- Elon Musk predicted SpaceX could match Anthropic’s Claude Fable and OpenAI‘s GPT-6 within two to three months and reach “pole position” in AI within six months.
- SpaceX launched Grok 4.7 this week, ranking third in agentic coding, while Anthropic released Claude Opus 5.5 and OpenAI rolled out GPT-6 Sol and Luna.
- SpaceX‘s AI segment generated $2.56 billion in Q2 revenue, but SPCX stock declined 3% for the week as retail sentiment on Stocktwits turned bearish.
SpaceX CEO Elon Musk predicted Thursday that the company could develop an AI model comparable to Anthropic’s Claude Fable and OpenAI’s GPT-6 within two to three months, and potentially take the lead in the field within six months. Musk said on X that SpaceX‘s younger AI effort benefits from the company’s ability to rapidly bring large amounts of computing power online, adding that the company would “keep accelerating” if rivals release better models.
SpaceX launched Grok 4.7 this week, with Musk highlighting an agentic-coding ranking that placed SpaceXAI third behind Anthropic and OpenAI. He called the model a strong “everyday workhorse” due to its speed and lower cost. Meanwhile, Anthropic released Claude Opus 5.5, and OpenAI rolled out GPT-6 Sol and Luna, raising the competitive bar.
Musk laid out expectations for several Grok releases last week, noting Grok 4.8 is a 2.5-trillion-parameter model trained on a new C++ software stack. However, his June promise of releasing completely new models from scratch every month has not fully materialized, with Grok 4.5, 4.6, and 4.7 shipping but at a slower cadence.
SpaceX reports AI as one of three business segments alongside space and connectivity. The AI operation generated about $2.56 billion in second-quarter revenue, with computing capacity sales contributing substantially.
On Stocktwits, retail sentiment for SPCX fell to ‘bearish’ from ‘bullish’ over the past week amid a 74% jump in message volumes. SPCX stock has declined 8% over the past three months and slipped 3% for the week.
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