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SpaceX earnings: Grok Bot, Cursor bundled into one plan
On SpaceX's Q3 call, Shotwell said $1M+ AI customers grew 50% QoQ and pointed to a new plan bundling Grok, Grok Bot, Cursor and X Premium.
Herbert Ong
@herbertongArchived 18 days agoOriginally posted 2026.10.21
Herbert Ong @herbertongOriginally posted 2026.10.21
Gwynne Shotwell said on SpaceX's Q3 2026 earnings call that AI customers with more than $1 million in run-rate revenue, Cursor among them, rose 50% quarter over quarter on a pro forma basis. She also pointed to last week's launch of a single plan that bundles Grok, Grok Bot, Cursor and X Premium. "Our business is experiencing extremely strong momentum across all three segments," Shotwell said. $SPCX
x.com/herbertong/status/2112650542174572676Archived 2026.10.21 10:40