Theo is a developer and founder heavily involved with agentic coding tools, T3 Code, Cursor integrations, and AI model testing. He reviews xAI’s newly released Grok 4.6. He notes xAI has accelerated dramatically since acquiring Cursor, moving from long dry spells to rapid back-to-back releases. Grok 4.6 It is not a new pre-train but a …
SpaceXAI Grok 4.6 is a major release that is by the frontier and competitive with OpenaI GPT 5.6. This is one of the major points on my list of SpaceX Stock Catalysts. Some of the items like Grok 4.7 are adjusted to the new later schedule. SpaceXAI Grok 4.6 is on the terminal bench leaderboard …
Grok Bot are AI teammates you can give real work to. Bots have their own computer. They sign into the tools you already use and work across apps, inboxes, and more. They finish jobs end to end, and only come back when something needs your approval. You can message them like a colleague and hand …
SpaceXAI Grok 4.6 is roughly the same performance as Fable 5 Max at an 85% discount. 80% cheaper for input tokens and 88% cheaper for output tokens. It is pareto dominant. Grok 4.7 will be significantly better as is a much larger model with the Cursor and SpaceX data included in pretraining. Grok 4.6 is …
The high $50 Billion per GW lease rates for xAI/SpaceX Colossus and similar premium, immediately available AI clusters are for scarce of ready-to-use, large-scale coherent GPU capacity. Kevin Pathrath’s is wrong about a conspiracy. He is comparing against different types of data center. The $2.7M/MW ($2.7 billion per gigwatt build figure is shell-only and brownfield. …
I Predicted SpaceX Q2 Earning $100B ARR, 2+ GW 2026- NEXT 18 Critical Months. A 40% spot uplift + cheaper power/shell + wrappers can pull the crossover forward by a quarter or more versus a pure long-term $35–50B locked-rate case. Risks remain execution on power reliability/permitting, utilization, and any broader rate compression, but the combination …
Here are my SpaceX AI related events / Milestones and Catalysts. I think the key milestones for major revenue impact other than Starship proving full reusability and deploying V3 satellites are the AI achievements. I think the AI monetization is more impactful in 2026 and 2027. If Cursor Composer and Grok 5.X are the top …
Super Micro Computer has a complete Data Center Building Block Solutions® (DCBBS). They have a comprehensive portfolio of racks engineered specifically for mission-critical, high-density AI data center deployments. The ORv3 standard allows Supermicro to offer customers a range of racks which simplify the integration of liquid cooling solutions for high compute-density systems, resulting in a …
FundaAI’s 8 GW framing combined with the latest Minihard/Macrohard details indicate 8GW of SpaceXAI is doable by end of 2027-mid 2028. They indicate the 8 Gigawatts of chips and the 8GW of power are available to SpaceXAI 8 GW Demand (compute/chip-order side is locked in) as FundaAI calculates demand-side power need at ~8 GW total …
SpaceX is making minihard, an improved modular 220K GB300 data center. It will be small building to the right of Macrohard and Macrohardrr. It is the most important thing Elon and SpaceXAI has said about its infrastructure this year. Minihard is about 25% of the floor area of Macrohardrr but the same 220K GB300s. Minihard …
When you use an AI to write code, you pay for tokens — chunks of text the model reads and writes. Frontier models charge a lot per token. Cheaper models charge a fraction. Think of building a house. An architect charges $500 an hour; a bricklayer charges $40. Both are essential. But you’d go broke …