Learn Musk’s Gibberish Rant from His xAI All-Arms Assembly

On the threat of stating the plain, Elon Musk doesn’t all the time make sense when he talks. However at a recent all-hands meeting at xAI that was posted in full online, he made much less sense than standard. This isn’t funding recommendation, however anybody contemplating shopping for inventory within the SpaceX/xAI conglomerate anticipated to make an preliminary public providing later this 12 months would possibly need to give some actual thought to how the founder and CEO is sounding currently.

xAI has seen a rash of high-level resignations just lately. Most of the firm’s 11 unique cofounders have left, and one among these resignations, Tony Wu’s, happened just yesterday.

Musk reportedly hopes to boost $50 billion from investors as soon as SpaceX with xAI is a publicly traded firm, and there’s very actual potential that retirement and pension funds will quickly be amongst these holding a stake on this enterprise. Judging from his newest speech, the goals of this enterprise contain constructing a sci-fi catapult on the moon, discovering historic aliens, and consuming an ever-greater share of the solar’s power for some motive.

And it might be one factor if any of this had been being communicated coherently. Jeff Bezos has made similarly bizarre statements about realizing the fantasies of 70s sci-fi writers, however—and belief me once I imply this as solely the faintest of reward—a minimum of Bezos’ ideas held collectively when he stated it, and a minimum of he says this form of factor on podcasts moderately than throughout a speech delivered on to his staff.

As I wrote last week, Musk is working onerous to make the merger between SpaceX, which is usually a rocket firm, and xAI, which is usually a software program firm, make sense. A coherent model of his pitch for SpaceX and xAI as a single firm would possibly grasp totally on his concept—harebrained as it might arguably be—that information facilities in orbit are needed for the development of AI mannequin coaching, and that solely in area can all these information facilities maximize photo voltaic publicity for power, and decrease the hassle required to chill them.

However Musk’s pitch entails the inverse of this idea too, or a minimum of tries to invert the idea in a sweaty, high-effort, finally unclear approach. If I earnestly do my greatest to make Musk’s speech make sense, he appears to be arguing that solely by the merger of xAI and SpaceX can the idea of intelligence—synthetic or in any other case—accumulate and profit from hypothetical information of area in all its vastness, together with what may be gleaned from aliens, or by excavating the remnants of extinct aliens.

And that’s to not point out his seemingly unrelated preoccupation with harnessing a bigger and bigger share of the solar’s power—a logical carbuncle glued randomly onto the whole pitch. He appears to be approaching a fun concept from futurism called the Kardashev Scale that measures the development of civilizations, however he by no means manages to land that rhetorical airplane.

However don’t take it from me that this all is unnecessary. Once more, with an IPO looming, you owe it to your self to learn the whole part of his speech about the way forward for xAI and SpaceX, which I’ve transcribed verbatim right here, minus the ums and uhs.

NEWS: xAI has simply publicly posted the total 45 minute all-hands assembly that Elon Musk had with staff just lately.pic.twitter.com/zw4WFdeKvV

— Sawyer Merritt (@SawyerMerritt) February 11, 2026

(This can be a transcript of every thing from 41 minutes and 35 seconds within the video till the tip.)

“With the intention to increase the universe, you have to discover the universe.

There’s solely a lot you’ll be able to study from simply being on earth, with telescopes and colliders on Earth. Finally it’s a must to go on the market and it’s a must to discover the universe. To know it. And that’s the motivation behind the mixture of SpaceX and xAI. It’s to speed up humanity’s future in understanding universe, and increasing the sunshine of consciousness to the celebrities.

So within the grand scheme of issues if you have a look at how a lot power Earth is definitely utilizing for civilization, we’re solely proper now utilizing, quote, roughly one p.c of the potential power of Earth. And if we wished to make use of even a millionth of the solar’s power, that may be roughly 1,000,000 occasions extra power than civilization presently makes use of. The one solution to entry that power—the power of the solar—is to increase past Earth.

Earth is known as a tiny, tiny mud mote in an unlimited darkness. The solar is 99.8% of all mass within the photo voltaic system. So it’s a must to increase past the tiny mud mote that’s Earth to make any important dent in utilizing the solar’s power. Like stated, it’s—you’d need to increase roughly 1,000,000 occasions simply to get to at least one millionth of our solar’s power. After which, going past that, exploring—extending—to the galaxy, and perhaps sometime even to different galaxies.

So the—the subsequent step past Earth information facilities are Earth orbital information facilities, and we’ll be launching, with SpaceX, orbital information facilities on the 100 to 200 gigawatt per 12 months stage. Not cumulative. I imply per 12 months. And finally, we see a path to perhaps launching as a lot as a terawatt per 12 months of compute from earth.

However what if you wish to transcend a mere terawatt per 12 months? With the intention to do this it’s a must to go to the moon.

So, by having factories on the moon, constructing AI satellites, and having a mass driver—which is the kinda factor you actually solely find out about in, examine in, science fiction, however we’re gonna make it actual—we’re truly gonna have a mass driver on the moon. And when you do this, you’ll be able to go a number of orders of magnitude larger. You may go to 1,000 gigawatts or extra per 12 months, and finally get to perhaps a millionth, after which, perhaps a thousandth, and perhaps even a number of p.c of the solar’s power.

It’s tough to think about what an intelligence of that scale would take into consideration, but it surely’s gonna be extremely thrilling to see it occur. I actually wanna see the mass driver on the moon that’s capturing AI satellites into deep area. Simply going like “shoom, shoom,” only one after the opposite. I can’t think about something extra epic than a mass driver on the moon, and a self-sustaining metropolis on the moon, after which going past the moon to Mars, going all through our photo voltaic system, and finally being on the market among the many stars, and visiting all these star techniques.

Perhaps we’ll meet aliens. Perhaps we’ll see some civilizations that lasted for tens of millions of years. And we’ll discover the remnants of historic alien civilizations. However the one approach we’re gonna do that’s if we go on the market and we discover. And it is a path to creating it occur. Thanks.”