Kai 🇺🇸 🏛 

Grok 4.5 is looking like a success with help from Cursor data but underneath the surface we expect future Grok/Cursor model training is likely to speed up in the coming months. We've spent several months getting up to speed on the SpaceXAI business, especially the tech underneath it. The C rewrite was under appreciated by the investor community so we dug in to quantify its impact. including building a physics first model that functions as a stopwatch for the SpaceXAI model factory. Bottomline: C-rewrite gets SpaceXAI faster model cycles, leveraging 33% more tokens/second/GPU against SOTA competition resulting in the potential to shipping new models every ~3.5 weeks. two core learnings from this modeling exercise: 1: the training cycle speed up is primarily coming from RL (not pretraining) where the increased tokens/second/GPU advantage can shave up 2+ weeks off full model training cycle. 2: the rewrite itself should compound the time savings as model sizes grow. at ~2T shaving off 2-3 weeks, ~8 weeks at 6T, and 15 weeks at 10T. Note: a 20T parameter model likely runs into a data bottleneck prior to a training speed bottleneck but the directional advantage stands. Also we assume tokens/second/gpu advantage will melt over time as competitors try to match it. when you do the math, in true SpaceX and Elon fashion, it looks like they are attempting to build a SOTA model factory that can pump out bigger models faster than anyone else. Full analysis here for the public: research.33fg.com/analysis/what-…

🔊 @elonmusk did a live phone interview earlier today with a guest host of the Sean Hannity radio program, discussing his latest SpaceX timelines. I only caught about the last 5 minutes of it: “The best way to expand compute is really in space. There’s a lot of room in space and if you look at the size of Earth relative to the sun or relative to the solar system, you realize just how tiny Earth is. We’re very, very tiny. We only receive about half a billionth of The Sun’s energy. So if you really think of Earth as being like a tiny dust mote in a vast darkness. So the way to expand compute— without, ya know, using up all the land on Earth— is to do so in space. And then you can do it without using up space for power & water on Earth. You can just do it in space, so… I think we will probably be launching our first AI satellites next year and then we will probably be able to do that, I think, at large scale in about two years. Yeah, well, I’ve always had the philosophy that everyone at the company should receive stock in the company so that they can participate in the upside of the company and it’s great for aligning incentives as well, so as the company prospers, then the people at the company— the employees — also prosper, so that’s just been, ya know, my philosophy from Day 1 is just to make sure everyone gets stock in the company, so there are, I think, several thousand people who’ve been – it’s not just one welder – it’s several thousand people who were, you know, working on the production line and started at the company relatively early… then probably their stock is worth over $1 million at this point “Yeah, so, Mars is much harder to get to than the moon and you can only travel to Mars roughly every two years. So Earth and Mars align such that you can travel to Mars only once every 26 months. So that makes it a lot harder than the moon where you can go to the moon pretty much anytime and it only takes a few days to get to the moon whereas it takes about six months to get to Mars. So that’s why we can do the moon faster than we can do Mars. But I think, probably, if things go well, we can probably send the first people to Mars in about five years, and then rapidly increase the cadence of sending people to Mars thereafter, so every two years we could dramatically increase the number of ships going to Mars and, ya know, hopefully in a 10 or 12 year timeframe we’ve sent thousands of people to Mars.”

SpaceXAI has added SWE Marathon benchmark to Grok 4.5 blog Grok 4.5 ranks #1 in SWE Marathon

Grok 4.5 from @SpaceXAI is live on OpenClaw. No OpenClaw update required, just connect your X Premium or SuperGrok subscription, select Grok 4.5 under the xAI provider, and use an Opus-class model that’s fast, low cost, and ready for agentic work.

Announcing Grok 4.5, our first model trained specifically for coding and agents. It was trained with Cursor and offers frontier intelligence at leading speeds and cost efficiency. x.ai/news/grok-4-5