grokVIDEO
Grok Bot usage surge and the agent-plus-compute moat debate
A video discusses Jensen Huang saying Grok Bot usage is skyrocketing and how SpaceX AI's Nvidia-built compute could form a rare agent-plus-compute moat.
Herbert Ong
@herbertongArchived 18 days agoOriginally posted 2026.10.20
Herbert Ong @herbertongOriginally posted 2026.10.20
The real AI moat might be a pairing: Cursor's agent know-how plus SpaceX AI's compute. Jensen Huang says Grok Bot usage is "really skyrocketing," and Elon says the Star Mind computer SpaceX is co-engineering with Nvidia will hit volume production next year. @thejefflutz argues few rivals have both pieces. Some have the agents, some have the compute, and most have only parts of either. For Nvidia, that build-out is a dependable buyer, while some neoclouds are wrestling with debt. $SPCX $NVDA
x.com/herbertong/status/2112565503537643600Archived 2026.10.21 10:38