马斯克在 Grok 上也面临类似的成本压力；Grok 是他曾经经常在 X 上推广的 AI 助手和性聊天机器人。xAI 近期与 SpaceX 合并，但并未披露这个聊天机器人的用户数，而是把它与 X 合并计算，声称每月有「600 million」名访客。即使 Grok 本身只有约 200 million 名常规用户，根据反复产生的运行费用和粗略估算，这也可能让公司每月接近要花 300 million 美元。
解决方案其实早已一目了然：企业客户，因为 AI 实验室可以向他们收取更高费用。ChatGPT Enterprise 的价格大约是每位用户每月 45 到 75 美元，且至少要 150 个帐号，这意味著一家小型或中型公司带来的年收入，接近 100,000 美元，而不是单一消费者的 240 美元。OpenAI 已转向积极瞄准企业客户；与此同时，Anthropic 的营收运行率在 2 月到 4 月间增长了两倍多，达到 30 billion 美元，这主要是由 Claude Code 带动的——这是一款深受企业科技团队欢迎的 AI 编码工具。
通过持有 xAI，SpaceX 能够使用位于田纳西州孟菲斯的 Colossus，这是一台超级电脑，内含由数万个图形处理单元，也就是强大的 AI 晶片所组成的丛集。风投公司 Andreessen Horowitz 本月早些时候对企业 AI 使用情况的分析指出，编码是「AI 的主导用途，幅度几乎接近一个数量级」，并提到了 Cursor 等工具的爆炸性成长，以及其竞争对手 Claude Code 和 OpenAI 的 Codex。马斯克似乎在过去几个月里意识到自己需要转向；3 月时，xAI 聘请了两位前 Cursor 高管，帮助重新聚焦其编码工作，而马斯克则发文称「xAI 一开始就没有建对，所以正在从基础上重建。」
Musk is facing similar costs for Grok, the AI assistant and sex bot he once frequently promoted on X. xAI, which Musk merged recently with SpaceX, hasn’t disclosed the chatbot’s user numbers, instead combining them with X to claim "600 million" monthly visitors. Even if Grok alone had about 200 million regular users, based on recurrent running fees and a back-of-the-envelope estimate that could be costing the company close to $300 million a month.
The solution has been in plain sight for some time: business customers, which AI labs can charge more. ChatGPT Enterprise costs roughly $45 to $75 per user monthly with a minimum 150 accounts, meaning a single small or medium-sized company is worth something closer to $100,000 in annual revenue versus $240 for a single consumer. OpenAI has shifted to aggressively targeting enterprise customers, while Anthropic’s revenue run-rate more than doubled between February and April to $30 billion, driven heavily by Claude Code, a popular AI coding tool for corporate tech teams.
SpaceX, through owning xAI, has access to Colossus, a supercomputer in Memphis, Tennessee, that contains a cluster of tens of thousands of graphical-processing units or powerful AI chips. An analysis of enterprise AI usage earlier this month by venture-capital firm Andreessen Horowitz said coding was "the dominant use case for AI by nearly an order of magnitude," and cited the explosive growth of tools like Cursor, along with competitors Claude Code and OpenAI’s Codex. Musk seems to have realized in the past few months that he needed to pivot, and in March xAI hired two former executives at Cursor to help refocus its coding efforts, while Musk posted that "xAI was not built right first time around, so is being rebuilt from the foundations up." (Key numbers: 3)