Grok Bot、Muse、Dots 接连发布后的护城河之争
作者认为代理层与界面几周就被抄，真正壁垒是算力规模，并押注 SpaceX 的 Colossus 与 Starmind 供电路线。
Grok Bot launched in August. Meta Muse launched in September. OpenAI Dots launched today. The harness and UI get copied in weeks. Even frontier models leapfrog each other every few months. The agentic layer gets commoditized, the model layer gets distilled. None of that is the moat. An always-on agent burns tokens around the clock. Whoever scales compute the fastest will give customers more tokens at cheaper prices. Elon saw this more than a year ago. SpaceX will double Colossus compute over the next 3 months, then lock up 30% of Rubin allocation in 2027. And when the bottleneck for compute becomes access to power, Starmind will become the only viable path for additional capacity at scale. In the AI gold rush everyone is trying to build the next best pickaxe. $SPCX is going to own the mine.
这条是引用着另一条写的：x.com/elonmusk/status/1963443919150330139