马斯克财报会谈 Grok Bot 企业部署与 ARR
马斯克在 SpaceX 财报电话会上称 Grok Bot 人均使用量随有用性上升而非下降，几周内将面向企业大规模部署，并给出 2027 年底 5000 亿至 1 万亿美元 ARR 预期。
"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