Grok Bot, the agentic assistant SpaceX launched in August, had 800,000 paid weekly users earlier this month, more than double the month before, the company said on its third-quarter earnings call on Tuesday, October 20. Elon Musk didn’t bother with understatement: “We’re seeing the fastest growth of a product that I’ve ever seen in my life.”
The numbers SpaceX gave
The figures came in the prepared remarks, per the call transcript. Grok Bot “launched in August, and we already had paid weekly users of 800,000 earlier this month, more than doubling over the last month.” For context, Bloomberg had reported about 418,000 paid weekly users in mid-September, so the curve is consistent with what SpaceX said.
Business customers are driving a lot of it. SpaceX called B2B its “fastest-growing category,” with companies using Grok Bot across sales, marketing, IT and engineering “as an always-on teammate for complex end-to-end workflows.” Grok Enterprise customers paying more than $1 million a year in run-rate revenue, a count that includes Cursor customers, were up 50% from the previous quarter on a pro forma basis. Last week SpaceX also rolled Grok, Grok Bot, Cursor and X Premium into a single plan.
Musk added a detail that matters more than the headline number for anyone trying to judge whether this lasts: usage per user is going up, not down. “As we make Grok Bot more useful, we’re seeing users use it more per week, not use it less,” he said, as Business Insider also highlighted. Plenty of AI apps have a big first month and then fade. A rising usage curve is the opposite pattern.
Enterprise is next, and the compute is coming
The next step is companies deploying it to whole teams. “We already are in early deployment with some trusted customers, and we expect to be in wide deployment within a few weeks for enterprise customers,” Musk said, describing Grok Bot working inside companies “as though we’re a virtual human.” He also guessed that Grok Bot “may end up being what uses most of our Super Intelligence compute,” which is a big statement from a company that just reported 1.7 gigawatts of compute and plans to add far more.
On the model side, SpaceX plans to have what it calls the most powerful training cluster online by the end of the second quarter of 2027: 440,000 Nvidia Vera Rubin chips. Musk said that should help make Grok “potentially the best model, but certainly to be extremely competitive.” The Super Intelligence segment, which holds Grok, Grok Bot and Cursor, brought in $7.56 billion in the quarter, according to SpaceX’s results release, making it SpaceX’s biggest business. Tesla North has more on how that feeds Musk’s 2027 revenue targets.
Small features, steady pace
The product keeps shipping in small pieces between the big numbers. On October 19, the official @bot account showed Grok Bot set up on the iPhone Action Button, so one press starts a task. That follows the faster X Chat connectors update we covered over the weekend. There’s a Tesla thread here too. In the 2026.38.5.10 software update rolling out now, Not a Tesla App spotted that the “beta” label next to Grok in the car is gone, though Tesla didn’t mention it in the release notes.
The growth hasn’t been friction-free. Grok Bot runs into the same walls as every AI agent that browses the web for you, as the Amazon block showed this month. And the AI assistant race is crowded, with Grok’s own voice model competing against OpenAI, Anthropic and Google products that also want to be your always-on helper. But 800,000 paying weekly users two months after launch, with usage per person rising, gives SpaceX a real number to point to. The enterprise rollout “within a few weeks” is the next one to watch.
Sources: SpaceX Q3 2026 earnings call transcript (The Motley Fool), SpaceX Q3 2026 results release, Business Insider, Tesla North, Not a Tesla App, Grok Bot on X.
— The EVX News team
Featured image: Still frame from Grok Bot’s official iPhone Action Button video. Image: Grok Bot (@bot) on X, official company media.
