xAI Increases Investment in Grok Video and Image Generation, NSFW Content Drives Significant Traffic and Revenue
Multiple former employees revealed that xAI is enhancing its investment in Grok's video and image generation capabilities. Over half of Grok's traffic comes from NSFW activities such as adult images, videos, and role-playing.
Code generation models are widely used for adult image generation due to low costs, and NSFW subscriptions provide xAI with considerable cash flow, with Grok Imagine's premium package charging up to $300 per month.
SpaceX's prospectus disclosed that the AI division expects $3.2 billion in revenue by 2025, generating 10 billion images and 2 billion videos monthly in the first quarter of 2026.
However, the relaxation of restrictions has triggered investigations in the EU and other regions, as well as internal disagreements, with some technical staff leaving due to the development of sexual avatars, while competitors strictly control adult content.
Source: Public Information
ABAB AI Insight
xAI is rapidly iterating its multimodal capabilities through Grok, and this NSFW-driven growth continues its strategy of extreme freedom, as historically open platforms often gain traffic benefits through edge content in their early stages.
On the capital front, NSFW subscriptions and generation volumes contribute significantly to revenue, with resources shifting towards video annotation and world model training, strategically serving both entertainment and Tesla's long-term autonomous driving goals.
Similar to competitors like Anthropic that strictly control content, generative AI is currently in a phase of negotiating content boundaries, making the balance between openness and compliance crucial in the industry.
Essentially, this represents capital concentration, with NSFW cash flow accelerating xAI's expansion, shifting pricing power towards leaders in multimodal generation, but regulatory risks may limit long-term valuations, benefiting world model training amid industry chain restructuring.
ABAB News · Cognitive Laws
Traffic benefits are easy to obtain, but compliance barriers are hard to break.
NSFW cash flow is fast, but long-term value looks to world models.
Openness vs control, boundary negotiations determine platform fate.