Grok Starts Paying for SpaceX

Farzad thinks people will be stunned by how fast Grok starts generating revenue for SpaceX. Einride is deploying 500 Tesla Semis. A Chinese rocket just stuck a first-stage landing.

Grok starts paying for SpaceX

Farzad: people will be stunned by how quickly Grok starts generating massive revenue for SpaceX. Grok Bot is Apple-like. It just works. Grok 4.6 in Grok Build is as good as GPT or Claude for most use cases, and faster and cheaper. Pair that with SpaceX compute growth and you get a vertically integrated token machine.

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Pay the zip code. Get the data center.

Axios: GOP warns AI companies that data centers are politically radioactive. Farzad's fix: a hyperscaler announces 10 new projects, covers 100% of electricity and water costs of residential areas in the zip code that approves it plus the adjacent ones, and puts money into schools and plants. Prove the abundance thesis in public.

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500 Semis. World's largest Tesla truck order.

Einride will deploy 500 Tesla Semis on Saga AI for Amazon and other North America customers over 24 months starting September 2026, the world's largest Tesla Semi deployment. Tesla Semi director Dan Priestley confirmed the 500-truck order.

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LandSpace stuck the landing

Chinese rocket company LandSpace landed the first stage of its ZQ-3 rocket for the first time.

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Anthropic doubled. OpenAI did not.

WSJ on Q2: OpenAI revenue $6.7B, up 18% from $5.7B. Operating loss including stock pay rose from $9.3B to $12.3B. Anthropic more than doubled quarterly revenue to $11.6B and posted a small adjusted operating profit. Farzad: Uh oh.

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