Elon Musk says serving Grok Bot is unsustainable relative to revenue

On November 1, Elon Musk said serving Grok Bot was too costly relative to revenue. The hosts contrasted this with his earlier public prediction that the bot would eventually consume most of the company's compute. One participant speculated that the service might have been using Opus 5.5 under the hood; this was an unconfirmed guess. The hosts said Grok Bot had around 1 million weekly active users and that the company behind it was valued at about $2 trillion. They expressed surprise that the service was not allowed to operate at a loss for longer and said the situation was unclear. One participant noted that the episode may not have involved shutting down the bot, but rather denying a user's request to reset a limit after usage reached 100%. The hosts also offered a hypothetical calculation: 1 million paying users at $100 per month would generate $100 million in monthly revenue; this was not presented as the actual subscriber count or price.