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SpaceX 似乎削减 Grok Bot 用量配额,马斯克称运营成本相对收入过高

原标题:SpaceXSI apparently cuts Grok Bot quotas weeks after Musk called it his fastest-growing product

据 The Telegraph 报道,SpaceX 在周末将多名用户的 Grok Bot 配额减半,马斯克周日回应称“运行 Grok Bot 的成本相对收入高得难以为继”,有用户反映需等数天才获得新配额。Grok Bot 可浏览网页、回复邮件并登录账号,与 Grok 和 Cursor 共享配额;不到两周前马斯克刚称其为增长最快的产品,SpaceX 总裁 Gwynne Shotwell 10 月初曾给出每周 80 万付费用户、较上月翻倍以上的数字。文中还提到 OpenAI 将从 12 月起合并 Codex 与 Chat 配额,Anthropic 称一个 Agent 的成本是简单聊天的 4 到 15 倍。

为什么值得看

文章把 Grok Bot 降配与 OpenAI、Anthropic 收紧固定费率计划并列,帮助读者理解 Agent 商业化成本压力。

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原文

SpaceX is apparently cutting Grok Bot usage limits. According to the Telegraph, several users saw their quotas slashed in half over the weekend. Elon Musk responded to complaints on X on Sunday, saying that "the cost of running Grok Bot was unsustainably high relative to revenue." He didn't confirm a cut outright, but the statement speaks for itself. One user reported waiting days for a fresh quota. Musk asked him whether a bigger subscription would be too expensive.

Grok Bot browses websites, answers emails, and logs into accounts, similar to Meta's Muse, OpenAI's Dot, or Anthropic's Claude Duet. It shares its quota with Grok and the coding platform Cursor. Less than two weeks ago, Musk called it his fastest-growing product, according to Forbes. SpaceX president Gwynne Shotwell cited 800,000 paying users per week in early October, more than double the previous month's figure.

OpenAI and Anthropic are tightening their flat-rate plans too. OpenAI is merging Codex and Chat quotas starting in December and cracking down on account-hopping. Anthropic says an agent costs four to 15 times as much as a simple chat.

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事件综述

SpaceX 收紧 Grok Bot 使用限额,马斯克称成本相对收入难以为继

2026年11月初,多名用户在万圣节周末发现 Grok Bot 的每周使用限额意外触顶。有用户称用量从最低 50% 跳到 100%;据 The Telegraph 报道,SpaceX 在周末将多名用户的配额减半,并有用户反映需等数天才能获得新配额。马斯克周日(11月2日)确认这不是故障,称“运行 Grok Bot 的成本相对收入高得难以为继”,但未说明订阅者限额后续将如何调整。Grok Bot 可浏览网页、回复邮件并登录账号,与 Grok 和 Cursor 共享配额。不到两周前马斯克刚称其为增长最快的产品;SpaceX 总裁 Gwynne Shotwell 10月初曾给出每周 80 万付费用户、较上月翻倍以上的数字。报道背景还提到:SpaceX 上月文件显示 AI 已占公司收入 52%,其更名后的 Super Intelligence 部门盈利 4.31 亿美元,若非收购 Cursor 相关的 12 亿美元一次性成本还会更高。后续报道称配额被减半,早先部分用户称用量从 50% 直接跳到 100%,两者对限额收紧幅度的描述不完全一致。

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