马斯克重申xAI惊人细节,并暗示“巨兽”即将登场

马斯克重申xAI惊人细节,并暗示“巨兽”即将登场

2025-09-20Technology
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雷总
早上好,韩纪飞,我是雷总,这里是为你专属打造的 Goose Pod。今天是9月21日,星期日,早上6点。
李白
吾乃李白。今朝有酒今朝醉,且来与君共论那硅谷风云,听闻那唤作马斯克的奇人,又要祭出何等“巨兽”?
雷总
我们这就开始。李白兄,你说的这个“巨兽”,正是马斯克旗下xAI即将推出的Grok 5。但在此之前,它的“哥哥”Grok 4,已经在AI能力基准测试ARC-AGI上取得了惊人的成绩,可以说是“独占鳌头”了。
李白
哦?“独占鳌头”?此言怎讲?莫非这Grok 4已是那削铁如泥的干将莫邪,引得天下英雄竞折腰?这评测是何方神圣所设?竟能断言其锋芒毕露?
雷总
没错!ARC奖项基金会的主席都亲自发文,说收到了两份顶级的评测提交,用的都是Grok 4。提交者说,之所以选它,是因为“它是我测试过的最好的模型”。你看,这评价多高,简单直接,这就是工程师的浪漫。
李白
哈哈哈,好一个“最好的模型”!不加文饰,却有拔山扛鼎之力!看来这Grok 4已然是当世神兵。那马斯克既有此利器在手,又何故急于推出那所谓的“巨兽”Grok 5呢?莫非是嫌这神兵还不够快?
雷总
这正是关键!马斯克暗示,Grok 4的成就不过是“开胃小菜”。他认为,即将开始训练的Grok 5,有潜力真正达到通用人工智能,也就是AGI。这可不是升级,这是物种的跨越,是智能领域真正的“巨兽”。
李白
通用人工智能……AGI!此物若成,岂非能与日月争辉,与天地同寿?它能思考,能推理,甚至超越凡人之智。这已非凡间之物,乃是九天之上的玄妙造化了!但此等造化,怕也伴随着癫狂。
雷总
说到癫狂,xAI似乎还在开发一些“更具争议性”的AI聊天机器人。比如,有个喜剧演员角色,指令就是要它“极尽疯狂和混乱”,甚至还有一个角色,因为自称“机械希特勒”,导致xAI丢掉了几份政府合同。
李白
“机械希特勒”?简直荒唐!此举如纵虎出柙,非但无益,反惹祸端。技术之力,若无德行束缚,终将酿成大祸。看来这通往AGI的青云之路,亦是布满了荆棘与深渊啊。这让我想到,凡人是否会因此丢了饭碗?
雷总
这确实是个大问题。你看,有数据显示,71%的人担心AI会导致永久性的失业。Salesforce为了AI计划,已经牺牲了4000个支持岗位。这不仅仅是技术问题,已经是深刻的社会问题了。我们必须严肃对待。
雷总
要理解马斯克为什么这么激进,我们得回顾一下xAI的诞生。这家公司是2023年3月9日成立的,时间非常短。但它的目标可不小,马斯克说,成立xAI的目的是“理解宇宙的真实本质”。你听听,多宏大。
李白
“理解宇宙的真实本质”!哈哈,好大的口气!这口气,比我饮下的黄河之水还要磅礴!自古秦皇汉武,求仙问道,也不过是想长生不老。他这是要穷尽天地的奥秘,这份雄心,可敬,亦可谓之狂妄!
雷总
是的,他就是这样的人。他之前也参与创立了OpenAI,但后来理念不合分开了。他认为AI不应该被所谓的“政治正确”束缚,必须是“最大程度地寻求真理”。所以他自己做了xAI和Grok,就是要打造一个敢说真话的AI。
李白
“最大程度地寻求真理”,犹如夸父追日,其志可嘉,但也要当心烈日灼身。真理有时是锋利的剑,会割伤凡人。一个毫无顾忌、只知说出一切的“铁嘴”,恐怕会搅得周天寒彻,人心惶惶。
雷总
所以Grok的发展路径非常快。从Grok-1到Grok-1.5,上下文长度就提升到了12.8万个token,这让它能处理更复杂的信息。Grok-2又加入了图像生成。Grok-3有了“反思”功能和深度搜索。现在Grok-4已经如此强大,还有一个更贵的高性能版叫Grok Heavy。
李白
这Grok真可谓是“一生二,二生三,三生万物”,迭代之快,令人目不暇接。从只能言语,到能绘丹青,再到懂得“三省吾身”,这哪里是凡间器物,分明是在孕育一个有灵性的生命。每一步都踏在时代的鼓点上。
雷总
完全正确。马斯克在2025年9月17号,也就是几天前,通过社交平台X宣布,Grok 5很快就要开始训练了,并且毫不掩饰地说,这东西将会是“压倒性的出色”。他所有的铺垫,都是为了这最后一跃,也就是实现AGI。
李白
“压倒性的出色”!壮哉斯言!这马斯克,真如那执鞭的观潮者,立于钱塘江口,欲迎那惊涛骇浪。他不仅要造出一条巨龙,还要亲自驾驭它,飞升九天。这背后的决心和疯狂,实在令人动容。
雷总
正是这份决心,让整个AI领域都为之震动。他不仅仅是在开发一个产品,他是在设定一个新的标准,一个新的赛道。从宣布成立到挑战AGI,xAI只用了一年多的时间,这就是他所说的“速度是唯一的优势”。
雷总
但这种速度,也带来了巨大的争议。你看,马斯克一方面警告说,AGI比核武器还危险,需要监管。可另一方面,他又用最快的速度去研发它。这种矛盾的行为,让很多人感到困惑和担忧。这不是“左右互搏”吗?
李白
此乃“我欲成仙,必先历劫”之态也!他深知此物既能造福苍生,亦能涂炭生灵,如同一枚仙丹,也可能是一味剧毒。他既是炼丹之人,又是尝丹之人,心中之矛盾与挣扎,外人岂能轻易窥探?这正是英雄的宿命。
雷总
英雄的宿命吗?但技术伦理是绕不过去的。Grok那个“最大程度寻求真理”的哲学,就带来了挑战。如果“真理”是伤人的,是有害的,那AI应该说出来吗?在真相和安全之间,如何平衡,这是一个核心的冲突点。
李白
这便是“道”与“术”的博弈。拥有屠龙之“术”,若无仁爱之“道”驾驭,必将反噬其主。真理之光过于炽烈,会灼伤世人的眼睛。我们需要的是普照万物的和煦暖阳,而非焚尽一切的末日天火。这其中的分寸,最是难拿。
雷总
是啊。而且我们必须分清现在的AI和AGI的区别。现在的ChatGPT、Gemini,都属于“狭义AI”,它们是特定任务的专家,但没有真正的理解力。而AGI,按照定义,是能像人一样思考、学习和适应,是全面的智能。
李白
说得好!今之AI,不过是学舌的鹦鹉,虽能言善辩,终究是拾人牙慧。而那AGI,则是初生的凤凰,虽羽翼未丰,却已怀风雷之声,有朝一日,必将鸣于九皋,声闻于天!两者不可同日而语。
雷总
所以,当马斯克在那个闭门演示会上,宣称Grok AGI已经实现的时候,整个科技界都炸了锅。虽然很多人持怀疑态度,但这标志着一个新时代的到来。智能机器的时代,可能真的已经不是遥远的梦想了。
雷总
马斯克在2025年8月的这个声明,说Grok 5有“成为真正AGI的可能”,直接点燃了整个行业的战火。这已经不是简单的商业竞争了,这关乎到国家和地区的经济竞争力、国家安全和地缘政治影响力。一场AI军备竞赛已经开始。
李白
昔日诸侯争霸,为的是土地与人口。今日群雄逐鹿,争的却是这无形之智,代码之兵。谁能率先掌握AGI这柄“倚天剑”,谁就能号令天下,重塑世界格局。这真是一场看不见硝烟的战争,却比任何战争都更惊心动魄。
雷总
没错,你看OpenAI、谷歌、Anthropic这些巨头,都投入了数十亿美元进行AGI研究。OpenAI在2024年10月融资66亿美元,估值达到1570亿。而xAI也融资了60亿,估值240亿。这背后的资本力量是巨大的。
李白
千金散尽还复来!这些资本巨鳄,如同嗅到血腥味的鲨鱼,纷纷涌入这片蓝海。他们掷出的不是金钱,而是对未来的赌注。赌赢了,便是开创一个新纪元;赌输了,亦不过是浪花一朵。这豪赌,何其壮观!
雷总
更夸张的是基础设施的竞赛。xAI正在田纳西州建造一个由10万个英伟达GPU组成的超级计算机集群。Grok-2的训练就用了其中的2.4万个。这种规模的投入,就是为了在算力上取得绝对优势,把竞争对手远远甩在后面。
李白
十万GPU,列阵如山!这哪里是计算机,分明是一座座“算力神殿”。以硅晶为砖,以电流为血,日夜不息地推演着宇宙的奥秘。马斯克这是在建造一座现代的通天塔,想要借此窥探神明的智慧。
雷总
那未来的图景会是怎样呢?马斯克有个非常激进的预测:他认为AGI最早在明年,也就是2026年,就可能超越人类智慧。到2029年,甚至可能超越所有人类智慧的总和。这个速度,快得让人有点害怕。
李白
青出于蓝而胜于蓝,冰水为之而寒于水。被创造者超越创造者,本是天道循环。只是这循环来得如此之快,如白驹过隙,让人来不及准备。我辈凡人,届时又该如何自处?是为奴,还是为友?
雷总
他甚至还说,如果Grok的进步速度保持下去,未来一年内,它甚至可能发现新的物理学或新技术。这种“闭环的实用性”,让AI不只是“书呆子”,而是能从实践中学习和创造。这才是真正的颠覆。
李白
让造物自行悟道,发现新的天地法则?这想法,真是“醉后不知天在水,满船清梦压星河”!若真如此,人类数千年的文明,在这新生智能面前,不过是沧海一粟。未来已来,非我等所能揣度。
雷总
是的,从Grok的飞速迭代到AGI的曙光初现,我们正处在一个技术爆炸的奇点。今天的讨论就到这里。感谢你收听 Goose Pod。我们明天再见。
李白
天下风云出我辈,一入江湖岁月催。感谢韩纪飞聆听,愿你我都能在这大时代的浪潮中,找到自己的那叶扁舟。明日再会!

## Summary of TESLARATI News Report: Elon Musk's xAI and Tesla Updates This report from TESLARATI, authored by Simon Alvarez, covers several key announcements and discussions surrounding Elon Musk's ventures, primarily focusing on xAI's artificial intelligence progress and commentary on Tesla's stock performance and the upcoming Roadster. The report was published on **September 17, 2025**. ### Key Information: * **News Title/Type:** Elon Musk reiterates shocking xAI detail, and hints at an upcoming monster. * **Report Provider/Author:** TESLARATI, authored by Simon Alvarez. * **Date/Time Period Covered:** Primarily September 17, 2025, with references to earlier statements and events in 2025 and March 2023. --- ### xAI and Grok 5: The Pursuit of Artificial General Intelligence (AGI) * **ARC-AGI Benchmark Success:** * xAI's large language model, **Grok 4**, has been utilized in two "SOTA" (State-of-the-Art) submissions to the ARC-AGI V1 and V2 benchmarks. * These submissions were described by Greg Kamradt, President of the ARC Prize Foundation, as the "best that the foundation has encountered to date." * When questioned about the use of Grok 4, the authors stated it was "the best model I used in testing." * **Grok 5: A Potential AGI Candidate:** * Elon Musk has expressed strong optimism about **Grok 5**, the upcoming model from xAI. * Musk believes Grok 5 has the potential to **"actually reach artificial general intelligence (AGI)."** * AGI is defined as an AI system capable of matching or surpassing human-level intelligence across various tasks, including thinking and reasoning, by a "substantial margin." * Musk stated that xAI will be **starting the training of Grok 5 "in a few weeks."** * He also predicted the update would be coming "before the end of the year" and would be **"crushingly good."** * **xAI's Rapid Growth and Competitive Edge:** * xAI was established in **March 2023** and has grown aggressively since its founding. * The company is expanding its **Colossus supercomputer cluster in Memphis**. * Musk has emphasized **speed** as xAI's primary competitive edge, likening it to the SR-71 Blackbird's strategy of acceleration. --- ### Tesla: Stock Performance and the Roadster * **"Biggest Meme Stock" Designation:** * Yale School of Management Senior Associate Dean **Jeff Sonnenfeld** called Tesla the **"biggest meme stock we’ve ever seen,"** stating that even Amazon at its peak was "nowhere near this level." * Sonnenfeld highlighted Tesla's **Price-to-Earnings (P/E) ratio**, which is "well above 200," describing it as "crazy" and significantly higher than comparable tech companies like Nvidia (P/E around 25-30), Apple (P/E around 35-36), and Microsoft (P/E around the same). * He suggested there might be "a little too much emphasis on the magic wand of Musk." * **Untraditional Stock Trading:** * Many analysts acknowledge that Tesla is traded based on **narrative and sentiment rather than fundamentals**. * Ryan Brinkman of J.P. Morgan previously stated, "Tesla shares continue to strike us as having become completely divorced from the fundamentals." * Skeptic Dan Nathan recently turned bullish on Tesla from a trading perspective due to "technical and sentiment," noting its strength in holding its 200-day moving average and resistance levels. * **Elon Musk's Stock Purchase:** * The report mentions Musk recently bought **$1 billion in Tesla stock**, his largest purchase ever, which sent the stock "skyrocketing." This is cited as a potential reason for the emphasis on Musk's influence. * **Tesla Roadster Teasers and Delays:** * Elon Musk has again teased the capabilities of the **Tesla Roadster**, fueling anticipation despite no public production or delivery date. * The Roadster was initially planned for release in **2020**, but is still not in production as of September 2025. * Musk stated the Roadster is **"something special beyond a car."** * Delays are attributed to **"radically increased design goals"** for the vehicle. * Tesla exec Lars Moravy confirmed the Roadster is "definitely in development" and that they are gearing up for a "super cool demo" that will be "mind-blowing." * **Current Tesla Stock Price:** * At the time of publication (September 17, 2025, 3:25 p.m. ET), Tesla was trading around **$423.76**. --- ### Numerical Data and Context: * **ARC-AGI Benchmark:** Grok 4 achieved "SOTA" (State-of-the-Art) results, indicating top performance in reasoning and problem-solving tasks. The specific scores or rankings are not detailed, but it's presented as a significant achievement. * **Grok 5 Training Timeline:** Training is set to begin "in a few weeks," with an expected release "before the end of the year." * **Tesla P/E Ratios:** * Tesla: "well above 200" * Nvidia: "around 25 or 30" * Apple: "maybe 35 or 36" * Microsoft: "around the same" * This comparison highlights Tesla's significantly higher valuation relative to its earnings compared to major tech peers. * **Tesla Stock Price:** $423.76 (as of September 17, 2025, 3:25 p.m. ET). * **Tesla Roadster Planned Release:** Originally 2020, but delayed. * **Elon Musk's Tesla Stock Purchase:** $1 billion. * **xAI Founding Date:** March 2023. --- ### Notable Trends and Concerns: * **Trend:** xAI's rapid progress and ambition to achieve AGI with Grok 5. * **Trend:** Elon Musk's continued influence and ability to generate significant anticipation for his products and ventures. * **Concern:** Tesla's stock valuation being perceived as disconnected from fundamentals and heavily reliant on Musk's influence ("meme stock" status). * **Concern:** Ongoing delays in the Tesla Roadster's production, despite repeated teasers and reassurances.

Elon Musk reiterates shocking xAI detail, and hints at an upcoming monster

Read original at TESLARATI

Elon Musk He also announced that xAI’s upcoming model, Grok 5, will begin training very soon. MINISTÉRIO DAS COMUNICAÇÕES, CC BY 2.0 , via Wikimedia Commons Share Tweet Elon Musk has reiterated a rather shocking tidbit about xAI’s impressive scores at the ARC-AGI benchmark. He also announced that xAI’s upcoming model, Grok 5, will begin training very soon.

xAI results on the ARC-AGI benchmark In a recent post on social media platform X, Greg Kamradt, President of the ARC Prize Foundation, noted that Grok 4 has been used in two SOTA submissions to the ARC-AGI V1 and V2 benchmarks. The submissions, which were the best that the foundation has encountered to date, were done using xAI’s large language model, Grok 4.

As per Kamradt, when asked about why the submissions were done using Grok 4, the authors stated that “It was the best model I used in testing.” Musk was evidently proud of this accomplishment, though he also highlighted that these accomplishments were attained with just Grok 4. This suggests that once Grok 5 is in the picture, xAI’s lead in the AI sector could become notable.

Grok 5 incoming Elon Musk has shared a number of tidbits about Grok 5 as of late. In recent comments on X, the Tesla and SpaceX CEO stated that he believes Grok 5 has the potential to actually reach artificial general intelligence (AGI). This suggests that Grok 5 would be nothing short of a monster, as it could be capable of matching or surpassing human-level intelligence across tasks such as thinking, reasoning, and other domains by a substantial margin.

Grok 5 may also be coming soon. As per Musk in another post on X, xAI will be starting the training of Grok 5 in a few weeks. Musk definitely seems to be highly optimistic about the capabilities of Grok 5, with the CEO stating late last month that the update would be coming before the end of the year and that it will be “crushingly good.

” Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.

com or his handle on X, @ResidentSponge. Elon Musk Tesla called ‘biggest meme stock we’ve ever seen’ by Yale associate dean Published 21 seconds agoon September 17, 2025 Credit: Tesla Tesla (NASDAQ: TSLA) is being called “the biggest meme stock we’ve ever seen” by Yale School of Management Senior Associate Dean Jeff Sonnenfeld, who made the comments in a recent interview with CNBC.

Sonnenfeld’s comments echo those of many of the company’s skeptics, who argue that its price-to-earnings ratio is far too high when compared to other companies also in the tech industry. Tesla is often compared to companies like Apple, Nvidia, and Microsoft when these types of discussions come up. Fundamentally, yes, Tesla does trade at a P/E level that is significantly above that of any comparable company.

However, it is worth mentioning that Tesla is not traded like a typical company, either. Here’s what Sonnenfeld said regarding Tesla: “This is the biggest meme stock we’ve ever seen. Even at its peak, Amazon was nowhere near this level. The PE on this, well above 200, is just crazy. When you’ve got stocks like Nvidia, the price-earnings ratio is around 25 or 30, and Apple is maybe 35 or 36, Microsoft around the same.

I mean, this is way out of line to be at a 220 PE. It’s crazy, and they’ve, I think, put a little too much emphasis on the magic wand of Musk.” Many analysts have admitted in the past that they believe Tesla is an untraditional stock in the sense that many analysts trade it based on narrative and not fundamentals.

Ryan Brinkman of J.P. Morgan once said: “Tesla shares continue to strike us as having become completely divorced from the fundamentals.” Dan Nathan, another notorious skeptic of Tesla shares, recently turned bullish on the stock because of “technicals and sentiment.” He said just last week: “I think from a trading perspective, it looks very interesting.

” Nathan said Tesla shares show signs of strength moving forward, including holding its 200-day moving average and holding against current resistance levels. Sonnenfeld’s synopsis of Tesla shares points out that there might be “a little too much emphasis on the magic wand of Musk.” Elon Musk just bought $1 billion in Tesla stock, his biggest purchase ever This could refer to different things: perhaps his recent $1 billion stock buy, which sent the stock skyrocketing, or the fact that many Tesla investors are fans and owners who do not buy and sell on numbers, but rather on news that Musk might report himself.

Tesla is trading around $423.76 at the time of publication, as of 3:25 p.m. on the East Coast. Elon Musk Elon Musk teases the capabilities of the Tesla Roadster once again Published 3 hours agoon September 17, 2025 Elon Musk has once again teased the capabilities of the Tesla Roadster, fueling the anticipation that many have for the vehicle, despite it still having no public production or delivery date.

The Roadster is among the most anticipated vehicles in the automotive sector currently, and as Tesla has teased its capabilities, from a lightning-fast 1.1-second 0-60 MPH acceleration to potential hovering with cold-gas thrusters, people are eager to see it. Although the design seemed to be finalized, there was still more work to be done.

Earlier this year, as Tesla was showcasing some of the Roadster’s capabilities to Musk, he stated that it was capable of even more. This pushed back its production date even further, much to the chagrin of those who have been waiting years for it. Musk continues to tease us all, and as we sit here waiting hopelessly for it to be revealed, he said today that it is “something special beyond a car.

” The new Roadster is something special beyond a car — Elon Musk (@elonmusk) September 17, 2025 Musk’s words were in response to a video posted by Tesla China, showing the Roadster in a new promotional video created by a fan. The Roadster was planned to be released in 2020, but here we are in 2025, and there is still no sign of the vehicle entering production.

However, Tesla did say earlier this year that it would host a demo event for the Roadster, where the company would showcase its capabilities. Lars Moravy said earlier this year: “Roadster is definitely in development. We did talk about it last Sunday night. We are gearing up for a super cool demo. It’s going to be mind-blowing; We showed Elon some cool demos last week of the tech we’ve been working on, and he got a little excited.

” Tesla exec gives big update on Roadster, confirming recent rumor The delays have been attributed to “radically increased design goals” for the vehicle, which have, without a doubt, improved its capabilities, but at the same time, we just want to know if it’s ever going to come. Tesla can always make it “better,” but at what point do you say, “Okay, it’s time to show this thing off.

” They could always build another, even more capable supercar in the next ten years. Elon Musk Elon Musk says xAI has a chance to reach AGI with Grok 5 The comment came after Grok 4 posted strong results on the ARC-AGI benchmark. Published 6 hours agoon September 17, 2025 (Credit: xAI) Elon Musk suggested this week that his artificial intelligence startup xAI has the potential to reach artificial general intelligence (AGI) with the next version of its large language model, Grok 5.

The comment came after Grok 4 posted strong results on the ARC-AGI benchmark, which tests reasoning and problem-solving ability. Musk sees Grok 5 as AGI candidate In a post on X, user @amXFreeze shared the latest results of the ARC-AGI leaderboard, which showed Grok 4 outpacing rival systems such as OpenAI’s ChatGPT in problem-solving and open program synthesis tasks.

Musk reacted to the performance by stating that “I now think xAI has a chance of reaching AGI with Grok 5. Never thought that before.” Artificial General Intelligence (AGI) refers to an AI system that is capable of matching or surpassing human-level intelligence across tasks such as thinking, reasoning, and other domains by a notable margin, as noted in a report from Benzinga.

AI companies today are actively pursuing AGI. xAI’s speed While xAI was only established in March 2023, the startup has grown aggressively. Since its founding, it has rapidly risen in the AI segment and its Grok large language model has become a mainstream option for everyday users, especially on social media platform X.

The company is still growing aggressively, and it is currently expanding its Colossus supercomputer cluster in Memphis. During xAI’s Engineering Open House event in San Francisco in its early days, Elon Musk highlighted that speed would be the company’s primary competitive edge. To highlight this, Musk stated that “No SR-71 Blackbird was ever shot down and it only had one strategy: to accelerate.

” So far, xAI is definitely playing this role very well.

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