2026-09-03 — xAI expands Grok Bot from beta to a dedicated Enterprise tier with a two-week free trial

• xAI moved Grok Bot — the always-on, persistent cloud-agent product this thread has tracked in beta since 08-11/08-12 — into a dedicated enterprise offering, with a two-week free trial for Grok and Cursor Enterprise customers that lets companies onboard their whole workforce, including staff without existing accounts. xAI’s own announcement frames it as governance-focused: access, network and audit controls “to govern Bots at scale.” Grok Bot is now bundled into SuperGrok, Cursor Pro and Cursor Teams plans broadly, not just the higher SuperGrok Heavy/Cursor Ultra tiers the beta required, and xAI says thousands of organizations (including Legora, Supermicro and ServiceTitan) have adopted it since the beta. Note xAI’s own site now brands itself “SpaceXAI.” (xAI)

2026-09-02 — Musk commits to a firm ship date for Grok 4.7 — September 12, 2.1T parameters

• Elon Musk posted on X that “Grok 4.7 comes out in 10 days,” putting a specific calendar date (September 12) on a model whose ship date this map’s own dated expectation has tracked only as a moving “3-4 weeks” window since 08-18. He described it as 2.1T parameters (up from Grok 4.6’s 1.5T, a ~40% increase), trained in part on SpaceX’s own engineering corpus, “better than 4.6 in every way except slightly slower to serve,” and predicted it would “surpass all models” — the same hype register the thread’s own watch line already flags. This is the first time a specific day, rather than a week-range, has attached to Grok 4.7. (Elon Musk on X, NextBigFuture, BiGGo Finance)

2026-08-15 — Nvidia’s own books show the xAI bet converted into a $21B SpaceX stake

• Nvidia’s Aug-14 13F filing disclosed a $21B SpaceX equity position — Nvidia’s second-largest disclosed holding after Intel ($30B) — the visible result of Nvidia’s original ~$10B xAI investment converting into SpaceX shares once xAI merged into SpaceX (Feb 2026, logged on this thread’s backstory). Intel and SpaceX together now make up roughly 80% of Nvidia’s disclosed public-equity portfolio; the same filing shows Nvidia completely exited its Arm position (selling its 1.1M shares). First time this thread has a hard, filed number for what Nvidia’s stake in the merged SpaceXAI entity is actually worth today. (Fortune, Tom’s Hardware)

2026-08-14 — Cursor formally folds into “SpaceXAI”

• SpaceX completed its $60B all-stock acquisition of Cursor (Anysphere), issuing ~391M SpaceX Class A shares; Cursor now operates as a wholly owned subsidiary under a newly rebranded “SpaceXAI” division, with its team gaining access to SpaceX’s Colossus supercomputer. This thread logged the deal “nearing close” 08-12; today’s close is the concrete structural event — a coding-tool acquisition folded directly into xAI’s product line rather than run independently, extending Grok’s reach into agentic coding. Financing mechanics remain global-capital’s Musk Megacap thread. (Bloomberg)

2026-08-13 — Musk teases Grok 4.7 the day after 4.6 ships

• Elon Musk teased Grok 4.7 — a 2.1T-parameter model he said he’d “be shocked if any model is better at real-world engineering than,” trained in part on SpaceX’s own proprietary engineering data, with slightly slower inference than 4.6 as the stated tradeoff. Expected “a few weeks” out per Musk; upcoming.yaml’s grok-4-7-ship tracks 08-21. (Elon Musk, via X, KuCoin)

2026-08-12 — Grok 4.6 ships, reversing the 08-07 miss

• Grok 4.6 shipped — a new flagship built for long-running agent tasks, reviewing its own work mid-task per xAI’s own description of the RL training behind it. Scored 61 on the Artificial Analysis Intelligence Index (matching GPT-5.6 Sol, within a point of Claude Fable 5); priced at $2/$6 per million input/output tokens, roughly half of rival frontier pricing. Live same day in Cursor, xAI’s own “Grok Build,” and via API. Resolves this thread’s 08-07 note that Grok 4.6 had missed its unofficial ship target. (Unite.AI, TechTimes)
• Separately, xAI launched “Grok Bot” in beta — an always-on AI agent that runs on its own persistent cloud computer, available to SuperGrok Heavy/Cursor Ultra/Cursor Teams Premium subscribers. A product-line move rather than a model milestone, noted here for continuity with the Grok Imagine Image 2.0 update logged 08-07. (Unite.AI)
• 💡 SpaceX’s $60B all-stock acquisition of Cursor (Anysphere) is reportedly nearing close — Musk said regulatory review is “nearly complete” on SpaceX’s first quarterly earnings call as a public company. The deal’s financing/structure is Musk Megacap’s (global-capital), not this thread’s; noted here only because Cursor will be absorbed into xAI’s own product structure, adjacent to Grok Bot’s positioning.

2026-08-07 — Grok 4.6 misses its week; a new image model ships; an analyst case for the compute side

• Grok 4.6 did not ship this week, its unofficial target (a single Musk X reply, 07-24: “in two weeks”); no outlet reports the model accessible or benchmarked. upcoming.yaml’s grok-4-6-ship (due 08-07, week-precision) flips to passed-silent.
• xAI shipped Grok Imagine Image 2.0, an image-generation update xAI says ranks second in Arena benchmarks behind OpenAI’s GPT-Image-2 — incremental product news, not a Grok 5/4.7 milestone.
• 💡 Not verified as a signed deal: SemiAnalysis published an analyst projection that SpaceX could reach ~10GW of AI compute by end-2027 (modeled ~$300B ARR) with Microsoft as its largest offtaker, including a reported 3GW/$150B deal “in talks.” This is analyst modeling plus an unconfirmed in-talks report, not a signed contract — flagged for the thread, not stated as fact. Cross-refs Colossus. (SemiAnalysis)

2026-07-24 — Opened + crawled

• Thread opened (ben-steer).
• Verdict: Grok is genuinely closing the gap, not mid-pack — but as a fast follower, not the leader. Grok 4.5 posted the biggest single-generation leap on the Artificial Analysis Intelligence Index (38→54, landing 4th at launch), strong on coding and price, but trails on peak intelligence and has a serious factuality gap. Two of our working facts were wrong (corrected below).

← Backstory (crawl 2026-07-24 → artifacts/findings/grok-frontier-2026-07-24.md)

2026-07-08→09 — Grok 4.5, then GPT-5.6 a day later

• Grok 4.5 shipped 07-08 (“V9” foundation, ~1.5T params, co-trained on Cursor data): $2/$6 per M tokens, 500K context (down from 4.3’s 1M), 4th on the AA Intelligence Index (score 54), coding index 76 (ties GPT-5.5). Corrects our seed facts — it is not ~9th, and coding is a strength; the real weakness is factuality (~54% hallucination on AA-Omniscience). (OpenRouter)
• OpenAI shipped GPT-5.6 (Sol/Terra/Luna) 07-09, one day later, re-topping the board and likely bumping Grok to ~5th. (OpenAI)

2026-06-16 — The $60B coding bet

• SpaceX to acquire Cursor (Anysphere) for ~$60B all-stock — the largest startup acquisition ever, arming Grok’s coding stack (Grok 4.5 was co-trained on Cursor data). ⚠ Well-sourced (CNBC/TechCrunch/Forbes) but a dedicated financing crawl rated the sourcing thinner — track for a filing. (CNBC)

2026-01-28 — Grok 5 begins training

• Grok 5 confirmed training on Colossus 2 (1 GW, Memphis) at the xAI Series E; rumored 6T-param MoE, “AGI-level.” ⚠ Musk-hype flag — the ship date has slipped Q1→Q2→Q3+ 2026; only the training is confirmed, specs are rumored.

2025-07-09 → 2026 — The arc that got it here

• Grok 4 / 4 Heavy (07-09-2025) — reasoning-first flagship trained on Colossus’s 200k GPUs, frontier at launch (first to 50% on Humanity’s Last Exam). Then Grok 4.1 (11-2025, incremental) and Grok 4.3 (04-30-2026, 1M context, cut to $1.25/$2.50) before 4.5. The distinctive moat throughout: real-time X-timeline data no rival has, plus Tesla in-car distribution (“Hey Grok”). (Wikipedia)