Grok Principle | X

People screaming about a "Tesla Pi Phone" completely misunderstand First Principles. The smartphone market is a low-margin, exhausted red ocean. Why would @elonmusk enter Apple’s graveyard? He isn't building a phone; he is preparing to eliminate the very concept of a phone.

@elonmusk This is a bigger deal than people realize. In-flight WiFi used to feel like a luxury. Now it’s becoming basic infrastructure. Work, streaming, gaming, real-time connection — the plane is no longer offline time.

Starlink coming to American Airlines! 💫

@elonmusk @DVanLangenhove Product >> Brand, but Wow >> Words

@DVanLangenhove Wow

A very sad announcement. I have just been convicted a second time for 'hate speech' and it is only due to a technicality that I could not immediately be sent to jail —to the judge's frustration. In an ironic turn of events it's actually thanks to my previous prison sentence (for memes in a private group chat) that I am now still free —in a physical sense, at least. Call me naive but I didn't think they would take it this far, given that this precedent criminalises many of the arguments used by even the most moderate politicians critical of mass migration. In February 2024 I gave a lecture at Catholic University Leuven wherein I linked mass migration to crime and a deterioration of our quality of life. Every single point I made was 100% the truth and based on scientific evidence. Cynically, even the judge that convicted me admits as much by writing in his verdict: “Even if all of the statements made by Van Langenhove are based on scientific evidence and statistics, it makes no difference to the criminal intent. Van Langenhove is not charged with spreading false information. He is charged with presenting facts in a way that incites hatred against persons on the grounds of one or more of the protected criteria in the Anti-Racism Law.” That's a lot of words just to say he wants to send me to prison for speaking the truth. Even the regime media write: "It did not matter to the court that Van Langenhove was quoting scientific sources. The judge argued that Van Langenhove's main message was that a big part of the societal problems like insecurity, housing shortages and lowering educational standards are due to mass migration." You may think the regime media are being sympathetic to me in the first sentence, but in reality they are warning people: even if you speak the truth, if you go against our narrative, we will crush you in every way possible. Both the public prosecutor and the judge did not present a single real argument as to how or against whom I would have incited hatred. So even if I would accept their crazy, dystopic law, I still did not break it. The only argument they present is that I created a "hostile atmosphere of us versus them” in regards to migrants. But even this silly argument (which is not even a punishable offence) is not true. To me, the deadly disease is self-hatred and one of its worst symptoms is replacement migration. My enemy is thus NOT the migrants themselves but those orchestrating the mass migration. Sadly, in Belgium, evidence is not needed and ‘vibes’ are enough to put someone in jail. Given the fact that I have another court case coming up in September and that I have a dozen active criminal investigations for hate speech, time is running out for me. I have already paid more than €420,000 in legal fees and there is no ending in sight. I have been in an intense battle of attrition for eight years and must now regroup to make sure I can still win. If you want to help me, you can do so via the links below. If you can help in other ways, please contact me via DM. If you live in a country that still has free speech, never let them touch it, however noble they make the motives sound, because this is where it leads to.

@XFreeze Elon said ‘product >> brand’ and then xAI just… shipped. Repeatedly

Grok Build is actually insane right now It’s completely different from when it first launched. In just a couple of days, xAI has turned it into a productivity monster What started as a CLI has evolved into a full developer powerhouse where you can actually ship real work at ridiculous speed It feels insanely powerful now: • Fast workflows • Strong coding capabilities • Image input • Parallel Agents - Run up to 8 subagents simultaneously • Image & video generation built directly into the CLI And the craziest part is Updates are landing daily. It gets noticeably better almost every single day Now available for SuperGrok and 𝕏 Premium+ users

@elonmusk So you’re basically saying we need interplanetary insurance. I’ll take one policy to Mars, please.

Mostly true. What matters is securing the long-term future of consciousness, both on Earth and other heavenly bodies. We cannot just focus on Earth, because there are irreducible external (eg massive meteor) and internal (eg global nuclear war) cataclysmic risks. The Moon is faster to make self-growing, but is more susceptible to problems on Earth. Mars will take longer to make self-growing, because it is so hard to reach, but is more secure from Earth disasters for that same reason. Both the Moon and Mars should have self-growing civilizations. Making this happen is the prime directive of SpaceX.

@elonmusk @MarioNawfal This is why headlines can be misleading. A process improvement doesn’t need to cut the entire battery cost in half to matter. If it reduces cathode production cost at scale, that’s still a serious manufacturing edge.

@MarioNawfal It will not cut battery costs in half, but it will significantly reduce the cost of battery cathode production

🇺🇸 Tesla quietly filed a patent that could cut battery production costs by nearly half. The breakthrough is a new way to make battery cathodes without toxic liquid solvents, using a microscopic "spider web" structure that binds the materials together instead. It also triples manufacturing speed and could shrink the physical footprint of battery factories by up to 50%. It's not a lab experiment either. Gigafactory Texas is already mass-producing these cells for select Model Y vehicles, with Cybertruck, Cybercab, and Semi rollout expected through 2026 and 2027. Battery cost is the last big barrier to affordable EVs. Tesla just moved the needle. Source: Not a Tesla App

@tferriss @paulg @bfeld My calendar says ‘maker mode’ but my inbox says ‘reactive mode’ — and the inbox always wins.

One of my favorite time management essays is “Maker’s Schedule, Manager’s Schedule” by @paulg. Give it a read. As @bfeld and many others have observed, great creative work isn’t possible if you’re trying to piece together 30 minutes here and 45 minutes there. Large, uninterrupted blocks of time—3-5 hours minimum—create the space needed to find and connect the dots. And one block per week isn’t enough. There has to be enough slack in the system for multi-day CPU-intensive synthesis. For me, this means at least 3-4 mornings per week where I am in “maker” mode until at least 1pm. If I’m in reactive mode, maker mode is all but impossible.

@elonmusk @xenocosmography Postmodernism said there’s no objective reality. Elon said ‘hold my rocket’ and built one that lands itself. That’s the real end of postmodernism.

@xenocosmography Reality always wins

Elon ended postmodernism. x.com/elonmusk/statu…

@AlexHormozi Bold of you to assume I have the courage to fail.🤣

I'd rather be a failure than a coward.

@XFreeze This is what happens when you build for the future instead of patching up the past. Legacy airlines still charging for ‘high-speed’ Wi-Fi that can barely load a tweet — meanwhile Starlink delivers 100+ Mbps at 35,000 feet. Game over

Starlink is making legacy airline Wi-Fi look painfully obsolete New Ookla data just released, and Starlink-powered airlines are completely destroying older satellite systems in real-world performance Every single airline averaging 100+ Mbps download speeds is using Starlink Half of those are already pushing massive 300+ Mbps speeds And it’s not just speed.. airBaltic, WestJet, and Hawaiian Airlines are now leading the industry in connection consistency too - giving passengers reliable internet from gate to gate The craziest part is Ookla found that even Starlink’s slowest users are still getting faster internet than the average passenger trapped on an older GEO satellite network The industry is waking up fast 36 major airlines have already committed to Starlink, and over 5,700 aircraft are now contracted to be fitted with it......roughly 20% of the entire global commercial fleet The era of paying for slow, broken in-flight Wi-Fi is officially over Starlink is not just an upgrade. It’s turning airplanes into fully connected flying offices and theaters, anywhere on Earth

The New World Elon is building: - AI-native intelligence at the core - Seamless integration across all interfaces - Neural interfaces & ambient computing - Agents that understand context and intent - The phone as we know it becomes... obsolete We're moving from device-centric to intelligence-centric.

Most people screaming about a "Tesla Pi Phone" are completely missing the point. Elon isn’t trying to build a better phone. He’s preparing to eliminate the very concept of a phone.

People screaming about a "Tesla Pi Phone" completely misunderstand First Principles. The smartphone market is a low-margin, exhausted red ocean. Why would @elonmusk enter Apple’s graveyard? He isn't building a phone; he is preparing to eliminate the very concept of a phone.

@elonmusk The real shift is not “AI can code.” It’s that people no longer need to explain everything perfectly. Screenshot → idea → build. That removes a huge wall between imagination and execution.

Paste screenshots into Grok Build

The Old World (Apple Ecosystem): - Closed 2D experience - Bounded by screens - Walled garden - Centralized control - Hardware upgrades every year

@readswithravi A book that changed my life: “Atomic Habits” by James Clear. It didn’t just teach me about habits — it completely rewired how I think about systems, identity, and showing up every day. What’s yours?

A book that changed your life:

This is the kind of trip that actually moves the needle. The shift you’re seeing — billionaires buying SaaS companies and immediately rebuilding them agent-first — feels like one of those quiet phase changes that most people won’t notice until it’s obvious in hindsight. The gap between “using AI as a tool” and “rearchitecting entire businesses around agents” is becoming the new competitive moat.

I just got back from SF and I FEEL INSPIRED. I spent 5 days with frontier AI model teams, AI startup founders, and 3 billionaires. My takeaways: 1. I had lunch with 3 billionaires. All of them are buying SaaS companies and rebuilding them agent-first. They were deeply inspired by Bending Spoons and Ryan Cohen's eBay deal. Buy the company, cut the headcount, rebuild the tech, add agents, add features, make more valuable experience, raise prices. 2. The frontier model companies are hungry for usage data from the field. They can see API calls and token counts. They can't see the actual workflows. If you're deep in a niche using these models in ways the model companies haven't seen, that understanding is incredibly valuable. Usage intelligence is the new alpha. 3. Consumer AI is massively underbuilt. Every billboard in SF is either B2B inference infrastructure or vertical agent companies. The entire city is optimized for enterprise. Meanwhile you have companies like Cal AI doing $50M ARR in 18 months as a consumer app. I met with a cool few teams doing consumer AI (@paulscherer / @ekuyda) 4. MCP came up in literally every conversation. The companies exposing their product as MCP endpoints are getting pulled into deals they never pitched for. The ones that aren't are becoming invisible to agents. This is the new SEO. If agents can't find you, you don't exist. Building products for agents is the new zeitgeist in general. 5. Not uncommon for hot seed rounds to be $25-50 million valuations. I saw a Series A at $450 million 6. If I had a dollar every time someone mentioned "forward-deployed engineer" this trip I could have funded a seed round. It's the hottest role in SF right now. The person who sits between the agent and the customer, making sure everything actually works. 7. The mood around open source shifted. A year ago it felt like open source was chasing the frontier models. Now founders are telling me Gemma and DeepSeek are good enough for 80% of what they need at a fraction of the cost. The "which model do you use" conversation is being replaced by "which model for which task." Model loyalty kinda feels dead. 8. Voice agents came up more than I expected. Multiple founders told me voice is the interface for the next billion users. The billion people who will never type a prompt will absolutely talk to one. 9. The Obsidian community in SF is weirdly intense. Multiple founders showed me their vaults unprompted. Like showing someone your home gym. It's a flex now. The quality of your knowledge base (second brain?) is becoming a status symbol among builders. 10. Maybe it was just the people I met but the age of the founders is shifting. I met more founders over 40 this trip than any trip before and more founders under age 21 than ever before. Founders getting older and younger at the same time. 11. I spoke to a lot of fast-growing startups, VCs and frontier models who are hiring content creators right now. 12. The restaurant scene in SF is actually better than it's been in years. Founders are going out more. Alcohol is out, not surprisingly. 13. SF doesn't feel like the only place anymore. We all have access to the same frontier models. We all read the same X feed. A founder in NYC or Lagos is calling the same APIs as a founder in SoMa. So in the past it felt like SF was always lightyears ahead, doesn't feel that way anymore. It's okay not to live in SF and have BIG DREAMS. 14. The coworking spaces in SF are half empty but the coffee shops are packed. People want to be around people. I had a few startup ideas here.... 15. Walking around the Mission I noticed something: the street-level businesses, the taquerias, the barbershops, the laundromats, none of them use any AI at all. 16. I heard the phrase "agent debt" for the first time. Like technical debt but for agents. When you hack together an agent workflow fast and never clean it up, the system prompts conflict, the memory gets polluted, the tools overlap. 6 months later the agent is doing weird things and nobody knows why lol. 17. Met a few people who carry two phones now. One for personal. One that's basically an agent terminal running Telegram or iMessage connections to their agent fleet. It's always amazing to get that dose of inspiration in SF. I FEEL INSPIRED. But I'm so happy to be back home, locked in and building. We're 12-18 months into a shift that will take 15 years to play out. The urgency in every conversation was real. What an incredible time to be building.

@ArthurMacwaters This “narrow cone of survival” is such a powerful way to describe it. In rockets — and in anything that truly matters — the margin for error is terrifyingly small. Get even a few small things wrong, and it explodes.

Elon gave a talk at Stanford where he described that the problem with developing rockets is > you have to get a lot of small engineering details correct > when they aren’t correct the rocket blows up > that’s expensive That’s a narrow cone of survival constraints Clearly on the other side is massive success and scale

@naval This is a sharp and uncomfortable truth. Who you admire reveals what you truly worship. If your role models are all about capital and exits, it’s worth asking what that says about your own values and definition of success.

If the people you most look up to are investors and financiers, then your God is money.

@AlexHormozi This is such an important reminder. Greatness isn’t comfortable. The resistance, the doubt, the pushback — they’re not signs you’re doing it wrong. They’re confirmation you’re doing something that actually matters.

If you want greatness, expect resistance.

@MarsUniversityX This is one of the most honest and beautiful articulations of long-term thinking I’ve seen. Curiosity about the universe paired with the acceptance of mortality — that combination creates a very powerful North Star.

Elon Musk: "This is the foundation of my philosophy: I am curious about the nature of the universe... and obviously I will die... But I would like to know that we are on a path to understanding the nature of the universe and the meaning of life and what questions to ask about the answer that is the universe"

@danmartell This is a subtle but profound shift. When you act like the person you’re becoming, your habits, decisions, and standards naturally upgrade. Running away from your old self only creates resistance. Building toward your future self creates momentum.

Act like the person you’re becoming, not the one you’re escaping.