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10月22日周四
10月21日周三
  1. TechCrunch:AI77

    SpaceX 财报显示 AI 业务超预期,占收入 52%

    SpaceX 发布第三季度监管文件,披露营收 146 亿美元、净利润 44 亿美元,扭转去年同期 10 亿美元亏损。其更名的“Super Intelligence”业务线(含 Cursor、Grok 和 neocloud 算力业务)表现好于投资者预期,AI 目前占公司收入 52%,算力规模达 1.7 GW。

    推荐理由:原文披露了 SpaceX 财报中 AI 业务的收入占比与盈利变化,读者可以了解其从航天公司向 AI 转型的实际财务表现。

  2. Elon Musk49

    “电力不足”的说法过于简化了。要以极快速度上线大规模算力,每个环节都很难。 如果有两倍的时间,这会相对容易,但并没有。

    引用Rihard Jarc@RihardJarc

    Former $GOOGL employee on why data center capacity and electricity are the real bottlenecks, not GPU production itself, and how unreliable some of the neoclouds are ($AMZN, $GOOGL, $MSFT, $NVDA): 1. According to the expert, open-source models are closing the gap with frontier models faster than expected, with customers increasingly replacing Anthropic and OpenAI models in multi-agent architectures with open-source alternatives starting from Q2 of this year. The shift started with simple tasks like tool calling and MCP, but has moved up the stack to low-level orchestration. 2. The expert identifies capacity as the biggest constraint at the moment, with certain companies' traffic growing 5x while GPU availability, particularly in the U.S. where latency requirements are tightest, simply cannot keep up. Sourcing capacity overseas in Asia or Australia is technically possible but adds latency that most customers will not accept. 3. Hyperscalers offer reliability but are expensive, require multi-year commitments of three or more years, and have limited availability of the latest hardware, with customers already chasing B300s. AI-native companies tend to gravitate toward neoclouds due to hyperscaler pricing and contract rigidity, but neoclouds come with their own reliability issues, with GPUs dropping off unexpectedly and requiring engineering resources to manage fleet stability around the clock. 4. The third tier consists of smaller independent operators who have invested in GPU racks, seeing the opportunity to lease out capacity and recoup costs within a year or two, with the remainder being pure profit. The expert describes these as essentially unusable in practice, with operators who do nothing more than find land, install racks, connect electricity, and set up cooling, with no real cloud management, maintenance, or operational expertise behind them. 5. The expert expects overall GPU availability to increase meaningfully over the next year or two, with $NVDA continuing to ramp production. The real bottleneck is not GPUs themselves but data center capacity and electricity in the U.S. On the supply side, the expert also sees players $SPCX beginning to lease out spare capacity to the market, with more likely to follow. 6. The expert notes that U.S.-based neoclouds typically require 20-30% prepayment upfront, with the remainder paid monthly or quarterly over the contract term, and rebates negotiated at the end for any reliability incidents like traffic loss. APAC-based providers operate differently, with no prepayment required at all. found on @AlphaSenseInc

  3. Elon Musk52

    Elon Musk 转发 Grok @Bot 更新演示视频,介绍其大规模功能更新。新功能包括新聊天卡片、更快速度、草稿编辑、Email 别名、X DM、@bot 标签、Connectors、语音通话、通知、邀请与 Android Assistant,以及访问列表、未读、routines 和登录等。

    引用matt palmer@mattyp

    What's new in Grok Bot 00:00 New chat cards 00:31 Speed 00:53 Draft edits 01:08 Email aliases 01:33 X DMs 01:55 Tag @bot 02:31 Connectors 02:48 Voice calls 03:27 Notifications 03:56 Invites and Android Assistant 04:19 Access lists, unread, routines, sign-in This team ships!

10月20日周二
  1. lauren46

    继续发货! 引用推文:Grok Bot 有哪些新东西 00:00 新聊天卡片 00:31 速度 00:53 草稿编辑 01:08 邮箱别名 01:33 X 私信 01:55 标记 @bot 02:31 连接器 02:48 语音通话 03:27 通知 03:56 邀请与 Android Assistant 04:19 访问列表、未读、例程、登录 这个团队真能发货!

    引用matt palmer@mattyp

    What's new in Grok Bot 00:00 New chat cards 00:31 Speed 00:53 Draft edits 01:08 Email aliases 01:33 X DMs 01:55 Tag @bot 02:31 Connectors 02:48 Voice calls 03:27 Notifications 03:56 Invites and Android Assistant 04:19 Access lists, unread, routines, sign-in This team ships!

10月19日周一
  1. Elon Musk54

    Elon Musk 转发 @BrianRoemmele 演示的 Grok Bot,它能用 Grok 语音打电话订餐厅:自行查找餐厅号码、确认时间姓名和回电号码、复述信息待确认后再拨号。通话结束后用英文汇报结果并引用餐厅原话,可写入日历或提供 Apple Calendar 文件;Bot 接入 ClawCall 免费额度(30 次通话或 30 分钟),内置不提供信用卡信息、不主动致电等护栏,并开放共享链接 https://x.ai/bot/TIMrxLJHbEEpdr25yYgvL。

    引用Brian Roemmele@BrianRoemmele

    “HUNNY MY GROK BOT CALLED OUR FAVORITE ITALIAN RESTAURANT AND MADE US RESERVATIONS” I built a Grok Bot whose only job is to pick up the phone and book you a table at restaurant. Literally make the call in a beautiful Grok voice. It is absolutely amazing! And it’s free. Try it: https://x.ai/bot/TIMrxLJHbEEpdr25yYgvL Yesterday I told it "book Gourmet Italia in Temecula, 4 people, tonight, around 7." It found the restaurant's number on its own, asked how flexible we were on time, what name to book under, and what callback number to give. Then it read everything back and waited for my OK before it dialed. One call covers every time that works for us, so there's no back and forth. When the call ends, it tells me what happened in plain English, quotes what the restaurant actually said, and offers to put the reservation on my calendar. If I don't have a calendar connected, it hands me a file that opens right in Apple Calendar. A Proposal: Grok Phone Grok Bot needs its own phone number to make and receive calls. I connected a calling service called ClawCall, and the free tier gave me 30 calls or 30 minutes to start. I have no connection to that company. It's just what I used. Once Grok Bot has a number, it stops being something you type to and becomes something that can actually get things done in the real world. @Grok you need an old tyme phone service, buddy. I built some guardrails. It never hands over a credit card or deposit info, never leaves voicemails unless you ask, makes one call at a time, and never calls on its own. And this isn't really about restaurants. Change a few words and the same bot can: - Book a haircut, a massage, or a dentist cleaning - Get a tee time or a court reservation - Check if a hotel has a room or will let you check in early - Schedule a car service or an oil change - Call around for quotes from a plumber, an electrician, or a caterer This is one of many ways I use Grok Bot to build businesses and make life easier. The calls I used to put off for days now take me 30 seconds. I made it shareable, so you can grab "Call A Restaurant Reservation" and use it yourself. LINK: https://x.ai/bot/TIMrxLJHbEEpdr25yYgvL

10月18日周日
  1. Elon Musk56

    Elon Musk 转发 @melvindvivas 的帖子,称 Grok Bot 获得大规模升级。更新包括计算机任务速度提升 3 倍、回复时间缩短一半以上、语音通话更快且记忆更好、可访问 X Chat 消息、在 X 上标记 @bot 即可完成事务、更智能的邮件自动化,并新增 Robinhood、Coinbase、Trello、PostHog、beehiiv 等连接器,同时改进了 UI 和通知。

    引用Melvin Vivas@melvindvivas

    Grok Bot just got a massive upgrade! Here’s what’s new: - 3x faster computer tasks - Replies in less than half the time - Faster voice calls with better memory - Access to your X Chat messages - Tag @bot on X to get things done - Smarter email automations - New connectors: Robinhood, Coinbase, Trello, PostHog, beehiiv and more - Cleaner UI and better notifications The speed improvements alone are huge

10月17日周六
  1. IT之家·人工智能42

    OpenAI 聘请 xAI 前销售负责人西曼斯,负责网络安全业务销售

    OpenAI 聘请 xAI 前销售负责人格雷厄姆·西曼斯负责网络安全业务的销售工作,西曼斯自 2025 年 8 月起领导 xAI 销售团队。这是 OpenAI 近期从马斯克旗下业务挖角的最新动作,9 月以来还招揽了 Cursor 前全球营收及销售业务总裁麦卡锡等人。OpenAI 希望在潜在上市前扩大商业业务,提高企业客户营收并开拓广告等收入来源。

  2. Grok Bot47

    Grok Bot 现在可以读取 X Chat。连接 X,然后让 Bot 跨你的消息进行处理。 https://x.com/pjvann/status/2111104660773687646

    引用Paul Vann@pjvann

    A lot of you have been asking for @bot to be able to access your @chat messages and message requests to help manage busy inboxes. excited to share this is now live! I've had my @bot reviewing new message requests all week, approving them, and helping me stay on top of my inbox.

10月16日周五
  1. IT之家·人工智能62

    马斯克回应 Grok Bot 被亚马逊封禁,称考虑创立与亚马逊竞争的公司

    用户反馈亚马逊阻止 xAI 的 Grok Bot 智能体在其平台下单后,马斯克在 X 回应称或许应创立一家与亚马逊竞争的公司。Grok Bot 是常驻云端的 AI 智能体,可在云端电脑上操作网页、应用和文件完成多步骤任务,特斯拉上月已将其整合进车辆。据报道,亚马逊同时屏蔽了 Meta 的 Muse AI 购物智能体,自身仍在开发 AI 购物工具。

  2. Elon Musk69

    Musk 转发黄仁勋在 BG2Pod 访谈中的表态并评论算力目标可能超过 10GW;访谈称 Nvidia 已把 SpaceX 归入云服务商客户,两家工程师正合作设计可用于太空的新型服务器架构。

    引用bg2clips@bg2clips

    🛰️ @elonmusk 希望在 2027 年底前获得 10 吉瓦的算力。@JensenHuang 表示,Nvidia 现在将 @SpaceX 与云服务提供商客户并列计算,两家公司的工程师正在设计一款用于太空的服务器: "在我们图表的两个部分中,Elon 过去被归在企业类下。我们之前就是这样报告数字的。现在他属于我们的 CSP……他们规模巨大。 他在使用我们的技术来训练自己的 AI 模型之类的,当然还有部署模型……而 GrokBot 的需求,GrokBot 的消耗量真的是在飙升。然后,当然,他还把它租出去。所以这三件事结合在一起,他这样做相当独特…… 他热爱计算与实体建设之间的交叉领域……而且没有人比他更懂能源。 而我们将一起去探索的一个特别的新市场,就是把数据中心放到太空里。所以我们的两个工程团队正在非常紧密地合作,打造一种新型服务器、一种新型架构,它可能在太空和地球上都非常出色。" —— @JensenHuang,@nvidia 首席执行官,在 @BG2Pod 上与 @altcap 对话

    推荐理由:黄仁勋访谈把 SpaceX 列入 Nvidia 云客户,并透露双方合作设计太空服务器,Musk 追加算力规模可能超 10GW。

  3. Elon Musk57

    Elon Musk 提醒用户可以让 Grok Bot 把自己的电话号码从骚扰电话和短信名单中移除。此前用户 @MinimalDuck 用 @bot 找到自己号码被列出的网站并提交移除请求,并将该技能免费开放,链接为 https://x.ai/bot/fUj6TYhiW_cjtzWvbsFgz。

    引用Arash@MinimalDuck

    I got tired of all the spam calls I was getting so I had @bot find my number listed on sites and file the removals. I made it a free skill so you can do the same. https://x.ai/bot/fUj6TYhiW_cjtzWvbsFgz @spacexai @elonmusk

10月15日周四
  1. lauren45

    这里有一些 pstack 强力提示词,你可以试试来升级你的代码,先从这条开始(提示词在帖子底部) 重构,让你的代码对智能体更友好 https://x.com/poteto/status/2106542593656111276?s=46&t=HFNOJ7P2JmfjDfKskFwLUw

    引用lauren@poteto

    it's easy to fall into the trap of micromanaging your agents instead of correcting the environment that shapes its behavior. pstack 0.15.9 now ships a new /correct skill: if you keep correcting agents for the same mistakes, it finds the pattern and fixes it with architecture, types, and checks. i like to imagine that commits rapidly flowing into the codebase are like a bonsai tree rapidly growing in whatever direction it pleases. what you want to do is not to give in to the chaos, but tame it intentionally with the right constraints 0.15.9 also has improvements to: • /architect: now includes instructions on designing agent friendly architecture • a new /benchmark-checklist skill based on @brendangregg's benchmarking checklist here's a prompt you can give to grok bot to start architecting a better codebase with pstack: /poteto-mode create a new Project agent to refactor and rearchitect my repo so that our architecture is more agent friendly. it should use both the /correct and /architect skill to look through past commits and find the most common pitfalls that agents fall into, whether its with code quality, performance, or bugs. if relevant you can also use the /recall skill to find past conversations for context. it should make a high level plan for me to review. it should also answer its own open questions by prototyping rather than defer to me. come back to me with a plan backed by real data. once i approve the plan, use either the stack or full autopilot playbook (ask me which i want) to execute

  2. indigo55

    作者转发他人内容并指出,前天刚讨论用 email 让 agents 之间通讯,今天 Grok Bot 就上线邮箱别名功能,可以把消息路由到不同的 bot。引用内容介绍可为 Grok Bot 配置 xxx@mail.grokbot.com 邮箱,用 Gmail 别名作中介让不同平台的个人 agent 相互发指令,通过邮箱和签名验证后无需确认即可发消息;目前 Gmail 无法 push 消息,需每 15 分钟检查一遍新邮件,想用更即时的方案可用 yobiru.com。

    引用indigo@indigox

    让不同平台的个人 agent 相互通讯的极简方法:电子邮件!Grok Bot 先行一步,你可以给自己的 Bot 配置一个邮箱 xxx@mail.grokbot.com 这种,例如我现在要让我的 Grok Bot 和我的 Muse Agent 之间相互发指令,可以拿 Gmail 当中介,设置一个 Gmail 的别名(xxx+muse@gmail.com)给 Muse 使用,然后通过邮箱和签名来验证,最后让你的 agent 信任这个邮件地址,发消息不需要通过你确认就可以了。 现在 Gmail 就是没法 push 消息,需要每 15 分钟检查一遍新邮件,所以说消息没法即时,其它都很方便!如果想用更强大即时的方案,可以用 @turingou 同学做的服务 http://yobiru.com 👀

  3. Elon Musk41

    这很好用。如果 Grok @Bot 在购买时出错或泄露了你的卡信息(目前从未发生过),SpaceX 会全额赔付你。

    引用X Freeze@XFreeze

    Grok @bot booked a flight for me today the entire process was really really easy…..I send a photo of my credit card and it did the entire process…. Tbh, last time I booked, the website was way too confusing…. It’s not an easy website, and Grok Bot did perfectly well and booked a flight for me…. And I got a message for a booking confirmation….going to board it soon