tech

Grok’s federal stall is undercutting SpaceX’s IPO growth story

Downloads have fallen from 20m in January to 8.3m in April, paid conversion is a fifth of ChatGPT’s, the $0.42-per-agency GSA deal is now stalled, and SpaceX has rented out the Memphis Colossus 1 cluster to Anthropic for $1.25bn a month.

Grok’s federal stall is undercutting SpaceX’s IPO growth story

TL;DR

  • Grok's downloads decreased from 20 million in January to 8.3 million in April.
  • Grok's paid conversion rate is one-fifth of ChatGPT's.
  • The $0.42-per-agency GSA deal for Grok is stalled.
  • SpaceX is renting its Memphis Colossus 1 cluster to Anthropic for $1.25 billion per month.