马斯克宣布SpaceXAI将于本周四扩大Grok 4.5使用范围

金吾财讯

Jul 08

金吾财讯 | SpaceX(SPCX)旗下人工智能部门SpaceXAI(前身为xAI)首席执行官埃隆·马斯克(在社交平台X上宣布，得益于测试阶段收到的“强烈积极反馈”，公司计划于本周四(7月9日)向公众扩大其最新大模型Grok 4.5的访问权限。马斯克透露，Grok 4.5是一款基于1.5万亿参数V9基础模型打造的“Opus级别”产品(对比Anthropic的Claude Opus旗舰模型)。他强调，该模型在 supplemental 训练中加入了编程工具Cursor的数据，不仅运行速度更快、Token使用效率更高，且整体成本更低。今年6月，该模型已在SpaceX和特斯拉(TSLA)内部展开了私测。尽管新模型蓄势待发，但SpaceXAI正面临应用端流量下滑的现实压力。第三方数据机构Apptopia最新公布的数据显示,Grok应用在美国市场的日活跃用户数(DAU)自4月以来已大幅下降28%。同时，6月份Grok在美国的市场份额从5月份的10.6%回落至8.7%。在目前的美国AI应用市场中，OpenAI的ChatGPT依然稳居市占率第一的宝座，而Meta AI等竞品也在加速蚕食市场。市场分析人士指出，xAI今年被并入SpaceX并更名为SpaceXAI，这一举措虽将庞大的算力、航天级工程能力和AI大模型进行了深度整合，但随着独立App端用户增速的放缓，Grok 4.5能否凭借其高性价比和更强的编程/工程能力挽回流失的用户，将成为SpaceXAI下一步突围的关键。受多重市场情绪交织影响，SpaceX美股盘前股价表现震荡，最新报150.45美元，涨幅0.65%。

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