Grok 4.3 Just Entered the Fight

Elon posted two words: Grok 4.3. Fourteen million people saw it. A new Grok drop is another bid to put a frontier model on the same industrial stack as SpaceX and Tesla.

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Kalshi flagged SpaceX aiming at a $7.5 trillion valuation, a million-person Mars colony, and space data centers. If the market prices Mars and orbital compute as real product lines, SpaceX stops being a launch company and becomes the industrial layer of the next civilization.

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Sawyer Merritt shared a South Korean reporter's first Tesla FSD (Supervised) ride in the country: it obeyed signals, stayed in lane, hit speed limits, merged, changed direction, and the reporter felt no anxiety. Every new country that has that reaction is a market where the car sells itself on software.

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Elon has been stuck in the Tesla CEO role he never wanted. Gwynne Shotwell just absorbed xAI into the SpaceX entity she runs, and Tesla is next, which frees Elon for psychotic engineering while one of tech's best operators executes across the empire. If Tesla follows, the next 10 years of this stack get run like SpaceX.

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I am finding GPT 5.5 just as good as Opus 4.7 in a lot of my use cases, and because OpenAI is far more generous with OAuth I actually use it instead of paying an arm and a leg for Anthropic's API. I was wrong that OpenAI was screwed long term on data. The team is talented. Sam is a separate question. The lab that wins the next decade is the one people will actually run all day.

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Ten Raptor engines first, not 33. Highest chamber pressures SpaceX has ever run on a vehicle, scoped to contain a bad day, and the V3 booster is a clean-sheet redesign from V1/V2 failures and anomalies like B18's nitrogen explosion. The reusable booster that survives its own worst day is the one that turns launch into a bus schedule.

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The 250-year equation is breaking: humans sell time, companies buy it, taxes fund everything. AI does not add a rung on the ladder, it removes the ladder by taking cognition, and Elon just called for federal checks to handle the unemployment his own machines will cause. The political fight of the next 20 years is how a wage tax base survives machines that do the thinking.

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GPT 5.5 CODEX has been insanely reliable for my dev work. It does not seem to make mistakes, and so far it seems far better than Claude Code. If coding agents stop missing on real work, software production becomes a supervision problem.

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