Musk on Grok Bot enterprise rollout and ARR at SpaceX earnings call
On the SpaceX Q3 2026 call, Musk said Grok Bot usage per user rises over time, enterprise-wide deployment is weeks away, and ARR could reach $500B-$1T by end of 2027.
"So on the Grok bot side, we're seeing the fastest growth of a product that I've ever seen in my life for Grok bot. I've never seen anything grow this fast. We're also seeing that the usage of Grok bot grows over time per user, it does not decline. So as we make Grok bot more useful, it's actually… we're seeing users use it more per week, not use it less. And we'll be deploying Grok Bot at scale for enterprise customers, which is a very big deal, so they can be used effectively in teams by companies as though we're a virtual human. We already are in early deployment with some trusted customers, and we expect to be in wide deployment within a few weeks for enterprise customers for Grok bot. I think Grok bot may end up being what uses most of our Super Intelligence compute. So I mean in a nutshell, what this implies for SpaceX annual recurring revenue by the end of '27 is somewhere between $500 billion and $1 trillion." - Elon Musk, SpaceX Q3 2026 earnings call