Why Elon Is Rationing Grok Bot: Anthropic's Compute and the $60B Cursor Bet

Guys, I've been trying to make a bullish episode on AI for so long, but it keeps getting harder and harder because stories like this keep falling in front of me. And this time it's from one of my favorite advocates in the business, Elon Musk, who announced to hundreds of thousands of people over the weekend that the cost of serving Grokbot, their flagship AI product, has become too costly relative to revenue.

It goes beyond the title with direct discussion of which, it's, model, including: And this time it's from one of my favorite advocates in the business, Elon Musk, who announced to hundreds of thousands of people over the weekend that the cost of serving Grokbot,.

1. 01And this time it's from one of my favorite advocates in the business, Elon Musk, who announced to hundreds of thousands of people over the weekend that the cost of serving Grokbot,
2. 02Now, this would be all well and good if not three days earlier, he said that it is actually one of their fastest growing products ever and emphasizing the fact that there is no fre
3. 03And this is weird because it's coming from the guy who's arguably invested the most in AI to the point of tens of billions of dollars a month to stand up GPUs to become the number