xAI

Model

Grok named the Republican in 92% of forced answers, and its $7.6 billion quarter rests on that API

Cornell's Convovo study found Grok 4.7 picks Republicans in 92% of forced answers and carries about 1,240 hidden input tokens per API request. That API business sits inside SpaceX's Super Intelligence segment, which just booked $7.6 billion of quarterly revenue sold on enterprise Grok adoption.

October 25, 2026 · 2 min read

Applications

SpaceX paid $60 billion for Cursor, now bundled at $30 a month that excludes Claude and GPT

SpaceX's new Super Intelligence segment out-earned Starlink in the same quarter the company folded its $60 billion code editor into an $8 to $200 consumer bundle that excludes the models most developers actually use.

October 22, 2026 · 3 min read

Data Center

Anthropic can walk from $84.5 billion of SpaceX compute on 90 days' notice; the stock is at 103 times sales

Anthropic's bill to SpaceX nearly doubled to $84.5 billion through 2029, on terms the customer can largely cancel with 90 days' notice. Bulls price a $54 billion AI revenue ramp, bears price the exits, and the stock trades at 103 times trailing sales.

October 16, 2026 · 4 min read

Latest on xAI

SpaceX and Tesla boards weigh a $3.5 trillion merger over xAI's $40 billion GPU lease

Grok named the Republican in 92% of forced answers, and its $7.6 billion quarter rests on that API

SpaceX paid $60 billion for Cursor, now bundled at $30 a month that excludes Claude and GPT

Anthropic can walk from $84.5 billion of SpaceX compute on 90 days' notice; the stock is at 103 times sales

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