2026-10-01-Thu · OpenAI · Grok

From Issue 59 (2026-10-01) · 14 stories in this issue

09 PRODUCT

❯ SpaceXAI plans a unified Grok and X subscription topping out at $100 a month

Four tiers in oneAccording to a document seen by Bloomberg’s Edward Ludlow, SpaceXAI plans to merge memberships for the Grok chatbot and the X social platform into a single subscription with four tiers: a $100-a-month Ultra plan, an $8-a-month Lite plan, a free offering and a middle tier. The plan has not been officially announced.

Two memberships sold separatelyxAI has been folded into SpaceX to form SpaceXAI. Until now, X sold its own Premium membership while Grok sold SuperGrok separately, often leaving users unsure what they got for which. According to earlier disclosures, Grok and X subscription products brought in about $365 million in 2025, with only about 1.9 million users paying for SuperGrok.

Tidying the books before an IPOSpaceX is preparing a listing at a valuation above $2 trillion, and subscription revenue is the easiest part of its AI business to explain to investors. Bundling lets X’s large user base drive Grok sign-ups. The $100 Ultra tier also lines up with OpenAI’s and Anthropic’s premium plans, competing head-on for heavy users.

▪ SIGNALBundling can quickly lift paid numbers, but people pay for social media and for AI for different reasons, and combining them won’t necessarily make both more valuable.