马斯克确认 Grok Bot 收紧使用限额,原因是服务成本相对收入过高
原标题:Elon Musk throttles Grok Bot limits due to ‘unsustainably high’ costs
Grok Bot 用户在万圣节周末发现每周使用限额意外触顶,有人称用量从最低 50% 跳到 100%。马斯克周日确认并非故障,称服务 Grok Bot 的成本相对收入过高,但未说明订阅者限额后续将如何调整。SpaceX 上月文件显示 AI 已占公司收入 52%,其更名的 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。
为什么值得看马斯克确认 Grok Bot 限额收紧源于服务成本相对收入过高,本文补充了其母公司 AI 业务的收入与盈利数字作为背景。
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原文
Over Halloween weekend, some Grok Bot users awoke to something especially spooky: Their weekly usage limits were unexpectedly maxed out, even if they hadn’t been using SpaceX’s agentic AI overnight. Some users reported on X that their usage jumped from as low as 50% to 100%.
SpaceX CEO Elon Musk confirmed in an X post on Sunday that this was not a glitch.
“The cost of serving Grok Bot was unsustainably high relative to revenue,” he wrote in a reply to a question from a user. He has not addressed the issue on his main feed but has continued boasting that Grok Bot can help you buy gifts for your family.
The cost of serving Grok Bot was unsustainably high relative to revenue
— Elon Musk (@elonmusk) November 1, 2026
Grok Bot has been positioned as a success story for the newly public SpaceX, which said in a filing last month that AI now makes up 52% of company income. Its renamed “Super Intelligence” division actually turned a profit of $431 million, which is a rarity in the AI industry. Its profit would’ve been higher if not for $1.2 billion of one-time costs related to its acquisition of Cursor. Musk recently referred to Grok Bot as having “the fastest growth of a product that I’ve ever seen in my life.”
Musk has not yet shared how subscribers’ usage limits will be impacted moving forward.
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