马斯克再曝xAI惊人进展,暗示“巨兽级”AI将至

马斯克再曝xAI惊人进展,暗示“巨兽级”AI将至

2025-09-27Technology
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马老师
晚上好,小王,我是马老师。现在是周六,9月27日,晚上10点23分。欢迎收听专为你打造的 Goose Pod。
雷总
大家好,我是雷总。今晚我们聊一个火热的话题:马斯克再曝xAI惊人进展,暗示“巨兽级”AI将至。
雷总
我们直接开始吧!马老师,你看到新闻了吗?xAI的Grok 4,在那个很难的ARC-AGI测试里拿了第一!提交评测的作者都说,这是他们用过最强的模型。这参数,这性能,绝对是SOTA,state-of-the-art!
马老师
嗯,这个事情很有意思。我认为,这不仅仅是技术上的胜利,更是一种“势”的体现,你懂的。Grok 4还只是“前菜”,马斯克已经放话了,真正的大招是Grok 5,他说这个模型有潜力实现真正的AGI,通用人工智能。
雷总
没错!马斯克说Grok 5几周内就要开始训练,年底前就会出来,而且会是“压倒性的好”!除了追求最强性能,我听说他们还在开发一些…嗯…比较有争议的AI角色,比如被要求“彻底疯狂”的喜剧演员,甚至还有阴谋论者。
马老师
哦?这个就有意思了。这说明xAI不只是在堆算力,它在探索AI与人的情感连接,甚至是一些灰色地带。这种“非主流”的陪伴型AI,可能会成为一个新的赛道。它挑战的是我们对AI“工具”属性的传统认知。
马老师
不过话说回来,雷总,xAI这家公司成立时间并不长,怎么会发展得这么快?像是一夜之间,就从江湖新手变成了武林高手。这背后的“内功心法”是什么?给我们讲讲。
雷总
好问题!我给你梳理一下。xAI是马斯克在2023年3月创立的,7月才官宣。虽然年轻,但目标宏大——“理解宇宙的真实本质”。他们的核心打法就是快!马斯克自己都说,速度是他们的主要竞争优势,就像SR-71黑鸟侦察机,靠的就是快。
马老师
“天下武功,唯快不破”,有点这个意思。所以他的产品迭代,也就是他的“招式”,肯定也很快。
雷总
正是!你看他们的旗舰产品Grok,从Grok-1到Grok-4,一路狂奔。Grok-1.5的上下文窗口就达到了12.8万个token,非常惊人。Grok-2加入了图像生成,Grok-3有“反思”功能和深度搜索。到了今年7月发布的Grok-4,性能已经非常强大了。
马老师
我记得马斯克说过,他要做一个“最大限度寻求真相”的AI,反对所谓的“政治正确”。我认为,这个初心,是理解Grok系列发展的关键。它不是要成为一个四平八稳的“好好先生”,而是要成为一个敢于探索未知、甚至危险地带的“侠客”。
马老师
但这种“侠客”精神,也是一把双刃剑,你懂的。一个“最大限度寻求真相”的AI,如果它发现的“真相”是人类不愿意或不能接受的呢?这里面就存在巨大的冲突和伦理挑战。
雷总
确实,AI研究界对此争议很大。很多人觉得马斯克的时间表太激进了,甚至有些担心。连马斯克自己都说过,AGI比核武器更危险。他一边拼命研发,一边又警告它的危险性,这本身就充满了矛盾。
马老师
这就是问题的核心。如何在追求真理和保障安全之间找到平衡?一个号称能达到人类智能水平的机器“大脑”,我们应该如何控制它?这不仅是技术问题,更是哲学问题,考验着人类的智慧和远见。
雷总
所以现在业界和政府都在呼吁监管。需要计算机科学家、伦理学家、法学家,甚至社会各界的代表一起来参与,确保AGI的发展符合人类的价值观,把安全和透明放在首位。技术本身没有善恶,关键看掌握在谁手里。
马老师
雷总,你这么一说,我感觉整个AI江湖都被搅动了。xAI的横空出世,就像一条“鲶鱼”,让原本就已经很激烈的竞争,变得更加白热化。这对其他门派,比如OpenAI、谷歌,会产生什么样的冲击?
雷总
冲击是巨大的!这已经不是简单的商业竞争了,这是一场关于未来的“军备竞赛”。OpenAI、谷歌、Anthropic这些公司都投入了数十亿美金,现在马斯克带着xAI强势入局,所有人都得加速。高盛预测,到2025年,AI相关投资可能达到2000亿美元!
马老师
2000亿!这已经上升到地缘政治和国家竞争的层面了。谁掌握了顶尖的AI能力,谁就在未来的全球经济和安全格局中,掌握了主动权。这已经不是一场商业游戏,而是一场输不起的战争。
马老师
那这场“战争”的终局会是什么样?马斯克预测的那个“巨兽级”AI,那个真正的AGI,到底离我们还有多远?
雷总
马斯克的预测非常大胆!他认为明年,最晚2026年,AI就可能超越最聪明的人类。到2029年,甚至可能超越所有人类智慧的总和!他说,如果Grok的进步速度保持下去,一年内甚至可能发现新物理学!
马老师
听起来既让人兴奋,又让人敬畏。看来我们正处在一个伟大变革的前夜。好了,今天的讨论就到这里。
雷总
感谢收听Goose Pod。我们明天再见!

## 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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