马斯克以服务成本难以持续为由收紧 Grok Bot 用量限额
Elon Musk throttles Grok Bot limits due to ‘unsustainably high’ costs
- 1马斯克确认 Grok Bot 周用量限额被占满并非故障,称服务成本相对收入难以持续
- 2万圣节周末部分用户在 X 反映,未使用时周用量额度也从最低 50% 涨到 100%
- 3SpaceX 上月文件称 AI 占公司收入 52%,其超级智能部门盈利 4.31 亿美元
- 4收购 Cursor 的 12 亿美元一次性成本拉低了该部门盈利,限额后续影响马斯克尚未说明
连被马斯克称为增长最快且已盈利的产品也要靠收紧额度压成本,AI 用量补贴正在收缩。
- 影响:业务流程若依赖 Grok Bot,可能在无预警下遇到额度收紧;订阅预算不宜按当前额度做长期假设;厂商的增长与盈利数据和其成本压力并存,选型时需两面都看。
- 参考:可考虑盘点接入 Grok Bot 的业务流程并评估额度收紧的影响;值得为关键场景准备备选方案,避免按当前额度做人力与排期的长期假设。
- 依据:成本原因为马斯克在 X 的当事方口径;52% 收入占比与 4.31 亿美元盈利出自 SpaceX 上月文件;限额后续调整尚无官方说明。
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.
来源:TechCrunch · AI · techcrunch.com