 is 110k GB200 and 440k GB300.
Another 220k GB300 will be fully operational next week and another 220k in November. If we get lucky, yet another 220k GB300 by late December.
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I bought extra $SPCX shares on every single unlock day + holding all my shares from 2020-2022.
It’s not just that I believe in @elonmusk and the @SpaceX @SpaceXAI team. The main reason is that over the past few years I’ve watched the company’s development and execution charging forward at high speed. I’ve also been one of the earliest Starlink users — and I still am today — and I’ve been using Grok and later the Bot the whole time. That kind of firsthand experience isn’t something ordinary investors can feel from reading financial statements. If you need to look at the reports before you can realize the trend, you are absolutely way behind the S curve.
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Elite AI programmers can forecast future market movements way sooner than any Wall Street analyst. $SPCX
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I completely agree with Justin’s view — it’s an investment philosophy I’ve always believed in. The gaps between large language models will shrink dramatically for two reasons:
1. Technical talent keeps circulating among these big companies
2. Eventually most code generation will be handled by AI itself.
So what matters isn’t the first two miles — it’s the last mile.
My take: the last-mile argument is strongest when the moat isn’t just the model, but the proprietary data, workflows, and distribution that sit on top of it. That’s exactly why SpaceX’s decades of infrastructure matter more than any single model improvement — and why pure frontier labs without that layer stay vulnerable.
There’s a lot of talk about OpenAI, Anthropic, and SpaceX being worth more than the combined IPO day value of all 3,365 U.S. tech IPOs from 1980-2025.
But they can have very different destinies.
OpenAI and Anthropic can both become $5-10 trillion companies near term and still ultimately become zeros if they don’t create a real moat. SpaceX has spent decades building one.
Incremental model improvements alone will not be enough for the frontier labs.
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vincent retweeted
Really puts SpaceX infrastructure building capability into perspective. 7 years from a tent to a rocket manufacturing city.
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Welcome to $SPCX
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Grok @Bot usage is growing faster than anything we’ve ever seen
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/…
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the Grok @Bot desktop app just got even faster! we shipped 53 perf fixes over the past few days:
• reconnecting after a flaky connection: 60s → 0.7s
• waking your laptop: 23s → 1s
• switching back to a bot's Computer view: 868ms → 27ms
• opening a chat with a long code block: 954ms → 228ms
• the Media tab no longer re-downloads every time: 137MB → 0.7MB
plus smoother sidebar animations, no more jumpy screenshot-heavy chats, and much lower memory usage while idle.
still more to improve!
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SpaceX $SPCX has solved the single greatest bottleneck facing artificial intelligence over the next decade and beyond — using Starship, a technology no one has ever attempted before, and doing it at mass-production scale, at the absolute extreme of speed.
This is not an incremental improvement. It shatters every model Wall Street analysts have built. The numbers sound terrifying, almost unreal — but they are the facts.
Starship is the key, is everything.
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Grok 4.7 places @SpaceXAI as third, after Anthropic & OpenAI, for agentic coding.
When factoring in that Grok is significantly faster & lower cost, it’s a great choice for your everyday workhorse.
Grok 4.7 scores 46 on the Artificial Analysis Intelligence Index to bring SpaceXAI into the top 4 AI labs. Coding Agent Index performance has also improved, overtaking GPT-5.6 Sol
Grok 4.7 scores +2 points over Grok 4.6 on the Intelligence Index, with strong performance on agentic knowledge work tasks. We evaluated the new model at xhigh reasoning effort.
Congratulations to @SpaceXAI and @ElonMusk on the release!
Key takeaways:
➤ Grok 4.7 joins the frontier of agentic knowledge work: Grok 4.7 gains +111 Elo over Grok 4.6 (high) on AA-Briefcase, our private benchmark for long-horizon agentic knowledge work, scoring 1657 Elo and placing it alongside Claude Opus 5 and Claude Fable 5.1 at the frontier. On GDPval-AA, it scores 1695 Elo, +90 ahead of Grok 4.6 (high).
➤ A leap in coding agent performance: Grok 4.7 (xhigh) with Grok Build scores 56 on the Artificial Analysis Coding Agent Index, up +9 points from Grok 4.6 (xhigh). Among models in their native harnesses, Grok 4.7 + Grok Build now ranks 4th, behind only Claude Fable 5.1, GPT-6 Astra, and Claude Opus 5.
➤ Incremental performance changes elsewhere: Outside of agentic knowledge work, Grok 4.7 broadly matches Grok 4.6 (high) on the other Intelligence Index tasks. It improves on Terminal-Bench 4.0 (+4.5 percentage points) and GDP.pdf (+3.0 p.p.), with regressions on AA-LCR (-3.7 p.p.) and AutomationBench-AA (-1.1 p.p.).
➤ High token use across tasks: Grok 4.7's gains come with higher token usage. Grok 4.7 (xhigh) uses approximately 81k output tokens per Intelligence Index task, compared with 36k for Grok 4.6 (high) and 27k for GPT-6 Astra (max) - 125% and 196% more, respectively.
Other model details:
➤ Context window of 500k tokens, unchanged from Grok 4.6
➤ Pricing of $2/$6 per 1M input/output tokens with cache hits discounted to $0.50 per 1M tokens, matching Grok 4.6
➤ Configurable reasoning effort spans low to xhigh. Our evaluation uses xhigh.
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