The Only Way to Scale AI by 2029 Is Orbit

SpaceXAI shipped Grok 4.6 at frontier quality for the same price as 4.5. Twenty-five million people watched the cost of intelligence move. Then the week got bigger: compute goes to orbit, and the chipmakers showed up with a $100 billion check.

Grok 4.6

SpaceXAI introduced Grok 4.6. It delivers frontier intelligence and is a significant improvement over Grok 4.5 at the same price. If frontier quality shows up at last year's price, the paid-API labs have a cost problem they cannot talk their way out of.

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Cybercab with Starlink

robotaxi posted the first Cybercab with Starlink integration. A robotaxi that carries its own satellite link does not need a city's cell network to run.

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My Grok Bot team

I spun up a Grok Bot team: Webby for web design, Shotry for short-form, Writey for articles and newsletters, a Claude Code specialist, a Codex specialist, Script for YouTube scripts, Idea for generation, and Master as the orchestrator. Super easy to spin up. 4.8 million views. A one-person media company becomes the default, because the team is a list of agents.

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Most efficient high intelligence

Elon said Grok is the most efficient high intelligence AI. Once models are smart enough, watts per useful answer is the whole game.

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Tesla shareholders and SpaceX

My gut says a majority of $TSLA shareholders will want to be acquired by $SPCX by the end of the year. People are not grasping the SpaceX earnings acceleration, especially as the NVIDIA partnership deepens and becomes a key player in the capex for the AI side, and Elon has to give that extremely loyal Tesla retail base a fair premium. Tesla becomes a division of the SpaceX stack, or that retail base revolts.

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Super Bowl FSD

Tesla is ready for its first Super Bowl commercial. Thirty seconds of the most banger social posts of people getting mind blown by FSD, then 30 seconds of what it looks like when you no longer have to pay attention. The ad that ends the ICE era is just other people waking up to FSD.

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I stopped using Anthropic

I have stopped using Anthropic's models. I primarily use Grok and ChatGPT, with more and more of my work migrating to Grok now that @bot is out. The model you live in daily wins the seat, and Anthropic just lost one.

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Tied on agentic work

Grok is now tied for best performance on the current most economically viable use case for AI - agentic workloads. The money follows agents, and the model that can run them at scale takes the enterprise.

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Orbital compute around 2029

Elon said land power and permitting mean orbital compute is the only way to scale AI around 2029. If the grid cannot keep up, the next decade of training runs lives above the atmosphere.

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SpaceXAI plus Cursor

SpaceXAI said Cursor is joining, starting with software engineering. The coding agent sits inside the same stack that is trying to own orbital compute.

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Tesla V2L on Model Y Premium

Sawyer Merritt flagged vehicle-to-load launching on the Model Y Premium in the US. The car stops being just a ride and starts being a generator you already own.

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About $100 billion into SpaceX

Nvidia, Google, and AMD just put about $100 billion combined into SpaceX. That is not a sponsorship. That is the chip industry buying the launch and power stack.

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A skateboarder robot with no eyes

Aditya Bhatt posted a robot that skateboards with no vision and no markers. If balance and motion work without cameras, the cheap humanoid does not wait on a perfect world model.

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Burry covered the Tesla short

Michael Burry fully covered his Tesla short. The famous short is off the board. The people still fading FSD and the robot are arguing with a tape that just stopped paying them.

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The AI spend gap

The median company spends $12 per employee per month on AI. The top 1% spend $7,500. That gap is the next ten years of who still has a company.

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