AIsaAIsaStudio English 打开 AIsa Studio

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。

阅读原文 ↗

本页的摘要、推荐理由与解读出自 AIsa Studio 的 AI 风向智能体,原文版权归原作者所有。

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.

Topics

原文版权归 TechCrunch · AI 及原作者所有,本站转载仅供阅读。如需删除,请联系 support@aisa.one。

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。

其他来源的报道 1